Fortis Group Advisors, LLC Reduced Holdings in Q3 2025

Fortis Group Advisors, LLC

  • $581 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
SHY
Ishares Barclays 1 3 Year Trea

ETFs
-64.7K
- 95.22%
$82.38 - $83.0 $5.33M - $5.37M
3.25K $269M
XLE
Energy Sector Spdr

ETFs
-59.4K
- 94.21%
$84.25 - $91.99 $5M - $5.46M
3.65K $322M
XLF
Financial Sector Spdr

ETFs
-85.3K
- 99.83%
$51.37 - $54.25 $4.38M - $4.63M
144 $7.74M
XLRE
Select Sector Spdr Tr Real Est

ETFs
-89.6K
- 50.61%
$40.94 - $42.85 $3.67M - $3.84M
87.4K $3.58B
XLU
Utilities Sector Spdr

ETFs
-42.4K
- 97.51%
$81.14 - $87.32 $3.44M - $3.7M
1.08K $94.5M
XLP
Consumer Staples Sector Spdr

ETFs
-43.9K
- 92.83%
N/A
3.39K $259M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
-36.3K
- 8.74%
$91.44 - $91.77 $3.32M - $3.33M
379K $34.8B
MTUM
Ishares Msci Usa Momentum Fact

ETFs
-14K
- 47.43%
$236.25 - $257.69 $3.3M - $3.6M
15.5K $3.94B
QUAL
Ishares Msci Usa Quality Facto

ETFs
-15.1K
- 85.66%
$182.33 - $194.5 $2.75M - $2.93M
2.52K $495M
BILS
Spdr Bloomberg 3 12 Month T Bi

ETFs
-16.5K
- 13.36%
$99.12 - $99.52 $1.64M - $1.65M
107K $10.7B
V
Visa Inc.

Financial Services
-3.88K
- 29.05%
$332.09 - $358.86 $1.29M - $1.39M
9.48K $3.23B
DG
Dollar General Corp

Consumer Defensive
-13.2K
- 99.25%
$101.86 - $116.32 $1.34M - $1.53M
100 $10.3M
USFR
Wisdomtree Floating Rate Treas

ETFs
-27.1K
- 30.66%
$50.23 - $50.48 $1.36M - $1.37M
61.2K $3.08B
JQUA
J P Morgan ETF Tr U S Quality

ETFs
-21.4K
- 86.45%
$59.61 - $63.09 $1.27M - $1.35M
3.35K $210M
TBIL
Rbb Fd Inc Us Treas 3 Month Bi
-25.7K
- 32.46%
N/A
53.4K $2.67B
CGDV
Capital Group Divid Value ETF

ETFs
-28.1K
- 58.39%
$39.59 - $42.21 $1.11M - $1.19M
20K $854M
MUSI
American Centy ETF Tr Multisec

ETFs
-19.9K
- 38.14%
$43.63 - $44.75 $867K - $889K
32.2K $1.43B
QGRO
American Centy ETF Tr Stoxx Us

ETFs
-7.66K
- 40.48%
$107.5 - $115.86 $824K - $888K
11.3K $1.3B
PM
Philip Morris International Inc.

Consumer Defensive
-3.92K
- 64.73%
$157.77 - $183.27 $618K - $718K
2.14K $310M
RSP
Invesco S&P 500 Equal Weight E

ETFs
-4.46K
- 10.18%
$181.56 - $190.33 $810K - $849K
39.3K $7.39B
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
-5.72K
- 9.36%
$100.37 - $100.74 $574K - $576K
55.4K $5.58B
KORP
American Centy ETF Tr Diversif

ETFs
-12K
- 38.39%
$46.36 - $47.95 $557K - $576K
19.3K $918M
VGK
Vanguard Ftse Europe ETF Ftse

ETFs
-10.1K
- 15.42%
$75.26 - $80.19 $757K - $806K
55.1K $4.43B
IAU
Ishares Gold Trust

ETFs
-19.9K
- 25.94%
$61.62 - $72.77 $1.23M - $1.45M
56.9K $4.29B
PLTR
Palantir Technologies Inc.

Technology
-10.4K
- 27.13%
$130.68 - $186.97 $1.36M - $1.95M
28K $5.6B
DVY
Ishares Tr

ETFs
-3.38K
- 35.37%
$133.88 - $142.57 $452K - $482K
6.17K $859M
J P Morgan Exchange Traded F
-7.98K
- 53.09%
N/A
7.05K $383M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
-7.4K
- 99.95%
$50.47 - $50.74 $374K - $376K
4 $203K
SHV
Ishares Tr

ETFs
-3.08K
- 41.38%
$110.06 - $110.49 $339K - $340K
4.36K $482M
OSCR
Oscar Health, Inc.

Healthcare
-52.8K
- 33.71%
$13.42 - $20.45 $709K - $1.08M
104K $1.87B
DLTR
Dollar Tree, Inc.

Consumer Defensive
-2.7K
- 99.56%
$94.03 - $117.16 $254K - $317K
12 $1.13M
MO
Altria Group, Inc.

Consumer Defensive
-1.32K
- 3.04%
$57.75 - $67.68 $75.9K - $89K
41.9K $2.37B
IVOL
Kraneshares Tr Quadratic Int R

ETFs
-14.7K
- 14.21%
$19.15 - $20.2 $281K - $296K
88.6K $1.7B
XLI
Industrial Sector Spdr

ETFs
-1.76K
- 13.4%
$147.94 - $154.99 $261K - $273K
11.4K $1.77B
JCPB
J P Morgan Exchange Traded Fd

ETFs
-5.04K
- 47.35%
$46.37 - $47.77 $233K - $241K
5.6K $267M
NJR
New Jersey Resources Corp

Utilities
-4.39K
- 40.73%
$45.05 - $48.15 $198K - $211K
6.39K $283M
BA
Boeing CO

Industrials
-966
- 66.03%
$209.79 - $237.38 $203K - $229K
497 $107M
MFC
Manulife Financial Corp

Financial Services
-6.56K
- 91.55%
$29.9 - $32.34 $196K - $212K
605 $18.8M
TMUS
T Mobile Us, Inc.

Communication Services
-713
- 41.17%
$226.02 - $259.01 $161K - $185K
1.02K $214M
IGOV
Ishares 1 3 International Trea

ETFs
-4.07K
- 21.91%
$41.44 - $43.19 $168K - $176K
14.5K $611M
SPHD
Invesco ETF Tr Ii S&P 500 High

ETFs
-2.06K
- 1.63%
$47.56 - $49.7 $97.7K - $102K
124K $5.85B
COIN
Coinbase Global, Inc.

Technology
-25
- 0.64%
$297.99 - $419.78 $7.45K - $10.5K
3.89K $1.34B
MMIT
Indexiq Active ETF Tr Iq Macka

ETFs
-6.01K
- 20.86%
$23.69 - $24.32 $142K - $146K
22.8K $557M
COST
Costco Wholesale Corp

Consumer Defensive
-78
- 4.27%
$915.95 - $994.57 $71.4K - $77.6K
1.75K $1.59B
MDIV
First Trust Multi Asset Divers

ETFs
-6.71K
- 13.12%
$15.87 - $16.26 $106K - $109K
44.4K $695M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
-20.5K
- 7.9%
$72.65 - $78.68 $1.49M - $1.62M
239K $19.2B
NFLX
Netflix Inc

Communication Services
-48
- 3.55%
$1147.87 - $1297.18 $55.1K - $62.3K
1.3K $1.46B
MA
Mastercard Inc

Financial Services
-112
- 3.81%
$550.18 - $598.96 $61.6K - $67.1K
2.83K $1.56B
LGLV
Spdr Ssga Us Large Cap Low Vol

ETFs
-525
- 7.28%
$172.72 - $179.11 $90.7K - $94K
6.69K $1.15B
Activity Summary
Buys All Purchases 128 New Holdings 42 Increased Positions 86 Sells All Sells 108 Reductions 108 Sold out 0 Options Calls 0 Puts 0
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