Fidelis Capital Partners, LLC Incresed Positions in Q1 2025

Fidelis Capital Partners, LLC

  • $941 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
INTC
Intel Corp

Technology
6.33K
+ 31.43%
$19.1 - $27.39 $121K - $173K
26.5K $531M
XLF
Financial Sector Spdr

ETFs
3.79K
+ 25.08%
$47.32 - $52.19 $179K - $198K
18.9K $907M
PNC
Pnc Financial Services Group, Inc.

Financial Services
2.11K
+ 39.98%
$168.84 - $202.89 $357K - $429K
7.4K $1.17B
MUB
Ishares National Muni Bond ETF

ETFs
1.3K
+ 24.34%
$104.71 - $107.69 $136K - $140K
6.63K $690M
EIX
Edison International

Utilities
743
+ 5.25%
$50.06 - $80.01 $37.2K - $59.4K
14.9K $864M
INTU
Intuit Inc

Technology
114
+ 6.64%
$555.63 - $630.23 $63.3K - $71.8K
1.83K $1.14B
CRWD
Crowd Strike Holdings, Inc.

Technology
107
+ 4.46%
$308.86 - $455.36 $33K - $48.7K
2.51K $1.07B
LNG
Cheniere Energy, Inc.

Energy
391
+ 7.73%
$209.32 - $253.66 $81.8K - $99.2K
5.45K $1.27B
EXC
Exelon Corp

Utilities
1.16K
+ 12.65%
$37.3 - $46.08 $43.4K - $53.6K
10.4K $479M
HES
Hess Corp

Energy
896
+ 40.41%
$135.42 - $160.52 $121K - $144K
3.11K $412M
SPOT
Spotify Technology S.A.

Communication Services
25
+ 2.79%
$457.79 - $648.32 $11.4K - $16.2K
922 $572M
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
595
+ 7.67%
$59.28 - $66.1 $35.3K - $39.3K
8.35K $551M
TTE
Total Energies Se

Energy
965
+ 26.59%
N/A
4.59K $275M
EA
Electronic Arts Inc.

Communication Services
162
+ 9.22%
$116.53 - $146.29 $18.9K - $23.7K
1.92K $281M
EEM
Ishares Msci Emerging Markets

ETFs
774
+ 2.71%
$40.81 - $45.34 $31.6K - $35.1K
29.3K $1.27B
SHEL
Shell PLC

Energy
797
+ 8.17%
$62.84 - $73.29 $50.1K - $58.4K
10.6K $695M
CME
Cme Group Inc.

Financial Services
111
+ 10.16%
$225.82 - $266.54 $25.1K - $29.6K
1.2K $321M
ELV
Elevance Health, Inc.

Healthcare
65
+ 4.0%
$365.9 - $436.25 $23.8K - $28.4K
1.69K $713M
AZN
Astrazeneca PLC

Healthcare
746
+ 25.58%
$65.37 - $77.96 $48.8K - $58.2K
3.66K $255M
DUK
Duke Energy Corp

Utilities
74
+ 1.17%
$105.87 - $121.97 $7.83K - $9.03K
6.4K $767M
Linde PLC
154
+ 4.81%
N/A
3.35K $1.5B
VRSK
Verisk Analytics, Inc.

Industrials
202
+ 13.32%
$268.63 - $301.33 $54.3K - $60.9K
1.72K $491M
MMM
3 M CO

Industrials
486
+ 32.95%
$129.7 - $155.12 $63K - $75.4K
1.96K $269M
SAMT
Advisors Inn.Circle Fd Iii Str
2.01K
+ 29.7%
$28.43 - $33.08 $57.2K - $66.6K
8.79K $258M
BA
Boeing CO

Industrials
207
+ 10.57%
$148.15 - $186.25 $30.7K - $38.6K
2.17K $385M
FTNT
Fortinet, Inc.

Technology
345
+ 12.34%
$92.49 - $114.57 $31.9K - $39.5K
3.14K $320M
CSGP
Costar Group, Inc.

Real Estate
30
+ 0.51%
$69.29 - $80.37 $2.08K - $2.41K
5.86K $485M
ABT
Abbott Laboratories

Healthcare
226
+ 1.13%
$111.1 - $140.22 $25.1K - $31.7K
20.2K $2.6B
AME
Ametek Inc

Industrials
443
+ 20.42%
$170.39 - $190.43 $75.5K - $84.4K
2.61K $435M
SCHW
Schwab Charles Corp

Financial Services
677
+ 10.29%
$71.24 - $83.64 $48.2K - $56.6K
7.26K $580M
NYF
Ishares New York Muni Bond ETF

ETFs
850
+ 13.2%
$52.33 - $53.92 $44.5K - $45.8K
7.29K $379M
ITW
Illinois Tool Works Inc

Industrials
360
+ 11.26%
$244.9 - $274.48 $88.2K - $98.8K
3.56K $852M
BKNG
Booking Holdings Inc.

Consumer Cyclical
2
+ 1.21%
$4295.4 - $5141.88 $8.59K - $10.3K
167 $809M
SCHC
Schwab Strategic Tr Intl Small

ETFs
99
+ 0.88%
$33.57 - $37.22 $3.32K - $3.68K
11.4K $426M
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
268
+ 0.86%
$37.07 - $40.63 $9.93K - $10.9K
31.4K $1.23B
AJG
Arthur J. Gallagher & Co.

Financial Services
17
+ 0.94%
$275.89 - $345.24 $4.69K - $5.87K
1.82K $586M
DE
Deere & CO

Industrials
104
+ 4.25%
$408.57 - $509.27 $42.5K - $53K
2.55K $1.17B
CAH
Cardinal Health Inc

Healthcare
3
+ 0.16%
$118.02 - $137.77 $354 - $413
1.94K $266M
F
Ford Motor CO

Consumer Cyclical
2.18K
+ 20.27%
$9.12 - $10.43 $19.9K - $22.7K
12.9K $130M
GILD
Gilead Sciences, Inc.

Healthcare
7
+ 0.15%
$89.14 - $117.41 $624 - $822
4.72K $487M
AXON
Axon Enterprise, Inc.

Industrials
85
+ 15.92%
$496.65 - $710.01 $42.2K - $60.4K
619 $374M
CHTR
Charter Communications, Inc.

Communication Services
6
+ 1.02%
$334.89 - $384.77 $2.01K - $2.31K
596 $223M
GE
General Electric CO

Industrials
340
+ 4.12%
$168.59 - $212.13 $57.3K - $72.1K
8.6K $1.71B
VUG
Vanguard Growth ETF

ETFs
307
+ 12.02%
$369.1 - $427.61 $113K - $131K
2.86K $1.08B
WEC
Wec Energy Group, Inc.

Utilities
10
+ 0.41%
$92.12 - $108.98 $921 - $1.09K
2.48K $267M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
78
+ 1.07%
$95.85 - $99.25 $7.48K - $7.74K
7.36K $726M
AEP
American Electric Power CO Inc

Utilities
10
+ 0.47%
$90.32 - $109.27 $903 - $1.09K
2.15K $229M
SPYG
Spdr Portfolio

ETFs
596
+ 13.97%
$80.05 - $92.39 $47.7K - $55.1K
4.86K $396M
KMB
Kimberly Clark Corp

Consumer Defensive
93
+ 5.68%
$124.46 - $147.4 $11.6K - $13.7K
1.73K $228M
Activity Summary
Buys All Purchases 211 New Holdings 24 Increased Positions 187 Sells All Sells 189 Reductions 189 Sold out 0 Options Calls 0 Puts 0
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