Fortis Advisors, LLC Purchases and Sells in Q2 2025

Fortis Advisors, LLC

$131 Million
Q2 2025

Top Buys

Incresed Positions

22 operations

Stock	Shares change	Price Range	Shares Held	Trade History
IEFA	6.36K + 234.54%	$67.83 - $84.09 $431K - $534K	9.07K $756K
ICOW	1.45K + 0.97%	$27.79 - $34.16 $40.4K - $49.6K	152K $5.17M
SCHG	2.94K + 15.48%	$22.27 - $29.21 $65.4K - $85.8K	21.9K $639K
DIS	200 + 4.15%	$81.72 - $124.01 $16.3K - $24.8K	5.02K $622K
DGRO	947 + 15.15%	$55.22 - $63.94 $52.3K - $60.6K	7.2K $460K
VWO	46 + 0.28%	$39.89 - $49.46 $1.83K - $2.28K	16.3K $807K

New Holdings

10 operations

Stock	Shares change	Price Range	Shares Held	Trade History
IEMG	11.1K New	N/A	11.1K $596K
EFA	5.67K New	$72.96 - $90.39 $414K - $512K	5.67K $506K
EFV	5.36K New	$52.4 - $64.65 $281K - $347K	5.36K $340K
MXI	2.94K New	$71.63 - $86.87 $211K - $255K	2.94K $251K
LQD	2.09K New	$105.23 - $109.61 $219K - $229K	2.09K $228K
SRAD	8K New	$20.32 - $28.08 $163K - $225K	8K $224K

Top Sells

Reduced Positions

51 operations

Stock	Shares change	Price Range	Shares Held	Trade History
VFVA	-12.4K - 46.06%	$97.51 - $118.42 $1.21M - $1.47M	14.5K $1.71M
AMLP	-23.2K - 62.4%	$45.07 - $52.57 $1.05M - $1.22M	14K $684K
IUSV	-4.94K - 49.7%	$81.46 - $94.63 $402K - $467K	5K $473K
GUNR	-8.41K - 45.93%	$33.77 - $41.16 $284K - $346K	9.9K $397K
KDP	-5K - 24.17%	$32.56 - $35.71 $163K - $179K	15.7K $518K
BSV	-3.03K - 2.05%	$77.74 - $78.78 $235K - $238K	144K $11.4M

Activity Summary All Purchases 32 New Holdings 10 Increased Positions 22 All Sells 51 Reductions 51 Sold out 0 Calls 0 Puts 0

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