Institutions / Fortis Group Advisors, LLC

Fortis Group Advisors, LLC

CIK 1815183 · Institution · as of Dec 31, 2025
Portfolio value
$596.19M
Positions
577
As of
Dec 31, 2025

Top holdings

Dec 31, 2025View all 577 →
CompanyClassValueShares% of portfolio
Invesco Qqq Tr$27.55M44,3004.6%
SPDR Series Trust$25.61M279,4374.3%
SPDR Gold Tr$16.15M36,3652.7%
Invesco Exch Traded Fd Tr II$16.14M134,6552.7%
Apple Inc.$14.86M57,0552.5%
SPDR S&P 500 ETF Tr$14.79M21,4282.5%
iShares Tr$14.69M43,6772.5%
Invesco Exch Traded Fd Tr II$12.88M50,2852.2%
State Street$12.63M155,2032.1%
SPDR Series Trust$11.78M109,8632.0%
Alphabet Inc.$10.38M30,7181.7%
Amazon.com Inc$8.86M37,0341.5%
Invesco S&P$8.63M43,5751.4%
iShares Silver Tr$8.26M109,6261.4%
Alps ETF Tr$7.16M143,0441.2%
SPDR Series Trust$6.61M66,4511.1%
Invesco Exch Traded Fd Tr II$6.35M126,3371.1%
Janus Detroit Str Tr$6.09M120,1941.0%
iShares Gold Tr$5.80M63,6261.0%
NVIDIA Corp$5.60M29,3890.9%
iShares Tr$5.10M7,3410.9%
SPDR Dow Jones Indl Average$5.07M10,3620.8%
Goldman Sachs Physical Gold$5.03M105,0610.8%
Microsoft Corp$4.91M11,2450.8%
Meta Platforms Inc$4.91M6,8600.8%

Activity

Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.
No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.