Fortis Group Advisors, LLC has filed its 13F form on January 31, 2025 for Q4 2024 where it was disclosed a total value porftolio of $537 Billion distributed in 567 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 $41.3B, Invesco ETF Tr Ii S&P 500 Mome with a value of $27.5B, Apple Inc. with a value of $17.1B, Invesco Exchange Traded Fd Tr with a value of $14.7B, and T Rowe Price ETF Inc with a value of $12.7B.
Examining the 13F form we can see an decrease of $3.96B in the current position value, from $541B to 537B.
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
$537 Billion
ETFs: $373 Billion
Technology: $47.7 Billion
Communication Services: $20.9 Billion
Consumer Cyclical: $20 Billion
Financial Services: $12.5 Billion
Consumer Defensive: $10.5 Billion
Energy: $8.37 Billion
Healthcare: $6.98 Billion
Other: $8.72 Billion
Stock Holdings Table Market Cap. of $200 Billions or more
