FCP
Fidelis Capital Partners LLC Portfolio
Invests via Fidelis Capital Partners LLC | Managed by Matt Michaels, Neale Ellis, Michael J. Sellers, Aaron Wall, Chris Gunster
Invests via Fidelis Capital Partners LLC
Managed by Matt Michaels, Neale Ellis, Michael J. Sellers, Aaron Wall, Chris Gunster
Automatically Tracked
Company Profile
Fidelis Capital Partners LLC operates as a dynamic investment firm, specializing in private equity and venture capital. With a focus on fostering growth within its portfolio companies, the firm strategically targets sectors such as technology and healthcare, aiming to capitalize on innovative market trends. Their seasoned team of professionals boasts extensive experience in deal sourcing, due diligence, and operational improvement initiatives. By partnering closely with entrepreneurs and management teams, Fidelis plays a crucial role in navigating complex business environments while delivering value creation over the long term.
Fidelis Capital Partners LLC operates as a dynamic investment firm, specializing in private equity and venture capital. With a focus on fostering growth within its portfolio companies, the firm strategically targets sectors such as technology and healthcare, aiming to capitalize on innovative market trends. Their seasoned team of professionals boasts extensive experience in deal sourcing, due diligence, and operational improvement initiatives. By partnering closely with entrepreneurs and management teams, Fidelis plays a crucial role in navigating complex business environments while delivering value creation over the long term.
Investment Philosophy & Strategy
Emphasizing strategic flexibility, Fidelis Capital Partners LLC seeks transformative opportunities in technology and healthcare. The firm’s investment approach is rooted in collaboration with visionary entrepreneurs, aiming to unlock the full potential of each portfolio company. This agile investment style enables proactive responses to market shifts while fostering sustainable growth trajectories. Through deep industry insights and a robust network, the team consistently identifies high-impact investments that align with evolving trends. By maintaining a balance between risk management and ambitious expansion goals, they strive to deliver exceptional value over time.
Emphasizing strategic flexibility, Fidelis Capital Partners LLC seeks transformative opportunities in technology and healthcare. The firm’s investment approach is rooted in collaboration with visionary entrepreneurs, aiming to unlock the full potential of each portfolio company. This agile investment style enables proactive responses to market shifts while fostering sustainable growth trajectories. Through deep industry insights and a robust network, the team consistently identifies high-impact investments that align with evolving trends. By maintaining a balance between risk management and ambitious expansion goals, they strive to deliver exceptional value over time.
Disclaimer: This Portfolio is derived from and computed based on publicly available data from SEC filings.
Gain and growth charts are calculated per selected timeframe:
249.21%
Gain -0.5%
Monthly
3.42%
Yearly
49.68%
Drawdown
37.33%
$1.76B
Equity
Holdings
$1.76B
Investment
$1.26B
$539.95M
Profit -$7.61M
Realized
$47.91M
Unrealized
$492.04M
Dividends
$37.78M
Goals
Avg. 63% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.5%
Profit
-$7.61M
Win %
73%
This Week
Compared To Last Week
Gain
-0.43%
Profit
-$7.61M
Win %
73%
This Month
Compared to last month
Gain
-0.86%
Profit
-$15.25M
Win %
73%
This Year
Compared to last year
Gain
1.29%
Profit
$22.44M
Win %
72%
CRWD CrowdStrike Holdings, Inc.
+14.32%
+$333,532.69 
PANW Palo Alto Networks, Inc.
+14.15%
+$1.4M 
SES SES AI Corporation
+13.18%
+$1,005.42 
FTNT Fortinet Inc.
+9.01%
+$46,510.46 
NET Cloudflare Inc.
+8.38%
+$24,106.6 
ADSK Autodesk, Inc.
+7.91%
+$23,704.81 
NOW ServiceNow, Inc.
+7.53%
+$236,634.52 
SPOT Spotify Technology S.A.
+6.53%
+$35,407.92 
ACN Accenture plc Class A
+6.03%
+$64,206.82 
VRSK Verisk Analytics Inc.
+5.99%
+$16,389.12 
SAP SAP SE Sponsored ADR
+5.92%
+$42,701.93 
SLDE Slide Insurance Holdings, Inc.
+5.56%
+$51,491.94 
INTU Intuit Inc.
+5.55%
+$28,589.49 
AJG Arthur J. Gallagher & Co.
+5.49%
+$23,073.73 
CPRT Copart Inc.
+5.46%
+$15,463.83 
AVAV AeroVironment Inc.
+4.99%
+$1.07M 
ADBE Adobe Inc.
+4.6%
+$27,828.4 
CRM Salesforce Inc
+4.53%
+$105,456.78 
DDOG Datadog, Inc. Class A Common Stock
+4.51%
+$60,089.13 
DVA DaVita Inc.
+4.45%
+$8,168.88 
BSX Boston Scientific Corporation
+4.36%
+$26,416.87 
DRI Darden Restaurants, Inc.
+4.35%
+$9,476.94 
YUM Yum! Brands, Inc.
+4.15%
+$9,904.05 
PLTR Palantir Technologies Inc.
+4.11%
+$308,866.25 
FOXA Fox Corporation
+4.1%
+$29,706.98 
HONA Honeywell Aerospace Inc.
+4.07%
+$40,379.78 
NFLX Netflix, Inc.
+3.92%
+$145,697.55 
KR Kroger Co.
+3.64%
+$70,117.47 
CI The Cigna Group
+3.27%
+$27,345.9 
MCK McKesson Corporation
+3.21%
+$106,775.75 
ADP Automatic Data Processing Inc.
+3.12%
+$97,235.37 
GOOGL Alphabet Inc
+3.11%
+$1.29M 
BRO Brown & Brown Inc.
+3.01%
+$10,668.39 
GOOG Alphabet Inc
+2.97%
+$926,398.59 
APP AppLovin Corporation Class A Common Stock
+2.91%
+$33,240.79 
META Meta Platforms Inc Class A
+2.91%
+$567,591.82 
RKT Rocket Companies, Inc. Class A
+2.85%
+$4,852.12 
BDX Becton, Dickinson and Company
+2.82%
+$8,921.67 
IBM International Business Machines Corporation
+2.81%
+$153,644.19 
UL Unilever PLC Sponsored American Depositary Receipt
+2.69%
+$9,204.12 
MATX Matson Inc.
+2.61%
+$11,586.02 
SONY Sony Group Corporation - Sponsored American Depositary Receipt
+2.59%
+$7,733.88 
AZO AutoZone Inc.
+2.58%
+$28,844.35 
WTW Willis Towers Watson Public Limited Company
+2.57%
+$9,334.62 
CVNA Carvana Co.
+2.5%
+$9,520.19 
AXON Axon Enterprise, Inc.
+2.49%
+$5,034.46 
AON Aon plc
+2.49%
+$16,490.7 
CMG Chipotle Mexican Grill, Inc.
+2.49%
+$10,384.2 
EXPE Expedia Group, Inc.
+2.45%
+$7,189.61 
MO Altria Group, Inc.
+2.36%
+$31,840.42 
ISRG Intuitive Surgical, Inc.
+2.35%
+$22,263.81 
SYK Stryker Corporation
+2.34%
+$34,405.96 
FBTC Fidelity Wise Origin Bitcoin Index Fund
+2.33%
+$49,852.21 
MSI Motorola Solutions, Inc.
+2.32%
+$23,900.4 
SPOK Spok Holdings Inc.
+2.3%
+$18,392.64 
WM Waste Management, Inc.
+2.3%
+$24,838.87 
MSFT Microsoft Corp.
+2.25%
+$1.32M 
RMD ResMed Inc.
+2.24%
+$6,146.73 
XLC Communication Services Select Sector SPDR Fund
+2.23%
+$11,935.05 
WMT Walmart Inc.
+2.19%
+$127,746.22 
DHC Diversified Healthcare Trust
+2.13%
+$8,699.68 
AZN AstraZeneca PLC American Depositary Shares
+2.11%
+$7,229.25 
GILD Gilead Sciences Inc.
+2.07%
+$20,371.23 
LLY Eli Lilly and Company
+2.06%
+$263,259.74 
UPS United Parcel Service, Inc.
+2.05%
+$4,900.74 
VRSN Verisign Inc.
+2.04%
+$5,769.29 
DIS The Walt Disney Company
+2.03%
+$39,147.84 
GM General Motors Company
+2.01%
+$13,495.12 
MCD McDonald's Corporation
+2.01%
+$52,469.43 
HOOD Robinhood Markets, Inc.
+1.95%
+$36,955.6 
TGT Target Corporation
+1.94%
+$27,433.62 
T AT&T Inc.
+1.94%
+$29,914.74 
OTIS Otis Worldwide Corporation
+1.88%
+$5,380.71 
ALL Allstate Corporation
+1.83%
+$9,780.13 
SPGI S&P Global Inc.
+1.8%
+$13,246.02 
PM Philip Morris International Inc.
+1.8%
+$61,741.16 
MRSH Marsh & McLennan Companies, Inc.
+1.78%
+$16,150.44 
MNST Monster Beverage Corporation
+1.77%
+$11,211.2 
NOC Northrop Grumman Corporation
+1.73%
+$28,836.1 
MAR Marriott International Inc. - Class A
+1.72%
+$12,528 
COR Cencora, Inc.
+1.71%
+$10,726.22 
CME CME Group Inc.
+1.71%
+$7,722.08 
ABBV AbbVie Inc.
+1.7%
+$169,444.68 
ROP Roper Technologies Inc.
+1.7%
+$4,712.41 
ACGL Arch Capital Group Ltd
+1.7%
+$3,755.53 
FICO Fair Isaac Corporation
+1.69%
+$3,347.65 
NVS Novartis AG Sponsored ADR
+1.65%
+$3,125.58 
DHR Danaher Corporation
+1.61%
+$17,388 
COST Costco Wholesale Corporation
+1.59%
+$144,344 
CL Colgate-Palmolive Company
+1.58%
+$5,318.34 
REGN Regeneron Pharmaceuticals, Inc.
+1.55%
+$14,931.41 
ORLY O'Reilly Automotive Inc.
+1.53%
+$19,170.07 
LHX L3Harris Technologies, Inc.
+1.5%
+$7,299.65 
AFL Aflac Inc.
+1.47%
+$12,163.32 
XLV Health Care Select Sector SPDR Fund
+1.46%
+$31,679.45 
VZ Verizon Communications Inc.
+1.44%
+$33,173.39 
ELV Elevance Health, Inc.
+1.41%
+$9,615.57 
PGR Progressive Corporation
+1.39%
+$12,598.74 
RSG Republic Services, Inc.
+1.36%
+$6,870.38 
EW Edwards Lifesciences Corporation
+1.35%
+$4,883.76 
HLT Hilton Worldwide Holdings Inc.
+1.34%
+$21,115 
JBHT J.B. Hunt Transport Services, Inc.
+1.3%
+$3,644.84 
UBER Uber Technologies, Inc.
+1.26%
+$9,534.17 
UNH UnitedHealth Group Incorporated
+1.26%
+$45,705.56 
DDS Dillard's Inc.
+1.25%
+$4,997.69 
GIS General Mills, Inc.
+1.2%
+$6,157.17 
MAS Masco Corporation
+1.2%
+$2,579.72 
DHI D.R. Horton, Inc.
+1.18%
+$7,466.87 
LH Labcorp Holdings Inc.
+1.14%
+$6,978.45 
SNOW Snowflake Inc.
+1.14%
+$3,253.81 
ODFL Old Dominion Freight Line, Inc.
+1.13%
+$2,203.21 
EBAY eBay Inc.
+1.12%
+$5,639.81 
LMT Lockheed Martin Corporation
+1.12%
+$47,197.7 
AMGN Amgen Inc.
+1.12%
+$34,343.29 
KO The Coca-Cola Company
+1.12%
+$34,447.42 
LOW Lowe's Companies Inc.
+1.11%
+$15,900.85 
CBOE Cboe Global Markets Inc.
+1.1%
+$2,834.86 
LUV Southwest Airlines Co.
+1.1%
+$18,169.65 
CVS CVS Health Corporation
+1.07%
+$26,478.16 
ZTS Zoetis Inc.
+1.06%
+$4,276.45 
WRB W.R. Berkley Corporation
+1.06%
+$3,319.64 
V Visa Inc. Class A
+1.06%
+$101,182.92 
IDXX IDEXX Laboratories, Inc.
+1.05%
+$3,644.19 
AIG American International Group Inc.
+1.05%
+$2,689.16 
AWK American Water Works Company, Inc.
+1.04%
+$2,468.2 
CFFN Capitol Federal Financial, Inc.
+1.02%
+$1,152.9 
BRK-B Berkshire Hathaway Inc.
+0.99%
+$140,885.16 
HD The Home Depot, Inc.
+0.97%
+$54,827.81 
AXP American Express Company
+0.93%
+$20,082.97 
CB Chubb Limited
+0.93%
+$19,241.11 
COWZ Pacer US Cash Cows 100 ETF
+0.93%
+$21,073.65 
ABT Abbott Laboratories
+0.89%
+$23,321.48 
BMY Bristol-Myers Squibb Company
+0.87%
+$15,536.67 
BKNG Booking Holdings Inc.
+0.87%
+$7,123.53 
FTCS First Trust Capital Strength ETF
+0.86%
+$2,174.76 
BRK-A Berkshire Hathaway Inc.
+0.86%
+$19,817.82 
PHM PulteGroup Inc.
+0.85%
+$12,194 
VRTX Vertex Pharmaceuticals Incorporated
+0.81%
+$8,821.07 
LYV Live Nation Entertainment, Inc.
+0.81%
+$4,938.89 
IBB iShares Biotechnology ETF
+0.8%
+$9,394.44 
TRV The Travelers Companies, Inc.
+0.78%
+$8,965.09 
DE Deere & Company
+0.78%
+$22,244.58 
MKL Markel Group Inc.
+0.77%
+$2,264.83 
HIG The Hartford Insurance Group, Inc.
+0.77%
+$2,213.4 
KKR KKR & Co. Inc.
+0.68%
+$4,444.97 
SHW The Sherwin-Williams Company
+0.67%
+$1,937.52 
TDS Telephone and Data Systems, Inc.
+0.67%
+$4,149.5 
SDY SPDR S&P Dividend ETF
+0.66%
+$1,631.15 
SYY Sysco Corporation
+0.65%
+$3,346.92 
USMV iShares MSCI USA Min Vol Factor ETF
+0.63%
+$26,292.42 
LEN Lennar Corporation
+0.62%
+$1,111.81 
SCHD Schwab U.S. Dividend Equity ETF
+0.61%
+$3,969.21 
URI United Rentals, Inc.
+0.6%
+$5,720.88 
MA Mastercard Incorporated
+0.6%
+$25,843.4 
CHD Church & Dwight Co., Inc.
+0.56%
+$1,748.25 
JNJ Johnson & Johnson
+0.55%
+$81,372.2 
GEHC GE HealthCare Technologies Inc.
+0.53%
+$1,557.88 
EOG EOG Resources, Inc.
+0.53%
+$1,620.06 
DGICA Donegal Group Inc.
+0.52%
+$1,510.8 
ITW Illinois Tool Works Inc.
+0.51%
+$8,550.17 
MRK Merck & Co., Inc.
+0.51%
+$37,994.87 
PFG Principal Financial Group, Inc.
+0.51%
+$1,102.12 
PG Procter & Gamble Co
+0.5%
+$21,363.45 
AAPL Apple Inc.
+0.49%
+$466,049.9 
XYL Xylem Inc.
+0.49%
+$971.36 
TMO Thermo Fisher Scientific Inc.
+0.45%
+$15,612.74 
OXY Occidental Petroleum Corporation
+0.44%
+$1,131.84 
EXPD Expeditors International of Washington, Inc.
+0.44%
+$1,936.18 
SBUX Starbucks Corporation
+0.4%
+$3,023.28 
DAL Delta Air Lines, Inc.
+0.39%
+$34,188.66 
GD General Dynamics Corporation
+0.38%
+$6,002.69 
MCO Moody's Corporation
+0.36%
+$2,062.15 
ACCO Acco Brands Corporation
+0.35%
+$471.01 
MELI MercadoLibre, Inc.
+0.34%
+$2,853.61 
AUB Atlantic Union Bankshares Corporation
+0.34%
+$3,089.88 
ATO Atmos Energy Corporation
+0.32%
+$635.96 
MET MetLife Inc.
+0.3%
+$2,349.58 
CBRE CBRE Group Inc.
+0.22%
+$1,296.27 
FDX FedEx Corporation
+0.22%
+$648.73 
EIX Edison International
+0.21%
+$329.4 
TMUS T-Mobile US, Inc.
+0.21%
+$1,140 
UNP Union Pacific Corporation
+0.19%
+$5,633.2 
TLT iShares 20+ Year Treasury Bond ETF
+0.17%
+$3,553.06 
NDAQ Nasdaq, Inc.
+0.17%
+$699.51 
BABA Alibaba Group Holding Limited SP ADR
+0.17%
+$1,522.18 
FAST Fastenal Co.
+0.16%
+$1,937.44 
TECH Bio-Techne Corporation
+0.16%
+$406.3 
NSC Norfolk Southern Corporation
+0.16%
+$1,396.03 
SPHD Invesco S&P 500 High Dividend Low Volatility ETF
+0.16%
+$396.8 
D Dominion Energy, Inc.
+0.15%
+$1,032.8 
SAMT Strategas Macro Thematic Opportunities ETF
+0.14%
+$12,584.64 
SYF Synchrony Financial
+0.13%
+$563.8 
SWBI Smith & Wesson Brands, Inc.
+0.11%
+$334.89 
PFE Pfizer Inc.
+0.11%
+$1,556.49 
PRU Prudential Financial, Inc.
+0.1%
+$282.12 
RSP Invesco S&P 500 Equal Weight ETF
+0.1%
+$1,346.55 
DXJ WisdomTree Japan Hedged Equity Fund
+0.1%
+$2,271.37 
TJX The TJX Companies, Inc.
+0.1%
+$3,605.01 
CAH Cardinal Health Inc.
+0.09%
+$1,681.38 
MUFG Mitsubishi UFJ Financial Group, Inc. Sponsored ADR
+0.08%
+$267.42 
QUAL iShares MSCI USA Quality Factor ETF
+0.08%
+$6,350.4 
FANG Diamondback Energy Inc
+0.07%
+$204.12 
AGNCO AGNC Investment Corp. 10.1219% Perpetual Preferred Stock
+0.06%
+$221.66 
DOV Dover Corporation
+0.05%
+$319.39 
IWX iShares Russell Top 200 Value ETF
+0.05%
+$700.04 
PAPR Innovator U.S. Equity Power Buffer ETF April
+0.05%
+$192.44 
MEAR iShares Short Maturity Bond ETF
+0.04%
+$96.59 
ICE Intercontinental Exchange, Inc.
+0.04%
+$303 
PCAR PACCAR Inc.
+0.03%
+$149.4 
PEP PepsiCo, Inc.
+0.03%
+$916.33 
PMAR Innovator U.S. Equity Power Buffer ETF
+0.02%
+$89.39 
SU Suncor Energy Inc.
+0.01%
+$88.17 
CFG Citizens Financial Group, Inc.
+0.01%
+$66.77 
UNM Unum Group
+0.01%
+$32.48 
EA Electronic Arts Inc.
0%
$0 
SATS EchoStar Corporation
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
HONIV Honeywell International Inc.
0%
$0 G200
G2004J103
0%
$0 
GLW Corning Incorporated
-14%
-$351,293.95 
TER Teradyne, Inc.
-13.06%
-$39,134.4 
MTSI MACOM Technology Solutions Holdings, Inc.
-12.4%
-$31,158.25 
COHR Coherent Corp.
-11.85%
-$48,763.9 
HPE Hewlett Packard Enterprise Company
-10.19%
-$41,763.97 
LITE Lumentum Holdings Inc.
-9.8%
-$28,349.89 
NVT nVent Electric plc
-9.5%
-$37,849.79 
GEV GE Vernova Inc.
-8.67%
-$514,580.06 
CIEN Ciena Corporation
-8.6%
-$27,495.76 
ENTG Entegris, Inc.
-7.89%
-$25,495.08 
LRCX Lam Research Corporation
-7.84%
-$318,527.09 
STRL Sterling Infrastructure, Inc.
-7.75%
-$19,359.51 
ETN Eaton Corporation plc
-7.43%
-$328,712.39 
MPWR Monolithic Power Systems, Inc.
-7.08%
-$14,156.36 
VRT Vertiv Holdings Co
-7.04%
-$279,544.74 
Q Qnity Electronics Inc.
-7.03%
-$28,323.54 
ASML ASML Holding N.V. New York Registry Shares
-6.94%
-$218,841.05 
KEYS Keysight Technologies, Inc.
-6.92%
-$29,673.14 
AROC Archrock Inc.
-6.73%
-$11,649.01 
CEG Constellation Energy Corporation
-6.72%
-$144,469.76 
AMAT Applied Materials, Inc.
-6.67%
-$329,407.99 
MRVL Marvell Technology, Inc.
-6.65%
-$69,387.64 
BE Bloom Energy Corporation
-6.47%
-$181,713.1 
KLAC KLA Corporation
-6.41%
-$481,288.86 
CRWV CoreWeave, Inc.
-6.29%
-$30,777.6 
FIX Comfort Systems USA, Inc.
-6.25%
-$23,665.59 
JCI Johnson Controls International plc
-5.82%
-$27,151 
APH Amphenol Corporation
-5.61%
-$174,100.44 
SOLS Sollensys Corp
-5.6%
-$9,374.57 
JBL Jabil Inc.
-5.55%
-$11,379.47 
ATI ATI Inc.
-5.53%
-$17,039 
CRS Carpenter Technology Corporation
-5.45%
-$8,645.7 
ANET Arista Networks, Inc.
-5.43%
-$131,994.49 
BAC Bank of America Corporation
-5.39%
-$834,545.66 
INTC Intel Corporation
-5.25%
-$188,911.79 
MTZ MasTec, Inc. Common Stock
-5.19%
-$170,340.2 
NBIS Nebius Group N.V.
-5.16%
-$120,177.24 
VST Vistra Corp
-5.01%
-$73,693.2 
DELL Dell Technologies Inc.
-4.99%
-$31,463.5 
SLB Schlumberger Limited
-4.91%
-$63,362.77 
AVGO Broadcom Inc.
-4.79%
-$1.17M 
TE T1 Energy Inc.
-4.77%
-$3,249.62 
MU Micron Technology, Inc.
-4.76%
-$709,829.4 
NTAP NetApp, Inc.
-4.6%
-$15,662.36 
PWR Quanta Services Inc.
-4.48%
-$91,510.81 
ADI Analog Devices, Inc.
-4.47%
-$64,774.18 
ORCL Oracle Corporation
-4.47%
-$246,547.94 
SNDK SanDisk Corporation
-4.3%
-$69,516.79 
CAT Caterpillar Inc.
-4.18%
-$543,257.08 
HEI Heico Corporation
-4.15%
-$18,274.5 
EME EMCOR Group, Inc.
-4.11%
-$44,194.77 
NRG NRG Energy, Inc.
-4.09%
-$12,165.25 
BKR Baker Hughes Company
-4%
-$38,965.98 
SVM Silvercorp Metals Inc.
-3.95%
-$23,500 
GS The Goldman Sachs Group, Inc.
-3.93%
-$482,815.66 
AMD Advanced Micro Devices, Inc.
-3.88%
-$423,511.65 
EQIX Equinix, Inc.
-3.83%
-$58,041.36 
SNPS Synopsys, Inc.
-3.82%
-$14,147.76 
TEL TE Connectivity plc
-3.8%
-$30,047.72 
TT Trane Technologies plc
-3.73%
-$18,859.49 
WDC Western Digital Corporation
-3.71%
-$12,377.78 
MCHP Microchip Technology Incorporated
-3.62%
-$8,322.86 
HEI.A Heico Corporation
-3.6%
-$17,359.92 
CCJ Cameco Corporation
-3.49%
-$11,109.34 
RBC RBC Bearings Incorporated
-3.45%
-$9,348.87 
CDNS Cadence Design Systems, Inc.
-3.44%
-$30,312.36 
MS Morgan Stanley
-3.39%
-$290,044.26 
AME Ametek Inc.
-3.26%
-$23,223.37 
BIPC Brookfield Infrastructure Partners L.P.
-3.26%
-$8,290.39 
BNY BlackRock New York Municipal Income Trust
-3.18%
-$60,450.04 
EMXC iShares MSCI Emerging Markets ex China ETF
-3.15%
-$12,952.62 
FSP Franklin Street Properties Corp.
-3.09%
-$118.05 
URA Global X Uranium ETF
-3.04%
-$24,888.8 
NEM Newmont Corporation
-2.92%
-$21,397.1 
EVC Entravision Communications Corporation
-2.9%
-$3,109.5 
NVDA NVIDIA Corporation
-2.84%
-$2.06M 
CMI Cummins Inc.
-2.84%
-$21,043.11 
LPLA LPL Financial Holdings Inc.
-2.71%
-$8,373.75 
SCCO Southern Copper Corporation
-2.69%
-$36,822.48 
HAL Halliburton Company
-2.67%
-$21,204.82 
EMR Emerson Electric Co.
-2.58%
-$71,439.54 
PICK iShares MSCI Global Metals & Mining Producers ETF
-2.56%
-$45,977.22 
EEM iShares MSCI Emerging Markets ETF
-2.52%
-$64,408.86 
PH Parker-Hannifin Corporation
-2.51%
-$28,488.82 
STT State Street Corp
-2.48%
-$9,680.57 
IEMG iShares Core MSCI Emerging Markets ETF
-2.37%
-$98,005.88 
VLO Valero Energy Corporation
-2.37%
-$116,989.28 
TDG TransDigm Group Inc.
-2.35%
-$22,995.39 
HAIN The Hain Celestial Group, Inc.
-2.29%
-$186.16 
FCX Freeport-McMoRan Inc.
-2.25%
-$23,308.8 
STX Seagate Technology Holdings plc
-2.24%
-$18,050.02 
ROK Rockwell Automation, Inc.
-2.16%
-$5,422.96 
PSLV Sprott Physical Silver Trust
-2.12%
-$734,614.9 
CPER United States Copper Index Fund
-2.12%
-$6,961.21 
AVEM Avantis Emerging Markets Equity ETF
-2.1%
-$304,138 
IRM Iron Mountain Inc.
-2.09%
-$16,036.14 
GE General Electric Company
-2%
-$156,444.6 
STLD Steel Dynamics Inc.
-1.99%
-$14,406.89 
OC Owens Corning
-1.98%
-$4,958.98 
DFEM Dimensional Emerging Markets Core Equity 2 ETF
-1.96%
-$4,080.74 
SPPP Sprott Physical Platinum and Palladium Trust
-1.9%
-$5,500 
WES Western Midstream Partners, LP
-1.9%
-$23,268.57 
SII Sprott Inc.
-1.88%
-$30,982.54 
DD DuPont de Nemours, Inc.
-1.87%
-$5,259.8 
TXN Texas Instruments Inc
-1.87%
-$33,650.72 
NUE Nucor Corporation
-1.85%
-$8,403.05 
WFC Wells Fargo & Company
-1.84%
-$134,049.98 
EQT EQT Corporation
-1.82%
-$9,558.44 
SLV iShares Silver Trust
-1.81%
-$7,868.19 
MLM Martin Marietta Materials, Inc.
-1.74%
-$10,726.19 
MMM 3M Company
-1.73%
-$13,164.58 
JPM JPMorgan Chase & Co.
-1.71%
-$495,387.91 
CSCO Cisco Systems, Inc.
-1.69%
-$151,073.37 
BN Brookfield Corporation
-1.64%
-$7,268.12 
XEL Xcel Energy Inc.
-1.61%
-$10,683.5 
APD Air Products and Chemicals, Inc.
-1.58%
-$23,942.95 
ETR Entergy Corporation
-1.56%
-$8,606.72 
WAB Wabtec Corporation
-1.54%
-$4,002.48 
RCL Royal Caribbean Group
-1.54%
-$8,844.95 
LNG Cheniere Energy Inc.
-1.53%
-$57,943.9 
XLK State Street Technology Select Sector SPDR ETF
-1.49%
-$124,527.2 
WMB The Williams Companies, Inc.
-1.48%
-$157,015.8 
TSLA Tesla, Inc.
-1.47%
-$133,967.84 
PHYS Sprott Physical Gold Trust
-1.46%
-$261,079.2 
SSD Simpson Manufacturing Co., Inc.
-1.46%
-$3,230.82 
SPCX Space Exploration Technologies Corp. Class A
-1.45%
-$6,219.63 
AEM Agnico Eagle Mines Limited
-1.44%
-$20,153.75 
OSK Oshkosh Corporation
-1.42%
-$3,899.9 
XLI Industrial Select Sector SPDR Fund
-1.42%
-$12,060.92 
CW Curtiss-Wright Corporation
-1.41%
-$3,651.69 
GLD SPDR Gold Shares
-1.39%
-$310,682.89 
DECK Deckers Outdoor Corporation
-1.39%
-$2,741.38 
GLDM SPDR Gold MiniShares Trust
-1.38%
-$35,553.56 
FXL First Trust Technology AlphaDEX Fund
-1.36%
-$3,317.74 
RTX RTX Corporation
-1.35%
-$86,307.43 
C Citigroup Inc.
-1.34%
-$26,055.02 
IAU iShares Gold Trust
-1.32%
-$58,880.97 
MPLX MPLX LP
-1.3%
-$15,751.32 
LQDA Liquidia Corporation
-1.29%
-$6,404.42 
BLK BlackRock, Inc.
-1.29%
-$26,746.8 
AMZN Amazon.com Inc
-1.28%
-$444,190.72 
CMCSA Comcast Corp
-1.25%
-$5,171.98 
VGT Vanguard Information Technology ETF
-1.24%
-$10,296 
IJK iShares S&P Mid-Cap 400 Growth ETF
-1.22%
-$6,152.64 
WTS Watts Water Technologies Inc.
-1.21%
-$3,410.54 
PAA Plains All American Pipeline, L.P.
-1.19%
-$13,020 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-1.16%
-$114,288.79 
PSX Phillips 66
-1.16%
-$24,754.24 
EFG iShares MSCI EAFE Growth ETF
-1.16%
-$5,269.17 
VWO Vanguard FTSE Emerging Markets ETF
-1.15%
-$48,183.65 
XLE Energy Select Sector SPDR Fund
-1.15%
-$43,922.25 
VEU Vanguard FTSE All-World ex-US ETF
-1.13%
-$6,748.8 
SCHF Schwab International Equity ETF
-1.12%
-$2,937.69 
TRGP Targa Resources Corp.
-1.07%
-$16,941.6 
ITA iShares U.S. Aerospace & Defense ETF
-1.07%
-$17,554.46 
SPDW SPDR Portfolio Developed World ex-US ETF
-1.07%
-$52,653.7 
RYT Invesco S&P 500 Equal Weight ETF
-1.06%
-$4,064.78 
IBKR Interactive Brokers Group Inc.
-1.06%
-$3,988.34 
SCHC Schwab International Small-Cap Equity ETF
-1.02%
-$7,582.12 
MTB M&T Bank Corporation
-1%
-$8,797.59 
SCHA Schwab U.S. Small-Cap ETF
-0.98%
-$4,874.76 
SPEM SPDR Portfolio Emerging Markets ETF
-0.97%
-$21,447.54 
RKLB Rocket Lab Corporation
-0.97%
-$4,028.44 
CVX Chevron Corporation
-0.97%
-$75,629.45 
HWM Howmet Aerospace Inc.
-0.95%
-$3,917.91 
DTE DTE Energy Company
-0.94%
-$2,008.75 
ARCO Arcos Dorados Holdings Inc.
-0.94%
-$5,625 
DVN Devon Energy Corporation
-0.93%
-$6,535.57 
EXC Exelon Corporation
-0.92%
-$4,688.26 
AEE Ameren Corporation
-0.91%
-$1,701.81 
XOM Exxon Mobil Corporation
-0.9%
-$168,156.57 
PPL PPL Corporation
-0.9%
-$2,426.9 
EWJ iShares MSCI Japan ETF
-0.86%
-$17,319.97 
XLB Materials Select Sector SPDR Fund
-0.85%
-$1,743.48 
QCOM QUALCOMM Incorporated
-0.84%
-$34,752.42 
AMBP Ardagh Metal Packaging S.A.
-0.83%
-$806.68 
IJH iShares Core S&P Mid-Cap ETF
-0.81%
-$190,037.15 
MDY SPDR S&P MidCap 400 ETF Trust
-0.81%
-$53,963.42 
AEP American Electric Power Company, Inc.
-0.8%
-$2,337.3 
PNR Pentair plc
-0.76%
-$1,273.23 
MSCI MSCI Inc.
-0.75%
-$10,073.78 
PNC The PNC Financial Services Group, Inc.
-0.75%
-$18,437.35 
TTE TotalEnergies SE
-0.74%
-$3,196 
VYM Vanguard High Dividend Yield ETF
-0.72%
-$16,614.4 
GOLF Acushnet Holdings Corp.
-0.72%
-$1,598.2 
VGSR Vert Global Sustainable Real Estate ETF
-0.71%
-$1,486.25 
COP ConocoPhillips
-0.68%
-$14,754.61 
NEE NextEra Energy, Inc.
-0.67%
-$13,293.92 
IEFA iShares Core MSCI EAFE ETF
-0.67%
-$108,655.24 
IWP iShares Russell Mid-Cap Growth ETF
-0.66%
-$40,638.78 
VONG Vanguard Russell 1000 Growth Fund
-0.66%
-$44,812.53 
IWF iShares Russell 1000 Growth ETF
-0.65%
-$162,293.68 
EFA iShares MSCI EAFE ETF
-0.65%
-$109,563.72 
VMC Vulcan Materials Company
-0.59%
-$6,704.82 
SCZ iShares MSCI EAFE Small-Cap ETF
-0.59%
-$4,447.71 
COF Capital One Financial Corporation
-0.59%
-$10,703.46 
QQQM Invesco NASDAQ 100 ETF
-0.57%
-$1,810 
DFAI Dimensional International Core Equity Market ETF
-0.57%
-$1,472.45 
KYN Kayne Anderson Energy Infrastructure Fund, Inc.
-0.57%
-$1,092.16 
FITB Fifth Third Bancorp
-0.57%
-$6,446.45 
PLD Prologis Inc.
-0.57%
-$6,675.13 
IWY iShares Russell Top 200 Growth ETF
-0.56%
-$25,568.79 
QQQ Invesco QQQ Trust, Series 1
-0.55%
-$50,911.55 
IUSG iShares Core S&P U.S. Growth ETF
-0.55%
-$2,761.53 
VTR Ventas Inc.
-0.55%
-$1,274.98 
LIN Linde plc
-0.54%
-$8,225.28 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
-0.54%
-$5,339.25 
VOT Vanguard Mid-Cap Growth ETF
-0.53%
-$11,129.73 
FSS Federal Signal Corp.
-0.52%
-$1,044.22 
SPYG SPDR Portfolio S&P 500 Growth ETF
-0.52%
-$3,868.2 
ED Consolidated Edison, Inc.
-0.52%
-$1,263.9 
IJR iShares Core S&P Small-Cap ETF
-0.51%
-$86,632.75 
VBK Vanguard Small-Cap Growth ETF
-0.51%
-$3,091.98 
DFGR Dimensional Global Real Estate ETF
-0.51%
-$1,232.5 
TFC Truist Financial Corporation
-0.51%
-$2,314.64 
IQLT iShares MSCI International Quality Factor ETF
-0.51%
-$1,827.08 
HBAN Huntington Bancshares Incorporated
-0.5%
-$1,558.64 
F Ford Motor Company
-0.5%
-$1,048.04 
BP BP p.l.c. Sponsored ADR
-0.5%
-$2,279.97 
ES Eversource Energy
-0.5%
-$1,391.96 
VNQ Vanguard Real Estate ETF
-0.49%
-$1,377.33 
ET Energy Transfer L.P.
-0.49%
-$12,348.52 
IJJ iShares S&P Mid-Cap 400 Value ETF
-0.49%
-$1,166.07 
VO Vanguard Mid-Cap ETF
-0.48%
-$80,026.62 
TOL Toll Brothers Inc
-0.48%
-$1,649.27 
AMT American Tower Corporation
-0.47%
-$5,156.02 
MDYV SPDR S&P 400 Mid Cap Value ETF
-0.47%
-$9,750.96 
VTV Vanguard Value ETF
-0.45%
-$5,373.2 
SO The Southern Company
-0.45%
-$7,879.17 
XLF Financial Select Sector SPDR Fund
-0.45%
-$8,671.78 
DFLV Dimensional US Large Cap Value ETF
-0.44%
-$1,434.49 
ECL Ecolab Inc.
-0.44%
-$3,818.71 
DUK Duke Energy Corporation
-0.43%
-$4,629.78 
SHEL Shell plc
-0.42%
-$4,893.35 
EPD Enterprise Products Partners L.P.
-0.41%
-$7,980.16 
GRMN Garmin Ltd.
-0.39%
-$2,041.62 
WEC WEC Energy Group Inc.
-0.38%
-$1,179.6 
VOE Vanguard Mid-Cap Value ETF
-0.38%
-$2,586.45 
FCNCA First Citizens BancShares, Inc.
-0.37%
-$1,069.32 
VFH Vanguard Financials ETF (primary ticker: VFH)
-0.36%
-$949.98 
HEFA iShares Currency Hedged MSCI EAFE ETF
-0.35%
-$711.15 
IWO iShares Russell 2000 Growth ETF
-0.35%
-$4,119.4 
USB U.S. Bancorp
-0.35%
-$3,397.24 
VV Vanguard Large-Cap Index Fund ETF Shares
-0.34%
-$10,018.8 
HCA HCA Healthcare Inc.
-0.34%
-$3,147.76 
VIG Vanguard Dividend Appreciation ETF
-0.34%
-$20,288.44 
SPY SPDR S&P 500 ETF Trust
-0.34%
-$249,102.23 
VOO Vanguard S&P 500 ETF
-0.34%
-$206,467.29 
IVV iShares Core S&P 500 ETF
-0.33%
-$224,756 
ITOT iShares Core S&P Total U.S. Stock Market ETF
-0.33%
-$4,313.1 
IWB iShares Russell 1000 ETF
-0.32%
-$3,256.2 
VTI VANGUARD TOTAL STOCK MKT ETF
-0.32%
-$10,643.16 
MPC Marathon Petroleum Corporation
-0.32%
-$4,175.61 
CSX CSX Corporation
-0.32%
-$10,211.25 
RF Regions Financial Corporation
-0.32%
-$2,756.99 
IWV ISHARES RUSSELL 3000 ETF
-0.31%
-$1,934.56 
GWW W.W. Grainger, Inc.
-0.31%
-$2,127.6 
VB Vanguard Small-Cap ETF
-0.31%
-$14,590.96 
OEF iShares S&P 100 ETF
-0.3%
-$693.12 
WELL Welltower Inc.
-0.3%
-$3,213.39 
DUHP Dimensional US High Profitability ETF
-0.3%
-$8,036.75 
CTAS Cintas Corporation
-0.29%
-$5,184.83 
DBEF Xtrackers MSCI EAFE Hedged Equity ETF
-0.29%
-$1,583.66 
AVUV Avantis U.S. Small Cap Value ETF
-0.28%
-$13,481.48 
BJUN Innovator U.S. Equity Buffer ETF - June
-0.28%
-$1,102.46 
SCHX Schwab U.S. Large-Cap ETF
-0.28%
-$6,518.65 
IJS iShares S&P Small-Cap 600 Value ETF
-0.28%
-$1,089.28 
UAL United Airlines Holdings, Inc.
-0.27%
-$519.9 
GSLC Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF
-0.27%
-$2,537.48 
INMU iShares Intermediate Muni Income Active ETF
-0.26%
-$531.9 
PSA Public Storage Common Stock
-0.26%
-$1,244.88 
BA Boeing Company
-0.25%
-$2,779.92 
PREF Principal Spectrum Preferred Securities Active ETF
-0.24%
-$455 
IWR iShares Russell Mid-Cap ETF
-0.23%
-$47,399.5 
BX Blackstone Inc.
-0.21%
-$5,660.39 
OKE ONEOK, Inc.
-0.21%
-$2,937.2 
PRF Invesco FTSE RAFI US 1000 ETF
-0.21%
-$525.78 
MDLZ Mondelez International, Inc.
-0.2%
-$1,793.12 
TPR Tapestry Inc.
-0.2%
-$335.35 
A Agilent Technologies Inc.
-0.19%
-$745.61 
TD The Toronto-Dominion Bank
-0.19%
-$1,431.52 
ROST Ross Stores, Inc.
-0.19%
-$1,357.11 
IWM iShares Russell 2000 ETF
-0.18%
-$34,608.73 
CARR Carrier Global Corporation
-0.18%
-$1,029.32 
JEPI JPMorgan Equity Premium Income Fund
-0.18%
-$865.7 
VUG Vanguard Growth ETF
-0.17%
-$5,326.24 
DIA SPDR Dow Jones Industrial Average ETF Trust
-0.15%
-$4,700.31 
AMP Ameriprise Financial, Inc.
-0.14%
-$714.94 
VYMI Vanguard International High Dividend Yield Index Fund
-0.14%
-$1,345.05 
DIVO Amplify CWP Enhanced Dividend Income ETF
-0.14%
-$685.82 
VBR VANGUARD SMALL-CAP VALUE ETF
-0.14%
-$802.89 
MUNI PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund
-0.13%
-$309.33 
HESM Hess Midstream LP
-0.12%
-$1,200 
USFD US Foods Holding Corp
-0.12%
-$261.39 
IVE ISHARES S&P 500 VALUE ETF
-0.12%
-$1,237.73 
KMI Kinder Morgan, Inc.
-0.11%
-$990.43 
SPYV SPDR Portfolio S&P 500 Value ETF
-0.11%
-$2,134.54 
DGRW WisdomTree U.S. Quality Dividend Growth Fund
-0.11%
-$290.5 
ZWS Zurn Elkay Water Solutions Corporation
-0.11%
-$200.05 
NYF iShares New York Muni Bond ETF
-0.11%
-$400.95 
IWS iShares Russell Mid-Cap Value ETF
-0.1%
-$4,261.53 
PRFZ Invesco FTSE RAFI US 1500 Small-Mid ETF
-0.08%
-$909.68 
MUB iShares National Muni Bond ETF
-0.05%
-$164.5 
SUB iShares Short-Term National Muni Bond ETF
-0.05%
-$137.56 
MFC Manulife Financial Corporation
-0.05%
-$262.2 
AGG iShares Core U.S. Aggregate Bond ETF
-0.04%
-$236.44 
IWN iShares Russell 2000 Value ETF
-0.04%
-$818.55 
SJNK SPDR Bloomberg Short Term High Yield Bond ETF
-0.04%
-$142.04 
SCHW Charles Schwab Corporation
-0.04%
-$335.56 
IWD iShares Russell 1000 Value ETF
-0.03%
-$3,327.76 
IGIB iShares 5-10 Year Investment Grade Corporate Bond ETF
-0.03%
-$554.57 
SHY iShares 1-3 Year Treasury Bond ETF
-0.02%
-$201.91 
BND Vanguard Total Bond Market Index Fund
-0.02%
-$60 
SPG Simon Property Group, Inc.
-0.02%
-$101 
DVY iShares Select Dividend ETF
-0.02%
-$356.49 
VONV Vanguard Russell 1000 Value Index Fund
-0.02%
-$1,208.72 
USFR WisdomTree Floating Rate Treasury Fund
-0.01%
-$55.17 
RECS Columbia Research Enhanced Core ETF
-0.01%
-$408.08 
VTEB Vanguard Tax-Exempt Bond ETF
-0.01%
-$292.41 Events
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Dividends
Dividend Analysis
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| Trades 5766 | Longs Won 3773/5766 65% | Profit Factor 12.29 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $529,624.33 |
| Average Win $155,781.43 | Best Trade (Aug 28) $15.52M | Sharpe Ratio -10.62 |
| Average Loss -$23,989.42 | Worst Trade (Sep 11) -$3.7M | Z-Score 23.68 (100%) |
| Commissions $0 | Avg. Trade Length 1y 4m 1w 4d | Expectancy $93,644.19 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 71,429 | 64,286 | 57,143 | 50,000 | 42,857 | 35,714 | 28,571 | 21,429 | 14,286 | 7,143 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| A Agilent Technologies Inc. | 2,663 | $369,983.02 | $390,528.95 | - | $20,545.93 | 5.55% | -0.191% |
| AAPL Apple Inc. | 288,574 | $58.37M | $96.35M | - | $37.98M | 65.07% | +0.486% |
| ABBV AbbVie Inc. | 38,686 | $7.31M | $10.12M | - | $2.8M | 38.3% | +1.703% |
| ABT Abbott Laboratories | 25,628 | $2.88M | $2.64M | - | -$239,226.39 | -8.32% | +0.893% |
| ACCO Acco Brands Corporation | 31,401 | $130,628 | $133,611.25 | - | $2,983.25 | 2.28% | +0.354% |
| ACGL Arch Capital Group Ltd | 2,304 | $222,293.24 | $225,146.88 | - | $2,853.64 | 1.28% | +1.696% |
| ACN Accenture plc Class A | 5,787 | $1.67M | $1.13M | - | -$540,842.69 | -32.4% | +6.033% |
| ADBE Adobe Inc. | 2,399 | $1.27M | $632,928.17 | - | -$634,333.61 | -50.06% | +4.599% |
| ADI Analog Devices, Inc. | 3,826 | $816,973.72 | $1.38M | - | $567,464.38 | 69.46% | -4.47% |
| ADP Automatic Data Processing Inc. | 11,638 | $2.75M | $3.22M | - | $471,288.9 | 17.15% | +3.115% |
| ADSK Autodesk, Inc. | 1,411 | $343,453.41 | $323,401.2 | - | -$20,052.21 | -5.84% | +7.91% |
| AEE Ameren Corporation | 1,782 | $201,437 | $185,229.99 | - | -$16,207.01 | -8.05% | -0.91% |
| AEM Agnico Eagle Mines Limited | 7,010 | $458,454 | $1.38M | - | $925,915.85 | 201.96% | -1.435% |
| AEP American Electric Power Company, Inc. | 2,385 | $247,840.04 | $291,804.75 | - | $43,964.71 | 17.74% | -0.795% |
| AFL Aflac Inc. | 7,176 | $676,632.85 | $839,412.6 | - | $162,779.75 | 24.06% | +1.47% |
| AGG iShares Core U.S. Aggregate Bond ETF | 5,911 | $583,905.42 | $567,101.34 | - | -$16,804.08 | -2.88% | -0.042% |
| AGNCO AGNC Investment Corp. 10.1219% Perpetual Preferred Stock | 14,777 | $378,081.69 | $379,842.78 | - | $1,761.09 | 0.47% | +0.058% |
| AIG American International Group Inc. | 3,404 | $251,006.06 | $259,112.48 | - | $8,106.42 | 3.23% | +1.049% |
| AJG Arthur J. Gallagher & Co. | 1,750 | $466,772.13 | $443,633.75 | - | -$23,138.38 | -4.96% | +5.486% |
| ALL Allstate Corporation | 2,101 | $440,517.82 | $542,824.86 | - | $102,307.04 | 23.22% | +1.835% |
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Option values are updated at end of day.
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Option values are updated at end of day.
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FAQ
Which stocks have generated the highest profits for Fidelis Capital Partners LLC?
The largest contributions to the portfolio's profits come from the following stocks: Broadcom Inc - $8.76M, SPDR S&P 500 ETF Trust - $7.18M, Costco Wholesale Corporation - $4.61M, NVIDIA Corporation - $4M, and Apple Inc - $3.64M. These positions have been the main drivers of growth and have significantly impacted the investor's overall performance.
Which stocks have generated the largest losses for this investor?
The largest losses in the portfolio are associated with the following stocks: Chipotle Mexican Grill, Inc - $1.04M, Novo Nordisk A/S Sponsored ADR - $1.04M, Nike, Inc. - Class B - $490,023.54, Cracker Barrel Old Country Store, Inc - $423,110.5, and PayPal Holdings Inc - $384,999.53. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Fidelis Capital Partners LLC's portfolio generate?
The portfolio generates substantial dividend income, with a total of $37.78M earned over time. The largest contributors to dividend income include SPDR S&P 500 ETF Trust - $1.43M, iShares Core S&P 500 ETF - $1.38M, Microsoft Corp - $1.1M, Exxon Mobil Corporation - $1.02M, and JPMorgan Chase & Co - $915,062.8. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Fidelis Capital Partners LLC's monthly returns?
Fidelis Capital Partners LLC's monthly returns look highly volatile. The portfolio shows large month-to-month swings, and the broader risk profile suggests that performance can change sharply over short periods. This kind of pattern may suit users who are comfortable with significant fluctuations, but it is less likely to appeal to those who prefer steadier and more predictable results.
Can Fidelis Capital Partners LLC's strategy be considered aggressive or moderate?
Fidelis Capital Partners LLC's strategy appears moderately aggressive. The portfolio shows a clear focus on growth, with noticeable volatility and risk exposure, although not to an extreme level. This type of strategy may appeal to users seeking higher returns while accepting meaningful fluctuations along the way.
Should beginners follow Fidelis Capital Partners LLC's strategy?
Fidelis Capital Partners LLC's strategy is unlikely to be suitable for beginners. The portfolio shows signs of high risk, significant volatility, or structural complexity, which can make it difficult to follow and potentially stressful for less experienced users. This type of approach is generally better suited to more advanced investors.
