Fortis Group Advisors, LLC has filed its 13F form on October 21, 2024 for Q3 2024 where it was disclosed a total value porftolio of $541 Billion distributed in 561 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 $36.6B, T Rowe Price ETF Inc with a value of $21.8B, Utilities Sector Spdr with a value of $16.8B, Spdr Bloomberg 3 12 Month T Bi with a value of $16.4B, and Apple Inc. with a value of $16.2B.
Examining the 13F form we can see an increase of $37.5B in the current position value, from $504B to 541B.
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.
Portfolio value
$541 Billion
ETFs: $376 Billion
Technology: $38.9 Billion
Consumer Cyclical: $15.7 Billion
Communication Services: $14.6 Billion
Financial Services: $13.8 Billion
Healthcare: $9.79 Billion
Consumer Defensive: $9.71 Billion
Energy: $6.73 Billion
Other: $12.5 Billion
Stock Holdings Table Market Cap. of $2 Billions to $10 Billions
