Fortis Group Advisors, LLC Reduced Holdings in Q1 2025

Fortis Group Advisors, LLC

  • $515 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
SPMO
Invesco ETF Tr Ii S&P 500 Mome

ETFs
-124K
- 42.75%
$91.76 - $103.26 $11.3M - $12.8M
165K $15.3B
QQQ
Invesco Qqq Trust, Series 1

ETFs
-22K
- 99.64%
$468.34 - $539.52 $10.3M - $11.8M
79 $37M
QQQM
Invesco Exchange Traded Fd Tr

ETFs
-41.3K
- 59.23%
$192.82 - $222.1 $7.96M - $9.16M
28.4K $5.48B
HYG
Ishares Tr

ETFs
-105K
- 96.96%
$78.51 - $80.11 $8.26M - $8.43M
3.3K $260M
XLE
Energy Sector Spdr

ETFs
-86K
- 86.74%
$85.7 - $93.96 $7.37M - $8.08M
13.1K $1.23B
AVUV
American Centy ETF Tr Avantis

ETFs
-55.7K
- 84.43%
$84.95 - $100.62 $4.73M - $5.6M
10.3K $895M
XLG
Invesco Exchange Traded Fd Tr

ETFs
-96.2K
- 66.12%
$45.72 - $51.73 $4.4M - $4.98M
49.3K $2.27B
XLY
Select Sector Spdr Consumer Di

ETFs
-17.6K
- 51.77%
$192.6 - $233.2 $3.4M - $4.11M
16.4K $3.24B
MGK
Vanguard Mega Cap Growth ETF

ETFs
-12.3K
- 85.33%
$307.43 - $357.48 $3.79M - $4.41M
2.12K $656M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
-52.6K
- 34.22%
$64.88 - $72.1 $3.41M - $3.79M
101K $6.65B
BILS
Spdr Bloomberg 3 12 Month T Bi

ETFs
-24.9K
- 21.52%
$99.16 - $99.52 $2.47M - $2.48M
90.7K $9.03B
GOOGL
Alphabet Inc.

Communication Services
-3.97K
- 7.94%
$154.33 - $206.19 $613K - $819K
46.1K $7.12B
AAPL
Apple Inc.

Technology
-1.8K
- 2.63%
$209.68 - $247.1 $376K - $444K
66.4K $14.7B
CRWD
Crowd Strike Holdings, Inc.

Technology
-6.84K
- 56.72%
$308.86 - $455.36 $2.11M - $3.11M
5.22K $1.84B
USFR
Wisdomtree Floating Rate Treas

ETFs
-40.8K
- 31.27%
$50.29 - $50.5 $2.05M - $2.06M
89.6K $4.51B
PFF
Ishares Trust Ishares Pfd And

ETFs
-62.7K
- 82.86%
$30.73 - $32.26 $1.93M - $2.02M
13K $398M
XOM
Exxon Mobil Corp

Energy
-20.5K
- 39.71%
$105.44 - $118.93 $2.17M - $2.44M
31.2K $3.71B
AMZN
Amazon Com Inc

Consumer Cyclical
-2.69K
- 6.3%
$190.26 - $242.06 $512K - $652K
40.1K $7.62B
T Rowe Price ETF Inc
-39.2K
- 10.29%
N/A
342K $11B
TBIL
Rbb Fd Inc Us Treas 3 Month Bi
-33.2K
- 24.14%
N/A
104K $5.21B
UNH
Unitedhealth Group Inc

Healthcare
-3.21K
- 53.11%
$461.52 - $548.18 $1.48M - $1.76M
2.83K $1.48B
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
-24.8K
- 30.17%
$68.32 - $75.06 $1.69M - $1.86M
57.4K $4.29B
IWM
Ishares Russell 2000 ETF

ETFs
-4.79K
- 30.24%
$198.1 - $229.79 $950K - $1.1M
11.1K $2.21B
WMT
Walmart Inc.

Consumer Defensive
-13.2K
- 39.8%
$84.5 - $105.05 $1.12M - $1.39M
20K $1.76B
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
-12.6K
- 14.57%
$100.34 - $100.68 $1.26M - $1.27M
73.8K $7.43B
IWO
Ishares Russell 2000 Gwt ETF

ETFs
-804
- 2.67%
$254.58 - $302.92 $205K - $244K
29.3K $7.48B
IAK
Ishares Tr

ETFs
-9.93K
- 50.34%
$121.85 - $137.9 $1.21M - $1.37M
9.8K $1.35B
PHDG
Invesco Actively Mngd ETF Tr S

ETFs
-30.4K
- 74.61%
$36.16 - $38.77 $1.1M - $1.18M
10.3K $377M
COST
Costco Wholesale Corp

Consumer Defensive
-1.24K
- 26.4%
$890.62 - $1076.86 $1.11M - $1.34M
3.46K $3.27B
IYW
Ishares Dj Us Tech ETF

ETFs
-5.44K
- 44.96%
$140.44 - $166.79 $764K - $907K
6.66K $935M
MSFT
Microsoft Corp

Technology
-840
- 6.74%
$375.39 - $447.2 $315K - $376K
11.6K $4.37B
NVDA
Nvidia Corp

Technology
-1.08K
- 3.82%
$106.98 - $149.43 $115K - $161K
27.2K $2.95B
COIN
Coinbase Global, Inc.

Technology
-1.21K
- 14.42%
$172.23 - $301.3 $208K - $364K
7.17K $1.23B
QUAL
Ishares Msci Usa Quality Facto

ETFs
-3.32K
- 9.22%
$168.16 - $186.21 $558K - $617K
32.7K $5.58B
SPY
Spdr S&P 500 ETF Trust

ETFs
-548
- 3.47%
$551.42 - $612.93 $302K - $336K
15.3K $8.54B
HUBS
Hubspot Inc

Technology
-896
- 65.93%
$571.29 - $819.71 $512K - $734K
463 $265M
IGV
Ishares Expanded Tech Software

ETFs
-5.16K
- 31.11%
$88.3 - $107.83 $455K - $556K
11.4K $1.02B
META
Meta Platforms, Inc.

Communication Services
-972
- 16.74%
$576.36 - $736.67 $560K - $716K
4.84K $2.79B
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
-1.24K
- 8.35%
$408.78 - $448.82 $506K - $555K
13.6K $5.7B
MMIT
Indexiq Active ETF Tr Iq Macka

ETFs
-19.5K
- 45.85%
$23.87 - $24.35 $465K - $474K
23K $551M
SHV
Ishares Tr

ETFs
-4.14K
- 31.62%
$110.11 - $110.51 $456K - $458K
8.96K $989M
PINK
Simplify Exchange Traded Fds S

ETFs
-10.7K
- 4.99%
$28.87 - $31.11 $310K - $334K
204K $5.99B
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-679
- 75.44%
$507.05 - $563.67 $344K - $383K
221 $114M
OMFL
Invesco Exchange Traded Self I

ETFs
-6.23K
- 18.22%
$52.19 - $57.45 $325K - $358K
28K $1.49B
IWN
Ishares Russell2000 Val ETF

ETFs
-522
- 2.52%
$149.27 - $169.4 $77.9K - $88.4K
20.2K $3.05B
IVV
Ishares Core S&P 500 ETF

ETFs
-194
- 2.38%
$554.06 - $615.85 $107K - $119K
7.94K $4.46B
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
-1.27K
- 54.74%
$203.38 - $274.79 $258K - $349K
1.05K $216M
VO
Vanguard Mid Cap ETF

ETFs
-860
- 5.32%
$251.87 - $277.95 $217K - $239K
15.3K $3.96B
TMUS
T Mobile Us, Inc.

Communication Services
-1.78K
- 49.85%
$211.3 - $272.83 $377K - $487K
1.8K $479M
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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