Fortis Capital Advisors, LLC Purchases in Q1 2025

Fortis Capital Advisors, LLC

  • $493 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
FNDX
Schwab Fundamental U S Large C

ETFs
1.27M
New
$23.03 - $25.01 $29.2M - $31.7M
1.27M $30B
SCHX
Schwab Strategic Tr Us Large C

ETFs
1.35M
New
$21.75 - $24.28 $29.3M - $32.7M
1.35M $29.7B
SCHG
Schwab Strategic Tr Us Large C

ETFs
1.03M
New
$24.91 - $29.02 $25.7M - $30M
1.03M $25.9B
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
778K
New
$18.36 - $20.51 $14.3M - $16M
778K $15.4B
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
143K
+ 152.98%
$91.45 - $91.75 $13M - $13.1M
236K $21.6B
VO
Vanguard Mid Cap ETF

ETFs
37.1K
+ 2961.29%
$251.87 - $277.95 $9.35M - $10.3M
38.4K $9.92B
IJR
Ishares Core S&P Sm Cap ETF

ETFs
91.5K
+ 2606.32%
$102.49 - $119.96 $9.38M - $11M
95K $9.94B
IVV
Ishares Core S&P 500 ETF

ETFs
14.3K
+ 476.25%
$554.06 - $615.85 $7.9M - $8.78M
17.3K $9.69B
EFG
Msci Eafe Growth ETF

ETFs
69.9K
+ 3074.43%
$96.1 - $106.37 $6.71M - $7.43M
72.1K $7.21B
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
115K
New
$54.25 - $57.64 $6.24M - $6.63M
115K $6.34B
PLTR
Palantir Technologies Inc.

Technology
14.6K
+ 45.95%
$64.98 - $124.62 $949K - $1.82M
46.4K $3.92B
IEFA
Ishares Tr

ETFs
37.3K
New
$69.57 - $78.65 $2.59M - $2.93M
37.3K $2.82B
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
55.1K
New
$49.78 - $53.19 $2.74M - $2.93M
55.1K $2.81B
XLF
Financial Sector Spdr

ETFs
52K
+ 743.34%
$47.32 - $52.19 $2.46M - $2.72M
59K $2.94B
XMMO
Invesco Exchange Traded Fd Tr

ETFs
21.5K
New
$110.9 - $132.93 $2.38M - $2.85M
21.5K $2.44B
ACWX
Ishares Msci Acwi Ex Us ETF

ETFs
42.9K
New
$51.39 - $57.43 $2.21M - $2.47M
42.9K $2.38B
JNJ
Johnson & Johnson

Healthcare
12K
+ 411.7%
$142.06 - $167.7 $1.71M - $2.02M
15K $2.48B
AGG
Ishares Core U.S. Aggregate Bo

ETFs
20.1K
+ 630.09%
$95.85 - $99.25 $1.93M - $2M
23.3K $2.31B
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
39.2K
New
$34.58 - $45.97 $1.35M - $1.8M
39.2K $1.8B
MUB
Ishares National Muni Bond ETF

ETFs
16.9K
+ 814.38%
$104.71 - $107.69 $1.77M - $1.82M
19K $2B
XOM
Exxon Mobil Corp

Energy
14.6K
+ 817.93%
$105.44 - $118.93 $1.54M - $1.74M
16.4K $1.95B
IWY
Ishares Tr Russell 200 Growth

ETFs
8.22K
New
$210.19 - $243.33 $1.73M - $2M
8.22K $1.73B
PZA
Invesco ETF Tr Ii Natl Amt Fre

ETFs
75K
New
$22.83 - $23.75 $1.71M - $1.78M
75K $1.73B
BRK-A
Berkshire Hathaway Inc

Financial Services
2
New
$663000.0 - $801950.0 $1.33M - $1.6M
2 $1.6B
TFI
Spdr Nuveen Bloomberg Municipa

ETFs
32.4K
New
$44.81 - $46.22 $1.45M - $1.5M
32.4K $1.46B
VOE
Vanguard Mid Cap Value Index F

ETFs
9.06K
New
$156.61 - $168.02 $1.42M - $1.52M
9.06K $1.45B
XLC
Select Sector Spdr Tr Communic

ETFs
14.9K
New
$94.84 - $105.31 $1.42M - $1.57M
14.9K $1.44B
IJH
Ishares Core S&P Mid Cap ETF

ETFs
25K
+ 278.76%
$57.21 - $65.8 $1.43M - $1.65M
34K $1.98B
NFLX
Netflix Inc

Communication Services
408
+ 9.73%
$828.4 - $1058.6 $338K - $432K
4.6K $4.29B
VB
Vanguard Small Cap ETF

ETFs
6.08K
New
$217.89 - $252.64 $1.32M - $1.54M
6.08K $1.35B
Arista Networks Inc
17.3K
New
N/A
17.3K $1.34B
CSCO
Cisco Systems, Inc.

Technology
20.9K
New
$58.74 - $64.87 $1.23M - $1.35M
20.9K $1.29B
LNG
Cheniere Energy, Inc.

Energy
5.52K
New
$209.32 - $253.66 $1.16M - $1.4M
5.52K $1.28B
VONG
Vanguard Russell 1000 Growth E

ETFs
13.4K
New
$92.71 - $107.38 $1.25M - $1.44M
13.4K $1.25B
BUCK
Simplify Exchange Traded Fds S
50.3K
New
N/A
50.3K $1.24B
BMY
Bristol Myers Squibb CO

Healthcare
19.9K
New
$53.9 - $63.11 $1.07M - $1.26M
19.9K $1.21B
SCHP
Schwab Strategic Us Tips ETF

ETFs
44.8K
New
$25.69 - $26.89 $1.15M - $1.21M
44.8K $1.21B
RVNU
Xtrackers Municipal Infrastruc

ETFs
48.9K
New
$24.5 - $25.39 $1.2M - $1.24M
48.9K $1.2B
BJ
Bj'S Wholesale Club Holdings, Inc.

Consumer Defensive
10.1K
New
$88.0 - $115.5 $889K - $1.17M
10.1K $1.15B
AON
Aon PLC

Financial Services
2.85K
New
$348.44 - $409.32 $993K - $1.17M
2.85K $1.14B
VOT
Vanguard Mid Cap Growth Index

ETFs
4.46K
+ 132.77%
$237.72 - $276.98 $1.06M - $1.24M
7.82K $1.91B
FXI
Ishares Tr

ETFs
29.9K
New
$28.65 - $38.55 $858K - $1.15M
29.9K $1.07B
Blackrock Inc
1.1K
New
N/A
1.1K $1.04B
CTVA
Corteva, Inc.

Basic Materials
16.4K
New
$55.94 - $66.15 $919K - $1.09M
16.4K $1.03B
ACN
Accenture PLC

Technology
3.28K
New
$300.91 - $398.25 $988K - $1.31M
3.28K $1.02B
IWS
Ishares Russell Midcap Value E

ETFs
8.11K
New
$122.59 - $135.24 $994K - $1.1M
8.11K $1.02B
META
Meta Platforms, Inc.

Communication Services
800
+ 7.91%
$576.36 - $736.67 $461K - $589K
10.9K $6.29B
CME
Cme Group Inc.

Financial Services
3.83K
New
$225.82 - $266.54 $865K - $1.02M
3.83K $1.02B
VBR
Vanguard Small Cap Value ETF

ETFs
5.26K
+ 309.54%
$183.02 - $207.75 $963K - $1.09M
6.96K $1.3B
Activity Summary
Buys All Purchases 199 New Holdings 130 Increased Positions 69 Sells All Sells 43 Reductions 43 Sold out 0 Options Calls 0 Puts 0
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