Home › Fortis Group Advisors, LLC

Fortis Group Advisors, LLC 13F holdings

Filed 2026-07-24 · Fortis Group Advisors, LLC · 706 positions · $625.9M

View QoQ Changes Export CSV

TickerCompanySharesValue% of portfolio
BILSPDR SERIES TRUST312.9K$28.7M4.6%
QQQINVESCO QQQ TR35.5K$26.1M4.2%
RSPINVESCO EXCHANGE TRADED FD T85.3K$18.2M2.9%
SPMOINVESCO EXCH TRADED FD TR II97.9K$15.8M2.5%
SPYSTATE STR SPDR S&P 500 ETF T18.7K$14.0M2.2%
GLDSPDR GOLD TR36.2K$13.3M2.1%
AAPLAPPLE INC44.6K$12.9M2.1%
SPHBINVESCO EXCH TRADED FD TR II77.2K$12.0M1.9%
SPYGSPDR SERIES TRUST94.1K$11.2M1.8%
QQQMINVESCO EXCH TRADED FD TR II36.9K$11.2M1.8%
BILSSPDR SERIES TRUST109.5K$10.9M1.7%
LGROALPS ETF TR189.7K$9.8M1.6%
GOOGLALPHABET INC25.4K$9.1M1.5%
IWNISHARES TR39.2K$8.7M1.4%
AMZNAMAZON COM INC35.9K$8.6M1.4%
SPYMSPDR SERIES TRUST92.6K$8.1M1.3%
USDUWISDOMTREE TR297.4K$8.0M1.3%
JAAAJANUS DETROIT STR TR151.7K$7.7M1.2%
IWOISHARES TR18.7K$7.4M1.2%
AAAUGOLDMAN SACHS PHYSICAL GOLD181.3K$7.2M1.1%
VTVANGUARD INTL EQUITY INDEX F42.3K$6.6M1.1%
SPHDINVESCO EXCH TRADED FD TR II123.5K$6.3M1.0%
SGOVISHARES TR61.7K$6.2M1.0%
XLVSELECT SECTOR SPDR TR36.0K$5.7M0.9%
XLRESELECT SECTOR SPDR TR126.8K$5.6M0.9%
MTUMISHARES TR16.1K$5.5M0.9%
VYMIVANGUARD WHITEHALL FDS56.0K$5.5M0.9%
XARSPDR SERIES TRUST18.4K$5.2M0.8%
TBILRBB FD INC102.2K$5.1M0.8%
ALLWSSGA ACTIVE TR172.6K$5.1M0.8%
WMWASTE MGMT INC DEL22.2K$5.0M0.8%
TLTISHARES TR56.2K$4.9M0.8%
DIASTATE STR SPDR DOW JONES IND9.1K$4.8M0.8%
QTUMETF SER SOLUTIONS28.4K$4.7M0.7%
GVALCAMBRIA ETF TR130.0K$4.7M0.7%
SPLVINVESCO EXCH TRADED FD TR II62.0K$4.6M0.7%
VUGVANGUARD INDEX FDS53.7K$4.6M0.7%
—ETF OPPORTUNITIES TRUST164.9K$4.5M0.7%
NVDANVIDIA CORPORATION21.2K$4.2M0.7%
VTWOVANGUARD SCOTTSDALE FDS34.8K$4.2M0.7%
VOVANGUARD INDEX FDS50.5K$4.1M0.7%
CLOXSERIES PORTFOLIOS TR154.7K$4.0M0.6%
LLYELI LILLY & CO3.3K$4.0M0.6%
IVVISHARES TR5.0K$3.8M0.6%
MSFTMICROSOFT CORP10.0K$3.7M0.6%
VFMOVANGUARD WELLINGTON FD14.7K$3.7M0.6%
EMXCISHARES INC35.7K$3.6M0.6%
IAKISHARES TR25.0K$3.5M0.6%
NVONOVO-NORDISK A S72.9K$3.5M0.6%
—PACER FDS TR118.2K$3.5M0.6%
TIPISHARES TR31.3K$3.4M0.5%
XOMEXXON MOBIL CORP24.0K$3.3M0.5%
VCLTVANGUARD SCOTTSDALE FDS43.4K$3.3M0.5%
DRAMROUNDHILL ETF TRUST43.9K$3.2M0.5%
USMVISHARES TR32.4K$3.1M0.5%
UNHUNITEDHEALTH GROUP INC7.5K$3.1M0.5%
METAMETA PLATFORMS INC5.5K$3.1M0.5%
IGVISHARES TR34.0K$3.1M0.5%
SPYSTATE STREET4.1K$3.1M0.5%
OREALTY INCOME CORP48.0K$3.0M0.5%
Top Fund Holdings
13F
Top Fund Holdings

What did the whales just file?

Funds
Funds
{{ r.name }}CIK {{ r.cik }}
→
Stocks
Stocks
{{ sm.ticker }} — {{ sm.name }}See who holds it
→
No 13F filers or stocks match “{{ searchQuery }}”. Try a ticker like AAPL or a manager name like Buffett.
{{ searchError }} Refresh and try again, or search a shorter name.

13F data from SEC EDGAR. Quotes are delayed and not for trading. Not investment advice.

Most widely searched
Person / Company
Value
{{ f.person }}{{ f.name }}
{{ f.value }}
Most widely held
Ticker
Company
Funds
{{ s.ticker }}
{{ s.name }}
{{ s.holders }}
› {{ activeFund.name }}

{{ activeFund.name }}

Filed {{ activeFund.filedDate }} · {{ activeFund.quarter }}
Portfolio Value{{ activeFund.value }}
Positions{{ activeFund.positions }}
{{ activeFund.errorMsg }}
{{ activeFund.holdingsNoteText }}
{{ activeFund.holdingsViewNote }}

Holdings

Ticker
Company
{{ sortSharesLabel }}
{{ sortShareChgLabel }}
{{ sortValueLabel }}
{{ sortPctLabel }}
{{ sortPriorLabel }}
{{ sortFirstLabel }}
{{ sortPaidLabel }}
{{ sortNowLabel }}
{{ sortEstLabel }}
{{ h.ticker }}
{{ h.company }}
{{ h.shares }}
{{ h.shareChg }}
{{ h.value }}
{{ h.pct }}
{{ h.priorPct }}
{{ h.firstHeld }}
{{ h.estPaid }}
{{ h.priceNow }}
{{ h.estReturn }}
› {{ stockPageQuery }}

Who holds {{ stockPageQuery }}

{{ stockPageSubtitle }}
{{ quote.ticker }} {{ quote.price }} {{ quote.change }} ({{ quote.changePct }}) {{ quote.asOf }} · {{ quote.marketStatus }} · Chart
{{ stockSharesNote }}
{{ stockPageProgressText }}
{{ stockPageError }} Try again in a moment, or search the fund that holds it.

Holders

Fund
{{ sortHoldersSharesLabel }}
{{ sortHoldersValueLabel }}
{{ sortHoldersPctLabel }}
{{ sortHoldersOwnLabel }}
{{ sr.fundName }}
{{ sr.shares }}
{{ sr.value }}
{{ sr.pct }}
{{ sr.ownership }}
No filers found reporting a position in {{ stockPageQuery }}. Try the CUSIP or a different share class.
› › QoQ

{{ activeFund.name }} — Quarter-over-Quarter
{{ g.label }}
Ticker
Company
Shares
Value
{{ compareFromPctLabel }}
{{ compareToPctLabel }}
Change
{{ h.ticker }}
{{ h.company }}
{{ h.detail1 }}
{{ h.detail2 }}
{{ h.pct }}
{{ h.priorPct }}
{{ h.change }}
13F data from SEC EDGAR. Quotes are delayed and not for trading. Not investment advice.
Loading {{ quote.name }}