Fortis Advisors, LLC Reduced Holdings in Q3 2025

Fortis Advisors, LLC

  • $142 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
BSV
Vanguard Bd Index Fd Inc Short

ETFs
-53.8K
- 37.3%
$78.11 - $79.07 $4.2M - $4.26M
90.5K $7.14M
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
-18.3K
- 28.86%
$55.15 - $58.11 $1.01M - $1.06M
45.1K $2.59M
VFVA
Vanguard Wellington Fd U S Val

ETFs
-8.06K
- 55.6%
$116.21 - $129.7 $937K - $1.05M
6.44K $820K
VHT
Vanguard Health Care ETF

ETFs
-2.5K
- 51.49%
$239.12 - $259.95 $598K - $650K
2.36K $611K
VIG
Vanguard Dividend Appreciation

ETFs
-2.85K
- 9.88%
N/A
26K $4.73M
MLPX
Global X Mlp & Energy Infrastr

ETFs
-7.94K
- 8.86%
$59.5 - $62.99 $473K - $500K
81.7K $5.13M
QUAL
Ishares Msci Usa Quality Facto

ETFs
-2.38K
- 61.8%
$182.33 - $194.5 $434K - $463K
1.47K $286K
TOTL
Ssga Active ETF Tr Spdr Doblel

ETFs
-7.95K
- 12.92%
$39.58 - $40.74 $315K - $324K
53.6K $2.17M
UPS
United Parcel Service Inc

Industrials
-1.48K
- 21.47%
$82.58 - $105.54 $122K - $157K
5.43K $453K
DIS
Walt Disney CO

Communication Services
-1.3K
- 25.89%
$112.25 - $124.0 $146K - $161K
3.72K $426K
AL
Air Lease Corp

Industrials
-3.5K
- 30.63%
$54.35 - $64.28 $190K - $225K
7.93K $504K
AMZN
Amazon Com Inc

Consumer Cyclical
-650
- 8.09%
$211.65 - $238.24 $138K - $155K
7.39K $1.62M
GLDM
World Gold Trust

ETFs
-13.3K
- 16.41%
$64.73 - $76.45 $859K - $1.01M
67.6K $5.17M
EFV
Msci Eafe Value ETF

ETFs
-2.15K
- 40.03%
$62.79 - $68.42 $135K - $147K
3.22K $218K
FCX
Freeport Mcmoran Inc

Basic Materials
-1.6K
- 11.7%
$35.34 - $47.21 $56.5K - $75.5K
12.1K $473K
DGRO
Ishares Core Dividend Growth E

ETFs
-1.94K
- 27.0%
$64.12 - $68.08 $125K - $132K
5.26K $357K
EOG
Eog Resources Inc

Energy
-600
- 22.43%
$112.12 - $126.1 $67.3K - $75.7K
2.08K $232K
V
Visa Inc.

Financial Services
-140
- 10.04%
$332.09 - $358.86 $46.5K - $50.2K
1.26K $428K
SOFI
So Fi Technologies, Inc.

Financial Services
-11.8K
- 37.7%
$17.64 - $29.81 $208K - $352K
19.5K $515K
STIP
Ishares Barclays 0 5 Year Tips

ETFs
-635
- 2.5%
$102.4 - $103.88 $65K - $66K
24.8K $2.56M
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
-7.5K
- 7.22%
$62.54 - $68.42 $469K - $513K
96.3K $6.5M
BWA
Borgwarner Inc

Consumer Cyclical
-3.3K
- 35.11%
$34.53 - $44.44 $114K - $147K
6.1K $268K
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
-805
- 14.37%
$72.65 - $78.68 $58.5K - $63.3K
4.8K $375K
C
Citigroup Inc

Financial Services
-1.5K
- 19.95%
$85.57 - $103.49 $128K - $155K
6.02K $611K
IVW
Ishares S&P 500 Growth ETF

ETFs
-461
- 17.67%
$108.97 - $121.65 $50.2K - $56.1K
2.15K $259K
ENVX
Enovix Corp

Industrials
-2K
- 14.08%
$8.0 - $15.93 $16K - $31.9K
12.2K $121K
MOO
Vaneck Vectors ETF Tr Vaneck A

ETFs
-233
- 0.51%
$72.15 - $75.72 $16.8K - $17.6K
45.2K $3.32M
META
Meta Platforms, Inc.

Communication Services
-11
- 1.33%
$695.21 - $791.73 $7.65K - $8.71K
814 $597K
VUSB
Vanguard Bd Index Fds
-3.02K
- 0.87%
N/A
342K $0
XAR
Spdr S&P Aerospace & Defense E

ETFs
-382
- 10.19%
$205.52 - $234.96 $78.5K - $89.8K
3.37K $790K
RYT
Invesco S&P 500 Equal Weight T

ETFs
-45.5K
- 73.78%
N/A
16.2K $0
MSFT
Microsoft Corp

Technology
-93
- 3.84%
$491.09 - $535.64 $45.7K - $49.8K
2.33K $1.21M
NEE
Nextera Energy Inc

Utilities
-200
- 3.02%
$69.77 - $77.54 $14K - $15.5K
6.41K $484K
NVDA
Nvidia Corp

Technology
-17
- 1.21%
$153.3 - $186.58 $2.61K - $3.17K
1.38K $258K
XBI
Spdr Ser Tr Spdr S&P Biotech E

ETFs
-500
- 9.66%
$83.08 - $100.2 $41.5K - $50.1K
4.68K $468K
WBD
Warner Bros. Discovery, Inc.

Communication Services
-2.8K
- 19.72%
$10.78 - $19.82 $30.2K - $55.5K
11.4K $222K
AIRR
First Tr Vi Rba Amern Indl Ren

ETFs
-7.52K
- 13.49%
$82.22 - $96.68 $619K - $727K
48.2K $4.66M
AAPL
Apple Inc.

Technology
-322
- 4.54%
$202.38 - $256.87 $65.2K - $82.7K
6.77K $1.72M
GOOG
Alphabet Inc.

Communication Services
-500
- 5.49%
$175.16 - $255.24 $87.6K - $128K
8.61K $2.1M
Activity Summary
Buys All Purchases 51 New Holdings 13 Increased Positions 38 Sells All Sells 40 Reductions 40 Sold out 0 Options Calls 0 Puts 1
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