Javascript is disabled or is not supported by your browser. Please upgrade your browser or enable Javascript to navigate the interface properly.

Fortis Group Advisors

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

Top 5 stock holdings are BIL, VUG, QQQ, GLD, SPY, and represent 18.66% of Fortis Group Advisors's stock portfolio.
Added to shares of these 10 stocks: VUG (+$20M), BIL (+$9.0M), PDBC (+$7.2M), RSP (+$6.7M), XTL (+$6.5M), ALLW (+$5.2M), IWN, VTWO, EWH, FDL.
Started 57 new stock positions in DAR, CLM, PPLT, SCHM, RONB, MRVL, AQWA, BX, ROST, ADBE.
Reduced shares in these 10 stocks: IWO (-$7.7M), SPMO (-$5.1M), SPYM, JBBB, MAGS, SPYI, QQQM, IAU, EXPD, PALL.
Sold out of its positions in PALL, RVER, WMS, QGRO, AMGN, BTA, EAT, Brookfield Business-cl A, CAH, CELH.
Fortis Group Advisors was a net buyer of stock by $17M.
Fortis Group Advisors has $608M in assets under management (AUM), dropping by 1.89%.
Central Index Key (CIK): 0001815183

Tip: Access up to 7 years of quarterly data

Positions held by Fortis Group Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csv

Download as Excel

Portfolio Holdings for Fortis Group Advisors

Fortis Group Advisors holds 582 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Fortis Group Advisors has 582 total positions. Only the first 250 positions are shown.

Sign up to view all of the Fortis Group Advisors March 31, 2026 positions
Download the Fortis Group Advisors March 2026 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Spdr Series Trust State Street Spd (BIL)	5.7	$35M	+35%	378k	91.64	View chart
Vanguard Growth MF Closed and MF Open (VUG)	3.9	$24M	+464%	54k	436.78	View chart
Invesco Qqq MF Closed and MF Open (QQQ)	3.8	$23M	-9%	40k	577.18	View chart
Spdr Gold Common Stock (GLD)	2.8	$17M	+8%	39k	430.29	View chart
State Street MF Closed and MF Open (SPY)	2.5	$15M	+8%	23k	650.34	View chart
Invesco S&p MF Closed and MF Open (RSP)	2.5	$15M	+79%	78k	191.94	View chart
Apple Common Stock (AAPL)	2.2	$14M	-6%	54k	253.79	View chart
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO)	2.1	$13M	-28%	96k	133.79	View chart
Spdr Series Trust State Street Spd (SPYG)	1.8	$11M	-13%	95k	112.39	View chart
Alphabet Cap Stk Cl A (GOOGL)	1.7	$10M	-13%	26k	384.80	View chart
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)	1.7	$10M	-27%	37k	274.90	View chart
Alerian M MF Closed and MF Open (AMLP)	1.6	$9.7M	+28%	184k	52.64	View chart
Ishares Tr Rus 2000 Val Etf (IWN)	1.3	$8.1M	+124%	39k	207.75	View chart
Amazon Common Stock (AMZN)	1.3	$7.8M		38k	208.27	View chart
Invesco Actvely Mngd Etc Optimum Yield (PDBC)	1.3	$7.8M	+1226%	420k	18.53	View chart
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)	1.3	$7.7M	+27%	153k	50.52	View chart
State Street MF Closed and MF Open (SPYM)	1.2	$7.0M	-41%	91k	76.54	View chart
Invesco Exch Traded Fd Tr Ii S&p500 Hdl Vol (SPHD)	1.1	$6.5M		128k	50.41	View chart
Spdr Series Trust State Street Spd (XTL)	1.1	$6.5M	NEW	29k	225.61	View chart
Spdr Series Trust State Street Spd (BILS)	1.0	$6.3M	-4%	63k	99.43	View chart
Ishares Russell MF Closed and MF Open (IWO)	1.0	$6.0M	-56%	19k	313.80	View chart
Ishares Silver Common Stock (SLV)	1.0	$5.9M	-20%	87k	68.14	View chart
RBB F/m Us Treasury (TBIL)	1.0	$5.9M	+114%	119k	49.85	View chart
Invesco Exch Traded Fd Tr Ii S&p 500 Hb Etf (SPHB)	1.0	$5.9M	+25%	44k	134.56	View chart
Ishares Tr 0-3 Mnth Treasry (SGOV)	0.9	$5.5M	+17%	55k	100.67	View chart
Exxon Mobil Common Stock (XOM)	0.9	$5.5M	-3%	32k	169.66	View chart
First Tr Exchange-traded SHS (FDL)	0.9	$5.4M	+159%	106k	50.68	View chart
Ssga Active Tr Sst Bridgewater (ALLW)	0.8	$5.2M	NEW	172k	29.94	View chart
Nvidia Corp Common Stock (NVDA)	0.8	$5.1M		29k	174.40	View chart
Goldman Sachs Physical Gold Unit (AAAU)	0.8	$4.7M		104k	45.50	View chart
Ishares Tr Msci Usa Mmentm (MTUM)	0.8	$4.6M	+5%	16k	283.98	View chart
Cambria Etf Tr Global Value Etf (GVAL)	0.7	$4.6M		129k	35.25	View chart
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV)	0.7	$4.5M	+10%	61k	74.49	View chart
State Street MF Closed and MF Open (DIA)	0.7	$4.3M	-11%	9.2k	463.19	View chart
Microsoft Corp Common Stock (MSFT)	0.7	$4.3M	+2%	12k	370.27	View chart
Vanguard Scottsdale Fds Vng Rus2000idx (VTWO)	0.6	$3.9M	NEW	35k	112.34	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.6	$3.9M	+502%	50k	77.31	View chart
Series Portfolios Tr Eldridge Aaa Clo (CLOX)	0.6	$3.7M	+164%	145k	25.64	View chart
Select Sector Spdr Tr State Street Rea (XLRE)	0.6	$3.7M		82k	44.40	View chart
At&t Common Stock (T)	0.6	$3.6M	+82%	125k	28.99	View chart
Ishares 20 MF Closed and MF Open (TLT)	0.6	$3.5M		41k	86.60	View chart
Ishares Msci Hong Kg Etf (EWH)	0.6	$3.5M	NEW	149k	23.72	View chart
Meta Platforms Common Stock (META)	0.6	$3.5M	-11%	6.0k	572.13	View chart
Ishares Core MF Closed and MF Open (IVV)	0.6	$3.4M	-29%	5.2k	651.67	View chart
Wisdomtree Tr Floatng Rat Trea (USFR)	0.6	$3.3M	+33%	67k	50.35	View chart
Vanguard Total MF Closed and MF Open (VT)	0.5	$3.3M	+127%	24k	138.32	View chart
Vaneck Etf Trust Semiconductr Etf (SMH)	0.5	$3.3M	+167%	6.4k	506.69	View chart
Ishares Tr Copper & Metals (ICOP)	0.5	$3.3M	NEW	65k	49.79	View chart
Eli Lilly Common Stock (LLY)	0.5	$3.2M		3.5k	919.77	View chart
Netflix Common Stock (NFLX)	0.5	$3.2M	+109%	34k	96.15	View chart
Palantir Technologies Cl A (PLTR)	0.5	$3.2M	-2%	23k	139.11	View chart
Pacer Fds Tr Us Cash Cows 100 (COWZ)	0.5	$3.1M	NEW	48k	63.51	View chart
Costco Wholesale Common Stock (COST)	0.5	$3.0M	-16%	3.0k	996.43	View chart
UnitedHealth (UNH)	0.5	$2.9M	-24%	7.9k	370.50	View chart
State Street MF Closed and MF Open (XLU)	0.5	$2.9M	+2816%	63k	45.88	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.5	$2.9M	-40%	10k	277.98	View chart
Visa Common Stock (V)	0.5	$2.8M		9.2k	302.24	View chart
Vaneck Etf Trust Gold Miners Etf (GDX)	0.5	$2.8M	-29%	31k	88.29	View chart
Select Sector Spdr Tr State Street Com (XLC)	0.5	$2.7M		24k	116.51	View chart
J P Morgan Exchange Traded F Active Value Etf (JAVA)	0.4	$2.7M	-18%	35k	76.31	View chart
Ishares Msci MF Closed and MF Open (EWY)	0.4	$2.6M	+63%	21k	123.00	View chart
Baron Etf Tr First Principles (RONB)	0.4	$2.6M	NEW	111k	23.20	View chart
Vanguard Total MF Closed and MF Open (VTI)	0.4	$2.5M	+2087%	7.9k	320.81	View chart
Alibaba Group Common Stock (BABA)	0.4	$2.5M	+114%	20k	125.44	View chart
Invesco Exchange Traded Fd T Buyback Achiev (PKW)	0.4	$2.5M	-8%	18k	138.80	View chart
Intl Business Common Stock (IBM)	0.4	$2.4M	+12%	9.9k	242.38	View chart
State Street MF Closed and MF Open (XLF)	0.4	$2.3M	+32571%	47k	49.26	View chart
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)	0.4	$2.3M	-48%	38k	60.90	View chart
Etf Opportunities Trust Hedgeye Capital (HECA)	0.4	$2.3M	NEW	81k	27.73	View chart
Cloudflare Common Stock (NET)	0.4	$2.2M	-4%	11k	206.34	View chart
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)	0.4	$2.2M	-33%	27k	81.08	View chart
Adobe Systems Incorporated (ADBE)	0.4	$2.2M	NEW	8.9k	246.10	View chart
Wal-Mart Stores (WMT)	0.4	$2.2M		17k	131.93	View chart
Wec Energy Common Stock (WEC)	0.4	$2.2M	+392%	19k	115.77	View chart
American Centy Etf Tr Us Large Cap Vlu (AVLV)	0.4	$2.2M	+22%	25k	86.57	View chart
Tesla Common Stock (TSLA)	0.3	$2.1M		5.6k	371.75	View chart
Global X Fds Lithium Btry Etf (LIT)	0.3	$2.1M	+257%	24k	88.24	View chart
Vaneck Etf Trust Oil Services Etf (OIH)	0.3	$2.0M	NEW	4.5k	448.24	View chart
Broadcom (AVGO)	0.3	$2.0M	-17%	4.7k	417.46	View chart
Altria Group Common Stock (MO)	0.3	$1.9M		29k	65.99	View chart
Proshares Tr K-1 Free Crd Oil (OILK)	0.3	$1.9M	-33%	32k	59.09	View chart
Abrdn Platinum Etf Trust Physcl Platm Shs (PPLT)	0.3	$1.9M	NEW	11k	179.80	View chart
Select Sector Spdr Tr State Street Ene (XLE)	0.3	$1.9M	+9%	32k	59.65	View chart
Lyondellbasell Industrie Common Stock (LYB)	0.3	$1.9M	+89492%	23k	80.58	View chart
Ishares Tips MF Closed and MF Open (TIP)	0.3	$1.9M	+124%	17k	110.36	View chart
Home Depot (HD)	0.3	$1.8M		5.6k	328.80	View chart
Ishares Gold Tr Ishares New (IAU)	0.3	$1.8M	-66%	21k	86.85	View chart
Outfront Media Com New (OUT)	0.3	$1.8M	NEW	59k	30.85	View chart
Procure Etf Trust Ii Space Etf (UFO)	0.3	$1.8M	NEW	35k	51.65	View chart
Etf Ser Solutions Defiance Quantum (QTUM)	0.3	$1.8M		13k	134.03	View chart
Global X Fds Msci Norway Etf (NORW)	0.3	$1.8M	NEW	46k	38.57	View chart
Jd.com Spon Ads Cl A (JD)	0.3	$1.7M	+541%	57k	30.32	View chart
Ishares Msci MF Closed and MF Open (EEM)	0.3	$1.7M	+204%	29k	56.81	View chart
Ast Spacemobile Com Cl A (ASTS)	0.3	$1.7M	NEW	23k	73.90	View chart
State Street MF Closed and MF Open (XLV)	0.3	$1.7M	-13%	11k	146.61	View chart
Waste Management Common Stock (WM)	0.3	$1.6M	+8032%	7.2k	229.80	View chart
Casey's General Stores (CASY)	0.3	$1.6M	NEW	2.0k	822.15	View chart
Five Below Common Stock (FIVE)	0.3	$1.6M	-23%	7.0k	228.48	View chart
Ross Stores (ROST)	0.3	$1.6M	NEW	7.0k	227.79	View chart
Jpmorgan Chase Common Stock (JPM)	0.3	$1.6M	-28%	5.4k	294.30	View chart
Vanguard World Consum Dis Etf (VCR)	0.3	$1.6M	NEW	4.0k	393.58	View chart
Global X Fds Rbtcs Artfl Inte (BOTZ)	0.3	$1.6M	+2%	40k	38.45	View chart
Zeta Global Holdings Corp Cl A (ZETA)	0.3	$1.5M	-5%	83k	18.42	View chart
American Centy Etf Tr Multisector (MUSI)	0.2	$1.5M	+5%	35k	43.82	View chart
Invesco Wilderhill MF Closed and MF Open (PBW)	0.2	$1.5M	+35144%	47k	31.58	View chart
American Centy Etf Tr Small Cap Growth (ACSG)	0.2	$1.5M	NEW	33k	44.71	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.2	$1.5M	-16%	20k	72.77	View chart
Linde SHS (LIN)	0.2	$1.4M		2.9k	501.14	View chart
Fedex Corp Common Stock (FDX)	0.2	$1.4M	-35%	4.0k	356.18	View chart
Ishares P MF Closed and MF Open (PFF)	0.2	$1.4M		46k	30.32	View chart
New York Life Invts Active E Nyli Mackay Core (CPLB)	0.2	$1.4M	-15%	66k	20.96	View chart
Chevron Corp Common Stock (CVX)	0.2	$1.4M	+2%	6.7k	206.90	View chart
Neos Etf Trust Nasdaq 100 High (QQQI)	0.2	$1.4M		25k	54.15	View chart
Ishares Msci MF Closed and MF Open (USMV)	0.2	$1.3M	-3%	15k	92.74	View chart
Sherwin Williams Common Stock (SHW)	0.2	$1.3M		4.1k	320.55	View chart
Vaneck Etf Trust Rare Earth And S (REMX)	0.2	$1.3M	-36%	12k	105.43	View chart
American Healthcare Common Stock (AHR)	0.2	$1.3M		27k	47.16	View chart
Mastercard Common Stock (MA)	0.2	$1.3M	-2%	2.6k	499.50	View chart
Robo Global MF Closed and MF Open (ROBO)	0.2	$1.3M		19k	68.43	View chart
American Centy Etf Tr Avantis Emgmkt (AVEM)	0.2	$1.3M		14k	90.36	View chart
Novo-nordisk A S Adr (NVO)	0.2	$1.3M	-60%	30k	42.22	View chart
Spdr Series Trust State Street Spd (LGLV)	0.2	$1.2M		6.8k	181.66	View chart
Hims & Hers Health Com Cl A (HIMS)	0.2	$1.2M	+46%	45k	27.17	View chart
Sofi Technologies (SOFI)	0.2	$1.2M		75k	16.10	View chart
Invesco Exch Traded Fd Tr Ii Intl Buyback (IPKW)	0.2	$1.2M	+4%	21k	58.73	View chart
Purecycle Technologies (PCT)	0.2	$1.2M	-32%	161k	7.48	View chart
Ishares Tr U.s. Tech Etf (IYW)	0.2	$1.2M		5.4k	218.10	View chart
Oracle Corp Common Stock (ORCL)	0.2	$1.2M	+7292%	8.0k	147.11	View chart
Vaneck Etf Trust Uranium And Nucl (NLR)	0.2	$1.2M	-44%	8.0k	145.97	View chart
Ishares Russell MF Closed and MF Open (IWF)	0.2	$1.1M		2.6k	426.40	View chart
State Street MF Closed and MF Open (SPDW)	0.2	$1.1M	-2%	24k	45.65	View chart
New York Life Investments Et Nyli Ftse Intern (HFXI)	0.2	$1.1M		29k	35.84	View chart
Tapestry (TPR)	0.2	$1.0M	-43%	7.0k	145.04	View chart
Rush Street Interactive (RSI)	0.2	$1.0M	NEW	36k	28.10	View chart
Rbb Fund Trust First Eagle Over (FEOE)	0.2	$1.0M	+18%	19k	52.71	View chart
Ishares Tr Latn Amer 40 Etf (ILF)	0.2	$1.0M	-55%	28k	36.44	View chart
Franklin Templeton Etf Tr Income Eqt Focus (INCE)	0.2	$984k	-4%	15k	66.83	View chart
Lam Research Common Stock (LRCX)	0.2	$978k	-70%	4.6k	213.66	View chart
Legg Mason Etf Invt Franklin Intl Lw (LVHI)	0.2	$964k		24k	40.97	View chart
T Rowe Price Etf Price Div Grwt (TDVG)	0.2	$960k	-2%	20k	47.26	View chart
Verizon Communications Common Stock (VZ)	0.2	$954k	+6%	19k	50.20	View chart
Ishares Tr Select Divid Etf (DVY)	0.2	$952k	-4%	6.1k	155.46	View chart
Invesco Exch Traded Fd Tr Ii S&p Intl Momnt (IDMO)	0.2	$931k	-2%	16k	59.40	View chart
J P Morgan Exchange Traded F Active Bond Etf (JBND)	0.2	$917k	+175%	17k	53.62	View chart
Invesco Exch Traded Fd Tr Ii Intl Corp Bd (PICB)	0.1	$903k	+3%	38k	23.57	View chart
Invesco Exchange Traded Fd T Aerospace Defn (PPA)	0.1	$888k	NEW	5.3k	167.45	View chart
First Tr Exchange Traded Multi Asset Di (MDIV)	0.1	$881k		53k	16.70	View chart
Robinhood Mkts Com Cl A (HOOD)	0.1	$877k	+375%	12k	72.89	View chart
Cava Group Ord (CAVA)	0.1	$875k	NEW	9.4k	93.41	View chart
Global X Fds Global X Silver (SIL)	0.1	$864k	-11%	9.8k	88.58	View chart
Ul Solutions Class A Com Shs (ULS)	0.1	$863k	NEW	9.5k	90.49	View chart
Pimco Etf Tr Multisector Bd (PYLD)	0.1	$843k	-12%	32k	26.45	View chart
Acadia Healthcare (ACHC)	0.1	$834k	NEW	32k	25.89	View chart
Invesco Galaxy Bitcoin Etf Com Shs Ben Int (BTCO)	0.1	$833k	-29%	11k	76.05	View chart
Procter & Gamble Common Stock (PG)	0.1	$827k		5.7k	144.44	View chart
Ishares Msci Emrg Chn (EMXC)	0.1	$807k	NEW	8.9k	91.05	View chart
Public Service Common Stock (PEG)	0.1	$787k		9.7k	80.95	View chart
Onto Innovation (ONTO)	0.1	$778k	-3%	2.6k	295.06	View chart
Western Asst High Incm Opprtnty Fnd (HIO)	0.1	$777k		211k	3.69	View chart
Kraneshares Trust Quadrtc Int Rt (IVOL)	0.1	$775k	-16%	42k	18.35	View chart
Grayscale Coindesk Crypto Usd Shs (GDLC)	0.1	$768k	NEW	22k	34.41	View chart
Quanta Services (PWR)	0.1	$745k		1.0k	727.77	View chart
Berkshire Hathaway Common Stock (BRK.B)	0.1	$722k	+2%	1.5k	479.20	View chart
New York Life Invts Active E Nyli Mackay Mun (MMIT)	0.1	$703k	+2%	29k	24.27	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.1	$696k	-4%	12k	57.59	View chart
Vanguard Dividend MF Closed and MF Open (VIG)	0.1	$695k	-43%	3.2k	215.06	View chart
T Rowe Price Etf Cap Appreciation (TCAF)	0.1	$690k	-75%	18k	39.28	View chart
Ishares Msci Cda Etf (EWC)	0.1	$685k	-24%	12k	58.60	View chart
Alphabet Common Stock (GOOG)	0.1	$684k		2.4k	286.87	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.1	$674k	-4%	3.3k	207.26	View chart
Western Digital Common Stock (WDC)	0.1	$673k	-76%	2.5k	270.33	View chart
Travelers Companies (TRV)	0.1	$670k	+4%	2.2k	305.17	View chart
Ishares Tr High Yld Corp Bd (HYGW)	0.1	$663k		23k	29.25	View chart
Ishares Tr Expanded Tech (IGV)	0.1	$651k	-2%	7.8k	83.91	View chart
Bank New York Common Stock (BK)	0.1	$647k		5.5k	118.63	View chart
Advanced Micro Devices (AMD)	0.1	$647k		1.8k	354.54	View chart
Ishares Tr Iboxx Hi Yd Etf (HYG)	0.1	$606k	-7%	7.5k	80.38	View chart
State Street MF Closed and MF Open (XLI)	0.1	$591k	+10%	3.6k	162.00	View chart
Merck & Company Common Stock (MRK)	0.1	$567k		4.7k	120.28	View chart
Coca Cola Company Common Stock (KO)	0.1	$565k	-2%	7.4k	76.05	View chart
Global X Fds Superdividend (SDIV)	0.1	$563k		22k	26.11	View chart
Schwab Strategic Tr 1 5yr Corp Bd (SCHJ)	0.1	$519k		21k	24.75	View chart
Marvell Technology (MRVL)	0.1	$514k	NEW	3.1k	165.15	View chart
Johnson & Johnson Common Stock (JNJ)	0.1	$506k	-78%	2.1k	244.36	View chart
Vanguard World Mega Grwth Ind (MGK)	0.1	$487k	+160%	5.8k	84.00	View chart
Ssga Active Etf Tr State Street Bla (SRLN)	0.1	$473k		12k	40.60	View chart
Realty Income Common Stock (O)	0.1	$469k	-2%	7.7k	61.18	View chart
Pimco Etf Tr Mtg Bkd Secs Act (PMBS)	0.1	$461k	-13%	9.3k	49.58	View chart
Spdr Series Trust State Street Spd (SPYV)	0.1	$458k	-32%	7.7k	59.88	View chart
Ishares Ethereum Tr SHS (ETHA)	0.1	$451k	+87%	26k	17.08	View chart
Dnp Select MF Closed and MF Open (DNP)	0.1	$448k	-26%	44k	10.30	View chart
Deere & Co Common Stock (DE)	0.1	$437k	+25%	776.00	563.30	View chart
Global X Fds Global X Uranium (URA)	0.1	$431k	+3%	7.6k	56.42	View chart
Ishares Tr Trust Ishare 0-1 (SHV)	0.1	$431k	-52%	3.9k	110.39	View chart
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT)	0.1	$412k	+11%	9.5k	43.32	View chart
Warby Parker Cl A Com (WRBY)	0.1	$406k	-61%	18k	22.12	View chart
Sphere Entertainment Cl A (SPHR)	0.1	$405k	NEW	2.8k	142.45	View chart
Mp Materials Corp Com Cl A (MP)	0.1	$404k	+2%	6.1k	66.04	View chart
Ishares Tr 3 7 Yr Treas Bd (IEI)	0.1	$403k	-24%	3.4k	118.22	View chart
Servicenow (NOW)	0.1	$389k	NEW	4.4k	88.31	View chart
Ishares Tr Us Trsprtion (IYT)	0.1	$388k		4.8k	81.27	View chart
Vertiv Holdings Com Cl A (VRT)	0.1	$382k	+3%	1.2k	328.49	View chart
FirstEnergy (FE)	0.1	$374k	-3%	7.9k	47.52	View chart
State Street MF Closed and MF Open (XLP)	0.1	$366k	-57%	4.5k	82.27	View chart
Jpmorgan MF Closed and MF Open (JPST)	0.1	$363k	+179575%	7.2k	50.50	View chart
Cameco Corporation (CCJ)	0.1	$362k		2.9k	123.04	View chart
New Jersey Resources Corporation (NJR)	0.1	$361k		6.4k	56.31	View chart
Welltower Common Stock (WELL)	0.1	$361k	+4%	1.8k	197.72	View chart
Palo Alto Networks (PANW)	0.1	$358k		2.0k	179.32	View chart
First Tr Exchange Traded Smid Risng Etf (SDVY)	0.1	$358k		8.4k	42.34	View chart
National Presto Industries (NPK)	0.1	$354k		2.5k	139.84	View chart
Dbx Etf Tr Xtrackers Semico (CHPS)	0.1	$353k	-5%	4.8k	73.45	View chart
Vanguard S&p MF Closed and MF Open (VOO)	0.1	$353k	-71%	590.00	597.55	View chart
Tko Group Holdings Cl A (TKO)	0.1	$350k		1.9k	186.06	View chart
10x Genomics Cl A Com (TXG)	0.1	$348k	-80%	16k	22.05	View chart
Janus Detroit Str Tr B-bbb Clo Etf (JBBB)	0.1	$345k	-91%	7.3k	47.37	View chart
American Centy Etf Tr Diversifid Crp (KORP)	0.1	$340k		7.3k	46.77	View chart
Lemonade (LMND)	0.1	$336k	-51%	5.9k	56.64	View chart
Listed Fds Tr Roundhill Magnif (MAGS)	0.1	$333k	-92%	5.0k	66.24	View chart
Align Technology (ALGN)	0.1	$333k	NEW	1.9k	176.01	View chart
Vanguard High MF Closed and MF Open (VYM)	0.1	$332k		2.2k	148.10	View chart
Global X Fds Clean Wtr Etf (AQWA)	0.1	$331k	NEW	17k	19.50	View chart
Darling International (DAR)	0.1	$329k	NEW	5.1k	64.23	View chart
Caesars Entertainment (CZR)	0.1	$319k	NEW	12k	27.80	View chart
First Tr Exchange Traded Nasdaq Transn (FTXR)	0.1	$313k	-2%	7.6k	41.43	View chart
Global X Fds Global X Copper (COPX)	0.1	$307k	-80%	3.9k	79.60	View chart
Intel Corp Common Stock (INTC)	0.1	$306k	-2%	6.9k	44.13	View chart
Simplify Exchange Traded Fun Health Care Etf (PINK)	0.1	$305k		8.7k	34.88	View chart
Philip Morris Common Stock (PM)	0.0	$301k		1.8k	165.34	View chart
State Street MF Closed and MF Open (XLY)	0.0	$298k	+2760%	2.7k	108.42	View chart
Bigbear Ai Hldgs (BBAI)	0.0	$296k	+288%	74k	3.98	View chart
Micron Technology (MU)	0.0	$295k	NEW	571.00	517.16	View chart
Invesco Exchange Traded Fd T Global Drgn Cn (PGJ)	0.0	$295k	NEW	11k	26.68	View chart
American Water Common Stock (AWK)	0.0	$293k		2.2k	136.09	View chart
Barrick Mng Corp Com Shs (B)	0.0	$290k	-9%	7.4k	39.34	View chart
Royal Caribbean Common Stock (RCL)	0.0	$289k		1.1k	275.18	View chart
Albemarle Corporation (ALB)	0.0	$289k	-12%	1.5k	196.70	View chart
Schwab Us MF Closed and MF Open (SCHD)	0.0	$285k	+9%	9.3k	30.68	View chart
Ea Series Trust Us Quan Momentum (QMOM)	0.0	$285k	-3%	3.7k	76.73	View chart
Boeing Company Common Stock (BA)	0.0	$281k	-3%	1.4k	199.03	View chart
Caterpillar Common Stock (CAT)	0.0	$280k	+970%	396.00	707.96	View chart
Invesco Actively Managed Exc Total Return (GTO)	0.0	$279k		5.9k	46.88	View chart
Goldman Sachs (GS)	0.0	$276k	+12%	298.00	925.32	View chart
Morgan Stanley Com New (MS)	0.0	$275k		1.4k	190.59	View chart
Eversource Energy (ES)	0.0	$275k		3.9k	70.70	View chart
Colgate-Palmolive Company (CL)	0.0	$273k		3.2k	85.37	View chart
Becton Dickinson Common Stock (BDX)	0.0	$271k		1.7k	157.29	View chart
Pepsico Common Stock (PEP)	0.0	$264k	-83%	1.7k	155.30	View chart
Automatic Data Common Stock (ADP)	0.0	$261k		1.3k	203.18	View chart
Coreweave Com Cl A (CRWV)	0.0	$257k	NEW	2.3k	111.60	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 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

Disclaimers: stockzoa.com is not operated by a broker, a dealer, or a registered investment adviser. Under no circumstances does any information posted on stockzoa.com represent a recommendation to purchase or sell a stock. The information on this site is not intended to be, nor does it constitute, investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. In no event shall stockzoa.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content available on stockzoa.com, or relating to the use of, or inability to use, stockzoa.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance.

Fund Directory: 1-9 A B C D E F G H I J K L M N O P Q R S T U V W X-Z