Fortis Group Advisors, LLC Purchases in Q3 2025

Fortis Group Advisors, LLC

  • $581 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
NVO
Novo Nordisk A S

Healthcare
12.4K
New
$45.38 - $71.7 $564K - $891K
12.4K $615M
OMFS
Invesco Exchange Traded Self I

ETFs
14K
New
$39.64 - $44.73 $555K - $626K
14K $610M
SIL
Global X Silver Miners ETF

ETFs
8.78K
New
$47.34 - $71.63 $416K - $629K
8.78K $585M
JPM
Jpmorgan Chase & CO

Financial Services
1.5K
+ 23.58%
$282.78 - $316.06 $425K - $475K
7.88K $2.46B
META
Meta Platforms, Inc.

Communication Services
1.67K
+ 37.82%
$695.21 - $791.73 $1.16M - $1.32M
6.07K $3.94B
XLG
Invesco Exchange Traded Fd Tr

ETFs
546
+ 0.73%
$51.78 - $57.89 $28.3K - $31.6K
75.7K $4.54B
Advisor Managed Portfolios
12.7K
New
N/A
12.7K $418M
JPIE
J P Morgan Exchange Traded Fd
8.63K
+ 134.47%
$46.01 - $46.55 $397K - $402K
15.1K $699M
MP
Mp Materials Corp.

Basic Materials
5.97K
New
$30.03 - $77.13 $179K - $460K
5.97K $376M
ONTO
Onto Innovation Inc.

Technology
2.29K
New
$90.0 - $136.73 $206K - $313K
2.29K $309M
AVEM
American Centy ETF Tr Avantis

ETFs
2.71K
+ 24.34%
$68.33 - $75.41 $185K - $204K
13.8K $1.07B
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
326
+ 18.3%
$567.77 - $614.76 $185K - $200K
2.11K $1.32B
TXG
10x Genomics, Inc.

Healthcare
20.2K
New
$11.34 - $14.64 $229K - $295K
20.2K $275M
IPKW
Invesco ETF Tr Ii Internationa

ETFs
4.13K
+ 26.99%
$48.35 - $53.13 $200K - $219K
19.4K $1.02B
INTC
Intel Corp

Technology
6K
+ 374.52%
$19.31 - $35.5 $116K - $213K
7.6K $294M
GDXJ
Vaneck ETF Tr Jr Gold Miners E

ETFs
2.65K
New
$64.22 - $99.03 $170K - $262K
2.65K $248M
Coreweave Inc
1.82K
New
N/A
1.82K $243M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
2.29K
+ 5082.22%
$97.75 - $100.75 $224K - $230K
2.33K $234M
Rbb Fund Trust
4.92K
New
N/A
4.92K $229M
CRWD
Crowd Strike Holdings, Inc.

Technology
412
New
$412.46 - $514.1 $170K - $212K
412 $224M
TJX
Tjx Companies Inc

Consumer Cyclical
1.56K
New
$121.35 - $144.54 $190K - $226K
1.56K $219M
IBM
International Business Machines Corp

Technology
24
+ 0.28%
$234.77 - $292.47 $5.63K - $7.02K
8.69K $2.57B
Dbx ETF Tr
4.67K
New
N/A
4.67K $217M
Global X Fds
7.42K
New
N/A
7.42K $214M
SCHG
Schwab Strategic Tr Us Large C

ETFs
5.45K
+ 56.76%
$28.92 - $32.19 $158K - $175K
15K $502M
Neos ETF Trust
2.9K
+ 16.95%
N/A
20K $1.11B
GOOG
Alphabet Inc.

Communication Services
66
+ 3.06%
$175.16 - $255.24 $11.6K - $16.8K
2.23K $626M
VRT
Vertiv Holdings CO

Industrials
1.05K
New
N/A
1.05K $202M
PFF
Ishares Trust Ishares Pfd And

ETFs
6.36K
+ 15.57%
$30.67 - $32.13 $195K - $204K
47.2K $1.47B
Ishares Ethereum Tr
6.08K
+ 75.46%
N/A
14.1K $415M
American Healthcare
209
+ 0.76%
N/A
27.6K $1.23B
Global X Fds
7.38K
+ 50.03%
N/A
22.1K $526M
Sharplink Gaming Inc
12.5K
New
N/A
12.5K $173M
XLC
Select Sector Spdr Tr Communic

ETFs
13
+ 0.06%
$105.99 - $119.41 $1.38K - $1.55K
23.1K $2.65B
AVUV
American Centy ETF Tr Avantis

ETFs
907
+ 8.69%
$90.37 - $102.12 $82K - $92.6K
11.3K $1.11B
PANW
Palo Alto Networks Inc

Technology
4
+ 0.15%
$167.06 - $208.19 $668 - $833
2.69K $592M
PKW
Invesco Exchange Traded Fd Tr

ETFs
231
+ 1.18%
$123.59 - $132.83 $28.5K - $30.7K
19.9K $2.58B
Series Portfolios Tr
4.47K
+ 16.03%
N/A
32.4K $828M
MGK
Vanguard Mega Cap Growth ETF

ETFs
50
+ 2.21%
$362.31 - $405.74 $18.1K - $20.3K
2.31K $974M
WMT
Walmart Inc.

Consumer Defensive
520
+ 3.1%
$94.4 - $104.27 $49.1K - $54.2K
17.3K $1.75B
EEM
Ishares Msci Emerging Markets

ETFs
699
+ 7.67%
$48.07 - $53.4 $33.6K - $37.3K
9.81K $543M
HIO
Western Asset High Income Opportunity Fund Inc.

Financial Services
26.9K
+ 14.23%
$3.81 - $4.04 $102K - $109K
216K $832M
Ishares Bitcoin Trust ETF
1.44K
+ 43.86%
N/A
4.72K $294M
VO
Vanguard Mid Cap ETF

ETFs
115
+ 1.38%
$279.83 - $293.74 $32.2K - $33.8K
8.47K $2.46B
HD
Home Depot, Inc.

Consumer Cyclical
16
+ 0.28%
$357.4 - $423.42 $5.72K - $6.77K
5.69K $2.16B
LVHI
Franklin International Low Vol

ETFs
730
+ 3.26%
$32.69 - $35.19 $23.9K - $25.7K
23.1K $818M
WELL
Welltower Inc.

Real Estate
241
+ 14.77%
$150.71 - $178.14 $36.3K - $42.9K
1.87K $339M
CEG
Constellation Energy Corp

Utilities
175
+ 63.18%
$298.82 - $354.89 $52.3K - $62.1K
452 $149M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
95
+ 6.99%
$459.11 - $506.91 $43.6K - $48.2K
1.46K $709M
Activity Summary
Buys All Purchases 128 New Holdings 42 Increased Positions 86 Sells All Sells 108 Reductions 108 Sold out 0 Options Calls 0 Puts 0
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