Fortis Group Advisors, LLC has filed its 13F form on April 30, 2024 for Q1 2024 where it was disclosed a total value porftolio of $543 Billion distributed in 583 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Spdr Bloomberg 1 3 Month T Bil with a value of $36.8B, Spdr Bloomberg 3 12 Month T Bi with a value of $27.3B, Invesco ETF Tr Ii S&P 500 Mome with a value of $17.4B, Ishares Barclays 1 3 Year Trea with a value of $17.3B, and Spdr S&P 500 ETF Trust with a value of $15B.

Examining the 13F form we can see an increase of $139B in the current position value, from $404B to 543B.

Fortis Group Advisors, LLC is based out at Westwood, NJ

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

Portfolio value $543 Billion
ETFs: $362 Billion
Technology: $29.3 Billion
Consumer Cyclical: $28.6 Billion
Communication Services: $22.7 Billion
Financial Services: $17.2 Billion
Healthcare: $16.5 Billion
Consumer Defensive: $15 Billion
Industrials: $8.91 Billion
Other: $15.7 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 583
  • Current Value $543 Billion
  • Prior Value $404 Billion
  • Filing
  • Period Q1 2024
  • Filing Date April 30, 2024
  • Form Type 13F-HR
  • Activity in Q1 2024
  • New Purchases 87 stocks
  • Additional Purchases 65 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 358 stocks
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