Fortis Group Advisors, LLC Sells in Q3 2025

Fortis Group Advisors, LLC

  • $581 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
KHC
Kraft Heinz CO

Consumer Defensive
-2.4K
- 16.93%
$25.63 - $28.94 $61.5K - $69.5K
11.8K $291M
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
-795
- 15.11%
$117.65 - $120.08 $93.5K - $95.5K
4.47K $535M
VZ
Verizon Communications Inc

Communication Services
-1.01K
- 5.1%
$40.84 - $45.06 $41.4K - $45.6K
18.8K $768M
DNP
Dnp Select Income Fund Inc

Financial Services
-10.7K
- 15.32%
$9.65 - $10.02 $104K - $108K
59.4K $604M
FDL
First Tr Morningstar Dividend

ETFs
-2.69K
- 3.45%
$41.96 - $44.59 $113K - $120K
75.4K $3.23B
PEG
Public Service Enterprise Group Inc

Utilities
-81
- 0.82%
$79.99 - $90.14 $6.48K - $7.3K
9.85K $802M
FE
Firstenergy Corp

Utilities
-2.2K
- 22.0%
$39.76 - $45.82 $87.6K - $101K
7.82K $358M
O
Realty Income Corp

Real Estate
-1.48K
- 16.08%
$56.13 - $60.79 $83.1K - $90K
7.73K $451M
BABA
Alibaba Group Holding LTD

Consumer Cyclical
-5.25K
- 31.17%
$103.83 - $179.9 $545K - $945K
11.6K $1.98B
Invesco Actively Managed Exc
-2.04K
- 6.25%
N/A
30.5K $781M
IGV
Ishares Expanded Tech Software

ETFs
-660
- 7.42%
$105.96 - $117.79 $69.9K - $77.7K
8.23K $951M
PG
Procter & Gamble CO

Consumer Defensive
-267
- 4.26%
$150.47 - $161.22 $40.2K - $43K
6K $903M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
-550
- 2.86%
$92.18 - $95.14 $50.7K - $52.3K
18.7K $1.74B
MMM
3 M CO

Industrials
-614
- 15.82%
$144.41 - $160.2 $88.7K - $98.4K
3.27K $542M
J P Morgan Exchange Traded F
-924
- 7.8%
N/A
10.9K $717M
XOM
Exxon Mobil Corp

Energy
-1.08K
- 3.08%
$105.83 - $117.22 $114K - $127K
34K $3.88B
KO
Coca Cola CO

Consumer Defensive
-269
- 3.18%
$65.67 - $71.67 $17.7K - $19.3K
8.19K $563M
TAXF
American Centy ETF Tr Diversif

ETFs
-417
- 8.12%
$48.42 - $50.27 $20.2K - $21K
4.72K $239M
Peakstone Realty
-571
- 8.13%
N/A
6.45K $84.6M
DOW
Dow Inc.

Basic Materials
-70
- 31.39%
$20.87 - $30.37 $1.46K - $2.13K
153 $3.51M
HFXI
Indexiq Iq 50 Percent Hedged F

ETFs
-2.82K
- 8.17%
$29.19 - $31.2 $82.2K - $87.9K
31.7K $1.01B
CMI
Cummins Inc

Industrials
-8
- 33.33%
$327.85 - $426.39 $2.62K - $3.41K
16 $6.76M
FAST
Fastenal CO

Industrials
-64
- 17.11%
$42.47 - $50.39 $2.72K - $3.22K
310 $15.2M
HYG
Ishares Tr

ETFs
-18
- 0.66%
$79.85 - $81.32 $1.44K - $1.46K
2.71K $219M
Pimco ETF Tr
-323
- 1.0%
N/A
31.9K $857M
WBD
Warner Bros. Discovery, Inc.

Communication Services
-477
- 23.1%
$10.78 - $19.82 $5.14K - $9.45K
1.59K $31M
QMOM
Ea Ser Tr Momentumshares U S Q

ETFs
-81
- 2.03%
$61.99 - $65.47 $5.02K - $5.3K
3.9K $263M
CVX
Chevron Corp

Energy
-236
- 3.48%
$145.57 - $161.83 $34.4K - $38.2K
6.54K $1.03B
FLLV
Franklin Templeton ETF Tr
-361
- 2.19%
N/A
16.1K $953M
SYM
Symbotic Inc.

Financial Services
-2.29K
- 30.96%
$39.68 - $63.21 $90.7K - $144K
5.1K $413M
MRK
Merck & Co., Inc.

Healthcare
-175
- 3.58%
$77.6 - $87.37 $13.6K - $15.3K
4.71K $405M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-204
- 0.93%
$62.09 - $66.51 $12.7K - $13.6K
21.8K $1.42B
BK
Bank Of New York Mellon Corp

Financial Services
-740
- 11.95%
$90.65 - $109.75 $67.1K - $81.2K
5.46K $594M
Tko Group Holdings Inc
-39
- 2.0%
N/A
1.92K $361M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
-36
- 0.32%
$52.12 - $55.33 $1.88K - $1.99K
11.4K $636M
HOOD
Robinhood Markets, Inc.

Technology
-595
- 20.74%
$91.27 - $143.18 $54.3K - $85.2K
2.27K $334M
VIG
Vanguard Dividend Appreciation

ETFs
-160
- 1.74%
N/A
9.04K $1.96B
Barrick Mng Corp
-1.5K
- 15.06%
N/A
8.47K $278M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-237
- 1.05%
$39.8 - $42.86 $9.43K - $10.2K
22.4K $976M
CCJ
Cameco Corp

Energy
-42
- 1.42%
$70.47 - $86.89 $2.96K - $3.65K
2.93K $299M
IOO
Ishares Tr Global 100 ETF

ETFs
-688
- 4.62%
$107.55 - $120.01 $74K - $82.6K
14.2K $1.79B
AMD
Advanced Micro Devices Inc

Technology
-34
- 1.85%
$134.8 - $184.42 $4.58K - $6.27K
1.8K $461M
IYW
Ishares Dj Us Tech ETF

ETFs
-12
- 0.22%
$171.38 - $197.01 $2.06K - $2.36K
5.4K $1.12B
T Rowe Price ETF Inc
-3.54K
- 1.86%
N/A
187K $7.24B
AMZN
Amazon Com Inc

Consumer Cyclical
-326
- 0.9%
$211.65 - $238.24 $69K - $77.7K
35.9K $8.76B
IVV
Ishares Core S&P 500 ETF

ETFs
-70
- 0.91%
$620.67 - $670.08 $43.4K - $46.9K
7.63K $5.23B
LMND
Lemonade, Inc.

Financial Services
-1.38K
- 6.6%
$36.28 - $60.96 $49.9K - $83.8K
19.5K $1.17B
AVGO
Broadcom Inc.

Technology
-71
- 1.24%
$264.74 - $369.57 $18.8K - $26.2K
5.67K $2.1B
NET
Cloudflare, Inc.

Technology
-624
- 3.73%
$181.39 - $228.28 $113K - $142K
16.1K $4.07B
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
Track This Portfolio

Track Fortis Group Advisors, LLC Portfolio

Follow Fortis Group Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Fortis Group Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Fortis Group Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email