Fortis Capital Advisors, LLC Incresed Positions in Q4 2024

Fortis Capital Advisors, LLC

  • $293 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
20.3K
+ 27.83%
$91.29 - $91.8 $1.85M - $1.86M
93.2K $8.56B
COST
Costco Wholesale Corp

Consumer Defensive
1.7K
+ 53.54%
$873.59 - $994.69 $1.49M - $1.69M
4.88K $4.35B
TMUS
T Mobile Us, Inc.

Communication Services
4.3K
+ 73.12%
$206.1 - $246.94 $886K - $1.06M
10.2K $2.02B
VEEV
Veeva Systems Inc

Healthcare
3.61K
+ 99.94%
$201.81 - $250.45 $728K - $903K
7.21K $1.56B
MA
Mastercard Inc

Financial Services
1.5K
+ 60.92%
$491.3 - $536.15 $736K - $803K
3.96K $1.91B
HEI
Heico Corp

Industrials
2.08K
+ 97.33%
$237.06 - $279.02 $493K - $580K
4.22K $1.08B
ELV
Elevance Health, Inc.

Healthcare
759
+ 34.14%
$365.96 - $514.62 $278K - $391K
2.98K $1.66B
NEE
Nextera Energy Inc

Utilities
6.28K
+ 51.93%
$69.77 - $85.43 $438K - $537K
18.4K $1.48B
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
1.76K
+ 46.13%
$209.89 - $233.24 $369K - $410K
5.56K $1.27B
HSY
Hershey CO

Consumer Defensive
2.02K
+ 31.52%
$168.67 - $193.65 $340K - $391K
8.42K $1.63B
BX
Blackstone Inc.

Financial Services
3.21K
+ 31.95%
$148.45 - $199.05 $477K - $640K
13.3K $1.89B
NOC
Northrop Grumman Corp

Industrials
618
+ 13.08%
$466.52 - $543.88 $288K - $336K
5.34K $2.79B
GOOGL
Alphabet Inc.

Communication Services
1.94K
+ 17.44%
$161.86 - $196.66 $313K - $381K
13K $2.13B
NDAQ
Nasdaq, Inc.

Financial Services
4.11K
+ 26.37%
$70.87 - $83.05 $291K - $341K
19.7K $1.42B
SQ
Block, Inc.

Technology
4.06K
+ 43.28%
$65.06 - $98.92 $264K - $402K
13.4K $888M
LLY
Eli Lilly & CO

Healthcare
117
+ 6.39%
$727.2 - $932.06 $85.1K - $109K
1.95K $1.87B
NOW
Service Now, Inc.

Technology
386
+ 16.83%
$867.18 - $1148.42 $335K - $443K
2.68K $2.29B
TSLA
Tesla, Inc.

Consumer Cyclical
4.3K
+ 28.72%
$213.65 - $479.86 $919K - $2.06M
19.3K $4.13B
TLT
Ishares Barclays 20+ Year Trea

ETFs
2.6K
+ 7.26%
$87.1 - $98.49 $226K - $256K
38.4K $3.71B
ORCL
Oracle Corp

Technology
2.89K
+ 38.55%
$165.41 - $192.43 $477K - $555K
10.4K $1.46B
FCX
Freeport Mcmoran Inc

Basic Materials
5.65K
+ 48.7%
$38.08 - $50.82 $215K - $287K
17.3K $764M
VOT
Vanguard Mid Cap Growth Index

ETFs
825
+ 32.54%
$241.48 - $274.89 $199K - $227K
3.36K $799M
AWK
American Water Works Company, Inc.

Utilities
1.19K
+ 32.92%
$123.83 - $146.07 $147K - $173K
4.79K $685M
TTD
Trade Desk, Inc.

Technology
1.99K
+ 20.03%
$108.7 - $139.51 $216K - $277K
11.9K $1.24B
CHDN
Churchill Downs Inc

Consumer Cyclical
1.01K
+ 28.3%
$129.55 - $147.45 $131K - $149K
4.57K $635M
TLTW
Ishares Tr 20+ Yr Treas Bd Buy
5.22K
+ 38.63%
N/A
18.7K $499M
RSG
Republic Services, Inc.

Industrials
446
+ 9.61%
$198.0 - $218.75 $88.3K - $97.6K
5.09K $1.06B
ZBRA
Zebra Technologies Corp

Technology
494
+ 23.82%
$360.09 - $411.94 $178K - $203K
2.57K $887M
STZ
Constellation Brands, Inc.

Consumer Defensive
799
+ 15.85%
$219.66 - $257.62 $176K - $206K
5.84K $1.41B
ASML
Asml Holding Nv

Technology
37
+ 4.69%
$658.43 - $872.27 $24.4K - $32.3K
826 $747M
EFX
Equifax Inc

Industrials
124
+ 3.23%
$245.03 - $293.5 $30.4K - $36.4K
3.96K $1.22B
AGM
Federal Agricultural Mortgage Corp

Financial Services
8
+ 0.11%
$181.72 - $216.45 $1.45K - $1.73K
7.01K $1.38B
MPWR
Monolithic Power Systems Inc

Technology
67
+ 9.57%
$560.06 - $942.58 $37.5K - $63.2K
767 $717M
SNPS
Synopsys Inc

Technology
7
+ 0.24%
$485.36 - $588.0 $3.4K - $4.12K
2.87K $1.49B
EOG
Eog Resources Inc

Energy
42
+ 0.7%
$118.22 - $136.54 $4.97K - $5.73K
6K $773M
USFR
Wisdomtree Floating Rate Treas

ETFs
665
+ 3.5%
$50.23 - $50.46 $33.4K - $33.6K
19.7K $989M
IWM
Ishares Russell 2000 ETF

ETFs
181
+ 1.92%
$216.13 - $242.4 $39.1K - $43.9K
9.6K $2.11B
VBK
Vanguard Small Cap Growth ETF

ETFs
250
+ 4.28%
$264.18 - $304.19 $66K - $76K
6.09K $1.59B
VEA
Vanguard Ftse Developed Market

ETFs
584
+ 5.66%
$47.57 - $52.44 $27.8K - $30.6K
10.9K $571M
JEPI
J P Morgan Exchange Traded Fd

ETFs
482
+ 7.6%
$57.53 - $60.83 $27.7K - $29.3K
6.83K $402M
SO
Southern CO

Utilities
375
+ 16.17%
$81.5 - $94.15 $30.6K - $35.3K
2.69K $233M
CRWD
Crowd Strike Holdings, Inc.

Technology
110
+ 3.1%
$275.15 - $388.2 $30.3K - $42.7K
3.66K $1.01B
ESGU
Ishares Trust Ishares Esg Awar

ETFs
190
+ 8.36%
$124.61 - $133.96 $23.7K - $25.5K
2.46K $305M
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
55
+ 6.28%
$417.69 - $450.94 $23K - $24.8K
931 $387M
EFV
Msci Eafe Value ETF

ETFs
352
+ 7.3%
$51.78 - $57.15 $18.2K - $20.1K
5.17K $294M
EFG
Msci Eafe Growth ETF

ETFs
149
+ 7.02%
$96.83 - $106.88 $14.4K - $15.9K
2.27K $244M
LHX
L3 Harris Technologies, Inc.

Industrials
78
+ 1.76%
$208.94 - $264.22 $16.3K - $20.6K
4.5K $1.07B
VYM
Vanguard Whitehall Fds (Vangua

ETFs
120
+ 4.59%
$126.68 - $134.74 $15.2K - $16.2K
2.73K $348M
QUAL
Ishares Msci Usa Quality Facto

ETFs
76
+ 6.58%
$176.42 - $186.91 $13.4K - $14.2K
1.23K $219M
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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