| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q4 2013 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| SPDR S&P 500 ETF TRUST | 7 | Q2 2024 | 13.8% |
| INVESCO QQQ TR UNIT SER 1 | 7 | Q2 2024 | 11.7% |
| APPLE INC | 7 | Q2 2024 | 7.5% |
| NVIDIA CORPORATION | 7 | Q2 2024 | 9.8% |
| SPDR SER TR | 7 | Q2 2024 | 9.6% |
| MICROSOFT CORP | 7 | Q2 2024 | 5.6% |
| AMAZON.COM INC | 7 | Q2 2024 | 3.2% |
| TESLA INC COMMON STOCK | 7 | Q2 2024 | 4.1% |
| SELECT SECTOR SPDR TRUST THE TECHNOLOGY SELECT SECTOR SPDR FUND | 7 | Q2 2024 | 2.2% |
| LULULEMON ATHLETICA INC | 7 | Q2 2024 | 2.3% |
View Fortis Capital Advisors, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| N-PX | 2024-08-26 |
| 13F-HR | 2024-08-02 |
| 13F-HR | 2024-05-08 |
| 13F-HR | 2024-02-12 |
| 13F-HR | 2023-11-15 |
| 13F-HR | 2023-08-15 |
| 13F-HR | 2023-05-15 |
| 13F-HR | 2023-02-14 |
View Fortis Capital Advisors, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.