Fortis Capital Advisors, LLC Purchases in Q3 2025

Fortis Capital Advisors, LLC

  • $631 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
NVDA
Nvidia Corp

Technology
2.68K
+ 1.23%
$153.3 - $186.58 $411K - $500K
220K $41B
SCHX
Schwab Strategic Tr Us Large C

ETFs
53.2K
+ 4.04%
$24.46 - $26.5 $1.3M - $1.41M
1.37M $36.1B
FNDX
Schwab Fundamental U S Large C

ETFs
62.7K
+ 5.05%
$24.38 - $26.34 $1.53M - $1.65M
1.3M $34.3B
SCHG
Schwab Strategic Tr Us Large C

ETFs
17.5K
+ 1.75%
$28.92 - $32.19 $507K - $564K
1.02M $32.4B
VTI
Vanguard Total Stock Market Et

ETFs
8.54K
+ 46.77%
$303.93 - $329.86 $2.59M - $2.82M
26.8K $8.79B
QQQ
Invesco Qqq Trust, Series 1

ETFs
485
+ 0.81%
$546.99 - $602.2 $265K - $292K
60.3K $36.2B
PLTR
Palantir Technologies Inc.

Technology
401
+ 0.74%
$130.68 - $186.97 $52.4K - $75K
54.5K $9.94B
MS
Morgan Stanley

Financial Services
15.8K
New
$139.09 - $161.16 $2.2M - $2.55M
15.8K $2.51B
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
46.2K
+ 1003.3%
$50.47 - $50.74 $2.33M - $2.34M
50.8K $2.58B
TSLA
Tesla, Inc.

Consumer Cyclical
623
+ 4.4%
$293.94 - $444.72 $183K - $277K
14.8K $6.57B
ILF
Ishares Latin America 40 ETF

ETFs
62.4K
New
$24.77 - $28.98 $1.54M - $1.81M
62.4K $1.8B
IJR
Ishares Core S&P Sm Cap ETF

ETFs
5.61K
+ 5.6%
$108.46 - $120.63 $608K - $676K
106K $12.6B
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
30.5K
+ 3.99%
$21.69 - $23.34 $661K - $711K
795K $18.5B
Celestica Inc
5.29K
+ 240.55%
N/A
7.49K $1.85B
VO
Vanguard Mid Cap ETF

ETFs
2.88K
+ 7.39%
$279.83 - $293.74 $807K - $847K
41.9K $12.3B
IEFA
Ishares Tr

ETFs
11.8K
+ 20.13%
$81.7 - $87.53 $964K - $1.03M
70.4K $6.15B
SHOP
Shopify Inc.

Technology
8.23K
New
$112.11 - $157.12 $923K - $1.29M
8.23K $1.22B
IONQ
Ion Q, Inc.

Technology
19.9K
New
$36.79 - $75.14 $731K - $1.49M
19.9K $1.22B
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
15.3K
New
$72.65 - $78.68 $1.11M - $1.21M
15.3K $1.2B
AMZN
Amazon Com Inc

Consumer Cyclical
5.18K
+ 11.32%
$211.65 - $238.24 $1.1M - $1.23M
50.9K $11.2B
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
44.9K
New
$22.9 - $23.58 $1.03M - $1.06M
44.9K $1.05B
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
17.7K
New
$54.35 - $59.32 $964K - $1.05M
17.7K $1.05B
FSLR
First Solar, Inc.

Technology
4.39K
New
$160.84 - $223.53 $707K - $982K
4.39K $969M
XPEV
Xpeng Inc.

Consumer Cyclical
41.3K
New
$17.4 - $24.33 $719K - $1.01M
41.3K $968M
XTEN
Bondbloxx ETF Tr Bloomberg 10
20.4K
New
N/A
20.4K $951M
IVW
Ishares S&P 500 Growth ETF

ETFs
6.73K
+ 58.95%
$108.97 - $121.65 $734K - $819K
18.2K $2.19B
IVE
Ishares S&P 500 Value ETF

ETFs
4.49K
New
$194.44 - $206.51 $874K - $928K
4.49K $928M
QUAL
Ishares Msci Usa Quality Facto

ETFs
4.65K
New
$182.33 - $194.5 $847K - $904K
4.65K $904M
IEMG
Ishares Inc

ETFs
13.4K
New
N/A
13.4K $886M
U
Unity Software Inc.

Technology
22.1K
New
$24.01 - $46.53 $531K - $1.03M
22.1K $885M
XLG
Invesco Exchange Traded Fd Tr

ETFs
15.1K
New
$51.78 - $57.89 $782K - $874K
15.1K $869M
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
6.09K
+ 5.88%
$62.54 - $68.42 $381K - $417K
110K $7.41B
Nextracker Inc
11.2K
New
N/A
11.2K $832M
Coreweave Inc
6.48K
+ 302.99%
N/A
8.62K $1.18B
IUSB
Ishares Core Total Usd Bond Ma

ETFs
17.2K
New
$45.6 - $46.92 $784K - $807K
17.2K $803M
EFV
Msci Eafe Value ETF

ETFs
9.89K
+ 32.62%
$62.79 - $68.42 $621K - $677K
40.2K $2.73B
GRAB
Grab Holdings LTD

Technology
133K
New
$4.77 - $6.45 $636K - $859K
133K $802M
NVS
Novartis Ag

Healthcare
6.24K
New
$113.5 - $129.73 $708K - $809K
6.24K $800M
ASML
Asml Holding Nv

Technology
796
New
$689.63 - $968.09 $549K - $771K
796 $771M
SQM
Chemical & Mining CO Of Chile Inc

Basic Materials
17K
New
$35.21 - $46.94 $598K - $797K
17K $729M
JNJ
Johnson & Johnson

Healthcare
3.52K
+ 170.06%
$155.17 - $185.42 $547K - $653K
5.59K $1.04B
OXY
Occidental Petroleum Corp

Energy
14.5K
New
$42.54 - $48.1 $615K - $696K
14.5K $684M
MBB
Ishares Tr

ETFs
7.15K
New
$92.46 - $95.73 $661K - $684K
7.15K $680M
META
Meta Platforms, Inc.

Communication Services
978
+ 8.89%
$695.21 - $791.73 $680K - $774K
12K $8.8B
DOCS
Doximity, Inc.

Healthcare
9.16K
New
$57.33 - $75.12 $525K - $688K
9.16K $670M
NU
Nu Holdings Ltd.

Financial Services
34.8K
+ 73.75%
$11.92 - $16.3 $415K - $568K
82.1K $1.31B
CRDO
Credo Technology Group Holding LTD

Technology
2.9K
+ 64.33%
$87.59 - $172.31 $254K - $500K
7.41K $1.08B
RKT
Rocket Companies, Inc.

Financial Services
33.1K
New
$13.31 - $21.16 $441K - $701K
33.1K $642M
VB
Vanguard Small Cap ETF

ETFs
1.51K
+ 12.13%
$237.58 - $259.17 $358K - $391K
13.9K $3.55B
Activity Summary
Buys All Purchases 177 New Holdings 79 Increased Positions 98 Sells All Sells 89 Reductions 89 Sold out 0 Options Calls 0 Puts 0
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