Fortis Group Advisors, LLC Purchases in Q1 2025

Fortis Group Advisors, LLC

  • $515 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
TLT
Ishares Barclays 20+ Year Trea

ETFs
80.3K
+ 2585.32%
$85.29 - $92.57 $6.85M - $7.44M
83.4K $7.59B
XLV
Select Sector Spdr Fund Health

ETFs
43.6K
+ 35152.42%
$137.61 - $149.68 $6M - $6.52M
43.7K $6.38B
BTAL
Agf Invts Tr Agfiq Us Mkt Neut

ETFs
277K
+ 884.61%
$17.67 - $20.85 $4.89M - $5.77M
308K $6.42B
XLP
Consumer Staples Sector Spdr

ETFs
67.7K
+ 232.4%
N/A
96.8K $7.9B
TUA
Simpl Exch Traded Fds Sht Term
244K
New
N/A
244K $5.37B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
9.59K
+ 600.25%
$442.66 - $534.52 $4.24M - $5.12M
11.2K $5.96B
IAU
Ishares Gold Trust

ETFs
74.5K
+ 90.39%
$49.74 - $58.96 $3.71M - $4.39M
157K $9.25B
Series Portfolios Tr
198K
New
N/A
198K $5.06B
XLRE
Select Sector Spdr Tr Real Est

ETFs
115K
+ 79.67%
$39.18 - $43.52 $4.52M - $5.03M
260K $10.9B
VGK
Vanguard Ftse Europe ETF Ftse

ETFs
66K
New
$63.07 - $73.5 $4.16M - $4.85M
66K $4.63B
AAAU
Goldman Sachs Physical Gold ETF

ETFs
130K
New
$26.05 - $30.88 $3.39M - $4.02M
130K $4.02B
RSP
Invesco S&P 500 Equal Weight E

ETFs
23.9K
+ 37.1%
$169.43 - $182.84 $4.05M - $4.37M
88.3K $15.3B
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
77.8K
+ 274.25%
$50.48 - $51.04 $3.93M - $3.97M
106K $5.38B
KIE
Spdr S&P Insurance ETF

ETFs
61.6K
New
$54.24 - $60.81 $3.34M - $3.74M
61.6K $3.73B
SPHD
Invesco ETF Tr Ii S&P 500 High

ETFs
67.9K
+ 244.69%
$47.08 - $50.67 $3.2M - $3.44M
95.6K $4.8B
XLU
Utilities Sector Spdr

ETFs
39.3K
+ 108.07%
$74.7 - $80.27 $2.94M - $3.15M
75.7K $5.97B
Series Portfolios Tr
110K
New
N/A
110K $2.92B
EWO
Ishares Inc Msci Austria ETF

ETFs
103K
New
$20.67 - $26.81 $2.14M - $2.77M
103K $2.6B
REZ
Ishares Tr Residential And Mul

ETFs
28.4K
New
$78.21 - $88.48 $2.22M - $2.51M
28.4K $2.45B
EPOL
Ishares Tr Msci Poland ETF

ETFs
79.2K
New
$20.91 - $29.15 $1.66M - $2.31M
79.2K $2.22B
EWG
Ishares Msci Germany ETF

ETFs
51.2K
New
$31.57 - $39.31 $1.62M - $2.01M
51.2K $1.9B
ABEQ
Unified Ser Tr Absolute Core S

ETFs
55.2K
New
$31.43 - $34.08 $1.73M - $1.88M
55.2K $1.88B
EWD
Ishares Inc Msci Sweden ETF

ETFs
44.4K
New
$37.28 - $45.14 $1.65M - $2M
44.4K $1.87B
AVUS
American Centy ETF Tr Avantis

ETFs
19.9K
+ 159.32%
$90.7 - $101.57 $1.81M - $2.02M
32.4K $3B
EFNL
Ishares Tr Msci Finland ETF

ETFs
46.3K
New
$32.29 - $39.03 $1.5M - $1.81M
46.3K $1.7B
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
16.9K
+ 3.75%
$91.45 - $91.75 $1.55M - $1.55M
468K $43B
FDL
First Tr Morningstar Dividend

ETFs
27.5K
+ 19.98%
$39.69 - $43.83 $1.09M - $1.2M
165K $7.16B
REMX
Vaneck ETF Tr Rare Earth/Strat

ETFs
40.6K
New
$39.27 - $44.5 $1.59M - $1.81M
40.6K $1.6B
JPM
Jpmorgan Chase & CO

Financial Services
6.35K
+ 522.8%
$225.19 - $279.95 $1.43M - $1.78M
7.57K $1.86B
MCD
Mcdonalds Corp

Consumer Cyclical
4.97K
+ 851.8%
$279.74 - $321.29 $1.39M - $1.6M
5.55K $1.73B
CHD
Church & Dwight CO Inc

Consumer Defensive
13.4K
New
$101.42 - $113.2 $1.36M - $1.51M
13.4K $1.47B
NFLX
Netflix Inc

Communication Services
1.48K
+ 37025.0%
$828.4 - $1058.6 $1.23M - $1.57M
1.49K $1.38B
DVY
Ishares Tr

ETFs
9.11K
+ 81.26%
$128.58 - $138.1 $1.17M - $1.26M
20.3K $2.73B
MSTR
Microstrategy Inc

Technology
4.32K
+ 571.79%
$239.27 - $396.5 $1.03M - $1.71M
5.07K $1.46B
PCT
Pure Cycle Technologies, Inc.

Industrials
188K
+ 587.42%
$6.92 - $10.9 $1.3M - $2.05M
220K $1.52B
JGRO
J P Morgan Exchange Traded Fd
16K
+ 539.59%
N/A
18.9K $1.4B
QGRO
American Centy ETF Tr Stoxx Us

ETFs
11.4K
New
$91.68 - $109.93 $1.05M - $1.26M
11.4K $1.07B
SCHD
Schwab Strategic Tr Us Dividen

ETFs
37K
New
$27.01 - $28.54 $1M - $1.06M
37K $1.03B
HIMS
Hims & Hers Health, Inc.

Consumer Defensive
34.5K
New
$25.2 - $68.74 $869K - $2.37M
34.5K $1.02B
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
8.63K
+ 7.2%
$48.65 - $53.06 $420K - $458K
128K $6.67B
NET
Cloudflare, Inc.

Technology
7.16K
+ 40.87%
$110.71 - $176.5 $793K - $1.26M
24.7K $2.78B
KORP
American Centy ETF Tr Diversif

ETFs
18.8K
New
$45.26 - $47.12 $851K - $886K
18.8K $879M
BABA
Alibaba Group Holding LTD

Consumer Cyclical
6.61K
+ 24466.67%
$80.53 - $147.57 $532K - $975K
6.63K $877M
Invesco Actively Managed Exc
17.8K
New
N/A
17.8K $818M
MO
Altria Group, Inc.

Consumer Defensive
11.1K
+ 111.33%
$50.81 - $60.02 $566K - $668K
21.1K $1.27B
PLTR
Palantir Technologies Inc.

Technology
2.84K
+ 5.47%
$64.98 - $124.62 $184K - $354K
54.7K $4.62B
J P Morgan Exchange Traded F
11.4K
New
N/A
11.4K $677M
AVEM
American Centy ETF Tr Avantis

ETFs
10.6K
New
$57.11 - $62.4 $603K - $659K
10.6K $636M
MU
Micron Technology Inc

Technology
7.07K
New
$86.89 - $109.38 $614K - $773K
7.07K $614M
Activity Summary
Buys All Purchases 103 New Holdings 43 Increased Positions 60 Sells All Sells 114 Reductions 114 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Fortis Group Advisors, LLC Portfolio

Follow Fortis Group Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Fortis Group Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Fortis Group Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email