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
EFX
Equifax Inc

Industrials
124
+ 3.23%
$245.03 - $293.5 $30.4K - $36.4K
3.96K $1.22B
AGM
Federal Agricultural Mortgage Corp

Financial Services
8
+ 0.11%
$181.72 - $216.45 $1.45K - $1.73K
7.01K $1.38B
MPWR
Monolithic Power Systems Inc

Technology
67
+ 9.57%
$560.06 - $942.58 $37.5K - $63.2K
767 $717M
SNPS
Synopsys Inc

Technology
7
+ 0.24%
$485.36 - $588.0 $3.4K - $4.12K
2.87K $1.49B
EOG
Eog Resources Inc

Energy
42
+ 0.7%
$118.22 - $136.54 $4.97K - $5.73K
6K $773M
USFR
Wisdomtree Floating Rate Treas

ETFs
665
+ 3.5%
$50.23 - $50.46 $33.4K - $33.6K
19.7K $989M
IWM
Ishares Russell 2000 ETF

ETFs
181
+ 1.92%
$216.13 - $242.4 $39.1K - $43.9K
9.6K $2.11B
VBK
Vanguard Small Cap Growth ETF

ETFs
250
+ 4.28%
$264.18 - $304.19 $66K - $76K
6.09K $1.59B
VEA
Vanguard Ftse Developed Market

ETFs
584
+ 5.66%
$47.57 - $52.44 $27.8K - $30.6K
10.9K $571M
JEPI
J P Morgan Exchange Traded Fd

ETFs
482
+ 7.6%
$57.53 - $60.83 $27.7K - $29.3K
6.83K $402M
CRWD
Crowd Strike Holdings, Inc.

Technology
110
+ 3.1%
$275.15 - $388.2 $30.3K - $42.7K
3.66K $1.01B
ESGU
Ishares Trust Ishares Esg Awar

ETFs
190
+ 8.36%
$124.61 - $133.96 $23.7K - $25.5K
2.46K $305M
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
55
+ 6.28%
$417.69 - $450.94 $23K - $24.8K
931 $387M
EFV
Msci Eafe Value ETF

ETFs
352
+ 7.3%
$51.78 - $57.15 $18.2K - $20.1K
5.17K $294M
EFG
Msci Eafe Growth ETF

ETFs
149
+ 7.02%
$96.83 - $106.88 $14.4K - $15.9K
2.27K $244M
LHX
L3 Harris Technologies, Inc.

Industrials
78
+ 1.76%
$208.94 - $264.22 $16.3K - $20.6K
4.5K $1.07B
VYM
Vanguard Whitehall Fds (Vangua

ETFs
120
+ 4.59%
$126.68 - $134.74 $15.2K - $16.2K
2.73K $348M
QUAL
Ishares Msci Usa Quality Facto

ETFs
76
+ 6.58%
$176.42 - $186.91 $13.4K - $14.2K
1.23K $219M
IUSB
Ishares Core Total Usd Bond Ma

ETFs
214
+ 4.44%
$45.07 - $47.1 $9.64K - $10.1K
5.03K $235M
DUK
Duke Energy Corp

Utilities
86
+ 4.14%
$105.76 - $120.76 $9.1K - $10.4K
2.16K $246M
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
9
+ 0.14%
$50.73 - $51.08 $457 - $460
6.61K $338M
MGK
Vanguard Mega Cap Growth ETF

ETFs
21
+ 1.33%
$316.94 - $357.88 $6.66K - $7.52K
1.6K $503M
GWRE
Guidewire Software, Inc.

Technology
1.36K
+ 21.36%
$168.58 - $207.12 $229K - $281K
7.72K $1.15B
LMT
Lockheed Martin Corp

Industrials
2
+ 0.18%
$479.66 - $614.62 $959 - $1.23K
1.14K $645M
DHR
Danaher Corp

Healthcare
50
+ 1.27%
$226.16 - $274.52 $11.3K - $13.7K
3.98K $1.07B
IWF
Ishares Russell 1000 Gr ETF

ETFs
10
+ 0.39%
$370.24 - $418.94 $3.7K - $4.19K
2.58K $944M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
35
+ 0.39%
$44.04 - $49.49 $1.54K - $1.73K
9.09K $406M
IVW
Ishares S&P 500 Growth ETF

ETFs
36
+ 0.2%
$94.43 - $105.47 $3.4K - $3.8K
18.3K $1.71B
NVDA
Nvidia Corp

Technology
2.45K
+ 1.14%
$117.0 - $148.88 $287K - $365K
218K $26B
AMZN
Amazon Com Inc

Consumer Cyclical
656
+ 1.46%
$180.88 - $232.93 $119K - $153K
45.5K $8.12B
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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