Fortis Advisors, LLC Purchases in Q1 2025

Fortis Advisors, LLC

  • $129 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
ICOW
Pacer Fds Tr Devel Mrkts Intl

ETFs
148
+ 0.1%
$29.06 - $32.62 $4.3K - $4.83K
150K $4.78M
GLD
Spdr Gold Trust

ETFs
642
+ 16.31%
$243.19 - $288.14 $156K - $185K
4.58K $1.32M
MLPX
Global X Mlp & Energy Infrastr

ETFs
697
+ 0.79%
$59.6 - $67.2 $41.5K - $46.8K
89.3K $5.7M
VEA
Vanguard Ftse Developed Market

ETFs
175
+ 0.18%
$47.4 - $52.99 $8.3K - $9.27K
97.3K $4.98M
EPD
Enterprise Products Partners L.P.

Energy
9.47K
New
$31.75 - $34.14 $301K - $323K
9.47K $323K
XLF
Financial Sector Spdr

ETFs
5.26K
New
$47.32 - $52.19 $249K - $275K
5.26K $258K
GDXJ
Vaneck ETF Tr Jr Gold Miners E

ETFs
3.95K
New
$43.79 - $57.46 $173K - $227K
3.95K $224K
IEFA
Ishares Tr

ETFs
2.71K
New
$69.57 - $78.65 $189K - $213K
2.71K $205K
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
680
+ 1.86%
$48.65 - $53.06 $33.1K - $36.1K
37.2K $1.93M
WBD
Warner Bros. Discovery, Inc.

Communication Services
14.2K
New
$9.47 - $11.46 $134K - $163K
14.2K $152K
GS
Goldman Sachs Group Inc

Financial Services
250
+ 53.76%
$524.81 - $672.19 $131K - $168K
715 $390K
UNP
Union Pacific Corp

Industrials
400
+ 21.62%
$225.21 - $254.42 $90.1K - $102K
2.25K $531K
SO
Southern CO

Utilities
750
+ 20.13%
$80.96 - $92.96 $60.7K - $69.7K
4.48K $411K
AL
Air Lease Corp

Industrials
2K
+ 21.22%
$43.38 - $51.13 $86.8K - $102K
11.4K $551K
NEE
Nextera Energy Inc

Utilities
1.36K
+ 23.13%
$66.96 - $76.16 $90.7K - $103K
7.21K $511K
JNJ
Johnson & Johnson

Healthcare
56
+ 1.5%
$142.06 - $167.7 $7.96K - $9.39K
3.8K $630K
ENVX
Enovix Corp

Industrials
12.2K
New
$7.21 - $14.33 $88K - $175K
12.2K $89K
V
Visa Inc.

Financial Services
102
+ 6.95%
$306.92 - $362.71 $31.3K - $37K
1.57K $550K
XLV
Select Sector Spdr Fund Health

ETFs
412
+ 11.82%
$137.61 - $149.68 $56.7K - $61.7K
3.9K $563K
STIP
Ishares Barclays 0 5 Year Tips

ETFs
35
+ 0.14%
$100.59 - $103.47 $3.52K - $3.62K
25.1K $2.59M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
12
+ 1.42%
$442.66 - $534.52 $5.31K - $6.41K
856 $455K
QUAL
Ishares Msci Usa Quality Facto

ETFs
541
+ 14.81%
$168.16 - $186.21 $91K - $101K
4.19K $716K
ABBV
Abb Vie Inc.

Healthcare
139
+ 12.1%
$169.2 - $216.66 $23.5K - $30.1K
1.29K $269K
COP
Conocophillips

Energy
400
+ 11.51%
$88.6 - $105.85 $35.4K - $42.3K
3.88K $406K
MA
Mastercard Inc

Financial Services
75
+ 9.42%
$504.67 - $576.31 $37.9K - $43.2K
871 $477K
FCX
Freeport Mcmoran Inc

Basic Materials
1.6K
+ 13.25%
$34.5 - $43.01 $55.2K - $68.8K
13.7K $517K
GUNR
Flexshares Tr Morningstar Glob

ETFs
8
+ 0.04%
$36.6 - $39.56 $293 - $316
18.3K $710K
JPM
Jpmorgan Chase & CO

Financial Services
157
+ 14.52%
$225.19 - $279.95 $35.4K - $44K
1.24K $303K
C
Citigroup Inc

Financial Services
548
+ 7.31%
$67.23 - $84.63 $36.8K - $46.4K
8.05K $571K
TMO
Thermo Fisher Scientific Inc.

Healthcare
150
+ 9.63%
$497.6 - $606.74 $74.6K - $91K
1.71K $849K
META
Meta Platforms, Inc.

Communication Services
75
+ 9.27%
$576.36 - $736.67 $43.2K - $55.3K
884 $509K
SCHG
Schwab Strategic Tr Us Large C

ETFs
2.98K
+ 18.6%
$24.91 - $29.02 $74.1K - $86.3K
19K $474K
QLTA
Ishares Trust Aaa A Rated Corp

ETFs
413
+ 6.57%
$46.18 - $47.84 $19.1K - $19.8K
6.7K $317K
BWA
Borgwarner Inc

Consumer Cyclical
1.65K
+ 21.29%
$27.78 - $32.9 $45.8K - $54.3K
9.4K $269K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
17
+ 0.1%
$42.5 - $46.71 $723 - $794
16.3K $737K
ECOW
Pacer Fds Tr Emerging Markets

ETFs
372
+ 2.84%
$19.03 - $20.94 $7.08K - $7.79K
13.5K $275K
VIG
Vanguard Dividend Appreciation

ETFs
62
+ 0.21%
N/A
28.9K $5.27M
NEAR
Blackrock Short Maturity Bond

ETFs
103
+ 0.74%
$50.4 - $50.89 $5.19K - $5.24K
13.9K $709K
AMD
Advanced Micro Devices Inc

Technology
400
+ 22.86%
$96.63 - $129.55 $38.7K - $51.8K
2.15K $220K
SHV
Ishares Tr

ETFs
55
+ 0.7%
$110.11 - $110.51 $6.06K - $6.08K
7.91K $873K
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
163
+ 1.61%
$62.72 - $71.92 $10.2K - $11.7K
10.3K $646K
ICSH
Blackrock Ultra Short Term Bon

ETFs
64
+ 0.76%
$50.44 - $50.7 $3.23K - $3.24K
8.53K $432K
IUSV
Ishares Core S&P U.S. Value Et

ETFs
40
+ 0.4%
$90.0 - $96.32 $3.6K - $3.85K
9.94K $917K
Healthcare Rlty Tr
4.98K
+ 16.21%
N/A
35.7K $0
RYE
Invesco Exchange Traded Fd Tr

ETFs
658
+ 1.73%
N/A
38.8K $0
Brookfield Corp
500
+ 6.06%
N/A
8.75K $0
J P Morgan Exchange Traded F
4.1K
New
N/A
4.1K $0
DIS
Walt Disney CO

Communication Services
500
+ 11.57%
$96.87 - $114.0 $48.4K - $57K
4.82K $475K
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
44
+ 0.88%
$48.06 - $53.73 $2.11K - $2.36K
5.05K $246K
Activity Summary
Buys All Purchases 61 New Holdings 7 Increased Positions 54 Sells All Sells 31 Reductions 31 Sold out 0 Options Calls 0 Puts 0
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