Fortis Group Advisors, LLC Purchases and Sells in Q1 2025

Fortis Group Advisors, LLC

$515 Billion
Q1 2025

Top Buys

Incresed Positions

60 operations

Stock	Shares change	Price Range	Shares Held	Trade History
TLT	80.3K + 2585.32%	$85.29 - $92.57 $6.85M - $7.44M	83.4K $7.59B
XLV	43.6K + 35152.42%	$137.61 - $149.68 $6M - $6.52M	43.7K $6.38B
BTAL	277K + 884.61%	$17.67 - $20.85 $4.89M - $5.77M	308K $6.42B
XLP	67.7K + 232.4%	N/A	96.8K $7.9B
BRK-B	9.59K + 600.25%	$442.66 - $534.52 $4.24M - $5.12M	11.2K $5.96B
IAU	74.5K + 90.39%	$49.74 - $58.96 $3.71M - $4.39M	157K $9.25B

New Holdings

43 operations

Stock	Shares change	Price Range	Shares Held	Trade History
TUA	244K New	N/A	244K $5.37B
SERIES PORTFOLIOS TR	198K New	N/A	198K $5.06B
VGK	66K New	$63.07 - $73.5 $4.16M - $4.85M	66K $4.63B
TAIL	370K New	$10.9 - $12.02 $4.03M - $4.45M	370K $4.36B
AAAU	130K New	$26.05 - $30.88 $3.39M - $4.02M	130K $4.02B
KIE	61.6K New	$54.24 - $60.81 $3.34M - $3.74M	61.6K $3.73B

Top Sells

Reduced Positions

114 operations

Stock	Shares change	Price Range	Shares Held	Trade History
SPMO	-124K - 42.75%	$91.76 - $103.26 $11.3M - $12.8M	165K $15.3B
QQQ	-22K - 99.64%	$468.34 - $539.52 $10.3M - $11.8M	79 $37M
QQQM	-41.3K - 59.23%	$192.82 - $222.1 $7.96M - $9.16M	28.4K $5.48B
HYG	-105K - 96.96%	$78.51 - $80.11 $8.26M - $8.43M	3.3K $260M
XLE	-86K - 86.74%	$85.7 - $93.96 $7.37M - $8.08M	13.1K $1.23B
AVUV	-55.7K - 84.43%	$84.95 - $100.62 $4.73M - $5.6M	10.3K $895M

Activity Summary All Purchases 103 New Holdings 43 Increased Positions 60 All Sells 114 Reductions 114 Sold out 0 Calls 0 Puts 0

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Fortis Group Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Fortis Group Advisors, LLC with notifications on news.