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 (464 days), 127 trades recorded
- Returns: week n/a · month n/a · 90 days +8.4% · 6 months +13.9% · 1 year +10.7% · all +10.7%
- Max drawdown n/a · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- NVDA · 5.6% · long · since 2025-06-30
- MSFT · 4.7% · long · since 2025-06-30
- AAPL · 4.1% · long · since 2025-06-30
- 921937835 · 3.6% · long · since 2025-06-30
- AMZN · 2.2% · long · since 2025-06-30
- 464287200 · 1.9% · long · since 2025-06-30
- 78462F103 · 1.7% · long · since 2025-06-30
- GOOGL · 1.6% · long · since 2025-06-30
- 808524805 · 1.5% · long · since 2025-06-30
- 594918104_CALL · 1.4% · long · since 2026-03-31
- 464287507 · 1.3% · long · since 2025-06-30
- 46641Q837 · 1.1% · long · since 2025-06-30