Fortis Capital Advisors, LLC New Holdings in Q1 2025

Fortis Capital Advisors, LLC

  • $493 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
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
GWX
Spdr Index Shs Fd Spdr S&P Int

ETFs
8.77K
New
$30.35 - $33.16 $266K - $291K
8.77K $280M
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
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
VDC
Vanguard Consumer Staples ETF

ETFs
1.04K
New
$206.54 - $226.16 $215K - $236K
1.04K $228M
FXU
First Tr Exchange Traded Fd Ut

ETFs
5.46K
New
$37.42 - $41.14 $204K - $225K
5.46K $224M
Annaly Capital Management In
10.6K
New
N/A
10.6K $215M
CWB
Spdr Bloomberg Convertible Sec

ETFs
2.78K
New
$75.99 - $81.58 $211K - $227K
2.78K $213M
SPTL
Spdr Portfolio Long Term Treas

ETFs
7.41K
New
$25.54 - $27.64 $189K - $205K
7.41K $202M
PSK
Spdr Ser Tr Spdr Ice Pfd Sec E

ETFs
6.21K
New
$32.39 - $34.01 $201K - $211K
6.21K $201M
CPZ
Calamos Long/Short Equity & Dynamic Income Trust

N/A
12.9K
New
$14.91 - $15.74 $192K - $203K
12.9K $200M
RVT
Royce Value Trust, Inc.

Financial Services
13.5K
New
$14.07 - $16.68 $190K - $225K
13.5K $192M
TAK
Takeda Pharmaceutical CO LTD

Healthcare
12.9K
New
$12.89 - $15.19 $166K - $196K
12.9K $191M
VRA
Vera Bradley, Inc.

Consumer Cyclical
12.8K
New
$2.25 - $3.91 $28.7K - $49.9K
12.8K $28.7M
IAUX
I 80 Gold Corp.
34.4K
New
$0.53 - $0.83 $18.2K - $28.5K
34.4K $20M
SENS
Senseonics Holdings, Inc.

Healthcare
20K
New
$0.43 - $1.31 $8.6K - $26.2K
20K $13.1M
American Battery Technology
10.6K
New
N/A
10.6K $11M
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
Track This Portfolio

Track Fortis Capital Advisors, LLC Portfolio

Follow Fortis Capital Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Fortis Capital Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Fortis Capital Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email