Fortis Capital Advisors, LLC Sells in Q4 2024

Fortis Capital Advisors, LLC

  • $293 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
IVV
Ishares Core S&P 500 ETF

ETFs
-11K
- 78.62%
$570.51 - $610.59 $6.28M - $6.72M
2.99K $1.7B
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-24.2K
- 72.97%
$61.68 - $67.87 $1.49M - $1.64M
8.97K $555M
SPY
Spdr S&P 500 ETF Trust

ETFs
-20.9K
- 25.66%
$567.81 - $607.81 $11.9M - $12.7M
60.5K $34.1B
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-11.8K
- 78.63%
$96.64 - $101.23 $1.14M - $1.19M
3.2K $321M
XLG
Invesco Exchange Traded Fd Tr

ETFs
-23.1K
- 34.81%
$46.94 - $51.62 $1.09M - $1.19M
43.3K $2.02B
XSMO
Invesco S&P Smallcap Momentum

ETFs
-16.2K
- 42.83%
$65.08 - $73.72 $1.05M - $1.19M
21.6K $1.42B
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-8.88K
- 71.67%
$113.92 - $127.38 $1.01M - $1.13M
3.51K $409M
QQQ
Invesco Qqq Trust, Series 1

ETFs
-455
- 0.73%
$481.22 - $538.17 $219K - $245K
61.5K $29.3B
HD
Home Depot, Inc.

Consumer Cyclical
-2.12K
- 50.06%
$385.02 - $431.37 $815K - $914K
2.11K $779M
AVGO
Broadcom Inc.

Technology
-4.64K
- 54.59%
$159.67 - $250.0 $741K - $1.16M
3.86K $628M
META
Meta Platforms, Inc.

Communication Services
-404
- 3.84%
$554.08 - $632.68 $224K - $256K
10.1K $5.27B
NVO
Novo Nordisk A S

Healthcare
-5.92K
- 72.19%
$85.0 - $120.04 $503K - $710K
2.28K $317M
XLRE
Select Sector Spdr Tr Real Est

ETFs
-14.3K
- 48.27%
$40.06 - $45.21 $573K - $647K
15.3K $668M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-1.09K
- 28.22%
$521.84 - $558.82 $567K - $607K
2.76K $1.43B
MSFT
Microsoft Corp

Technology
-257
- 0.72%
$406.35 - $454.46 $104K - $117K
35.5K $14.8B
HON
Honeywell International Inc

Industrials
-2.59K
- 71.51%
$202.84 - $236.0 $526K - $612K
1.03K $215M
PLTR
Palantir Technologies Inc.

Technology
-7.44K
- 18.96%
$36.46 - $82.38 $271K - $613K
31.8K $1B
TFC
Truist Financial Corp

Financial Services
-9.94K
- 64.86%
$41.51 - $48.1 $412K - $478K
5.38K $239M
JPM
Jpmorgan Chase & CO

Financial Services
-2.33K
- 23.34%
$205.18 - $250.29 $477K - $582K
7.64K $1.72B
XLF
Financial Sector Spdr

ETFs
-7.84K
- 52.82%
$44.89 - $51.34 $352K - $402K
7K $320M
ANET
Arista Networks, Inc.

Technology
-200
- 4.42%
$104.78 - $431.02 $21K - $86.2K
4.33K $1.53B
VTWO
Vanguard Russell 2000 ETF

ETFs
-2.17K
- 42.17%
$87.42 - $98.06 $190K - $213K
2.97K $265M
RSP
Invesco S&P 500 Equal Weight E

ETFs
-512
- 5.8%
$174.22 - $187.62 $89.2K - $96.1K
8.32K $1.46B
MCD
Mcdonalds Corp

Consumer Cyclical
-1
- 0.01%
$288.47 - $316.54 $288 - $317
7.41K $2.14B
AMD
Advanced Micro Devices Inc

Technology
-551
- 27.37%
$118.88 - $172.8 $65.5K - $95.2K
1.46K $217M
XMHQ
Invesco Exchange Traded Fd Tr

ETFs
-787
- 4.06%
$98.47 - $109.35 $77.5K - $86.1K
18.6K $1.88B
NFLX
Netflix Inc

Communication Services
-80
- 1.87%
$687.65 - $936.56 $55K - $74.9K
4.19K $2.94B
AXP
American Express CO

Financial Services
-98
- 1.99%
$267.35 - $305.57 $26.2K - $29.9K
4.83K $1.25B
VGT
Vanguard Information Technolog

ETFs
-119
- 13.11%
$571.78 - $647.97 $68K - $77.1K
789 $453M
GOOG
Alphabet Inc.

Communication Services
-175
- 0.83%
$163.08 - $198.16 $28.5K - $34.7K
20.8K $3.43B
BLK
Black Rock Inc.

Financial Services
-8
- 0.74%
$934.02 - $1065.26 $7.47K - $8.52K
1.08K $974M
WMT
Walmart Inc.

Consumer Defensive
-585
- 17.01%
$79.1 - $95.7 $46.3K - $56K
2.85K $220M
HIGH
Simplify Exchange Traded Fds E
-2.09K
- 14.8%
N/A
12K $283M
ABBV
Abb Vie Inc.

Healthcare
-162
- 1.88%
$164.99 - $203.87 $26.7K - $33K
8.45K $1.66B
XOM
Exxon Mobil Corp

Energy
-298
- 14.27%
$105.51 - $125.37 $31.4K - $37.4K
1.79K $211M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-111
- 8.4%
$442.29 - $483.08 $49.1K - $53.6K
1.21K $576M
DIS
Walt Disney CO

Communication Services
-194
- 7.9%
$92.39 - $117.6 $17.9K - $22.8K
2.26K $204M
UPS
United Parcel Service Inc

Industrials
-45
- 1.44%
$122.65 - $138.35 $5.52K - $6.23K
3.08K $396M
CVX
Chevron Corp

Energy
-185
- 6.77%
$141.15 - $162.53 $26.1K - $30.1K
2.55K $377M
UNH
Unitedhealth Group Inc

Healthcare
-45
- 10.37%
$485.52 - $625.25 $21.8K - $28.1K
389 $230M
PM
Philip Morris International Inc.

Consumer Defensive
-224
- 11.51%
$118.38 - $133.06 $26.5K - $29.8K
1.72K $212M
JNJ
Johnson & Johnson

Healthcare
-209
- 6.67%
$143.34 - $165.86 $30K - $34.7K
2.92K $485M
VO
Vanguard Mid Cap ETF

ETFs
-35
- 2.72%
$261.5 - $284.63 $9.15K - $9.96K
1.25K $324M
SBUX
Starbucks Corp

Consumer Cyclical
-30
- 1.16%
$87.44 - $102.5 $2.62K - $3.08K
2.57K $243M
AZO
Autozone Inc

Consumer Cyclical
-4
- 3.85%
$2981.19 - $3370.27 $11.9K - $13.5K
100 $318M
VOOG
Vanguard S&P 500 Growth ETF

ETFs
-4
- 0.58%
$340.59 - $380.5 $1.36K - $1.52K
689 $232M
PPA
Invesco Exchange Traded Fd Tr

ETFs
-31
- 1.4%
$113.79 - $124.5 $3.53K - $3.86K
2.19K $249M
TJX
Tjx Companies Inc

Consumer Cyclical
-50
- 1.59%
$112.15 - $127.2 $5.61K - $6.36K
3.1K $364M
IHI
Ishares Tr Dow Jones Us Medica

ETFs
-64
- 1.81%
$57.38 - $61.11 $3.67K - $3.91K
3.48K $204M
Activity Summary
Buys All Purchases 81 New Holdings 19 Increased Positions 62 Sells All Sells 56 Reductions 56 Sold out 0 Options Calls 0 Puts 0
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