Fortis Advisors, LLC Incresed Positions in Q3 2024

Fortis Advisors, LLC

  • $130 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
ICOW
Pacer Fds Tr Devel Mrkts Intl

ETFs
142K
+ 1783.62%
$29.08 - $31.84 $4.13M - $4.52M
150K $4.74M
AIRR
First Tr Vi Rba Amern Indl Ren

ETFs
45.3K
+ 1091.61%
$66.56 - $75.11 $3.02M - $3.4M
49.5K $3.69M
DBND
Doubleline ETF Tr Opportunisti

ETFs
49.9K
+ 43.02%
$44.93 - $47.6 $2.24M - $2.37M
166K $7.85M
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
38.1K
+ 57.87%
$56.04 - $62.99 $2.14M - $2.4M
104K $6.35M
CALF
Pacer Fds Tr Pacer Us Small Ca

ETFs
35K
+ 40181.61%
$42.22 - $48.62 $1.48M - $1.7M
35K $1.63M
VIG
Vanguard Dividend Appreciation

ETFs
7.44K
+ 35.45%
$182.15 - $182.15 $1.36M - $1.36M
28.4K $5.18M
MLPX
Global X Mlp & Energy Infrastr

ETFs
3.33K
+ 3.97%
$50.37 - $55.21 $168K - $184K
87.4K $4.76M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
5.3K
+ 50.1%
$41.9 - $48.26 $222K - $256K
15.9K $759K
XLK
Technology Sector Spdr

ETFs
1.12K
+ 86.71%
$197.34 - $237.68 $220K - $265K
2.4K $542K
TOTL
Ssga Active ETF Tr Spdr Doblel

ETFs
3.62K
+ 6.34%
$39.37 - $41.68 $142K - $151K
60.7K $2.51M
DGRO
Ishares Core Dividend Growth E

ETFs
3.14K
+ 96.73%
$57.47 - $62.76 $180K - $197K
6.38K $399K
JEPI
J P Morgan Exchange Traded Fd

ETFs
3.26K
+ 49.34%
$54.98 - $59.51 $179K - $194K
9.86K $586K
AAPL
Apple Inc.

Technology
4
+ 0.06%
$207.23 - $234.82 $829 - $939
7.01K $1.63M
QUAL
Ishares Msci Usa Quality Facto

ETFs
678
+ 26.16%
$162.64 - $179.3 $110K - $122K
3.27K $586K
EFV
Msci Eafe Value ETF

ETFs
2.14K
+ 147.86%
$51.72 - $57.96 $111K - $124K
3.59K $206K
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
2.27K
+ 48.05%
$49.7 - $56.11 $113K - $127K
6.98K $383K
AMD
Advanced Micro Devices Inc

Technology
700
+ 66.67%
$128.67 - $183.96 $90.1K - $129K
1.75K $287K
IUSV
Ishares Core S&P U.S. Value Et

ETFs
78
+ 0.61%
$87.56 - $95.49 $6.83K - $7.45K
12.9K $1.23M
IGRO
Ishares Tr International Divid

ETFs
1.07K
+ 40.93%
$66.7 - $75.25 $71.4K - $80.5K
3.68K $274K
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
115
+ 0.28%
$31.05 - $34.29 $3.57K - $3.94K
41.9K $1.44M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
848
+ 9.94%
$60.84 - $67.51 $51.6K - $57.2K
9.38K $633K
SCHG
Schwab Strategic Tr Us Large C

ETFs
699
+ 18.12%
$92.63 - $105.69 $64.7K - $73.9K
4.56K $474K
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
761
+ 8.82%
$52.1 - $59.66 $39.6K - $45.4K
9.39K $555K
IEFA
Ishares Tr

ETFs
556
+ 14.59%
$70.09 - $78.74 $39K - $43.8K
4.37K $340K
STIP
Ishares Barclays 0 5 Year Tips

ETFs
160
+ 0.65%
$98.99 - $101.51 $15.8K - $16.2K
24.9K $2.52M
XLV
Select Sector Spdr Fund Health

ETFs
135
+ 3.83%
$143.3 - $157.24 $19.3K - $21.2K
3.66K $564K
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
820
+ 22.73%
$44.24 - $49.47 $36.3K - $40.6K
4.43K $219K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
2
+ 0.24%
$405.19 - $478.57 $810 - $957
846 $389K
DFAT
Dimensional ETF Tr U S Target

ETFs
31
+ 0.35%
$51.0 - $57.07 $1.58K - $1.77K
8.79K $488K
IVW
Ishares S&P 500 Growth ETF

ETFs
225
+ 8.96%
$84.77 - $97.13 $19.1K - $21.9K
2.74K $261K
ECOW
Pacer Fds Tr Emerging Markets

ETFs
376
+ 2.98%
$19.18 - $22.03 $7.21K - $8.28K
13K $283K
VTI
Vanguard Total Stock Market Et

ETFs
26
+ 2.46%
$255.18 - $283.2 $6.63K - $7.36K
1.09K $307K
NEAR
Blackrock Short Maturity Bond

ETFs
173
+ 1.29%
$50.09 - $51.31 $8.67K - $8.88K
13.6K $698K
DFIV
Dimensional ETF Tr

ETFs
37
+ 0.63%
$34.66 - $38.38 $1.28K - $1.42K
5.91K $225K
SHV
Ishares Tr

ETFs
99
+ 1.3%
$110.05 - $110.63 $10.9K - $11K
7.74K $855K
ICSH
Blackrock Ultra Short Term Bon

ETFs
110
+ 1.34%
$50.32 - $50.75 $5.54K - $5.58K
8.33K $422K
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
744
+ 2.12%
$44.66 - $49.15 $33.2K - $36.6K
35.8K $1.69M
Healthcare Rlty Tr
11.4K
+ 60.88%
N/A
30.2K $0
RYE
Invesco Exchange Traded Fd Tr

ETFs
6.32K
+ 20.18%
N/A
37.6K $0
MSFT
Microsoft Corp

Technology
67
+ 2.86%
$395.15 - $467.56 $26.5K - $31.3K
2.41K $1.04M
Activity Summary
Buys All Purchases 44 New Holdings 3 Increased Positions 41 Sells All Sells 22 Reductions 22 Sold out 0 Options Calls 1 Puts 0
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