Fortis Group Advisors, LLC Closed Holding Positions

Fortis Group Advisors, LLC

  • $551 Billion
  • Q2 2025
Stock Closed Quarter Shares Sold Price Range Trade History
DBA
Invesco Db Agriculture Fund

ETFs
Q1 2023 Filed on May 26, 2023
118,495
$19.36 - $20.68 $2.29M - $2.45M
NEE
Nextera Energy Inc

Utilities
Q1 2023 Filed on May 26, 2023
19,578
$69.87 - $85.74 $1.37M - $1.68M
SO
Southern CO

Utilities
Q1 2023 Filed on May 26, 2023
16,014
$62.32 - $72.5 $998K - $1.16M
ENB
Enbridge Inc

Energy
Q1 2023 Filed on May 26, 2023
7,897
$36.45 - $41.94 $288K - $331K
EQIX
Equinix Inc

Real Estate
Q1 2023 Filed on May 26, 2023
416
$660.62 - $752.98 $275K - $313K
ONEM
1 Life Healthcare Inc

Healthcare
Q1 2023 Filed on May 26, 2023
11,967
$0.0 - $16.61 $0 - $199K
TDOC
Teladoc Health, Inc.

Healthcare
Q1 2023 Filed on May 26, 2023
9,864
$22.27 - $33.2 $220K - $327K
AMGN
Amgen Inc

Healthcare
Q1 2023 Filed on May 26, 2023
992
$225.79 - $275.2 $224K - $273K
QCOM
Qualcomm Inc

Technology
Q1 2023 Filed on May 26, 2023
2,820
$107.2 - $138.46 $302K - $390K
JPC
Nuveen Preferred & Income Opportunities Fund

Financial Services
Q1 2023 Filed on May 26, 2023
33,347
$6.06 - $8.03 $202K - $268K
HUM
Humana Inc

Healthcare
Q1 2023 Filed on May 26, 2023
1,092
$476.57 - $513.28 $520K - $561K
PCH
Potlatchdeltic Corp

Real Estate
Q1 2023 Filed on May 26, 2023
15,128
$43.21 - $49.83 $654K - $754K
SFM
Sprouts Farmers Market, Inc.

Consumer Defensive
Q1 2023 Filed on May 26, 2023
19,493
$30.12 - $35.03 $587K - $683K
ZEN
Zendesk, Inc.

Technology
Q1 2023 Filed on May 26, 2023
15,296
N/A
KEY
Keycorp

Financial Services
Q1 2023 Filed on May 26, 2023
12,533
$11.27 - $20.05 $141K - $251K
VLO
Valero Energy Corp

Energy
Q1 2023 Filed on May 26, 2023
7,070
$119.51 - $149.96 $845K - $1.06M
EWT
Ishares Inc Msci Taiwan ETF

ETFs
Q1 2023 Filed on May 26, 2023
33,655
$40.36 - $45.89 $1.36M - $1.54M
SPTS
Spdr Portfolio Short Term Trea

ETFs
Q1 2023 Filed on May 26, 2023
527,786
$28.64 - $29.36 $15.1M - $15.5M
GSLC
Goldman Sachs ETF Tr Activebet

ETFs
Q1 2023 Filed on May 26, 2023
7,250
$75.47 - $82.67 $547K - $599K
FISR
Ssga Active Tr Spdr Ssga Fixed

ETFs
Q1 2023 Filed on May 26, 2023
9,062
$25.35 - $26.69 $230K - $242K
HTA
Healthcare Trust Of America, Inc.

Real Estate
Q1 2023 Filed on May 26, 2023
7,867
N/A
TOTL
Ssga Active ETF Tr Spdr Doblel

ETFs
Q1 2023 Filed on May 26, 2023
24,696
$39.94 - $41.62 $986K - $1.03M
HYDW
Dbx ETF Tr X Trackers Low Beta

ETFs
Q1 2023 Filed on May 26, 2023
4,950
$44.08 - $46.22 $218K - $229K
VNLA
Janus Henderson Short Duration

ETFs
Q1 2023 Filed on May 26, 2023
15,470
$47.47 - $47.88 $734K - $741K
VER
Vereit, Inc.

Real Estate
Q1 2023 Filed on May 26, 2023
14,664
N/A
EXR
Extra Space Storage Inc.

Real Estate
Q1 2023 Filed on May 26, 2023
2,718
$141.03 - $169.11 $383K - $460K
CXP
Columbia Property Trust, Inc.

Real Estate
Q1 2023 Filed on May 26, 2023
11,216
N/A
IVW
Ishares S&P 500 Growth ETF

ETFs
Q1 2023 Filed on May 26, 2023
1,183
$57.25 - $63.89 $67.7K - $75.6K
ZM
Zoom Video Communications, Inc.

Technology
Q1 2023 Filed on May 26, 2023
3,377
$65.62 - $84.66 $222K - $286K
SH
Proshares Short S&P500 New (De

ETFs
Q1 2023 Filed on May 26, 2023
27,000
$14.77 - $16.16 $399K - $436K
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
Q1 2023 Filed on May 26, 2023
1,228
$433.1 - $497.12 $532K - $610K
IUSG
Ishares Core S&P U.S Growth Et

ETFs
Q1 2023 Filed on May 26, 2023
3,000
$79.81 - $88.77 $239K - $266K
ZVO
Zovio Inc

Consumer Defensive
Q1 2023 Filed on May 26, 2023
14,000
N/A
VMO
Invesco Municipal Opportunity Trust

Financial Services
Q1 2023 Filed on May 26, 2023
11,052
$9.33 - $10.18 $103K - $113K
FSLY
Fastly, Inc.

Technology
Q1 2023 Filed on May 26, 2023
5,116
$8.08 - $17.76 $41.3K - $90.9K
ZNGA
Zynga Inc.

Communication Services
Q1 2023 Filed on May 26, 2023
27,946
N/A
SPIP
Spdr Ser Tr Spdr Portfolio Tip

ETFs
Q1 2023 Filed on May 26, 2023
9,241
$25.69 - $26.67 $237K - $246K
TER
Teradyne, Inc

Technology
Q1 2023 Filed on May 26, 2023
12,787
$85.93 - $111.54 $1.1M - $1.43M
ETN
Eaton Corp PLC

Industrials
Q1 2023 Filed on May 26, 2023
6,841
$151.86 - $177.55 $1.04M - $1.21M
GH
Guardant Health, Inc.

Healthcare
Q1 2023 Filed on May 26, 2023
7,907
$22.92 - $33.76 $181K - $267K
INTU
Intuit Inc

Technology
Q1 2023 Filed on May 26, 2023
2,338
$375.62 - $452.16 $878K - $1.06M
DDD
3 D Systems Corp

Technology
Q1 2023 Filed on May 26, 2023
15,397
$7.49 - $12.39 $115K - $191K
TTOO
T2 Biosystems, Inc.

Healthcare
Q1 2023 Filed on May 26, 2023
14,450
$0.46 - $2.04 $6.65K - $29.5K
GSY
Invesco Actively Mngd ETF Tr U

ETFs
Q1 2023 Filed on May 26, 2023
8,951
$49.44 - $49.77 $443K - $445K
MHK
Mohawk Industries Inc

Consumer Cyclical
Q1 2023 Filed on May 26, 2023
2,250
$94.35 - $127.76 $212K - $287K
DGRO
Ishares Core Dividend Growth E

ETFs
Q1 2023 Filed on May 26, 2023
5,100
$47.94 - $51.79 $244K - $264K
PDD
Pinduoduo Inc.

Consumer Cyclical
Q1 2023 Filed on May 26, 2023
21,645
$71.68 - $104.68 $1.55M - $2.27M
SPTI
Spdr Ser Tr Spdr Portfolio Int

ETFs
Q1 2023 Filed on May 26, 2023
50,398
$27.87 - $29.16 $1.4M - $1.47M
BP
Bp PLC

Energy
Q1 2023 Filed on May 26, 2023
11,527
$33.78 - $41.02 $389K - $473K
Track This Portfolio

Track Fortis Group Advisors, LLC Portfolio

Follow Fortis Group Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Fortis Group Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Fortis Group Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email