Long-term investor

Soltis Investment Advisors LLC @soltisinvestmentadvisors

Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001802530).

Record

  • Tracked since 2025-06-30 (431 days), 114 trades recorded
  • Returns: week n/a · month n/a · 90 days +7.1% · 6 months +4.7% · 1 year +12.6% · all +12.6%
  • Max drawdown -2.9% · Sharpe 0.70 · win rate 24% · data quality High
  • Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)

Open positions

  • MSFT · 6.3% · long · since 2025-06-30
  • NVDA · 5.7% · long · since 2025-06-30
  • AAPL · 4.4% · long · since 2025-06-30
  • 921937835 · 3.6% · long · since 2025-06-30
  • AMZN · 2.3% · long · since 2025-06-30
  • 464287200 · 1.9% · long · since 2025-06-30
  • 78462F103 · 1.9% · long · since 2025-06-30
  • GOOGL · 1.6% · long · since 2025-06-30
  • 808524805 · 1.5% · long · since 2025-06-30
  • 464287507 · 1.3% · long · since 2025-06-30
  • MU · 1.2% · long · since 2025-06-30
  • META · 1.1% · long · since 2025-06-30

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