| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q4 2013 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| FIRST TR NASDAQ-100 TECH IND | 19 | Q2 2024 | 9.2% |
| ISHARES TR | 19 | Q2 2024 | 9.6% |
| PIMCO ETF TR | 19 | Q2 2024 | 11.3% |
| MICROSOFT CORP | 19 | Q2 2024 | 6.6% |
| ISHARES TR | 19 | Q2 2024 | 3.8% |
| ISHARES TR | 19 | Q2 2024 | 5.2% |
| APPLE INC | 19 | Q2 2024 | 4.4% |
| SCHWAB STRATEGIC TR | 19 | Q2 2024 | 4.1% |
| ISHARES TR | 19 | Q2 2024 | 2.6% |
| AMAZON COM INC | 19 | Q2 2024 | 2.5% |
View Soltis Investment Advisors LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-08-12 |
| 13F-HR/A | 2024-05-29 |
| 13F-HR | 2024-04-29 |
| 13F-HR | 2024-01-26 |
| 13F-HR | 2023-11-08 |
| 13F-HR | 2023-08-09 |
| 13F-HR | 2023-05-03 |
| 13F-HR | 2023-02-09 |
| 13F-HR | 2022-11-14 |
| 13F-HR | 2022-08-11 |
View Soltis Investment Advisors LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.