Fortis Group Advisors, LLC Purchases in Q4 2024

Fortis Group Advisors, LLC

  • $537 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
WMT
Walmart Inc.

Consumer Defensive
1.52K
+ 4.78%
$79.1 - $95.7 $120K - $145K
33.2K $3B
TSLA
Tesla, Inc.

Consumer Cyclical
442
+ 24.83%
$213.65 - $479.86 $94.4K - $212K
2.22K $897M
SPHD
Invesco ETF Tr Ii S&P 500 High

ETFs
9K
+ 47.99%
$47.77 - $51.75 $430K - $466K
27.7K $1.34B
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
5.19K
+ 4.53%
$46.48 - $51.32 $241K - $266K
120K $5.77B
IAK
Ishares Tr

ETFs
3.16K
+ 19.03%
$123.78 - $138.16 $391K - $436K
19.7K $2.5B
PLNT
Planet Fitness, Inc.

Consumer Cyclical
3.2K
New
$78.5 - $102.01 $251K - $326K
3.2K $316M
HUBS
Hubspot Inc

Technology
156
+ 12.97%
$514.07 - $757.4 $80.2K - $118K
1.36K $947M
OMFL
Invesco Exchange Traded Self I

ETFs
4.77K
+ 16.21%
$52.49 - $56.58 $251K - $270K
34.2K $1.86B
COST
Costco Wholesale Corp

Consumer Defensive
174
+ 3.84%
$873.59 - $994.69 $152K - $173K
4.7K $4.31B
SCHA
Schwab Strategic Tr Us Small C

ETFs
10.8K
New
$25.33 - $51.16 $274K - $554K
10.8K $280M
STKL
Sun Opta Inc.

Consumer Defensive
32.8K
+ 224.09%
$5.72 - $7.89 $187K - $259K
47.4K $365M
American Healthcare
7.69K
+ 34.88%
N/A
29.8K $846M
AVUS
American Centy ETF Tr Avantis

ETFs
2.41K
+ 23.83%
$94.36 - $102.06 $227K - $246K
12.5K $1.21B
HFXI
Indexiq Iq 50 Percent Hedged F

ETFs
12K
+ 29.61%
$25.79 - $27.56 $311K - $332K
52.7K $1.37B
NPK
National Presto Industries Inc

Industrials
2.53K
New
$69.91 - $98.42 $177K - $249K
2.53K $249M
SYF
Synchrony Financial

Financial Services
3.76K
New
$49.01 - $68.55 $184K - $257K
3.76K $244M
JGRO
J P Morgan Exchange Traded Fd
2.96K
New
N/A
2.96K $240M
JCPB
J P Morgan Exchange Traded Fd

ETFs
5.12K
New
$46.07 - $48.17 $236K - $247K
5.12K $236M
MUSI
American Centy ETF Tr Multisec

ETFs
6.5K
+ 20.12%
$43.08 - $44.5 $280K - $289K
38.8K $1.68B
JPM
Jpmorgan Chase & CO

Financial Services
911
+ 299.67%
$205.18 - $250.29 $187K - $228K
1.22K $291M
RGTI
Rigetti Computing, Inc.

Technology
14.5K
New
$0.74 - $17.08 $10.7K - $248K
14.5K $222M
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
1.66K
New
$131.66 - $144.0 $219K - $240K
1.66K $220M
CCL
Carnival Corp

Consumer Cyclical
8.78K
New
$17.34 - $26.8 $152K - $235K
8.78K $219M
MSTR
Microstrategy Inc

Technology
755
New
$162.69 - $473.83 $123K - $358K
755 $219M
VOOG
Vanguard S&P 500 Growth ETF

ETFs
595
New
$340.59 - $380.5 $203K - $226K
595 $218M
PCT
Pure Cycle Technologies, Inc.

Industrials
19.7K
+ 159.12%
$8.81 - $14.3 $173K - $281K
32K $328M
PHDG
Invesco Actively Mngd ETF Tr S

ETFs
6.45K
+ 18.8%
$37.25 - $39.23 $240K - $253K
40.7K $1.52B
FDL
First Tr Morningstar Dividend

ETFs
10.4K
+ 8.17%
$39.59 - $43.95 $411K - $456K
137K $5.53B
PLW
Invesco 1 30 Laddered Treasury

ETFs
11.8K
+ 19.03%
N/A
73.6K $1.99B
QUAL
Ishares Msci Usa Quality Facto

ETFs
1.28K
+ 3.7%
$176.42 - $186.91 $226K - $240K
36K $6.41B
ET
Energy Transfer LP

Energy
3.86K
+ 12.69%
$16.05 - $19.86 $61.9K - $76.6K
34.2K $671M
CGDV
Capital Group Divid Value ETF

ETFs
5.76K
+ 19.37%
$35.16 - $37.12 $203K - $214K
35.5K $1.25B
PG
Procter & Gamble CO

Consumer Defensive
1.04K
+ 21.3%
$161.05 - $179.7 $167K - $186K
5.9K $988M
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
9
+ 0.39%
$173.13 - $258.09 $1.56K - $2.32K
2.32K $535M
MMIT
Indexiq Active ETF Tr Iq Macka

ETFs
4.61K
+ 12.17%
$23.99 - $24.55 $110K - $113K
42.4K $1.02B
Tko Group Holdings Inc
59
+ 1.4%
N/A
4.27K $607M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
167
+ 11.68%
$442.29 - $483.08 $73.9K - $80.7K
1.6K $724M
TMUS
T Mobile Us, Inc.

Communication Services
65
+ 1.85%
$206.1 - $246.94 $13.4K - $16.1K
3.58K $790M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
1.08K
+ 13.24%
$50.37 - $50.6 $54.4K - $54.6K
9.24K $465M
NOTE
Fiscal Note Holdings, Inc.

Technology
48K
New
$0.77 - $1.23 $37K - $59K
48K $51.4M
DIS
Walt Disney CO

Communication Services
82
+ 3.11%
$92.39 - $117.6 $7.58K - $9.64K
2.72K $302M
MO
Altria Group, Inc.

Consumer Defensive
546
+ 5.77%
$49.06 - $57.74 $26.8K - $31.5K
10K $523M
PANW
Palo Alto Networks Inc

Technology
1.41K
+ 101.58%
$181.96 - $405.9 $257K - $574K
2.81K $511M
BOTZ
Global X Fds

ETFs
1.08K
+ 12.55%
$31.11 - $34.18 $33.5K - $36.8K
9.66K $309M
DVY
Ishares Tr

ETFs
481
+ 4.48%
$129.55 - $143.41 $62.3K - $69K
11.2K $1.47B
LVHI
Franklin International Low Vol

ETFs
1.03K
+ 4.65%
$29.98 - $31.57 $30.9K - $32.6K
23.2K $709M
PM
Philip Morris International Inc.

Consumer Defensive
178
+ 4.8%
$118.38 - $133.06 $21.1K - $23.7K
3.89K $468M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
637
+ 6.85%
$51.09 - $55.27 $32.5K - $35.2K
9.93K $508M
TRV
Travelers Companies, Inc.

Financial Services
9
+ 0.44%
$225.97 - $266.66 $2.03K - $2.4K
2.06K $497M
Activity Summary
Buys All Purchases 126 New Holdings 33 Increased Positions 93 Sells All Sells 72 Reductions 72 Sold out 0 Options Calls 0 Puts 0
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