Fidelis Capital Partners, LLC Incresed Positions in Q4 2024

Fidelis Capital Partners, LLC

  • $1 Trillion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
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
IBM
International Business Machines Corp

Technology
1.73K
+ 27.61%
$204.9 - $238.04 $354K - $411K
7.98K $2.08B
CRWD
Crowd Strike Holdings, Inc.

Technology
1.24K
+ 106.45%
$275.15 - $388.2 $341K - $481K
2.4K $955M
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
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
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
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
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
ABT
Abbott Laboratories

Healthcare
1.33K
+ 7.15%
$111.93 - $119.39 $149K - $159K
20K $2.57B
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
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
PH
Parker Hannifin Corp

Industrials
376
+ 38.96%
$621.74 - $709.46 $234K - $267K
1.34K $933M
DECK
Deckers Outdoor Corp

Consumer Cyclical
720
+ 7.36%
$152.04 - $211.12 $109K - $152K
10.5K $1.79B
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
4.64K
+ 4.88%
$56.06 - $61.35 $260K - $285K
99.7K $5.74B
WELL
Welltower Inc.

Real Estate
1.99K
+ 118.26%
$123.11 - $139.3 $245K - $277K
3.67K $515M
EMR
Emerson Electric CO

Industrials
1.18K
+ 16.1%
$108.13 - $134.33 $128K - $159K
8.51K $1.09B
BX
Blackstone Inc.

Financial Services
1.57K
+ 66.18%
$148.45 - $199.05 $233K - $313K
3.95K $685M
EPD
Enterprise Products Partners L.P.

Energy
4K
+ 10.7%
$28.66 - $34.43 $115K - $138K
41.4K $1.37B
FICO
Fair Isaac Corp

Technology
229
+ 29.51%
$1911.01 - $2382.4 $438K - $546K
1.01K $1.84B
MRVL
Marvell Technology, Inc.

Technology
1.41K
+ 37.19%
$70.31 - $124.78 $99K - $176K
5.19K $590M
ABC
Amerisourcebergen Corp

Healthcare
974
+ 69.87%
N/A
2.37K $602M
SUB
Ishares Short Term National Mu

ETFs
2.58K
+ 65.92%
$104.94 - $106.2 $270K - $274K
6.49K $686M
KR
Kroger CO

Consumer Defensive
1.95K
+ 7.6%
$55.21 - $63.3 $108K - $124K
27.7K $1.75B
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
4.44K
+ 133.99%
$60.13 - $67.31 $267K - $299K
7.76K $481M
CAT
Caterpillar Inc

Industrials
1.32K
+ 15.21%
$360.37 - $416.88 $476K - $551K
10K $3.62B
LNG
Cheniere Energy, Inc.

Energy
137
+ 2.79%
$181.07 - $225.92 $24.8K - $31K
5.06K $1.16B
DKS
Dick'S Sporting Goods, Inc.

Consumer Cyclical
179
+ 2.6%
$193.7 - $235.05 $34.7K - $42.1K
7.06K $1.67B
QCOM
Qualcomm Inc

Technology
1.03K
+ 5.09%
$150.4 - $178.04 $155K - $183K
21.2K $3.61B
PNC
Pnc Financial Services Group, Inc.

Financial Services
1.05K
+ 24.84%
$178.39 - $215.0 $188K - $226K
5.29K $1.04B
MSI
Motorola Solutions, Inc.

Technology
490
+ 22.04%
$449.08 - $504.6 $220K - $247K
2.71K $1.28B
T
At&T Inc.

Communication Services
6.78K
+ 20.11%
$21.22 - $23.88 $144K - $162K
40.5K $982M
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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