Fortis Capital Advisors, LLC Sells in Q3 2024

Fortis Capital Advisors, LLC

  • $299 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
CRWD
Crowd Strike Holdings, Inc.

Technology
-9.97K
- 73.76%
$217.89 - $392.15 $2.17M - $3.91M
3.55K $994M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
-44.9K
- 38.13%
$91.42 - $91.82 $4.11M - $4.13M
72.9K $6.69B
AMD
Advanced Micro Devices Inc

Technology
-15.6K
- 88.58%
$128.67 - $183.96 $2.01M - $2.87M
2.01K $330M
AGM
Federal Agricultural Mortgage Corp

Financial Services
-8.67K
- 55.32%
$174.81 - $215.18 $1.52M - $1.86M
7K $1.31B
NVDA
Nvidia Corp

Technology
-4.84K
- 2.2%
$98.91 - $134.91 $479K - $653K
215K $26.2B
COST
Costco Wholesale Corp

Consumer Defensive
-1.19K
- 27.25%
$801.83 - $917.05 $954K - $1.09M
3.18K $2.82B
LLY
Eli Lilly & CO

Healthcare
-806
- 30.58%
$772.14 - $960.02 $622K - $774K
1.83K $1.62B
VEEV
Veeva Systems Inc

Healthcare
-3.9K
- 51.96%
$180.43 - $223.9 $704K - $873K
3.61K $757M
VT
Vanguard Total World Stk Index

ETFs
-5.66K
- 30.28%
$107.72 - $119.96 $610K - $679K
13K $1.56B
GOOGL
Alphabet Inc.

Communication Services
-1.66K
- 13.0%
$148.65 - $191.18 $246K - $317K
11.1K $1.84B
MA
Mastercard Inc

Financial Services
-1.32K
- 34.9%
$429.6 - $500.99 $566K - $660K
2.46K $1.21B
TMUS
T Mobile Us, Inc.

Communication Services
-3.5K
- 37.31%
$175.14 - $206.36 $613K - $722K
5.88K $1.21B
HEI
Heico Corp

Industrials
-1.91K
- 47.21%
$220.59 - $267.96 $421K - $512K
2.14K $559M
ELV
Elevance Health, Inc.

Healthcare
-491
- 18.09%
$500.12 - $562.29 $246K - $276K
2.22K $1.16B
ARCC
Ares Capital Corp

Financial Services
-14.9K
- 46.29%
$19.8 - $21.28 $295K - $317K
17.3K $362M
MAIN
Main Street Capital Corp

Financial Services
-6K
- 28.57%
$47.05 - $52.25 $282K - $314K
15K $752M
LULU
Lululemon Athletica Inc.

Consumer Cyclical
-543
- 17.94%
$233.4 - $302.36 $127K - $164K
2.48K $674M
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
-1.3K
- 25.4%
$210.25 - $231.86 $272K - $300K
3.81K $849M
XLK
Technology Sector Spdr

ETFs
-940
- 5.85%
$197.34 - $237.68 $185K - $223K
15.1K $3.42B
Arm Holdings PLC
-874
- 22.42%
N/A
3.03K $433M
HSY
Hershey CO

Consumer Defensive
-1.35K
- 17.42%
$182.45 - $203.25 $246K - $275K
6.4K $1.23B
FCX
Freeport Mcmoran Inc

Basic Materials
-4.37K
- 27.34%
$39.52 - $51.92 $173K - $227K
11.6K $579M
NEE
Nextera Energy Inc

Utilities
-4.87K
- 28.68%
$69.9 - $84.97 $340K - $414K
12.1K $1.02B
SQ
Block, Inc.

Technology
-3K
- 24.2%
$57.21 - $72.07 $171K - $216K
9.38K $630M
Listed Fd Tr
-4.54K
- 19.85%
N/A
18.3K $874M
CHDN
Churchill Downs Inc

Consumer Cyclical
-641
- 15.25%
$130.35 - $145.0 $83.6K - $92.9K
3.56K $482M
STZ
Constellation Brands, Inc.

Consumer Defensive
-288
- 5.41%
$236.42 - $259.82 $68.1K - $74.8K
5.04K $1.3B
CVX
Chevron Corp

Energy
-285
- 9.44%
$137.88 - $161.97 $39.3K - $46.2K
2.73K $403M
ORCL
Oracle Corp

Technology
-2.04K
- 21.4%
$125.9 - $170.35 $256K - $347K
7.48K $1.28B
TLTW
Ishares Tr 20+ Yr Treas Bd Buy
-2.71K
- 16.69%
N/A
13.5K $365M
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
-710
- 21.28%
$125.95 - $142.04 $89.4K - $101K
2.63K $373M
VOT
Vanguard Mid Cap Growth Index

ETFs
-363
- 12.53%
$218.05 - $243.47 $79.2K - $88.4K
2.54K $617M
IWF
Ishares Russell 1000 Gr ETF

ETFs
-185
- 6.71%
$332.02 - $382.76 $61.4K - $70.8K
2.57K $966M
DIS
Walt Disney CO

Communication Services
-23
- 0.93%
$85.6 - $98.61 $1.97K - $2.27K
2.46K $236M
AWK
American Water Works Company, Inc.

Utilities
-522
- 12.66%
$127.76 - $149.9 $66.7K - $78.2K
3.6K $526M
VUG
Vanguard Growth ETF

ETFs
-72
- 3.04%
$341.08 - $391.94 $24.6K - $28.2K
2.29K $881M
V
Visa Inc.

Financial Services
-118
- 5.01%
$253.74 - $291.56 $29.9K - $34.4K
2.24K $616M
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
-11
- 0.17%
$50.63 - $51.11 $557 - $562
6.6K $337M
XLV
Select Sector Spdr Fund Health

ETFs
-129
- 4.24%
$143.3 - $157.24 $18.5K - $20.3K
2.91K $449M
BNDW
Vanguard Scottsdale Fds Vangua

ETFs
-106
- 2.11%
$67.53 - $70.89 $7.16K - $7.51K
4.91K $346M
SO
Southern CO

Utilities
-298
- 11.39%
$77.0 - $90.52 $22.9K - $27K
2.32K $209M
BOND
Pimco Active Bond Exchange Tra

ETFs
-58
- 1.58%
$90.01 - $95.32 $5.22K - $5.53K
3.6K $341M
VO
Vanguard Mid Cap ETF

ETFs
-79
- 5.78%
$237.84 - $263.83 $18.8K - $20.8K
1.29K $340M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-586
- 6.08%
$41.9 - $48.26 $24.6K - $28.3K
9.05K $433M
TSLA
Tesla, Inc.

Consumer Cyclical
-4.76K
- 24.1%
$191.76 - $263.26 $912K - $1.25M
15K $3.92B
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-87
- 3.22%
$117.9 - $128.2 $10.3K - $11.2K
2.61K $335M
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
-29
- 3.2%
$386.81 - $423.12 $11.2K - $12.3K
876 $371M
UNP
Union Pacific Corp

Industrials
-9
- 0.9%
$221.78 - $256.09 $2K - $2.3K
988 $244M
RSG
Republic Services, Inc.

Industrials
-61
- 1.3%
$189.34 - $208.21 $11.5K - $12.7K
4.64K $932M
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
Track This Portfolio

Track Fortis Capital Advisors, LLC Portfolio

Follow Fortis Capital Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Fortis Capital Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Fortis Capital Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email