Soltis Investment Advisors LLC has filed its Form 13F-HR with the Securities and Exchange Commission, disclosing its equity holdings as of September 30, 2026. The filing lists the firm's principal address as 20 North Main Street, Suite 400, St. George, UT 84770.
The report details a portfolio of over 400 individual positions. The largest holding by share count is 3M Company, with 574,747 shares. Other notable positions include Abbott Laboratories (1,623 shares), AbbVie Inc. (47,700 shares), and Accenture PLC (67,700 shares). The portfolio also includes significant stakes in Advanced Micro Devices Inc. (8,106 shares), Airbnb Inc. (6,212 shares), and American Tower Corp. (83,245 shares).
The filing indicates that the vast majority of these holdings are held in common stock. A small number of positions involve options, including calls and puts on companies such as Amazon.com Inc., Apple Inc., and Booking Holdings Inc.. The report lists Alan Gilmore as the attorney responsible for the filing.
