Fortis Group Advisors, LLC New Holdings in Q2 2025

Fortis Group Advisors, LLC

  • $551 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
MTUM
Ishares Msci Usa Momentum Fact

ETFs
29.4K
New
$180.84 - $240.32 $5.33M - $7.08M
29.4K $7.11B
Listed Fds Tr
61.7K
New
N/A
61.7K $3.62B
OILK
Proshares Tr K 1 Free Crude Oi

ETFs
82.8K
New
$36.33 - $44.69 $3.01M - $3.7M
82.8K $3.56B
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
40K
New
$59.24 - $71.39 $2.37M - $2.85M
40K $2.85B
PKW
Invesco Exchange Traded Fd Tr

ETFs
19.6K
New
$98.58 - $123.6 $1.94M - $2.43M
19.6K $2.46B
BLOK
Amplify ETF Tr Trnsformational

ETFs
40.6K
New
$32.56 - $57.11 $1.32M - $2.32M
40.6K $2.4B
OSCR
Oscar Health, Inc.

Healthcare
157K
New
$11.6 - $21.44 $1.82M - $3.36M
157K $2.2B
FTNT
Fortinet, Inc.

Technology
20.7K
New
$84.71 - $108.69 $1.76M - $2.25M
20.7K $2.07B
Amplify ETF Tr
20.2K
New
N/A
20.2K $1.71B
AVGO
Broadcom Inc.

Technology
5.74K
New
$146.29 - $275.65 $840K - $1.58M
5.74K $1.69B
SOFI
So Fi Technologies, Inc.

Financial Services
67.4K
New
$9.5 - $18.21 $640K - $1.23M
67.4K $1.52B
JQUA
J P Morgan ETF Tr U S Quality

ETFs
24.7K
New
$50.39 - $60.05 $1.25M - $1.48M
24.7K $1.49B
AMAT
Applied Materials Inc

Technology
7.55K
New
$126.95 - $183.52 $958K - $1.38M
7.55K $1.36B
TMC
Tmc The Metals CO Inc.

Basic Materials
203K
New
$1.62 - $7.49 $329K - $1.52M
203K $1.21B
KLAC
Kla Corp

Technology
1.37K
New
$576.53 - $902.94 $788K - $1.23M
1.37K $1.2B
Neos ETF Trust
17.1K
New
N/A
17.1K $901M
MDIV
First Trust Multi Asset Divers

ETFs
51.1K
New
$14.96 - $16.41 $764K - $838K
51.1K $814M
J P Morgan Exchange Traded F
15K
New
N/A
15K $802M
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
15.3K
New
$41.45 - $54.46 $632K - $831K
15.3K $788M
LMND
Lemonade, Inc.

Financial Services
20.8K
New
$25.12 - $45.79 $523K - $954K
20.8K $785M
IGOV
Ishares 1 3 International Trea

ETFs
18.6K
New
$39.53 - $43.1 $734K - $800K
18.6K $769M
IPKW
Invesco ETF Tr Ii Internationa

ETFs
15.3K
New
$38.78 - $49.2 $593K - $753K
15.3K $757M
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
JEPI
J P Morgan Exchange Traded Fd

ETFs
11.9K
New
$51.14 - $57.0 $607K - $677K
11.9K $671M
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
5.26K
New
$116.93 - $119.39 $615K - $628K
5.26K $623M
UL
Unilever PLC

Consumer Defensive
10.3K
New
$57.9 - $65.43 $595K - $673K
10.3K $601M
TRV
Travelers Companies, Inc.

Financial Services
2.08K
New
$233.83 - $276.34 $486K - $574K
2.08K $541M
JAVA
Jp Morgan ETF Fd Tr Active Val

ETFs
7.71K
New
$56.84 - $65.5 $438K - $505K
7.71K $506M
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
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
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
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
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
MS
Morgan Stanley

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