Fortis Group Advisors, LLC

data from 30/09/2025

Capitalization

$ 580.659 M 5.47 %

Average holding period

7 ans

Performance

$ 112.160 M 22.57 %

Capitalization

Portfolio size

Portfolio performance

Portfolio performance %

Performance compared to S&P 500 (%)

Stock in Fortis Group Advisors, LLC

Date Ticket Name Weight Capitalization Share number First added Performance ($) Performance (%)
2025/09/30 BIL SPDR SERIES TRUST 5.99% 34.806 M $ 379311 2023/03/31 8.312 K $ 0.02 %
2025/09/30 QQQ INVESCO QQQ 5.06% 29.396 M $ 46733 2023/03/31 2.303 M $ 8.62 %
2025/09/30 SPMO INVESCO EXCH TRADED FD TR II 4.83% 28.053 M $ 230510 2024/03/31 1.881 M $ 7.43 %
2025/09/30 QQQM INVESCO EXCH TRADED FD TR II 3.83% 22.268 M $ 85988 2024/06/30 1.780 M $ 8.61 %
2025/09/30 SPLG SPDR PORTFOLIO 3.31% 19.202 M $ 239311 2024/03/31 1.468 M $ 7.60 %
2025/09/30 SPY SPDR S&P 2.80% 16.252 M $ 23917 2023/03/31 1.169 M $ 7.67 %
2025/09/30 AAPL APPLE INC 2.64% 15.320 M $ 56901 2023/03/31 2.716 M $ 23.85 %
2025/09/30 GLD SPDR GOLD 2.34% 13.600 M $ 36967 2023/03/31 1.828 M $ 16.71 %
2025/09/30 SPYG SPDR SERIES TRUST 2.00% 11.606 M $ 107405 2025/03/31 881.835 K $ 9.32 %
2025/09/30 BILS SPDR SERIES TRUST 1.84% 10.671 M $ 107225 2023/12/31 11.138 K $ 0.09 %
2025/09/30 TLT ISHARES 20 1.57% 9.098 M $ 100765 2023/03/31 66.572 K $ 1.29 %
2025/09/30 IWO ISHARES RUSSELL 1.55% 8.985 M $ 27172 2023/09/30 525.107 K $ 11.78 %
2025/09/30 GOOGL ALPHABET INC 1.51% 8.771 M $ 31224 2023/03/31 2.364 M $ 34.85 %
2025/09/30 AMZN AMAZON COM 1.51% 8.757 M $ 35926 2023/03/31 6.525 K $ 0.08 %
2025/09/30 IWM ISHARES TR 1.35% 7.825 M $ 31779 2023/03/31 666.000 K $ 11.93 %
2025/09/30 RSP INVESCO S&P 1.27% 7.391 M $ 39327 2023/03/31 348.536 K $ 4.33 %
2025/09/30 TCAF T ROWE PRICE ETF INC 1.25% 7.235 M $ 187399 2024/03/31 462.082 K $ 6.60 %
2025/09/30 AMLP ALERIAN MLP 1.13% 6.577 M $ 141017 2023/03/31 -266.143 K $ -3.85 %
2025/09/30 JAAA JANUS DETROIT STR TR 1.06% 6.128 M $ 120766 2024/12/31 3.157 K $ 0.06 %
2025/09/30 SPHD INVESCO EXCH TRADED FD TR II 1.01% 5.854 M $ 123715 2023/03/31 237.705 K $ 3.96 %
2025/09/30 NVDA NVIDIA CORP 0.99% 5.732 M $ 28643 2023/03/31 821.019 K $ 16.35 %
2025/09/30 PLTR PALANTIR TECHNOLOGIES 0.96% 5.598 M $ 27990 2024/03/31 1.771 M $ 29.17 %
2025/09/30 SGOV ISHARES TR 0.96% 5.581 M $ 55414 2023/03/31 611.000 $ 0.01 %
2025/09/30 IVV ISHARES CORE 0.90% 5.226 M $ 7629 2023/03/31 372.631 K $ 7.63 %
2025/09/30 MSFT MICROSOFT CORP 0.90% 5.208 M $ 10058 2023/03/31 201.928 K $ 3.88 %
2025/09/30 DIA SPDR DOW 0.85% 4.954 M $ 10418 2023/06/30 223.649 K $ 5.23 %
2025/09/30 HIMS HIMS & HERS HEALTH INC 0.82% 4.789 M $ 105335 2025/03/31 385.613 K $ 10.38 %
2025/09/30 VUG VANGUARD GROWTH 0.80% 4.628 M $ 9279 2023/03/31 327.083 K $ 9.06 %
2025/09/30 XLG INVESCO EXCHANGE TRADED FD T 0.78% 4.537 M $ 75735 2024/03/31 407.524 K $ 10.06 %
2025/09/30 SLV ISHARES SILVER 0.77% 4.457 M $ 101313 2023/03/31 13.173 K $ 29.14 %
2025/09/30 VGK VANGUARD INTL EQUITY INDEX F 0.76% 4.428 M $ 55145 2024/09/30 149.962 K $ 3.04 %
2025/09/30 SPHQ INVESCO EXCHANGE TRADED FD T 0.75% 4.365 M $ 58941 2024/12/31 81.112 K $ 2.84 %
2025/09/30 IAU ISHARES GOLD TR 0.74% 4.292 M $ 56932 2023/03/31 800.237 K $ 16.79 %
2025/09/30 MAGS LISTED FDS TR 0.74% 4.291 M $ 63146 2024/06/30 579.409 K $ 16.03 %
2025/09/30 AAAU GOLDMAN SACHS PHYSICAL GOLD 0.72% 4.186 M $ 106022 2024/09/30 583.059 K $ 16.74 %
2025/09/30 NET CLOUDFLARE INC 0.70% 4.071 M $ 16097 2023/09/30 313.685 K $ 9.04 %
2025/09/30 META META PLATFORMS 0.68% 3.945 M $ 6068 2023/03/31 -16.335 K $ -0.48 %
2025/09/30 MTUM ISHARES TR 0.68% 3.935 M $ 15480 2025/06/30 474.996 K $ 6.68 %
2025/09/30 XOM EXXON MOBIL 0.67% 3.883 M $ 34038 2023/03/31 173.839 K $ 4.46 %
2025/09/30 SOFI SOFI TECHNOLOGIES INC 0.67% 3.883 M $ 130817 2025/06/30 553.329 K $ 36.36 %
2025/09/30 NKE NIKE INC 0.67% 3.873 M $ 59929 2023/03/31 -14.247 K $ -1.76 %
2025/09/30 SPYI NEOS ETF TRUST 0.66% 3.808 M $ 72113 2025/09/30 0.000 $ 0.00 %
2025/09/30 USDU WISDOMTREE TR 0.63% 3.676 M $ 136304 2025/09/30 0.000 $ 0.00 %
2025/09/30 JBBB JANUS DETROIT STR TR 0.63% 3.651 M $ 75752 2025/03/31 -1.706 K $ -0.08 %
2025/09/30 XLRE SELECT SECTOR SPDR TR 0.62% 3.575 M $ 87414 2024/03/31 125.653 K $ 1.71 %
2025/09/30 PALL ABRDN PALLADIUM ETF TRUST 0.61% 3.514 M $ 26689 2025/09/30 0.000 $ 0.00 %
2025/09/30 XLV HEALTHCARE SELECT 0.60% 3.476 M $ 24100 2023/03/31 543.000 $ 3.25 %
2025/09/30 V VISA INC 0.56% 3.231 M $ 9480 2023/03/31 -182.644 K $ -3.95 %
2025/09/30 FDL FIRST TR EXCHANGE-TRADED FD 0.56% 3.226 M $ 75445 2024/06/30 120.334 K $ 3.64 %
2025/09/30 GDX VANECK ETF TRUST 0.53% 3.103 M $ 43067 2025/06/30 371.233 K $ 47.13 %
2025/09/30 IWN ISHARES TR 0.53% 3.093 M $ 17462 2024/09/30 225.494 K $ 11.88 %
2025/09/30 USFR WISDOMTREE TR 0.53% 3.076 M $ 61184 2023/03/31 -3.529 K $ -0.08 %
2025/09/30 UNH UNITEDHEALTH GROUP INC 0.51% 2.978 M $ 8719 2023/03/31 285.371 K $ 13.36 %
2025/09/30 JGRO J P MORGAN EXCHANGE TRADED F 0.48% 2.781 M $ 28848 2024/12/31 135.252 K $ 8.69 %
2025/09/30 LLY ELI LILLY 0.46% 2.682 M $ 3131 2023/09/30 -38.845 K $ -2.22 %
2025/09/30 TSLA TESLA INC 0.46% 2.676 M $ 5874 2023/03/31 556.141 K $ 41.08 %
2025/09/30 TBIL RBB FD INC 0.46% 2.670 M $ 53379 2024/03/31 0.000 $ 0.00 %
2025/09/30 XLC SELECT SECTOR SPDR TR 0.46% 2.652 M $ 23097 2024/03/31 227.146 K $ 9.16 %
2025/09/30 PKW INVESCO EXCHANGE TRADED FD T 0.44% 2.578 M $ 19878 2025/06/30 174.465 K $ 7.11 %
2025/09/30 IBM INTL BUSINESS 0.44% 2.573 M $ 8688 2023/03/31 -109.339 K $ -4.64 %
2025/09/30 JD JD.COM INC 0.43% 2.468 M $ 74706 2025/09/30 0.000 $ 0.00 %
2025/09/30 VO VANGUARD INDEX FDS 0.42% 2.464 M $ 8471 2024/06/30 116.231 K $ 4.86 %
2025/09/30 JPM JPMORGAN CHASE 0.42% 2.456 M $ 7882 2023/03/31 162.766 K $ 8.62 %
2025/09/30 LRCX LAM RESEARCH 0.42% 2.448 M $ 15571 2024/12/31 578.781 K $ 38.54 %
2025/09/30 MO ALTRIA GROUP 0.41% 2.372 M $ 41920 2023/09/30 321.236 K $ 12.01 %
2025/09/30 SHOP SHOPIFY INC 0.38% 2.199 M $ 12661 2023/09/30 422.501 K $ 27.22 %
2025/09/30 HD HOME DEPOT INC 0.37% 2.158 M $ 5685 2023/03/31 218.539 K $ 10.49 %
2025/09/30 NLR VANECK ETF TRUST 0.37% 2.156 M $ 13902 2025/09/30 0.000 $ 0.00 %
2025/09/30 AVGO BROADCOM INC 0.36% 2.097 M $ 5672 2025/06/30 311.615 K $ 18.47 %
2025/09/30 BABA ALIBABA GROUP 0.34% 1.977 M $ 11596 2023/09/30 1.101 M $ 54.15 %
2025/09/30 VIG VANGUARD DIVIDEND 0.34% 1.960 M $ 9036 2023/03/31 102.259 K $ 5.40 %
2025/09/30 T AT&T INC 0.33% 1.896 M $ 75396 2023/03/31 -52.481 K $ -2.54 %
2025/09/30 OSCR OSCAR HEALTH INC 0.32% 1.869 M $ 103822 2025/06/30 -393.121 K $ -17.86 %
2025/09/30 IOO ISHARES TR 0.31% 1.789 M $ 14192 2024/09/30 181.536 K $ 10.93 %
2025/09/30 REMX VANECK ETF TRUST 0.31% 1.772 M $ 25134 2025/03/31 0.000 $ 0.00 %
2025/09/30 XLI INDUSTRIAL SELECT 0.30% 1.768 M $ 11402 2023/09/30 88.343 K $ 4.41 %
2025/09/30 WMT WALMART INC 0.30% 1.748 M $ 17272 2023/03/31 88.450 K $ 5.39 %
2025/09/30 USMV ISHARES MSCI 0.30% 1.741 M $ 18663 2023/03/31 24.400 K $ 1.37 %
2025/09/30 GVAL CAMBRIA ETF TR 0.30% 1.738 M $ 58080 2025/09/30 0.000 $ 0.00 %
2025/09/30 IVOL KRANESHARES TRUST 0.29% 1.702 M $ 88562 2023/03/31 -28.905 K $ -1.46 %
2025/09/30 UPS UNITED PARCEL 0.28% 1.634 M $ 16985 2023/03/31 -4.352 K $ -17.25 %
2025/09/30 COST COSTCO WHOLESALE 0.27% 1.593 M $ 1747 2023/03/31 -117.365 K $ -6.84 %
2025/09/30 WDC WESTERN DIGITAL 0.27% 1.591 M $ 10592 2023/09/30 168.000 $ 87.61 %
2025/09/30 MA MASTERCARD INC 0.27% 1.561 M $ 2828 2023/03/31 20.197 K $ 1.21 %
2025/09/30 PYPL PAYPAL HLDGS INC 0.27% 1.560 M $ 22519 2025/09/30 0.000 $ 0.00 %
2025/09/30 PEP PEPSICO INC 0.26% 1.505 M $ 10301 2023/09/30 386.000 $ 6.36 %
2025/09/30 QTUM ETF SER SOLUTIONS 0.26% 1.503 M $ 13058 2025/09/30 0.000 $ 0.00 %
2025/09/30 PCT PURECYCLE TECHNOLOGIES INC 0.26% 1.490 M $ 128678 2024/03/31 -70.476 K $ -4.10 %
2025/09/30 BOTZ GLOBAL X FDS 0.25% 1.474 M $ 38976 2025/09/30 0.000 $ 0.00 %
2025/09/30 PFF ISHARES PFD 0.25% 1.473 M $ 47173 2023/09/30 38.368 K $ 3.01 %
2025/09/30 NFLX NETFLIX INC 0.25% 1.458 M $ 1303 2023/09/30 -189.423 K $ -12.09 %
2025/09/30 NEBIUS GROUP N.V. 0.25% 1.447 M $ 11062 2025/09/30 0.000 $ 0.00 %
2025/09/30 SHW SHERWIN WILLIAMS 0.25% 1.435 M $ 4143 2023/09/30 12.014 K $ 0.84 %
2025/09/30 MUSI AMERICAN CENTY ETF TR 0.25% 1.431 M $ 32231 2024/09/30 17.714 K $ 0.78 %
2025/09/30 IJH ISHARES TR 0.24% 1.416 M $ 21807 2024/03/31 71.315 K $ 5.14 %
2025/09/30 CPRI CAPRI HOLDINGS LIMITED 0.24% 1.407 M $ 67792 2023/03/31 43.829 K $ 12.20 %
2025/09/30 SPOT SPOTIFY TECHNOLOGY S A 0.24% 1.391 M $ 2122 2024/03/31 -328.602 K $ -11.07 %
2025/09/30 FYBR FRONTIER COMMUNICATIONS PARE 0.23% 1.350 M $ 35751 2025/09/30 0.000 $ 0.00 %
2025/09/30 BTCO INVESCO GALAXY BITCOIN ETF 0.23% 1.341 M $ 12255 2024/09/30 -28.638 K $ -2.10 %
2025/09/30 COIN COINBASE GLOBAL INC 0.23% 1.336 M $ 3887 2024/12/31 -50.856 K $ -3.44 %