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Fortis Group Advisors

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

Top 5 stock holdings are QQQ, BIL, GLD, SPMO, SPY, and represent 16.82% of Fortis Group Advisors's stock portfolio.
Added to shares of these 10 stocks: IWO (+$5.6M), SPHB, SPLV, NVO, JAVA, EXPD, GVAL, ILF, OILK, ROKU.
Started 70 new stock positions in FXI, RZV, SPLV, TE, LIT, SOLS, COPX, IWD, WRBY, JETS.
Reduced shares in these 10 stocks: SPMO (-$12M), BIL (-$9.2M), QQQM (-$9.1M), SPYM (-$6.8M), TLT (-$5.2M), TCAF, BILS, NKE, IWM, USDU.
Sold out of its positions in TAXF, AVUV, NLY, CGDV, Cohen & Steers Infrastructur, CRWV, CRWD, Frontier Communications Pare, GXPT, ICLO.
Fortis Group Advisors was a net buyer of stock by $6.1M.
Fortis Group Advisors has $597M in assets under management (AUM), dropping by 4.17%.
Central Index Key (CIK): 0001815183

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Portfolio Holdings for Fortis Group Advisors

Fortis Group Advisors holds 577 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Fortis Group Advisors has 577 total positions. Only the first 250 positions are shown.

Sign up to view all of the Fortis Group Advisors Dec. 31, 2025 positions
Download the Fortis Group Advisors December 2025 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Invesco Qqq Tr Unit Ser 1 (QQQ)	4.6	$28M	-5%	44k	621.87	View chart
Spdr Series Trust State Street Spd (BIL)	4.3	$26M	-26%	279k	91.65	View chart
Spdr Gold Tr Gold Shs (GLD)	2.7	$16M		36k	444.95	View chart
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO)	2.7	$16M	-41%	135k	119.87	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	2.5	$15M	-10%	21k	691.97	View chart
Apple (AAPL)	2.5	$15M		57k	259.48	View chart
Ishares Tr Rus 2000 Grw Etf (IWO)	2.5	$15M	+60%	44k	336.33	View chart
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)	2.2	$13M	-41%	50k	256.05	View chart
Spdr Series Trust State Street Spd (SPYM)	2.1	$13M	-35%	155k	81.40	View chart
Spdr Series Trust State Street Spd (SPYG)	2.0	$12M	+2%	110k	107.25	View chart
Alphabet Cap Stk Cl A (GOOGL)	1.7	$10M		31k	338.00	View chart
Amazon (AMZN)	1.5	$8.9M	+3%	37k	239.30	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	1.4	$8.6M	+10%	44k	198.08	View chart
Ishares Silver Tr Ishares (SLV)	1.4	$8.3M	+8%	110k	75.44	View chart
Alps Etf Tr Alerian Mlp (AMLP)	1.2	$7.2M		143k	50.03	View chart
Spdr Series Trust State Street Spd (BILS)	1.1	$6.6M	-38%	67k	99.49	View chart
Invesco Exch Traded Fd Tr Ii S&p500 Hdl Vol (SPHD)	1.1	$6.4M	+2%	126k	50.28	View chart
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)	1.0	$6.1M		120k	50.67	View chart
Ishares Gold Tr Ishares New (IAU)	1.0	$5.8M	+11%	64k	91.20	View chart
NVIDIA Corporation (NVDA)	0.9	$5.6M	+2%	29k	191.13	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.9	$5.1M	-3%	7.3k	694.99	View chart
Spdr Dow Jones Indl Average Ut Ser 1 (DIA)	0.8	$5.1M		10k	489.01	View chart
Goldman Sachs Physical Gold Unit (AAAU)	0.8	$5.0M		105k	47.86	View chart
Meta Platforms Cl A (META)	0.8	$4.9M	+13%	6.9k	716.47	View chart
Microsoft Corporation (MSFT)	0.8	$4.8M	+11%	11k	430.31	View chart
Exxon Mobil Corporation (XOM)	0.8	$4.7M		33k	141.40	View chart
Ishares Tr 0-3 Mnth Treasry (SGOV)	0.8	$4.7M	-15%	47k	100.67	View chart
Vanguard Index Fds Growth Etf (VUG)	0.8	$4.6M	+3%	9.6k	481.57	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.8	$4.5M	-45%	18k	259.64	View chart
Cambria Etf Tr Global Value Etf (GVAL)	0.8	$4.5M	+121%	129k	34.79	View chart
Novo-nordisk A S Adr (NVO)	0.7	$4.5M	+504%	75k	59.43	View chart
Janus Detroit Str Tr B-bbb Clo Etf (JBBB)	0.7	$4.3M	+19%	91k	47.84	View chart
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)	0.7	$4.3M	-4%	72k	59.01	View chart
Vaneck Etf Trust Gold Miners Etf (GDX)	0.7	$4.2M	+3%	45k	94.20	View chart
Invesco Exch Traded Fd Tr Ii S&p 500 Hb Etf (SPHB)	0.7	$4.2M	NEW	35k	121.15	View chart
Listed Fds Tr Roundhill Magnif (MAGS)	0.7	$4.2M		63k	66.15	View chart
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV)	0.7	$4.0M	NEW	55k	73.65	View chart
Ishares Tr Msci Usa Mmentm (MTUM)	0.7	$3.9M		15k	255.89	View chart
Neos Etf Trust Neos S&p 500 Hi (SPYI)	0.6	$3.8M		72k	52.71	View chart
Eli Lilly & Co. (LLY)	0.6	$3.7M	+13%	3.5k	1037.01	View chart
Lam Research Corp Com New (LRCX)	0.6	$3.6M		15k	233.46	View chart
Ishares Tr 20 Yr Tr Bd Etf (TLT)	0.6	$3.5M	-59%	41k	87.13	View chart
Costco Wholesale Corporation (COST)	0.6	$3.4M	+108%	3.6k	940.35	View chart
Palantir Technologies Cl A (PLTR)	0.6	$3.4M	-16%	23k	146.59	View chart
Ishares Tr Rus 2000 Val Etf (IWN)	0.6	$3.4M		18k	193.88	View chart
Select Sector Spdr Tr State Street Rea (XLRE)	0.6	$3.4M	-6%	82k	41.43	View chart
J P Morgan Exchange Traded F Active Value Etf (JAVA)	0.5	$3.2M	NEW	43k	74.97	View chart
Expeditors International of Washington (EXPD)	0.5	$3.2M	NEW	20k	160.54	View chart
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)	0.5	$3.2M	-30%	41k	77.39	View chart
UnitedHealth (UNH)	0.5	$3.0M	+20%	11k	286.94	View chart
Visa Com Cl A (V)	0.5	$3.0M	-2%	9.2k	321.84	View chart
Abrdn Palladium Etf Trust Physical Palladm (PALL)	0.5	$2.9M	-29%	19k	153.86	View chart
Select Sector Spdr Tr State Street Com (XLC)	0.5	$2.8M		24k	120.08	View chart
T Rowe Price Etf Cap Appreciation (TCAF)	0.5	$2.8M	-61%	73k	38.20	View chart
RBB Us Treas 3 Mnth (TBIL)	0.5	$2.8M	+3%	55k	49.88	View chart
Oscar Health Cl A (OSCR)	0.5	$2.7M	+82%	190k	14.35	View chart
International Business Machines (IBM)	0.5	$2.7M		8.8k	306.68	View chart
Invesco Exchange Traded Fd T Buyback Achiev (PKW)	0.4	$2.7M		20k	135.54	View chart
Western Digital (WDC)	0.4	$2.6M		10k	250.23	View chart
Wisdomtree Tr Floatng Rat Trea (USFR)	0.4	$2.5M	-18%	50k	50.35	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.4	$2.5M	-2%	8.3k	296.07	View chart
Vanguard Intl Equity Index F Ftse Europe Etf (VGK)	0.4	$2.4M	-50%	28k	87.50	View chart
Tesla Motors (TSLA)	0.4	$2.4M	-4%	5.6k	430.41	View chart
JPMorgan Chase & Co. (JPM)	0.4	$2.3M	-3%	7.6k	305.90	View chart
Purecycle Technologies (PCT)	0.4	$2.3M	+85%	238k	9.56	View chart
Johnson & Johnson (JNJ)	0.4	$2.2M	+304%	9.6k	227.25	View chart
Ishares Tr Latn Amer 40 Etf (ILF)	0.4	$2.2M	NEW	61k	35.36	View chart
Vaneck Etf Trust Uranium And Nucl (NLR)	0.4	$2.2M	+4%	15k	148.70	View chart
Home Depot (HD)	0.4	$2.1M		5.6k	374.60	View chart
Proshares Tr K-1 Free Crd Oil (OILK)	0.3	$2.0M	NEW	48k	41.93	View chart
Select Sector Spdr Tr State Street Hea (XLV)	0.3	$2.0M	-45%	13k	154.74	View chart
Cloudflare Cl A Com (NET)	0.3	$2.0M	-29%	11k	177.35	View chart
Roku Com Cl A (ROKU)	0.3	$2.0M	NEW	21k	95.20	View chart
Sprott Fds Tr Nickel Miners Et (NIKL)	0.3	$2.0M	NEW	111k	18.02	View chart
Wal-Mart Stores (WMT)	0.3	$2.0M	-3%	17k	119.14	View chart
FedEx Corporation (FDX)	0.3	$2.0M	+12244%	6.2k	322.23	View chart
Freshpet (FRPT)	0.3	$2.0M	NEW	28k	69.70	View chart
First Tr Exchange-traded SHS (FDL)	0.3	$2.0M	-45%	41k	47.85	View chart
Broadcom (AVGO)	0.3	$1.9M		5.7k	331.31	View chart
Ishares Tr China Lg-cap Etf (FXI)	0.3	$1.9M	NEW	47k	39.61	View chart
Paccar (PCAR)	0.3	$1.9M	NEW	15k	122.91	View chart
Vanguard Whitehall Fds Intl High Etf (VYMI)	0.3	$1.8M	NEW	19k	95.14	View chart
Raytheon Technologies Corp (RTX)	0.3	$1.8M	+7387%	9.1k	200.92	View chart
Altria (MO)	0.3	$1.8M	-30%	29k	61.99	View chart
United Parcel Service CL B (UPS)	0.3	$1.8M		17k	106.22	View chart
At&t (T)	0.3	$1.8M	-9%	69k	26.21	View chart
Kraneshares Trust Csi Chi Internet (KWEB)	0.3	$1.8M	NEW	51k	35.38	View chart
Five Below (FIVE)	0.3	$1.7M	+18132%	9.1k	191.64	View chart
Sofi Technologies (SOFI)	0.3	$1.7M	-41%	76k	22.81	View chart
American Centy Etf Tr Us Quality Grow (QGRO)	0.3	$1.7M	+32%	15k	112.62	View chart
Invesco Exch Traded Fd Tr Ii S&p 500 Revenue (RWL)	0.3	$1.7M	+47%	14k	117.94	View chart
10x Genomics Cl A Com (TXG)	0.3	$1.7M	+311%	83k	20.20	View chart
Rockwell Automation (ROK)	0.3	$1.7M	NEW	4.0k	421.65	View chart
Baidu Spon Adr Rep A (BIDU)	0.3	$1.7M	+13501%	11k	153.18	View chart
New York Life Invts Active E Nyli Mackay Core (CPLB)	0.3	$1.7M	+29%	78k	21.20	View chart
Global X Fds Global X Copper (COPX)	0.3	$1.7M	NEW	20k	84.81	View chart
American Centy Etf Tr Us Large Cap Vlu (AVLV)	0.3	$1.6M	NEW	20k	80.97	View chart
Vaneck Etf Trust Rare Earth And S (REMX)	0.3	$1.6M	-23%	19k	85.63	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.3	$1.6M	+9%	24k	68.67	View chart
Ishares Msci Japan Etf (EWJ)	0.3	$1.6M	+126826%	19k	85.72	View chart
Shopify Cl A Sub Vtg Shs (SHOP)	0.3	$1.6M		12k	131.23	View chart
Zeta Global Holdings Corp Cl A (ZETA)	0.3	$1.6M	+21%	87k	18.58	View chart
Alibaba Group Hldg Sponsored Ads (BABA)	0.3	$1.6M	-18%	9.5k	169.56	View chart
Pepsi (PEP)	0.3	$1.6M		10k	153.63	View chart
Tapestry (TPR)	0.3	$1.6M	+77%	13k	126.91	View chart
Ishares Msci Sth Kor Etf (EWY)	0.3	$1.6M	+160212%	13k	122.41	View chart
Uber Technologies (UBER)	0.3	$1.5M	NEW	19k	80.05	View chart
Etf Ser Solutions Defiance Quantum (QTUM)	0.3	$1.5M		13k	115.89	View chart
Capri Holdings SHS (CPRI)	0.3	$1.5M		67k	22.57	View chart
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)	0.3	$1.5M	+8190%	10k	145.45	View chart
Global X Fds Rbtcs Artfl Inte (BOTZ)	0.2	$1.5M		40k	37.32	View chart
Select Sector Spdr Tr State Street Ene (XLE)	0.2	$1.5M	+690%	29k	51.05	View chart
Ishares Tr Pfd And Incm Sec (PFF)	0.2	$1.5M		47k	31.69	View chart
American Centy Etf Tr Multisector (MUSI)	0.2	$1.5M		33k	44.33	View chart
Ishares Tr Msci Usa Min Vol (USMV)	0.2	$1.4M	-19%	15k	94.99	View chart
Mastercard Incorporated Cl A (MA)	0.2	$1.4M	-6%	2.6k	538.85	View chart
Series Portfolios Tr Eldridge Aaa Clo (CLOX)	0.2	$1.4M	+69%	55k	25.62	View chart
Neos Etf Trust Nasdaq 100 High (QQQI)	0.2	$1.4M	+26%	25k	53.83	View chart
Exchange Traded Concepts Tru Robo Glb Etf (ROBO)	0.2	$1.3M		19k	72.38	View chart
Sherwin Williams Common Stock (SHW)	0.2	$1.3M		4.1k	324.03	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.2	$1.3M		2.1k	636.39	View chart
Netflix (NFLX)	0.2	$1.3M	+1126%	16k	83.49	View chart
Linde SHS (LIN)	0.2	$1.3M		2.9k	456.97	View chart
Sea Sponsord Ads (SE)	0.2	$1.3M	NEW	11k	116.49	View chart
Invesco Galaxy Bitcoin Etf Com Shs Ben Int (BTCO)	0.2	$1.3M	+26%	16k	83.44	View chart
American Healthcare Reit Com Shs (AHR)	0.2	$1.3M		27k	46.91	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.2	$1.3M	-36%	5.7k	224.04	View chart
Spdr Series Trust State Street Spd (LGLV)	0.2	$1.2M		6.7k	182.18	View chart
Ishares Russell MF Closed and MF Open (IWF)	0.2	$1.2M		2.6k	473.30	View chart
Warby Parker Cl A Com (WRBY)	0.2	$1.2M	NEW	47k	25.51	View chart
Invesco Exchange Traded Fd T S&p Sml600 Val (RZV)	0.2	$1.2M	NEW	9.1k	128.60	View chart
Chevron Corporation (CVX)	0.2	$1.2M		6.5k	176.89	View chart
Spdr Index Shs Fds Portfolio Devlpd (SPDW)	0.2	$1.1M	+8%	24k	46.98	View chart
Invesco Exch Traded Fd Tr Ii Intl Buyback (IPKW)	0.2	$1.1M		20k	58.39	View chart
American Centy Etf Tr Avantis Emgmkt (AVEM)	0.2	$1.1M		14k	83.16	View chart
Spdr Series Trust State Street Spd (CWB)	0.2	$1.1M	NEW	12k	93.40	View chart
Ishares Tr U.s. Tech Etf (IYW)	0.2	$1.1M		5.4k	198.37	View chart
Coinbase Global Com Cl A (COIN)	0.2	$1.1M	+39%	5.4k	194.74	View chart
Lemonade (LMND)	0.2	$1.1M	-37%	12k	86.73	View chart
Global X Fds Global X Silver (SIL)	0.2	$1.0M	+25%	11k	94.30	View chart
Spotify Technology S A SHS (SPOT)	0.2	$1.0M	-2%	2.1k	500.35	View chart
Starbucks Corporation (SBUX)	0.2	$1.0M	+1869%	11k	91.95	View chart
New York Life Investments Et Nyli Ftse Intern (HFXI)	0.2	$1.0M	-7%	29k	34.31	View chart
Franklin Templeton Etf Tr Income Eqt Focus (INCE)	0.2	$995k	-4%	15k	64.54	View chart
Pimco Etf Tr Multisector Bd (PYLD)	0.2	$977k	+14%	36k	26.85	View chart
Vaneck Etf Trust Semiconductr Etf (SMH)	0.2	$969k	NEW	2.4k	403.39	View chart
Ishares Tr Select Divid Etf (DVY)	0.2	$962k	+3%	6.4k	150.46	View chart
Kraneshares Trust Quadrtc Int Rt (IVOL)	0.2	$962k	-42%	51k	18.96	View chart
T Rowe Price Etf Price Div Grwt (TDVG)	0.2	$948k	NEW	21k	45.73	View chart
Invesco Exch Traded Fd Tr Ii S&p Intl Momnt (IDMO)	0.2	$932k	+6%	16k	57.78	View chart
Symbotic Class A Com (SYM)	0.2	$919k	+231%	17k	54.37	View chart
Ishares Tr Trust Ishare 0-1 (SHV)	0.2	$910k	+88%	8.2k	110.44	View chart
Legg Mason Etf Invt Franklin Intl Lw (LVHI)	0.2	$907k	+2%	24k	38.42	View chart
Vanguard World Mega Grwth Ind (MGK)	0.2	$902k	-3%	2.2k	405.80	View chart
Invesco Exch Traded Fd Tr Ii Intl Corp Bd (PICB)	0.1	$893k	+9%	37k	24.25	View chart
Select Sector Spdr Tr State Street Con (XLP)	0.1	$876k	+209%	11k	83.51	View chart
Procter & Gamble Company (PG)	0.1	$875k	-3%	5.8k	151.78	View chart
First Tr Exchange Traded Multi Asset Di (MDIV)	0.1	$872k	+21%	54k	16.23	View chart
Ishares Msci Cda Etf (EWC)	0.1	$842k	NEW	16k	54.26	View chart
Rbb Fund Trust First Eagle Over (FEOE)	0.1	$841k	+233%	16k	51.32	View chart
Hims & Hers Health Com Cl A (HIMS)	0.1	$830k	-70%	31k	27.09	View chart
Metropcs Communications (TMUS)	0.1	$829k	+312%	4.2k	197.23	View chart
Ishares Tr Tips Bd Etf (TIP)	0.1	$825k	+6175%	7.5k	110.48	View chart
Viking Holdings Ord Shs (VIK)	0.1	$822k	NEW	11k	72.15	View chart
Ishares Tr Jpmorgan Usd Emg (EMB)	0.1	$811k	NEW	8.4k	96.58	View chart
Public Service Enterprise (PEG)	0.1	$807k		9.8k	82.36	View chart
Western Asst High Incm Opprtnty Fnd (HIO)	0.1	$805k		214k	3.77	View chart
Alphabet Cap Stk Cl C (GOOG)	0.1	$804k	+6%	2.4k	338.60	View chart
Realreal (REAL)	0.1	$801k	NEW	55k	14.67	View chart
Darden Restaurants (DRI)	0.1	$797k	NEW	4.0k	199.36	View chart
Verizon Communications (VZ)	0.1	$794k	-5%	18k	44.52	View chart
Cardinal Health (CAH)	0.1	$794k	NEW	3.7k	214.90	View chart
Brinker International (EAT)	0.1	$792k	NEW	5.0k	157.72	View chart
Dollar General (DG)	0.1	$792k	+5422%	5.5k	143.44	View chart
Owens Corning (OC)	0.1	$790k	NEW	6.6k	119.84	View chart
Figma Class A Com Stk (FIG)	0.1	$787k	NEW	30k	25.92	View chart
Celsius Hldgs Com New (CELH)	0.1	$745k		14k	52.48	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.1	$738k		13k	58.56	View chart
Iren Ordinary Shares (IREN)	0.1	$736k	NEW	14k	53.74	View chart
Advanced Drain Sys Inc Del (WMS)	0.1	$734k	NEW	4.8k	152.04	View chart
Invesco Exch Trd Slf Idx Rusl 2000 Dynm (OMFS)	0.1	$728k	+10%	16k	46.99	View chart
Ishares Tr Expanded Tech (IGV)	0.1	$717k	-3%	7.9k	90.31	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.1	$704k		1.5k	480.53	View chart
Rh (RH)	0.1	$696k	NEW	3.5k	198.83	View chart
New York Life Invts Active E Nyli Mackay Mun (MMIT)	0.1	$690k	+23%	28k	24.47	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.1	$686k	+34%	3.4k	202.40	View chart
Ishares Tr High Yld Corp Bd (HYGW)	0.1	$686k		23k	30.02	View chart
Ishares Tr Iboxx Hi Yd Etf (HYG)	0.1	$665k	+202%	8.2k	81.12	View chart
Spdr Series Trust State Street Spd (SPYV)	0.1	$660k		11k	58.17	View chart
Bank New York Common Stock (BK)	0.1	$633k		5.5k	116.09	View chart
Ishares Tr Global 100 Etf (IOO)	0.1	$619k	-66%	4.8k	128.85	View chart
Ishares Tr Hdg Msci Eafe (HEFA)	0.1	$613k	NEW	14k	42.81	View chart
DNP Select Income Fund (DNP)	0.1	$597k		59k	10.16	View chart
Travelers Companies (TRV)	0.1	$596k		2.1k	284.55	View chart
Ishares Tr Msci Emg Mkt Etf (EEM)	0.1	$571k		9.7k	59.10	View chart
Coca-Cola Company (KO)	0.1	$570k	-6%	7.6k	74.81	View chart
Global X Fds Superdividend (SDIV)	0.1	$561k		22k	25.71	View chart
Onto Innovation (ONTO)	0.1	$550k	+18%	2.7k	202.05	View chart
Select Sector Spdr Tr State Street Ind (XLI)	0.1	$545k	-71%	3.3k	165.43	View chart
Ishares Tr 3 7 Yr Treas Bd (IEI)	0.1	$540k		4.5k	119.34	View chart
Pimco Etf Tr Mtg Bkd Secs Act (PMBS)	0.1	$539k	NEW	11k	50.08	View chart
Schwab Strategic Tr 1 5yr Corp Bd (SCHJ)	0.1	$524k	NEW	21k	24.98	View chart
Merck & Co (MRK)	0.1	$520k		4.7k	110.28	View chart
Quanta Services (PWR)	0.1	$494k	+66%	1.0k	474.63	View chart
Ssga Active Etf Tr State Street Bla (SRLN)	0.1	$486k	+5%	12k	40.96	View chart
Realty Income (O)	0.1	$479k		7.8k	61.16	View chart
Invesco Actvely Mngd Etc Optimum Yield (PDBC)	0.1	$460k	NEW	32k	14.52	View chart
Global X Fds Lithium Btry Etf (LIT)	0.1	$460k	NEW	6.6k	69.95	View chart
Series Portfolios Tr Eldridge Bbb B (CLOZ)	0.1	$443k	NEW	17k	26.78	View chart
Advanced Micro Devices (AMD)	0.1	$426k		1.8k	236.76	View chart
Global X Fds Global X Uranium (URA)	0.1	$408k	NEW	7.4k	54.99	View chart
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT)	0.1	$406k	+80%	8.5k	47.49	View chart
Wec Energy Common Stock (WEC)	0.1	$401k		3.8k	105.46	View chart
Advisor Managed Portfolios Trenchless Fund (RVER)	0.1	$399k		13k	31.28	View chart
FirstEnergy (FE)	0.1	$384k	+3%	8.1k	47.34	View chart
Tko Group Holdings Cl A (TKO)	0.1	$375k	-3%	1.9k	202.55	View chart
Barrick Mng Corp Com Shs (B)	0.1	$373k	-3%	8.2k	45.79	View chart
Ishares Tr Us Trsprtion (IYT)	0.1	$368k	NEW	4.8k	76.57	View chart
Cameco Corporation (CCJ)	0.1	$361k		2.9k	123.39	View chart
Palo Alto Networks (PANW)	0.1	$353k	-25%	2.0k	176.97	View chart
Mp Materials Corp Com Cl A (MP)	0.1	$350k		6.0k	58.77	View chart
Becton, Dickinson and (BDX)	0.1	$350k		1.7k	203.48	View chart
American Centy Etf Tr Diversifid Crp (KORP)	0.1	$347k	-62%	7.3k	47.45	View chart
Boeing Company (BA)	0.1	$342k	+194%	1.5k	233.64	View chart
First Tr Exchange-traded Smid Risng Etf (SDVY)	0.1	$340k	+3%	8.4k	40.39	View chart
J P Morgan Exchange Traded F Active Bond Etf (JBND)	0.1	$336k	-11%	6.2k	54.12	View chart
Intel Corporation (INTC)	0.1	$329k	-6%	7.1k	46.47	View chart
Philip Morris International (PM)	0.1	$329k	-14%	1.8k	179.49	View chart
Welltower Inc Com reit (WELL)	0.1	$328k	-6%	1.7k	188.40	View chart
Deere & Company (DE)	0.1	$327k		620.00	527.65	View chart
National Presto Industries (NPK)	0.1	$322k		2.5k	127.40	View chart
Vanguard High MF Closed and MF Open (VYM)	0.1	$322k		2.2k	143.52	View chart
Simplify Exchange Traded Fun Health Care Etf (PINK)	0.1	$317k	NEW	8.8k	35.99	View chart
Automatic Data Processing (ADP)	0.1	$317k		1.3k	246.82	View chart
New Jersey Resources Corporation (NJR)	0.1	$317k		6.4k	49.48	View chart
First Tr Exchange Traded Nasdaq Transn (FTXR)	0.1	$308k	NEW	7.7k	39.93	View chart
Cleveland-cliffs (CLF)	0.1	$305k		22k	13.76	View chart
Kraft Heinz (KHC)	0.1	$299k	+6%	13k	23.74	View chart
HEICO Corporation (HEI)	0.0	$294k		889.00	330.84	View chart
Royal Caribbean Common Stock (RCL)	0.0	$293k		1.1k	278.92	View chart
Dbx Etf Tr Xtrackers Semico (CHPS)	0.0	$285k	+9%	5.1k	55.95	View chart
Albemarle Corporation (ALB)	0.0	$285k	NEW	1.7k	170.63	View chart
Ishares Ethereum Tr SHS (ETHA)	0.0	$285k		14k	20.17	View chart
Colgate-Palmolive Company (CL)	0.0	$284k	+9%	3.1k	90.30	View chart
Invesco Actively Managed Exc Total Return (GTO)	0.0	$282k		5.9k	47.44	View chart
Spdr Series Trust State Street Spd (XRT)	0.0	$278k	NEW	3.2k	86.33	View chart
American Water Works (AWK)	0.0	$277k	-14%	2.1k	129.14	View chart
Eversource Energy (ES)	0.0	$269k		3.9k	69.13	View chart
Morgan Stanley Com New (MS)	0.0	$264k		1.4k	182.80	View chart
Ea Series Trust Us Quan Momentum (QMOM)	0.0	$260k	-2%	3.8k	67.88	View chart

Past Filings by Fortis Group Advisors

SEC 13F filings are viewable for Fortis Group Advisors going back to 2020

Fortis Group Advisors 2025 Q4 filed Feb. 6, 2026
Fortis Group Advisors 2025 Q3 filed Nov. 7, 2025
Fortis Group Advisors 2025 Q2 filed Aug. 8, 2025
Fortis Group Advisors 2025 Q1 filed May 2, 2025
Fortis Group Advisors 2024 Q4 filed Jan. 31, 2025
Fortis Group Advisors 2024 Q3 filed Oct. 21, 2024
Fortis Group Advisors 2024 Q2 filed July 30, 2024
Fortis Group Advisors 2024 Q1 filed April 30, 2024
Fortis Group Advisors 2023 Q4 filed March 4, 2024
Fortis Group Advisors 2023 Q3 filed Dec. 1, 2023
Fortis Group Advisors 2023 Q2 filed July 18, 2023
Fortis Group Advisors 2023 Q1 filed May 26, 2023
Fortis Group Advisors 2020 Q3 filed Nov. 17, 2020

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