Fortis Advisors, LLC Reduced Holdings in Q1 2025

Fortis Advisors, LLC

  • $129 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
EWJ
Ishares Msci Japan ETF

ETFs
-7.84K
- 20.19%
$65.24 - $71.7 $512K - $562K
31K $2.15M
SCHP
Schwab Strategic Us Tips ETF

ETFs
-22.5K
- 10.61%
$25.69 - $26.78 $578K - $602K
189K $5.07M
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
-8.76K
- 20.83%
$32.42 - $36.13 $284K - $316K
33.3K $1.1M
SOFI
So Fi Technologies, Inc.

Financial Services
-13.3K
- 29.74%
$11.18 - $18.03 $148K - $239K
31.3K $364K
CALF
Pacer Fds Tr Pacer Us Small Ca

ETFs
-87
- 0.24%
$36.64 - $45.76 $3.19K - $3.98K
35.5K $1.33M
FDX
Fedex Corp

Industrials
-458
- 30.37%
$230.33 - $281.53 $105K - $129K
1.05K $255K
ESI
Element Solutions Inc

Basic Materials
-4.4K
- 20.95%
$22.61 - $27.55 $99.5K - $121K
16.6K $375K
WMT
Walmart Inc.

Consumer Defensive
-1.66K
- 35.03%
$84.5 - $105.05 $140K - $174K
3.07K $269K
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
-1.64K
- 1.55%
$54.25 - $57.64 $89.2K - $94.8K
105K $5.77M
XLK
Technology Sector Spdr

ETFs
-149
- 4.83%
$206.38 - $242.18 $30.8K - $36.1K
2.94K $606K
DFAT
Dimensional ETF Tr U S Target

ETFs
-1.32K
- 14.95%
$50.44 - $58.1 $66.5K - $76.6K
7.5K $386K
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
-1.01K
- 10.53%
$64.88 - $72.1 $65.6K - $72.9K
8.59K $561K
DGRO
Ishares Core Dividend Growth E

ETFs
-1.41K
- 18.42%
$60.46 - $64.42 $85.4K - $91K
6.25K $382K
BBUS
J P Morgan Exchg Traded Fd

ETFs
-421
- 12.01%
$99.5 - $110.97 $41.9K - $46.7K
3.08K $311K
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
-448
- 6.24%
$51.45 - $58.51 $23K - $26.2K
6.73K $348K
IGRO
Ishares Tr International Divid

ETFs
-1.06K
- 21.94%
$66.91 - $73.87 $71.1K - $78.4K
3.78K $273K
JEPI
J P Morgan Exchange Traded Fd

ETFs
-652
- 6.48%
$56.17 - $59.71 $36.6K - $38.9K
9.4K $532K
FUTY
Fidelity Covington Tr Msci Uti

ETFs
-1.12K
- 18.44%
$48.13 - $51.78 $53.7K - $57.7K
4.93K $251K
EOG
Eog Resources Inc

Energy
-400
- 13.01%
$120.54 - $138.05 $48.2K - $55.2K
2.68K $343K
VTI
Vanguard Total Stock Market Et

ETFs
-19
- 1.74%
$271.18 - $303.12 $5.15K - $5.76K
1.07K $293K
SCHO
Schwab Short Term Us Treasury

ETFs
-1.77K
- 1.81%
$24.1 - $24.33 $42.7K - $43.1K
95.8K $2.33M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
-1.91K
- 1.28%
$76.94 - $78.24 $147K - $149K
147K $11.5M
VUSB
Vanguard Bd Index Fds
-12.3K
- 3.46%
N/A
343K $0
RYT
Invesco S&P 500 Equal Weight T

ETFs
-387
- 0.63%
N/A
61K $0
VHT
Vanguard Health Care ETF

ETFs
-20
- 0.41%
$254.06 - $273.83 $5.08K - $5.48K
4.91K $1.29M
TOTL
Ssga Active ETF Tr Spdr Doblel

ETFs
-292
- 0.47%
$38.99 - $40.37 $11.4K - $11.8K
61.6K $2.48M
CVS
Cvs Health Corp

Healthcare
-900
- 17.65%
$44.22 - $68.64 $39.8K - $61.8K
4.2K $284K
DBND
Doubleline ETF Tr Opportunisti

ETFs
-99
- 0.06%
$44.88 - $46.36 $4.44K - $4.59K
162K $7.47M
GLDM
World Gold Trust

ETFs
-520
- 0.63%
$52.19 - $61.89 $27.1K - $32.2K
81.4K $5.04M
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
-337
- 0.46%
$34.58 - $45.76 $11.7K - $15.4K
73.5K $3.35M
Activity Summary
Buys All Purchases 61 New Holdings 7 Increased Positions 54 Sells All Sells 31 Reductions 31 Sold out 0 Options Calls 0 Puts 0
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