Fortis Group Advisors, LLC Portfolio Holdings
Fortis Group Advisors, LLC
- $551 Billion
- Q2 2025
Fortis Group Advisors, LLC has filed its 13F form on August 08, 2025 for Q2 2025 where it was disclosed a total value porftolio of $551 Billion distributed in 598 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Spdr Bloomberg 1 3 Month T Bil with a value of $38.1B, Invesco Qqq Trust, Series 1 with a value of $26.7B, Invesco ETF Tr Ii S&P 500 Mome with a value of $25.3B, Invesco Exchange Traded Fd Tr with a value of $20.7B, and Spdr Portfolio S&P 500 ETF (Ma with a value of $19.3B.
Examining the 13F form we can see an increase of $35.5B in the current position value, from $515B to 551B.
Fortis Group Advisors, LLC is based out at Westwood, NJ
Below you can find more details about Fortis Group Advisors, LLC portfolio as well as his latest detailed transactions.
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
Summary
- Portfolio
- No. of Stocks 598
- Current Value $551 Billion
- Prior Value $515 Billion
- Filing
- Period Q2 2025
- Filing Date August 08, 2025
- Form Type 13F-HR
- Activity in Q2 2025
- New Purchases 62 stocks
- Additional Purchases 75 stocks
- Sold out of 0 stocks
- Reduced holdings in 105 stocks