Fund HoldingsSoltis Investment Advisors LLC

Total Portfolio Value
$893.41M
Total Bought
$144.32M
Total Sold
$160.72M
Net Transaction
-$16.39M
Filing Period:
Securities
SharesValue ($K)
Q4 2023
Q1 2024
Change
Q4 2023
Q1 2024
Weight (%)
Change
MICROSOFT CORP(MSFT)115,054130,175+15,12143,26554,7676.13%+11,502
INNOVATOR ETFS TRUST
US EQTY PWR BF
0280,674+280,67409,9301.11%+9,930
NVIDIA CORPORATION(NVDA)17,94217,462-4808,88515,7781.77%+6,892
INNOVATOR ETFS TRUST
US EQT ULTRA BF
0190,967+190,96706,2350.70%+6,235
LAM RESEARCH CORP(LRCX)06,146+6,14605,9720.67%+5,972
KKR & CO INC(KKR)054,358+54,35805,4670.61%+5,467
ORACLE CORP(ORCL)056,755+56,75507,1290.80%+7,129
CAPITAL ONE FINL CORP(COF)037,593+37,59305,5970.63%+5,597
GENERAL MTRS CO(GM)0126,153+126,15305,7210.64%+5,721
MARATHON PETE CORP(MPC)021,846+21,84604,4020.49%+4,402
CHUBB LIMITED
COM
014,205+14,20503,6810.41%+3,681
LYONDELLBASELL INDUSTRIES N
SHS - A -
033,104+33,10403,3860.38%+3,386
UNITEDHEALTH GROUP INC(UNH)015,010+15,01007,4250.83%+7,425
HERSHEY CO(HSY)019,861+19,86103,8630.43%+3,863
REALTY INCOME CORP(O)055,972+55,97203,0280.34%+3,028
JOHNSON CTLS INTL PLC
SHS
046,138+46,13803,0140.34%+3,014
AMAZON COM INC(AMZN)108,578106,938-1,64016,49719,2892.16%+2,792
META PLATFORMS INC(META)12,53614,294+1,7584,4376,9410.78%+2,504
VANGUARD ADMIRAL FDS INC204,136209,346+5,21019,18321,5652.41%+2,382
SCHWAB STRATEGIC TR197,053243,450+46,3977,2839,4991.06%+2,216
ISHARES TR39,30239,916+61418,77220,9852.35%+2,213
SPDR S&P 500 ETF TR(SPY)24,84426,763+1,91911,80813,9991.57%+2,190
ISHARES TR62,767314,185+251,41817,39619,0842.14%+1,688
CITIGROUP INC(C)124,589127,253+2,6646,4098,0480.90%+1,639
VANGUARD INDEX FDS011,316+11,31605,4400.61%+5,440
SELECT SECTOR SPDR TR
ST STR TECHN ETF
33,02837,611+4,5836,3577,8330.88%+1,476
VANGUARD MUN BD FDS138,607168,866+30,2597,0768,5450.96%+1,469
GRAYSCALE BITCOIN TR BTC(GBTC)021,907+21,90701,3840.15%+1,384
AMERICAN INTL GROUP INC55,96563,177+7,2123,7924,9390.55%+1,147
MCKESSON CORP(MCK)13,96214,136+1746,4647,5890.85%+1,125
TJX COS INC NEW(TJX)42,48150,035+7,5543,9855,0750.57%+1,089
ISHARES TR35,11838,461+3,3436,1077,1850.80%+1,078
MASTERCARD INCORPORATED(MA)10,77911,783+1,0044,5975,6740.64%+1,077
AUTOMATIC DATA PROCESSING IN05,536+5,53601,3830.15%+1,383
SELECT SECTOR SPDR TR
ST STR CARE ETF
18,66123,628+4,9672,5453,4910.39%+946
KROGER CO(KR)116,808109,971-6,8375,3396,2830.70%+943
SCHWAB STRATEGIC TR43,55177,129+33,5781,0801,9470.22%+868
GENUINE PARTS CO(GPC)34,05235,887+1,8354,7165,5600.62%+844
VERIZON COMMUNICATIONS INC(VZ)189,653189,959+3067,1507,9710.89%+821
NIKE INC(NKE)17,51028,468+10,9581,9012,6750.30%+774
SERVICENOW INC(NOW)6,1706,715+5454,3595,1200.57%+761
WILLIAMS SONOMA INC(WSM)016,571+16,57105,2620.59%+5,262
INFOSYS LTD(INFY)039,610+39,61007100.08%+710
ZOETIS INC(ZTS)04,064+4,06406880.08%+688
SALESFORCE INC(CRM)24,23323,440-7936,3777,0600.79%+683
VISA INC(V)12,27613,879+1,6033,1963,8730.43%+677
SYNOPSYS INC(SNPS)7,1747,641+4673,6944,3670.49%+673
ISHARES TR43,40846,457+3,0493,2603,9230.44%+663
STARBUCKS CORP(SBUX)017,500+17,50001,5990.18%+1,599
FIRST TR EXCH TRADED FD III
INSTL PFD SECS
034,256+34,25605930.07%+593
SOUTHWEST AIRLS CO(LUV)020,291+20,29105920.07%+592
AT&T INC(T)096,148+96,14801,6920.19%+1,692
COCA COLA CO(KO)0121,930+121,93007,4600.83%+7,460
SELECT SECTOR SPDR TR
ST STR SVC ETF
29,94733,420+3,4732,1762,7290.31%+553
CVS HEALTH CORP(CVS)91,25597,053+5,7987,2057,7410.87%+535
ABBVIE INC(ABBV)019,574+19,57403,5640.40%+3,564
ISHARES TR31,03332,639+1,6062,4582,9780.33%+520
FIDELITY WISE ORIGIN BITCOIN(FBTC)08,313+8,31305160.06%+516
VANGUARD ADMIRAL FDS INC15,52920,089+4,5601,5402,0390.23%+499
BOOKING HOLDINGS INC(BKNG)0135+13504880.05%+488
VANGUARD BD INDEX FDS016,919+16,91901,2970.15%+1,297
CHEVRON CORP NEW(CVX)036,550+36,55005,7650.65%+5,765
VANGUARD TAX-MANAGED FDS047,940+47,94002,4050.27%+2,405
VANGUARD INDEX FDS08,764+8,76401,4270.16%+1,427
PACER FDS TR
TRENDP US LAR CP
34,79140,802+6,0111,5051,9470.22%+442
CLOUDFLARE INC(NET)31,23531,403+1682,6013,0410.34%+440
PROCTER AND GAMBLE CO(PG)033,029+33,02905,3590.60%+5,359
INNOVATOR ETFS TRUST
LADERD ALCTN PWR
8,89018,518+9,6283567730.09%+417
VANGUARD INDEX FDS09,287+9,28702,3200.26%+2,320
PROSHARES TR
S&P 500 DV ARIST
04,058+4,05804120.05%+412
CORNING INC(GLW)146,417147,363+9464,4584,8570.54%+399
MERCK & CO INC(MRK)015,757+15,75702,0790.23%+2,079
VANGUARD INTL EQUITY INDEX F145,420152,026+6,6065,9776,3500.71%+373
VANGUARD SPECIALIZED FUNDS02,040+2,04003730.04%+373
FIRST TR EXCHANGE-TRADED FD0281,158+281,15808,7360.98%+8,736
AMERICAN ELEC PWR CO INC69,92370,116+1935,6796,0370.68%+358
ENBRIDGE INC(ENB)0169,026+169,02606,1150.68%+6,115
GENERAL ELECTRIC CO(GE)07,286+7,28601,2790.14%+1,279
VANGUARD WHITEHALL FDS02,793+2,79303380.04%+338
SKYWEST INC(SKYW)027,351+27,35101,8890.21%+1,889
ISHARES TR7,5437,772+2292,2872,6190.29%+333
PFIZER INC(PFE)0184,762+184,76205,1270.57%+5,127
EXPEDITORS INTL WASH INC(EXPD)05,086+5,08606180.07%+618
VANGUARD INTL EQUITY INDEX F09,124+9,12405350.06%+535
SELECT SECTOR SPDR TR
ST STR FINL ETF
48,69350,759+2,0661,8312,1380.24%+307
ISHARES TR
CORE MSCI EAFE
54,66255,917+1,2553,8464,1500.46%+305
LULULEMON ATHLETICA INC(LULU)0775+77503030.03%+303
SUPER MICRO COMPUTER INC(SMCI)0295+29502980.03%+298
WALMART INC(WMT)04,906+4,90602950.03%+295
SPDR SER TR
ST STR P500GRW
031,725+31,72502,3210.26%+2,321
HALLIBURTON CO(HAL)07,382+7,38202910.03%+291
DANAHER CORPORATION(DHR)01,162+1,16202900.03%+290
NETFLIX INC(NFLX)01,252+1,25207600.09%+760
ISHARES TR02,646+2,64602850.03%+285
DISNEY WALT CO(DIS)07,235+7,23508850.10%+885
CONOCOPHILLIPS(COP)013,561+13,56101,7260.19%+1,726
PHILLIPS 66(PSX)03,266+3,26605330.06%+533
SELECT SECTOR SPDR TR
ST STR STAPL ETF
16,82519,403+2,5781,2121,4820.17%+270
VANGUARD WHITEHALL FDS017,936+17,93601,1450.13%+1,145
VANGUARD INDEX FDS07,171+7,17101,6390.18%+1,639
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