Fortis Capital Advisors, LLC Incresed Positions in Q1 2025

Fortis Capital Advisors, LLC

  • $493 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
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
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
5.85K
+ 211.73%
$507.05 - $563.67 $2.97M - $3.3M
8.61K $4.43B
PLTR
Palantir Technologies Inc.

Technology
14.6K
+ 45.95%
$64.98 - $124.62 $949K - $1.82M
46.4K $3.92B
XLF
Financial Sector Spdr

ETFs
52K
+ 743.34%
$47.32 - $52.19 $2.46M - $2.72M
59K $2.94B
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
XOM
Exxon Mobil Corp

Energy
14.6K
+ 817.93%
$105.44 - $118.93 $1.54M - $1.74M
16.4K $1.95B
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
VOT
Vanguard Mid Cap Growth Index

ETFs
4.46K
+ 132.77%
$237.72 - $276.98 $1.06M - $1.24M
7.82K $1.91B
META
Meta Platforms, Inc.

Communication Services
800
+ 7.91%
$576.36 - $736.67 $461K - $589K
10.9K $6.29B
VBR
Vanguard Small Cap Value ETF

ETFs
5.26K
+ 309.54%
$183.02 - $207.75 $963K - $1.09M
6.96K $1.3B
V
Visa Inc.

Financial Services
2.21K
+ 99.24%
$306.92 - $362.71 $679K - $802K
4.44K $1.56B
HD
Home Depot, Inc.

Consumer Cyclical
2.41K
+ 113.96%
$347.25 - $424.87 $836K - $1.02M
4.52K $1.66B
AVGO
Broadcom Inc.

Technology
4.98K
+ 129.07%
$167.43 - $244.7 $834K - $1.22M
8.84K $1.48B
TFC
Truist Financial Corp

Financial Services
19.8K
+ 367.54%
$39.48 - $48.15 $781K - $952K
25.2K $1.04B
VTWO
Vanguard Russell 2000 ETF

ETFs
9.72K
+ 327.04%
$80.08 - $92.93 $779K - $904K
12.7K $1.02B
VEA
Vanguard Ftse Developed Market

ETFs
15.1K
+ 138.15%
$47.4 - $52.99 $714K - $798K
26K $1.32B
RSP
Invesco S&P 500 Equal Weight E

ETFs
4.26K
+ 51.17%
$169.43 - $182.84 $721K - $778K
12.6K $2.18B
VGT
Vanguard Information Technolog

ETFs
910
+ 115.34%
$542.38 - $646.34 $494K - $588K
1.7K $922M
VV
Vanguard Large Cap ETF

ETFs
1.65K
+ 155.07%
$253.32 - $282.66 $419K - $467K
2.72K $699M
IWF
Ishares Russell 1000 Gr ETF

ETFs
1.02K
+ 39.59%
$360.07 - $417.26 $368K - $427K
3.61K $1.3B
VTV
Vanguard Value ETF

ETFs
2.07K
+ 63.46%
$167.73 - $179.21 $348K - $372K
5.34K $923M
GLD
Spdr Gold Trust

ETFs
303
+ 6.37%
$243.19 - $288.14 $73.7K - $87.3K
5.06K $1.46B
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
7.04K
+ 77.4%
$42.5 - $46.71 $299K - $329K
16.1K $730M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
421
+ 34.76%
$442.66 - $534.52 $186K - $225K
1.63K $869M
VTI
Vanguard Total Stock Market Et

ETFs
1.09K
+ 22.34%
$271.18 - $303.12 $297K - $332K
5.99K $1.65B
Atlassian Corporation
468
+ 12.19%
N/A
4.31K $914M
VOOV
Vanguard S&P 500 Value ETF

ETFs
1.18K
+ 94.11%
$179.71 - $192.06 $212K - $227K
2.44K $449M
VOOG
Vanguard S&P 500 Growth ETF

ETFs
623
+ 90.42%
$333.37 - $384.99 $208K - $240K
1.31K $439M
CVX
Chevron Corp

Energy
855
+ 33.54%
$146.71 - $167.97 $125K - $144K
3.4K $570M
WMT
Walmart Inc.

Consumer Defensive
1.81K
+ 63.24%
$84.5 - $105.05 $153K - $190K
4.66K $409M
AAPL
Apple Inc.

Technology
3.05K
+ 4.07%
$209.68 - $247.1 $640K - $754K
78.1K $17.3B
PM
Philip Morris International Inc.

Consumer Defensive
629
+ 36.53%
$117.15 - $158.79 $73.7K - $99.9K
2.35K $373M
DIS
Walt Disney CO

Communication Services
1.4K
+ 61.98%
$96.87 - $114.0 $136K - $160K
3.66K $362M
VUG
Vanguard Growth ETF

ETFs
418
+ 18.22%
$369.1 - $427.61 $154K - $179K
2.71K $1.01B
VBK
Vanguard Small Cap Growth ETF

ETFs
734
+ 12.06%
$247.97 - $296.33 $182K - $218K
6.82K $1.72B
MAIN
Main Street Capital Corp

Financial Services
30
+ 0.2%
$54.71 - $63.1 $1.64K - $1.89K
15K $850M
VIG
Vanguard Dividend Appreciation

ETFs
629
+ 10.12%
N/A
6.85K $1.33B
UNH
Unitedhealth Group Inc

Healthcare
230
+ 59.13%
$461.52 - $548.18 $106K - $126K
619 $324M
BND
Vanguard Bd Index Fd Inc Total

ETFs
1.29K
+ 42.04%
$71.17 - $73.66 $91.7K - $94.9K
4.35K $320M
MGK
Vanguard Mega Cap Growth ETF

ETFs
270
+ 16.89%
$307.43 - $357.48 $83K - $96.5K
1.87K $577M
AZO
Autozone Inc

Consumer Cyclical
2
+ 2.0%
$3193.96 - $3828.11 $6.39K - $7.66K
102 $389M
LULU
Lululemon Athletica Inc.

Consumer Cyclical
4
+ 0.16%
$283.06 - $421.16 $1.13K - $1.68K
2.49K $704M
DUK
Duke Energy Corp

Utilities
287
+ 13.28%
$105.87 - $121.97 $30.4K - $35K
2.45K $299M
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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