Fortis Capital Advisors, LLC New Holdings in Q3 2024

Fortis Capital Advisors, LLC

  • $299 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
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
PLTR
Palantir Technologies Inc.

Technology
39.2K
New
$24.09 - $37.95 $945K - $1.49M
39.2K $1.46B
AXP
American Express CO

Financial Services
4.93K
New
$225.92 - $271.17 $1.11M - $1.34M
4.93K $1.34B
XLRE
Select Sector Spdr Tr Real Est

ETFs
29.7K
New
$38.04 - $45.36 $1.13M - $1.34M
29.7K $1.32B
EFX
Equifax Inc

Industrials
3.84K
New
$236.42 - $307.13 $907K - $1.18M
3.84K $1.13B
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
TFC
Truist Financial Corp

Financial Services
15.3K
New
$38.22 - $44.94 $585K - $688K
15.3K $655M
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
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
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
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
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
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
DUK
Duke Energy Corp

Utilities
2.08K
New
$99.35 - $117.71 $206K - $244K
2.08K $239M
VOOG
Vanguard S&P 500 Growth ETF

ETFs
693
New
$305.34 - $350.41 $212K - $243K
693 $239M
PM
Philip Morris International Inc.

Consumer Defensive
1.95K
New
$101.25 - $127.45 $197K - $248K
1.95K $236M
EFG
Msci Eafe Growth ETF

ETFs
2.12K
New
$96.84 - $108.77 $206K - $231K
2.12K $229M
IUSB
Ishares Core Total Usd Bond Ma

ETFs
4.82K
New
$44.83 - $47.42 $216K - $228K
4.82K $227M
IEUR
Ishares Tr Ishares Core Msci E

ETFs
3.47K
New
$55.51 - $61.51 $192K - $213K
3.47K $211M
IHI
Ishares Tr Dow Jones Us Medica

ETFs
3.54K
New
$54.38 - $59.77 $192K - $212K
3.54K $210M
AMGN
Amgen Inc

Healthcare
645
New
$309.38 - $337.38 $200K - $218K
645 $208M
QUAL
Ishares Msci Usa Quality Facto

ETFs
1.16K
New
$162.64 - $179.3 $188K - $207K
1.16K $207M
MO
Altria Group, Inc.

Consumer Defensive
3.93K
New
$45.95 - $54.71 $181K - $215K
3.93K $201M
ETV
Eaton Vance Tax Managed Buy Write Opportunities Fund

Financial Services
10.2K
New
$12.65 - $13.91 $129K - $142K
10.2K $140M
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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