Fortis Advisors, LLC Portfolio Holdings

Fortis Advisors, LLC

  • $131 Million
  • Q2 2025

Fortis Advisors, LLC has filed its 13F form on July 23, 2025 for Q2 2025 where it was disclosed a total value porftolio of $131 Million distributed in 117 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Bd Index Fd Inc Short with a value of $11.4M, Doubleline ETF Tr Opportunisti with a value of $7.31M, Ishares Inc Msci Emerging Mkts with a value of $6.55M, Global X Mlp & Energy Infrastr with a value of $5.62M, and Vanguard Ftse Developed Market with a value of $5.54M.

Examining the 13F form we can see an increase of $1.34M in the current position value, from $129M to 131M.

Fortis Advisors, LLC is based out at King Of Prussia, PA

Below you can find more details about Fortis Advisors, LLC portfolio as well as his latest detailed transactions.

Portfolio value $131 Million
ETFs: $102 Million
Technology: $7.95 Million
Financial Services: $5.14 Million
Communication Services: $4.56 Million
Consumer Cyclical: $3.42 Million
Industrials: $2.03 Million
Healthcare: $1.86 Million
Basic Materials: $1.19 Million
Other: $2.83 Million

Stock Holdings Table Market Cap. of $50 Millions to $300 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$64.5M
$29,000 0.02% of portfolio
10,000
Q4 2023 New

Summary

  • Portfolio
  • No. of Stocks 117
  • Current Value $131 Million
  • Prior Value $129 Million
  • Filing
  • Period Q2 2025
  • Filing Date July 23, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 10 stocks
  • Additional Purchases 22 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 51 stocks
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