Fortis Group Advisors, LLC has filed its 13F form on May 02, 2025 for Q1 2025 where it was disclosed a total value porftolio of $515 Billion distributed in 568 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 $43B, Invesco ETF Tr Ii S&P 500 Mome with a value of $15.3B, Invesco S&P 500 Equal Weight E with a value of $15.3B, Apple Inc. with a value of $14.7B, and Spdr Gold Trust with a value of $13.3B.
Examining the 13F form we can see an decrease of $22B in the current position value, from $537B to 515B.
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
$515 Billion
ETFs: $352 Billion
Technology: $38.1 Billion
Communication Services: $19.6 Billion
Consumer Cyclical: $17.7 Billion
Financial Services: $16.4 Billion
Consumer Defensive: $12 Billion
Energy: $5.64 Billion
Healthcare: $5.22 Billion
Other: $9.52 Billion
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
