Fund HoldingsFIDELIS CAPITAL PARTNERS, LLC

Total Portfolio Value
$940.80M
Total Bought
$79.34M
Total Sold
$103.70M
Net Transaction
-$24.36M
Filing Period:
Securities
SharesValue ($K)
Q4 2024
Q1 2025
Change
Q4 2024
Q1 2025
Weight (%)
Change
VANGUARD INDEX FDS32,75555,477+22,72218,00628,0782.98%+10,072
SPDR S&P 500 ETF TR(SPY)76,15194,495+18,34445,52152,0335.53%+6,512
SPDR GOLD TR(GLD)42,10651,029+8,92310,94515,5501.65%+4,605
ISHARES TR0154,601+154,60108,7490.93%+8,749
BERKSHIRE HATHAWAY INC DEL22,52823,880+1,35210,46712,6791.35%+2,213
PALANTIR TECHNOLOGIES INC(PLTR)28,27240,146+11,8742,3674,5280.48%+2,160
ISHARES TR056,421+56,42104,7460.50%+4,746
SPROTT PHYSICAL GOLD TR(PHYS)550,280553,280+3,00011,99613,9151.48%+1,919
ELI LILLY & CO(LLY)07,955+7,95507,0360.75%+7,036
AMERICAN CENTY ETF TR22,01838,705+16,6872,1263,2010.34%+1,076
VANGUARD TAX-MANAGED FDS127,920139,755+11,8356,3097,3270.78%+1,018
SPDR S&P MIDCAP 400 ETF TR(MDY)5,1097,527+2,4182,9843,8950.41%+911
SPROTT PHYSICAL SILVER TR(PSLV)1,630,3501,632,350+2,00017,21618,1191.93%+903
MERCADOLIBRE INC(MELI)0378+37808410.09%+841
DIMENSIONAL ETF TRUST
US HIGH PROF ETF
42,11067,549+25,4391,4622,1800.23%+717
WALMART INC(WMT)32,26341,199+8,9363,2113,9180.42%+706
ALIBABA GROUP HLDG LTD(BABA)05,679+5,67906830.07%+683
INVESCO EXCHANGE TRADED FD T
RAFI US 1500
017,975+17,97506610.07%+661
EXXON MOBIL CORP090,481+90,48109,8231.04%+9,823
ATLANTIC UN BANKSHARES CORP(AUB)022,815+22,81506140.07%+614
NETFLIX INC(NFLX)4,5364,557+214,4405,0190.53%+579
CVS HEALTH CORP(CVS)013,686+13,68608940.10%+894
MCKESSON CORP(MCK)3,3553,635+2802,0122,5260.27%+514
INNOVATOR ETFS TRUST
US EQT PWR BUF
014,030+14,03004960.05%+496
JOHNSON & JOHNSON(JNJ)032,609+32,60905,0410.54%+5,041
INNOVATOR ETFS TRUST
US EQTY PWR BUF
012,200+12,20004830.05%+483
SCHWAB STRATEGIC TR018,707+18,70704800.05%+480
TRAVELERS COMPANIES INC(TRV)02,828+2,82807330.08%+733
BLACKSTONE INC(BX)08,659+8,65901,1500.12%+1,150
FOX CORP(FOX)09,077+9,07704480.05%+448
AUTOZONE INC(AZO)0305+30501,1010.12%+1,101
CONSTELLATION ENERGY CORP(CEG)03,972+3,97208860.09%+886
PULTE GROUP INC(PHM)08,675+8,67508840.09%+884
SPDR DOW JONES INDL AVERAGE(DIA)4,4025,849+1,4471,9562,3460.25%+390
PHILIP MORRIS INTL INC(PM)08,669+8,66901,4760.16%+1,476
ISHARES GOLD TR(IAU)050,719+50,71903,1620.34%+3,162
BRISTOL-MYERS SQUIBB CO(BMY)022,993+22,99301,1010.12%+1,101
STRYKER CORPORATION(SYK)3,4024,544+1,1421,3311,6590.18%+328
ISHARES TR50,82160,197+9,37611,37511,6851.24%+310
KROGER CO(KR)029,259+29,25902,0480.22%+2,048
SPROTT INC(SII)05,500+5,50002880.03%+288
CINTAS CORP(CTAS)08,050+8,05001,6780.18%+1,678
CORNING INC(GLW)8,13115,583+7,4524186880.07%+271
EATON CORP PLC(ETN)09,943+9,94302,8720.31%+2,872
REPUBLIC SVCS INC(RSG)02,500+2,50006090.06%+609
AMEREN CORP(AEE)02,576+2,57602530.03%+253
COCA COLA CO(KO)028,924+28,92402,0800.22%+2,080
INNOVATOR ETFS TRUST
US EQTY PWR BUF
06,725+6,72502480.03%+248
MCDONALDS CORP(MCD)07,394+7,39402,3420.25%+2,342
ISHARES BITCOIN TRUST ETF(IBIT)04,430+4,43002400.03%+240
ROBINHOOD MKTS INC(HOOD)04,788+4,78802370.03%+237
MICROSTRATEGY INC(MSTR)0625+62502300.02%+230
ISHARES INC
CORE MSCI EMKT
038,519+38,51902,0710.22%+2,071
ISHARES U S ETF TR
SHOR MAT MUN ETF
04,181+4,18102090.02%+209
BLACKROCK ETF TRUST II08,865+8,86502060.02%+206
PIMCO ETF TR
INTER MUN BD ACT
04,031+4,03102060.02%+206
AMERICAN WTR WKS CO INC NEW01,426+1,42602050.02%+205
CONSOLIDATED EDISON INC(ED)09,459+9,45901,0450.11%+1,045
NEWMONT CORP(NEM)03,764+3,76402030.02%+203
VERIZON COMMUNICATIONS INC(VZ)039,893+39,89301,6720.18%+1,672
VISA INC(V)23,88025,221+1,3418,2588,4530.90%+195
AGNC INVT CORP(AGNC)021,678+21,67801920.02%+192
AGNICO EAGLE MINES LTD(AEM)07,755+7,75509190.10%+919
AT&T INC(T)043,396+43,39601,1630.12%+1,163
ABBVIE INC(ABBV)26,95928,519+1,5605,1265,3060.56%+180
SPDR INDEX SHS FDS
ST STR PO EX ETF
83,64683,265-3812,9463,1260.33%+180
MONDELEZ INTL INC(MDLZ)012,005+12,00507870.08%+787
VERTEX PHARMACEUTICALS INC(VRTX)05,604+5,60402,7670.29%+2,767
FASTENAL CO(FAST)021,677+21,67701,7500.19%+1,750
GE VERNOVA INC(GEV)1,7182,111+3936217860.08%+165
ISHARES TR75,90290,366+14,4648,8719,0220.96%+151
WELLTOWER INC(WELL)04,521+4,52106640.07%+664
THE CIGNA GROUP(CI)03,080+3,08001,0330.11%+1,033
INTEL CORP(INTC)20,13126,459+6,3283905310.06%+140
SELECT SECTOR SPDR TR
ST STR FINL ETF
018,888+18,88809070.10%+907
MITSUBISHI UFJ FINL GROUP IN(MUFG)010,544+10,54401290.01%+129
PNC FINL SVCS GROUP INC(PNC)07,401+7,40101,1730.12%+1,173
LOCKHEED MARTIN CORP(LMT)06,099+6,09902,9130.31%+2,913
ISHARES TR06,631+6,63106900.07%+690
EDISON INTL(EIX)014,902+14,90208640.09%+864
INTUIT(INTU)01,830+1,83001,1420.12%+1,142
CROWDSTRIKE HLDGS INC(CRWD)2,4012,508+1079551,0660.11%+111
CHENIERE ENERGY INC(LNG)05,447+5,44701,2700.14%+1,270
EXELON CORP(EXC)010,358+10,35804790.05%+479
HESS CORP03,113+3,11304120.04%+412
BERKSHIRE HATHAWAY INC DEL01+107960.08%+796
MONSTER BEVERAGE CORP NEW(MNST)06,914+6,91404060.04%+406
SPOTIFY TECHNOLOGY S A(SPOT)897922+254935720.06%+80
WILLIAMS COS INC(WMB)028,675+28,67501,6930.18%+1,693
SOUTHERN CO(SO)012,418+12,41801,1230.12%+1,123
ISHARES TR08,354+8,35405510.06%+551
TOTALENERGIES SE(TTE)04,594+4,59402750.03%+275
ELECTRONIC ARTS INC(EA)01,920+1,92002810.03%+281
ISHARES TR28,54529,319+7741,2111,2740.14%+63
SHELL PLC(SHEL)010,550+10,55006950.07%+695
CME GROUP INC(CME)01,204+1,20403210.03%+321
ELEVANCE HEALTH INC(ELV)01,691+1,69107130.08%+713
ASTRAZENECA PLC(AZN)03,662+3,66202550.03%+255
DUKE ENERGY CORP NEW(DUK)06,399+6,39907670.08%+767
LINDE PLC(LIN)03,354+3,35401,5040.16%+1,504
Page 1 of 1