Fortis Group Advisors, LLC Closed Holding Positions

Fortis Group Advisors, LLC

  • $543 Billion
  • Q1 2024
Stock Closed Quarter Shares Sold Price Range Trade History
SPTS
Spdr Portfolio Short Term Trea

ETFs
Q1 2023 Filed on May 26, 2023
527,786
$28.64 - $29.36 $15.1M - $15.5M
ENB
Enbridge Inc

Energy
Q1 2023 Filed on May 26, 2023
7,897
$36.45 - $41.94 $288K - $331K
EQIX
Equinix Inc

Real Estate
Q1 2023 Filed on May 26, 2023
416
$660.62 - $752.98 $275K - $313K
ONEM
1 Life Healthcare Inc

Healthcare
Q1 2023 Filed on May 26, 2023
11,967
$0.0 - $16.61 $0 - $199K
TDOC
Teladoc Health, Inc.

Healthcare
Q1 2023 Filed on May 26, 2023
9,864
$22.27 - $33.2 $220K - $327K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
Q1 2023 Filed on May 26, 2023
1,700
$96.32 - $100.79 $164K - $171K
AMGN
Amgen Inc

Healthcare
Q1 2023 Filed on May 26, 2023
992
$225.79 - $275.2 $224K - $273K
QCOM
Qualcomm Inc

Technology
Q1 2023 Filed on May 26, 2023
2,820
$107.2 - $138.46 $302K - $390K
JPC
Nuveen Preferred & Income Opportunities Fund

Financial Services
Q1 2023 Filed on May 26, 2023
33,347
$6.06 - $8.03 $202K - $268K
HUM
Humana Inc

Healthcare
Q1 2023 Filed on May 26, 2023
1,092
$476.57 - $513.28 $520K - $561K
PCH
Potlatchdeltic Corp

Real Estate
Q1 2023 Filed on May 26, 2023
15,128
$43.21 - $49.83 $654K - $754K
SFM
Sprouts Farmers Market, Inc.

Consumer Defensive
Q1 2023 Filed on May 26, 2023
19,493
$30.12 - $35.03 $587K - $683K
ZEN
Zendesk, Inc.

Technology
Q1 2023 Filed on May 26, 2023
15,296
N/A
ZM
Zoom Video Communications, Inc.

Technology
Q1 2023 Filed on May 26, 2023
3,377
$65.62 - $84.66 $222K - $286K
SH
Proshares Short S&P500 New (De

ETFs
Q1 2023 Filed on May 26, 2023
27,000
$14.77 - $16.16 $399K - $436K
SQ
Block, Inc.

Technology
Q1 2023 Filed on May 26, 2023
3,013
$60.68 - $88.41 $183K - $266K
NEE
Nextera Energy Inc

Utilities
Q1 2023 Filed on May 26, 2023
19,578
$69.87 - $85.74 $1.37M - $1.68M
GSLC
Goldman Sachs ETF Tr Activebet

ETFs
Q1 2023 Filed on May 26, 2023
7,250
$75.47 - $82.67 $547K - $599K
FISR
Ssga Active Tr Spdr Ssga Fixed

ETFs
Q1 2023 Filed on May 26, 2023
9,062
$25.35 - $26.69 $230K - $242K
HTA
Healthcare Trust Of America, Inc.

Real Estate
Q1 2023 Filed on May 26, 2023
7,867
N/A
TOTL
Ssga Active ETF Tr Spdr Doblel

ETFs
Q1 2023 Filed on May 26, 2023
24,696
$39.94 - $41.62 $986K - $1.03M
HYDW
Dbx ETF Tr X Trackers Low Beta

ETFs
Q1 2023 Filed on May 26, 2023
4,950
$44.08 - $46.22 $218K - $229K
GOOG
Alphabet Inc.

Communication Services
Q1 2023 Filed on May 26, 2023
154
$86.77 - $108.8 $13.4K - $16.8K
VNLA
Janus Henderson Short Duration

ETFs
Q1 2023 Filed on May 26, 2023
15,470
$47.47 - $47.88 $734K - $741K
VER
Vereit, Inc.

Real Estate
Q1 2023 Filed on May 26, 2023
14,664
N/A
EXR
Extra Space Storage Inc.

Real Estate
Q1 2023 Filed on May 26, 2023
2,718
$141.03 - $169.11 $383K - $460K
CXP
Columbia Property Trust, Inc.

Real Estate
Q1 2023 Filed on May 26, 2023
11,216
N/A
IVW
Ishares S&P 500 Growth ETF

ETFs
Q1 2023 Filed on May 26, 2023
1,183
$57.25 - $63.89 $67.7K - $75.6K
VLO
Valero Energy Corp

Energy
Q1 2023 Filed on May 26, 2023
7,070
$119.51 - $149.96 $845K - $1.06M
KEY
Keycorp

Financial Services
Q1 2023 Filed on May 26, 2023
12,533
$11.27 - $20.05 $141K - $251K
CCL
Carnival Corp

Consumer Cyclical
Q1 2023 Filed on May 26, 2023
22,557
$7.97 - $12.19 $180K - $275K
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
Q1 2023 Filed on May 26, 2023
1,228
$433.1 - $497.12 $532K - $610K
GS
Goldman Sachs Group Inc

Financial Services
Q1 2023 Filed on May 26, 2023
2,168
$303.54 - $375.1 $658K - $813K
PDD
Pinduoduo Inc.

Consumer Cyclical
Q1 2023 Filed on May 26, 2023
21,645
$71.68 - $104.68 $1.55M - $2.27M
ZVO
Zovio Inc

Consumer Defensive
Q1 2023 Filed on May 26, 2023
14,000
N/A
VMO
Invesco Municipal Opportunity Trust

Financial Services
Q1 2023 Filed on May 26, 2023
11,052
$9.33 - $10.18 $103K - $113K
FSLY
Fastly, Inc.

Technology
Q1 2023 Filed on May 26, 2023
5,116
$8.08 - $17.76 $41.3K - $90.9K
ZNGA
Zynga Inc.

Communication Services
Q1 2023 Filed on May 26, 2023
27,946
N/A
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
Q1 2023 Filed on May 26, 2023
12,304
$36.04 - $42.08 $443K - $518K
SPIP
Spdr Ser Tr Spdr Portfolio Tip

ETFs
Q1 2023 Filed on May 26, 2023
9,241
$25.69 - $26.67 $237K - $246K
TER
Teradyne, Inc

Technology
Q1 2023 Filed on May 26, 2023
12,787
$85.93 - $111.54 $1.1M - $1.43M
ETN
Eaton Corp PLC

Industrials
Q1 2023 Filed on May 26, 2023
6,841
$151.86 - $177.55 $1.04M - $1.21M
GH
Guardant Health, Inc.

Healthcare
Q1 2023 Filed on May 26, 2023
7,907
$22.92 - $33.76 $181K - $267K
INTU
Intuit Inc

Technology
Q1 2023 Filed on May 26, 2023
2,338
$375.62 - $452.16 $878K - $1.06M
ENPH
Enphase Energy, Inc.

Technology
Q1 2023 Filed on May 26, 2023
10,942
$183.64 - $253.31 $2.01M - $2.77M
DDD
3 D Systems Corp

Technology
Q1 2023 Filed on May 26, 2023
15,397
$7.49 - $12.39 $115K - $191K
TTOO
T2 Biosystems, Inc.

Healthcare
Q1 2023 Filed on May 26, 2023
14,450
$0.46 - $2.04 $6.65K - $29.5K
GSY
Invesco Actively Mngd ETF Tr U

ETFs
Q1 2023 Filed on May 26, 2023
8,951
$49.44 - $49.77 $443K - $445K
IUSG
Ishares Core S&P U.S Growth Et

ETFs
Q1 2023 Filed on May 26, 2023
3,000
$79.81 - $88.77 $239K - $266K
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