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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, RSP, SPY, SPMO, and represent 16.94% of Fortis Group Advisors's stock portfolio.
Added to shares of these 10 stocks: USDU (+$8.0M), VYMI (+$5.3M), SPHB (+$5.2M), XAR (+$5.2M), BILS, XLV, VFMO, IAK, QQWZ, WM.
Started 72 new stock positions in ATO, IAK, TAXF, GRID, ROKU, PPG, AGIX, CBSH, LEND, USDU.
Reduced shares in these 10 stocks: PDBC (-$7.8M), BIL (-$5.9M), XTL, SMH, FDL, Exxon Mobil Corporation, EWH, ICOP, QQQ, JAVA.
Sold out of its positions in PPLT, ADBE, ALGN, KORP, CZR, Dupont De Nemours, NORW, AQWA, URA, PKST.
Fortis Group Advisors was a net buyer of stock by $9.1M.
Fortis Group Advisors has $626M in assets under management (AUM), dropping by 3.00%.
Central Index Key (CIK): 0001815183

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Portfolio Holdings for Fortis Group Advisors

Fortis Group Advisors holds 619 positions in its portfolio as reported in the June 2026 quarterly 13F filing

Fortis Group Advisors has 619 total positions. Only the first 250 positions are shown.

Sign up to view all of the Fortis Group Advisors June 30, 2026 positions
Download the Fortis Group Advisors June 2026 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Spdr Series Trust St Str Blo 1 Etf (BIL)	4.6	$29M	-17%	313k	91.64	View chart
Invesco Qqq MF Closed and MF Open (QQQ)	4.2	$26M	-10%	36k	736.40	View chart
Invesco S&p MF Closed and MF Open (RSP)	2.9	$18M	+8%	85k	212.77	View chart
State Street MF Closed and MF Open (SPY)	2.7	$17M	-2%	23k	746.78	View chart
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO)	2.5	$16M		98k	161.54	View chart
Apple Common Stock (AAPL)	2.3	$14M	-9%	49k	289.36	View chart
Spdr Gold Common Stock (GLD)	2.2	$14M	-6%	37k	368.38	View chart
Invesco Exch Traded Fd Tr Ii S&p 500 Hb Etf (SPHB)	1.9	$12M	+77%	77k	155.59	View chart
Spdr Series Trust ST STR P500GRW (SPYG)	1.8	$11M		94k	118.99	View chart
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)	1.8	$11M		37k	302.97	View chart
Spdr Series Trust St Str Bl 12 Etf (BILS)	1.7	$11M	+73%	110k	99.38	View chart
Alerian M MF Closed and MF Open (AMLP)	1.6	$9.8M	+3%	190k	51.85	View chart
Alphabet Cap Stk Cl A (GOOGL)	1.5	$9.1M	-3%	25k	357.37	View chart
Amazon Common Stock (AMZN)	1.4	$8.7M	-2%	37k	238.34	View chart
Ishares Tr Rus 2000 Val Etf (IWN)	1.4	$8.7M		39k	221.20	View chart
State Street MF Closed and MF Open (SPYM)	1.3	$8.1M		93k	87.88	View chart
Wisdomtree Tr Blmbg Us Bull (USDU)	1.3	$8.0M	NEW	297k	26.75	View chart
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)	1.2	$7.7M		152k	50.49	View chart
Ishares Russell MF Closed and MF Open (IWO)	1.2	$7.4M		19k	393.95	View chart
Goldman Sachs Physical Gold Unit (AAAU)	1.1	$7.2M	+74%	181k	39.57	View chart
Vanguard Total MF Closed and MF Open (VT)	1.1	$6.7M	+78%	42k	156.95	View chart
Invesco Exch Traded Fd Tr Ii S&p500 Hdl Vol (SPHD)	1.0	$6.3M	-3%	124k	50.84	View chart
Ishares Tr 0-3 Mth Treasury (SGOV)	1.0	$6.2M	+12%	62k	100.67	View chart
State Street MF Closed and MF Open (XLV)	0.9	$5.7M	+220%	36k	158.66	View chart
Select Sector Spdr Tr St Str Real Etf (XLRE)	0.9	$5.6M	+53%	127k	44.03	View chart
Ishares Tr Msci Usa Mmentm (MTUM)	0.9	$5.5M		16k	342.83	View chart
Vanguard Whitehall Fds Intl High Etf (VYMI)	0.9	$5.5M	+2271%	56k	98.20	View chart
Spdr Series Trust St Str Sp Aero (XAR)	0.8	$5.2M	NEW	18k	283.79	View chart
Nvidia Corp Common Stock (NVDA)	0.8	$5.1M	-12%	26k	200.10	View chart
RBB F/m Us Treasury (TBIL)	0.8	$5.1M	-13%	102k	49.86	View chart
Ssga Active Tr Sst Bridgewater (ALLW)	0.8	$5.1M		173k	29.27	View chart
Waste Management Common Stock (WM)	0.8	$5.0M	+211%	22k	222.87	View chart
State Street MF Closed and MF Open (DIA)	0.8	$5.0M	+3%	9.5k	522.39	View chart
Ishares 20 MF Closed and MF Open (TLT)	0.8	$4.9M	+37%	56k	86.40	View chart
Etf Ser Solutions Defia Quant Etf (QTUM)	0.7	$4.7M	+114%	28k	165.38	View chart
Cambria Etf Tr Global Value Etf (GVAL)	0.7	$4.7M		130k	36.02	View chart
Vanguard Growth MF Closed and MF Open (VUG)	0.7	$4.7M		54k	86.14	View chart
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV)	0.7	$4.6M	+2%	62k	74.90	View chart
Etf Opportunities Trust Hedgeye Capital (HECA)	0.7	$4.5M	+102%	165k	27.30	View chart
Microsoft Corp Common Stock (MSFT)	0.7	$4.3M		11k	372.95	View chart
Vanguard Scottsdale Fds Vng Rus2000idx (VTWO)	0.7	$4.2M		35k	121.42	View chart
Eli Lilly Common Stock (LLY)	0.7	$4.2M		3.5k	1199.43	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.7	$4.1M		51k	80.57	View chart
Series Portfolios Tr Eldr Aaa Clo Etf (CLOX)	0.6	$4.0M	+6%	155k	25.62	View chart
Ishares Core MF Closed and MF Open (IVV)	0.6	$3.9M		5.2k	747.76	View chart
Vanguard Wellington Us Momentum (VFMO)	0.6	$3.7M	NEW	15k	249.52	View chart
Ishares Msci Emrg Chn (EMXC)	0.6	$3.6M	+302%	36k	102.30	View chart
Ishares Tr U.s. Insrnce Etf (IAK)	0.6	$3.5M	NEW	25k	140.56	View chart
Novo-nordisk A S Adr (NVO)	0.6	$3.5M	+145%	73k	47.94	View chart
Pacer Fds Tr Pacer Cash Cowz (QQWZ)	0.6	$3.5M	NEW	118k	29.41	View chart
Ishares Tips MF Closed and MF Open (TIP)	0.6	$3.4M	+87%	32k	109.44	View chart
Vanguard Long MF Closed and MF Open (VCLT)	0.5	$3.3M	+16317%	44k	75.25	View chart
Exxon Mobil Corp (XOM)	0.5	$3.3M	NEW	24k	136.72	View chart
Ishares Msci MF Closed and MF Open (USMV)	0.5	$3.2M	+131%	34k	96.46	View chart
Roundhill Etf Trust Memory Etf	0.5	$3.2M	NEW	44k	73.85	View chart
Meta Platforms Common Stock (META)	0.5	$3.2M	-7%	5.6k	563.29	View chart
Vanguard Total MF Closed and MF Open (VTI)	0.5	$3.1M	+7%	8.5k	370.04	View chart
Unitedhealth Group Common Stock (UNH)	0.5	$3.1M	-4%	7.5k	415.60	View chart
Ishares Tr Expanded Tech (IGV)	0.5	$3.1M	+338%	34k	90.60	View chart
Visa Common Stock (V)	0.5	$3.0M	-3%	8.9k	343.09	View chart
Realty Income Common Stock (O)	0.5	$3.0M	+538%	49k	61.96	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.4	$2.8M	-10%	9.3k	300.44	View chart
Costco Wholesale Common Stock (COST)	0.4	$2.8M	-2%	3.0k	935.48	View chart
Pacer Fds Tr Us Cash Cows 100 (COWZ)	0.4	$2.8M	-8%	44k	62.20	View chart
Intl Business Common Stock (IBM)	0.4	$2.7M	-3%	9.5k	281.24	View chart
Cloudflare Common Stock (NET)	0.4	$2.6M		11k	245.28	View chart
State Street MF Closed and MF Open (XLP)	0.4	$2.5M	+574%	30k	83.33	View chart
Hims & Hers Health Com Cl A (HIMS)	0.4	$2.5M	+59%	72k	34.67	View chart
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)	0.4	$2.5M		27k	90.10	View chart
Wisdomtree Tr Floatng Rat Trea (USFR)	0.4	$2.4M	-27%	48k	50.35	View chart
Ishares Silver Common Stock (SLV)	0.4	$2.4M	-47%	45k	53.47	View chart
American Centy Etf Tr Us Large Cap Vlu (AVLV)	0.4	$2.4M	+6%	27k	91.21	View chart
Vaneck Etf Trust Gold Miners Etf (GDX)	0.4	$2.4M		31k	75.45	View chart
Ishares Msci MF Closed and MF Open (EWY)	0.4	$2.4M	-44%	12k	201.88	View chart
Tesla Common Stock (TSLA)	0.4	$2.4M		5.6k	420.60	View chart
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)	0.3	$2.1M	-7%	35k	61.23	View chart
Altria Group Common Stock (MO)	0.3	$2.1M		29k	71.96	View chart
Baron Etf Tr First Princ Etf (RONB)	0.3	$2.0M	-24%	84k	24.40	View chart
Entrepreneurshares Series Tr Ersh Pri Pub Etf (XOVR)	0.3	$2.0M	NEW	96k	21.05	View chart
Marvell Technology (MRVL)	0.3	$2.0M	+115%	6.7k	297.89	View chart
Lam Research Common Stock (LRCX)	0.3	$2.0M		4.6k	433.33	View chart
Home Depot Common Stock (HD)	0.3	$2.0M		5.6k	352.75	View chart
Ishares Msci MF Closed and MF Open (EEM)	0.3	$2.0M	-2%	29k	68.44	View chart
Sofi Technologies (SOFI)	0.3	$2.0M	+44%	109k	17.93	View chart
Global X Fds Lithium Btry Etf (LIT)	0.3	$2.0M	+5%	25k	78.28	View chart
Outfront Media Com New (OUT)	0.3	$1.9M		59k	32.76	View chart
Kraneshares Trust Public-private A (AGIX)	0.3	$1.9M	NEW	41k	46.89	View chart
Invesco Wilderhill MF Closed and MF Open (PBW)	0.3	$1.9M		48k	39.02	View chart
Vaneck Etf Trust Rare Ear Str Etf (REMX)	0.3	$1.8M	+69%	21k	88.50	View chart
Broadcom Common Stock (AVGO)	0.3	$1.8M		4.8k	377.75	View chart
New York Life Invts Active E Mack Core Bd Etf (CPLB)	0.3	$1.8M	+30%	86k	20.90	View chart
Axon Enterprise (AXON)	0.3	$1.7M	NEW	3.1k	560.61	View chart
American Centy Etf Tr Smal Ca Insi Etf (ACSG)	0.3	$1.7M	+5%	35k	50.20	View chart
Jpmorgan Chase Common Stock (JPM)	0.3	$1.7M	-3%	5.2k	327.52	View chart
Robo Global MF Closed and MF Open (ROBO)	0.3	$1.6M		19k	85.66	View chart
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)	0.3	$1.6M	NEW	15k	103.96	View chart
Western Digital Common Stock (WDC)	0.3	$1.6M		2.5k	638.67	View chart
Spdr Series Trust St Str Sp Telco (XTL)	0.3	$1.6M	-75%	7.0k	227.50	View chart
Global X Fds Rbtcs Artfl Inte (BOTZ)	0.2	$1.5M		41k	37.94	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.2	$1.5M		20k	77.11	View chart
Palantir Technologies Cl A (PLTR)	0.2	$1.5M	-42%	13k	116.67	View chart
Pfizer Common Stock (PFE)	0.2	$1.5M	+1697%	63k	24.08	View chart
Linde Common Stock (LIN)	0.2	$1.5M		2.9k	519.00	View chart
Vaneck Etf Trust Urani Nucle Etf (NLR)	0.2	$1.5M	+60%	13k	115.98	View chart
Astera Labs (ALAB)	0.2	$1.5M	NEW	3.0k	483.02	View chart
First Tr Exchange-traded Nasdq Cln Edge (GRID)	0.2	$1.5M	NEW	7.6k	191.76	View chart
Ross Stores (ROST)	0.2	$1.5M		6.9k	212.85	View chart
Netflix Common Stock (NFLX)	0.2	$1.4M	-40%	20k	71.40	View chart
Sherwin Williams Common Stock (SHW)	0.2	$1.4M		4.1k	344.32	View chart
American Healthcare Common Stock (AHR)	0.2	$1.4M		27k	52.15	View chart
American Centy Etf Tr Avantis Emgmkt (AVEM)	0.2	$1.4M	+5%	15k	96.49	View chart
Neos Etf Trust Nasdaq 100 High (QQQI)	0.2	$1.4M	-3%	24k	56.79	View chart
Ishares P MF Closed and MF Open (PFF)	0.2	$1.4M	-2%	45k	30.49	View chart
Ishares Tr U.s. Tech Etf (IYW)	0.2	$1.4M		5.4k	252.24	View chart
Purecycle Technologies (PCT)	0.2	$1.3M		160k	8.11	View chart
American Centy Etf Tr Multisector (ABND)	0.2	$1.3M	-15%	30k	43.73	View chart
Zeta Global Holdings Corp Cl A (ZETA)	0.2	$1.3M	-21%	65k	19.68	View chart
Ishares Russell MF Closed and MF Open (IWF)	0.2	$1.3M	+300%	10k	124.17	View chart
Vanguard Index Fds Extend Mkt Etf (VXF)	0.2	$1.3M	NEW	5.1k	246.21	View chart
First Tr Exchange-traded SHS (FDL)	0.2	$1.2M	-75%	26k	48.66	View chart
Spdr Series Trust St Str R1k Lowv (LGLV)	0.2	$1.2M		6.8k	181.47	View chart
Invesco Exch Traded Fd Tr Ii Intl Buyback (IPKW)	0.2	$1.2M	+7%	22k	56.33	View chart
Mastercard Common Stock (MA)	0.2	$1.2M	-7%	2.4k	513.60	View chart
State Street MF Closed and MF Open (SPDW)	0.2	$1.2M		24k	50.39	View chart
Oracle Corp Common Stock (ORCL)	0.2	$1.2M		8.1k	146.56	View chart
Advanced Micro Devices (AMD)	0.2	$1.2M	+10%	2.0k	580.98	View chart
Casey's General Stores (CASY)	0.2	$1.1M	-28%	1.4k	794.79	View chart
New York Life Investments Et Ftse Intl Eqty C (HFXI)	0.2	$1.1M	-2%	29k	38.09	View chart
T Rowe Price Exchange-traded Price Div Grwt (TDVG)	0.2	$1.0M	+2%	21k	49.03	View chart
Invesco Exch Traded Fd Tr Ii S&p Intl Momnt (IDMO)	0.2	$1.0M	+6%	17k	60.29	View chart
Invesco Exchange Traded Fd T Aerospace Defn (PPA)	0.2	$1.0M	+7%	5.7k	176.65	View chart
Legg Mason Etf Invt Franklin Intl Lw (LVHI)	0.2	$997k	+4%	25k	40.58	View chart
At&t Common Stock (T)	0.2	$996k	-61%	48k	20.70	View chart
Onto Innovation (ONTO)	0.2	$989k		2.6k	378.45	View chart
Chevron Corp Common Stock (CVX)	0.2	$986k	-10%	6.0k	165.76	View chart
Ul Solutions Class A Com Shs (ULS)	0.2	$982k		9.6k	101.86	View chart
Sweetgreen Com Cl A (SG)	0.2	$977k	NEW	111k	8.81	View chart
Acadia Healthcare (ACHC)	0.2	$960k		33k	29.53	View chart
Franklin Templeton Etf Tr Income Eqt Focus (INCE)	0.2	$960k	-2%	14k	66.63	View chart
Intel Corp Common Stock (INTC)	0.2	$951k		6.8k	139.63	View chart
Invesco Exch Traded Fd Tr Ii Intl Corp Bd (PICB)	0.2	$947k	+6%	41k	23.16	View chart
Ishares Tr Hdg Msci Eafe (HEFA)	0.2	$942k	NEW	20k	46.92	View chart
Invesco Exch Traded Fd Tr Ii Alerian Glxy Cry (SATO)	0.2	$939k	NEW	58k	16.26	View chart
Coreweave Com Cl A (CRWV)	0.1	$926k	+304%	9.3k	99.54	View chart
Ishares Tr Select Divid Etf (DVY)	0.1	$926k	-3%	5.9k	156.31	View chart
State Street MF Closed and MF Open (XLU)	0.1	$920k	-67%	20k	45.33	View chart
First Tr Exchange Traded Multi Asset Di (MDIV)	0.1	$907k	+4%	55k	16.52	View chart
Pacer Fds Tr Nasd In Pate Etf (PATN)	0.1	$902k	NEW	24k	37.17	View chart
Ishares Msci Cda Etf (EWC)	0.1	$894k	+32%	16k	57.64	View chart
J P Morgan Exchange Traded F Active Bond Etf (JBND)	0.1	$883k	-3%	17k	53.50	View chart
Alphabet Common Stock (GOOG)	0.1	$863k	+2%	2.4k	353.33	View chart
Global X Fds Global X Copper (COPX)	0.1	$859k	+189%	11k	76.97	View chart
Pimco Etf Tr Multisector Bd (PYLD)	0.1	$845k		32k	26.52	View chart
Procter & Gamble Common Stock (PG)	0.1	$837k		5.7k	146.63	View chart
Ishares Gold Tr Ishares New (IAU)	0.1	$821k	-48%	11k	75.51	View chart
Exxon Mobil Common Stock	0.1	$810k	-81%	5.9k	136.72	View chart
Verizon Communications Common Stock (VZ)	0.1	$803k		19k	42.34	View chart
Space Exploration Common Stock (SPCX)	0.1	$795k	NEW	4.7k	170.87	View chart
Public Service Common Stock (PEG)	0.1	$789k		9.7k	81.16	View chart
Bank New York Common Stock (BNY)	0.1	$789k		5.5k	144.61	View chart
Ishares Msci MF Closed and MF Open (EWJ)	0.1	$768k	+54820%	8.2k	93.27	View chart
Global X Fds Global X Silver (SIL)	0.1	$752k		9.7k	77.46	View chart
Western Asst High Incm Opprtnty Fnd (HIO)	0.1	$751k	-2%	206k	3.64	View chart
Cava Group Ord (CAVA)	0.1	$746k		9.5k	78.48	View chart
Vanguard Dividend MF Closed and MF Open (VIG)	0.1	$745k	-2%	3.1k	236.62	View chart
Travelers Companies (TRV)	0.1	$727k		2.2k	330.14	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.1	$719k		3.3k	219.41	View chart
Walmart Common Stock (WMT)	0.1	$706k	-62%	6.2k	113.23	View chart
Vanguard High MF Closed and MF Open (VYM)	0.1	$703k	+98%	4.4k	158.03	View chart
Ishares Tr High Yld Corp Bd (HYGW)	0.1	$692k	+4%	24k	29.10	View chart
Quanta Services (PWR)	0.1	$657k	-10%	912.00	720.04	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.1	$645k	-5%	11k	56.48	View chart
Global X Fds Superdividend (SDIV)	0.1	$630k	+19%	26k	24.44	View chart
Merck & Company Common Stock (MRK)	0.1	$606k		4.7k	128.50	View chart
Ishares Tr Iboxx Hi Yd Etf (HYG)	0.1	$597k		7.5k	79.97	View chart
10x Genomics Cl A Com (TXG)	0.1	$595k		16k	38.34	View chart
Rbb Fund Trust Firs Eagl Ov Etf (FEOE)	0.1	$562k	-45%	11k	53.40	View chart
Kraneshares Trust Quadrtc Int Rt (IVOL)	0.1	$543k	-25%	31k	17.29	View chart
Warby Parker Cl A Com (WRBY)	0.1	$541k	-2%	18k	30.34	View chart
Micron Technology (MU)	0.1	$540k	-18%	468.00	1154.29	View chart
Coca Cola Company Common Stock (KO)	0.1	$530k	-12%	6.5k	81.27	View chart
Ast Spacemobile Com Cl A (ASTS)	0.1	$520k	-73%	5.9k	88.86	View chart
Aim Etf Products Trust Allianzim Us Eqt (AIOO)	0.1	$518k	NEW	20k	26.32	View chart
T Rowe Price Exchange-traded Cap Appreciation (TCAF)	0.1	$515k	-28%	13k	41.10	View chart
Deere & Co Common Stock (DE)	0.1	$513k	+4%	808.00	635.28	View chart
Ssga Active Etf Tr St Str Bl Ln Etf (SRLN)	0.1	$502k	+6%	12k	40.29	View chart
Grayscale Coindesk Crypto Usd Shs (GDLC)	0.1	$495k	-16%	19k	26.39	View chart
Spdr Series Trust St Str P500val (SPYV)	0.1	$493k	+6%	8.1k	60.79	View chart
Schwab Strategic Tr 1 5yr Corp Bd (SCHJ)	0.1	$485k	-6%	20k	24.66	View chart
Dbx Etf Tr Xtra Se Sele Etf (CHPS)	0.1	$482k	-3%	4.6k	104.03	View chart
Vanguard World Mega Grwth Ind (MGK)	0.1	$477k	-6%	5.4k	87.91	View chart
Palo Alto Networks (PANW)	0.1	$470k	-31%	1.4k	341.02	View chart
Pimco Etf Tr Mtg Bkd Secs Act (PMBS)	0.1	$459k		9.3k	49.38	View chart
Berkshire Hathaway Common Stock (BRK.B)	0.1	$458k	-39%	915.00	500.40	View chart
Wec Energy Common Stock (WEC)	0.1	$446k	-79%	3.8k	116.77	View chart
New York Life Invts Active E Mackay Mun Inter (MMIT)	0.1	$437k	-38%	18k	24.35	View chart
Caterpillar Common Stock (CAT)	0.1	$411k	-2%	386.00	1065.87	View chart
Vanguard S&p MF Closed and MF Open (VOO)	0.1	$405k		590.00	686.81	View chart
Ishares Tr Us Trsprtion (IYT)	0.1	$400k	-3%	4.6k	86.75	View chart
Welltower Common Stock (WELL)	0.1	$397k	-4%	1.7k	226.98	View chart
Ishares Tr 3 7 Yr Treas Bd (IEI)	0.1	$385k	-3%	3.3k	117.45	View chart
Tko Group Holdings Cl A (TKO)	0.1	$374k		1.9k	201.36	View chart
New Jersey Common Stock (NJR)	0.1	$361k		6.4k	56.03	View chart
First Tr Exchange Traded Smid Risng Etf (SDVY)	0.1	$355k	-2%	8.2k	43.14	View chart
FirstEnergy (FE)	0.1	$353k	-5%	7.4k	47.54	View chart
Philip Morris Common Stock (PM)	0.1	$351k	+6%	1.9k	180.91	View chart
Simplify Exchange Traded Fun Health Care Etf (PINK)	0.1	$339k		8.7k	39.15	View chart
Mp Materials Corp Com Cl A (MP)	0.1	$338k		6.0k	56.01	View chart
Royal Caribbean Common Stock (RCL)	0.1	$333k		1.1k	317.53	View chart
State Street MF Closed and MF Open (XLY)	0.1	$333k	+3%	2.9k	116.67	View chart
First Tr Exchange Traded Nasdaq Transn (FTXR)	0.1	$329k	-4%	7.2k	45.57	View chart
State Street MF Closed and MF Open (XLI)	0.1	$327k	-51%	1.8k	185.55	View chart
Listed Fds Tr Roun Ma Seve Etf (MAGS)	0.1	$320k		5.0k	64.30	View chart
Cameco Corporation (CCJ)	0.1	$318k	+6%	3.1k	101.86	View chart
HEICO Corporation (HEI)	0.1	$317k		889.00	356.11	View chart
National Presto Industries (NPK)	0.1	$316k		2.5k	124.99	View chart
Select Sector Spdr Tr St Str Energ Etf (XLE)	0.0	$305k	-81%	5.7k	53.11	View chart
Janus Detroit Str Tr B-bbb Clo Etf (JBBB)	0.0	$303k	-12%	6.4k	47.35	View chart
Morgan Stanley Com New (MS)	0.0	$300k		1.4k	209.04	View chart
Goldman Sachs (GS)	0.0	$299k		296.00	1009.86	View chart
Colgate-palmolive Common Stock (CL)	0.0	$295k		3.2k	91.67	View chart
British Amern Common Stock (BTI)	0.0	$293k	+51888%	4.7k	62.56	View chart
Automatic Data Common Stock (ADP)	0.0	$288k		1.3k	223.95	View chart
Eversource Energy (ES)	0.0	$281k		3.9k	72.27	View chart
Bigbear Ai Hldgs (BBAI)	0.0	$281k	+3%	77k	3.67	View chart
Ea Series Trust Us Quan Momentum (QMOM)	0.0	$279k	-4%	3.5k	78.73	View chart
Ishares Tr Trust Ishare 0-1 (SHV)	0.0	$277k	-35%	2.5k	110.35	View chart
American Water Common Stock (AWK)	0.0	$277k	-2%	2.1k	131.57	View chart
Darling International (DAR)	0.0	$276k		5.1k	54.62	View chart
Core Scientific (CORZ)	0.0	$272k	+3%	11k	25.59	View chart
Vaneck Etf Trust Semiconductr Etf (SMH)	0.0	$271k	-93%	414.00	655.22	View chart
Axsome Therapeutics (AXSM)	0.0	$271k		1.1k	244.77	View chart
Schwab Us MF Closed and MF Open (SCHD)	0.0	$269k	-8%	8.5k	31.71	View chart
United Parcel Common Stock (UPS)	0.0	$266k		2.5k	107.50	View chart
Becton Dickinson Common Stock (BDX)	0.0	$261k		1.7k	151.29	View chart
Generac Holdings (GNRC)	0.0	$258k		882.00	292.81	View chart
Jpmorgan MF Closed and MF Open (JPST)	0.0	$256k	-29%	5.1k	50.50	View chart
Invesco Actively Managed Exc Aaa Clo Fltng Rt (ICLO)	0.0	$253k	NEW	9.9k	25.58	View chart
Schwab Strategic Tr 1000 Index Etf (SCHK)	0.0	$253k		7.0k	36.06	View chart
Vanguard Wellington Short Trm Tax Ex (VTES)	0.0	$242k		2.4k	101.31	View chart
Barrick Mng Corp Com Shs (B)	0.0	$241k	-11%	6.5k	36.73	View chart
Carrier Global Common Stock (CARR)	0.0	$241k	+4213%	3.3k	73.36	View chart
J P Morgan Exchange Traded F Jpmorgam Ltd Dur (JPLD)	0.0	$240k	NEW	4.6k	52.19	View chart
Ea Series Trust Strive Us Semico (SHOC)	0.0	$239k	NEW	2.0k	121.99	View chart
T1 Energy Com New (TE)	0.0	$239k		25k	9.48	View chart
Ishares Msci Mexico Etf (EWW)	0.0	$236k		3.1k	75.27	View chart
Primoris Services (PRIM)	0.0	$235k	NEW	2.4k	99.12	View chart
Roku Com Cl A (ROKU)	0.0	$234k	NEW	1.7k	138.14	View chart
Ishares 1-3yr MF Closed and MF Open (SHY)	0.0	$233k	-5%	2.8k	82.11	View chart
Ishares Ethereum Tr SHS (ETHA)	0.0	$229k	-27%	19k	11.89	View chart

Past Filings by Fortis Group Advisors

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

Fortis Group Advisors 2026 Q2 filed July 24, 2026
Fortis Group Advisors 2026 Q1 filed May 8, 2026
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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