Fortis Group Advisors, LLC Reduced Holdings in Q4 2024

Fortis Group Advisors, LLC

  • $537 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
UPS
United Parcel Service Inc

Industrials
-6
- 0.24%
$122.65 - $138.35 $736 - $830
2.46K $310M
SVC
Service Properties Trust

Real Estate
-3.87K
- 62.65%
$2.33 - $4.92 $9.01K - $19K
2.3K $5.85M
HEI
Heico Corp

Industrials
-1
- 0.11%
$237.06 - $279.02 $237 - $279
888 $211M
FLMB
Franklin Muni Green Bd ETF

ETFs
-381
- 2.18%
$23.71 - $24.42 $9.03K - $9.3K
17.1K $406M
PEP
Pepsico Inc

Consumer Defensive
-84
- 86.6%
$151.29 - $176.1 $12.7K - $14.8K
13 $1.98M
SSNC
Ss&C Technologies Holdings Inc

Technology
-130
- 13.0%
$69.93 - $77.36 $9.09K - $10.1K
870 $65.9M
GIL
Gildan Activewear Inc.

Consumer Cyclical
-139
- 2.11%
$46.28 - $50.23 $6.43K - $6.98K
6.46K $304M
CIK
Credit Suisse Asset Management Income Fund Inc

Financial Services
-518
- 4.06%
$2.85 - $3.09 $1.48K - $1.6K
12.3K $35.4M
IYG
Ishares Tr

ETFs
-62
- 25.83%
$70.24 - $82.34 $4.35K - $5.11K
178 $13.9M
IGM
Ishares Expanded Tech Sector E

ETFs
-48
- 11.94%
$94.19 - $106.95 $4.52K - $5.13K
354 $36.1M
UAL
United Airlines Holdings, Inc.

Industrials
-21
- 14.79%
$55.62 - $102.44 $1.17K - $2.15K
121 $11.7M
PLBY
Plby Group, Inc.

Consumer Cyclical
-127
- 1.03%
$0.68 - $1.88 $86.4 - $239
12.2K $17.8M
ADP
Automatic Data Processing Inc

Industrials
-25
- 1.9%
$280.08 - $307.97 $7K - $7.7K
1.29K $379M
MA
Mastercard Inc

Financial Services
-112
- 3.06%
$491.3 - $536.15 $55K - $60K
3.54K $1.87B
SOUN
Soundhound Ai, Inc.

Technology
-12.6K
- 52.71%
$4.51 - $24.23 $56.9K - $306K
11.3K $224M
Invesco Galaxy Bitcoin ETF
-255
- 2.95%
N/A
8.39K $783M
FTNT
Fortinet, Inc.

Technology
-500
- 2.04%
$76.49 - $99.21 $38.2K - $49.6K
24.1K $2.27B
SPOT
Spotify Technology S.A.

Communication Services
-99
- 1.8%
$362.95 - $502.38 $35.9K - $49.7K
5.39K $2.41B
CRWD
Crowd Strike Holdings, Inc.

Technology
-13
- 0.11%
$275.15 - $388.2 $3.58K - $5.05K
12.1K $4.13B
AAPL
Apple Inc.

Technology
-1.51K
- 2.16%
$221.69 - $259.02 $334K - $390K
68.2K $17.1B
AMZN
Amazon Com Inc

Consumer Cyclical
-2.23K
- 4.95%
$180.88 - $232.93 $402K - $518K
42.8K $9.38B
Activity Summary
Buys All Purchases 126 New Holdings 33 Increased Positions 93 Sells All Sells 72 Reductions 72 Sold out 0 Options Calls 0 Puts 0
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