Fortis Capital Advisors, LLC Purchases in Q4 2024

Fortis Capital Advisors, LLC

  • $293 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
20.3K
+ 27.83%
$91.29 - $91.8 $1.85M - $1.86M
93.2K $8.56B
COST
Costco Wholesale Corp

Consumer Defensive
1.7K
+ 53.54%
$873.59 - $994.69 $1.49M - $1.69M
4.88K $4.35B
SE
Sea LTD

Consumer Cyclical
14.9K
New
$93.56 - $117.41 $1.4M - $1.75M
14.9K $1.17B
NBIX
Neurocrine Biosciences Inc

Healthcare
8.85K
New
$111.62 - $139.44 $988K - $1.23M
8.85K $1.12B
WEAT
Teucrium Commodity Tr Wheat Fd

ETFs
200K
New
$4.66 - $5.5 $932K - $1.1M
200K $995M
OKTA
Okta, Inc.

Technology
11.6K
New
$71.81 - $86.11 $835K - $1M
11.6K $915M
PDBC
Invesco Act Mge Et Cmdt Fd Tr

ETFs
67.9K
New
$12.74 - $14.23 $865K - $966K
67.9K $906M
GNRC
Generac Holdings Inc.

Industrials
5.5K
New
$154.28 - $195.11 $849K - $1.07M
5.5K $861M
IDXX
Idexx Laboratories Inc

Healthcare
1.7K
New
$406.92 - $495.42 $692K - $842K
1.7K $818M
TMUS
T Mobile Us, Inc.

Communication Services
4.3K
+ 73.12%
$206.1 - $246.94 $886K - $1.06M
10.2K $2.02B
CPNG
Coupang, Inc.

Consumer Cyclical
33K
New
$21.98 - $26.89 $726K - $888K
33K $731M
MA
Mastercard Inc

Financial Services
1.5K
+ 60.92%
$491.3 - $536.15 $736K - $803K
3.96K $1.91B
Atlassian Corporation
3.84K
New
N/A
3.84K $636M
LPLA
Lpl Financial Holdings Inc.

Financial Services
2.72K
New
$229.85 - $335.91 $626K - $914K
2.72K $611M
BABA
Alibaba Group Holding LTD

Consumer Cyclical
7.29K
New
$82.28 - $117.52 $600K - $856K
7.29K $607M
APPF
Appfolio Inc

Technology
2.57K
New
$192.07 - $269.26 $494K - $693K
2.57K $597M
JPIE
J P Morgan Exchange Traded Fd
12.5K
New
$45.59 - $46.25 $572K - $580K
12.5K $578M
HEI
Heico Corp

Industrials
2.08K
+ 97.33%
$237.06 - $279.02 $493K - $580K
4.22K $1.08B
ELV
Elevance Health, Inc.

Healthcare
759
+ 34.14%
$365.96 - $514.62 $278K - $391K
2.98K $1.66B
CDNS
Cadence Design Systems Inc

Technology
1.87K
New
$249.1 - $324.54 $466K - $608K
1.87K $503M
CG
Carlyle Group Inc.

Financial Services
12.2K
New
$43.2 - $54.81 $528K - $670K
12.2K $491M
JD
Jd.Com, Inc.

Consumer Cyclical
17.2K
New
$33.35 - $47.1 $573K - $810K
17.2K $464M
NEE
Nextera Energy Inc

Utilities
6.28K
+ 51.93%
$69.77 - $85.43 $438K - $537K
18.4K $1.48B
ALB
Albemarle Corp

Basic Materials
5.01K
New
$86.08 - $111.3 $431K - $558K
5.01K $452M
AAAU
Goldman Sachs Physical Gold ETF

ETFs
18.1K
New
$25.33 - $27.57 $457K - $498K
18.1K $447M
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
1.76K
+ 46.13%
$209.89 - $233.24 $369K - $410K
5.56K $1.27B
HSY
Hershey CO

Consumer Defensive
2.02K
+ 31.52%
$168.67 - $193.65 $340K - $391K
8.42K $1.63B
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
132
+ 8.58%
$701.85 - $1046.91 $92.6K - $138K
1.67K $1.98B
BX
Blackstone Inc.

Financial Services
3.21K
+ 31.95%
$148.45 - $199.05 $477K - $640K
13.3K $1.89B
NOC
Northrop Grumman Corp

Industrials
618
+ 13.08%
$466.52 - $543.88 $288K - $336K
5.34K $2.79B
GOOGL
Alphabet Inc.

Communication Services
1.94K
+ 17.44%
$161.86 - $196.66 $313K - $381K
13K $2.13B
NDAQ
Nasdaq, Inc.

Financial Services
4.11K
+ 26.37%
$70.87 - $83.05 $291K - $341K
19.7K $1.42B
PFIX
Simplify ETF Simplify Int Rate

ETFs
6.47K
New
$39.93 - $52.66 $258K - $341K
6.47K $274M
SQ
Block, Inc.

Technology
4.06K
+ 43.28%
$65.06 - $98.92 $264K - $402K
13.4K $888M
LLY
Eli Lilly & CO

Healthcare
117
+ 6.39%
$727.2 - $932.06 $85.1K - $109K
1.95K $1.87B
NOW
Service Now, Inc.

Technology
386
+ 16.83%
$867.18 - $1148.42 $335K - $443K
2.68K $2.29B
TSLA
Tesla, Inc.

Consumer Cyclical
4.3K
+ 28.72%
$213.65 - $479.86 $919K - $2.06M
19.3K $4.13B
TLT
Ishares Barclays 20+ Year Trea

ETFs
2.6K
+ 7.26%
$87.1 - $98.49 $226K - $256K
38.4K $3.71B
ORCL
Oracle Corp

Technology
2.89K
+ 38.55%
$165.41 - $192.43 $477K - $555K
10.4K $1.46B
FCX
Freeport Mcmoran Inc

Basic Materials
5.65K
+ 48.7%
$38.08 - $50.82 $215K - $287K
17.3K $764M
VOT
Vanguard Mid Cap Growth Index

ETFs
825
+ 32.54%
$241.48 - $274.89 $199K - $227K
3.36K $799M
AWK
American Water Works Company, Inc.

Utilities
1.19K
+ 32.92%
$123.83 - $146.07 $147K - $173K
4.79K $685M
TTD
Trade Desk, Inc.

Technology
1.99K
+ 20.03%
$108.7 - $139.51 $216K - $277K
11.9K $1.24B
CHDN
Churchill Downs Inc

Consumer Cyclical
1.01K
+ 28.3%
$129.55 - $147.45 $131K - $149K
4.57K $635M
TLTW
Ishares Tr 20+ Yr Treas Bd Buy
5.22K
+ 38.63%
N/A
18.7K $499M
RSG
Republic Services, Inc.

Industrials
446
+ 9.61%
$198.0 - $218.75 $88.3K - $97.6K
5.09K $1.06B
ZBRA
Zebra Technologies Corp

Technology
494
+ 23.82%
$360.09 - $411.94 $178K - $203K
2.57K $887M
STZ
Constellation Brands, Inc.

Consumer Defensive
799
+ 15.85%
$219.66 - $257.62 $176K - $206K
5.84K $1.41B
ASML
Asml Holding Nv

Technology
37
+ 4.69%
$658.43 - $872.27 $24.4K - $32.3K
826 $747M
Activity Summary
Buys All Purchases 81 New Holdings 19 Increased Positions 62 Sells All Sells 56 Reductions 56 Sold out 0 Options Calls 0 Puts 0
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