Fortis Capital Advisors, LLC Q1 2025 Filing

Filed May 20, 2025

Portfolio Value

$492.5M

Holdings

249

Report Date

Q1 2025

Filing Type

13F-HR

All Holdings (249 positions)

StockValue
ISCFISHARES TR
$317K
TLTISHARES 20 PLUS YEAR TREASURY BOND ETF
$311K
BSVVANGUARD BD INDEX FDS
$309K
SHYDVANECK ETF TRUST
$309K
IPACISHARES TR ISHARES CORE MSCI PACIFIC ETF
$304K
DUKDUKE ENERGY CORPORATION HOLDING COMPANY
$299K
PPAINVESCO EXCHANGE TRADED FD T
$298K
BONDPIMCO ETF TR
$297K
EUFNISHARES TR
$285K
PGXINVESCO EXCH TRADED FD TR II
$284K
GWXSPDR INDEX SHS FDS
$280K
FXZFIRST TR EXCHANGE TRADED FD
$277K
PGPROCTER & GAMBLE CO
$276K
BNDWVANGUARD SCOTTSDALE FDS
$271K
ARMARM HOLDINGS PLC
$269K
SCZISHARES TR
$267K
VTIPVANGUARD MALVERN FDS
$260K
XLUSELECT SECTOR SPDR TRUST THE UTILITIES SELECT SECTOR SPDR TRUST
$248K
QYLDGLOBAL X FDS
$247K
IMCGiShares MStar Mid Cap Growth ETF
$247K
VCSHVANGUARD SCOTTSDALE FDS
$246K
IWOISHARES TR
$246K
XLYSELECT SECTOR SPDR FUND SHS BEN CONSUMER DISCRETIONARY
$245K
ABTABBOTT LABS
$242K
MRKMERCK & CO INC
$241K
SJNKSPDR SER TR
$241K
IWMISHARES RUSSELL 2000 ETF
$236K
MDYGSPDR SER TR
$235K
IHIISHARES TR
$232K
MRNAMODERNA INC
$232K
UNPUNION PAC CORP
$231K
JUCYETF SER SOLUTIONS
$231K
VDCVANGUARD WORLD FD
$228K
BXBLACKSTONE INC
$226K
FXUFIRST TR EXCHANGE TRADED FD
$224K
VYMIVANGUARD WHITEHALL FDS
$217K
NLYANNALY CAPITAL MANAGEMENT IN
$215K
CWBSPDR SERIES TRUST SPDR BLOOMBERG CONVERTIBLE SECURITIES ETF
$213K
ESGUISHARES TR
$213K
DFASDIMENSIONAL ETF TRUST
$205K
SPTLSPDR SER TR
$202K
LVLNSPDR SERIES TRUST SPDR ICE PREFERRED SECURITIES ETF
$201K
CPZCALAMOS LNG SHR EQT DYNAMIC
$200K
RVTROYCE SMALL CAP TRUST INC
$192K
TAKTAKEDA PHARMACEUTICAL CO LTD
$191K
VRAVERA BRADLEY INC
$29K
IAUI-80 GOLD CORP
$20K
SENS1GBPSENSEONICS HLDGS INC
$13K
ABATAMERICAN BATTERY TECHNOLOGY
$11K
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