Fund HoldingsFIDELIS CAPITAL PARTNERS, LLC

Total Portfolio Value
$839.72M
Total Bought
$132.66M
Total Sold
$21.62M
Net Transaction
+$111.04M
Filing Period:
Securities
SharesValue ($K)
Q2 2024
Q3 2024
Change
Q2 2024
Q3 2024
Weight (%)
Change
NVIDIA CORPORATION(NVDA)251,349264,053+12,70424,86136,8514.39%+11,990
APPLE INC(AAPL)205,828220,444+14,61643,18750,8706.06%+7,683
ISHARES TR60,68964,548+3,85931,64937,4894.46%+5,840
SPDR S&P 500 ETF TR(SPY)52,34355,675+3,33227,14832,1803.83%+5,031
ISHARES TR020,493+20,49304,5380.54%+4,538
ISHARES TR
CORE MSCI EAFE
57,768114,532+56,7644,0738,5021.01%+4,428
ISHARES TR123,204148,847+25,6439,88713,1661.57%+3,278
VANGUARD SCOTTSDALE FDS
VNG RUS1000VAL
033,434+33,43402,8030.33%+2,803
VANGUARD TAX-MANAGED FDS071,862+71,86203,6280.43%+3,628
ISHARES TR052,372+52,372019,8312.36%+19,831
AMAZON COM INC(AMZN)110,913110,837-7618,05320,4732.44%+2,419
MICROSOFT CORP(MSFT)102,991102,210-78141,03543,3985.17%+2,364
SPROTT PHYSICAL SILVER TR(PSLV)1,083,3001,083,30009,93412,2951.46%+2,362
CHIPOTLE MEXICAN GRILL INC(CMG)0105,052+105,05206,2000.74%+6,200
ISHARES TR39,98455,508+15,5244,3136,3650.76%+2,052
VANGUARD MUN BD FDS039,097+39,09701,9620.23%+1,962
BROADCOM INC(AVGO)43,83845,110+1,2725,9747,8270.93%+1,853
META PLATFORMS INC(META)19,72720,359+6329,64511,4761.37%+1,831
BERKSHIRE HATHAWAY INC DEL17,12819,803+2,6757,3149,1211.09%+1,807
ISHARES TR041,463+41,46309,0901.08%+9,090
VANGUARD INDEX FDS55,26356,048+78513,21514,9061.78%+1,691
COSTCO WHSL CORP NEW(COST)17,48217,554+7214,16515,7841.88%+1,618
VANGUARD INDEX FDS30,11030,013-9714,35115,9451.90%+1,594
SPDR GOLD TR(GLD)37,00638,638+1,6328,1629,6931.15%+1,531
ALPHABET INC(GOOG)81,11688,564+7,44812,89314,4171.72%+1,524
VANGUARD SCOTTSDALE FDS
VNG RUS1000GRW
015,608+15,60801,5210.18%+1,521
VANGUARD INTL EQUITY INDEX F054,873+54,87302,5860.31%+2,586
SPROTT PHYSICAL GOLD TR(PHYS)550,280550,280010,22411,6161.38%+1,392
AMERICAN CENTY ETF TR013,360+13,36001,2700.15%+1,270
NOVO-NORDISK A S(NVO)020,313+20,31302,3510.28%+2,351
JPMORGAN CHASE & CO.(JPM)41,10842,137+1,0298,2389,4141.12%+1,176
ISHARES TR011,607+11,60701,1440.14%+1,144
PACER FDS TR
US CASH COWS 100
79,76795,019+15,2524,2875,4300.65%+1,143
FAIR ISAAC CORP(FICO)0776+77601,5510.18%+1,551
ISHARES TR024,701+24,70103,2560.39%+3,256
ISHARES TR011,278+11,27809260.11%+926
CISCO SYS INC(CSCO)063,799+63,79903,5910.43%+3,591
PALO ALTO NETWORKS INC(PANW)12,25312,696+4433,7284,5480.54%+820
INTERNATIONAL BUSINESS MACHS(IBM)06,256+6,25601,4560.17%+1,456
ISHARES INC
CORE MSCI EMKT
031,550+31,55001,7830.21%+1,783
ISHARES TR046,366+46,36608,8541.05%+8,854
ISHARES TR019,881+19,88102,3820.28%+2,382
MORGAN STANLEY(MS)027,139+27,13903,2100.38%+3,210
NETFLIX INC(NFLX)3,9624,177+2152,4233,1300.37%+707
ISHARES GOLD TR(IAU)42,77250,945+8,1731,9272,6130.31%+686
ISHARES TR
MSCI USA QLT FCT
40,21540,249+346,5577,2390.86%+682
ISHARES TR021,069+21,06906730.08%+673
ORACLE CORP(ORCL)012,728+12,72802,2030.26%+2,203
CATERPILLAR INC(CAT)8,2288,684+4562,6813,3500.40%+669
ADVANCED MICRO DEVICES INC(AMD)24,30024,701+4013,1273,7770.45%+650
SALESFORCE INC(CRM)010,322+10,32202,9360.35%+2,936
SPDR INDEX SHS FDS
ST STR PO EX ETF
017,054+17,05406130.07%+613
SPDR SER TR
ST STR P500VAL
011,095+11,09505900.07%+590
KLA CORP(KLAC)03,076+3,07602,0440.24%+2,044
BUILDERS FIRSTSOURCE INC(BLDR)03,175+3,17505690.07%+569
HOME DEPOT INC(HD)010,200+10,20004,0760.49%+4,076
JOHNSON & JOHNSON(JNJ)26,60528,760+2,1554,2284,7700.57%+543
MCKESSON CORP(MCK)1,7073,179+1,4721,0541,5950.19%+541
EXXON MOBIL CORP75,54777,095+1,5488,7399,2721.10%+533
TE CONNECTIVITY PLC(TEL)03,648+3,64805310.06%+531
IRON MTN INC DEL(IRM)2,1145,935+3,8212237450.09%+522
ISHARES TR084,325+84,32505,2590.63%+5,259
CANADIAN NAT RES LTD(CNQ)024,139+24,13908480.10%+848
TESLA INC(TSLA)015,054+15,05403,2160.38%+3,216
VANGUARD INDEX FDS03,334+3,33408230.10%+823
EATON CORP PLC(ETN)07,719+7,71902,6630.32%+2,663
SELECT SECTOR SPDR TR
ST STR TECHN ETF
013,878+13,87803,1700.38%+3,170
ISHARES TR04,167+4,16704440.05%+444
SCHWAB STRATEGIC TR012,020+12,02004440.05%+444
WALMART INC(WMT)026,666+26,66602,2200.26%+2,220
LOWES COS INC(LOW)05,560+5,56001,5020.18%+1,502
DIMENSIONAL ETF TRUST
US HIGH PROF ETF
028,637+28,63709850.12%+985
FIRST TR EXCHANGE-TRADED FD04,620+4,62004220.05%+422
ISHARES TR03,909+3,90904120.05%+412
EQUINIX INC(EQIX)01,461+1,46101,3020.16%+1,302
QUALCOMM INC(QCOM)19,00520,201+1,1962,9673,3650.40%+398
VANGUARD INDEX FDS012,224+12,22402,8940.34%+2,894
GLOBAL X FDS
GLOBAL X URANIUM
025,844+25,84408160.10%+816
ABBOTT LABS018,637+18,63702,1810.26%+2,181
INVESCO QQQ TR05,677+5,67702,7720.33%+2,772
MASTERCARD INCORPORATED(MA)05,107+5,10702,6240.31%+2,624
ALPHABET INC(GOOG)71,87972,356+47711,55511,9011.42%+347
ABBVIE INC(ABBV)22,96724,745+1,7784,3074,6490.55%+343
CSX CORP(CSX)32,13942,286+10,1471,0811,4200.17%+340
AUTOMATIC DATA PROCESSING IN07,844+7,84402,2750.27%+2,275
CAMECO CORP(CCJ)05,966+5,96603230.04%+323
BLACKROCK INC(BLK)02,234+2,23402,2080.26%+2,208
SPDR INDEX SHS FDS
ST PORT MARK ETF
07,793+7,79303170.04%+317
WELLS FARGO CO NEW(WFC)24,17424,485+3111,2641,5810.19%+317
HONEYWELL INTL INC(HON)09,934+9,93402,1890.26%+2,189
ACCENTURE PLC IRELAND
SHS CLASS A
05,956+5,95602,2070.26%+2,207
CINTAS CORP(CTAS)1,4406,564+5,1241,0661,3770.16%+311
MARVELL TECHNOLOGY INC(MRVL)03,786+3,78603100.04%+310
ISHARES TR03,354+3,35403090.04%+309
VANGUARD INDEX FDS01,413+1,41305480.07%+548
HORMEL FOODS CORP(HRL)09,688+9,68803020.04%+302
PEPSICO INC(PEP)011,905+11,90502,0590.25%+2,059
PALANTIR TECHNOLOGIES INC(PLTR)8,37512,116+3,7412205160.06%+296
MICRON TECHNOLOGY INC(MU)014,536+14,53601,5270.18%+1,527
CARVANA CO(CVNA)01,490+1,49002940.04%+294
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