Fortis Capital Advisors, LLC Purchases in Q2 2025

Fortis Capital Advisors, LLC

  • $559 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
EUFN
Ishares Msci Europe Financials

ETFs
516
+ 5.16%
$24.77 - $32.27 $12.8K - $16.7K
10.5K $333M
TLTW
Ishares Tr 20+ Yr Treas Bd Buy
2.9K
+ 12.76%
N/A
25.7K $595M
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
353
+ 11.98%
$65.84 - $80.81 $23.2K - $28.5K
3.3K $264M
Boeing Co.
30K
New
N/A
30K $30.2M
Expedia Group Inc.
30K
New
N/A
30K $30M
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
523
+ 10.05%
$49.57 - $50.27 $25.9K - $26.3K
5.73K $288M
IWM
Ishares Russell 2000 ETF

ETFs
41
+ 3.47%
$174.82 - $215.79 $7.17K - $8.85K
1.22K $264M
BX
Blackstone Inc.

Financial Services
40
+ 2.48%
$120.07 - $151.11 $4.8K - $6.04K
1.66K $248M
Dell Inc.
20K
New
N/A
20K $21.4M
Freeport Mc Mo Ran Inc.
20K
New
N/A
20K $20.8M
Hyatt Hotels Corp.
20K
New
N/A
20K $20M
IWD
Ishares Russell 1000 Val ETF

ETFs
34
+ 1.54%
$166.82 - $194.23 $5.67K - $6.6K
2.24K $435M
Citigroup Inc.
20K
New
N/A
20K $19.9M
PG
Procter & Gamble CO

Consumer Defensive
230
+ 14.18%
$157.66 - $172.39 $36.3K - $39.6K
1.85K $295M
General Motors Co.
17K
New
N/A
17K $17M
VDC
Vanguard Consumer Staples ETF

ETFs
58
+ 5.57%
$204.89 - $224.73 $11.9K - $13K
1.1K $241M
PEN
Penumbra Inc

Healthcare
154
+ 5.63%
$253.22 - $299.78 $39K - $46.2K
2.89K $742M
TJX
Tjx Companies Inc

Consumer Cyclical
35
+ 1.11%
$119.13 - $135.03 $4.17K - $4.73K
3.2K $395M
EPRT
Essential Properties Realty Trust, Inc.

Real Estate
572
+ 3.18%
$28.45 - $33.08 $16.3K - $18.9K
18.6K $592M
UNP
Union Pacific Corp

Industrials
30
+ 3.07%
$208.27 - $238.46 $6.25K - $7.15K
1.01K $232M
COLL
Collegium Pharmaceutical, Inc

Healthcare
30
+ 0.22%
$24.67 - $30.44 $740 - $913
13.7K $405M
MRNA
Moderna, Inc.

Healthcare
15
+ 0.18%
$23.65 - $28.54 $355 - $428
8.21K $226M
DUK
Duke Energy Corp

Utilities
26
+ 1.06%
$112.46 - $124.05 $2.92K - $3.23K
2.47K $292M
BUCK
Simplify Exchange Traded Fds S
1.92K
+ 3.81%
N/A
52.3K $1.24B
UPS
United Parcel Service Inc

Industrials
180
+ 5.65%
$91.92 - $110.2 $16.5K - $19.8K
3.37K $340M
Annaly Capital Management In
50
+ 0.47%
N/A
10.6K $200M
NOC
Northrop Grumman Corp

Industrials
16
+ 0.78%
$456.3 - $540.39 $7.3K - $8.65K
2.08K $1.04B
EOG
Eog Resources Inc

Energy
197
+ 3.82%
$104.61 - $129.97 $20.6K - $25.6K
5.35K $640M
ABBV
Abb Vie Inc.

Healthcare
475
+ 10.02%
$170.16 - $206.27 $80.8K - $98K
5.21K $968M
LLY
Eli Lilly & CO

Healthcare
37
+ 2.13%
$713.71 - $898.95 $26.4K - $33.3K
1.77K $1.38B
TMUS
T Mobile Us, Inc.

Communication Services
159
+ 5.05%
$220.99 - $268.54 $35.1K - $42.7K
3.31K $789M
BKR
Baker Hughes CO

Energy
683
+ 4.25%
$35.0 - $44.92 $23.9K - $30.7K
16.8K $643M
Activity Summary
Buys All Purchases 133 New Holdings 46 Increased Positions 87 Sells All Sells 91 Reductions 91 Sold out 0 Options Calls 0 Puts 0
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