Fortis Capital Advisors, LLC Incresed Positions in Q3 2025

Fortis Capital Advisors, LLC

  • $631 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
BND
Vanguard Bd Index Fd Inc Total

ETFs
2.91K
+ 34.61%
$72.57 - $74.72 $211K - $218K
11.3K $842M
Flutter Entmt PLC
1.14K
+ 48.88%
N/A
3.46K $880M
BA
Boeing CO

Industrials
845
+ 22.98%
$209.79 - $237.38 $177K - $201K
4.52K $976M
VIG
Vanguard Dividend Appreciation

ETFs
466
+ 6.56%
N/A
7.57K $1.63B
Black Rock, Inc. Common Stock
41
+ 3.75%
N/A
1.13K $1.32B
JEPI
J P Morgan Exchange Traded Fd

ETFs
3.03K
+ 40.48%
$55.61 - $57.37 $168K - $174K
10.5K $600M
VZ
Verizon Communications Inc

Communication Services
3.67K
+ 38.6%
$40.84 - $45.06 $150K - $165K
13.2K $579M
DKNG
Draft Kings Inc.

Consumer Cyclical
5.97K
+ 47.92%
$37.4 - $48.23 $223K - $288K
18.4K $690M
QCOM
Qualcomm Inc

Technology
830
+ 53.62%
$145.84 - $173.55 $121K - $144K
2.38K $396M
VBR
Vanguard Small Cap Value ETF

ETFs
275
+ 4.36%
$195.41 - $212.37 $53.7K - $58.4K
6.59K $1.37B
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
1.09K
+ 7.81%
$49.43 - $54.52 $54K - $59.5K
15.1K $817M
VNLA
Janus Henderson Short Duration

ETFs
2.48K
+ 29.16%
$48.99 - $49.29 $122K - $122K
11K $542M
BAC
Bank Of America Corp

Financial Services
1.66K
+ 19.87%
$44.92 - $52.42 $74.5K - $86.9K
10K $516M
Listed Fds Tr
455
+ 5.05%
N/A
9.47K $614M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
156
+ 8.13%
$459.11 - $506.91 $71.6K - $79.1K
2.07K $1.04B
MNST
Monster Beverage Corp

Consumer Defensive
894
+ 8.24%
$58.65 - $67.31 $52.4K - $60.2K
11.7K $790M
ABT
Abbott Laboratories

Healthcare
823
+ 48.16%
$120.51 - $136.62 $99.2K - $112K
2.53K $339M
XCEM
Columbia ETF Tr Ii

ETFs
168
+ 0.37%
$33.85 - $36.86 $5.69K - $6.19K
45.2K $1.64B
UBER
Uber Technologies, Inc

Technology
439
+ 3.45%
$86.91 - $99.57 $38.2K - $43.7K
13.1K $1.29B
VOT
Vanguard Mid Cap Growth Index

ETFs
123
+ 1.79%
$282.75 - $294.19 $34.8K - $36.2K
7K $2.06B
IWM
Ishares Russell 2000 ETF

ETFs
227
+ 18.58%
$214.92 - $244.84 $48.8K - $55.6K
1.45K $351M
TJX
Tjx Companies Inc

Consumer Cyclical
25
+ 0.78%
$121.35 - $144.54 $3.03K - $3.61K
3.23K $466M
SCHP
Schwab Strategic Us Tips ETF

ETFs
2.1K
+ 4.82%
$26.44 - $27.1 $55.6K - $56.9K
45.7K $1.23B
CRWD
Crowd Strike Holdings, Inc.

Technology
320
+ 6.84%
$412.46 - $514.1 $132K - $165K
5K $2.45B
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
964
+ 3.9%
$28.15 - $30.13 $27.1K - $29K
25.7K $760M
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
571
+ 17.31%
$79.76 - $85.78 $45.5K - $49K
3.87K $328M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
203
+ 7.47%
$132.9 - $142.03 $27K - $28.8K
2.92K $411M
SCHA
Schwab Strategic Tr Us Small C

ETFs
210
+ 1.34%
$25.29 - $28.33 $5.31K - $5.95K
15.8K $442M
PPA
Invesco Exchange Traded Fd Tr

ETFs
81
+ 3.3%
$139.82 - $155.45 $11.3K - $12.6K
2.54K $395M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
548
+ 3.19%
$48.5 - $50.19 $26.6K - $27.5K
17.7K $888M
MO
Altria Group, Inc.

Consumer Defensive
75
+ 1.45%
$57.75 - $67.68 $4.33K - $5.08K
5.27K $348M
American Battery Technology
1.77K
+ 16.59%
N/A
12.4K $60.3M
VDC
Vanguard Consumer Staples ETF

ETFs
228
+ 20.73%
$212.64 - $225.25 $48.5K - $51.4K
1.33K $284M
VRTX
Vertex Pharmaceuticals Inc

Healthcare
342
+ 19.71%
$366.54 - $479.53 $125K - $164K
2.08K $813M
ETV
Eaton Vance Tax Managed Buy Write Opportunities Fund

Financial Services
2.1K
+ 9.95%
$13.62 - $14.27 $28.5K - $29.9K
23.1K $330M
VOOV
Vanguard S&P 500 Value ETF

ETFs
16
+ 0.5%
$187.97 - $199.47 $3.01K - $3.19K
3.2K $638M
ISCF
Ishares Msci Intl Small Cap Mu

ETFs
286
+ 3.16%
$38.52 - $41.26 $11K - $11.8K
9.32K $383M
FXU
First Tr Exchange Traded Fd Ut

ETFs
305
+ 6.11%
$41.97 - $45.5 $12.8K - $13.9K
5.29K $241M
IEUR
Ishares Tr Ishares Core Msci E

ETFs
193
+ 2.86%
$64.17 - $68.19 $12.4K - $13.2K
6.93K $472M
XLRE
Select Sector Spdr Tr Real Est

ETFs
161
+ 1.98%
$40.94 - $42.85 $6.59K - $6.9K
8.29K $349M
HYG
Ishares Tr

ETFs
35
+ 0.44%
$79.85 - $81.32 $2.79K - $2.85K
7.99K $649M
FSTA
Fidelity Covington Tr Msci Con

ETFs
142
+ 3.63%
$49.57 - $52.57 $7.04K - $7.46K
4.06K $202M
SENS
Senseonics Holdings, Inc.

Healthcare
2.9K
+ 14.5%
$0.43 - $0.58 $1.25K - $1.68K
22.9K $9.98M
V
Visa Inc.

Financial Services
81
+ 1.78%
$332.09 - $358.86 $26.9K - $29.1K
4.63K $1.58B
AGM
Federal Agricultural Mortgage Corp

Financial Services
3
+ 0.09%
$167.98 - $209.73 $504 - $629
3.5K $588M
COST
Costco Wholesale Corp

Consumer Defensive
128
+ 3.81%
$915.95 - $994.57 $117K - $127K
3.49K $3.23B
NFLX
Netflix Inc

Communication Services
246
+ 4.91%
$1147.87 - $1297.18 $282K - $319K
5.26K $6.3B
Activity Summary
Buys All Purchases 177 New Holdings 79 Increased Positions 98 Sells All Sells 89 Reductions 89 Sold out 0 Options Calls 0 Puts 0
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