Fortis Group Advisors, LLC Purchases in Q1 2025

Fortis Group Advisors, LLC

  • $515 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
Invesco Actively Managed Exc
24K
New
N/A
24K $612M
CGDV
Capital Group Divid Value ETF

ETFs
16.8K
+ 47.24%
$34.95 - $37.36 $586K - $627K
52.3K $1.86B
PM
Philip Morris International Inc.

Consumer Defensive
2.76K
+ 70.93%
$117.15 - $158.79 $323K - $438K
6.65K $1.06B
EYE
National Vision Holdings, Inc.

Consumer Cyclical
41.7K
New
$10.52 - $13.61 $439K - $568K
41.7K $533M
CPRI
Capri Holdings LTD

Consumer Cyclical
24.6K
New
$19.02 - $25.84 $468K - $636K
24.6K $485M
ALLY
Ally Financial Inc.

Financial Services
11.5K
New
$32.99 - $40.09 $378K - $460K
11.5K $418M
MUSI
American Centy ETF Tr Multisec

ETFs
8.02K
+ 20.67%
$42.96 - $44.13 $344K - $354K
46.8K $2.05B
PZZA
Papa Johns International Inc

Consumer Cyclical
8.24K
New
$36.01 - $51.28 $297K - $422K
8.24K $338M
GOOG
Alphabet Inc.

Communication Services
2.12K
New
$156.06 - $207.71 $331K - $441K
2.12K $332M
SPYG
Spdr Portfolio

ETFs
3.8K
New
$80.05 - $92.39 $304K - $351K
3.8K $306M
TAXF
American Centy ETF Tr Diversif

ETFs
5.55K
New
$49.19 - $50.86 $273K - $282K
5.55K $275M
Liberty Media
3.03K
+ 6062.0%
N/A
3.08K $277M
JPIE
J P Morgan Exchange Traded Fd
5.56K
New
$45.46 - $46.18 $253K - $257K
5.56K $256M
VIG
Vanguard Dividend Appreciation

ETFs
1.38K
+ 12.12%
N/A
12.8K $2.48B
First Tr Exchange Traded Fd
11.5K
New
N/A
11.5K $239M
DVN
Devon Energy Corp

Energy
6.33K
New
$33.15 - $38.55 $210K - $244K
6.33K $237M
WELL
Welltower Inc.

Real Estate
1.52K
+ 3042.0%
$124.05 - $156.86 $189K - $239K
1.57K $241M
JBBB
Janus Detroit Str Tr Henderson

ETFs
4.36K
New
$48.34 - $49.66 $211K - $216K
4.36K $212M
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
2.73K
+ 203.81%
$67.08 - $76.14 $183K - $208K
4.07K $300M
IOO
Ishares Tr Global 100 ETF

ETFs
2.12K
+ 15.49%
$96.2 - $105.12 $204K - $223K
15.8K $1.52B
CVX
Chevron Corp

Energy
49
+ 0.96%
$146.71 - $167.97 $7.19K - $8.23K
5.18K $866M
MMM
3 M CO

Industrials
424
+ 12.81%
$129.7 - $155.12 $55K - $65.8K
3.73K $548M
KO
Coca Cola CO

Consumer Defensive
903
+ 15.27%
$60.81 - $72.32 $54.9K - $65.3K
6.82K $488M
JCPB
J P Morgan Exchange Traded Fd

ETFs
2.05K
+ 40.02%
$45.56 - $47.23 $93.3K - $96.7K
7.17K $337M
VUG
Vanguard Growth ETF

ETFs
900
+ 15.24%
$369.1 - $427.61 $332K - $385K
6.81K $2.52B
LGLV
Spdr Ssga Us Large Cap Low Vol

ETFs
89
+ 1.21%
$162.48 - $175.37 $14.5K - $15.6K
7.43K $1.29B
PLNT
Planet Fitness, Inc.

Consumer Cyclical
847
+ 26.49%
$90.12 - $109.07 $76.3K - $92.4K
4.05K $391M
ED
Consolidated Edison Inc

Utilities
9
+ 0.29%
$88.0 - $110.59 $792 - $995
3.14K $348M
EEM
Ishares Msci Emerging Markets

ETFs
839
+ 6.38%
$40.81 - $45.34 $34.2K - $38K
14K $612M
ROKU
Roku, Inc

Communication Services
1.22K
+ 15.03%
$67.36 - $99.07 $82K - $121K
9.32K $656M
Invesco Galaxy Bitcoin ETF
1.75K
+ 20.9%
N/A
10.1K $834M
IVOL
Kraneshares Tr Quadratic Int R

ETFs
221
+ 0.71%
$17.61 - $18.7 $3.89K - $4.13K
31.2K $584M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
578
+ 5.82%
$49.78 - $53.19 $28.8K - $30.7K
10.5K $537M
DE
Deere & CO

Industrials
1
+ 0.16%
$408.57 - $509.27 $409 - $509
619 $290M
NJR
New Jersey Resources Corp

Utilities
7
+ 0.07%
$45.25 - $49.37 $317 - $346
10.8K $528M
HEI
Heico Corp

Industrials
1
+ 0.11%
$219.6 - $270.85 $220 - $271
889 $237M
LXRX
Lexicon Pharmaceuticals, Inc.

Healthcare
37.8K
New
$0.29 - $0.96 $11K - $36.3K
37.8K $17.4M
Peakstone Realty
456
+ 6.48%
N/A
7.5K $94.5M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
74
+ 2.61%
$95.85 - $99.25 $7.09K - $7.34K
2.91K $288M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
16
+ 0.2%
$126.11 - $135.06 $2.02K - $2.16K
7.85K $1.01B
TLRY
Tilray Brands, Inc.

Healthcare
10.3K
New
$0.59 - $1.46 $6.1K - $15.1K
10.3K $6.8M
SPYD
Spdr Portfolio S&P 500 High Di

ETFs
14
+ 0.29%
$42.18 - $45.16 $591 - $632
4.87K $216M
SPMD
Spdr Portfolio

ETFs
20
New
$50.21 - $57.73 $1K - $1.15K
20 $1.02M
BNDX
Vanguard Total International B

ETFs
21
+ 2.45%
$48.33 - $49.5 $1.01K - $1.04K
878 $42.9M
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
19
New
$40.03 - $46.81 $761 - $889
19 $774K
SCCO
Southern Copper Corp

Basic Materials
1
+ 0.66%
$85.92 - $101.48 $85.9 - $101
153 $14.3M
STIP
Ishares Barclays 0 5 Year Tips

ETFs
3
New
$100.59 - $103.47 $302 - $310
3 $310K
Amplify Alternative
11
New
N/A
11 $215K
Sandisk Corp
1
New
N/A
1 $48K
Activity Summary
Buys All Purchases 103 New Holdings 43 Increased Positions 60 Sells All Sells 114 Reductions 114 Sold out 0 Options Calls 0 Puts 0
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