Soltis Investment Advisors LLC

Q1 2026 13F Holdings

Location
St. George, UT
Holdings as of
3/31/2026
Value
$1.59B
Value excl. options
$1.54B
Num holdings
580
Date filed
4/27/2026
Form type
13F-HR
Prev filing
4/2/2026
Next filing
7/31/2026
SEC
View on sec.gov
Sym Issuer Name Cl CUSIP Value ($000) % Excl. Options Shares Principal Option Type