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
RTX
Raytheon Technologies Corp

Industrials
7.14K
New
$114.1 - $135.66 $814K - $968K
7.14K $945M
V
Visa Inc.

Financial Services
2.21K
+ 99.24%
$306.92 - $362.71 $679K - $802K
4.44K $1.56B
EPOL
Ishares Tr Msci Poland ETF

ETFs
32.1K
New
$20.91 - $29.15 $672K - $936K
32.1K $900M
SCHC
Schwab Strategic Tr Intl Small

ETFs
25K
New
$33.57 - $37.22 $841K - $932K
25K $899M
HD
Home Depot, Inc.

Consumer Cyclical
2.41K
+ 113.96%
$347.25 - $424.87 $836K - $1.02M
4.52K $1.66B
NET
Cloudflare, Inc.

Technology
7.79K
New
$110.71 - $176.5 $862K - $1.37M
7.79K $878M
AVGO
Broadcom Inc.

Technology
4.98K
+ 129.07%
$167.43 - $244.7 $834K - $1.22M
8.84K $1.48B
SONY
Sony Group Corp

Technology
33.5K
New
$19.88 - $25.64 $666K - $859K
33.5K $850M
VRTX
Vertex Pharmaceuticals Inc

Healthcare
1.75K
New
$402.49 - $513.76 $706K - $901K
1.75K $850M
IWP
Ishares Russell Mid Cap Growth

ETFs
7.16K
New
$114.9 - $139.6 $823K - $1M
7.16K $841M
Kenvue Inc
33.2K
New
N/A
33.2K $797M
SCHE
Schwab Strategic Tr Us Emergin

ETFs
28.9K
New
$25.81 - $28.52 $746K - $824K
28.9K $797M
TFC
Truist Financial Corp

Financial Services
19.8K
+ 367.54%
$39.48 - $48.15 $781K - $952K
25.2K $1.04B
LGOV
First Tr ETF Iv Long Duration

ETFs
36.9K
New
$20.41 - $21.7 $753K - $801K
36.9K $793M
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
10.6K
New
$68.32 - $75.06 $724K - $795K
10.6K $791M
SHM
Spdr Nuveen Bloomberg Short Te

ETFs
16.2K
New
$47.33 - $47.92 $768K - $777K
16.2K $772M
HCA
Hca Healthcare, Inc.

Healthcare
2.22K
New
$296.7 - $345.55 $659K - $767K
2.22K $767M
VTWO
Vanguard Russell 2000 ETF

ETFs
9.72K
+ 327.04%
$80.08 - $92.93 $779K - $904K
12.7K $1.02B
HQY
Healthequity, Inc.

Healthcare
8.55K
New
$84.32 - $114.51 $721K - $979K
8.55K $756M
PSLV
Sprott Physical Silver Trust

Financial Services
64.8K
New
$9.86 - $11.68 $639K - $757K
64.8K $751M
VEA
Vanguard Ftse Developed Market

ETFs
15.1K
+ 138.15%
$47.4 - $52.99 $714K - $798K
26K $1.32B
PEN
Penumbra Inc

Healthcare
2.74K
New
$237.28 - $303.76 $649K - $831K
2.74K $732M
RBLX
Roblox Corp

Communication Services
12.5K
New
$53.77 - $75.47 $672K - $943K
12.5K $728M
RSP
Invesco S&P 500 Equal Weight E

ETFs
4.26K
+ 51.17%
$169.43 - $182.84 $721K - $778K
12.6K $2.18B
MCO
Moodys Corp

Financial Services
1.53K
New
$437.8 - $527.48 $672K - $809K
1.53K $714M
BKR
Baker Hughes CO

Energy
16.1K
New
$41.16 - $48.85 $662K - $786K
16.1K $707M
Z
Zillow Group Inc Cl C Cap Stk

Communication Services
10.1K
New
$68.37 - $87.97 $689K - $887K
10.1K $691M
EFA
Ishares Tr Msci Eafe ETF

ETFs
8.3K
New
$74.85 - $84.89 $621K - $705K
8.3K $679M
GPS
Gap Inc

Consumer Cyclical
31.6K
New
N/A
31.6K $652M
TME
Tencent Music Entertainment Group

Communication Services
45K
New
$10.28 - $15.09 $462K - $679K
45K $648M
UBS
Ubs Group Ag

Financial Services
20.9K
New
$30.28 - $35.78 $631K - $746K
20.9K $639M
MKC
Mccormick & CO Inc

Consumer Defensive
7.64K
New
$71.24 - $84.73 $544K - $648K
7.64K $629M
UBER
Uber Technologies, Inc

Technology
8.62K
New
$63.17 - $81.49 $544K - $702K
8.62K $628M
ADSK
Autodesk, Inc.

Technology
2.38K
New
N/A
2.38K $622M
KDP
Keurig Dr Pepper Inc.

Consumer Defensive
17.9K
New
$30.38 - $34.94 $545K - $627K
17.9K $614M
AJG
Arthur J. Gallagher & Co.

Financial Services
1.74K
New
$275.89 - $345.24 $481K - $602K
1.74K $602M
OTIS
Otis Worldwide Corp

Industrials
5.81K
New
$90.77 - $104.01 $527K - $604K
5.81K $599M
EPRT
Essential Properties Realty Trust, Inc.

Real Estate
18K
New
$30.51 - $32.85 $549K - $591K
18K $587M
MUNI
Pimco ETF Tr Inter Mun Bd Acti

ETFs
11.3K
New
$51.26 - $52.53 $577K - $591K
11.3K $580M
EXEL
Exelixis, Inc.

Healthcare
15.5K
New
$32.38 - $39.16 $501K - $606K
15.5K $572M
SCHO
Schwab Short Term Us Treasury

ETFs
23.3K
New
$24.1 - $24.34 $562K - $567K
23.3K $567M
VNLA
Janus Henderson Short Duration

ETFs
11K
New
$48.89 - $49.21 $539K - $542K
11K $541M
MDYV
Spdr S&P 400 Mid Cap Value ETF

ETFs
7.02K
New
$75.47 - $84.24 $530K - $592K
7.02K $541M
PPL
Ppl Corp

Utilities
15K
New
$31.68 - $36.11 $474K - $540K
15K $540M
DOX
Amdocs LTD

Technology
5.84K
New
$82.21 - $92.02 $480K - $538K
5.84K $535M
LOGI
Logitech International S.A.

Technology
6.33K
New
$81.64 - $105.06 $517K - $665K
6.33K $534M
AVAV
Aero Vironment Inc

Industrials
4.26K
New
$119.19 - $186.12 $508K - $792K
4.26K $508M
EQIX
Equinix Inc

Real Estate
599
New
$803.0 - $959.97 $481K - $575K
599 $488M
XYLD
Global X Fds S&P 500 Covered C

ETFs
11.9K
New
$39.02 - $42.89 $464K - $510K
11.9K $470M
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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