Soltis-Investment-Advisors

Filing Details

13F-HR2025-03-31
Report Date
2025-03-31
Filing Date
2025-05-13
Total Holdings
366
Total Value
1063723090
Accession Number
0001802530-25-000003
Form Type
13F-HR
Manager Name
Soltis-Investment-Advisors
Data Enrichment
80% identified
293 identified73 unidentified

Holdings

366 positions
Manager:
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Page 9 of 19
Walmart Inc.
Shares:12.5K
Value:$1.1M
316092808
Shares:6.7K
Value:$1.1M
SPDR GOLD TRUST
Shares:3.8K
Value:$1.1M
315948109
Shares:14.6K
Value:$1.1M
316092840
Shares:21.1K
Value:$1.0M
ABBOTT LABORATORIES
Shares:7.8K
Value:$1.0M
46434G103
Shares:19.0K
Value:$1.0M
46429B663
Shares:8.3K
Value:$1.0M
464287176
Shares:9.0K
Value:$994.6K
COLGATE PALMOLIVE CO
Shares:10.5K
Value:$981.8K
GOLDMAN SACHS GROUP INC
Shares:1.7K
Value:$934.9K
AUTOMATIC DATA PROCESSING INC
Shares:3.0K
Value:$903.7K
INTERNATIONAL BUSINESS MACHINES CORP
Shares:3.6K
Value:$900.3K
MCDONALDS CORP
Shares:2.9K
Value:$893.6K
HSBC HOLDINGS PLC
Shares:15.1K
Value:$869.6K
ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/
Shares:17.4K
Value:$866.1K
46429B697
Shares:9.2K
Value:$860.5K
T-Mobile US, Inc.
Shares:3.2K
Value:$857.7K
TRAVELERS COMPANIES, INC.
Shares:3.2K
Value:$851.9K
464287689
Shares:2.6K
Value:$839.5K