Fortis Group Advisors, LLC Sells in Q2 2025

Fortis Group Advisors, LLC

  • $551 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
RSP
Invesco S&P 500 Equal Weight E

ETFs
-44.5K
- 50.41%
$152.93 - $181.74 $6.81M - $8.09M
43.8K $8.04B
XLV
Select Sector Spdr Fund Health

ETFs
-43.6K
- 99.72%
$128.77 - $144.3 $5.61M - $6.29M
124 $16.7M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-9.82K
- 87.84%
$483.48 - $539.8 $4.75M - $5.3M
1.36K $649M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
-52.8K
- 11.28%
$91.43 - $91.74 $4.83M - $4.85M
416K $38.1B
IAU
Ishares Gold Trust

ETFs
-80.1K
- 51.02%
$56.1 - $64.74 $4.49M - $5.18M
76.9K $4.77B
PINK
Simplify Exchange Traded Fds S

ETFs
-150K
- 73.43%
$26.92 - $30.05 $4.04M - $4.51M
54.3K $1.58B
Series Portfolios Tr
-170K
- 85.93%
N/A
27.9K $714M
XLP
Consumer Staples Sector Spdr

ETFs
-49.5K
- 51.15%
N/A
47.3K $3.77B
T Rowe Price ETF Inc
-151K
- 44.11%
N/A
191K $7B
FDL
First Tr Morningstar Dividend

ETFs
-86.8K
- 52.62%
$38.19 - $43.19 $3.31M - $3.75M
78.1K $3.3B
AAPL
Apple Inc.

Technology
-11.5K
- 17.29%
$172.42 - $223.89 $1.98M - $2.57M
54.9K $11.4B
XLY
Select Sector Spdr Consumer Di

ETFs
-16.4K
- 99.71%
$176.34 - $218.59 $2.89M - $3.58M
48 $10.4M
IWO
Ishares Russell 2000 Gwt ETF

ETFs
-13.9K
- 47.51%
$224.16 - $285.86 $3.12M - $3.98M
15.4K $4.46B
TLT
Ishares Barclays 20+ Year Trea

ETFs
-24K
- 28.76%
$83.97 - $92.85 $2.01M - $2.23M
59.4K $5.17B
GLD
Spdr Gold Trust

ETFs
-10.2K
- 22.01%
$273.71 - $316.29 $2.79M - $3.22M
36.1K $10.9B
QUAL
Ishares Msci Usa Quality Facto

ETFs
-15.1K
- 46.14%
$152.42 - $182.82 $2.3M - $2.76M
17.6K $3.24B
XLU
Utilities Sector Spdr

ETFs
-32.2K
- 42.55%
$73.09 - $82.77 $2.35M - $2.66M
43.5K $3.72B
XLI
Industrial Sector Spdr

ETFs
-14.2K
- 51.92%
$116.42 - $147.52 $1.66M - $2.1M
13.2K $2B
VO
Vanguard Mid Cap ETF

ETFs
-6.95K
- 45.42%
$228.54 - $279.83 $1.59M - $1.95M
8.36K $2.39B
MCD
Mcdonalds Corp

Consumer Cyclical
-4.97K
- 89.49%
$285.55 - $321.23 $1.42M - $1.6M
583 $170M
COST
Costco Wholesale Corp

Consumer Defensive
-1.64K
- 47.25%
$908.13 - $1056.85 $1.48M - $1.73M
1.83K $1.72B
EPOL
Ishares Tr Msci Poland ETF

ETFs
-55.2K
- 69.7%
$24.54 - $32.26 $1.36M - $1.78M
24K $762M
DVY
Ishares Tr

ETFs
-10.8K
- 52.98%
$118.37 - $134.86 $1.27M - $1.45M
9.55K $1.29B
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
-3.9K
- 28.7%
$376.48 - $440.65 $1.47M - $1.72M
9.69K $4.27B
EWG
Ishares Msci Germany ETF

ETFs
-38.8K
- 75.86%
$33.22 - $42.57 $1.29M - $1.65M
12.4K $508M
XLC
Select Sector Spdr Tr Communic

ETFs
-15.9K
- 40.74%
$86.13 - $108.53 $1.37M - $1.72M
23.1K $2.48B
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
-12.7K
- 17.19%
$100.35 - $100.71 $1.27M - $1.28M
61.1K $6.16B
TBIL
Rbb Fd Inc Us Treas 3 Month Bi
-25.2K
- 24.17%
N/A
79K $3.95B
IWN
Ishares Russell2000 Val ETF

ETFs
-8.36K
- 41.39%
$131.84 - $157.76 $1.1M - $1.32M
11.8K $1.9B
AVUS
American Centy ETF Tr Avantis

ETFs
-14.2K
- 43.94%
$81.38 - $100.82 $1.16M - $1.44M
18.2K $1.87B
XLF
Financial Sector Spdr

ETFs
-23.7K
- 21.73%
$43.92 - $52.37 $1.04M - $1.24M
85.4K $4.47B
SHY
Ishares Barclays 1 3 Year Trea

ETFs
-9.37K
- 12.11%
$82.21 - $83.12 $770K - $779K
68K $5.61B
T
At&T Inc.

Communication Services
-25.9K
- 25.64%
$26.33 - $28.94 $681K - $748K
75K $2.07B
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-5.61K
- 71.45%
$114.78 - $133.31 $644K - $747K
2.24K $299M
IAK
Ishares Tr

ETFs
-3.84K
- 39.14%
$122.44 - $138.47 $470K - $531K
5.96K $760M
VIG
Vanguard Dividend Appreciation

ETFs
-3.61K
- 28.18%
N/A
9.2K $1.89B
AAAU
Goldman Sachs Physical Gold ETF

ETFs
-23K
- 17.68%
$29.44 - $33.91 $678K - $781K
107K $3.48B
LLY
Eli Lilly & CO

Healthcare
-343
- 12.74%
$713.71 - $898.95 $245K - $308K
2.35K $1.75B
ED
Consolidated Edison Inc

Utilities
-3.09K
- 98.41%
$98.05 - $113.3 $303K - $350K
50 $5.02M
GOOGL
Alphabet Inc.

Communication Services
-10.7K
- 23.27%
$144.7 - $178.6 $1.55M - $1.91M
35.3K $6.78B
VZ
Verizon Communications Inc

Communication Services
-6.36K
- 24.27%
$41.67 - $45.62 $265K - $290K
19.8K $851M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-2.87K
- 98.45%
$96.84 - $99.46 $278K - $285K
45 $4.46M
INTC
Intel Corp

Technology
-12K
- 88.22%
$18.13 - $22.69 $217K - $272K
1.6K $35.9M
Liberty Media
-3.03K
- 98.38%
N/A
50 $5.23M
UPS
United Parcel Service Inc

Industrials
-2.21K
- 89.84%
$91.92 - $110.2 $203K - $244K
250 $25.2M
V
Visa Inc.

Financial Services
-462
- 3.34%
$308.27 - $373.31 $142K - $172K
13.4K $4.62B
CMCSA
Comcast Corp

Communication Services
-5.66K
- 81.59%
$32.84 - $36.72 $186K - $208K
1.28K $45.5M
ALLY
Ally Financial Inc.

Financial Services
-5.83K
- 50.85%
$30.09 - $38.95 $175K - $227K
5.63K $213M
MA
Mastercard Inc

Financial Services
-413
- 12.32%
$479.92 - $590.74 $198K - $244K
2.94K $1.67B
Activity Summary
Buys All Purchases 137 New Holdings 62 Increased Positions 75 Sells All Sells 105 Reductions 105 Sold out 0 Options Calls 0 Puts 0
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