Fortis Group Advisors, LLC Purchases in Q2 2025

Fortis Group Advisors, LLC

  • $551 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
RH
Rh

Consumer Cyclical
3.5K
New
$145.66 - $249.35 $510K - $873K
3.5K $720M
MTDR
Matador Resources CO

Energy
14.3K
New
$36.67 - $52.23 $525K - $747K
14.3K $714M
DNP
Dnp Select Income Fund Inc

Financial Services
68.7K
+ 4577.0%
$8.89 - $9.88 $610K - $678K
70.2K $687M
JEPI
J P Morgan Exchange Traded Fd

ETFs
11.9K
New
$51.14 - $57.0 $607K - $677K
11.9K $671M
UNH
Unitedhealth Group Inc

Healthcare
5.73K
+ 202.22%
$274.35 - $599.47 $1.57M - $3.43M
8.56K $2.14B
TSLA
Tesla, Inc.

Consumer Cyclical
1.61K
+ 57.9%
$221.86 - $362.89 $356K - $582K
4.38K $1.35B
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
5.26K
New
$116.93 - $119.39 $615K - $628K
5.26K $623M
HIO
Western Asset High Income Opportunity Fund Inc.

Financial Services
153K
+ 429.41%
$3.55 - $4.0 $544K - $613K
189K $748M
UL
Unilever PLC

Consumer Defensive
10.3K
New
$57.9 - $65.43 $595K - $673K
10.3K $601M
KORP
American Centy ETF Tr Diversif

ETFs
12.5K
+ 66.5%
$45.37 - $47.07 $567K - $589K
31.3K $1.47B
Invesco Galaxy Bitcoin ETF
1.54K
+ 15.2%
N/A
11.7K $1.36B
JAVA
Jp Morgan ETF Fd Tr Active Val

ETFs
7.71K
New
$56.84 - $65.5 $438K - $505K
7.71K $506M
O
Realty Income Corp

Real Estate
8.26K
+ 869.37%
$52.27 - $58.52 $432K - $483K
9.21K $518M
SRLN
Ssga Active Trust

ETFs
10.8K
New
$39.47 - $41.59 $425K - $447K
10.8K $448M
FE
Firstenergy Corp

Utilities
10K
New
$38.31 - $43.17 $384K - $433K
10K $428M
DASH
Door Dash, Inc.

Communication Services
1.68K
New
$163.16 - $246.51 $275K - $415K
1.68K $421M
SYM
Symbotic Inc.

Financial Services
7.38K
New
$17.5 - $38.85 $129K - $287K
7.38K $398M
KDP
Keurig Dr Pepper Inc.

Consumer Defensive
11.9K
New
$32.56 - $35.71 $388K - $425K
11.9K $389M
KHC
Kraft Heinz CO

Consumer Defensive
14.2K
+ 61547.83%
$25.61 - $30.81 $363K - $436K
14.2K $389M
Global X Fds
14.7K
New
N/A
14.7K $340M
AMD
Advanced Micro Devices Inc

Technology
1.83K
New
$78.21 - $143.81 $143K - $264K
1.83K $323M
DLTR
Dollar Tree, Inc.

Consumer Defensive
2.7K
+ 22525.0%
$67.22 - $100.51 $182K - $272K
2.72K $308M
Invesco Actively Managed Exc
4.08K
+ 22.87%
N/A
21.9K $1.11B
HOOD
Robinhood Markets, Inc.

Technology
2.87K
New
$34.17 - $93.63 $98K - $269K
2.87K $296M
SCHG
Schwab Strategic Tr Us Large C

ETFs
9.6K
New
$22.27 - $29.21 $214K - $280K
9.6K $290M
GTO
Invesco Actively Managed ETF T

ETFs
5.91K
New
$45.73 - $47.2 $270K - $279K
5.91K $275M
QMOM
Ea Ser Tr Momentumshares U S Q

ETFs
3.99K
New
$52.11 - $64.98 $208K - $259K
3.99K $254M
PWR
Quanta Services, Inc.

Industrials
613
New
$239.47 - $381.26 $147K - $234K
613 $249M
SDVY
First Tr ETF Vi Smid Cap Risin

ETFs
6.81K
New
$29.52 - $35.31 $201K - $240K
6.81K $245M
MUSI
American Centy ETF Tr Multisec

ETFs
5.29K
+ 11.3%
$42.31 - $44.09 $224K - $233K
52.1K $2.28B
BA
Boeing CO

Industrials
966
+ 194.37%
$136.59 - $217.51 $132K - $210K
1.46K $318M
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
9.44K
+ 7.35%
$45.07 - $52.57 $425K - $496K
138K $6.9B
Ishares Ethereum Tr
8.05K
New
N/A
8.05K $228M
NBDS
Neuberger Berman ETF Tr Disrup

ETFs
6.63K
New
$23.54 - $34.28 $156K - $227K
6.63K $227M
Invesco Actively Managed Exc
8.58K
+ 35.76%
N/A
32.6K $833M
HTD
John Hancock Tax Advantaged Dividend Income Fund

Financial Services
9.09K
New
$20.85 - $24.04 $190K - $219K
9.09K $221M
Ishares Bitcoin Trust ETF
3.28K
New
N/A
3.28K $218M
Vanguard Wellington Fd
2.13K
New
N/A
2.13K $216M
Barrick Mng Corp
9.97K
New
N/A
9.97K $211M
MGK
Vanguard Mega Cap Growth ETF

ETFs
142
+ 6.69%
$273.67 - $366.17 $38.9K - $52K
2.26K $862M
MS
Morgan Stanley

Financial Services
1.44K
New
$99.83 - $140.86 $144K - $203K
1.44K $206M
MFC
Manulife Financial Corp

Financial Services
6.56K
+ 1083.97%
$26.93 - $32.44 $177K - $213K
7.16K $222M
GS
Goldman Sachs Group Inc

Financial Services
278
New
$462.22 - $707.75 $128K - $197K
278 $201M
XOM
Exxon Mobil Corp

Energy
3.94K
+ 12.64%
$99.93 - $119.04 $394K - $469K
35.1K $3.9B
JCPB
J P Morgan Exchange Traded Fd

ETFs
3.47K
+ 48.38%
$45.9 - $47.2 $159K - $164K
10.6K $498M
CVX
Chevron Corp

Energy
1.6K
+ 30.83%
$133.73 - $168.51 $213K - $269K
6.77K $1.02B
AVEM
American Centy ETF Tr Avantis

ETFs
568
+ 5.38%
$53.08 - $68.54 $30.1K - $38.9K
11.1K $770M
MMIT
Indexiq Active ETF Tr Iq Macka

ETFs
5.82K
+ 25.31%
$23.36 - $24.11 $136K - $140K
28.8K $685M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
2.47K
+ 49.99%
$50.36 - $50.68 $124K - $125K
7.41K $375M
Activity Summary
Buys All Purchases 137 New Holdings 62 Increased Positions 75 Sells All Sells 105 Reductions 105 Sold out 0 Options Calls 0 Puts 0
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