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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 BIL, QQQ, SPMO, QQQM, SPLG, and represent 23.04% of Fortis Group Advisors's stock portfolio.
Added to shares of these 10 stocks: SLV, SPYI, IWO, TLT, USDU, PALL, NKE, XLV, JD, HIMS.
Started 42 new stock positions in SIL, GLIBK, GDXJ, MNDY, QTUM, GLIBA, RVER, MP, Global X Fds, CELH.
Reduced shares in these 10 stocks: SHY (-$5.4M), XLE (-$5.2M), XLF, XLU, XLRE, OILK, MTUM, XLP, BIL, QUAL.
Sold out of its positions in ALLY, AVUS, BLOK, HACK, AMAT, DASH, DKNG, FTNT, HTD, HES.
Fortis Group Advisors was a net seller of stock by $-8.1M.
Fortis Group Advisors has $573M in assets under management (AUM), dropping by 4.89%.
Central Index Key (CIK): 0001815183

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Portfolio Holdings for Fortis Group Advisors

Fortis Group Advisors holds 536 positions in its portfolio as reported in the September 2025 quarterly 13F filing

Fortis Group Advisors has 536 total positions. Only the first 250 positions are shown.

Sign up to view all of the Fortis Group Advisors Sept. 30, 2025 positions
Download the Fortis Group Advisors September 2025 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Spdr Series Trust Bloomberg 1-3 Mo (BIL)	6.1	$35M	-8%	379k	91.76	View chart
Invesco Qqq MF Closed and MF Open (QQQ)	4.9	$28M		47k	600.37	View chart
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO)	4.9	$28M	+5%	231k	121.70	View chart
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)	3.9	$22M	-3%	86k	258.96	View chart
Spdr Portfolio MF Closed and MF Open (SPLG)	3.3	$19M	-7%	239k	78.34	View chart
SPDR S&P MF Closed and MF Open (SPY)	2.8	$16M		24k	666.18	View chart
Apple Common Stock (AAPL)	2.5	$15M	+3%	57k	254.63	View chart
Spdr Gold Common Stock (GLD)	2.3	$13M	+2%	37k	355.47	View chart
Spdr Series Trust Prtflo S&p500 Gw (SPYG)	2.0	$12M	+11%	107k	108.06	View chart
Spdr Series Trust Bloomberg 3-12 M (BILS)	1.9	$11M	-13%	107k	99.52	View chart
Ishares 20 MF Closed and MF Open (TLT)	1.6	$9.0M	+69%	101k	89.40	View chart
Ishares Russell MF Closed and MF Open (IWO)	1.5	$8.7M	+76%	27k	320.05	View chart
Amazon Common Stock (AMZN)	1.4	$7.9M		36k	219.57	View chart
Ishares Tr Russell 2000 Etf (IWM)	1.4	$7.8M	+24%	32k	246.23	View chart
Alphabet Common Stock (GOOGL)	1.3	$7.6M	-11%	31k	243.10	View chart
Invesco S&p MF Closed and MF Open (RSP)	1.3	$7.5M	-10%	39k	189.71	View chart
T Rowe Price Etf Cap Appreciation (TCAF)	1.3	$7.2M		187k	38.61	View chart
Alerian M MF Closed and MF Open (AMLP)	1.2	$6.6M	+2%	141k	46.93	View chart
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)	1.1	$6.1M	+14%	121k	50.74	View chart
Invesco Exch Traded Fd Tr Ii S&p500 Hdl Vol (SPHD)	1.0	$5.9M		124k	47.32	View chart
Ishares Tr 0-3 Mnth Treasry (SGOV)	1.0	$5.6M	-9%	55k	100.72	View chart
Nvidia Corp Common Stock (NVDA)	0.9	$5.3M		29k	186.58	View chart
Microsoft Corp Common Stock (MSFT)	0.9	$5.2M	+2%	10k	517.95	View chart
Palantir Technologies Common Stock (PLTR)	0.9	$5.1M	-27%	28k	182.42	View chart
Ishares Core MF Closed and MF Open (IVV)	0.9	$5.1M		7.6k	667.74	View chart
Spdr Dow MF Closed and MF Open (DIA)	0.8	$4.8M	+7%	10k	463.74	View chart
Hims & Hers Health Com Cl A (HIMS)	0.8	$4.8M	+87%	105k	45.46	View chart
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)	0.8	$4.5M		76k	59.90	View chart
Meta Platforms Common Stock (META)	0.8	$4.5M	+37%	6.1k	734.38	View chart
Vanguard Growth MF Closed and MF Open (VUG)	0.8	$4.5M	+16%	9.3k	479.60	View chart
Vanguard Intl Equity Index F Ftse Europe Etf (VGK)	0.8	$4.4M	-15%	55k	80.30	View chart
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)	0.8	$4.4M	+47%	59k	74.06	View chart
Ishares Silver Common Stock (SLV)	0.7	$4.3M	+7252%	101k	42.37	View chart
Ishares Gold Tr Ishares New (IAU)	0.7	$4.3M	-25%	57k	75.39	View chart
Listed Fds Tr Roundhill Magnif (MAGS)	0.7	$4.3M	+2%	63k	67.96	View chart
Goldman Sachs Physical Gold Unit (AAAU)	0.7	$4.2M		106k	39.48	View chart
Nike Common Stock (NKE)	0.7	$4.2M	+451%	60k	69.73	View chart
Ishares Tr Msci Usa Mmentm (MTUM)	0.7	$3.9M	-47%	16k	254.22	View chart
Sofi Technologies (SOFI)	0.7	$3.9M	+94%	131k	29.68	View chart
Exxon Mobil Common Stock (XOM)	0.7	$3.8M	-3%	34k	112.75	View chart
Neos Etf Trust Neos S&p 500 Hi (SPYI)	0.7	$3.8M	NEW	72k	52.81	View chart
Wisdomtree Tr Blmbg Us Bull (USDU)	0.6	$3.7M	NEW	136k	26.97	View chart
Janus Detroit Str Tr B-bbb Clo Etf (JBBB)	0.6	$3.7M	+77%	76k	48.20	View chart
Select Sector Spdr Tr Rl Est Sel Sec (XLRE)	0.6	$3.6M	-50%	87k	40.90	View chart
Abrdn Palladium Etf Trust Physical Palladm (PALL)	0.6	$3.5M	NEW	27k	131.67	View chart
Cloudflare Common Stock (NET)	0.6	$3.5M	-3%	16k	214.59	View chart
Healthcare Select MF Closed and MF Open (XLV)	0.6	$3.4M	+19335%	24k	139.17	View chart
Visa Common Stock (V)	0.6	$3.2M	-29%	9.5k	341.38	View chart
First Tr Exchange-traded SHS (FDL)	0.6	$3.2M	-3%	75k	42.76	View chart
Vaneck Etf Trust Gold Miners Etf (GDX)	0.5	$3.1M	+182%	43k	72.06	View chart
Ishares Tr Rus 2000 Val Etf (IWN)	0.5	$3.1M	+47%	18k	177.13	View chart
Wisdomtree Tr Floatng Rat Trea (USFR)	0.5	$3.1M	-30%	61k	50.27	View chart
UnitedHealth (UNH)	0.5	$3.0M		8.7k	341.57	View chart
J P Morgan Exchange Traded F Active Growth (JGRO)	0.5	$2.8M	+63%	29k	96.40	View chart
Altria Group Common Stock (MO)	0.5	$2.8M	-3%	42k	66.06	View chart
RBB Us Treas 3 Mnth (TBIL)	0.5	$2.7M	-32%	53k	50.02	View chart
Select Sector Spdr Tr Communication (XLC)	0.5	$2.7M		23k	114.81	View chart
Tesla Common Stock (TSLA)	0.5	$2.6M	+34%	5.9k	444.72	View chart
Invesco Exchange Traded Fd T Buyback Achiev (PKW)	0.5	$2.6M		20k	129.71	View chart
Jpmorgan Chase Common Stock (JPM)	0.4	$2.5M	+23%	7.9k	315.58	View chart
Jd.com Spon Ads Cl A (JD)	0.4	$2.5M	NEW	75k	33.04	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.4	$2.5M		8.5k	290.92	View chart
Intl Business Common Stock (IBM)	0.4	$2.5M		8.7k	282.16	View chart
Eli Lilly Common Stock (LLY)	0.4	$2.4M	+33%	3.1k	763.00	View chart
Home Depot (HD)	0.4	$2.2M		5.7k	379.56	View chart
Vaneck Etf Trust Uranium And Nucl (NLR)	0.4	$2.2M	NEW	14k	155.10	View chart
At&t Common Stock (T)	0.4	$2.1M		75k	28.24	View chart
Broadcom (AVGO)	0.4	$2.1M		5.7k	369.64	View chart
Lam Research Common Stock (LRCX)	0.4	$2.1M		16k	133.90	View chart
Alibaba Group Common Stock (BABA)	0.4	$2.1M	-31%	12k	178.74	View chart
Vanguard Dividend MF Closed and MF Open (VIG)	0.3	$1.9M		9.0k	215.79	View chart
Shopify Common Stock (SHOP)	0.3	$1.9M		13k	148.61	View chart
Oscar Health Cl A (OSCR)	0.3	$1.9M	-33%	104k	18.00	View chart
Ishares Tr Global 100 Etf (IOO)	0.3	$1.8M	-4%	14k	126.06	View chart
Ishares Msci MF Closed and MF Open (USMV)	0.3	$1.8M	-2%	19k	95.14	View chart
Vaneck Etf Trust Rare Earth And S (REMX)	0.3	$1.8M	NEW	25k	70.50	View chart
Industrial Select MF Closed and MF Open (XLI)	0.3	$1.8M	-13%	11k	154.49	View chart
Wal-Mart Stores (WMT)	0.3	$1.7M	+3%	17k	101.18	View chart
Cambria Etf Tr Global Value Etf (GVAL)	0.3	$1.7M	NEW	58k	29.93	View chart
Kraneshares Trust Quadrtc Int Rt (IVOL)	0.3	$1.7M	-14%	89k	19.22	View chart
Costco Wholesale Common Stock (COST)	0.3	$1.6M	-4%	1.7k	925.62	View chart
Mastercard Common Stock (MA)	0.3	$1.6M	-3%	2.8k	569.00	View chart
Netflix Common Stock (NFLX)	0.3	$1.6M	-3%	1.3k	1199.00	View chart
Paypal Holdings (PYPL)	0.3	$1.6M	NEW	23k	69.27	View chart
Etf Ser Solutions Defiance Quantum (QTUM)	0.3	$1.5M	NEW	13k	115.10	View chart
Ishares P MF Closed and MF Open (PFF)	0.3	$1.5M	+15%	47k	31.62	View chart
Purecycle Technologies (PCT)	0.3	$1.5M		129k	11.58	View chart
Global X Fds Rbtcs Artfl Inte (BOTZ)	0.3	$1.5M	NEW	39k	37.83	View chart
Nebius Group Shs Class A (NBIS)	0.3	$1.4M	NEW	11k	130.82	View chart
Pepsico Common Stock (PEP)	0.3	$1.4M	+22293%	10k	140.46	View chart
Sherwin Williams Common Stock (SHW)	0.3	$1.4M		4.1k	346.26	View chart
American Centy Etf Tr Multisector (MUSI)	0.2	$1.4M	-38%	32k	44.41	View chart
United Parcel Common Stock (UPS)	0.2	$1.4M	+6694%	17k	83.53	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.2	$1.4M		22k	64.93	View chart
Capri Holdings SHS (CPRI)	0.2	$1.4M	+243%	68k	20.75	View chart
Spotify Technology S A SHS (SPOT)	0.2	$1.4M	-55%	2.1k	655.32	View chart
Frontier Communications Pare (FYBR)	0.2	$1.3M	NEW	36k	37.76	View chart
Invesco Galaxy Bitcoin Etf Com Shs Ben Int (BTCO)	0.2	$1.3M	+4%	12k	109.40	View chart
Coinbase Global Com Cl A (COIN)	0.2	$1.3M		3.9k	343.78	View chart
American Centy Etf Tr Us Quality Grow (QGRO)	0.2	$1.3M	-40%	11k	115.34	View chart
Zeta Global Holdings Corp Cl A (ZETA)	0.2	$1.3M	NEW	72k	17.99	View chart
New York Life Invts Active E Nyli Mackay Core (CPLB)	0.2	$1.3M	NEW	61k	21.39	View chart
Vanguard S&p MF Closed and MF Open (VOO)	0.2	$1.3M	+18%	2.1k	612.38	View chart
Western Digital Common Stock (WDC)	0.2	$1.3M	+352966%	11k	120.00	View chart
Robo Global MF Closed and MF Open (ROBO)	0.2	$1.2M	+3628%	19k	65.56	View chart
Ishares Russell MF Closed and MF Open (IWF)	0.2	$1.2M		2.6k	468.41	View chart
Linde SHS (LIN)	0.2	$1.2M		2.9k	418.30	View chart
Lemonade (LMND)	0.2	$1.2M	-6%	20k	60.08	View chart
American Healthcare Common Stock (AHR)	0.2	$1.2M		28k	42.01	View chart
Spdr Series Trust Ssga Us Lrg Etf (LGLV)	0.2	$1.2M	-7%	6.7k	172.28	View chart
Ishares Tr U.s. Tech Etf (IYW)	0.2	$1.1M		5.4k	207.91	View chart
Neos Etf Trust Nasdaq 100 High (QQQI)	0.2	$1.1M	+16%	20k	55.52	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	0.2	$1.1M	+8%	11k	97.80	View chart
Invesco Exch Traded Fd Tr Ii S&p 500 Revenue (RWL)	0.2	$1.1M	NEW	9.7k	111.78	View chart
American Centy Etf Tr Avantis Emgmkt (AVEM)	0.2	$1.1M	+24%	14k	77.53	View chart
Invesco Exch Traded Fd Tr Ii Intl Buyback (IPKW)	0.2	$1.0M	+26%	19k	52.57	View chart
Chevron Corp Common Stock (CVX)	0.2	$1.0M	-3%	6.5k	155.29	View chart
New York Life Investments Et Nyli Ftse Intern (HFXI)	0.2	$1.0M	-8%	32k	32.02	View chart
Vanguard World Mega Grwth Ind (MGK)	0.2	$974k	+2%	2.3k	420.77	View chart
Spdr Developed MF Closed and MF Open (SPDW)	0.2	$960k		22k	42.79	View chart
Franklin Templeton Etf Tr Income Eqt Focus (INCE)	0.2	$953k	-2%	16k	59.19	View chart
Ishares Tr Expanded Tech (IGV)	0.2	$951k	-7%	8.2k	115.51	View chart
Procter & Gamble Common Stock (PG)	0.2	$922k	-4%	6.0k	153.65	View chart
American Centy Etf Tr Diversifid Crp (KORP)	0.2	$918k	-38%	19k	47.62	View chart
Monday SHS (MNDY)	0.2	$893k	NEW	4.4k	205.24	View chart
Ishares Tr Select Divid Etf (DVY)	0.2	$859k	-35%	6.2k	139.18	View chart
Pimco Etf Tr Multisector Bd (PYLD)	0.1	$857k		32k	26.88	View chart
Capital Group Dividend Value Shs Creation Uni (CGDV)	0.1	$854k	-58%	20k	42.66	View chart
Celsius Hldgs Com New (CELH)	0.1	$852k	NEW	14k	60.23	View chart
Western Asst High Incm Opprtnty Fnd (HIO)	0.1	$832k	+14%	216k	3.86	View chart
Series Portfolios Tr Eldridge Aaa Clo (CLOX)	0.1	$828k	+16%	32k	25.56	View chart
Verizon Communications Common Stock (VZ)	0.1	$828k	-5%	19k	43.95	View chart
Public Service Common Stock (PEG)	0.1	$822k		9.8k	83.46	View chart
Legg Mason Etf Invt Franklin Intl Lw (LVHI)	0.1	$819k	+3%	23k	35.45	View chart
Invesco Exch Traded Fd Tr Ii S&p Intl Momnt (IDMO)	0.1	$817k	NEW	15k	53.91	View chart
Invesco Exch Traded Fd Tr Ii Intl Corp Bd (PICB)	0.1	$795k	NEW	34k	23.64	View chart
Invesco Actively Managed Exc Aaa Clo Fltng Rt (ICLO)	0.1	$781k	-6%	31k	25.58	View chart
Tapestry (TPR)	0.1	$775k	NEW	7.1k	109.82	View chart
Berkshire Hathaway Common Stock (BRK.B)	0.1	$732k	+6%	1.5k	502.74	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.1	$726k	+7%	13k	56.88	View chart
J P Morgan Exchange Traded F Hedged Equity La (HELO)	0.1	$717k	-7%	11k	65.60	View chart
Ishares Tr High Yld Corp Bd (HYGW)	0.1	$703k	NEW	23k	30.25	View chart
J P Morgan Exchange Traded F Income Etf (JPIE)	0.1	$699k	+134%	15k	46.41	View chart
First Tr Exchange Traded Multi Asset Di (MDIV)	0.1	$695k	-13%	44k	15.65	View chart
Spdr Series Trust Prtflo S&p500 Vl (SPYV)	0.1	$636k		11k	55.98	View chart
Novo-nordisk A S Adr (NVO)	0.1	$615k	NEW	12k	49.46	View chart
Ishares Tr Intl Trea Bd Etf (IGOV)	0.1	$611k	-21%	15k	42.17	View chart
Invesco Exch Trd Slf Idx Rusl 2000 Dynm (OMFS)	0.1	$610k	NEW	14k	43.59	View chart
Dnp Select MF Closed and MF Open (DNP)	0.1	$595k	-15%	59k	10.01	View chart
Bank New York Common Stock (BK)	0.1	$594k	-11%	5.5k	108.96	View chart
Palo Alto Networks (PANW)	0.1	$592k		2.7k	220.24	View chart
Global X Fds Global X Silver (SIL)	0.1	$585k	NEW	8.8k	66.56	View chart
Travelers Companies (TRV)	0.1	$560k		2.1k	268.67	View chart
New York Life Invts Active E Nyli Mackay Mun (MMIT)	0.1	$557k	-20%	23k	24.44	View chart
Coca Cola Company Common Stock (KO)	0.1	$543k	-3%	8.2k	66.32	View chart
Alphabet Common Stock (GOOG)	0.1	$542k	+3%	2.2k	243.54	View chart
Ishares Tr 3 7 Yr Treas Bd (IEI)	0.1	$535k	-15%	4.5k	119.75	View chart
Global X Fds Superdividend (SDIV)	0.1	$526k	+50%	22k	23.80	View chart
Ishares Msci MF Closed and MF Open (EEM)	0.1	$524k	+7%	9.8k	53.38	View chart
3m Company Common Stock (MMM)	0.1	$507k	-15%	3.3k	155.18	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.1	$502k	+56%	15k	33.38	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.1	$496k	-85%	2.5k	196.30	View chart
Ishares Tr Short Treas Bd (SHV)	0.1	$482k	-41%	4.4k	110.48	View chart
Realty Income Common Stock (O)	0.1	$470k	-16%	7.7k	60.79	View chart
Ssga Active Etf Tr Blackstone Senr (SRLN)	0.1	$467k	+4%	11k	41.51	View chart
Advanced Micro Devices (AMD)	0.1	$461k		1.8k	256.16	View chart
Johnson & Johnson Common Stock (JNJ)	0.1	$439k	+161%	2.4k	185.42	View chart
Wec Energy Common Stock (WEC)	0.1	$436k		3.8k	114.59	View chart
Advisor Managed Portfolios Trenchless Fund (RVER)	0.1	$418k	NEW	13k	33.01	View chart
Ishares Ethereum Tr SHS (ETHA)	0.1	$415k	+75%	14k	29.36	View chart
Symbotic Class A Com (SYM)	0.1	$413k	-30%	5.1k	80.95	View chart
Merck & Company Common Stock (MRK)	0.1	$395k	-3%	4.7k	83.94	View chart
J P Morgan Exchange Traded F Active Bond Etf (JBND)	0.1	$383k	-53%	7.1k	54.34	View chart
Automatic Data Common Stock (ADP)	0.1	$377k		1.3k	293.50	View chart
Mp Materials Corp Com Cl A (MP)	0.1	$376k	NEW	6.0k	63.09	View chart
Tko Group Holdings Cl A (TKO)	0.1	$361k		1.9k	188.42	View chart
FirstEnergy (FE)	0.1	$358k	-21%	7.8k	45.83	View chart
American Water Common Stock (AWK)	0.1	$349k		2.5k	139.20	View chart
Philip Morris Common Stock (PM)	0.1	$346k	-64%	2.1k	162.20	View chart
Royal Caribbean Common Stock (RCL)	0.1	$340k		1.1k	323.58	View chart
Robinhood Mkts Com Cl A (HOOD)	0.1	$334k	-20%	2.3k	146.78	View chart
Welltower Common Stock (WELL)	0.1	$334k	+14%	1.9k	178.14	View chart
Select Sector Spdr Tr Energy (XLE)	0.1	$322k	-94%	3.7k	88.13	View chart
Becton Dickinson Common Stock (BDX)	0.1	$322k		1.7k	187.14	View chart
Vanguard High MF Closed and MF Open (VYM)	0.1	$316k		2.2k	140.95	View chart
Onto Innovation (ONTO)	0.1	$309k	NEW	2.3k	134.96	View chart
Kraft Heinz Common Stock (KHC)	0.1	$307k	-16%	12k	26.04	View chart
First Tr Exchange-traded Smid Risng Etf (SDVY)	0.1	$304k	+19%	8.2k	37.33	View chart
Cameco Corporation (CCJ)	0.1	$299k		2.9k	102.21	View chart
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT)	0.1	$294k	+43%	4.7k	62.30	View chart
Tractor Supply Common Stock (TSCO)	0.1	$292k		5.1k	56.87	View chart
Eversource Energy (ES)	0.1	$287k		3.9k	73.81	View chart
New Jersey Resources Corporation (NJR)	0.0	$283k	-40%	6.4k	44.30	View chart
Deere & Co Common Stock (DE)	0.0	$283k		619.00	457.27	View chart
Invesco Actively Managed Exc Total Return (GTO)	0.0	$283k		5.9k	47.56	View chart
HEICO Corporation (HEI)	0.0	$282k		889.00	317.66	View chart
Quanta Services (PWR)	0.0	$281k	+2%	626.00	449.13	View chart
Barrick Mng Corp Com Shs (B)	0.0	$278k	-15%	8.5k	32.80	View chart
Cleveland-cliffs (CLF)	0.0	$275k		22k	12.43	View chart
10x Genomics Cl A Com (TXG)	0.0	$275k	NEW	20k	13.64	View chart
National Presto Industries (NPK)	0.0	$271k		2.5k	106.97	View chart
Franklin Templeton Etf Tr Municipal Grn Bd (FLMB)	0.0	$270k		11k	23.95	View chart
Ishares 1-3yr MF Closed and MF Open (SHY)	0.0	$269k	-95%	3.2k	82.96	View chart
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)	0.0	$267k	-47%	5.6k	47.65	View chart
Sector Consumer MF Closed and MF Open (XLP)	0.0	$267k	-92%	3.4k	78.63	View chart
Ea Series Trust Us Quan Momentum (QMOM)	0.0	$263k	-2%	3.9k	67.32	View chart
Neuberger Berman Etf Trust Disrupters Etf (NBDS)	0.0	$259k		6.7k	38.53	View chart
First Tr Exchange-traded Ft Vest Djia (DOGG)	0.0	$255k	+5%	13k	20.24	View chart
Intel Corp Common Stock (INTC)	0.0	$255k	+374%	7.6k	33.55	View chart
Vaneck Etf Trust Junior Gold Mine (GDXJ)	0.0	$248k	NEW	2.6k	93.67	View chart
Walt Disney Common Stock (DIS)	0.0	$246k	-12%	2.2k	114.50	View chart
Coreweave Com Cl A (CRWV)	0.0	$243k	NEW	1.8k	133.71	View chart
American Centy Etf Tr Diversified Mu (TAXF)	0.0	$239k	-8%	4.7k	50.67	View chart
Vanguard Wellington Short Trm Tax Ex (VTES)	0.0	$239k	+10%	2.4k	101.69	View chart
Morgan Stanley Com New (MS)	0.0	$237k		1.4k	164.00	View chart
Ishares Core MF Closed and MF Open (AGG)	0.0	$234k	+5082%	2.3k	100.24	View chart
Goldman Sachs (GS)	0.0	$230k	+4%	291.00	788.65	View chart
Rbb Fund Trust First Eagle Over (FEOE)	0.0	$229k	NEW	4.9k	46.47	View chart
Crowdstrike Hldgs Cl A (CRWD)	0.0	$224k	NEW	412.00	543.01	View chart
Colgate-Palmolive Company (CL)	0.0	$221k		2.9k	77.06	View chart
TJX Companies (TJX)	0.0	$219k	NEW	1.6k	140.14	View chart
Ishares Tr Iboxx Hi Yd Etf (HYG)	0.0	$219k		2.7k	80.80	View chart
Dbx Etf Tr Xtrackers Semico (CHPS)	0.0	$217k	NEW	4.7k	46.52	View chart
Metropcs Communications (TMUS)	0.0	$214k	-41%	1.0k	210.11	View chart
Global X Fds Purecap Msci Inf	0.0	$214k	NEW	7.4k	28.85	View chart
Devon Energy Corporation (DVN)	0.0	$213k	+7%	6.6k	32.49	View chart
J P Morgan Exchange Traded F Us Qualty Fctr (JQUA)	0.0	$210k	-86%	3.3k	62.72	View chart
Vertiv Holdings Com Cl A (VRT)	0.0	$202k	NEW	1.0k	192.86	View chart
Mcdonalds Corp Common Stock (MCD)	0.0	$177k		583.00	303.89	View chart
Sharplink Gaming Com New (SBET)	0.0	$173k	NEW	13k	13.84	View chart
Stryker Corp Common Stock (SYK)	0.0	$163k		440.00	369.67	View chart
Constellation Energy Common Stock (CEG)	0.0	$149k	+63%	452.00	329.07	View chart
Hershey Company Common Stock (HSY)	0.0	$131k		702.00	187.05	View chart
Vanguard Total MF Closed and MF Open (VTI)	0.0	$128k		389.00	328.17	View chart
Bigbear Ai Hldgs (BBAI)	0.0	$123k		18k	6.92	View chart
Bwx Technologies Common Stock (BWXT)	0.0	$112k		609.00	184.37	View chart
Boeing Company Common Stock (BA)	0.0	$107k	-66%	497.00	215.83	View chart
Csx Corp Common Stock (CSX)	0.0	$107k		3.0k	35.51	View chart
Utilities Select MF Closed and MF Open (XLU)	0.0	$95k	-97%	1.1k	87.24	View chart
Pfizer Common Stock (PFE)	0.0	$89k		3.5k	25.48	View chart
Intuitive Surgical Common Stock (ISRG)	0.0	$85k		191.00	447.23	View chart
Peakstone Realty Common Stock (PKST)	0.0	$85k	-8%	6.4k	13.12	View chart
Vanguard Esg MF Closed and MF Open (ESGV)	0.0	$81k		680.00	118.44	View chart
Lexicon Pharmaceuticals Com New (LXRX)	0.0	$80k		58k	1.38	View chart
Precigen (PGEN)	0.0	$79k		19k	4.14	View chart
Ss&c Technologies Common Stock (SSNC)	0.0	$77k		870.00	88.76	View chart
Ge Aerospace Common Stock (GE)	0.0	$76k		253.00	300.82	View chart
Duke Energy Common Stock (DUK)	0.0	$71k		570.00	123.75	View chart
Packaging Corp Common Stock (PKG)	0.0	$65k		300.00	217.93	View chart
Vanguard Total MF Closed and MF Open (BND)	0.0	$63k		845.00	74.37	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 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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