Fortis Group Advisors, LLC has filed its 13F form on August 08, 2025 for Q2 2025 where it was disclosed a total value porftolio of $551 Billion distributed in 598 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Spdr Bloomberg 1 3 Month T Bil with a value of $38.1B, Invesco Qqq Trust, Series 1 with a value of $26.7B, Invesco ETF Tr Ii S&P 500 Mome with a value of $25.3B, Invesco Exchange Traded Fd Tr with a value of $20.7B, and Spdr Portfolio S&P 500 ETF (Ma with a value of $19.3B.
Examining the 13F form we can see an increase of $35.5B in the current position value, from $515B to 551B.
Fortis Group Advisors, LLC is based out at Westwood, NJ
Below you can find more details about Fortis Group Advisors, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$551 Billion
ETFs: $377 Billion
Technology: $46.6 Billion
Communication Services: $20.1 Billion
Consumer Cyclical: $17.7 Billion
Consumer Defensive: $16 Billion
Financial Services: $15.7 Billion
Healthcare: $7.51 Billion
Energy: $6.25 Billion
Other: $11.7 Billion
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
