Fortis Group Advisors, LLC Incresed Positions in Q3 2025

Fortis Group Advisors, LLC

  • $581 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
PKW
Invesco Exchange Traded Fd Tr

ETFs
231
+ 1.18%
$123.59 - $132.83 $28.5K - $30.7K
19.9K $2.58B
Series Portfolios Tr
4.47K
+ 16.03%
N/A
32.4K $828M
MGK
Vanguard Mega Cap Growth ETF

ETFs
50
+ 2.21%
$362.31 - $405.74 $18.1K - $20.3K
2.31K $974M
WMT
Walmart Inc.

Consumer Defensive
520
+ 3.1%
$94.4 - $104.27 $49.1K - $54.2K
17.3K $1.75B
EEM
Ishares Msci Emerging Markets

ETFs
699
+ 7.67%
$48.07 - $53.4 $33.6K - $37.3K
9.81K $543M
HIO
Western Asset High Income Opportunity Fund Inc.

Financial Services
26.9K
+ 14.23%
$3.81 - $4.04 $102K - $109K
216K $832M
Ishares Bitcoin Trust ETF
1.44K
+ 43.86%
N/A
4.72K $294M
VO
Vanguard Mid Cap ETF

ETFs
115
+ 1.38%
$279.83 - $293.74 $32.2K - $33.8K
8.47K $2.46B
HD
Home Depot, Inc.

Consumer Cyclical
16
+ 0.28%
$357.4 - $423.42 $5.72K - $6.77K
5.69K $2.16B
LVHI
Franklin International Low Vol

ETFs
730
+ 3.26%
$32.69 - $35.19 $23.9K - $25.7K
23.1K $818M
CEG
Constellation Energy Corp

Utilities
175
+ 63.18%
$298.82 - $354.89 $52.3K - $62.1K
452 $149M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
95
+ 6.99%
$459.11 - $506.91 $43.6K - $48.2K
1.46K $709M
SDVY
First Tr ETF Vi Smid Cap Risin

ETFs
1.34K
+ 19.71%
$35.42 - $38.65 $47.5K - $51.9K
8.15K $304M
JEPI
J P Morgan Exchange Traded Fd

ETFs
888
+ 7.48%
$55.61 - $57.37 $49.4K - $50.9K
12.8K $726M
PWR
Quanta Services, Inc.

Industrials
13
+ 2.12%
$372.29 - $421.68 $4.84K - $5.48K
626 $281M
NBDS
Neuberger Berman ETF Tr Disrup

ETFs
96
+ 1.45%
$33.49 - $36.58 $3.22K - $3.51K
6.72K $259M
GS
Goldman Sachs Group Inc

Financial Services
13
+ 4.68%
$696.56 - $806.32 $9.06K - $10.5K
291 $229M
EXC
Exelon Corp

Utilities
527
+ 63.34%
$42.73 - $45.54 $22.5K - $24K
1.36K $61.2M
Vanguard Wellington Fd
218
+ 10.23%
N/A
2.35K $239M
First Tr Exchange Traded Fd
660
+ 5.53%
N/A
12.6K $255M
TRV
Travelers Companies, Inc.

Financial Services
8
+ 0.38%
$250.62 - $279.43 $2K - $2.24K
2.09K $560M
SRLN
Ssga Active Trust

ETFs
487
+ 4.53%
$41.28 - $41.65 $20.1K - $20.3K
11.2K $467M
FLMB
Franklin Muni Green Bd ETF

ETFs
6
+ 0.05%
$22.6 - $23.68 $136 - $142
11.3K $270M
BBAI
Big Bear.Ai Holdings, Inc.

Technology
255
+ 1.45%
$4.73 - $8.22 $1.21K - $2.1K
17.8K $123M
MSFT
Microsoft Corp

Technology
227
+ 2.31%
$491.09 - $535.64 $111K - $122K
10.1K $5.21B
DVN
Devon Energy Corp

Energy
458
+ 7.51%
$31.75 - $36.99 $14.5K - $16.9K
6.56K $213M
GTO
Invesco Actively Managed ETF T

ETFs
37
+ 0.63%
$46.43 - $47.91 $1.72K - $1.77K
5.94K $283M
SCCO
Southern Copper Corp

Basic Materials
1
+ 0.65%
$90.54 - $121.36 $90.5 - $121
155 $18.8M
KEYS
Keysight Technologies, Inc.

Technology
4
+ 133.33%
$158.51 - $178.15 $634 - $713
7 $1.22M
CIK
Credit Suisse Asset Management Income Fund Inc

Financial Services
23
+ 0.19%
$2.93 - $3.01 $67.4 - $69.2
12.3K $35.4M
Invesco Galaxy Bitcoin ETF
566
+ 4.84%
N/A
12.3K $1.34B
AWK
American Water Works Company, Inc.

Utilities
7
+ 0.28%
$135.05 - $147.0 $945 - $1.03K
2.51K $322M
T
At&T Inc.

Communication Services
422
+ 0.56%
$26.94 - $29.62 $11.4K - $12.5K
75.4K $1.9B
PCT
Pure Cycle Technologies, Inc.

Industrials
538
+ 0.42%
$12.21 - $16.92 $6.57K - $9.1K
129K $1.49B
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
3.12K
+ 2.26%
$46.51 - $50.07 $145K - $156K
141K $6.58B
Activity Summary
Buys All Purchases 128 New Holdings 42 Increased Positions 86 Sells All Sells 108 Reductions 108 Sold out 0 Options Calls 0 Puts 0
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