Fortis Group Advisors, LLC Incresed Positions 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
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
XLRE
Select Sector Spdr Tr Real Est

ETFs
115K
+ 79.67%
$39.18 - $43.52 $4.52M - $5.03M
260K $10.9B
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
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
AVUS
American Centy ETF Tr Avantis

ETFs
19.9K
+ 159.32%
$90.7 - $101.57 $1.81M - $2.02M
32.4K $3B
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
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
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
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
BABA
Alibaba Group Holding LTD

Consumer Cyclical
6.61K
+ 24466.67%
$80.53 - $147.57 $532K - $975K
6.63K $877M
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
CGDV
Capital Group Divid Value ETF

ETFs
16.8K
+ 47.24%
$34.95 - $37.36 $586K - $627K
52.3K $1.86B
PM
Philip Morris International Inc.

Consumer Defensive
2.76K
+ 70.93%
$117.15 - $158.79 $323K - $438K
6.65K $1.06B
MUSI
American Centy ETF Tr Multisec

ETFs
8.02K
+ 20.67%
$42.96 - $44.13 $344K - $354K
46.8K $2.05B
VZ
Verizon Communications Inc

Communication Services
3.85K
+ 17.23%
$37.81 - $46.49 $146K - $179K
26.2K $1.19B
Liberty Media
3.03K
+ 6062.0%
N/A
3.08K $277M
VIG
Vanguard Dividend Appreciation

ETFs
1.38K
+ 12.12%
N/A
12.8K $2.48B
WELL
Welltower Inc.

Real Estate
1.52K
+ 3042.0%
$124.05 - $156.86 $189K - $239K
1.57K $241M
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
2.73K
+ 203.81%
$67.08 - $76.14 $183K - $208K
4.07K $300M
IOO
Ishares Tr Global 100 ETF

ETFs
2.12K
+ 15.49%
$96.2 - $105.12 $204K - $223K
15.8K $1.52B
CVX
Chevron Corp

Energy
49
+ 0.96%
$146.71 - $167.97 $7.19K - $8.23K
5.18K $866M
MMM
3 M CO

Industrials
424
+ 12.81%
$129.7 - $155.12 $55K - $65.8K
3.73K $548M
KO
Coca Cola CO

Consumer Defensive
903
+ 15.27%
$60.81 - $72.32 $54.9K - $65.3K
6.82K $488M
JCPB
J P Morgan Exchange Traded Fd

ETFs
2.05K
+ 40.02%
$45.56 - $47.23 $93.3K - $96.7K
7.17K $337M
VUG
Vanguard Growth ETF

ETFs
900
+ 15.24%
$369.1 - $427.61 $332K - $385K
6.81K $2.52B
LGLV
Spdr Ssga Us Large Cap Low Vol

ETFs
89
+ 1.21%
$162.48 - $175.37 $14.5K - $15.6K
7.43K $1.29B
PLNT
Planet Fitness, Inc.

Consumer Cyclical
847
+ 26.49%
$90.12 - $109.07 $76.3K - $92.4K
4.05K $391M
ED
Consolidated Edison Inc

Utilities
9
+ 0.29%
$88.0 - $110.59 $792 - $995
3.14K $348M
EEM
Ishares Msci Emerging Markets

ETFs
839
+ 6.38%
$40.81 - $45.34 $34.2K - $38K
14K $612M
ROKU
Roku, Inc

Communication Services
1.22K
+ 15.03%
$67.36 - $99.07 $82K - $121K
9.32K $656M
Invesco Galaxy Bitcoin ETF
1.75K
+ 20.9%
N/A
10.1K $834M
IVOL
Kraneshares Tr Quadratic Int R

ETFs
221
+ 0.71%
$17.61 - $18.7 $3.89K - $4.13K
31.2K $584M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
578
+ 5.82%
$49.78 - $53.19 $28.8K - $30.7K
10.5K $537M
DE
Deere & CO

Industrials
1
+ 0.16%
$408.57 - $509.27 $409 - $509
619 $290M
NJR
New Jersey Resources Corp

Utilities
7
+ 0.07%
$45.25 - $49.37 $317 - $346
10.8K $528M
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
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