Fortis Advisors, LLC Reduced Holdings in Q3 2024

Fortis Advisors, LLC

  • $130 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
VFVA
Vanguard Wellington Fd U S Val

ETFs
-29.7K
- 53.22%
$111.27 - $122.66 $3.31M - $3.65M
26.1K $3.15M
GUNR
Flexshares Tr Morningstar Glob

ETFs
-62.9K
- 77.61%
$38.51 - $41.48 $2.42M - $2.61M
18.2K $748K
FUTY
Fidelity Covington Tr Msci Uti

ETFs
-52.1K
- 89.65%
$43.67 - $51.82 $2.27M - $2.7M
6.02K $311K
VHT
Vanguard Health Care ETF

ETFs
-6.34K
- 56.42%
$261.88 - $288.1 $1.66M - $1.83M
4.9K $1.38M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
-12.3K
- 7.59%
$76.38 - $78.87 $937K - $967K
149K $11.8M
UPS
United Parcel Service Inc

Industrials
-3.89K
- 36.18%
$123.32 - $147.38 $480K - $574K
6.87K $936K
GOOG
Alphabet Inc.

Communication Services
-200
- 2.01%
$149.54 - $192.66 $29.9K - $38.5K
9.74K $1.63M
GOOGL
Alphabet Inc.

Communication Services
-135
- 2.16%
$148.65 - $191.18 $20.1K - $25.8K
6.11K $1.01M
VEA
Vanguard Ftse Developed Market

ETFs
-9.98K
- 8.4%
$47.6 - $53.31 $475K - $532K
109K $5.75M
WMT
Walmart Inc.

Consumer Defensive
-2.09K
- 30.61%
$66.91 - $81.4 $140K - $170K
4.74K $382K
FDX
Fedex Corp

Industrials
-7
- 0.46%
$254.64 - $313.52 $1.78K - $2.19K
1.5K $410K
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
-4.07K
- 6.05%
$53.41 - $57.9 $217K - $235K
63.2K $3.65M
NEE
Nextera Energy Inc

Utilities
-1.1K
- 18.33%
$69.9 - $84.97 $76.9K - $93.5K
4.9K $414K
VUSB
Vanguard Bd Index Fds
-34.5K
- 8.89%
N/A
354K $0
GLW
Corning Inc

Technology
-900
- 11.73%
$37.76 - $46.2 $34K - $41.6K
6.78K $305K
SCHO
Schwab Short Term Us Treasury

ETFs
-314
- 0.65%
$47.93 - $49.06 $15.1K - $15.4K
48.3K $2.37M
META
Meta Platforms, Inc.

Communication Services
-38
- 4.35%
$453.41 - $572.44 $17.2K - $21.8K
836 $478K
XAR
Spdr S&P Aerospace & Defense E

ETFs
-179
- 4.51%
$139.03 - $157.34 $24.9K - $28.2K
3.79K $596K
EWJ
Ishares Msci Japan ETF

ETFs
-113
- 0.3%
$63.12 - $72.99 $7.13K - $8.25K
38.1K $2.73M
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
-4.1K
- 5.27%
$33.89 - $41.64 $139K - $171K
73.8K $2.94M
GLDM
World Gold Trust

ETFs
-2.09K
- 2.47%
$46.2 - $53.01 $96.7K - $111K
82.5K $4.3M
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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