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FORTIS CAPITAL ADVISORS, LLC
FORTIS CAPITAL ADVISORS, LLC
Latest filing: 2026-06-30
FORTIS CAPITAL ADVISORS, LLC runs FORTIS CAPITAL ADVISORS, LLC and currently holds 408 stock positions, which is more than the average of 230 among the investors we track. The portfolio is valued at approximately $889.40M. Their top holdings are NVDA, QQQ, SCHX, SPY, FNDX. The top five represent 23.4% of reported portfolio weight. FORTIS CAPITAL ADVISORS, LLC ranks #N/A out of 1000 investors tracked by Alpha Score. In the most recent quarter, FORTIS CAPITAL ADVISORS, LLC initiated 7 new positions. They added to 57 existing positions. They trimmed 35 positions. Their current best-performing preview position is ALAB with returns of +340.71%.
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408 stock holdings
| Holding | Weight | Avg Buy | Current | Return | Quarter Change |
|---|---|---|---|---|---|
 NVDA Nvidia Corporation Com | 5.81% | $47.48 | $214.76 | +352.32% | Added +6.03% |
 QQQ Invesco QQQ Trust | 5.35% | $341.85 | $713.44 | +108.70% | Added +4.46% |
 SCHX SCHWAB STRATEGIC TR | 4.12% | $22.37 | $30.21 | +35.05% | Trimmed -2.63% |
 SPY SPDR S&P 500 ETF | 4.09% | $463.59 | $765.62 | +65.15% | Trimmed -0.34% |
 FNDX SCHWAB STRATEGIC TR | 4.02% | $23.87 | $32.52 | +36.22% | Added +0.34% |
 SCHG Schwab U.S. Large-Cap Growth ETF | 3.94% | $25.31 | $35.30 | +39.47% | Trimmed -0.71% |
 AAPL Apple Inc Com | 3.00% | $175.78 | $309.35 | +75.99% | Added +5.96% |
 SCHF SCHWAB STRATEGIC TR | 2.72% | $20.37 | $28.46 | +39.69% | Added +1.83% |
 IJR ISHARES TR | 2.50% | $112.53 | $147.28 | +30.88% | Added +6.04% |
 IVV ISHARES TR | 2.12% | $598.49 | $769.30 | +28.54% | Trimmed -6.46% |
Showing 1-10 of 408