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Fortis Advisors

Latest statistics and disclosures from Fortis Advisors's latest quarterly 13F-HR filing:

Top 5 stock holdings are VUSB, BSV, VFVA, DBND, BND, and represent 34.36% of Fortis Advisors's stock portfolio.
Added to shares of these 10 stocks: DBND (+$5.1M), TLT, COWZ, UPS, EWJ, VUSB, GDX, BG, RSPG, BND.
Started 18 new stock positions in BG, RSP, ED, TFLO, KVUE, ASTI, SCHR, SCHQ, XLY, SCHI. XLI, EWJ, ACWV, IEI, SLV, IEUR, DBND, COIN.
Reduced shares in these 10 stocks: VHT (-$7.2M), TOTL (-$6.3M), VXUS (-$5.0M), VFVA, KXI, VIG, FHI, FUTY, MLPX, GUNR.
Sold out of its positions in BABA, Ascent Solar Technologies, ADSK, FHI, MLPA, TIP, IEF, FLOT, MTUM, HEFA. ESGU, IFRA, FLRN, XLB, VT, VTWO, VONG, Bunge.
Fortis Advisors was a net seller of stock by $-28M.
Fortis Advisors has $141M in assets under management (AUM), dropping by -5.08%.
Central Index Key (CIK): 0001697478

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Portfolio Holdings for Fortis Advisors

Fortis Advisors holds 269 positions in its portfolio as reported in the September 2023 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Vanguard Ultra-short Bond Etf Etf (VUSB)	15.0	$21M	+10%	430k	49.19	View chart
Vanguard Short-term Bond Etf Etf (BSV)	8.2	$12M	-10%	155k	75.17	View chart
Vanguard U.s. Value Factor Etf Etf (VFVA)	4.0	$5.6M	-46%	56k	100.08	View chart
Doubleline Opportunistic Bond Etf Etf (DBND)	3.6	$5.1M	NEW	115k	44.12	View chart
Vanguard Total Bond Market Etf Etf (BND)	3.6	$5.0M	+4%	72k	69.78	View chart
Vanguard Ftse Developed Markets Etf Etf (VEA)	3.5	$5.0M	-27%	114k	43.72	View chart
Ishares Global Consumer Staples Etf Etf (KXI)	2.8	$3.9M	-45%	69k	57.06	View chart
Ishares 20 Year Treasury Bond Etf Etf (TLT)	2.7	$3.8M	+7925%	43k	88.69	View chart
Global X Mlp & Energy Infrastructure Etf Etf (MLPX)	2.5	$3.5M	-39%	83k	42.38	View chart
Pacer Us Cash Cows 100 Etf Etf (COWZ)	2.4	$3.4M	+39533%	68k	49.43	View chart
Flexshares Morningstar Global Upstream Natural Resources Index Fund Etf (GUNR)	2.3	$3.3M	-36%	81k	40.44	View chart
Ishares Msci Emerging Markets Ex China Etf Etf (EMXC)	2.3	$3.3M	-8%	66k	49.83	View chart
Vanguard Dividend Appreciation Etf Etf (VIG)	2.3	$3.2M	-45%	21k	155.38	View chart
Spdr Gold Minishares Trust Etf (GLDM)	2.2	$3.2M	-33%	87k	36.66	View chart
Fidelity Msci Utilities Index Etf Etf (FUTY)	2.1	$3.0M	-45%	80k	37.92	View chart
United Parcel Service Inc Cl B Stock (UPS)	1.9	$2.7M	+2030%	18k	155.87	View chart
Vanguard Health Care Etf Etf (VHT)	1.9	$2.7M	-72%	11k	235.09	View chart
Invesco S&p 500 Equal Weight Energy Etf Etf (RSPG)	1.7	$2.4M	+23%	31k	76.72	View chart
Schwab Short-term Us Treasury Etf Etf (SCHO)	1.6	$2.3M		47k	47.89	View chart
Vaneck Gold Miners Etf Etf (GDX)	1.5	$2.1M	+2186%	78k	26.91	View chart
Ishares Msci Japan Etf Etf (EWJ)	1.5	$2.1M	NEW	34k	60.29	View chart
Seagate Technology Hldngs Plc Ord Stock (STX)	1.1	$1.6M		24k	65.95	View chart
Alphabet Inc Cap Stk Cl C Stock (GOOG)	1.0	$1.5M	-2%	11k	131.85	View chart
Alerian Mlp Etf Etf (AMLP)	1.0	$1.4M	-4%	33k	42.20	View chart
Spdr Doubleline Total Return Tactical Etf Etf (TOTL)	0.9	$1.3M	-82%	34k	38.65	View chart
Apple Stock (AAPL)	0.9	$1.2M		7.0k	171.20	View chart
Vanguard Extended Duration Treasury Etf Etf (EDV)	0.9	$1.2M	-24%	17k	70.03	View chart
Amazon Stock (AMZN)	0.8	$1.1M	-3%	8.6k	127.12	View chart
Dimensional U.s. Core Equity 2 Etf Etf (DFAC)	0.8	$1.1M		42k	26.20	View chart
Ishares U.s. Healthcare Etf Etf (IYH)	0.7	$1.0M	-8%	3.9k	270.06	View chart
Keurig Dr Pepper Stock (KDP)	0.7	$969k	-23%	31k	31.57	View chart
Ishares Core S&p Us Value Etf Etf (IUSV)	0.7	$935k		13k	74.62	View chart
Ishares Short Treasury Bond Etf Etf (SHV)	0.6	$812k		7.3k	110.48	View chart
Alphabet Inc Cap Stk Cl A Stock (GOOGL)	0.6	$809k		6.2k	130.86	View chart
Thermo Fisher Scientific Stock (TMO)	0.5	$744k		1.5k	506.17	View chart
Johnson & Johnson Stock (JNJ)	0.5	$666k	+19%	4.3k	155.77	View chart
Ishares Short Maturity Bond Etf Etf (NEAR)	0.5	$645k		13k	49.89	View chart
Devon Energy Corp Stock (DVN)	0.4	$633k		13k	47.70	View chart
Eog Res Stock (EOG)	0.4	$586k		4.6k	126.76	View chart
Ishares 0-5 Year Tips Bond Etf Etf (STIP)	0.4	$582k		6.0k	96.92	View chart
Potbelly Corp Stock (PBPB)	0.4	$546k		70k	7.80	View chart
Berkshire Hathaway Inc Del Cl A Stock (BRK.A)	0.4	$532k		1.00	531477.00	View chart
Bunge Global Sa Stock (BG)	0.4	$515k	NEW	4.8k	108.25	View chart
Spdr Gold Shares Etf (GLD)	0.3	$489k		2.9k	171.45	View chart
Element Solutions Stock (ESI)	0.3	$463k		24k	19.61	View chart
Microsoft Corp Stock (MSFT)	0.3	$453k		1.4k	315.75	View chart
Freeport-mcmoran Inc Cl B Stock (FCX)	0.3	$440k		12k	37.29	View chart
Blackrock Ultra Short-term Bond Etf Etf (ICSH)	0.3	$433k		8.6k	50.38	View chart
Conocophillips Stock (COP)	0.3	$416k		3.5k	119.80	View chart
Iac Stock (IAC)	0.3	$415k		8.2k	50.39	View chart
Air Lease Corp Cl A Stock (AL)	0.3	$407k		10k	39.41	View chart
Fedex Corp Stock (FDX)	0.3	$397k	-9%	1.5k	264.92	View chart
Spdr S&p Aerospace & Defense Etf Etf (XAR)	0.3	$397k		3.5k	112.11	View chart
Dimensional U.s. Targeted Value Etf Etf (DFAT)	0.3	$396k		8.7k	45.69	View chart
Vanguard Ftse Emerging Markets Etf Etf (VWO)	0.3	$396k		10k	39.21	View chart
Walmart Stock (WMT)	0.3	$393k		2.5k	159.93	View chart
First Trust Nasdaq Cybersecurity Etf Etf (CIBR)	0.3	$384k		8.4k	45.43	View chart
Cf Inds Hldgs Stock (CF)	0.3	$373k		4.4k	85.74	View chart
Cisco Sys Stock (CSCO)	0.3	$365k		6.8k	53.76	View chart
Cvs Health Corp Stock (CVS)	0.3	$356k		5.1k	69.82	View chart
Union Pac Corp Stock (UNP)	0.2	$351k	+53%	1.7k	203.63	View chart
Disney Walt Stock (DIS)	0.2	$350k	-18%	4.3k	81.05	View chart
Health Care Select Sector Spdr Fund Etf (XLV)	0.2	$346k	+9%	2.7k	128.74	View chart
Merck & Co Stock (MRK)	0.2	$340k		3.3k	102.95	View chart
Corning Stock (GLW)	0.2	$328k		11k	30.47	View chart
Advanced Micro Devices Stock (AMD)	0.2	$327k		3.2k	102.82	View chart
Sofi Technologies Stock (SOFI)	0.2	$320k	-21%	40k	7.99	View chart
Borgwarner Stock (BWA)	0.2	$313k	+8%	7.8k	40.37	View chart
Unitedhealth Group Stock (UNH)	0.2	$309k		613.00	504.19	View chart
Mastercard Incorporated Cl A Stock (MA)	0.2	$303k	-2%	766.00	395.91	View chart
Spdr S&p Biotech Etf Etf (XBI)	0.2	$303k		4.2k	73.02	View chart
Visa Inc Com Cl A Stock (V)	0.2	$296k		1.3k	230.01	View chart
Warner Bros Discovery Inc Com Ser A Stock (WBD)	0.2	$285k		26k	10.86	View chart
Aptiv Stock (APTV)	0.2	$283k		2.9k	98.59	View chart
Meta Platforms Inc Cl A Stock (META)	0.2	$282k	+2%	939.00	300.21	View chart
Edwards Lifesciences Corp Stock (EW)	0.2	$277k		4.0k	69.28	View chart
Lowes Cos Stock (LOW)	0.2	$265k		1.3k	207.84	View chart
Nextera Energy Stock (NEE)	0.2	$261k		4.6k	57.29	View chart
Brookfield Corp Cl A Ltd Vt Sh Stock (BN)	0.2	$258k		8.3k	31.27	View chart
Constellation Brands Inc Cl A Stock (STZ)	0.2	$247k		981.00	251.33	View chart
Berkshire Hathaway Inc Del Cl B Stock (BRK.B)	0.2	$242k		692.00	350.30	View chart
Schwab U.s. Large-cap Growth Etf Etf (SCHG)	0.2	$226k	+334%	3.1k	72.72	View chart
Spdr Portfolio S&p 500 Etf Etf (SPLG)	0.2	$213k	-30%	4.2k	50.26	View chart
Abbvie Stock (ABBV)	0.1	$210k		1.4k	149.06	View chart
Intuit Stock (INTU)	0.1	$204k		400.00	510.94	View chart
Dimensional International Value Etf Etf (DFIV)	0.1	$186k		5.7k	32.62	View chart
Draftkings Inc New Com Cl A Stock (DKNG)	0.1	$185k		6.3k	29.44	View chart
Taiwan Semiconductor Mfg Adr (TSM)	0.1	$174k		2.0k	86.90	View chart
Motorola Solutions Stock (MSI)	0.1	$162k		596.00	272.24	View chart
Nutrien Stock (NTR)	0.1	$162k		2.6k	61.76	View chart
Kkr & Co Stock (KKR)	0.1	$154k		2.5k	61.60	View chart
Mckesson Corp Stock (MCK)	0.1	$151k		348.00	434.85	View chart
Vanguard Total Stock Market Etf Etf (VTI)	0.1	$150k		704.00	212.55	View chart
Dimensional Us Marketwide Value Etf Etf (DFUV)	0.1	$143k		4.2k	34.02	View chart
Tjx Cos Stock (TJX)	0.1	$141k		1.6k	88.88	View chart
Analog Devices Stock (ADI)	0.1	$140k		800.00	175.09	View chart
First Ctzns Bancshares Inc N C Cl A Stock (FCNCA)	0.1	$138k		100.00	1380.10	View chart
Vxus Etf (VXUS)	0.1	$135k	-97%	2.5k	53.51	View chart
Ishares Mbs Etf Etf (MBB)	0.1	$130k	+3%	1.5k	88.80	View chart
Celanese Corp Del Stock (CE)	0.1	$124k		985.00	125.52	View chart
Ishares Msci Usa Quality Factor Etf Etf (QUAL)	0.1	$114k	-5%	865.00	131.82	View chart
Bristol-myers Squibb Stock (BMY)	0.1	$114k		2.0k	58.04	View chart
T-mobile Us Stock (TMUS)	0.1	$112k		800.00	140.05	View chart
Agilent Technologies Stock (A)	0.1	$112k		1.0k	111.82	View chart
Carrier Global Corporation Stock (CARR)	0.1	$110k		2.0k	55.20	View chart
Canadian Natl Ry Stock (CNI)	0.1	$108k		1.0k	108.33	View chart
Ishares Core Msci Eafe Etf Etf (IEFA)	0.1	$108k	+522%	1.7k	64.35	View chart
Carmax Stock (KMX)	0.1	$106k		1.5k	70.73	View chart
Invesco Dorsey Wright Momentum Etf Etf (PDP)	0.1	$106k		1.4k	77.02	View chart
Canadian Nat Res Stock (CNQ)	0.1	$103k		1.6k	64.67	View chart
Lyondellbasell Industries N V Shs - A - Stock (LYB)	0.1	$102k		1.1k	94.70	View chart
Schwab Us Aggregate Bond Etf Etf (SCHZ)	0.1	$102k	-42%	2.3k	44.24	View chart
General Mls Stock (GIS)	0.1	$101k		1.6k	63.99	View chart
Ameriprise Finl Stock (AMP)	0.1	$99k		300.00	329.68	View chart
Otis Worldwide Corp Stock (OTIS)	0.1	$96k		1.2k	80.31	View chart
Viatris Stock (VTRS)	0.1	$96k		9.7k	9.86	View chart
Bank America Corp Stock (BAC)	0.1	$96k		3.5k	27.38	View chart
Morgan Stanley Stock (MS)	0.1	$95k		1.2k	81.68	View chart
Ishares Iboxx $ Investment Grade Corporate Bond Etf Etf (LQD)	0.1	$94k	+102%	919.00	102.02	View chart
Vaneck Junior Gold Miners Etf Etf (GDXJ)	0.1	$93k		2.9k	32.23	View chart
Vanguard Small Cap Value Etf Etf (VBR)	0.1	$93k		584.00	159.56	View chart
State Str Corp Stock (STT)	0.1	$93k		1.4k	66.94	View chart
Chevron Corp Stock (CVX)	0.1	$91k		542.00	168.62	View chart
Colgate Palmolive Stock (CL)	0.1	$88k		1.2k	71.11	View chart
American Express Stock (AXP)	0.1	$88k		588.00	149.19	View chart
Paypal Hldgs Stock (PYPL)	0.1	$88k		1.5k	58.46	View chart
Blackstone Stock (BX)	0.1	$86k		800.00	107.14	View chart
Altria Group Stock (MO)	0.1	$86k		2.0k	42.05	View chart
Ansys Stock (ANSS)	0.1	$83k		279.00	297.55	View chart
Invesco Dorsey Wright Smallcap Momentum Etf Etf (DWAS)	0.1	$82k	-91%	1.1k	75.13	View chart
Newmont Corp Stock (NEM)	0.1	$81k		2.2k	36.95	View chart
Nrg Energy Stock (NRG)	0.1	$81k		2.1k	38.52	View chart
Sportradar Group Ag Class A Ord Stock (SRAD)	0.1	$80k		8.0k	10.01	View chart
Schwab U.s. Large-cap Value Etf Etf (SCHV)	0.1	$79k	+274%	1.2k	64.48	View chart
Nomad Foods Ltd Usd Ord Stock (NOMD)	0.1	$76k		5.0k	15.22	View chart
Rtx Corporation Stock (RTX)	0.1	$74k		1.0k	71.97	View chart
Jpmorgan Chase & Co Stock (JPM)	0.1	$73k		500.00	145.02	View chart
Dolphin Entmt Stock (DLPN)	0.1	$72k		40k	1.80	View chart
Organon & Co Stock (OGN)	0.0	$70k		4.0k	17.36	View chart
Invesco S&p 500 Garp Etf Etf (SPGP)	0.0	$70k	+363%	769.00	91.20	View chart
Sba Communications Corp New Cl A Reit (SBAC)	0.0	$70k		350.00	200.17	View chart
Vista Outdoor Stock (VSTO)	0.0	$70k		2.1k	33.12	View chart
Ishares Core Total Usd Bond Market Etf Etf (IUSB)	0.0	$69k	-41%	1.6k	43.72	View chart
V F Corp Stock (VFC)	0.0	$69k		3.9k	17.67	View chart
Citigroup Stock (C)	0.0	$68k		1.7k	41.13	View chart
Verizon Communications Stock (VZ)	0.0	$67k		2.1k	32.41	View chart
Tesla Stock (TSLA)	0.0	$65k		260.00	250.22	View chart
Dimensional International Core Equity 2 Etf Etf (DFIC)	0.0	$62k		2.7k	23.35	View chart
Vanguard Long-term Bond Etf Etf (BLV)	0.0	$57k		847.00	67.03	View chart
Ishares Treasury Floating Rate Bond Etf Etf (TFLO)	0.0	$56k	NEW	1.1k	50.73	View chart
Schwab Charles Corp Stock (SCHW)	0.0	$55k		1.0k	54.90	View chart
First Trust Dorsey Wright Dali 1 Etf Etf (DALI)	0.0	$53k		2.2k	24.78	View chart
Price T Rowe Group Stock (TROW)	0.0	$52k		500.00	104.87	View chart
Novartis Adr (NVS)	0.0	$51k		500.00	101.86	View chart
Ishares Msci Eafe Value Etf Etf (EFV)	0.0	$51k	-19%	1.0k	48.94	View chart
Schwab U.s. Broad Market Etf Etf (SCHB)	0.0	$50k		1.0k	49.85	View chart
Arch Cap Group Ltd Ord Stock (ACGL)	0.0	$50k		621.00	79.71	View chart
Ishares Core U.s. Aggregate Bond Etf Etf (AGG)	0.0	$49k		522.00	94.00	View chart
Vanguard Ftse All-world Ex-us Index Fund Etf (VEU)	0.0	$46k		880.00	51.84	View chart
Ishares U.s. Treasury Bond Etf Etf (GOVT)	0.0	$44k	-53%	2.0k	22.04	View chart
Consolidated Edison Stock (ED)	0.0	$43k	NEW	500.00	85.53	View chart
Conagra Brands Stock (CAG)	0.0	$41k		1.5k	27.42	View chart
Pinterest Inc Cl A Stock (PINS)	0.0	$41k		1.5k	27.03	View chart
Hartford Total Return Bond Etf Etf (HTRB)	0.0	$39k		1.2k	32.09	View chart
Spdr S&p Oil & Gas Exploration & Production Etf Etf (XOP)	0.0	$38k		255.00	147.96	View chart
Ishares Msci Eafe Growth Etf Etf (EFG)	0.0	$38k	-58%	434.00	86.32	View chart
Schwab Fundamental Us Large Co. Index Etf Etf (FNDX)	0.0	$35k		618.00	55.97	View chart
Alamos Gold Inc New Com Cl A Stock (AGI)	0.0	$34k		3.0k	11.29	View chart
Ishares Core Msci Europe Etf Etf (IEUR)	0.0	$33k	NEW	654.00	49.66	View chart
Imperial Oil Stock (IMO)	0.0	$31k		500.00	61.63	View chart
Schwab 5-10 Year Corporate Bond Etf Etf (SCHI)	0.0	$30k	NEW	711.00	42.19	View chart
Ishares Jp Morgan Usd Emerging Markets Bond Etf Etf (EMB)	0.0	$27k	+99%	327.00	82.57	View chart
Ribbon Communications Stock (RBBN)	0.0	$27k		10k	2.68	View chart
Ishares Core Msci Emerging Markets Etf Etf (IEMG)	0.0	$27k	-59%	558.00	47.55	View chart
Polestar Automotive Hldg Uk Ads A Adr (PSNY)	0.0	$26k		10k	2.64	View chart
Asml Holding N V N Y Registry Adr (ASML)	0.0	$26k		44.00	588.66	View chart
Spdr S&p 500 Etf Trust Etf (SPY)	0.0	$23k		55.00	424.09	View chart
Ishares Core Dividend Growth Etf Etf (DGRO)	0.0	$23k	+223%	459.00	49.50	View chart
Industrial Select Sector Spdr Fund Etf (XLI)	0.0	$23k	NEW	223.00	101.26	View chart
Schwab Long-term U.s. Treasury Etf Etf (SCHQ)	0.0	$22k	NEW	700.00	31.69	View chart
Invesco Dorsey Wright Emerging Markets Momentum Etf Etf (PIE)	0.0	$22k		1.2k	18.55	View chart
Invesco Ftse Rafi Us 1500 Small-mid Etf Etf (PRFZ)	0.0	$22k	+400%	655.00	32.99	View chart
Truist Finl Corp Stock (TFC)	0.0	$21k		729.00	28.62	View chart
Udr Reit (UDR)	0.0	$19k		540.00	35.67	View chart
Vanguard Total International Bond Etf Etf (BNDX)	0.0	$19k		396.00	47.79	View chart
Alpha Architect Us Quantitative Value Etf Etf (QVAL)	0.0	$19k		507.00	37.11	View chart
Activision Blizzard Stock	0.0	$19k		200.00	93.63	View chart
Proshares Short High Yield Etf (SJB)	0.0	$19k		1.0k	18.45	View chart
Ishares Msci Global Min Vol Factor Etf Etf (ACWV)	0.0	$18k	NEW	190.00	95.42	View chart
Agnico Eagle Mines Stock (AEM)	0.0	$18k		396.00	45.45	View chart
Growgeneration Corp Stock (GRWG)	0.0	$18k		6.0k	2.92	View chart
Schwab U.s. Large-cap Etf Etf (SCHX)	0.0	$17k		342.00	50.60	View chart
Vanguard Ftse Pacific Etf Etf (VPL)	0.0	$17k	-98%	249.00	66.84	View chart
Dimensional International Small Cap Value Etf Etf (DISV)	0.0	$17k		692.00	23.78	View chart
Ishares Msci Usa Min Vol Factor Etf Etf (USMV)	0.0	$16k	-46%	227.00	72.34	View chart
Roundhill Sports Betting & Igaming Etf Etf (BETZ)	0.0	$16k		1.0k	15.87	View chart
Deere & Co Stock (DE)	0.0	$16k		41.00	377.39	View chart
Energy Select Sector Spdr Fund Etf (XLE)	0.0	$15k	+292%	165.00	90.50	View chart
Ishares U.s. Technology Etf Etf (IYW)	0.0	$15k	-70%	140.00	105.27	View chart
Ishares National Muni Bond Etf Etf (MUB)	0.0	$14k		139.00	102.54	View chart
Invesco Ftse Rafi Emerging Markets Etf Etf (PXH)	0.0	$14k		792.00	17.82	View chart
Invesco Dorsey Wright Consumer Cyclicals Momentum Etf Etf (PEZ)	0.0	$14k	-98%	217.00	64.83	View chart
Dimensional Emerging Markets Core Equity 2 Etf Etf (DFEM)	0.0	$14k		597.00	23.30	View chart
Federal Rlty Invt Tr New Sh Ben Int Reit (FRT)	0.0	$14k		150.00	90.63	View chart
Ishares Global Reit Etf Etf (REET)	0.0	$14k	-95%	638.00	21.18	View chart
Markel Group Stock (MKL)	0.0	$13k		9.00	1472.44	View chart
Proshares Ultra Gold Etf (UGL)	0.0	$13k		250.00	52.60	View chart
Invesco Ftse Rafi Developed Markets Ex-u.s. Etf Etf (PXF)	0.0	$12k		276.00	43.53	View chart
Invesco Ftse Rafi Developed Markets Ex-us Small-mid Etf Etf (PDN)	0.0	$12k		401.00	29.54	View chart
Proshares Vix Short-term Futures Etf Etf (VIXY)	0.0	$12k		500.00	23.30	View chart
Vanguard Tax-exempt Bond Etf Etf (VTEB)	0.0	$11k		221.00	48.10	View chart
Ishares Msci All Country Asia Ex Japan Etf Etf (AAXJ)	0.0	$10k	-98%	159.00	63.34	View chart
Kenvue Stock (KVUE)	0.0	$10k	NEW	498.00	20.08	View chart
Invesco S&p 500 Equal Weight Etf Etf (RSP)	0.0	$9.8k	NEW	69.00	141.70	View chart
Schwab Emerging Markets Equity Etf Etf (SCHE)	0.0	$9.8k		408.00	23.94	View chart
Schwab Fundamental International Large Co. Index Etf Etf (FNDF)	0.0	$9.4k		296.00	31.67	View chart
Ishares Iboxx $ High Yield Corporate Bond Etf Etf (HYG)	0.0	$9.4k	+170%	127.00	73.77	View chart
Schwab Intermediate-term Us Treasury Etf Etf (SCHR)	0.0	$9.3k	NEW	194.00	47.94	View chart
Vanguard Ftse All-world Ex-us Small-cap Etf Etf (VSS)	0.0	$9.2k		87.00	106.20	View chart
Ishares J.p. Morgan Em Local Currency Bond Etf Etf (LEMB)	0.0	$8.9k	+165%	255.00	34.83	View chart
Schwab U.s. Small-cap Etf Etf (SCHA)	0.0	$8.7k		211.00	41.42	View chart
Spdr Euro Stoxx 50 Etf Etf (FEZ)	0.0	$8.6k	-49%	205.00	42.00	View chart
Vintage Wine Estates Stock (VWE)	0.0	$8.5k		15k	0.57	View chart
Accenture Plc Ireland Shs Class A Stock (ACN)	0.0	$8.3k		27.00	307.11	View chart
Pfizer Stock (PFE)	0.0	$7.6k		230.00	33.19	View chart
Schwab Fundamental Emerging Markets Large Co. Index Etf Etf (FNDE)	0.0	$7.0k		267.00	26.22	View chart
Vanguard S&p 500 Etf Etf (VOO)	0.0	$5.5k		14.00	392.71	View chart
Vanguard Small-cap Etf Etf (VB)	0.0	$5.5k		29.00	189.07	View chart
Ishares Gold Trust Etf (IAU)	0.0	$5.2k		148.00	34.99	View chart
Ishares 3-7 Year Treasury Bond Etf Etf (IEI)	0.0	$5.0k	NEW	44.00	113.16	View chart
Schwab U.s. Reit Etf Etf (SCHH)	0.0	$4.9k		275.00	17.75	View chart
Consumer Discretionary Select Sector Spdr Fund Etf (XLY)	0.0	$4.8k	NEW	30.00	160.97	View chart
3M Stock (MMM)	0.0	$4.7k		50.00	93.62	View chart
Vanguard Global Ex-u.s. Real Estate Etf Etf (VNQI)	0.0	$4.1k		106.00	38.93	View chart
S&p Global Stock (SPGI)	0.0	$4.0k		11.00	365.45	View chart
Pacer Us Small Cap Cash Cows 100 Etf Etf (CALF)	0.0	$3.6k		87.00	41.63	View chart
Nvidia Corporation Stock (NVDA)	0.0	$3.5k		8.00	438.62	View chart
Spdr S&p Dividend Etf Etf (SDY)	0.0	$3.4k		29.00	116.93	View chart
Paysafe Stock (PSFE)	0.0	$3.0k		250.00	11.99	View chart
PTC Stock (PTC)	0.0	$2.6k		18.00	141.67	View chart
Vaneck J. P. Morgan Em Local Currency Bond Etf Etf (EMLC)	0.0	$2.4k		101.00	23.87	View chart
Technology Select Sector Spdr Fund Etf (XLK)	0.0	$2.0k		12.00	165.00	View chart
Medtronic Stock (MDT)	0.0	$2.0k		25.00	78.36	View chart
Dollar Gen Corp Stock (DG)	0.0	$1.7k		16.00	105.81	View chart
Coca Cola Stock (KO)	0.0	$1.6k		29.00	55.97	View chart
Shell Plc Spon Ads Adr (SHEL)	0.0	$1.5k		24.00	64.38	View chart
Schwab International Equity Etf Etf (SCHF)	0.0	$1.5k		44.00	33.95	View chart
Ishares Core S&p 500 Etf Etf (IVV)	0.0	$1.3k		3.00	429.33	View chart
Pacer Developed Markets International Cash Cows 100 Etf Etf (ICOW)	0.0	$717.000000		24.00	29.88	View chart
Vanguard Russell 3000 Etf Etf (VTHR)	0.0	$392.000000		2.00	196.00	View chart
Spdr Bloomberg Emerging Markets Local Bond Etf Etf (EBND)	0.0	$297.000000		15.00	19.80	View chart
Invesco Qqq Trust Series I Etf (QQQ)	0.0	$232.000000		1.00	232.00	View chart
Ishares Select Dividend Etf Etf (DVY)	0.0	$215.000000		2.00	107.50	View chart
Ishares Silver Trust Etf (SLV)	0.0	$203.000000	NEW	10.00	20.30	View chart
Cencora Stock (COR)	0.0	$180.000000		1.00	180.00	View chart
Ishares U.s. Real Estate Etf Etf (IYR)	0.0	$156.000000		2.00	78.00	View chart
Coinbase Global Inc Com Cl A Stock (COIN)	0.0	$150.000000	NEW	2.00	75.00	View chart
Wabtec Stock (WAB)	0.0	$106.000000		1.00	106.00	View chart
Canopy Growth Corp Stock	0.0	$98.998200		126.00	0.79	View chart
Alcoa Corp Stock (AA)	0.0	$87.000000		3.00	29.00	View chart
Ishares 10-20 Year Treasury Bond Etf Etf (TLH)	0.0	$53.000000	-99%	1.00	53.00	View chart
Ishares Fallen Angels Usd Bond Etf Etf (FALN)	0.0	$47.000000	-99%	2.00	23.50	View chart
Ishares Preferred & Income Securities Etf Etf (PFF)	0.0	$30.000000		1.00	30.00	View chart
Enterprise Prods Partners Stock (EPD)	0.0	$27.000000		1.00	27.00	View chart
Southwest Airls Stock (LUV)	0.0	$27.000000		1.00	27.00	View chart
Spirit Airls Stock (SAVE)	0.0	$17.000000		1.00	17.00	View chart
Retail Opportunity Invts Corp Reit (ROIC)	0.0	$12.000000		1.00	12.00	View chart
Ascent Solar Technologies Stock (ASTI)	0.0	$2.000000	NEW	1.00	2.00	View chart
New York Times Co Cl A Stock (NYT)	0.0	$0		0	0.00	View chart

Past Filings by Fortis Advisors

SEC 13F filings are viewable for Fortis Advisors going back to 2016

Fortis Advisors 2023 Q3 filed Nov. 13, 2023
Fortis Advisors 2023 Q2 filed Aug. 14, 2023
Fortis Advisors 2023 Q1 filed May 9, 2023
Fortis Advisors 2022 Q4 filed Feb. 14, 2023
Fortis Advisors 2022 Q3 filed Nov. 10, 2022
Fortis Advisors 2022 Q2 filed Aug. 15, 2022
Fortis Advisors 2022 Q1 filed May 16, 2022
Fortis Advisors 2021 Q4 filed Feb. 14, 2022
Fortis Advisors 2021 Q3 restated filed Nov. 23, 2021
Fortis Advisors 2021 Q3 filed Nov. 12, 2021
Fortis Advisors 2021 Q2 filed Aug. 16, 2021
Fortis Advisors 2021 Q1 filed May 13, 2021
Fortis Advisors 2020 Q4 filed Feb. 11, 2021
Fortis Advisors 2020 Q3 filed Nov. 13, 2020
Fortis Advisors 2020 Q2 filed Aug. 13, 2020
Fortis Advisors 2020 Q1 filed May 14, 2020

View all past filings

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