Fortis Capital Advisors, LLC Purchases in Q3 2024

Fortis Capital Advisors, LLC

  • $299 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
IVV
Ishares Core S&P 500 ETF

ETFs
12.2K
+ 685.25%
$520.18 - $576.82 $6.36M - $7.05M
14K $8.08B
SPY
Spdr S&P 500 ETF Trust

ETFs
28.1K
+ 52.8%
$517.38 - $573.86 $14.6M - $16.1M
81.4K $35.4B
TLT
Ishares Barclays 20+ Year Trea

ETFs
35.8K
New
$89.91 - $101.33 $3.22M - $3.63M
35.8K $3.51B
XLG
Invesco Exchange Traded Fd Tr

ETFs
66.5K
New
$42.54 - $47.97 $2.83M - $3.19M
66.5K $3.16B
AAPL
Apple Inc.

Technology
3.03K
+ 4.1%
$207.23 - $234.82 $629K - $712K
77.1K $18B
IWM
Ishares Russell 2000 ETF

ETFs
7.14K
+ 312.88%
$200.87 - $224.6 $1.43M - $1.6M
9.42K $2.08B
IJH
Ishares Core S&P Mid Cap ETF

ETFs
25.5K
+ 329.36%
$57.32 - $62.65 $1.46M - $1.59M
33.2K $2.07B
QQQ
Invesco Qqq Trust, Series 1

ETFs
2.16K
+ 3.61%
$434.77 - $502.96 $937K - $1.08M
62K $30.2B
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
2.75K
+ 250.87%
$475.2 - $527.7 $1.31M - $1.45M
3.85K $2.03B
PLTR
Palantir Technologies Inc.

Technology
39.2K
New
$24.09 - $37.95 $945K - $1.49M
39.2K $1.46B
XLRE
Select Sector Spdr Tr Real Est

ETFs
29.7K
New
$38.04 - $45.36 $1.13M - $1.34M
29.7K $1.32B
XSMO
Invesco S&P Smallcap Momentum

ETFs
17.8K
+ 89.02%
$59.5 - $67.14 $1.06M - $1.2M
37.8K $2.5B
HD
Home Depot, Inc.

Consumer Cyclical
2.58K
+ 156.11%
$333.64 - $405.2 $860K - $1.05M
4.23K $1.71B
EFX
Equifax Inc

Industrials
3.84K
New
$236.42 - $307.13 $907K - $1.18M
3.84K $1.13B
IJR
Ishares Core S&P Sm Cap ETF

ETFs
8.76K
+ 241.19%
$105.53 - $118.34 $924K - $1.04M
12.4K $1.45B
AGG
Ishares Core U.S. Aggregate Bo

ETFs
10.2K
+ 216.24%
$96.25 - $101.98 $984K - $1.04M
15K $1.51B
AVGO
Broadcom Inc.

Technology
8.23K
+ 3013.55%
$136.27 - $1745.86 $1.12M - $14.4M
8.5K $1.47B
NVO
Novo Nordisk A S

Healthcare
8.19K
New
$119.07 - $145.42 $976K - $1.19M
8.19K $976M
Neos ETF Trust
85K
New
N/A
85K $894M
HON
Honeywell International Inc

Industrials
3.63K
New
$196.73 - $220.21 $713K - $798K
3.63K $750M
CSCO
Cisco Systems, Inc.

Technology
12.7K
New
$44.74 - $53.22 $568K - $676K
12.7K $676M
XLF
Financial Sector Spdr

ETFs
14.8K
New
$40.84 - $45.74 $606K - $679K
14.8K $672M
TFC
Truist Financial Corp

Financial Services
15.3K
New
$38.22 - $44.94 $585K - $688K
15.3K $655M
JPM
Jpmorgan Chase & CO

Financial Services
2.47K
+ 32.92%
$194.9 - $224.8 $481K - $555K
9.97K $2.1B
LNG
Cheniere Energy, Inc.

Energy
3.03K
New
$172.24 - $186.09 $522K - $564K
3.03K $545M
VGT
Vanguard Information Technolog

ETFs
908
New
$514.43 - $606.85 $467K - $551K
908 $533M
GS
Goldman Sachs Group Inc

Financial Services
1.07K
New
$459.02 - $510.25 $492K - $546K
1.07K $530M
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
8.09K
New
$49.83 - $62.75 $403K - $507K
8.09K $466M
IWR
Ishares Russell Mid Cap ETF

ETFs
5.25K
New
$79.92 - $88.19 $419K - $463K
5.25K $462M
VTWO
Vanguard Russell 2000 ETF

ETFs
5.14K
New
$81.17 - $90.77 $417K - $467K
5.14K $459M
ABBV
Abb Vie Inc.

Healthcare
1.24K
+ 16.82%
$163.84 - $199.33 $203K - $247K
8.61K $1.7B
VONG
Vanguard Russell 1000 Growth E

ETFs
4.29K
New
$85.48 - $98.39 $367K - $422K
4.29K $414M
PSX
Phillips 66

Energy
3.04K
New
$125.0 - $147.17 $380K - $448K
3.04K $400M
AMT
American Tower Corp

Real Estate
1.7K
New
$192.27 - $242.73 $327K - $413K
1.7K $395M
BJ
Bj'S Wholesale Club Holdings, Inc.

Consumer Defensive
4.75K
New
$76.83 - $91.38 $365K - $434K
4.75K $392M
VRT
Vertiv Holdings CO

Industrials
3.92K
New
$86.66 - $86.66 $339K - $339K
3.92K $390M
ANET
Arista Networks, Inc.

Technology
680
+ 17.67%
$311.42 - $388.21 $212K - $264K
4.53K $1.74B
VMC
Vulcan Materials CO

Basic Materials
1.51K
New
$231.83 - $274.51 $351K - $415K
1.51K $379M
EQIX
Equinix Inc

Real Estate
421
New
$749.0 - $890.01 $315K - $375K
421 $374M
VTI
Vanguard Total Stock Market Et

ETFs
1.05K
+ 27.29%
$255.18 - $283.2 $268K - $297K
4.9K $1.39B
RBLX
Roblox Corp

Communication Services
7.92K
New
$36.18 - $47.64 $287K - $377K
7.92K $351M
VBR
Vanguard Small Cap Value ETF

ETFs
1.7K
New
$179.99 - $201.6 $307K - $344K
1.7K $342M
XMHQ
Invesco Exchange Traded Fd Tr

ETFs
2.22K
+ 12.94%
$94.31 - $103.26 $210K - $229K
19.4K $1.99B
WMT
Walmart Inc.

Consumer Defensive
3.44K
New
$66.91 - $81.4 $230K - $280K
3.44K $278M
EFV
Msci Eafe Value ETF

ETFs
4.82K
New
$51.72 - $57.96 $249K - $279K
4.82K $277M
XMMO
Invesco Exchange Traded Fd Tr

ETFs
2.12K
New
$110.22 - $120.89 $234K - $257K
2.12K $256M
DHR
Danaher Corp

Healthcare
575
+ 17.12%
$239.25 - $280.76 $138K - $161K
3.93K $1.09B
XOM
Exxon Mobil Corp

Energy
2.09K
New
$109.72 - $119.0 $229K - $248K
2.09K $245M
VOOV
Vanguard S&P 500 Value ETF

ETFs
1.26K
New
$175.0 - $190.72 $221K - $240K
1.26K $240M
Activity Summary
Buys All Purchases 95 New Holdings 43 Increased Positions 52 Sells All Sells 64 Reductions 64 Sold out 0 Options Calls 0 Puts 0
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