Fortis Advisors, LLC Incresed Positions in Q3 2025

Fortis Advisors, LLC

  • $142 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
VTI
Vanguard Total Stock Market Et

ETFs
8.43K
+ 865.98%
$303.93 - $329.86 $2.56M - $2.78M
9.4K $3.08M
DBND
Doubleline ETF Tr Opportunisti

ETFs
50.6K
+ 32.03%
$45.57 - $46.76 $2.31M - $2.37M
209K $9.71M
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
3.59K
+ 4.92%
$50.79 - $76.4 $182K - $274K
76.6K $5.85M
ICOW
Pacer Fds Tr Devel Mrkts Intl

ETFs
24.8K
+ 16.31%
$33.78 - $36.74 $837K - $910K
177K $6.43M
VEA
Vanguard Ftse Developed Market

ETFs
9.25K
+ 9.51%
$56.02 - $60.3 $518K - $557K
106K $6.38M
SCHP
Schwab Strategic Us Tips ETF

ETFs
26.8K
+ 14.22%
$26.44 - $27.1 $708K - $726K
215K $5.8M
FHI
Federated Hermes, Inc.

Financial Services
11.4K
+ 64.21%
$44.78 - $54.1 $508K - $614K
29K $1.51M
IEFA
Ishares Tr

ETFs
6.71K
+ 74.0%
$81.7 - $87.53 $548K - $587K
15.8K $1.38M
IEMG
Ishares Inc

ETFs
10.5K
+ 94.48%
N/A
21.6K $1.16M
GLD
Spdr Gold Trust

ETFs
165
+ 3.6%
$300.96 - $355.47 $49.7K - $58.7K
4.74K $1.69M
SCHG
Schwab Strategic Tr Us Large C

ETFs
3.77K
+ 17.21%
$28.92 - $32.19 $109K - $121K
25.7K $819K
XLK
Technology Sector Spdr

ETFs
336
+ 11.67%
$250.97 - $282.66 $84.3K - $95K
3.22K $906K
XLF
Financial Sector Spdr

ETFs
1.7K
+ 35.35%
$51.37 - $54.25 $87.4K - $92.3K
6.51K $350K
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
72
+ 0.28%
$36.04 - $38.78 $2.59K - $2.79K
26.2K $1.01M
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
640
+ 11.77%
$54.35 - $59.32 $34.8K - $38K
6.08K $359K
ECOW
Pacer Fds Tr Emerging Markets

ETFs
152
+ 1.12%
$21.94 - $24.44 $3.33K - $3.71K
13.7K $335K
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
177
+ 2.54%
$53.81 - $57.52 $9.52K - $10.2K
7.14K $410K
IUSV
Ishares Core S&P U.S. Value Et

ETFs
24
+ 0.48%
$94.17 - $99.95 $2.26K - $2.4K
5.02K $502K
DFAT
Dimensional ETF Tr U S Target

ETFs
30
+ 0.48%
$53.36 - $59.69 $1.6K - $1.79K
6.34K $368K
LOW
Lowes Companies Inc

Consumer Cyclical
1
+ 0.11%
$215.01 - $273.02 $215 - $273
928 $233K
LQD
Ishares Iboxx $ Investment Gra

ETFs
208
+ 9.98%
$107.66 - $112.36 $22.4K - $23.4K
2.29K $255K
IVE
Ishares S&P 500 Value ETF

ETFs
61
+ 5.71%
$194.44 - $206.51 $11.9K - $12.6K
1.13K $233K
SCHO
Schwab Short Term Us Treasury

ETFs
940
+ 1.02%
$24.23 - $24.42 $22.8K - $23K
92.8K $2.26M
BBUS
J P Morgan Exchg Traded Fd

ETFs
5
+ 0.24%
$111.77 - $121.28 $559 - $606
2.06K $248K
XLV
Select Sector Spdr Fund Health

ETFs
7
+ 0.21%
$129.01 - $139.72 $903 - $978
3.41K $475K
JEPI
J P Morgan Exchange Traded Fd

ETFs
193
+ 2.0%
$55.61 - $57.37 $10.7K - $11.1K
9.84K $561K
NEAR
Blackrock Short Maturity Bond

ETFs
152
+ 1.08%
$50.8 - $51.32 $7.72K - $7.8K
14.3K $731K
SHV
Ishares Tr

ETFs
83
+ 1.04%
$110.06 - $110.49 $9.13K - $9.17K
8.07K $892K
ICSH
Blackrock Ultra Short Term Bon

ETFs
103
+ 1.19%
$50.52 - $50.75 $5.2K - $5.23K
8.73K $443K
QLTA
Ishares Trust Aaa A Rated Corp

ETFs
23
+ 0.35%
$47.11 - $48.77 $1.08K - $1.12K
6.63K $321K
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
1
+ 0.01%
$70.85 - $76.96 $70.9 - $77
9.52K $723K
IGRO
Ishares Tr International Divid

ETFs
19
+ 0.56%
$75.97 - $80.24 $1.44K - $1.52K
3.42K $272K
Healthcare Rlty Tr
433
+ 1.4%
N/A
31.5K $0
RYE
Invesco Exchange Traded Fd Tr

ETFs
3.64K
+ 9.47%
N/A
42.1K $0
J P Morgan Exchange Traded F
8
+ 0.19%
N/A
4.12K $0
Vanguard Instl Index Fd
5.72K
+ 49.87%
N/A
17.2K $0
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
285
+ 2.04%
$46.51 - $50.07 $13.3K - $14.3K
14.3K $670K
Activity Summary
Buys All Purchases 51 New Holdings 13 Increased Positions 38 Sells All Sells 40 Reductions 40 Sold out 0 Options Calls 0 Puts 1
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