Fortis Capital Advisors, LLC New Holdings in Q3 2025

Fortis Capital Advisors, LLC

  • $631 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
MS
Morgan Stanley

Financial Services
15.8K
New
$139.09 - $161.16 $2.2M - $2.55M
15.8K $2.51B
ILF
Ishares Latin America 40 ETF

ETFs
62.4K
New
$24.77 - $28.98 $1.54M - $1.81M
62.4K $1.8B
SHOP
Shopify Inc.

Technology
8.23K
New
$112.11 - $157.12 $923K - $1.29M
8.23K $1.22B
IONQ
Ion Q, Inc.

Technology
19.9K
New
$36.79 - $75.14 $731K - $1.49M
19.9K $1.22B
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
15.3K
New
$72.65 - $78.68 $1.11M - $1.21M
15.3K $1.2B
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
44.9K
New
$22.9 - $23.58 $1.03M - $1.06M
44.9K $1.05B
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
17.7K
New
$54.35 - $59.32 $964K - $1.05M
17.7K $1.05B
FSLR
First Solar, Inc.

Technology
4.39K
New
$160.84 - $223.53 $707K - $982K
4.39K $969M
XPEV
Xpeng Inc.

Consumer Cyclical
41.3K
New
$17.4 - $24.33 $719K - $1.01M
41.3K $968M
XTEN
Bondbloxx ETF Tr Bloomberg 10
20.4K
New
N/A
20.4K $951M
QUAL
Ishares Msci Usa Quality Facto

ETFs
4.65K
New
$182.33 - $194.5 $847K - $904K
4.65K $904M
IEMG
Ishares Inc

ETFs
13.4K
New
N/A
13.4K $886M
U
Unity Software Inc.

Technology
22.1K
New
$24.01 - $46.53 $531K - $1.03M
22.1K $885M
XLG
Invesco Exchange Traded Fd Tr

ETFs
15.1K
New
$51.78 - $57.89 $782K - $874K
15.1K $869M
Nextracker Inc
11.2K
New
N/A
11.2K $832M
IUSB
Ishares Core Total Usd Bond Ma

ETFs
17.2K
New
$45.6 - $46.92 $784K - $807K
17.2K $803M
GRAB
Grab Holdings LTD

Technology
133K
New
$4.77 - $6.45 $636K - $859K
133K $802M
NVS
Novartis Ag

Healthcare
6.24K
New
$113.5 - $129.73 $708K - $809K
6.24K $800M
ASML
Asml Holding Nv

Technology
796
New
$689.63 - $968.09 $549K - $771K
796 $771M
SQM
Chemical & Mining CO Of Chile Inc

Basic Materials
17K
New
$35.21 - $46.94 $598K - $797K
17K $729M
OXY
Occidental Petroleum Corp

Energy
14.5K
New
$42.54 - $48.1 $615K - $696K
14.5K $684M
MBB
Ishares Tr

ETFs
7.15K
New
$92.46 - $95.73 $661K - $684K
7.15K $680M
DOCS
Doximity, Inc.

Healthcare
9.16K
New
$57.33 - $75.12 $525K - $688K
9.16K $670M
RKT
Rocket Companies, Inc.

Financial Services
33.1K
New
$13.31 - $21.16 $441K - $701K
33.1K $642M
TPR
Tapestry, Inc.

Consumer Cyclical
5.03K
New
$86.48 - $116.14 $435K - $584K
5.03K $569M
Tempus Ai Inc
7.01K
New
N/A
7.01K $566M
AFRM
Affirm Holdings, Inc.

Technology
7.36K
New
$64.05 - $92.18 $472K - $679K
7.36K $538M
Blackrock ETF Trust Ii
9.66K
New
N/A
9.66K $514M
IAGG
Ishares Tr Core Intl Aggregate

ETFs
9.9K
New
$50.85 - $51.35 $503K - $508K
9.9K $507M
CFG
Citizens Financial Group Inc

Financial Services
9.06K
New
$46.1 - $53.65 $418K - $486K
9.06K $482M
GWRE
Guidewire Software, Inc.

Technology
2.07K
New
$207.82 - $261.88 $429K - $541K
2.07K $475M
GLDM
World Gold Trust

ETFs
6.18K
New
$64.73 - $76.45 $400K - $472K
6.18K $472M
I Shares Bitcoin Trust
6.85K
New
N/A
6.85K $445M
Blackrock ETF Trust
10.5K
New
N/A
10.5K $398M
T
At&T Inc.

Communication Services
13.4K
New
$26.94 - $29.62 $360K - $395K
13.4K $377M
Blackrock ETF Trust
10.9K
New
N/A
10.9K $372M
JPIE
J P Morgan Exchange Traded Fd
7.34K
New
$46.01 - $46.55 $337K - $341K
7.34K $340M
BOTZ
Global X Fds

ETFs
9.34K
New
$32.14 - $35.96 $300K - $336K
9.34K $331M
APP
App Lovin Corp

Technology
450
New
$335.1 - $718.54 $151K - $323K
450 $323M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
1.16K
New
$224.68 - $282.71 $260K - $327K
1.16K $323M
EMB
Ishares Tr

ETFs
3.39K
New
$91.52 - $95.59 $310K - $324K
3.39K $323M
CWI
Spdr Ser Tr Spdr Msci Acwi Ex

ETFs
8.29K
New
$32.11 - $34.92 $266K - $290K
8.29K $290M
AB
Alliancebernstein Holding L.P.

Financial Services
7.56K
New
$37.76 - $42.88 $286K - $324K
7.56K $289M
MMM
3 M CO

Industrials
1.82K
New
$144.41 - $160.2 $263K - $292K
1.82K $283M
CAT
Caterpillar Inc

Industrials
585
New
$390.92 - $477.15 $229K - $279K
585 $279M
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
5.15K
New
$52.39 - $53.11 $270K - $273K
5.15K $273M
SPMO
Invesco ETF Tr Ii S&P 500 Mome

ETFs
2.18K
New
$110.74 - $122.12 $241K - $266K
2.18K $263M
HON
Honeywell International Inc

Industrials
1.24K
New
$207.7 - $240.4 $258K - $299K
1.24K $262M
SO
Southern CO

Utilities
2.71K
New
$90.83 - $96.0 $246K - $260K
2.71K $257M
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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