FIDELIS CAPITAL PARTNERS, LLC
Q4 2024 13F Holdings
- Locationtampa, FL
- Num holdings
439
- Value ($000)
$1,000,154
- Date Filed02/06/2025
- Form type13F-HR
- CIK0001962755
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q4 2024 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
AAPL APPLE INC | COM | 037833100 | $56.79M | 6 % | 249,087 | ||
MSFT MICROSOFT CORP | COM | 594918104 | $46.92M | 5 % | 114,183 | ||
SPY SPDR S&P 500 ETF TR | TR UNIT | 78462F103 | $45.52M | 5 % | 76,151 | ||
IVV ISHARES TR | CORE S&P500 ETF | 464287200 | $42.72M | 4 % | 71,126 | ||
NVDA NVIDIA CORPORATION | COM | 67066G104 | $33.78M | 3 % | 289,535 | ||
AMZN AMAZON COM INC | COM | 023135106 | $29.01M | 3 % | 122,190 | ||
IWF ISHARES TR | RUS 1000 GRW ETF | 464287614 | $21.02M | 2 % | 51,899 | ||
GOOGL ALPHABET INC | CAP STK CL A | 02079K305 | $20.35M | 2 % | 101,119 | ||
VO VANGUARD INDEX FDS | MID CAP ETF | 922908629 | $18.97M | 2 % | 69,072 | ||
VOO VANGUARD INDEX FDS | S&P 500 ETF SHS | 922908363 | $18.01M | 2 % | 32,755 |
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