Fortis Group Advisors, LLC Portfolio Holdings
Fortis Group Advisors, LLC
- $515 Billion
- Q1 2025
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.
Stock Holdings Table Market Cap. of $300 Millions to $2 Billions
Summary
- Portfolio
- No. of Stocks 568
- Current Value $515 Billion
- Prior Value $537 Billion
- Filing
- Period Q1 2025
- Filing Date May 02, 2025
- Form Type 13F-HR
- Activity in Q1 2025
- New Purchases 43 stocks
- Additional Purchases 60 stocks
- Sold out of 0 stocks
- Reduced holdings in 114 stocks