Fortis Advisors, LLC Purchases in Q4 2024

Fortis Advisors, LLC

  • $128 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
FHI
Federated Hermes, Inc.

Financial Services
17.7K
New
$36.01 - $43.31 $636K - $766K
17.7K $726K
MLPX
Global X Mlp & Energy Infrastr

ETFs
1.21K
+ 1.39%
$54.89 - $64.32 $66.6K - $78K
88.6K $5.35M
AIRR
First Tr Vi Rba Amern Indl Ren

ETFs
4.17K
+ 8.43%
$73.49 - $86.09 $306K - $359K
53.6K $4.13M
QLTA
Ishares Trust Aaa A Rated Corp

ETFs
6.29K
New
$46.69 - $49.2 $294K - $309K
6.29K $294K
GS
Goldman Sachs Group Inc

Financial Services
465
New
$486.1 - $608.57 $226K - $283K
465 $266K
JPM
Jpmorgan Chase & CO

Financial Services
1.08K
New
$205.18 - $250.29 $222K - $271K
1.08K $259K
XLK
Technology Sector Spdr

ETFs
685
+ 28.51%
$220.26 - $241.44 $151K - $165K
3.09K $718K
C
Citigroup Inc

Financial Services
1.35K
+ 21.95%
$61.31 - $72.5 $82.8K - $97.9K
7.5K $527K
AAPL
Apple Inc.

Technology
18
+ 0.26%
$221.69 - $259.02 $3.99K - $4.66K
7.02K $1.76M
SO
Southern CO

Utilities
1.4K
+ 60.22%
$81.5 - $94.15 $114K - $132K
3.73K $306K
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
710
+ 7.56%
$58.39 - $67.04 $41.5K - $47.6K
10.1K $640K
VIG
Vanguard Dividend Appreciation

ETFs
416
+ 1.46%
N/A
28.9K $5.26M
DGRO
Ishares Core Dividend Growth E

ETFs
1.29K
+ 20.2%
$60.73 - $64.94 $78.2K - $83.6K
7.66K $470K
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
708
+ 1.98%
$46.48 - $51.32 $32.9K - $36.3K
36.6K $1.76M
QUAL
Ishares Msci Usa Quality Facto

ETFs
382
+ 11.68%
$176.42 - $186.91 $67.4K - $71.4K
3.65K $650K
IGRO
Ishares Tr International Divid

ETFs
1.16K
+ 31.41%
$67.76 - $74.48 $78.4K - $86.2K
4.84K $328K
IVW
Ishares S&P 500 Growth ETF

ETFs
360
+ 13.16%
$94.43 - $105.47 $34K - $38K
3.1K $314K
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
583
+ 13.17%
$49.03 - $53.35 $28.6K - $31.1K
5.01K $256K
XAR
Spdr S&P Aerospace & Defense E

ETFs
13
+ 0.34%
$153.8 - $176.52 $2K - $2.29K
3.81K $630K
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
225
+ 2.4%
$66.77 - $71.52 $15K - $16.1K
9.61K $662K
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
198
+ 2.84%
$53.94 - $58.15 $10.7K - $11.5K
7.18K $404K
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
121
+ 0.29%
$33.92 - $36.6 $4.1K - $4.43K
42K $1.45M
FDX
Fedex Corp

Industrials
8
+ 0.53%
$260.5 - $305.15 $2.08K - $2.44K
1.51K $424K
VFVA
Vanguard Wellington Fd U S Val

ETFs
584
+ 2.24%
$117.34 - $130.02 $68.5K - $75.9K
26.7K $3.16M
XBI
Spdr Ser Tr Spdr S&P Biotech E

ETFs
650
+ 12.26%
$89.81 - $104.0 $58.4K - $67.6K
5.95K $535K
BBUS
J P Morgan Exchg Traded Fd

ETFs
27
+ 0.78%
$102.46 - $110.17 $2.77K - $2.97K
3.5K $371K
EFV
Msci Eafe Value ETF

ETFs
562
+ 15.66%
$51.78 - $57.15 $29.1K - $32.1K
4.15K $217K
VTI
Vanguard Total Stock Market Et

ETFs
7
+ 0.65%
$280.04 - $302.45 $1.96K - $2.12K
1.09K $316K
SHV
Ishares Tr

ETFs
117
+ 1.51%
$109.92 - $110.57 $12.9K - $12.9K
7.85K $864K
NEE
Nextera Energy Inc

Utilities
957
+ 19.53%
$69.77 - $85.43 $66.8K - $81.8K
5.86K $419K
ICSH
Blackrock Ultra Short Term Bon

ETFs
141
+ 1.69%
$50.35 - $50.69 $7.1K - $7.15K
8.47K $426K
DFAT
Dimensional ETF Tr U S Target

ETFs
34
+ 0.39%
$54.54 - $61.04 $1.85K - $2.08K
8.82K $490K
NEAR
Blackrock Short Maturity Bond

ETFs
219
+ 1.61%
$50.28 - $51.08 $11K - $11.2K
13.8K $699K
Dolphin Entmt Inc
20K
New
N/A
20K $0
Healthcare Rlty Tr
498
+ 1.65%
N/A
30.7K $0
RYE
Invesco Exchange Traded Fd Tr

ETFs
486
+ 1.29%
N/A
38.1K $0
RYT
Invesco S&P 500 Equal Weight T

ETFs
1.72K
+ 2.89%
N/A
61.4K $0
VUSB
Vanguard Bd Index Fds
1.8K
+ 0.51%
N/A
356K $0
STIP
Ishares Barclays 0 5 Year Tips

ETFs
151
+ 0.61%
$100.24 - $101.35 $15.1K - $15.3K
25K $2.52M
IAC
Iac/Inter Active Corp

Communication Services
1.83K
+ 23.32%
$41.75 - $55.1 $76.2K - $101K
9.65K $416K
JEPI
J P Morgan Exchange Traded Fd

ETFs
196
+ 1.99%
$57.53 - $60.83 $11.3K - $11.9K
10.1K $578K
MSFT
Microsoft Corp

Technology
15
+ 0.62%
$406.35 - $454.46 $6.1K - $6.82K
2.42K $1.02M
DFIV
Dimensional ETF Tr

ETFs
58
+ 0.98%
$34.86 - $37.97 $2.02K - $2.2K
5.97K $211K
SCHP
Schwab Strategic Us Tips ETF

ETFs
110K
+ 107.0%
$25.74 - $53.78 $2.82M - $5.89M
212K $5.47M
FUTY
Fidelity Covington Tr Msci Uti

ETFs
30
+ 0.5%
$48.17 - $53.38 $1.45K - $1.6K
6.05K $294K
SCHO
Schwab Short Term Us Treasury

ETFs
49.2K
+ 101.96%
$24.06 - $48.88 $1.18M - $2.41M
97.5K $2.35M
ECOW
Pacer Fds Tr Emerging Markets

ETFs
131
+ 1.01%
$19.41 - $22.68 $2.54K - $2.97K
13.1K $254K
SCHG
Schwab Strategic Tr Us Large C

ETFs
11.4K
+ 250.98%
$25.93 - $105.3 $297K - $1.2M
16K $445K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
378
+ 2.38%
$44.04 - $49.49 $16.6K - $18.7K
16.3K $715K
Activity Summary
Buys All Purchases 62 New Holdings 5 Increased Positions 57 Sells All Sells 17 Reductions 17 Sold out 0 Options Calls 0 Puts 0
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