Fortis Capital Advisors, LLC Purchases in Q1 2025

Fortis Capital Advisors, LLC

  • $493 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
VGT
Vanguard Information Technolog

ETFs
910
+ 115.34%
$542.38 - $646.34 $494K - $588K
1.7K $922M
IBM
International Business Machines Corp

Technology
1.87K
New
$217.4 - $264.74 $406K - $495K
1.87K $464M
HYMB
Spdr Nuveen Bloomberg High Yie

ETFs
18.2K
New
$25.12 - $26.05 $457K - $474K
18.2K $459M
RELX
Relx PLC

Communication Services
9.11K
New
$45.34 - $51.91 $413K - $473K
9.11K $459M
VZ
Verizon Communications Inc

Communication Services
9.86K
New
$37.81 - $46.49 $373K - $458K
9.86K $447M
GS
Goldman Sachs Group Inc

Financial Services
806
New
$524.81 - $672.19 $423K - $542K
806 $440M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
8.73K
New
$49.25 - $50.66 $430K - $442K
8.73K $433M
IEUR
Ishares Tr Ishares Core Msci E

ETFs
7.15K
New
$53.69 - $62.68 $384K - $448K
7.15K $430M
VV
Vanguard Large Cap ETF

ETFs
1.65K
+ 155.07%
$253.32 - $282.66 $419K - $467K
2.72K $699M
IWD
Ishares Russell 1000 Val ETF

ETFs
2.2K
New
$182.82 - $196.21 $403K - $432K
2.2K $415M
COLL
Collegium Pharmaceutical, Inc

Healthcare
13.7K
New
$28.04 - $33.91 $383K - $463K
13.7K $408M
HSBC
Hsbc Holdings PLC

Financial Services
6.8K
New
$48.68 - $61.58 $331K - $419K
6.8K $391M
BAC
Bank Of America Corp

Financial Services
9.19K
New
$39.61 - $47.74 $364K - $439K
9.19K $384M
SCHA
Schwab Strategic Tr Us Small C

ETFs
16.4K
New
$23.16 - $27.04 $379K - $442K
16.4K $383M
SUB
Ishares Short Term National Mu

ETFs
3.56K
New
$105.3 - $106.24 $375K - $378K
3.56K $376M
IWF
Ishares Russell 1000 Gr ETF

ETFs
1.02K
+ 39.59%
$360.07 - $417.26 $368K - $427K
3.61K $1.3B
VTV
Vanguard Value ETF

ETFs
2.07K
+ 63.46%
$167.73 - $179.21 $348K - $372K
5.34K $923M
GLD
Spdr Gold Trust

ETFs
303
+ 6.37%
$243.19 - $288.14 $73.7K - $87.3K
5.06K $1.46B
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
15.4K
New
$22.46 - $23.26 $347K - $359K
15.4K $358M
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
8.81K
New
$37.07 - $40.63 $327K - $358K
8.81K $347M
MO
Altria Group, Inc.

Consumer Defensive
5.39K
New
$50.81 - $60.02 $274K - $323K
5.39K $323M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
7.04K
+ 77.4%
$42.5 - $46.71 $299K - $329K
16.1K $730M
SLV
I Shares Silver Trust

ETFs
10.4K
New
$26.93 - $31.32 $279K - $325K
10.4K $321M
ETV
Eaton Vance Tax Managed Buy Write Opportunities Fund

Financial Services
24.1K
New
$13.21 - $14.63 $318K - $353K
24.1K $318M
Putnam ETF Trust
6.34K
New
N/A
6.34K $318M
ISCF
Ishares Msci Intl Small Cap Mu

ETFs
9.4K
New
$31.42 - $34.87 $295K - $328K
9.4K $317M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
3.95K
New
$76.94 - $78.28 $304K - $309K
3.95K $309M
SHYD
Vaneck Short High Yield Muni E

ETFs
13.7K
New
$22.46 - $22.9 $308K - $315K
13.7K $309M
IPAC
Ishares Tr Ishares Core Msci P

ETFs
4.89K
New
$59.63 - $64.37 $291K - $315K
4.89K $304M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
421
+ 34.76%
$442.66 - $534.52 $186K - $225K
1.63K $869M
EUFN
Ishares Msci Europe Financials

ETFs
10K
New
$23.03 - $29.47 $230K - $295K
10K $285M
PGX
Invesco ETF Tr Ii Pfd ETF

ETFs
25.3K
New
$11.22 - $11.8 $284K - $299K
25.3K $284M
VTI
Vanguard Total Stock Market Et

ETFs
1.09K
+ 22.34%
$271.18 - $303.12 $297K - $332K
5.99K $1.65B
GWX
Spdr Index Shs Fd Spdr S&P Int

ETFs
8.77K
New
$30.35 - $33.16 $266K - $291K
8.77K $280M
Atlassian Corporation
468
+ 12.19%
N/A
4.31K $914M
PG
Procter & Gamble CO

Consumer Defensive
1.62K
New
$158.56 - $176.26 $257K - $286K
1.62K $276M
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
4.2K
New
$59.28 - $66.1 $249K - $277K
4.2K $267M
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
5.2K
New
$48.43 - $49.9 $252K - $260K
5.2K $260M
XLU
Utilities Sector Spdr

ETFs
3.14K
New
$74.7 - $80.27 $234K - $252K
3.14K $248M
IMCG
Ishare Morningstar Mid Cap Gro

ETFs
3.45K
New
$69.69 - $79.99 $241K - $276K
3.45K $247M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
3.12K
New
$77.7 - $78.94 $243K - $246K
3.12K $246M
IWO
Ishares Russell 2000 Gwt ETF

ETFs
962
New
$254.58 - $302.92 $245K - $291K
962 $246M
XLY
Select Sector Spdr Consumer Di

ETFs
1.24K
New
$192.6 - $233.2 $239K - $289K
1.24K $245M
ABT
Abbott Laboratories

Healthcare
1.83K
New
$111.1 - $140.22 $203K - $256K
1.83K $242M
MRK
Merck & Co., Inc.

Healthcare
2.69K
New
$83.01 - $101.02 $223K - $272K
2.69K $241M
SJNK
Spdr Bloomberg Short Term High

ETFs
9.58K
New
$25.08 - $25.64 $240K - $246K
9.58K $241M
MDYG
Spdr S&P 400 Mid Cap Growth Et

ETFs
2.96K
New
$77.91 - $92.26 $230K - $273K
2.96K $235M
MRNA
Moderna, Inc.

Healthcare
8.19K
New
$28.35 - $47.53 $232K - $389K
8.19K $232M
JUCY
ETF Ser Solutions Aptus Enhanc
10.1K
New
N/A
10.1K $231M
Activity Summary
Buys All Purchases 199 New Holdings 130 Increased Positions 69 Sells All Sells 43 Reductions 43 Sold out 0 Options Calls 0 Puts 0
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