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
ET
Energy Transfer LP

Energy
-14.3K
- 41.84%
$17.26 - $21.08 $247K - $302K
19.9K $370M
HFXI
Indexiq Iq 50 Percent Hedged F

ETFs
-13.7K
- 25.92%
$25.98 - $28.41 $355K - $388K
39.1K $1.08B
Tko Group Holdings Inc
-2.22K
- 51.87%
N/A
2.06K $314M
IRT
Independence Realty Trust, Inc.

Real Estate
-13.8K
- 99.99%
$18.23 - $21.8 $252K - $302K
2 $42K
SHY
Ishares Barclays 1 3 Year Trea

ETFs
-3.71K
- 4.58%
$81.83 - $82.73 $304K - $307K
77.4K $6.4B
JNJ
Johnson & Johnson

Healthcare
-1.66K
- 65.53%
$142.06 - $167.7 $236K - $278K
872 $145M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
-4.3K
- 46.54%
$50.39 - $50.66 $217K - $218K
4.94K $250M
SPOT
Spotify Technology S.A.

Communication Services
-1.36K
- 25.16%
$457.79 - $648.32 $621K - $879K
4.03K $2.22B
INTC
Intel Corp

Technology
-10.9K
- 44.6%
$19.1 - $27.39 $209K - $300K
13.6K $309M
TJX
Tjx Companies Inc

Consumer Cyclical
-1.58K
- 9.29%
$112.81 - $126.16 $179K - $200K
15.5K $1.88B
XLF
Financial Sector Spdr

ETFs
-6.69K
- 5.78%
$47.32 - $52.19 $316K - $349K
109K $5.44B
DKNG
Draft Kings Inc.

Consumer Cyclical
-3.66K
- 36.49%
$33.21 - $53.49 $122K - $196K
6.37K $212M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-920
- 3.8%
$57.21 - $65.8 $52.6K - $60.5K
23.3K $1.36B
STKL
Sun Opta Inc.

Consumer Defensive
-178
- 0.38%
$4.86 - $7.86 $865 - $1.4K
47.2K $230M
CMCSA
Comcast Corp

Communication Services
-2.22K
- 24.24%
$33.19 - $38.23 $73.6K - $84.8K
6.93K $256M
FLMB
Franklin Muni Green Bd ETF

ETFs
-3.31K
- 19.39%
$23.25 - $24.05 $76.9K - $79.6K
13.8K $323M
CCJ
Cameco Corp

Energy
-386
- 5.9%
$40.64 - $56.86 $15.7K - $21.9K
6.16K $253M
DIS
Walt Disney CO

Communication Services
-239
- 8.8%
$96.87 - $114.0 $23.2K - $27.2K
2.48K $244M
PANW
Palo Alto Networks Inc

Technology
-128
- 4.56%
$167.82 - $208.28 $21.5K - $26.7K
2.68K $457M
MRK
Merck & Co., Inc.

Healthcare
-20
- 0.41%
$83.01 - $101.02 $1.66K - $2.02K
4.87K $437M
BDX
Becton Dickinson & CO

Healthcare
-203
- 10.53%
$222.79 - $249.08 $45.2K - $50.6K
1.73K $395M
FLLV
Franklin Templeton ETF Tr
-992
- 5.48%
N/A
17.1K $961M
MA
Mastercard Inc

Financial Services
-190
- 5.36%
$504.67 - $576.31 $95.9K - $109K
3.35K $1.84B
PEG
Public Service Enterprise Group Inc

Utilities
-23
- 0.21%
$78.2 - $90.39 $1.8K - $2.08K
11K $905M
IGM
Ishares Expanded Tech Sector E

ETFs
-222
- 62.71%
$90.67 - $108.46 $20.1K - $24.1K
132 $12M
ORCL
Oracle Corp

Technology
-105
- 49.3%
$139.81 - $186.47 $14.7K - $19.6K
108 $15.1M
APLE
Apple Hospitality Reit, Inc.

Real Estate
-746
- 17.15%
$12.87 - $15.85 $9.6K - $11.8K
3.6K $46.5M
LVHI
Franklin International Low Vol

ETFs
-1.74K
- 7.49%
$30.53 - $32.85 $53.1K - $57.2K
21.5K $696M
IYJ
Ishares Tr

ETFs
-80
- 50.0%
$127.48 - $142.0 $10.2K - $11.4K
80 $10.4M
Ge Vernova
-19
- 23.75%
N/A
61 $18.6M
IYK
Ishares U.S. Consumer Staples

ETFs
-126
- 50.0%
$63.29 - $71.8 $7.97K - $9.05K
126 $9.02M
TIP
Ishares Tr Tips Bd ETF

ETFs
-55
- 31.61%
$106.22 - $111.09 $5.84K - $6.11K
119 $13.2M
UAL
United Airlines Holdings, Inc.

Industrials
-21
- 17.36%
$69.05 - $110.52 $1.45K - $2.32K
100 $6.91M
GE
General Electric CO

Industrials
-78
- 23.56%
$168.59 - $212.13 $13.2K - $16.5K
253 $50.6M
AVK
Advent Convertible & Income Fund

Financial Services
-365
- 40.15%
$11.44 - $12.34 $4.18K - $4.5K
544 $6.27M
KD
Kyndryl Holdings, Inc.

Technology
-31
- 3.88%
$31.32 - $43.45 $971 - $1.35K
769 $24.1M
JRI
Nuveen Real Asset Income & Growth Fund

Financial Services
-308
- 49.92%
N/A
309 $4M
SVC
Service Properties Trust

Real Estate
-1.1K
- 47.87%
$2.38 - $2.99 $2.63K - $3.3K
1.2K $3.14M
EMN
Eastman Chemical CO

Basic Materials
-27
- 47.37%
$87.05 - $103.47 $2.35K - $2.79K
30 $2.64M
CSCO
Cisco Systems, Inc.

Technology
-50
- 19.92%
$58.74 - $64.87 $2.94K - $3.24K
201 $12.4M
Ge Healthcare
-26
- 24.3%
N/A
81 $6.54M
DELL
Dell Technologies Inc.

Technology
-10
- 35.71%
$90.34 - $124.66 $903 - $1.25K
18 $1.64M
JCI
Johnson Controls International PLC

Industrials
-18
- 48.65%
$76.12 - $90.6 $1.37K - $1.63K
19 $1.52M
THD
Ishares Inc Msci Thailand ETF

ETFs
-11
- 50.0%
$51.96 - $59.9 $572 - $659
11 $572K
PNR
Pentair PLC

Industrials
-4
- 44.44%
$84.0 - $105.35 $336 - $421
5 $437K
PG
Procter & Gamble CO

Consumer Defensive
-99
- 1.68%
$158.56 - $176.26 $15.7K - $17.4K
5.8K $988M
NVT
N Vent Electric PLC

Industrials
-5
- 55.56%
$52.42 - $75.4 $262 - $377
4 $210K
EPP
Ishares Inc

ETFs
-9
- 47.37%
$43.24 - $46.56 $389 - $419
10 $441K
EWY
Ishares Inc Msci South Korea E

ETFs
-8
- 50.0%
$51.16 - $58.46 $409 - $468
8 $432K
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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