Fortis Group Advisors, LLC Purchases in Q4 2024

Fortis Group Advisors, LLC

  • $537 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
COP
Conocophillips

Energy
157
+ 253.23%
$95.12 - $114.72 $14.9K - $18K
219 $21.7M
PECO
Phillips Edison & Company, Inc.

Real Estate
300
New
$35.96 - $39.8 $10.8K - $11.9K
300 $11.2M
Lam Research
150
New
N/A
150 $10.8M
XEL
Xcel Energy Inc

Utilities
11
+ 0.3%
$62.16 - $72.92 $684 - $802
3.66K $247M
TGT
Target Corp

Consumer Defensive
60
+ 260.87%
$121.59 - $160.69 $7.3K - $9.64K
83 $11.2M
EPD
Enterprise Products Partners L.P.

Energy
150
New
$28.66 - $34.43 $4.3K - $5.16K
150 $4.7M
ETR
Entergy Corp

Utilities
172
+ 100.0%
$73.19 - $156.4 $12.6K - $26.9K
344 $26.1M
Ashford Hospitality
1
New
N/A
1 $7K
SCHO
Schwab Short Term Us Treasury

ETFs
201
+ 100.0%
$24.06 - $48.88 $4.84K - $9.82K
402 $9.67M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
13
+ 0.17%
$126.68 - $134.74 $1.65K - $1.75K
7.83K $999M
NJR
New Jersey Resources Corp

Utilities
8
+ 0.07%
$45.17 - $51.61 $361 - $413
10.8K $502M
Peakstone Realty
763
+ 12.15%
N/A
7.04K $78M
IWN
Ishares Russell2000 Val ETF

ETFs
267
+ 1.31%
$162.69 - $181.35 $43.4K - $48.4K
20.7K $3.4B
GTO
Invesco Actively Managed ETF T

ETFs
106
+ 1.22%
$46.33 - $48.41 $4.91K - $5.13K
8.82K $409M
LGLV
Spdr Ssga Us Large Cap Low Vol

ETFs
96
+ 1.33%
$164.89 - $177.66 $15.8K - $17.1K
7.34K $1.21B
MSFT
Microsoft Corp

Technology
208
+ 1.7%
$406.35 - $454.46 $84.5K - $94.5K
12.5K $5.26B
MMM
3 M CO

Industrials
21
+ 0.64%
$124.74 - $137.12 $2.62K - $2.88K
3.31K $427M
TSCO
Tractor Supply CO

Consumer Cyclical
4K
+ 400.0%
$52.59 - $303.74 $210K - $1.21M
5K $265M
FLLV
Franklin Templeton ETF Tr
324
+ 1.82%
N/A
18.1K $1B
USMV
Ishares Msci Usa Min Vol Facto

ETFs
190
+ 0.95%
$88.59 - $94.57 $16.8K - $18K
20.2K $1.79B
ED
Consolidated Edison Inc

Utilities
9
+ 0.29%
$88.87 - $107.38 $800 - $966
3.13K $280M
AWK
American Water Works Company, Inc.

Utilities
4
+ 0.15%
$123.83 - $146.07 $495 - $584
2.6K $323M
HD
Home Depot, Inc.

Consumer Cyclical
4
+ 0.07%
$385.02 - $431.37 $1.54K - $1.73K
5.97K $2.32B
SCHG
Schwab Strategic Tr Us Large C

ETFs
10.2K
+ 110.85%
$25.93 - $105.3 $264K - $1.07M
19.4K $540M
UNH
Unitedhealth Group Inc

Healthcare
57
+ 0.95%
$485.52 - $625.25 $27.7K - $35.6K
6.04K $3.06B
Activity Summary
Buys All Purchases 126 New Holdings 33 Increased Positions 93 Sells All Sells 72 Reductions 72 Sold out 0 Options Calls 0 Puts 0
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