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
VEEV
Veeva Systems Inc

Healthcare
640
+ 14.72%
$269.2 - $297.91 $172K - $191K
4.99K $1.49B
PANW
Palo Alto Networks Inc

Technology
1.16K
+ 26.08%
$167.06 - $208.19 $193K - $241K
5.6K $1.14B
Kalaris Therapeutics Inc
40K
New
N/A
40K $231M
MUB
Ishares National Muni Bond ETF

ETFs
1.74K
+ 7.8%
$103.24 - $106.68 $180K - $186K
24.1K $2.57B
OSCR
Oscar Health, Inc.

Healthcare
16.2K
+ 50.38%
$13.42 - $20.45 $217K - $331K
48.4K $916M
GD
General Dynamics Corp

Industrials
658
New
$293.92 - $341.0 $193K - $224K
658 $225M
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
9.68K
New
$22.64 - $23.22 $219K - $225K
9.68K $224M
BND
Vanguard Bd Index Fd Inc Total

ETFs
2.91K
+ 34.61%
$72.57 - $74.72 $211K - $218K
11.3K $842M
ARCC
Ares Capital Corp

Financial Services
10.7K
New
$20.41 - $23.25 $218K - $248K
10.7K $218M
Flutter Entmt PLC
1.14K
+ 48.88%
N/A
3.46K $880M
IWO
Ishares Russell 2000 Gwt ETF

ETFs
664
New
$284.45 - $324.95 $189K - $216K
664 $213M
RY
Royal Bank Of Canada

Financial Services
1.44K
New
$128.46 - $148.6 $185K - $214K
1.44K $212M
PHYS
Sprott Physical Gold Trust

Financial Services
7.16K
New
$25.02 - $29.62 $179K - $212K
7.16K $212M
MPWR
Monolithic Power Systems Inc

Technology
229
New
$711.24 - $922.81 $163K - $211K
229 $211M
MDT
Medtronic PLC

Healthcare
2.2K
New
$87.67 - $95.74 $193K - $210K
2.2K $209M
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
5.3K
New
$38.58 - $58.24 $205K - $309K
5.3K $208M
ARKK
Ark ETF Tr Innovation ETF (De)

ETFs
2.41K
New
$68.94 - $86.3 $166K - $208K
2.41K $208M
VPU
Vanguard Utilities ETF

ETFs
1.09K
New
$175.25 - $189.41 $191K - $206K
1.09K $206M
BA
Boeing CO

Industrials
845
+ 22.98%
$209.79 - $237.38 $177K - $201K
4.52K $976M
GWX
Spdr Index Shs Fd Spdr S&P Int

ETFs
5.08K
New
$36.93 - $40.55 $188K - $206K
5.08K $204M
SJNK
Spdr Bloomberg Short Term High

ETFs
7.97K
New
$25.28 - $25.63 $202K - $204K
7.97K $204M
VOD
Vodafone Group Public LTD CO

Communication Services
17.6K
New
$10.67 - $12.06 $188K - $212K
17.6K $204M
CHWY
Chewy, Inc.

Consumer Cyclical
4.95K
New
$34.27 - $42.33 $170K - $210K
4.95K $200M
KEY
Keycorp

Financial Services
10.4K
New
$17.37 - $19.39 $180K - $201K
10.4K $194M
VIG
Vanguard Dividend Appreciation

ETFs
466
+ 6.56%
N/A
7.57K $1.63B
RVT
Royce Value Trust, Inc.

Financial Services
11K
New
$14.94 - $16.5 $164K - $181K
11K $177M
Black Rock, Inc. Common Stock
41
+ 3.75%
N/A
1.13K $1.32B
JEPI
J P Morgan Exchange Traded Fd

ETFs
3.03K
+ 40.48%
$55.61 - $57.37 $168K - $174K
10.5K $600M
CPZ
Calamos Long/Short Equity & Dynamic Income Trust

N/A
10.6K
New
$16.11 - $16.79 $170K - $178K
10.6K $171M
VZ
Verizon Communications Inc

Communication Services
3.67K
+ 38.6%
$40.84 - $45.06 $150K - $165K
13.2K $579M
DKNG
Draft Kings Inc.

Consumer Cyclical
5.97K
+ 47.92%
$37.4 - $48.23 $223K - $288K
18.4K $690M
QCOM
Qualcomm Inc

Technology
830
+ 53.62%
$145.84 - $173.55 $121K - $144K
2.38K $396M
TAK
Takeda Pharmaceutical CO LTD

Healthcare
10.2K
New
$13.6 - $15.52 $138K - $158K
10.2K $149M
VBR
Vanguard Small Cap Value ETF

ETFs
275
+ 4.36%
$195.41 - $212.37 $53.7K - $58.4K
6.59K $1.37B
VOOG
Vanguard S&P 500 Growth ETF

ETFs
170
+ 9.95%
$393.18 - $439.39 $66.8K - $74.7K
1.88K $818M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
1.09K
+ 7.81%
$49.43 - $54.52 $54K - $59.5K
15.1K $817M
VNLA
Janus Henderson Short Duration

ETFs
2.48K
+ 29.16%
$48.99 - $49.29 $122K - $122K
11K $542M
BAC
Bank Of America Corp

Financial Services
1.66K
+ 19.87%
$44.92 - $52.42 $74.5K - $86.9K
10K $516M
Listed Fds Tr
455
+ 5.05%
N/A
9.47K $614M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
156
+ 8.13%
$459.11 - $506.91 $71.6K - $79.1K
2.07K $1.04B
MNST
Monster Beverage Corp

Consumer Defensive
894
+ 8.24%
$58.65 - $67.31 $52.4K - $60.2K
11.7K $790M
ABT
Abbott Laboratories

Healthcare
823
+ 48.16%
$120.51 - $136.62 $99.2K - $112K
2.53K $339M
XCEM
Columbia ETF Tr Ii

ETFs
168
+ 0.37%
$33.85 - $36.86 $5.69K - $6.19K
45.2K $1.64B
UBER
Uber Technologies, Inc

Technology
439
+ 3.45%
$86.91 - $99.57 $38.2K - $43.7K
13.1K $1.29B
VOT
Vanguard Mid Cap Growth Index

ETFs
123
+ 1.79%
$282.75 - $294.19 $34.8K - $36.2K
7K $2.06B
SNAP
Snap Inc

Communication Services
11.6K
New
$6.99 - $10.35 $81.4K - $120K
11.6K $89.8M
IWM
Ishares Russell 2000 ETF

ETFs
227
+ 18.58%
$214.92 - $244.84 $48.8K - $55.6K
1.45K $351M
TJX
Tjx Companies Inc

Consumer Cyclical
25
+ 0.78%
$121.35 - $144.54 $3.03K - $3.61K
3.23K $466M
SCHP
Schwab Strategic Us Tips ETF

ETFs
2.1K
+ 4.82%
$26.44 - $27.1 $55.6K - $56.9K
45.7K $1.23B
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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