Fidelis Capital Partners, LLC Incresed Positions in Q3 2025

Fidelis Capital Partners, LLC

  • $1.28 Trillion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
WFC
Wells Fargo & Company

Financial Services
7.66K
+ 23.72%
$77.05 - $85.16 $590K - $652K
39.9K $3.35B
PLTR
Palantir Technologies Inc.

Technology
3.92K
+ 8.92%
$130.68 - $186.97 $513K - $733K
47.9K $8.74B
CVX
Chevron Corp

Energy
4.83K
+ 14.27%
$145.57 - $161.83 $703K - $781K
38.6K $6B
ECL
Ecolab Inc.

Basic Materials
2.95K
+ 253.87%
$259.39 - $285.47 $765K - $842K
4.11K $1.13B
AMGN
Amgen Inc

Healthcare
2.9K
+ 62.44%
$271.18 - $309.22 $788K - $898K
7.56K $2.13B
IEFA
Ishares Tr

ETFs
4.14K
+ 3.72%
$81.7 - $87.53 $338K - $362K
115K $10.1B
SO
Southern CO

Utilities
8.06K
+ 61.94%
$90.83 - $96.0 $732K - $773K
21.1K $2B
SAP
Sap Se

Technology
2.83K
+ 325.06%
$252.42 - $311.93 $714K - $882K
3.7K $988M
EFA
Ishares Tr Msci Eafe ETF

ETFs
3.71K
+ 4.74%
$87.29 - $93.61 $324K - $347K
82.1K $7.66B
KKR
Kkr & Co. Inc.

Financial Services
6.07K
+ 68.19%
$129.95 - $152.16 $789K - $924K
15K $1.95B
IAU
Ishares Gold Trust

ETFs
2.1K
+ 4.13%
$61.62 - $72.77 $129K - $153K
52.8K $3.84B
ICE
Intercontinental Exchange, Inc.

Financial Services
4.24K
+ 76.93%
$167.28 - $188.45 $709K - $799K
9.75K $1.64B
IWR
Ishares Russell Mid Cap ETF

ETFs
571
+ 0.35%
$92.26 - $97.51 $52.7K - $55.7K
162K $15.6B
MS
Morgan Stanley

Financial Services
364
+ 1.23%
$139.09 - $161.16 $50.6K - $58.7K
29.8K $4.74B
ASML
Asml Holding Nv

Technology
239
+ 19.12%
$689.63 - $968.09 $165K - $231K
1.49K $1.44B
NOW
Service Now, Inc.

Technology
612
+ 35.03%
$850.86 - $1044.69 $521K - $639K
2.36K $2.17B
Fidelity Ethereum Fd
12.2K
+ 95.97%
N/A
24.9K $1.03B
Lam Research Corp
136
+ 0.97%
N/A
14.2K $1.9B
CSCO
Cisco Systems, Inc.

Technology
8.55K
+ 14.02%
$66.2 - $71.79 $566K - $614K
69.5K $4.76B
PM
Philip Morris International Inc.

Consumer Defensive
3.51K
+ 36.54%
$157.77 - $183.27 $554K - $644K
13.1K $2.13B
DE
Deere & CO

Industrials
1.41K
+ 54.49%
$457.26 - $524.37 $647K - $741K
4.01K $1.83B
QQQ
Invesco Qqq Trust, Series 1

ETFs
165
+ 1.33%
$546.99 - $602.2 $90.3K - $99.4K
12.6K $7.57B
Coreweave Inc
2.85K
+ 66.87%
N/A
7.11K $973M
PRU
Prudential Financial Inc

Financial Services
4.71K
+ 228.65%
$100.68 - $109.89 $474K - $517K
6.77K $702M
BA
Boeing CO

Industrials
2.38K
+ 75.64%
$209.79 - $237.38 $500K - $565K
5.53K $1.19B
MRK
Merck & Co., Inc.

Healthcare
3.8K
+ 10.48%
$77.6 - $87.37 $295K - $332K
40.1K $3.36B
BABA
Alibaba Group Holding LTD

Consumer Cyclical
736
+ 12.93%
$103.83 - $179.9 $76.4K - $132K
6.43K $1.15B
RF
Regions Financial Corp

Financial Services
16.8K
+ 133.85%
$24.03 - $27.41 $403K - $460K
29.3K $773M
MDT
Medtronic PLC

Healthcare
4.4K
+ 159.74%
$87.67 - $95.74 $386K - $422K
7.16K $682M
PG
Procter & Gamble CO

Consumer Defensive
2.57K
+ 10.78%
$150.47 - $161.22 $387K - $414K
26.4K $4.06B
IEMG
Ishares Inc

ETFs
2.88K
+ 7.05%
N/A
43.7K $2.88B
JEPI
J P Morgan Exchange Traded Fd

ETFs
6.76K
+ 188.62%
$55.61 - $57.37 $376K - $388K
10.3K $591M
AMT
American Tower Corp

Real Estate
2.33K
+ 67.1%
$192.32 - $232.35 $447K - $540K
5.79K $1.11B
INTC
Intel Corp

Technology
3.86K
+ 20.44%
$19.31 - $35.5 $74.6K - $137K
22.8K $763M
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
3.41K
+ 3.83%
$55.15 - $58.11 $188K - $198K
92.3K $5.31B
T
At&T Inc.

Communication Services
12K
+ 26.9%
$26.94 - $29.62 $324K - $357K
56.8K $1.6B
TJX
Tjx Companies Inc

Consumer Cyclical
499
+ 2.12%
$121.35 - $144.54 $60.6K - $72.1K
24.1K $3.48B
PHM
Pultegroup Inc

Consumer Cyclical
1.95K
+ 22.2%
$108.0 - $141.42 $210K - $275K
10.7K $1.41B
XEL
Xcel Energy Inc

Utilities
4.09K
+ 120.06%
$67.56 - $80.65 $277K - $330K
7.5K $605M
MA
Mastercard Inc

Financial Services
623
+ 9.72%
$550.18 - $598.96 $343K - $373K
7.04K $4B
PSA
Public Storage

Real Estate
1.18K
+ 128.62%
$271.94 - $298.09 $321K - $352K
2.1K $607M
LLY
Eli Lilly & CO

Healthcare
269
+ 3.41%
$625.65 - $812.69 $168K - $219K
8.17K $6.23B
F
Ford Motor CO

Consumer Cyclical
26.9K
+ 193.47%
$10.82 - $12.09 $291K - $325K
40.8K $488M
VB
Vanguard Small Cap ETF

ETFs
631
+ 5.05%
$237.58 - $259.17 $150K - $164K
13.1K $3.34B
NFLX
Netflix Inc

Communication Services
181
+ 3.85%
$1147.87 - $1297.18 $208K - $235K
4.88K $5.85B
MCK
Mckesson Corp

Healthcare
75
+ 2.06%
$659.01 - $772.54 $49.4K - $57.9K
3.72K $2.88B
PEP
Pepsico Inc

Consumer Defensive
2.21K
+ 15.65%
$133.81 - $152.16 $296K - $337K
16.4K $2.3B
TXN
Texas Instruments Inc

Technology
1.66K
+ 35.13%
N/A
6.39K $1.17B
V
Visa Inc.

Financial Services
737
+ 2.86%
$332.09 - $358.86 $245K - $264K
26.5K $9.04B
Activity Summary
Buys All Purchases 327 New Holdings 51 Increased Positions 276 Sells All Sells 103 Reductions 103 Sold out 0 Options Calls 0 Puts 0
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