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Fortis Advisors

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

Top 5 stock holdings are VUSB, BSV, VFVA, VEA, DBND, and represent 33.05% of Fortis Advisors's stock portfolio.
Added to shares of these 10 stocks: STIP, BSV, TOTL, MSFT, VEA, EWJ, WMT, C, XLK, AIRR.
Started 61 new stock positions in APO, IEF, MDLZ, SPYV, GEHC, BBSC, BBMC, CGC, IFRA, JAVA.
Reduced shares in these 10 stocks: EDV, FUTY, AMD, , AMZN, IYH, UPS, DVN, TLT, MRK.
Sold out of its positions in Activision Blizzard, AEM, BMY, Canopy Gro, KMX, CARR, CSCO, CAG, PEZ, LEMB.
Fortis Advisors was a net buyer of stock by $3.5M.
Fortis Advisors has $158M in assets under management (AUM), dropping by 11.76%.
Central Index Key (CIK): 0001697478

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Portfolio Holdings for Fortis Advisors

Fortis Advisors holds 295 positions in its portfolio as reported in the March 2024 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Vanguard Ultra-short Bond Etf Etf (VUSB)	13.5	$21M		430k	49.55	View chart
Vanguard Short-term Bond Etf Etf (BSV)	8.1	$13M	+7%	167k	76.67	View chart
Vanguard U.s. Value Factor Etf Etf (VFVA)	4.3	$6.7M		56k	119.34	View chart
Vanguard Ftse Developed Markets Etf Etf (VEA)	3.8	$6.0M	+5%	120k	50.17	View chart
Doubleline Opportunistic Bond Etf Etf (DBND)	3.4	$5.3M		116k	45.88	View chart
Vanguard Total Bond Market Etf Etf (BND)	3.3	$5.2M		72k	72.63	View chart
Ishares Global Consumer Staples Etf Etf (KXI)	2.7	$4.2M		69k	61.03	View chart
Global X Mlp & Energy Infrastructure Etf Etf (MLPX)	2.6	$4.1M		84k	48.99	View chart
Pacer Us Cash Cows 100 Etf Etf (COWZ)	2.5	$4.0M		68k	58.11	View chart
Ishares 20 Year Treasury Bond Etf Etf (TLT)	2.5	$3.9M	-4%	41k	94.62	View chart
Vanguard Dividend Appreciation Etf Etf (VIG)	2.4	$3.9M		21k	182.61	View chart
Ishares Msci Emerging Markets Ex China Etf Etf (EMXC)	2.4	$3.8M		66k	57.57	View chart
Spdr Gold Minishares Trust Etf (GLDM)	2.4	$3.8M		86k	44.05	View chart
Flexshares Morningstar Global Upstream Natural Resources Index Fund Etf (GUNR)	2.1	$3.3M		81k	41.07	View chart
Vanguard Health Care Etf Etf (VHT)	1.9	$3.1M		11k	270.53	View chart
Ishares Msci Japan Etf Etf (EWJ)	1.7	$2.7M	+12%	38k	71.35	View chart
Invesco S&p 500 Equal Weight Energy Etf Etf (RSPG)	1.7	$2.6M		32k	83.08	View chart
Vaneck Gold Miners Etf Etf (GDX)	1.6	$2.5M		79k	31.62	View chart
Fidelity Msci Utilities Index Etf Etf (FUTY)	1.6	$2.5M	-26%	58k	42.42	View chart
Ishares 0-5 Year Tips Bond Etf Etf (STIP)	1.5	$2.4M	+306%	24k	99.43	View chart
United Parcel Service Inc Cl B Stock (UPS)	1.5	$2.4M	-7%	16k	148.63	View chart
Schwab Short-term Us Treasury Etf Etf (SCHO)	1.5	$2.3M	+2%	48k	48.21	View chart
Spdr Doubleline Total Return Tactical Etf Etf (TOTL)	1.4	$2.3M	+66%	56k	40.05	View chart
Seagate Technology Hldngs Plc Ord Stock (STX)	1.4	$2.2M		24k	93.05	View chart
Alerian Mlp Etf Etf (AMLP)	1.0	$1.6M	+4%	34k	47.46	View chart
Alphabet Inc Cap Stk Cl C Stock (GOOG)	1.0	$1.6M	-4%	11k	152.26	View chart
Dimensional U.s. Core Equity 2 Etf Etf (DFAC)	0.8	$1.3M		42k	31.95	View chart
Amazon Stock (AMZN)	0.8	$1.3M	-15%	7.3k	180.38	View chart
Apple Stock (AAPL)	0.8	$1.2M		7.0k	171.47	View chart
Ishares Core S&p Us Value Etf Etf (IUSV)	0.7	$1.2M		13k	90.44	View chart
Microsoft Corp Stock (MSFT)	0.7	$1.0M	+70%	2.4k	420.72	View chart
Alphabet Inc Cap Stk Cl A Stock (GOOGL)	0.6	$942k		6.2k	150.93	View chart
Keurig Dr Pepper Stock (KDP)	0.6	$941k		31k	30.67	View chart
Thermo Fisher Scientific Stock (TMO)	0.6	$895k	+4%	1.5k	581.21	View chart
Potbelly Corp Stock (PBPB)	0.5	$847k		70k	12.11	View chart
Ishares Short Treasury Bond Etf Etf (SHV)	0.5	$833k	+2%	7.5k	110.54	View chart
Spdr Gold Shares Etf (GLD)	0.5	$810k	+38%	3.9k	205.72	View chart
Johnson & Johnson Stock (JNJ)	0.4	$677k		4.3k	158.21	View chart
Blackrock Short Duration Bond Etf Etf (NEAR)	0.4	$671k	+2%	13k	50.46	View chart
Berkshire Hathaway Inc Del Cl A Stock (BRK.A)	0.4	$634k		1.00	634440.00	View chart
Freeport-mcmoran Inc Cl B Stock (FCX)	0.4	$558k		12k	47.02	View chart
Spdr S&p Aerospace & Defense Etf Etf (XAR)	0.4	$553k	+11%	3.9k	140.51	View chart
Disney Walt Stock (DIS)	0.3	$529k		4.3k	122.36	View chart
Element Solutions Stock (ESI)	0.3	$525k	-11%	21k	24.98	View chart
Health Care Select Sector Spdr Fund Etf (XLV)	0.3	$524k	+31%	3.5k	147.74	View chart
Meta Platforms Inc Cl A Stock (META)	0.3	$497k	+9%	1.0k	485.58	View chart
Devon Energy Corp Stock (DVN)	0.3	$497k	-25%	9.9k	50.18	View chart
Air Lease Corp Cl A Stock (AL)	0.3	$485k	-8%	9.4k	51.44	View chart
First Trust Nasdaq Cybersecurity Etf Etf (CIBR)	0.3	$483k		8.6k	56.39	View chart
Dimensional U.s. Targeted Value Etf Etf (DFAT)	0.3	$475k		8.7k	54.43	View chart
Union Pac Corp Stock (UNP)	0.3	$455k	+7%	1.9k	245.93	View chart
Walmart Stock (WMT)	0.3	$444k	+200%	7.4k	60.17	View chart
Conocophillips Stock (COP)	0.3	$442k		3.5k	127.28	View chart
Vanguard Ftse Emerging Markets Etf Etf (VWO)	0.3	$440k	+4%	11k	41.77	View chart
Fedex Corp Stock (FDX)	0.3	$437k		1.5k	289.74	View chart
Eog Res Stock (EOG)	0.3	$432k	-27%	3.4k	127.84	View chart
Bunge Global Sa Stock (BG)	0.3	$427k	-12%	4.2k	102.52	View chart
Blackrock Ultra Short-term Bond Etf Etf (ICSH)	0.3	$410k	-5%	8.1k	50.56	View chart
Cvs Health Corp Stock (CVS)	0.3	$407k		5.1k	79.76	View chart
Iac Stock (IAC)	0.3	$396k	-9%	7.4k	53.34	View chart
Spdr S&p Biotech Etf Etf (XBI)	0.2	$394k		4.2k	94.89	View chart
Citigroup Stock (C)	0.2	$389k	+272%	6.2k	63.24	View chart
Mastercard Incorporated Cl A Stock (MA)	0.2	$383k	+3%	796.00	481.57	View chart
Spdr Portfolio S&p 500 Etf Etf (SPLG)	0.2	$382k	+46%	6.2k	61.53	View chart
Edwards Lifesciences Corp Stock (EW)	0.2	$382k		4.0k	95.56	View chart
Visa Inc Com Cl A Stock (V)	0.2	$382k	+6%	1.4k	279.08	View chart
Cf Inds Hldgs Stock (CF)	0.2	$362k		4.4k	83.21	View chart
Berkshire Hathaway Inc Del Cl B Stock (BRK.B)	0.2	$355k	+21%	844.00	420.52	View chart
Brookfield Corp Cl A Ltd Vt Sh Stock (BN)	0.2	$345k		8.3k	41.87	View chart
Lowes Cos Stock (LOW)	0.2	$325k		1.3k	254.73	View chart
Schwab U.s. Large-cap Growth Etf Etf (SCHG)	0.2	$321k	+11%	3.5k	92.72	View chart
Nextera Energy Stock (NEE)	0.2	$320k	+9%	5.0k	63.91	View chart
Sofi Technologies Stock (SOFI)	0.2	$311k	+6%	43k	7.30	View chart
Draftkings Inc New Com Cl A Stock (DKNG)	0.2	$286k		6.3k	45.41	View chart
Ishares Msci Usa Quality Factor Etf Etf (QUAL)	0.2	$275k	+93%	1.7k	164.36	View chart
Merck & Co Stock (MRK)	0.2	$275k	-36%	2.1k	131.95	View chart
Taiwan Semiconductor Mfg Adr (TSM)	0.2	$272k		2.0k	136.05	View chart
Borgwarner Stock (BWA)	0.2	$269k		7.8k	34.74	View chart
Technology Select Sector Spdr Fund Etf (XLK)	0.2	$268k	+10608%	1.3k	208.33	View chart
First Trust Rba American Industrial Renaissance Etf Etf (AIRR)	0.2	$263k	NEW	3.9k	67.33	View chart
Healthcare Rlty Tr Cl A Reit (HR)	0.2	$261k	NEW	18k	14.15	View chart
Intuit Stock (INTU)	0.2	$260k		400.00	650.00	View chart
Abbvie Stock (ABBV)	0.2	$256k		1.4k	182.10	View chart
Pacer Developed Markets International Cash Cows 100 Etf Etf (ICOW)	0.2	$254k	+33070%	8.0k	31.95	View chart
Unitedhealth Group Stock (UNH)	0.2	$254k	-16%	513.00	494.70	View chart
Pacer Emerging Markets Cash Cows 100 Etf Etf (ECOW)	0.2	$253k	NEW	13k	20.09	View chart
Corning Stock (GLW)	0.2	$253k	-28%	7.7k	32.96	View chart
Ishares Core Msci Eafe Etf Etf (IEFA)	0.2	$252k	+102%	3.4k	74.22	View chart
Kkr & Co Stock (KKR)	0.2	$252k		2.5k	100.58	View chart
Vanguard Total Stock Market Etf Etf (VTI)	0.2	$250k	+36%	963.00	259.84	View chart
Aptiv Stock (APTV)	0.1	$229k		2.9k	79.65	View chart
Constellation Brands Inc Cl A Stock (STZ)	0.1	$226k	-15%	831.00	271.76	View chart
Dimensional International Value Etf Etf (DFIV)	0.1	$212k		5.8k	36.75	View chart
Motorola Solutions Stock (MSI)	0.1	$212k		596.00	354.98	View chart
Advanced Micro Devices Stock (AMD)	0.1	$190k	-66%	1.1k	180.49	View chart
Mckesson Corp Stock (MCK)	0.1	$187k		348.00	536.85	View chart
Ishares Core Dividend Growth Etf Etf (DGRO)	0.1	$174k	+554%	3.0k	58.06	View chart
Dimensional Us Marketwide Value Etf Etf (DFUV)	0.1	$173k		4.2k	40.90	View chart
Jpmorgan Equity Premium Income Etf Etf (JEPI)	0.1	$171k	NEW	3.0k	57.86	View chart
Celanese Corp Del Stock (CE)	0.1	$169k		985.00	171.86	View chart
First Ctzns Bancshares Inc N C Cl A Stock (FCNCA)	0.1	$164k		100.00	1635.00	View chart
Ishares International Dividend Growth Etf Etf (IGRO)	0.1	$162k	NEW	2.4k	67.35	View chart
Agilent Technologies Stock (A)	0.1	$146k		1.0k	145.51	View chart
Invesco S&p 500 Garp Etf Etf (SPGP)	0.1	$145k	+77%	1.4k	106.47	View chart
Nutrien Stock (NTR)	0.1	$143k		2.6k	54.31	View chart
Nrg Energy Stock (NRG)	0.1	$142k		2.1k	67.69	View chart
Jpmorgan Chase & Co Stock (JPM)	0.1	$140k	+40%	701.00	200.30	View chart
Invesco Dorsey Wright Momentum Etf Etf (PDP)	0.1	$136k		1.4k	98.81	View chart
American Express Stock (AXP)	0.1	$134k		588.00	227.69	View chart
Spdr S&p 500 Etf Trust Etf (SPY)	0.1	$133k	+363%	255.00	523.04	View chart
Canadian Natl Ry Stock (CNI)	0.1	$132k		1.0k	131.71	View chart
Canadian Nat Res Stock (CNQ)	0.1	$121k		1.6k	76.32	View chart
Analog Devices Stock (ADI)	0.1	$119k	-25%	600.00	197.79	View chart
Vanguard Small Cap Value Etf Etf (VBR)	0.1	$118k	+5%	617.00	191.78	View chart
Viatris Stock (VTRS)	0.1	$116k		9.7k	11.94	View chart
Jpmorgan Nasdaq Equity Premium Income Etf Etf (JEPQ)	0.1	$114k	NEW	2.1k	54.24	View chart
Morgan Stanley Stock (MS)	0.1	$112k	+2%	1.2k	94.18	View chart
Colgate Palmolive Stock (CL)	0.1	$111k		1.2k	90.05	View chart
General Mls Stock (GIS)	0.1	$111k		1.6k	69.97	View chart
Lyondellbasell Industries N V Shs - A - Stock (LYB)	0.1	$110k		1.1k	102.28	View chart
Ishares Iboxx $ Investment Grade Corporate Bond Etf Etf (LQD)	0.1	$110k	+9%	1.0k	108.92	View chart
Spdr Portfolio S&p 500 High Dividend Etf Etf (SPYD)	0.1	$109k	NEW	2.7k	40.71	View chart
State Str Corp Stock (STT)	0.1	$109k		1.4k	77.31	View chart
Blackrock U.s. Equity Factor Rotation Etf Etf (DYNF)	0.1	$106k	NEW	2.4k	44.41	View chart
Blackstone Stock (BX)	0.1	$105k		800.00	131.37	View chart
Pnc Finl Svcs Group Stock (PNC)	0.1	$103k	NEW	640.00	161.60	View chart
Rtx Corporation Stock (RTX)	0.1	$100k		1.0k	97.53	View chart
Blackrock Flexible Income Etf Etf (BINC)	0.1	$100k	NEW	1.9k	52.46	View chart
Ameriprise Finl Stock (AMP)	0.1	$99k	-25%	225.00	438.44	View chart
Nvidia Corporation Stock (NVDA)	0.1	$98k	+1250%	108.00	904.12	View chart
Ansys Stock (ANSS)	0.1	$97k		279.00	347.16	View chart
Ge Aerospace Stock (GE)	0.1	$96k	NEW	545.00	175.53	View chart
Vaneck Junior Gold Miners Etf Etf (GDXJ)	0.1	$94k	-16%	2.4k	38.74	View chart
Sportradar Group Ag Class A Ord Stock (SRAD)	0.1	$93k		8.0k	11.64	View chart
Altria Group Stock (MO)	0.1	$89k		2.0k	43.62	View chart
Invesco Dorsey Wright Smallcap Momentum Etf Etf (DWAS)	0.1	$87k	-12%	957.00	90.90	View chart
Chevron Corp Stock (CVX)	0.1	$86k		542.00	157.74	View chart
Ishares S&p 500 Growth Etf Etf (IVW)	0.1	$84k	NEW	998.00	84.44	View chart
Ishares Mbs Etf Etf (MBB)	0.1	$82k	-39%	887.00	92.39	View chart
Sba Communications Corp New Cl A Reit (SBAC)	0.0	$76k		350.00	216.70	View chart
Vxus Etf (VXUS)	0.0	$75k	-50%	1.3k	60.29	View chart
Ishares S&p 500 Value Etf Etf (IVE)	0.0	$73k	NEW	393.00	186.70	View chart
Schwab Charles Corp Stock (SCHW)	0.0	$72k		1.0k	72.34	View chart
Dimensional International Core Equity 2 Etf Etf (DFIC)	0.0	$72k		2.7k	26.75	View chart
Warner Bros Discovery Inc Com Ser A Stock (WBD)	0.0	$72k	-68%	8.2k	8.73	View chart
Vista Outdoor Stock (VSTO)	0.0	$69k		2.1k	32.78	View chart
Ishares Msci Eafe Growth Etf Etf (EFG)	0.0	$68k	+50%	653.00	103.72	View chart
Jpmorgan Betabuilders U.s. Equity Etf Etf (BBUS)	0.0	$64k	NEW	680.00	94.39	View chart
Ishares Msci Eafe Value Etf Etf (EFV)	0.0	$64k	+12%	1.2k	54.40	View chart
Schwab U.s. Broad Market Etf Etf (SCHB)	0.0	$61k		1.0k	61.05	View chart
Price T Rowe Group Stock (TROW)	0.0	$61k		500.00	121.92	View chart
Dolphin Entmt Stock (DLPN)	0.0	$58k		40k	1.46	View chart
Arch Cap Group Ltd Ord Stock (ACGL)	0.0	$57k		621.00	92.44	View chart
Ishares Core U.s. Aggregate Bond Etf Etf (AGG)	0.0	$56k	+9%	572.00	97.91	View chart
First Trust Dorsey Wright Dali 1 Etf Etf (DALI)	0.0	$52k		2.2k	24.12	View chart
Vanguard Ftse All-world Ex-us Index Fund Etf (VEU)	0.0	$52k		885.00	58.67	View chart
Ishares National Muni Bond Etf Etf (MUB)	0.0	$49k	+230%	459.00	107.60	View chart
Ishares U.s. Technology Etf Etf (IYW)	0.0	$49k	+157%	360.00	135.04	View chart
Pinterest Inc Cl A Stock (PINS)	0.0	$49k	-6%	1.4k	34.67	View chart
Novartis Adr (NVS)	0.0	$48k		500.00	96.73	View chart
Consumer Discretionary Select Sector Spdr Fund Etf (XLY)	0.0	$48k	+766%	260.00	184.24	View chart
Tesla Stock (TSLA)	0.0	$46k		260.00	175.79	View chart
Ishares Currency Hedged Msci Eafe Etf Etf (HEFA)	0.0	$45k	NEW	1.3k	34.88	View chart
Consolidated Edison Stock (ED)	0.0	$45k		500.00	90.81	View chart
Alamos Gold Inc New Com Cl A Stock (AGI)	0.0	$44k		3.0k	14.75	View chart
Asml Holding N V N Y Registry Adr (ASML)	0.0	$43k		44.00	970.48	View chart
Industrial Select Sector Spdr Fund Etf (XLI)	0.0	$42k	+49%	333.00	125.83	View chart
Vanguard High Dividend Yield Index Etf Etf (VYM)	0.0	$42k	NEW	345.00	120.92	View chart
Schwab Fundamental Us Large Co. Index Etf Etf (FNDX)	0.0	$42k		618.00	67.39	View chart
Hartford Total Return Bond Etf Etf (HTRB)	0.0	$41k		1.2k	33.74	View chart
Jpmorgan Betabuilders International Equity Etf Betabuilders International E Etf (BBIN)	0.0	$40k	NEW	661.00	60.15	View chart
Intel Corp Stock (INTC)	0.0	$40k	NEW	900.00	44.17	View chart
Coca Cola Stock (KO)	0.0	$36k	+1910%	583.00	61.18	View chart
Imperial Oil Stock (IMO)	0.0	$35k		500.00	69.13	View chart
Ishares Fallen Angels Usd Bond Etf Etf (FALN)	0.0	$34k	+63950%	1.3k	26.87	View chart
Vanguard Total International Bond Etf Etf (BNDX)	0.0	$34k	+73%	686.00	49.21	View chart
Ribbon Communications Stock (RBBN)	0.0	$32k		10k	3.20	View chart
Schwab Long-term U.s. Treasury Etf Etf (SCHQ)	0.0	$30k	+26%	885.00	33.72	View chart
Truist Finl Corp Stock (TFC)	0.0	$29k	+3%	751.00	38.99	View chart
Ishares Tips Bond Etf Etf (TIP)	0.0	$28k	NEW	263.00	107.44	View chart
Interactive Brokers Group Inc Com Cl A Stock (IBKR)	0.0	$28k	NEW	250.00	111.71	View chart
Plains Gp Hldgs L P Ltd Partnr Int A Stock (PAGP)	0.0	$26k	NEW	1.4k	18.25	View chart
Invesco Ftse Rafi Us 1500 Small-mid Etf Etf (PRFZ)	0.0	$26k		655.00	39.28	View chart
Invesco Dorsey Wright Emerging Markets Momentum Etf Etf (PIE)	0.0	$25k		1.2k	20.83	View chart
Safety Shot Stock (SHOT)	0.0	$24k	NEW	10k	2.39	View chart
Ishares Core Msci Emerging Markets Etf Etf (IEMG)	0.0	$24k	-17%	460.00	51.57	View chart
Spdr Portfolio Emerging Markets Etf Etf (SPEM)	0.0	$23k	NEW	638.00	36.19	View chart
Alpha Architect Us Quantitative Value Etf Etf (QVAL)	0.0	$23k		507.00	44.94	View chart
HP Stock (HPQ)	0.0	$23k	NEW	750.00	30.22	View chart
Energy Select Sector Spdr Fund Etf (XLE)	0.0	$22k	+43%	237.00	94.27	View chart
Williams Cos Stock (WMB)	0.0	$22k	NEW	552.00	38.97	View chart
Schwab U.s. Large-cap Etf Etf (SCHX)	0.0	$21k		342.00	62.06	View chart
Udr Reit (UDR)	0.0	$20k		540.00	37.41	View chart
Howard Hughes Holdings Stock (HHH)	0.0	$20k	NEW	276.00	72.62	View chart
Vistra Corp Stock (VST)	0.0	$19k	NEW	274.00	69.65	View chart
Dimensional International Small Cap Value Etf Etf (DISV)	0.0	$19k		697.00	27.19	View chart
Dollar Gen Corp Stock (DG)	0.0	$18k	+625%	116.00	156.06	View chart
Proshares Ultra Gold Etf (UGL)	0.0	$18k		250.00	72.26	View chart
Roundhill Sports Betting & Igaming Etf Etf (BETZ)	0.0	$18k		1.0k	17.85	View chart
Schwab U.s. Large-cap Value Etf Etf (SCHV)	0.0	$18k	-81%	231.00	75.90	View chart
Aflac Stock (AFL)	0.0	$17k	NEW	200.00	85.86	View chart
Global X Mlp Etf Etf (MLPA)	0.0	$17k	NEW	356.00	48.22	View chart
Growgeneration Corp Stock (GRWG)	0.0	$17k		6.0k	2.86	View chart
Deere & Co Stock (DE)	0.0	$17k		41.00	410.73	View chart
Apollo Global Mgmt Stock (APO)	0.0	$17k	NEW	149.00	112.45	View chart
Mondelez Intl Inc Cl A Stock (MDLZ)	0.0	$16k	NEW	230.00	70.00	View chart
Invesco Ftse Rafi Emerging Markets Etf Etf (PXH)	0.0	$15k		792.00	19.46	View chart
Polestar Automotive Hldg Uk Ads A Adr (PSNY)	0.0	$15k		10k	1.54	View chart
Federal Rlty Invt Tr New Sh Ben Int Reit (FRT)	0.0	$15k		150.00	102.12	View chart
Dimensional Emerging Markets Core Equity 2 Etf Etf (DFEM)	0.0	$15k		601.00	25.47	View chart
Bank America Corp Stock (BAC)	0.0	$15k	-88%	403.00	37.92	View chart
Schwab Emerging Markets Equity Etf Etf (SCHE)	0.0	$15k	+47%	603.00	25.25	View chart
Ishares Msci Usa Momentum Factor Etf Etf (MTUM)	0.0	$14k	NEW	76.00	187.36	View chart
Jpmorgan Active Value Etf Etf (JAVA)	0.0	$14k	NEW	232.00	59.79	View chart
Vanguard Growth Etf Etf (VUG)	0.0	$14k	NEW	40.00	344.20	View chart
Jpmorgan Active Growth Etf Etf (JGRO)	0.0	$14k	NEW	196.00	70.21	View chart
Invesco Ftse Rafi Developed Markets Ex-u.s. Etf Etf (PXF)	0.0	$14k		276.00	49.65	View chart
Markel Group Stock (MKL)	0.0	$14k		9.00	1521.44	View chart
Jabil Stock (JBL)	0.0	$13k	NEW	100.00	133.95	View chart
Hewlett Packard Enterprise Stock (HPE)	0.0	$13k	NEW	750.00	17.73	View chart
Invesco Ftse Rafi Developed Markets Ex-us Small-mid Etf Etf (PDN)	0.0	$13k		401.00	32.88	View chart
Crh Plc Ord Stock (CRH)	0.0	$12k	NEW	141.00	86.26	View chart
Vanguard Tax-exempt Bond Etf Etf (VTEB)	0.0	$11k		221.00	50.60	View chart
Jpmorgan Betabuilders U.s. Mid Cap Equity Etf Betabuilders Us Mid Cap Equit Etf (BBMC)	0.0	$11k	NEW	119.00	92.61	View chart
Canadian Pacific Kansas City Stock (CP)	0.0	$11k	NEW	125.00	88.17	View chart
Ishares Global Energy Etf Etf (IXC)	0.0	$11k	NEW	254.00	42.98	View chart
Kenvue Stock (KVUE)	0.0	$11k		498.00	21.46	View chart
Ishares U.s. Infrastructure Etf Etf (IFRA)	0.0	$11k	NEW	245.00	43.38	View chart
Schwab Fundamental International Large Co. Index Etf Etf (FNDF)	0.0	$11k		296.00	35.61	View chart
Schwab U.s. Small-cap Etf Etf (SCHA)	0.0	$10k		211.00	49.24	View chart
Vanguard Ftse All-world Ex-us Small-cap Etf Etf (VSS)	0.0	$10k		87.00	116.84	View chart
Goldman Sachs Activebeta International Equity Etf Etf (GSIE)	0.0	$9.7k	NEW	284.00	34.29	View chart
Accenture Plc Ireland Shs Class A Stock (ACN)	0.0	$9.4k		27.00	346.59	View chart
Ishares Jp Morgan Usd Emerging Markets Bond Etf Etf (EMB)	0.0	$9.2k	-68%	103.00	89.28	View chart
Financial Select Sector Spdr Fund Etf (XLF)	0.0	$9.2k	NEW	218.00	42.09	View chart
Shell Plc Spon Ads Adr (SHEL)	0.0	$9.1k	+466%	136.00	67.04	View chart
Tjx Cos Stock (TJX)	0.0	$8.2k	-94%	81.00	101.42	View chart
Schwab Fundamental Emerging Markets Large Co. Index Etf Etf (FNDE)	0.0	$7.4k		267.00	27.76	View chart
Ishares 7-10 Year Treasury Bond Etf Etf (IEF)	0.0	$7.2k	NEW	76.00	94.66	View chart
Spdr Nuveen Bloomberg Municipal Bond Etf Etf (TFI)	0.0	$6.9k	NEW	148.00	46.48	View chart
Boeing Stock (BA)	0.0	$6.8k	NEW	35.00	193.00	View chart
Vanguard S&p 500 Etf Etf (VOO)	0.0	$6.7k		14.00	480.71	View chart
Vanguard Small-cap Etf Etf (VB)	0.0	$6.6k		29.00	228.59	View chart
Pfizer Stock (PFE)	0.0	$6.6k	+3%	237.00	27.76	View chart
Ishares Core Total Usd Bond Market Etf Etf (IUSB)	0.0	$6.2k	-91%	137.00	45.53	View chart
Jpmorgan Activebuilders Emerging Markets Equity Etf Etf (JEMA)	0.0	$6.2k	NEW	170.00	36.65	View chart
Ishares Gold Trust Etf (IAU)	0.0	$6.2k		148.00	42.01	View chart
Schwab Us Aggregate Bond Etf Etf (SCHZ)	0.0	$6.0k	-94%	130.00	45.94	View chart
Pg&e Corp Stock (PCG)	0.0	$5.9k	NEW	354.00	16.76	View chart
Schwab U.s. Reit Etf Etf (SCHH)	0.0	$5.6k		275.00	20.30	View chart
Jpmorgan Betabuilders U.s. Small Cap Equity Fund Jpmorgan Betabuilders U.s. Etf (BBSC)	0.0	$5.5k	NEW	87.00	63.07	View chart
Vintage Wine Estates Stock (VWE)	0.0	$5.4k		15k	0.36	View chart
3M Stock (MMM)	0.0	$5.3k		50.00	106.08	View chart
S&p Global Stock (SPGI)	0.0	$4.7k		11.00	425.45	View chart
Vanguard Global Ex-u.s. Real Estate Etf Etf (VNQI)	0.0	$4.5k		106.00	42.14	View chart
Vanguard Mid-cap Value Etf Etf (VOE)	0.0	$4.4k	NEW	28.00	155.89	View chart
Ge Healthcare Technologies Stock (GEHC)	0.0	$4.4k	NEW	48.00	90.92	View chart
Pacer Us Small Cap Cash Cows 100 Etf Etf (CALF)	0.0	$4.3k		87.00	49.33	View chart
Paysafe Stock (PSFE)	0.0	$3.9k		250.00	15.79	View chart
Spdr S&p Dividend Etf Etf (SDY)	0.0	$3.9k	+3%	30.00	130.73	View chart
Vanguard Value Etf Etf (VTV)	0.0	$3.7k	NEW	23.00	162.87	View chart
Ishares U.s. Healthcare Etf Etf (IYH)	0.0	$3.7k	-98%	60.00	62.10	View chart
Ishares Core S&p Total U.s. Stock Market Etf Etf (ITOT)	0.0	$3.6k	NEW	31.00	115.29	View chart
Spdr Portfolio S&p 500 Value Etf Etf (SPYV)	0.0	$3.6k	NEW	71.00	50.10	View chart
PTC Stock (PTC)	0.0	$3.4k		18.00	188.94	View chart
Vanguard Short-term Inflation-protected Securities Etf Etf (VTIP)	0.0	$2.5k	NEW	52.00	47.88	View chart
Vaneck J. P. Morgan Em Local Currency Bond Etf Etf (EMLC)	0.0	$2.5k		101.00	24.51	View chart
Spdr Blackstone Senior Loan Etf Etf (SRLN)	0.0	$2.2k	NEW	52.00	42.12	View chart
Medtronic Stock (MDT)	0.0	$2.2k		25.00	87.16	View chart
Schwab International Equity Etf Etf (SCHF)	0.0	$1.7k		44.00	39.02	View chart
Ishares Core S&p 500 Etf Etf (IVV)	0.0	$1.6k		3.00	525.67	View chart
Ishares Russell Mid-cap Value Etf Etf (IWS)	0.0	$1.5k	NEW	12.00	125.33	View chart
Ishares U.s. Treasury Bond Etf Etf (GOVT)	0.0	$1.0k	-97%	45.00	22.78	View chart
Schwab 5-10 Year Corporate Bond Etf Etf (SCHI)	0.0	$795.000600	-97%	18.00	44.17	View chart
Coinbase Global Inc Com Cl A Stock (COIN)	0.0	$530.000000		2.00	265.00	View chart
Vanguard Russell 3000 Etf Etf (VTHR)	0.0	$479.000000		2.00	239.50	View chart
Spdr Bloomberg Emerging Markets Local Bond Etf Etf (EBND)	0.0	$307.999500		15.00	20.53	View chart
Invesco Qqq Trust Series I Etf (QQQ)	0.0	$288.000000		1.00	288.00	View chart
Ishares Select Dividend Etf Etf (DVY)	0.0	$246.000000		2.00	123.00	View chart
Cencora Stock (COR)	0.0	$243.000000		1.00	243.00	View chart
Ishares Silver Trust Etf (SLV)	0.0	$228.000000		10.00	22.80	View chart
Ishares U.s. Real Estate Etf Etf (IYR)	0.0	$180.000000		2.00	90.00	View chart
Ishares Russell 2000 Value Etf Etf (IWN)	0.0	$159.000000	NEW	1.00	159.00	View chart
Wabtec Stock (WAB)	0.0	$146.000000		1.00	146.00	View chart
Invesco S&p 500 Equal Weight Etf Etf (RSP)	0.0	$105.000000	-98%	1.00	105.00	View chart
Canopy Growth Corp Stock (CGC)	0.0	$104.000400	NEW	12.00	8.67	View chart
Alcoa Corp Stock (AA)	0.0	$101.000100		3.00	33.67	View chart
Invesco Emerging Markets Sovereign Debt Etf Etf (PCY)	0.0	$41.000000	NEW	2.00	20.50	View chart
Ishares Preferred & Income Securities Etf Etf (PFF)	0.0	$32.000000		1.00	32.00	View chart
Enterprise Prods Partners Stock (EPD)	0.0	$29.000000		1.00	29.00	View chart
Southwest Airls Stock (LUV)	0.0	$29.000000		1.00	29.00	View chart
Retail Opportunity Invts Corp Reit (ROIC)	0.0	$13.000000		1.00	13.00	View chart
Spirit Airls Stock (SAVE)	0.0	$5.000000		1.00	5.00	View chart
New York Times Co Cl A Stock (NYT)	0.0	$0		0	0.00	View chart
Ascent Solar Technologies Stock (ASTI)	0.0	$0		1.00	0.00	View chart

Past Filings by Fortis Advisors

SEC 13F filings are viewable for Fortis Advisors going back to 2016

Fortis Advisors 2024 Q1 filed May 13, 2024
Fortis Advisors 2023 Q3 filed Nov. 13, 2023
Fortis Advisors 2023 Q2 filed Aug. 14, 2023
Fortis Advisors 2023 Q1 filed May 9, 2023
Fortis Advisors 2022 Q4 filed Feb. 14, 2023
Fortis Advisors 2022 Q3 filed Nov. 10, 2022
Fortis Advisors 2022 Q2 filed Aug. 15, 2022
Fortis Advisors 2022 Q1 filed May 16, 2022
Fortis Advisors 2021 Q4 filed Feb. 14, 2022
Fortis Advisors 2021 Q3 restated filed Nov. 23, 2021
Fortis Advisors 2021 Q3 filed Nov. 12, 2021
Fortis Advisors 2021 Q2 filed Aug. 16, 2021
Fortis Advisors 2021 Q1 filed May 13, 2021
Fortis Advisors 2020 Q4 filed Feb. 11, 2021
Fortis Advisors 2020 Q3 filed Nov. 13, 2020
Fortis Advisors 2020 Q2 filed Aug. 13, 2020

View all past filings

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