Fortis Group Advisors, LLC Reduced Holdings in Q3 2024

Fortis Group Advisors, LLC

  • $541 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
MGK
Vanguard Mega Cap Growth ETF

ETFs
-33.7K
- 79.92%
$285.48 - $330.24 $9.63M - $11.1M
8.48K $2.73B
XLC
Select Sector Spdr Tr Communic

ETFs
-90K
- 96.36%
$82.16 - $90.4 $7.39M - $8.13M
3.39K $307M
SPY
Spdr S&P 500 ETF Trust

ETFs
-14.2K
- 49.67%
$517.38 - $573.86 $7.33M - $8.13M
14.4K $8.24B
QQQ
Invesco Qqq Trust, Series 1

ETFs
-14K
- 43.38%
$434.77 - $502.96 $6.11M - $7.07M
18.3K $8.95B
SPMO
Invesco ETF Tr Ii S&P 500 Mome

ETFs
-69.1K
- 31.64%
$79.58 - $91.64 $5.5M - $6.33M
149K $13.5B
KBWP
Invesco ETF Tr Ii Kbw Property

ETFs
-52.8K
- 96.79%
$100.88 - $116.06 $5.32M - $6.13M
1.75K $202M
IAK
Ishares Tr

ETFs
-48.1K
- 74.38%
$112.0 - $130.47 $5.39M - $6.28M
16.6K $2.14B
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
-70.6K
- 32.08%
$60.84 - $67.51 $4.3M - $4.77M
150K $10.1B
QQQM
Invesco Exchange Traded Fd Tr

ETFs
-16K
- 28.33%
$178.94 - $207.0 $2.86M - $3.31M
40.5K $8.13B
XLG
Invesco Exchange Traded Fd Tr

ETFs
-67.2K
- 32.32%
$42.54 - $47.97 $2.86M - $3.22M
141K $6.69B
IGM
Ishares Expanded Tech Sector E

ETFs
-19.9K
- 98.02%
$84.03 - $98.62 $1.67M - $1.96M
402 $38.6M
FDX
Fedex Corp

Industrials
-6.13K
- 99.19%
$254.64 - $313.52 $1.56M - $1.92M
50 $13.7M
DKNG
Draft Kings Inc.

Consumer Cyclical
-48.4K
- 81.87%
$29.85 - $41.1 $1.45M - $1.99M
10.7K $421M
GD
General Dynamics Corp

Industrials
-6.21K
- 99.84%
$279.51 - $308.09 $1.73M - $1.91M
10 $3.02M
BILS
Spdr Bloomberg 3 12 Month T Bi

ETFs
-17.2K
- 9.49%
$98.97 - $99.59 $1.7M - $1.72M
164K $16.4B
XLF
Financial Sector Spdr

ETFs
-42.7K
- 48.57%
$40.84 - $45.74 $1.74M - $1.95M
45.2K $2.05B
XOM
Exxon Mobil Corp

Energy
-14.3K
- 26.3%
$109.72 - $119.0 $1.56M - $1.7M
39.9K $4.68B
IWO
Ishares Russell 2000 Gwt ETF

ETFs
-8.18K
- 20.99%
$256.4 - $289.78 $2.1M - $2.37M
30.8K $8.74B
V
Visa Inc.

Financial Services
-6.2K
- 30.96%
$253.74 - $291.56 $1.57M - $1.81M
13.8K $3.8B
MA
Mastercard Inc

Financial Services
-3.42K
- 48.3%
$429.6 - $500.99 $1.47M - $1.71M
3.66K $1.8B
GOOGL
Alphabet Inc.

Communication Services
-1.52K
- 4.88%
$148.65 - $191.18 $226K - $291K
29.7K $4.93B
SHV
Ishares Tr

ETFs
-6.69K
- 26.3%
$110.05 - $110.63 $736K - $740K
18.7K $2.07B
AMZN
Amazon Com Inc

Consumer Cyclical
-820
- 1.79%
$161.02 - $200.0 $132K - $164K
45K $8.38B
EEM
Ishares Msci Emerging Markets

ETFs
-10.3K
- 99.68%
$40.42 - $46.7 $415K - $479K
33 $1.51M
BNDX
Vanguard Total International B

ETFs
-8.43K
- 90.77%
$48.42 - $50.35 $408K - $424K
857 $43.1M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
-5.76K
- 98.75%
$58.03 - $65.37 $334K - $376K
73 $4.73M
CVX
Chevron Corp

Energy
-1.83K
- 24.14%
$137.88 - $161.97 $253K - $297K
5.76K $848M
LW
Lamb Weston Holdings, Inc.

Consumer Defensive
-3.74K
- 99.6%
$53.01 - $82.74 $198K - $309K
15 $971K
PANW
Palo Alto Networks Inc

Technology
-829
- 37.33%
$294.18 - $368.01 $244K - $305K
1.39K $476M
LLY
Eli Lilly & CO

Healthcare
-192
- 4.19%
$772.14 - $960.02 $148K - $184K
4.4K $3.89B
SLV
I Shares Silver Trust

ETFs
-9.27K
- 87.05%
$24.33 - $29.38 $225K - $272K
1.38K $39.2M
Ge Healthcare
-3.01K
- 96.57%
N/A
107 $10M
BA
Boeing CO

Industrials
-1.17K
- 70.11%
$152.04 - $190.6 $177K - $222K
497 $75.6M
ROKU
Roku, Inc

Communication Services
-4.7K
- 35.27%
$51.67 - $77.48 $243K - $364K
8.63K $644M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
-2.57K
- 21.65%
$48.51 - $52.86 $125K - $136K
9.3K $491M
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
-839
- 0.88%
$100.3 - $100.74 $84.2K - $84.5K
94.9K $9.56B
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-1.89K
- 17.77%
$57.32 - $62.65 $108K - $118K
8.74K $545M
BTAL
Agf Invts Tr Agfiq Us Mkt Neut

ETFs
-3.35K
- 7.1%
$18.74 - $20.92 $62.7K - $70K
43.8K $858M
COST
Costco Wholesale Corp

Consumer Defensive
-256
- 5.35%
$801.83 - $917.05 $205K - $235K
4.53K $4.01B
MRK
Merck & Co., Inc.

Healthcare
-13
- 0.26%
$111.15 - $128.97 $1.44K - $1.68K
4.91K $558M
Tko Group Holdings Inc
-916
- 17.85%
N/A
4.22K $521M
PG
Procter & Gamble CO

Consumer Defensive
-387
- 7.38%
$160.76 - $177.82 $62.2K - $68.8K
4.86K $842M
CCJ
Cameco Corp

Energy
-113
- 1.01%
$36.9 - $53.72 $4.17K - $6.07K
11.1K $528M
FTNT
Fortinet, Inc.

Technology
-7.28K
- 22.86%
$55.39 - $77.55 $403K - $564K
24.6K $1.91B
ETR
Entergy Corp

Utilities
-172
- 50.0%
$104.75 - $131.61 $18K - $22.6K
172 $22.6M
DIS
Walt Disney CO

Communication Services
-29
- 1.09%
$85.6 - $98.61 $2.48K - $2.86K
2.63K $253M
IGV
Ishares Expanded Tech Software

ETFs
-448
- 3.19%
$77.94 - $89.37 $34.9K - $40K
13.6K $1.21B
FLMB
Franklin Muni Green Bd ETF

ETFs
-515
- 2.87%
$23.77 - $24.46 $12.2K - $12.6K
17.4K $427M
VRTS
Virtus Investment Partners, Inc.

Financial Services
-2
- 40.0%
$192.39 - $245.79 $385 - $492
3 $524K
Activity Summary
Buys All Purchases 120 New Holdings 29 Increased Positions 91 Sells All Sells 68 Reductions 68 Sold out 0 Options Calls 0 Puts 0
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