Fidelis Capital Partners, LLC Purchases in Q4 2024

Fidelis Capital Partners, LLC

  • $1 Trillion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
MS
Morgan Stanley

Financial Services
1.61K
+ 5.91%
$104.42 - $134.99 $168K - $217K
28.7K $3.94B
VTV
Vanguard Value ETF

ETFs
4.09K
+ 158.66%
$168.32 - $181.87 $688K - $743K
6.66K $1.17B
AXP
American Express CO

Financial Services
1.66K
+ 41.54%
$267.35 - $305.57 $442K - $506K
5.64K $1.78B
KLAC
Kla Corp

Technology
588
+ 19.12%
$614.46 - $829.55 $361K - $488K
3.66K $2.71B
GE
General Electric CO

Industrials
2.61K
+ 46.13%
$159.95 - $194.23 $417K - $507K
8.26K $1.69B
DFS
Discover Financial Services

Financial Services
820
+ 8.91%
$136.3 - $182.67 $112K - $150K
10K $1.99B
DLR
Digital Realty Trust, Inc.

Real Estate
4.03K
New
$156.46 - $195.69 $630K - $788K
4.03K $650M
DIS
Walt Disney CO

Communication Services
4.62K
+ 68.25%
$92.39 - $117.6 $427K - $543K
11.4K $1.3B
NOW
Service Now, Inc.

Technology
486
+ 38.06%
$867.18 - $1148.42 $421K - $558K
1.76K $1.8B
IWN
Ishares Russell2000 Val ETF

ETFs
3.83K
+ 68.18%
$162.69 - $181.35 $623K - $694K
9.45K $1.56B
CRWD
Crowd Strike Holdings, Inc.

Technology
1.24K
+ 106.45%
$275.15 - $388.2 $341K - $481K
2.4K $955M
IQLT
Ishares Msci Intl Quality Fact

ETFs
13.6K
New
$37.12 - $41.23 $505K - $561K
13.6K $524M
VOE
Vanguard Mid Cap Value Index F

ETFs
3.15K
New
$160.89 - $176.18 $507K - $555K
3.15K $520M
DVY
Ishares Tr

ETFs
3.92K
+ 30.2%
$129.55 - $143.41 $507K - $561K
16.9K $2.27B
VUG
Vanguard Growth ETF

ETFs
1.14K
+ 80.82%
$378.79 - $428.11 $433K - $489K
2.56K $1.06B
IWY
Ishares Tr Russell 200 Growth

ETFs
908
+ 4.43%
$216.72 - $244.71 $197K - $222K
21.4K $5.04B
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
14.9K
+ 27.14%
$44.04 - $49.49 $656K - $737K
69.8K $3.08B
TJX
Tjx Companies Inc

Consumer Cyclical
2.21K
+ 10.16%
$112.15 - $127.2 $247K - $280K
23.9K $2.97B
SPOT
Spotify Technology S.A.

Communication Services
897
New
$362.95 - $502.38 $326K - $451K
897 $493M
BSX
Boston Scientific Corp

Healthcare
2.62K
+ 18.84%
$83.62 - $91.5 $219K - $240K
16.5K $1.7B
DUHP
Dimensional ETF Tr Dimensional

ETFs
13.5K
+ 47.05%
$33.62 - $35.69 $453K - $481K
42.1K $1.46B
ABBV
Abb Vie Inc.

Healthcare
2.21K
+ 8.95%
$164.99 - $203.87 $365K - $451K
27K $5.13B
ORCL
Oracle Corp

Technology
3.13K
+ 24.61%
$165.41 - $192.43 $518K - $603K
15.9K $2.67B
IWO
Ishares Russell 2000 Gwt ETF

ETFs
1.53K
+ 82.11%
$278.19 - $315.36 $425K - $482K
3.39K $996M
IWX
Ishares Tr Russell 200 Value E

ETFs
5.48K
+ 48.62%
$78.25 - $85.17 $429K - $467K
16.8K $1.39B
SYK
Stryker Corp

Healthcare
964
+ 39.54%
$345.14 - $392.15 $333K - $378K
3.4K $1.33B
L
Loews Corp

Financial Services
5.15K
New
$76.49 - $87.05 $394K - $449K
5.15K $440M
APP
App Lovin Corp

Technology
1.2K
New
$130.67 - $401.5 $157K - $482K
1.2K $439M
KKR
Kkr & Co. Inc.

Financial Services
1.75K
+ 30.91%
$129.87 - $162.87 $228K - $286K
7.43K $1.21B
PANW
Palo Alto Networks Inc

Technology
14.5K
+ 114.31%
$181.96 - $405.9 $2.64M - $5.89M
27.2K $4.97B
GLW
Corning Inc

Technology
8.13K
New
$44.11 - $49.76 $359K - $405K
8.13K $418M
MCK
Mckesson Corp

Healthcare
176
+ 5.54%
$482.27 - $628.5 $84.9K - $111K
3.36K $2.01B
HD
Home Depot, Inc.

Consumer Cyclical
792
+ 7.76%
$385.02 - $431.37 $305K - $342K
11K $4.49B
FTCS
First Trust Capital Strength E

ETFs
4.62K
New
$87.62 - $94.03 $405K - $434K
4.62K $416M
MAR
Marriott International Inc

Consumer Cyclical
874
+ 17.72%
$246.06 - $292.59 $215K - $256K
5.81K $1.69B
URI
United Rentals, Inc.

Industrials
632
+ 102.27%
$704.44 - $880.32 $445K - $556K
1.25K $923M
EEM
Ishares Msci Emerging Markets

ETFs
10.7K
+ 59.69%
$41.82 - $47.36 $446K - $505K
28.5K $1.21B
ETR
Entergy Corp

Utilities
4.76K
New
$73.19 - $156.4 $349K - $745K
4.76K $391M
INTC
Intel Corp

Technology
20.1K
New
$19.07 - $26.23 $384K - $528K
20.1K $390M
ABT
Abbott Laboratories

Healthcare
1.33K
+ 7.15%
$111.93 - $119.39 $149K - $159K
20K $2.57B
SPYG
Spdr Portfolio

ETFs
4.27K
New
$81.74 - $91.38 $349K - $390K
4.27K $382M
ARCO
Arcos Dorados Holdings Inc.

Consumer Cyclical
50K
New
$7.21 - $9.99 $361K - $500K
50K $380M
Ge Vernova Inc
811
+ 89.42%
N/A
1.72K $621M
APD
Air Products & Chemicals, Inc.

Basic Materials
975
+ 46.32%
$285.5 - $335.62 $278K - $327K
3.08K $1.04B
ET
Energy Transfer LP

Energy
10.1K
+ 31.71%
$16.05 - $19.86 $162K - $201K
42K $871M
VBK
Vanguard Small Cap Growth ETF

ETFs
1.19K
New
$264.18 - $304.19 $315K - $363K
1.19K $345M
BA
Boeing CO

Industrials
1.96K
New
$138.14 - $180.72 $271K - $354K
1.96K $345M
TMO
Thermo Fisher Scientific Inc.

Healthcare
472
+ 14.88%
$501.29 - $612.85 $237K - $289K
3.64K $2.16B
CI
Cigna Corp

Healthcare
1.27K
+ 72.22%
$265.59 - $358.58 $338K - $456K
3.03K $886M
Activity Summary
Buys All Purchases 315 New Holdings 51 Increased Positions 264 Sells All Sells 97 Reductions 97 Sold out 0 Options Calls 0 Puts 0
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