Fortis Advisors, LLC Reduced Holdings in Q2 2025

Fortis Advisors, LLC

  • $131 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
VFVA
Vanguard Wellington Fd U S Val

ETFs
-12.4K
- 46.06%
$97.51 - $118.42 $1.21M - $1.47M
14.5K $1.71M
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
-23.2K
- 62.4%
$45.07 - $52.57 $1.05M - $1.22M
14K $684K
IUSV
Ishares Core S&P U.S. Value Et

ETFs
-4.94K
- 49.7%
$81.46 - $94.63 $402K - $467K
5K $473K
GUNR
Flexshares Tr Morningstar Glob

ETFs
-8.41K
- 45.93%
$33.77 - $41.16 $284K - $346K
9.9K $397K
KDP
Keurig Dr Pepper Inc.

Consumer Defensive
-5K
- 24.17%
$32.56 - $35.71 $163K - $179K
15.7K $518K
BSV
Vanguard Bd Index Fd Inc Short

ETFs
-3.03K
- 2.05%
$77.74 - $78.78 $235K - $238K
144K $11.4M
TMO
Thermo Fisher Scientific Inc.

Healthcare
-17
- 1.0%
$390.26 - $489.06 $6.63K - $8.31K
1.69K $685K
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
-7.2K
- 21.63%
$29.12 - $35.84 $210K - $258K
26.1K $935K
DBND
Doubleline ETF Tr Opportunisti

ETFs
-3.71K
- 2.29%
$45.18 - $46.32 $168K - $172K
158K $7.31M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
-2.99K
- 34.8%
$58.41 - $72.69 $175K - $217K
5.6K $407K
DVN
Devon Energy Corp

Energy
-2K
- 20.2%
$26.8 - $37.92 $53.6K - $75.8K
7.9K $251K
XLV
Select Sector Spdr Fund Health

ETFs
-490
- 12.57%
$128.77 - $144.3 $63.1K - $70.7K
3.41K $459K
EPD
Enterprise Products Partners L.P.

Energy
-2.2K
- 23.28%
$28.95 - $34.22 $63.8K - $75.4K
7.26K $225K
SCHO
Schwab Short Term Us Treasury

ETFs
-3.92K
- 4.09%
$24.19 - $24.45 $94.8K - $95.9K
91.8K $2.24M
VHT
Vanguard Health Care ETF

ETFs
-54
- 1.1%
$236.71 - $261.92 $12.8K - $14.1K
4.86K $1.21M
BBUS
J P Morgan Exchg Traded Fd

ETFs
-1.03K
- 33.41%
$89.63 - $111.92 $92.3K - $115K
2.05K $229K
XBI
Spdr Ser Tr Spdr S&P Biotech E

ETFs
-774
- 13.01%
$69.8 - $85.28 $54K - $66K
5.18K $429K
JPM
Jpmorgan Chase & CO

Financial Services
-389
- 31.42%
$210.28 - $289.91 $81.8K - $113K
849 $246K
V
Visa Inc.

Financial Services
-175
- 11.15%
$308.27 - $373.31 $53.9K - $65.3K
1.4K $495K
NEE
Nextera Energy Inc

Utilities
-599
- 8.31%
$64.11 - $75.0 $38.4K - $44.9K
6.61K $459K
DFAT
Dimensional ETF Tr U S Target

ETFs
-1.2K
- 15.94%
$44.8 - $53.97 $53.6K - $64.5K
6.31K $340K
GLW
Corning Inc

Technology
-1.7K
- 25.09%
$39.07 - $52.59 $66.4K - $89.4K
5.08K $266K
SCHP
Schwab Strategic Us Tips ETF

ETFs
-929
- 0.49%
$26.18 - $26.93 $24.3K - $25K
188K $5.03M
CF
Cf Industries Holdings, Inc.

Basic Materials
-900
- 26.87%
$68.47 - $102.48 $61.6K - $92.2K
2.45K $225K
VIG
Vanguard Dividend Appreciation

ETFs
-103
- 0.36%
N/A
28.8K $5.25M
EW
Edwards Lifesciences Corp

Healthcare
-500
- 12.5%
$67.07 - $78.22 $33.5K - $39.1K
3.5K $273K
QUAL
Ishares Msci Usa Quality Facto

ETFs
-342
- 8.16%
$152.42 - $182.82 $52.1K - $62.5K
3.85K $704K
XLF
Financial Sector Spdr

ETFs
-448
- 8.52%
$43.92 - $52.37 $19.7K - $23.5K
4.81K $252K
IGRO
Ishares Tr International Divid

ETFs
-374
- 9.9%
$66.32 - $80.17 $24.8K - $30K
3.41K $268K
IVW
Ishares S&P 500 Growth ETF

ETFs
-507
- 16.27%
$82.96 - $110.1 $42.1K - $55.8K
2.61K $287K
QLTA
Ishares Trust Aaa A Rated Corp

ETFs
-101
- 1.51%
$46.39 - $47.84 $4.69K - $4.83K
6.6K $315K
RYE
Invesco Exchange Traded Fd Tr

ETFs
-344
- 0.89%
N/A
38.4K $0
Brookfield Corp
-850
- 9.71%
N/A
7.9K $0
Healthcare Rlty Tr
-4.64K
- 13.01%
N/A
31K $0
VTI
Vanguard Total Stock Market Et

ETFs
-100
- 9.32%
$243.75 - $303.93 $24.4K - $30.4K
973 $295K
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
-554
- 0.87%
$47.46 - $55.3 $26.3K - $30.6K
63.5K $3.5M
C
Citigroup Inc

Financial Services
-528
- 6.56%
$58.13 - $85.12 $30.7K - $44.9K
7.52K $640K
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
-737
- 7.18%
$57.46 - $75.58 $42.3K - $55.7K
9.52K $719K
GOOG
Alphabet Inc.

Communication Services
-750
- 7.61%
$146.58 - $180.01 $110K - $135K
9.11K $1.62M
META
Meta Platforms, Inc.

Communication Services
-59
- 6.67%
$484.66 - $738.09 $28.6K - $43.5K
825 $608K
XLK
Technology Sector Spdr

ETFs
-60
- 2.04%
$179.73 - $253.23 $10.8K - $15.2K
2.88K $729K
XAR
Spdr S&P Aerospace & Defense E

ETFs
-58
- 1.52%
$144.94 - $210.94 $8.41K - $12.2K
3.75K $790K
AMZN
Amazon Com Inc

Consumer Cyclical
-7
- 0.09%
$167.32 - $223.3 $1.17K - $1.56K
8.04K $1.76M
MSFT
Microsoft Corp

Technology
-153
- 5.94%
$354.56 - $497.45 $54.2K - $76.1K
2.42K $1.21M
MOO
Vaneck Vectors ETF Tr Vaneck A

ETFs
-328
- 0.72%
$60.21 - $75.37 $19.7K - $24.7K
45.5K $3.35M
GLDM
World Gold Trust

ETFs
-494
- 0.61%
$58.96 - $67.97 $29.1K - $33.6K
80.9K $5.3M
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
-452
- 0.62%
$41.45 - $54.46 $18.7K - $24.6K
73K $3.8M
VEA
Vanguard Ftse Developed Market

ETFs
-51
- 0.05%
$45.65 - $57.01 $2.33K - $2.91K
97.2K $5.54M
AIRR
First Tr Vi Rba Amern Indl Ren

ETFs
-763
- 1.35%
$61.92 - $81.5 $47.2K - $62.2K
55.8K $4.54M
Activity Summary
Buys All Purchases 32 New Holdings 10 Increased Positions 22 Sells All Sells 51 Reductions 51 Sold out 0 Options Calls 0 Puts 0
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