Fortis Capital Advisors, LLC Reduced Holdings in Q2 2025

Fortis Capital Advisors, LLC

  • $559 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
LMT
Lockheed Martin Corp

Industrials
-75
- 5.87%
$430.82 - $486.45 $32.3K - $36.5K
1.2K $557M
FXU
First Tr Exchange Traded Fd Ut

ETFs
-470
- 8.61%
$37.86 - $43.29 $17.8K - $20.3K
4.99K $211M
ABT
Abbott Laboratories

Healthcare
-119
- 6.51%
$123.95 - $138.08 $14.8K - $16.4K
1.71K $232M
MA
Mastercard Inc

Financial Services
-67
- 2.32%
$479.92 - $590.74 $32.2K - $39.6K
2.82K $1.58B
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-68
- 2.44%
$114.78 - $133.31 $7.81K - $9.07K
2.72K $362M
CME
Cme Group Inc.

Financial Services
-120
- 3.13%
$252.37 - $290.71 $30.3K - $34.9K
3.71K $1.02B
RSG
Republic Services, Inc.

Industrials
-26
- 0.71%
$227.2 - $258.07 $5.91K - $6.71K
3.62K $891M
BAC
Bank Of America Corp

Financial Services
-850
- 9.25%
$34.39 - $47.46 $29.2K - $40.3K
8.34K $395M
SCHA
Schwab Strategic Tr Us Small C

ETFs
-745
- 4.55%
$20.42 - $25.3 $15.2K - $18.8K
15.6K $395M
IEUR
Ishares Tr Ishares Core Msci E

ETFs
-413
- 5.77%
$53.75 - $67.21 $22.2K - $27.8K
6.74K $446M
ESGU
Ishares Trust Ishares Esg Awar

ETFs
-4
- 0.23%
$108.06 - $135.3 $432 - $541
1.74K $236M
PSLV
Sprott Physical Silver Trust

Financial Services
-748
- 1.15%
$9.98 - $12.51 $7.47K - $9.36K
64K $784M
ISCF
Ishares Msci Intl Small Cap Mu

ETFs
-360
- 3.83%
$30.25 - $38.85 $10.9K - $14K
9.04K $350M
VOT
Vanguard Mid Cap Growth Index

ETFs
-940
- 12.02%
$216.28 - $284.39 $203K - $267K
6.88K $1.96B
WMT
Walmart Inc.

Consumer Defensive
-16
- 0.34%
$81.79 - $99.98 $1.31K - $1.6K
4.64K $454M
PPA
Invesco Exchange Traded Fd Tr

ETFs
-100
- 3.91%
$105.2 - $141.69 $10.5K - $14.2K
2.46K $348M
VT
Vanguard Total World Stk Index

ETFs
-649
- 5.73%
$103.16 - $128.52 $67K - $83.4K
10.7K $1.37B
MGK
Vanguard Mega Cap Growth ETF

ETFs
-79
- 4.23%
$273.67 - $366.17 $21.6K - $28.9K
1.79K $655M
VEEV
Veeva Systems Inc

Healthcare
-700
- 13.87%
$209.39 - $289.94 $147K - $203K
4.35K $1.25B
VEU
Vanguard Ftse All World Ex Us

ETFs
-1
- 0.01%
$54.19 - $67.22 $54.2 - $67.2
15.2K $1.02B
Blackrock Inc
-7
- 0.64%
N/A
1.09K $1.15B
RBLX
Roblox Corp

Communication Services
-4.46K
- 35.71%
$51.22 - $105.59 $229K - $471K
8.03K $845M
Arm Holdings PLC
-9
- 0.36%
N/A
2.51K $407M
IWP
Ishares Russell Mid Cap Growth

ETFs
-89
- 1.24%
$104.34 - $138.68 $9.29K - $12.3K
7.07K $981M
VEA
Vanguard Ftse Developed Market

ETFs
-357
- 1.37%
$45.65 - $57.01 $16.3K - $20.4K
25.6K $1.46B
VUG
Vanguard Growth ETF

ETFs
-55
- 2.03%
$329.49 - $438.4 $18.1K - $24.1K
2.66K $1.16B
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
-11.5K
- 9.95%
$50.08 - $63.14 $573K - $723K
104K $6.54B
VONG
Vanguard Russell 1000 Growth E

ETFs
-50
- 0.37%
$82.51 - $109.2 $4.13K - $5.46K
13.4K $1.46B
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-365
- 4.24%
$456.74 - $568.03 $167K - $207K
8.25K $4.69B
XLK
Technology Sector Spdr

ETFs
-921
- 6.29%
$179.73 - $253.23 $166K - $233K
13.7K $3.48B
AVAV
Aero Vironment Inc

Industrials
-852
- 20.01%
$111.65 - $284.95 $95.1K - $243K
3.41K $971M
FNDX
Schwab Fundamental U S Large C

ETFs
-27.4K
- 2.16%
$20.84 - $24.54 $570K - $671K
1.24M $30.5B
TSLA
Tesla, Inc.

Consumer Cyclical
-1.04K
- 6.87%
$221.86 - $362.89 $232K - $379K
14.2K $4.5B
AVGO
Broadcom Inc.

Technology
-1.29K
- 14.58%
$146.29 - $275.65 $189K - $355K
7.55K $2.08B
EFG
Msci Eafe Growth ETF

ETFs
-650
- 0.9%
$89.8 - $112.0 $58.4K - $72.8K
71.5K $8B
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
-13.8K
- 1.78%
$17.76 - $22.1 $246K - $306K
765K $16.9B
SCHX
Schwab Strategic Tr Us Large C

ETFs
-27.7K
- 2.06%
$19.6 - $24.44 $542K - $676K
1.32M $32.2B
SCHG
Schwab Strategic Tr Us Large C

ETFs
-34.4K
- 3.33%
$22.27 - $29.21 $765K - $1M
999K $29.2B
MSFT
Microsoft Corp

Technology
-758
- 2.33%
$354.56 - $497.45 $269K - $377K
31.8K $15.8B
QQQ
Invesco Qqq Trust, Series 1

ETFs
-381
- 0.63%
$416.06 - $551.64 $159K - $210K
59.8K $33B
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
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