Fortis Capital Advisors, LLC New Holdings 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
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
115K
New
$54.25 - $57.64 $6.24M - $6.63M
115K $6.34B
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
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
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
39.2K
New
$34.58 - $45.97 $1.35M - $1.8M
39.2K $1.8B
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
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
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
CME
Cme Group Inc.

Financial Services
3.83K
New
$225.82 - $266.54 $865K - $1.02M
3.83K $1.02B
RTX
Raytheon Technologies Corp

Industrials
7.14K
New
$114.1 - $135.66 $814K - $968K
7.14K $945M
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
NET
Cloudflare, Inc.

Technology
7.79K
New
$110.71 - $176.5 $862K - $1.37M
7.79K $878M
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
HUBS
Hubspot Inc

Technology
1.46K
New
$571.29 - $819.71 $835K - $1.2M
1.46K $835M
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
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
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
PEN
Penumbra Inc

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