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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 $1,079,165,753
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Microsoft Corp
 MSFT 164,300 $69,252,408 6.41%
2.
Apple Inc.
 AAPL 240,664 $60,267,120 5.58%
3.
Nvidia Corp
 NVDA 270,187 $36,283,368 3.36%
4.
Security National Financial Corp
 SNFCA 2,623,831 $31,564,687 2.92%
5.
Amazon Com Inc
 AMZN 122,704 $26,920,007 2.49%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)