Fortis Group Advisors, LLC has filed its 13F form on November 07, 2025 for Q3 2025 where it was disclosed a total value porftolio of $581 Billion distributed in 608 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 $34.8B, Invesco Qqq Trust, Series 1 with a value of $29.4B, Invesco ETF Tr Ii S&P 500 Mome with a value of $28.1B, Invesco Exchange Traded Fd Tr with a value of $22.3B, and Spdr Portfolio S&P 500 ETF (Ma with a value of $19.2B.
Examining the 13F form we can see an increase of $30.1B in the current position value, from $551B to 581B.
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
$581 Billion
ETFs: $378 Billion
Technology: $50.5 Billion
Consumer Cyclical: $25.3 Billion
Communication Services: $20.8 Billion
Financial Services: $18.6 Billion
Consumer Defensive: $15.4 Billion
Healthcare: $10.2 Billion
Industrials: $6.02 Billion
Other: $11.6 Billion
Stock Holdings Table Market Cap. of $2 Billions to $10 Billions
