Fortis Capital Advisors, LLC Incresed Positions in Q2 2025

Fortis Capital Advisors, LLC

  • $559 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
NVDA
Nvidia Corp

Technology
19
+ 0.01%
$94.31 - $157.99 $1.79K - $3K
217K $34.3B
VTI
Vanguard Total Stock Market Et

ETFs
12.3K
+ 204.71%
$243.75 - $303.93 $2.99M - $3.73M
18.3K $5.55B
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
41.1K
+ 17.42%
$91.43 - $91.74 $3.75M - $3.77M
277K $25.4B
PLTR
Palantir Technologies Inc.

Technology
7.68K
+ 16.56%
$74.01 - $144.25 $569K - $1.11M
54.1K $7.37B
IVV
Ishares Core S&P 500 ETF

ETFs
3.51K
+ 20.35%
$498.8 - $620.9 $1.75M - $2.18M
20.8K $12.9B
GLD
Spdr Gold Trust

ETFs
8.7K
+ 171.9%
$273.71 - $316.29 $2.38M - $2.75M
13.8K $4.19B
MUNI
Pimco ETF Tr Inter Mun Bd Acti

ETFs
47.6K
+ 423.3%
$50.34 - $51.86 $2.4M - $2.47M
58.9K $3.02B
NFLX
Netflix Inc

Communication Services
410
+ 8.91%
$855.86 - $1339.13 $351K - $549K
5.01K $6.71B
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
40.2K
+ 72.99%
$45.11 - $52.34 $1.81M - $2.11M
95.3K $4.99B
IEFA
Ishares Tr

ETFs
21.4K
+ 57.3%
$67.83 - $84.09 $1.45M - $1.8M
58.6K $4.9B
IWY
Ishares Tr Russell 200 Growth

ETFs
6K
+ 73.07%
$187.5 - $246.51 $1.13M - $1.48M
14.2K $3.51B
JPM
Jpmorgan Chase & CO

Financial Services
4.5K
+ 66.42%
$210.28 - $289.91 $947K - $1.31M
11.3K $3.27B
EFV
Msci Eafe Value ETF

ETFs
24.8K
+ 448.39%
$52.4 - $64.65 $1.3M - $1.6M
30.3K $1.92B
VB
Vanguard Small Cap ETF

ETFs
6.35K
+ 104.47%
$193.73 - $237.37 $1.23M - $1.51M
12.4K $2.95B
AGG
Ishares Core U.S. Aggregate Bo

ETFs
14.9K
+ 63.95%
$96.84 - $99.46 $1.45M - $1.48M
38.3K $3.8B
AMZN
Amazon Com Inc

Consumer Cyclical
354
+ 0.78%
$167.32 - $223.3 $59.2K - $79K
45.7K $10B
CRWD
Crowd Strike Holdings, Inc.

Technology
1.72K
+ 58.04%
$321.63 - $509.31 $553K - $875K
4.68K $2.38B
IJR
Ishares Core S&P Sm Cap ETF

ETFs
5.12K
+ 5.39%
$90.56 - $109.49 $463K - $560K
100K $10.9B
VO
Vanguard Mid Cap ETF

ETFs
651
+ 1.7%
$228.54 - $279.83 $149K - $182K
39K $10.9B
NET
Cloudflare, Inc.

Technology
1.33K
+ 17.09%
$97.08 - $195.83 $129K - $261K
9.12K $1.79B
EFA
Ishares Tr Msci Eafe ETF

ETFs
9.04K
+ 108.9%
$72.96 - $90.39 $660K - $817K
17.3K $1.55B
NOW
Service Now, Inc.

Technology
304
+ 15.12%
$721.65 - $1040.18 $219K - $316K
2.32K $2.38B
GOOG
Alphabet Inc.

Communication Services
643
+ 3.03%
$146.58 - $180.01 $94.3K - $116K
21.8K $3.88B
UBER
Uber Technologies, Inc

Technology
4.09K
+ 47.46%
$64.62 - $93.3 $264K - $382K
12.7K $1.19B
GOOGL
Alphabet Inc.

Communication Services
1.83K
+ 17.66%
$144.7 - $178.6 $265K - $327K
12.2K $2.15B
GS
Goldman Sachs Group Inc

Financial Services
576
+ 71.46%
$462.22 - $707.75 $266K - $408K
1.38K $978M
CSCO
Cisco Systems, Inc.

Technology
4.84K
+ 23.19%
$53.19 - $69.38 $257K - $336K
25.7K $1.78B
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
8.45K
+ 96.78%
$48.13 - $49.85 $407K - $421K
17.2K $842M
ACWX
Ishares Msci Acwi Ex Us ETF

ETFs
2.65K
+ 6.17%
$49.48 - $61.22 $131K - $162K
45.6K $2.78B
VTV
Vanguard Value ETF

ETFs
1.87K
+ 34.93%
$153.67 - $176.74 $287K - $330K
7.21K $1.27B
MUB
Ishares National Muni Bond ETF

ETFs
3.4K
+ 17.93%
$102.31 - $105.8 $348K - $360K
22.4K $2.34B
ADSK
Autodesk, Inc.

Technology
626
+ 26.34%
N/A
3K $930M
BND
Vanguard Bd Index Fd Inc Total

ETFs
4.06K
+ 93.29%
$72.02 - $73.82 $292K - $300K
8.41K $619M
TTD
Trade Desk, Inc.

Technology
315
+ 2.0%
$45.27 - $79.4 $14.3K - $25K
16K $1.15B
IWF
Ishares Russell 1000 Gr ETF

ETFs
117
+ 3.24%
$320.42 - $424.58 $37.5K - $49.7K
3.72K $1.58B
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
645
+ 1.65%
$41.45 - $54.46 $26.7K - $35.1K
39.8K $2.07B
SCHO
Schwab Short Term Us Treasury

ETFs
11.1K
+ 47.52%
$24.19 - $24.45 $268K - $271K
34.4K $838M
TME
Tencent Music Entertainment Group

Communication Services
1.96K
+ 4.35%
$11.97 - $19.49 $23.4K - $38.2K
46.9K $915M
VOOG
Vanguard S&P 500 Growth ETF

ETFs
396
+ 30.18%
$299.15 - $396.54 $118K - $157K
1.71K $677M
VGT
Vanguard Information Technolog

ETFs
20
+ 1.18%
$470.37 - $663.28 $9.41K - $13.3K
1.72K $1.14B
NDAQ
Nasdaq, Inc.

Financial Services
439
+ 3.51%
$66.4 - $89.42 $29.1K - $39.3K
12.9K $1.16B
COST
Costco Wholesale Corp

Consumer Defensive
39
+ 1.17%
$908.13 - $1056.85 $35.4K - $41.2K
3.36K $3.33B
EPOL
Ishares Tr Msci Poland ETF

ETFs
731
+ 2.28%
$24.54 - $32.26 $17.9K - $23.6K
32.9K $1.06B
IJH
Ishares Core S&P Mid Cap ETF

ETFs
554
+ 1.63%
$51.16 - $62.02 $28.3K - $34.4K
34.5K $2.14B
VOOV
Vanguard S&P 500 Value ETF

ETFs
745
+ 30.56%
$162.65 - $188.71 $121K - $141K
3.18K $601M
BABA
Alibaba Group Holding LTD

Consumer Cyclical
2.26K
+ 40.32%
$99.37 - $134.05 $225K - $303K
7.88K $894M
Putnam ETF Trust
1.47K
+ 23.11%
N/A
7.8K $463M
VTWO
Vanguard Russell 2000 ETF

ETFs
616
+ 4.85%
$70.56 - $87.22 $43.5K - $53.7K
13.3K $1.16B
EXEL
Exelixis, Inc.

Healthcare
497
+ 3.21%
$34.13 - $46.26 $17K - $23K
16K $704M
Activity Summary
Buys All Purchases 133 New Holdings 46 Increased Positions 87 Sells All Sells 91 Reductions 91 Sold out 0 Options Calls 0 Puts 0
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