Fortis Group Advisors, LLC Portfolio Holdings
Fortis Group Advisors, LLC
- $581 Billion
- Q3 2025
Fortis Group Advisors, LLC has filed its 13F form on November 07, 2025 for Q3 2025 where it was disclosed a total value porftolio of $581 Billion distributed in 608 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Spdr Bloomberg 1 3 Month T Bil with a value of $34.8B, Invesco Qqq Trust, Series 1 with a value of $29.4B, Invesco ETF Tr Ii S&P 500 Mome with a value of $28.1B, Invesco Exchange Traded Fd Tr with a value of $22.3B, and Spdr Portfolio S&P 500 ETF (Ma with a value of $19.2B.
Examining the 13F form we can see an increase of $30.1B in the current position value, from $551B to 581B.
Fortis Group Advisors, LLC is based out at Westwood, NJ
Below you can find more details about Fortis Group Advisors, LLC portfolio as well as his latest detailed transactions.
Stock Holdings Table
Summary
- Portfolio
- No. of Stocks 608
- Current Value $581 Billion
- Prior Value $551 Billion
- Filing
- Period Q3 2025
- Filing Date November 07, 2025
- Form Type 13F-HR
- Activity in Q3 2025
- New Purchases 42 stocks
- Additional Purchases 86 stocks
- Sold out of 0 stocks
- Reduced holdings in 108 stocks