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
TDC
Teradata Corp

Technology
-1
- 0.79%
$24.51 - $34.97 $24.5 - $35
126 $3.82M
NCR
Ncr Corp

Technology
-1
- 0.79%
N/A
126 $1.71M
WBD
Warner Bros. Discovery, Inc.

Communication Services
-85
- 3.95%
$6.71 - $8.78 $570 - $746
2.07K $17M
CL
Colgate Palmolive CO

Consumer Defensive
-15
- 0.52%
$95.54 - $108.77 $1.43K - $1.63K
2.86K $297M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-8
- 0.81%
$475.2 - $527.7 $3.8K - $4.22K
978 $516M
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
-56
- 2.37%
$138.85 - $182.81 $7.78K - $10.2K
2.31K $410M
AWK
American Water Works Company, Inc.

Utilities
-13
- 0.5%
$127.76 - $149.9 $1.66K - $1.95K
2.59K $379M
FLLV
Franklin Templeton ETF Tr
-417
- 2.29%
N/A
17.8K $1.03B
VIG
Vanguard Dividend Appreciation

ETFs
-74
- 1.45%
$182.15 - $182.15 $13.5K - $13.5K
5.04K $999M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-5
- 0.35%
$405.19 - $478.57 $2.03K - $2.39K
1.43K $658M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
-333
- 1.64%
$83.76 - $91.82 $27.9K - $30.6K
20K $1.83B
PEG
Public Service Enterprise Group Inc

Utilities
-28
- 0.25%
$73.58 - $89.21 $2.06K - $2.5K
11.1K $994M
META
Meta Platforms, Inc.

Communication Services
-249
- 4.02%
$453.41 - $572.44 $113K - $143K
5.94K $3.4B
AXP
American Express CO

Financial Services
-739
- 5.66%
$225.92 - $271.17 $167K - $200K
12.3K $3.34B
PSA
Public Storage

Real Estate
-243
- 4.52%
$283.13 - $365.01 $68.8K - $88.7K
5.13K $1.87B
HD
Home Depot, Inc.

Consumer Cyclical
-41
- 0.68%
$333.64 - $405.2 $13.7K - $16.6K
5.97K $2.42B
UNH
Unitedhealth Group Inc

Healthcare
-88
- 1.45%
$488.01 - $604.18 $42.9K - $53.2K
5.99K $3.5B
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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