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Alan Gilmore

@Soltis Investment Advisors Llc

Latest period2024 - Q3ReportedManaged Assets$1.023BTotal holdings364
Assets growth rate8.29%Assets growth rate (2-Q avg)7.03%Continuous growth in asset value4 quarters

Portfolio positions

This chart displays the top 10 holdings in Soltis Investment Advisors Llc's 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 364 positions.

Assets under management

The assets under management (AUM) of Soltis Investment Advisors Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 4 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 1.023B in assets, with a quarterly growth rate of 8.29% and a 2-quarter average growth rate of 7.03%. The portfolio is managed by Alan Gilmore, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
HSBCHsbc Hldgs Plc
Recent Activity
New Position
0.07%
$640,894
14,182 shares@ $45.2 avg price
ETHEGrayscale Ethereum Tr Eth
Recent Activity
New Position
0.05%
$467,528
21,358 shares@ $21.9 avg price
GALTGalectin Therapeutics Inc
Recent Activity
New Position
0.04%
$387,063
140,750 shares@ $2.76 avg price
NEENextera Energy Inc
Recent Activity
New Position
0.04%
$384,562
4,549 shares@ $84.54 avg price
TGTTarget Corp
Recent Activity
New Position
0.04%
$325,704
2,090 shares@ $155.84 avg price
ACWXIshares Tr
Recent Activity
New Position
0.04%
$313,737
5,483 shares@ $57.22 avg price
ZSEPInnovator Etfs Trust
Recent Activity
New Position
0.04%
$312,420
12,562 shares@ $24.88 avg price
BSCPInvesco Exch Trd Slf Idx Fd
Recent Activity
New Position
0.03%
$301,338
14,593 shares@ $20.65 avg price
TXNTexas Instrs Inc
Recent Activity
New Position
0.03%
$291,810
1,413 shares@ $206.52 avg price
ZAUGInnovator Etfs Trust
Recent Activity
New Position
0.03%
$287,216
11,646 shares@ $24.67 avg price