Fortis Advisors, LLC Closed Holding Positions

Fortis Advisors, LLC

  • $128 Million
  • Q4 2024
Stock Closed Quarter Shares Sold Price Range Trade History
CMCSA
Comcast Corp

Communication Services
Q2 2022 Filed on Aug 15, 2022
265
$37.91 - $48.11 $10K - $12.7K
PBW
Invesco Exchange Traded Fd Tr

ETFs
Q2 2022 Filed on Aug 15, 2022
0
$42.19 - $68.38 $0 - $0
EVRG
Evergy, Inc.

Utilities
Q2 2022 Filed on Aug 15, 2022
1,970
$60.14 - $72.62 $118K - $143K
SUB
Ishares Short Term National Mu

ETFs
Q2 2022 Filed on Aug 15, 2022
37,289
$103.31 - $104.87 $3.85M - $3.91M
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
Q2 2022 Filed on Aug 15, 2022
18
$70.38 - $84.1 $1.27K - $1.51K
DHI
Horton D R Inc

Consumer Cyclical
Q2 2022 Filed on Aug 15, 2022
50
$60.56 - $76.66 $3.03K - $3.83K
APLE
Apple Hospitality Reit, Inc.

Real Estate
Q2 2022 Filed on Aug 15, 2022
9,195
$14.44 - $18.55 $133K - $171K
IXG
Ishares Global Fin'L ETF

ETFs
Q1 2022 Filed on May 16, 2022
357
$72.45 - $85.55 $25.9K - $30.5K
ECNS
Ishares Msci China Small Cap E

ETFs
Q1 2022 Filed on May 16, 2022
448
$34.31 - $48.34 $15.4K - $21.7K
PAVE
Global X Fds Us Infrastructure

ETFs
Q1 2022 Filed on May 16, 2022
8
$25.52 - $29.01 $204 - $232
Kirkland Lake Gold LTD Com
Q1 2022 Filed on May 16, 2022
500
N/A
CCJ
Cameco Corp

Energy
Q1 2022 Filed on May 16, 2022
0
$18.42 - $29.27 $0 - $0
CLOU
Global X Fds Cloud Computing E

ETFs
Q1 2022 Filed on May 16, 2022
2,200
$18.54 - $26.43 $40.8K - $58.1K
Draftkings Inc Com Cl A
Q1 2022 Filed on May 16, 2022
500
N/A
UVXY
Pro Shares Trust Ii

ETFs
Q1 2022 Filed on May 16, 2022
0
$11.51 - $22.4 $0 - $0
CDW
Cdw Corp

Technology
Q1 2022 Filed on May 16, 2022
531
$164.78 - $208.13 $87.5K - $111K
IBB
Ishares Biotechnology ETF

ETFs
Q1 2022 Filed on May 16, 2022
1,500
$119.6 - $152.37 $179K - $229K
RIOT
Riot Blockchain, Inc.

Technology
Q1 2022 Filed on May 16, 2022
500
$13.45 - $24.38 $6.73K - $12.2K
LIT
Global X Fds Global X Lithium

ETFs
Q1 2022 Filed on May 16, 2022
3
$66.06 - $85.93 $198 - $258
RDS-A
Shell PLC

Energy
Q1 2022 Filed on May 16, 2022
24
$44.64 - $55.71 $1.07K - $1.34K
HBI
Hanesbrands Inc.

Consumer Cyclical
Q1 2022 Filed on May 16, 2022
4,393
$14.89 - $17.36 $65.4K - $76.3K
SQ
Block, Inc.

Technology
Q1 2022 Filed on May 16, 2022
0
$88.72 - $164.03 $0 - $0
UNG
United States Natural Gas Fund, LP

ETFs
Q1 2022 Filed on May 16, 2022
0
$12.44 - $19.72 $0 - $0
JETS
ETF Ser Solutions U S Global J

ETFs
Q1 2022 Filed on May 16, 2022
8
$16.91 - $23.43 $135 - $187
IDRV
Ishares Tr Self Driving Ev & T

ETFs
Q1 2022 Filed on May 16, 2022
4
$41.19 - $56.08 $165 - $224
SCHJ
Schwab Strategic Tr 1 5 Yr C

ETFs
Q1 2022 Filed on May 16, 2022
606
$48.35 - $50.5 $29.3K - $30.6K
OKE
Oneok Inc

Energy
Q1 2022 Filed on May 16, 2022
2,500
$58.53 - $72.27 $146K - $181K
AJG
Arthur J. Gallagher & Co.

Financial Services
Q4 2021 Filed on Feb 14, 2022
671
$149.24 - $170.44 $100K - $114K
SYF
Synchrony Financial

Financial Services
Q4 2021 Filed on Feb 14, 2022
2,034
$43.76 - $52.36 $89K - $107K
AOS
Smith A O Corp

Industrials
Q4 2021 Filed on Feb 14, 2022
1,328
$61.17 - $85.85 $81.2K - $114K
IWR
Ishares Russell Mid Cap ETF

ETFs
Q4 2021 Filed on Feb 14, 2022
0
$78.41 - $85.28 $0 - $0
CLX
Clorox CO

Consumer Defensive
Q4 2021 Filed on Feb 14, 2022
451
$158.99 - $178.17 $71.7K - $80.4K
GLTR
Abrdn Precious Metals Basket ETF Trust

ETFs
Q4 2021 Filed on Feb 14, 2022
0
$84.85 - $94.5 $0 - $0
Federal Rlty Invt Tr Sh Ben Int New
Q4 2021 Filed on Feb 14, 2022
150
N/A
TXN
Texas Instruments Inc

Technology
Q4 2021 Filed on Feb 14, 2022
1,358
$184.24 - $201.29 $250K - $273K
Discovery Inc Com Ser A
Q4 2021 Filed on Feb 14, 2022
1,184
N/A
Brookfield Asset Mgmt Reins Pa Cl A Exch Lt Vtg
Q4 2021 Filed on Feb 14, 2022
3
N/A
NWS
News Corp New Cl B Com Stk (De

Communication Services
Q4 2021 Filed on Feb 14, 2022
3,550
$21.11 - $24.45 $74.9K - $86.8K
EA
Electronic Arts Inc.

Communication Services
Q4 2021 Filed on Feb 14, 2022
652
$120.23 - $145.44 $78.4K - $94.8K
BNDW
Vanguard Scottsdale Fds Vangua

ETFs
Q4 2021 Filed on Feb 14, 2022
0
$78.32 - $80.26 $0 - $0
APD
Air Products & Chemicals, Inc.

Basic Materials
Q3 2021 Filed on Nov 12, 2021
25
$256.11 - $291.67 $6.4K - $7.29K
IMTM
Ishares Msci Intl Momentum Fac

ETFs
Q3 2021 Filed on Nov 12, 2021
10,416
$37.19 - $40.44 $387K - $421K
ASEA
Global X Funds Global X Ftse S

ETFs
Q3 2021 Filed on Nov 12, 2021
1,000
$13.65 - $14.64 $13.7K - $14.6K
VDC
Vanguard Consumer Staples ETF

ETFs
Q3 2021 Filed on Nov 12, 2021
45
$179.22 - $189.21 $8.06K - $8.51K
DFS
Discover Financial Services

Financial Services
Q3 2021 Filed on Nov 12, 2021
250
$115.26 - $135.38 $28.8K - $33.8K
MCHI
Ishares Msci China ETF

ETFs
Q3 2021 Filed on Nov 12, 2021
3,135
$66.13 - $81.77 $207K - $256K
PHYS
Sprott Physical Gold Trust

Financial Services
Q3 2021 Filed on Nov 12, 2021
4,230
$13.6 - $14.47 $57.5K - $61.2K
RYF
Invesco S&P 500 Equal Weight F

ETFs
Q2 2021 Filed on Aug 16, 2021
750
$56.59 - $62.7 $42.4K - $47K
VGIT
Vanguard Intermediate Term Tre

ETFs
Q2 2021 Filed on Aug 16, 2021
1,455
$67.21 - $68.13 $97.8K - $99.1K
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