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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
HSYHershey Co
Recent Activity
Increased 53.74%
0.84%
$8.503M
44,339 shares@ $191.79 avg price
VTEBVanguard Mun Bd Fds
Recent Activity
Increased 11.58%
0.83%
$8.436M
165,030 shares@ $51.13 avg price
ETREntergy Corp New
Recent Activity
Increased 1.24%
0.82%
$8.359M
63,514 shares@ $131.61 avg price
XOMExxon Mobil Corp
Recent Activity
Increased 149.94%
0.8%
$8.15M
69,525 shares@ $117.23 avg price
MDTMedtronic Plc
Recent Activity
Increased 30.04%
0.78%
$7.933M
88,110 shares@ $90.03 avg price
APDAir Prods & Chems Inc
Recent Activity
Increased 2.2%
0.78%
$7.93M
26,634 shares@ $297.75 avg price
IJRIshares Tr
Recent Activity
Increased 2.48%
0.78%
$7.924M
67,746 shares@ $116.96 avg price
IVEIshares Tr
Recent Activity
Increased 1.39%
0.78%
$7.89M
40,017 shares@ $197.18 avg price
VZVerizon Communications Inc
Recent Activity
Increased 11.54%
0.78%
$7.88M
175,460 shares@ $44.91 avg price
AMATApplied Matls Inc
Recent Activity
Increased 763.71%
0.76%
$7.693M
38,072 shares@ $202.06 avg price