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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, BILS, SPMO, SHY, SPY, and represent 20.96% of Fortis Group Advisors's stock portfolio.
Added to shares of these 10 stocks: SPMO (+$17M), SHY (+$14M), IWO (+$14M), QQQ (+$14M), MGK (+$12M), TCAF (+$11M), TBIL (+$10M), XLG (+$9.7M), SPY (+$9.6M), KBWP (+$8.3M).
Started 87 new stock positions in TCAF, MGK, ON, ITB, TCRT, MGC, VTWO, YEAR, IAK, NJR.
Reduced shares in these 10 stocks: BIL (-$51M), BILS (-$33M), UUP (-$24M), GLD (-$18M), EDV (-$8.5M), , SHV (-$6.8M), HCA (-$6.2M), SGOV (-$5.7M), .
Sold out of its positions in SIVR, Activision Blizzard, AMT, BBDC, BLW, BTZ, BLDE, CHWY, FOF, Etf Managers Tr tierra xp latin.
Fortis Group Advisors was a net buyer of stock by $123M.
Fortis Group Advisors has $543M in assets under management (AUM), dropping by 34.96%.
Central Index Key (CIK): 0001815183

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Portfolio Holdings for Fortis Group Advisors

Fortis Group Advisors holds 513 positions in its portfolio as reported in the March 2024 quarterly 13F filing

Fortis Group Advisors has 513 total positions. Only the first 250 positions are shown.

Sign up to view all of the Fortis Group Advisors March 31, 2024 positions
Download the Fortis Group Advisors March 2024 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)	6.8	$37M	-58%	401k	91.80	View chart
Spdr Ser Tr Bloomberg 3-12 M (BILS)	5.0	$27M	-54%	274k	99.42	View chart
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO)	3.2	$17M	NEW	217k	80.22	View chart
Ishares 1-3yr MF Closed and MF Open (SHY)	3.2	$17M	+454%	212k	81.78	View chart
SPDR S&P MF Closed and MF Open (SPY)	2.8	$15M	+177%	29k	523.07	View chart
Invesco Qqq MF Closed and MF Open (QQQ)	2.8	$15M	+1201%	34k	444.01	View chart
Ishares Russell MF Closed and MF Open (IWO)	2.6	$14M	+64892%	52k	270.80	View chart
Spdr Gold Common Stock (GLD)	2.5	$14M	-56%	67k	205.72	View chart
Apple Common Stock (AAPL)	2.3	$12M	+14%	73k	171.48	View chart
Vanguard World Mega Grwth Ind (MGK)	2.3	$12M	NEW	43k	286.61	View chart
T Rowe Price Etf Cap Appreciation (TCAF)	2.1	$11M	NEW	377k	30.23	View chart
RBB Us Treas 3 Mnth (TBIL)	1.9	$10M	NEW	203k	50.03	View chart
Ishares Tr 0-3 Mnth Treasry (SGOV)	1.9	$10M	-36%	100k	100.71	View chart
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)	1.8	$9.7M	NEW	231k	42.13	View chart
Amazon Common Stock (AMZN)	1.7	$9.5M	+574%	52k	180.38	View chart
Visa Common Stock (V)	1.6	$8.7M	+24%	31k	279.08	View chart
Invesco Exch Traded Fd Tr Ii Kbw Ppty Casut (KBWP)	1.5	$8.3M	NEW	77k	107.75	View chart
Proshares Tr K1 Fre Crd Oil (OILK)	1.5	$8.2M	NEW	173k	47.74	View chart
Wisdomtree Tr Floatng Rat Trea (USFR)	1.4	$7.8M	-12%	155k	50.29	View chart
Select Sector Spdr Tr Communication (XLC)	1.4	$7.8M	NEW	95k	81.66	View chart
Ishares 20 MF Closed and MF Open (TLT)	1.3	$7.2M	+1542%	76k	94.60	View chart
Microsoft Corp Common Stock (MSFT)	1.3	$7.0M	+176%	17k	420.72	View chart
Meta Platforms Common Stock (META)	1.2	$6.8M	+470%	14k	485.58	View chart
Agf Invts Tr Us Market Netrl (BTAL)	1.2	$6.7M	-2%	374k	18.02	View chart
Ishares Tr Msci India Etf (INDA)	1.2	$6.6M	NEW	128k	51.59	View chart
Ishares Tr China Lg-cap Etf (FXI)	1.2	$6.6M	NEW	273k	24.07	View chart
Ishares Tr U.s. Insrnce Etf (IAK)	1.2	$6.5M	NEW	56k	117.39	View chart
Ishares U S MF Closed and MF Open (PFF)	1.1	$6.1M	+9151%	189k	32.23	View chart
Alphabet Common Stock (GOOGL)	1.1	$5.9M	+551%	39k	150.93	View chart
Ishares Gold Tr Ishares New (IAU)	1.1	$5.7M	+37%	137k	42.01	View chart
Costco Wholesale Common Stock (COST)	1.0	$5.4M	+871%	7.3k	732.64	View chart
Mastercard Common Stock (MA)	1.0	$5.2M	+93%	11k	481.50	View chart
McKesson Corporation (MCK)	1.0	$5.2M	+268%	9.7k	536.85	View chart
Ishares Msci MF Closed and MF Open (EWY)	0.9	$5.1M	+239103%	77k	67.12	View chart
UnitedHealth (UNH)	0.9	$4.9M	+4%	9.9k	494.72	View chart
Sector Energy MF Closed and MF Open (XLE)	0.9	$4.8M	+446%	51k	94.41	View chart
Spdr Dow MF Closed and MF Open (DIA)	0.8	$4.6M	+5623%	11k	397.76	View chart
Spotify Technology S A SHS (SPOT)	0.8	$4.3M	NEW	16k	263.90	View chart
Alps Alerian MF Closed and MF Open (AMLP)	0.8	$4.2M	+871%	89k	47.46	View chart
Spdr Ser Tr S&p Oilgas Exp (XOP)	0.8	$4.1M	NEW	27k	154.93	View chart
Sector Consumer MF Closed and MF Open (XLP)	0.8	$4.1M	+168%	53k	76.60	View chart
Draftkings Com Cl A (DKNG)	0.7	$4.1M	NEW	89k	45.41	View chart
Ishares Msci Germany Etf (EWG)	0.7	$4.0M	NEW	125k	31.75	View chart
Spdr Ser Tr S&p Ins Etf (KIE)	0.7	$3.6M	NEW	69k	52.07	View chart
Exxon Mobil Common Stock (XOM)	0.7	$3.5M	-3%	31k	116.24	View chart
Wynn Resorts (WYNN)	0.6	$3.5M	NEW	34k	102.23	View chart
Ishares Tr Short Treas Bd (SHV)	0.6	$3.2M	-68%	29k	110.54	View chart
Spdr Ser Tr Portfolio S&p500 (SPLG)	0.6	$3.1M	NEW	50k	61.53	View chart
Home Depot (HD)	0.6	$3.0M	-12%	7.8k	383.62	View chart
Ishares Core MF Closed and MF Open (IVV)	0.5	$2.7M	-3%	5.0k	529.44	View chart
Gildan Activewear Inc Com Cad (GIL)	0.5	$2.6M	NEW	71k	37.13	View chart
Xylem (XYL)	0.5	$2.5M	NEW	20k	129.24	View chart
Ishares Iboxx MF Closed and MF Open (LQD)	0.4	$2.3M	+17%	22k	108.92	View chart
Simplify Exchange Traded Fun Health Care Etf (PINK)	0.4	$2.3M	NEW	75k	30.92	View chart
Overstock (BYON)	0.4	$2.3M	NEW	64k	35.91	View chart
First Tr Exchange-traded First Tr Enh New (FTSM)	0.4	$2.3M	-34%	38k	59.62	View chart
Celsius Hldgs Com New (CELH)	0.4	$2.3M	NEW	27k	82.92	View chart
Fortinet (FTNT)	0.4	$2.2M	NEW	32k	68.31	View chart
Lamb Weston Common Stock (LW)	0.4	$2.2M	+67830%	20k	106.53	View chart
Invesco Pharmaceuticals MF Closed and MF Open (PJP)	0.4	$2.1M	+12919%	26k	80.16	View chart
Eli Lilly Common Stock (LLY)	0.4	$2.0M	+553%	2.6k	777.96	View chart
Clorox Company Common Stock (CLX)	0.4	$2.0M	+11568%	13k	153.11	View chart
Ishares Msci Sweden Etf (EWD)	0.4	$1.9M	NEW	48k	39.96	View chart
Ishares Msci MF Closed and MF Open (USMV)	0.3	$1.9M	-10%	23k	83.58	View chart
Nvidia Corp Common Stock (NVDA)	0.3	$1.9M	-13%	2.1k	903.56	View chart
Sector Healthcare MF Closed and MF Open (XLV)	0.3	$1.9M	+18%	13k	147.73	View chart
General Dynamics Common Stock (GD)	0.3	$1.9M	+32740%	6.6k	282.50	View chart
Vaneck Etf Trust Semiconductr Etf (SMH)	0.3	$1.7M	NEW	7.6k	224.99	View chart
Invesco Exch Traded Fd Tr Ii S&p500 Hdl Vol (SPHD)	0.3	$1.7M	-52%	38k	44.40	View chart
Intl Business Common Stock (IBM)	0.3	$1.7M	-31%	8.7k	190.96	View chart
Metropcs Communications (TMUS)	0.3	$1.6M	+296%	9.7k	163.21	View chart
Sector Technology MF Closed and MF Open (XLK)	0.3	$1.6M	+3833%	7.5k	208.16	View chart
Vanguard Scottsdale Fds Vng Rus2000idx (VTWO)	0.3	$1.5M	NEW	18k	85.06	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.3	$1.5M	+180%	7.2k	210.31	View chart
Pioneer Natural Resources (PXD)	0.3	$1.5M	NEW	5.6k	262.50	View chart
Sherwin Williams Common Stock (SHW)	0.3	$1.4M	-50%	4.1k	347.33	View chart
Vanguard Growth MF Closed and MF Open (VUG)	0.3	$1.4M	+34%	4.1k	344.20	View chart
Hca Holdings (HCA)	0.3	$1.4M	-81%	4.1k	333.53	View chart
First Tr Exchange-traded Smid Risng Etf (SDVY)	0.2	$1.3M	NEW	39k	34.82	View chart
Linde SHS (LIN)	0.2	$1.3M	NEW	2.9k	464.32	View chart
Invesco S&p MF Closed and MF Open (RSP)	0.2	$1.3M	+18%	7.6k	169.37	View chart
Cummins (CMI)	0.2	$1.3M	NEW	4.3k	294.68	View chart
Ishares Tr Expanded Tech (IGV)	0.2	$1.3M	NEW	15k	85.27	View chart
Spdr Ser Tr Ssga Us Lrg Etf (LGLV)	0.2	$1.2M	-2%	7.8k	155.74	View chart
Industrial Select MF Closed and MF Open (XLI)	0.2	$1.2M	+6137%	9.4k	126.17	View chart
Capri Holdings SHS (CPRI)	0.2	$1.1M	+211%	25k	45.30	View chart
Verizon Communications Common Stock (VZ)	0.2	$1.1M		26k	41.96	View chart
At&t Common Stock (T)	0.2	$1.1M	+27%	61k	17.60	View chart
ON Semiconductor (ON)	0.2	$1.0M	NEW	14k	73.55	View chart
Vanguard Dividend MF Closed and MF Open (VIG)	0.2	$1.0M	-25%	5.5k	182.61	View chart
American Electric Common Stock (AEP)	0.2	$1.0M	+4557%	12k	86.10	View chart
Chevron Corp Common Stock (CVX)	0.2	$1.0M	-4%	6.4k	157.74	View chart
Ishares Tr India 50 Etf (INDY)	0.2	$989k	NEW	20k	50.44	View chart
Franklin Templeton Etf Tr Us Low Volatilit (FLLV)	0.2	$983k	NEW	18k	54.66	View chart
Vanguard Bd Index Fds Vanguard Ultra (VUSB)	0.2	$959k	NEW	19k	49.55	View chart
Vanguard High MF Closed and MF Open (VYM)	0.2	$943k	-44%	7.8k	120.99	View chart
Amplify Commodity Trust Breakwave Dry Bu	0.2	$942k	NEW	68k	13.86	View chart
Dominion Energy Common Stock (D)	0.2	$931k	+72746%	19k	49.15	View chart
Procter & Gamble Common Stock (PG)	0.2	$900k	-25%	5.5k	162.25	View chart
Ishares Russell MF Closed and MF Open (IWF)	0.2	$869k	-50%	2.6k	337.05	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.2	$844k	NEW	5.1k	164.35	View chart
Ab Active Etfs Ultra Short Incm (YEAR)	0.2	$817k	NEW	16k	50.52	View chart
Public Service Common Stock (PEG)	0.1	$772k	-25%	12k	66.78	View chart
Ishares Technology MF Closed and MF Open (IYW)	0.1	$759k		5.6k	135.06	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.1	$753k	NEW	8.1k	92.72	View chart
Energy Transfer Com Ut Ltd Ptn (ET)	0.1	$746k	+19%	47k	15.73	View chart
Jpmorgan Chase Common Stock (JPM)	0.1	$733k	-7%	3.7k	200.54	View chart
Vanguard World Mega Cap Index (MGC)	0.1	$708k	NEW	3.8k	186.85	View chart
Vanguard World Inf Tech Etf (VGT)	0.1	$686k	NEW	1.3k	524.33	View chart
Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ)	0.1	$684k	NEW	6.2k	110.04	View chart
Vanguard Total MF Closed and MF Open (VXUS)	0.1	$676k	+7581%	11k	60.30	View chart
Ishares Tr Select Divid Etf (DVY)	0.1	$671k	-6%	5.4k	123.19	View chart
Palo Alto Networks (PANW)	0.1	$669k	NEW	2.4k	284.13	View chart
Merck & Company Common Stock (MRK)	0.1	$667k		5.1k	131.94	View chart
Invesco Db Us Dlr Index Tr Bullish Fd (UUP)	0.1	$649k	-97%	23k	28.37	View chart
Pinterest Cl A (PINS)	0.1	$632k	NEW	18k	34.67	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.1	$631k	NEW	10k	60.74	View chart
Legg Mason Etf Invt Franklin Intl Lw (LVHI)	0.1	$622k	+27%	21k	29.78	View chart
Bellring Brands Common Stock (BRBR)	0.1	$609k	NEW	10k	59.03	View chart
Uber Technologies (UBER)	0.1	$607k	NEW	7.9k	76.99	View chart
Devon Energy Corporation (DVN)	0.1	$573k	+4%	11k	50.18	View chart
Ishares Tr Iboxx Hi Yd Etf (HYG)	0.1	$565k	NEW	7.3k	77.73	View chart
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)	0.1	$561k	+6%	11k	50.10	View chart
First Tr Exchange Traded Consumr Staple (FXG)	0.1	$540k	NEW	7.9k	68.49	View chart
Advanced Micro Devices (AMD)	0.1	$536k	+8%	3.0k	180.47	View chart
Monday SHS (MNDY)	0.1	$529k	NEW	2.3k	225.87	View chart
Ssga Active Etf Tr Ult Sht Trm Bd (ULST)	0.1	$506k	-37%	13k	40.50	View chart
Cleveland-cliffs (CLF)	0.1	$504k		22k	22.74	View chart
Simplify Exchange Traded Fun Simplify Interst (PFIX)	0.1	$498k	NEW	11k	44.80	View chart
First Tr Exchange-traded Senior Ln Fd (FTSL)	0.1	$496k	-3%	11k	46.21	View chart
Cameco Corporation (CCJ)	0.1	$480k	NEW	11k	43.32	View chart
Tesla Common Stock (TSLA)	0.1	$477k	-19%	2.7k	175.79	View chart
Becton Dickinson Common Stock (BDX)	0.1	$477k		1.9k	247.43	View chart
Johnson & Johnson Common Stock (JNJ)	0.1	$475k	-14%	3.0k	158.19	View chart
Roku Com Cl A (ROKU)	0.1	$470k	NEW	7.2k	65.17	View chart
Travelers Companies (TRV)	0.1	$466k		2.0k	230.14	View chart
TJX Companies (TJX)	0.1	$461k	+28%	4.5k	101.41	View chart
New Jersey Resources Corporation (NJR)	0.1	$461k	NEW	11k	42.91	View chart
Kraneshares Trust Quadrtc Int Rt (IVOL)	0.1	$459k	+34%	24k	18.93	View chart
Ge Healthcare Common Stock (GEHC)	0.1	$452k	+2225%	5.0k	90.91	View chart
Franklin Templeton Etf Tr Municipal Grn Bd (FLMB)	0.1	$451k	-16%	19k	23.92	View chart
Vanguard Total MF Closed and MF Open (BNDX)	0.1	$446k	+428%	9.1k	49.19	View chart
Comcast Corp Common Stock (CMCSA)	0.1	$428k	+18%	9.9k	43.35	View chart
Wal-Mart Stores (WMT)	0.1	$411k	+232%	6.8k	60.17	View chart
Bank New York Common Stock (BK)	0.1	$409k	-50%	7.1k	57.62	View chart
Spdr Ser Tr Hlth Cr Equip (XHE)	0.1	$408k	NEW	4.6k	87.94	View chart
Vaneck Etf Trust Gold Miners Etf (GDX)	0.1	$388k	-76%	12k	31.62	View chart
3m Company Common Stock (MMM)	0.1	$376k	+1082%	3.5k	106.07	View chart
Select Utilities MF Closed and MF Open (XLU)	0.1	$370k	-14%	5.6k	65.67	View chart
United Parcel Common Stock (UPS)	0.1	$366k	-9%	2.5k	148.63	View chart
DTE Energy Company (DTE)	0.1	$350k		3.1k	112.13	View chart
United Sts Oil Units (USO)	0.1	$346k	NEW	4.4k	78.73	View chart
Boeing Company Common Stock (BA)	0.1	$338k	+76%	1.8k	192.99	View chart
Walt Disney Common Stock (DIS)	0.1	$338k	+268%	2.8k	122.36	View chart
Ishares Tr 3 7 Yr Treas Bd (IEI)	0.1	$335k	-54%	2.9k	115.80	View chart
Spdr Ser Tr Prtflo S&p500 Hi (SPYD)	0.1	$335k	-7%	8.2k	40.71	View chart
American Water Common Stock (AWK)	0.1	$331k	-89%	2.7k	122.20	View chart
Abbvie Common Stock (ABBV)	0.1	$328k	-6%	1.8k	182.09	View chart
United Sts Nat Gas Unit Par (UNG)	0.1	$326k	NEW	22k	14.57	View chart
Rockwell Automation (ROK)	0.1	$325k	+47%	1.1k	291.29	View chart
Automatic Data Common Stock (ADP)	0.1	$323k	-15%	1.3k	249.74	View chart
Global X Fds Rbtcs Artfl Inte (BOTZ)	0.1	$323k	NEW	10k	31.81	View chart
Wec Energy Common Stock (WEC)	0.1	$313k	-50%	3.8k	82.12	View chart
Select Sector Spdr Tr Rl Est Sel Sec (XLRE)	0.1	$301k	NEW	7.6k	39.53	View chart
Indexiq Active Etf Tr Iq Mackay Intrme (MMIT)	0.1	$299k	NEW	12k	24.39	View chart
Consolidated Edison Common Stock (ED)	0.1	$299k	+17%	3.3k	90.82	View chart
Coca Cola Company Common Stock (KO)	0.1	$299k	-14%	4.9k	61.18	View chart
Foot Locker (FL)	0.1	$298k	NEW	11k	28.50	View chart
Ishares Msci MF Closed and MF Open (EWJ)	0.1	$292k	+13526%	4.1k	71.33	View chart
Fortune Brands (FBIN)	0.1	$285k	NEW	3.4k	84.67	View chart
Wells Fargo Common Stock (WFC)	0.1	$283k	+294%	4.9k	57.96	View chart
Ishares Tr Us Home Cons Etf (ITB)	0.1	$280k	NEW	2.4k	115.77	View chart
Invesco Db Commdy Indx Trck Unit (DBC)	0.1	$276k	NEW	12k	22.97	View chart
Universal Hlth Svcs CL B (UHS)	0.1	$275k	NEW	1.5k	182.48	View chart
Tractor Supply Common Stock (TSCO)	0.0	$262k	-50%	1.0k	261.72	View chart
Morgan Stanley Com New (MS)	0.0	$262k		2.8k	94.16	View chart
Kinder Morgan (KMI)	0.0	$260k	-6%	14k	18.34	View chart
Ishares 7-10yr MF Closed and MF Open (IEF)	0.0	$258k	-93%	2.7k	94.67	View chart
Colgate-Palmolive Company (CL)	0.0	$258k		2.9k	90.06	View chart
Miniso Group Hldg Sponsored Ads (MNSO)	0.0	$249k	NEW	12k	20.50	View chart
Ishares Msci MF Closed and MF Open (EEM)	0.0	$246k	+8983%	6.0k	41.06	View chart
Tenet Healthcare Corp Com New (THC)	0.0	$237k	NEW	2.3k	105.11	View chart
Eversource Energy (ES)	0.0	$233k		3.9k	59.77	View chart
Cisco Systems Common Stock (CSCO)	0.0	$232k	-24%	4.6k	49.91	View chart
Berkshire Hathaway Common Stock (BRK.B)	0.0	$232k	-50%	551.00	420.52	View chart
Constellation Brands Cl A (STZ)	0.0	$220k	NEW	811.00	271.77	View chart
National Presto Industries (NPK)	0.0	$212k	NEW	2.5k	83.80	View chart
Canadian Natural Resources (CNQ)	0.0	$207k	NEW	2.7k	76.32	View chart
AECOM Technology Corporation (ACM)	0.0	$205k	NEW	2.1k	98.08	View chart
Illinois Tool Works (ITW)	0.0	$204k	NEW	760.00	268.33	View chart
Realreal (REAL)	0.0	$197k	NEW	50k	3.91	View chart
BRC Com Cl A (BRCC)	0.0	$195k	NEW	46k	4.28	View chart
Fulton Financial (FULT)	0.0	$185k	NEW	12k	15.89	View chart
Advisorshares Tr Pure Us Cannabis (MSOS)	0.0	$173k	NEW	17k	10.01	View chart
Mcdonalds Corp Common Stock (MCD)	0.0	$164k	-72%	583.00	281.95	View chart
Stryker Corp Common Stock (SYK)	0.0	$158k	-50%	440.00	357.87	View chart
Royal Caribbean Common Stock (RCL)	0.0	$146k	-50%	1.1k	139.01	View chart
Hershey Company Common Stock (HSY)	0.0	$142k	-95%	732.00	194.50	View chart
Western Asst High Incm Opprtnty Fnd (HIO)	0.0	$139k	NEW	36k	3.90	View chart
Soundhound Ai Class A Com (SOUN)	0.0	$115k	NEW	20k	5.89	View chart
Csx Corp Common Stock (CSX)	0.0	$112k	-50%	3.0k	37.07	View chart
Bigbear Ai Hldgs (BBAI)	0.0	$108k	NEW	53k	2.05	View chart
Vanguard S&p MF Closed and MF Open (VOO)	0.0	$106k	-50%	221.00	480.70	View chart
Vanguard Total MF Closed and MF Open (VTI)	0.0	$101k	-50%	389.00	259.90	View chart
Pfizer Common Stock (PFE)	0.0	$97k	-50%	3.5k	27.75	View chart
Vanguard International MF Closed and MF Open (VYMI)	0.0	$92k	-50%	1.3k	68.80	View chart
Sunopta (STKL)	0.0	$89k	+5%	13k	6.87	View chart
Peakstone Realty Common Stock (PKST)	0.0	$86k	-41%	5.3k	16.13	View chart
Intel Corp Common Stock (INTC)	0.0	$77k	-40%	1.7k	44.17	View chart
FS KKR Common Stock (FSK)	0.0	$76k	-43%	4.0k	19.07	View chart
Apple Hospitality Common Stock (APLE)	0.0	$71k	+45%	4.3k	16.38	View chart
Intuitive Surgical Common Stock (ISRG)	0.0	$71k	-50%	178.00	399.09	View chart
Cbiz Common Stock (CBZ)	0.0	$69k	-50%	875.00	78.50	View chart
Purecycle Technologies (PCT)	0.0	$67k	NEW	11k	6.22	View chart
Ss&c Technologies Common Stock (SSNC)	0.0	$64k	-50%	1.0k	64.37	View chart
Vanguard Esg MF Closed and MF Open (ESGV)	0.0	$63k	-50%	680.00	93.19	View chart
Bwx Technologies Common Stock (BWXT)	0.0	$63k	-50%	609.00	102.62	View chart
Vanguard Total MF Closed and MF Open (BND)	0.0	$61k	-62%	845.00	72.63	View chart
Prudential Financial Common Stock (PRU)	0.0	$61k	-50%	522.00	117.40	View chart
General Electric Common Stock (GE)	0.0	$58k	-50%	331.00	175.53	View chart
Packaging Corp Common Stock (PKG)	0.0	$57k	-50%	300.00	189.78	View chart
Occidental Petroleum Common Stock (OXY)	0.0	$56k	-50%	860.00	64.99	View chart
Deere & Co Common Stock (DE)	0.0	$55k	-50%	135.00	410.73	View chart
Duke Energy Common Stock (DUK)	0.0	$55k	-50%	570.00	96.71	View chart
Realty Income Common Stock (O)	0.0	$51k	-50%	950.00	54.10	View chart
Constellation Energy Common Stock (CEG)	0.0	$51k	-50%	277.00	184.85	View chart
Starbucks Corp Common Stock (SBUX)	0.0	$51k	-50%	560.00	91.39	View chart
Hess Corp Common Stock (HES)	0.0	$46k	-50%	300.00	152.64	View chart
Ishares S&p MF Closed and MF Open (IJK)	0.0	$46k	-50%	500.00	91.32	View chart
Nike Common Stock (NKE)	0.0	$44k	-97%	470.00	93.98	View chart
Service Properties Common Stock (SVC)	0.0	$42k	-50%	6.2k	6.78	View chart
Principal Financial Common Stock (PFG)	0.0	$40k	-50%	458.00	86.31	View chart
S&p Global Common Stock (SPGI)	0.0	$38k	-50%	90.00	425.46	View chart
Vanguard Esg MF Closed and MF Open (VSGX)	0.0	$37k	-50%	644.00	57.47	View chart
Paychex Common Stock (PAYX)	0.0	$37k	-50%	298.00	122.80	View chart
Entergy Corp Common Stock (ETR)	0.0	$36k	-50%	344.00	105.68	View chart
Wisdomtree U S MF Closed and MF Open (DLN)	0.0	$36k	-50%	500.00	72.19	View chart
Bank America Common Stock (BAC)	0.0	$35k	-50%	914.00	37.91	View chart
Ishares Expanded MF Closed and MF Open (IGM)	0.0	$35k	+200%	402.00	86.18	View chart
Shell Common Stock (SHEL)	0.0	$33k	-50%	492.00	67.04	View chart
Ishares S&p MF Closed and MF Open (IJS)	0.0	$33k	-50%	317.00	102.76	View chart
First Trust MF Closed and MF Open (QTEC)	0.0	$32k	-50%	170.00	190.68	View chart
Marathon Petroleum Common Stock (MPC)	0.0	$32k	-50%	157.00	201.50	View chart
Ishares Silver Common Stock (SLV)	0.0	$31k	-97%	1.4k	22.75	View chart
Exelon Corp Common Stock (EXC)	0.0	$31k	-50%	832.00	37.57	View chart
Altria Group Common Stock (MO)	0.0	$31k	-50%	705.00	43.62	View chart
Exchange Traded MF Closed and MF Open (ROBO)	0.0	$29k	-50%	502.00	58.64	View chart
Precigen (PGEN)	0.0	$28k	NEW	19k	1.45	View chart
Royal Gold Common Stock (RGLD)	0.0	$27k	-50%	223.00	121.61	View chart
Bristol Myers Common Stock (BMY)	0.0	$27k	-87%	500.00	54.23	View chart

Past Filings by Fortis Group Advisors

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

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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