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Home > Institutional Investor > Soltis Investment Advisors Llc > Profile

Instuitional Investor - Soltis Investment Advisors Llc

Fund Profile
Filing Period:
Fund Name: Soltis Investment Advisors Llc
Portfolio Value $886,049,203
Fund Holdings Sector Distribution
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Microsoft Corp
 MSFT 115,054 $43,265,013 4.88%
2.
Schwab Strategic Trust
 FNDF 477,095 $36,321,261 4.09%
3.
J P Morgan Exchange Traded F
 720,140 $36,172,615 4.08%
4.
Apple Inc.
 AAPL 187,426 $36,085,120 4.07%
5.
Security National Financial Corp
 SNFCA 2,933,195 $26,398,755 2.97%
Insider Monkey Quarterly Strategy
+246.9% Insider Monkey Quarterly Strategy
+107.5% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
200%
100%
0
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Returns since its inception in May 2014 (through Feb 16th, 2024)