Fortis Advisors, LLC Purchases and Sells in Q1 2025

Fortis Advisors, LLC

$129 Million
Q1 2025

Top Buys

Incresed Positions

54 operations

Stock	Shares change	Price Range	Shares Held	Trade History
ICOW	148 + 0.1%	$29.06 - $32.62 $4.3K - $4.83K	150K $4.78M
GLD	642 + 16.31%	$243.19 - $288.14 $156K - $185K	4.58K $1.32M
MLPX	697 + 0.79%	$59.6 - $67.2 $41.5K - $46.8K	89.3K $5.7M
VEA	175 + 0.18%	$47.4 - $52.99 $8.3K - $9.27K	97.3K $4.98M
AMLP	680 + 1.86%	$48.65 - $53.06 $33.1K - $36.1K	37.2K $1.93M
MOO	16 + 0.03%	$64.47 - $70.13 $1.03K - $1.12K	45.8K $3.1M

New Holdings

7 operations

Stock	Shares change	Price Range	Shares Held	Trade History
EPD	9.47K New	$31.75 - $34.14 $301K - $323K	9.47K $323K
XLF	5.26K New	$47.32 - $52.19 $249K - $275K	5.26K $258K
GDXJ	3.95K New	$43.79 - $57.46 $173K - $227K	3.95K $224K
IEFA	2.71K New	$69.57 - $78.65 $189K - $213K	2.71K $205K
WBD	14.2K New	$9.47 - $11.46 $134K - $163K	14.2K $152K
ENVX	12.2K New	$7.21 - $14.33 $88K - $175K	12.2K $89K

Top Sells

Reduced Positions

31 operations

Stock	Shares change	Price Range	Shares Held	Trade History
EWJ	-7.84K - 20.19%	$65.24 - $71.7 $512K - $562K	31K $2.15M
SCHP	-22.5K - 10.61%	$25.69 - $26.89 $578K - $605K	189K $5.07M
DFAC	-8.76K - 20.83%	$32.42 - $36.13 $284K - $316K	33.3K $1.1M
SOFI	-13.3K - 29.74%	$11.18 - $18.03 $148K - $239K	31.3K $364K
CALF	-87 - 0.24%	$36.64 - $45.76 $3.19K - $3.98K	35.5K $1.33M
FDX	-458 - 30.37%	$230.33 - $281.53 $105K - $129K	1.05K $255K

Activity Summary All Purchases 61 New Holdings 7 Increased Positions 54 All Sells 31 Reductions 31 Sold out 0 Calls 0 Puts 0

Track This Portfolio

Portfolio Update

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

News

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