Fortis Advisors, LLC Closed Holding Positions

Fortis Advisors, LLC

  • $142 Million
  • Q3 2025
Stock Closed Quarter Shares Sold Price Range Trade History
LBRDK
Liberty Broadband Corp

Communication Services
Q2 2020 Filed on Aug 13, 2020
1,661
$106.88 - $137.79 $178K - $229K
D
Dominion Energy, Inc

Utilities
Q2 2020 Filed on Aug 13, 2020
291
$69.55 - $87.0 $20.2K - $25.3K
CWST
Casella Waste Systems Inc

Industrials
Q2 2020 Filed on Aug 13, 2020
4,711
$35.85 - $53.58 $169K - $252K
AWR
American States Water CO

Utilities
Q2 2020 Filed on Aug 13, 2020
2,924
$73.85 - $90.1 $216K - $263K
XSLV
Invesco ETF Tr Ii S&P Smallcap

ETFs
Q2 2020 Filed on Aug 13, 2020
955
$29.54 - $36.83 $28.2K - $35.2K
CCD
Calamos Dynamic Convertible & Income Fund

Financial Services
Q2 2020 Filed on Aug 13, 2020
160
$13.88 - $21.67 $2.22K - $3.47K
BUD
Anheuser Busch In Bev Sa

Consumer Defensive
Q2 2020 Filed on Aug 13, 2020
59
$39.52 - $57.92 $2.33K - $3.42K
BST
Black Rock Science & Technology Trust

Financial Services
Q2 2020 Filed on Aug 13, 2020
170
$27.5 - $38.34 $4.68K - $6.52K
DDLS
Wisdomtree Tr Dynamic Currency

ETFs
Q2 2020 Filed on Aug 13, 2020
1,578
$21.95 - $27.84 $34.6K - $43.9K
ARCC
Ares Capital Corp

Financial Services
Q2 2020 Filed on Aug 13, 2020
190
$9.13 - $16.2 $1.73K - $3.08K
FINS
Angel Oak Financial Strategies Income Term Trust

ETFs
Q2 2020 Filed on Aug 13, 2020
7,500
$15.9 - $17.78 $119K - $133K
AZN
Astrazeneca PLC

Healthcare
Q2 2020 Filed on Aug 13, 2020
450
$43.1 - $55.31 $19.4K - $24.9K
CORT
Corcept Therapeutics Inc

Healthcare
Q2 2020 Filed on Aug 13, 2020
15,028
$11.0 - $18.26 $165K - $274K
RF
Regions Financial Corp

Financial Services
Q2 2020 Filed on Aug 13, 2020
10,000
$8.07 - $13.84 $80.7K - $138K
Vivint Solar Inc Com
Q2 2020 Filed on Aug 13, 2020
150
N/A
LTRPA
Liberty Trip Advisor Holdings, Inc.

Communication Services
Q2 2020 Filed on Aug 13, 2020
26,333
$1.43 - $3.76 $37.7K - $99K
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
Q2 2020 Filed on Aug 13, 2020
7,608
$37.38 - $47.13 $284K - $359K
M
Macy'S, Inc.

Consumer Cyclical
Q2 2020 Filed on Aug 13, 2020
7,770
$4.43 - $9.55 $34.4K - $74.2K
SPIP
Spdr Ser Tr Spdr Portfolio Tip

ETFs
Q2 2020 Filed on Aug 13, 2020
1,479
$29.06 - $30.16 $43K - $44.6K
YUM
Yum Brands Inc

Consumer Cyclical
Q2 2020 Filed on Aug 13, 2020
206
$63.3 - $96.52 $13K - $19.9K
MDWD
Medi Wound Ltd.

Healthcare
Q2 2020 Filed on Aug 13, 2020
68,711
$1.47 - $2.97 $101K - $204K
MET
Metlife Inc

Financial Services
Q2 2020 Filed on Aug 13, 2020
163
$27.72 - $43.0 $4.52K - $7.01K
PG
Procter & Gamble CO

Consumer Defensive
Q2 2020 Filed on Aug 13, 2020
142
$109.33 - $124.69 $15.5K - $17.7K
XES
Spdr Ser Tr Spdr S&P Oil & Gas

ETFs
Q2 2020 Filed on Aug 13, 2020
128
$20.99 - $47.57 $2.69K - $6.09K
F
Ford Motor CO

Consumer Cyclical
Q2 2020 Filed on Aug 13, 2020
3,105
$4.24 - $7.53 $13.2K - $23.4K
WTRG
Essential Utilities, Inc.

Utilities
Q2 2020 Filed on Aug 13, 2020
3,636
$38.5 - $46.61 $140K - $169K
MCHP
Microchip Technology Inc

Technology
Q2 2020 Filed on Aug 13, 2020
193
$31.39 - $55.0 $6.06K - $10.6K
Raytheon CO Com New
Q2 2020 Filed on Aug 13, 2020
69
N/A
PRU
Prudential Financial Inc

Financial Services
Q2 2020 Filed on Aug 13, 2020
1,500
$46.09 - $74.73 $69.1K - $112K
GII
Spdr S&P Global Infrasture ETF

ETFs
Q2 2020 Filed on Aug 13, 2020
555
$36.9 - $48.43 $20.5K - $26.9K
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
Q2 2020 Filed on Aug 13, 2020
1,121
$99.0 - $101.69 $111K - $114K
PCAR
Paccar Inc

Industrials
Q2 2020 Filed on Aug 13, 2020
5,008
$60.12 - $78.95 $301K - $395K
EQIX
Equinix Inc

Real Estate
Q2 2020 Filed on Aug 13, 2020
21
$595.46 - $711.43 $12.5K - $14.9K
USNA
Usana Health Sciences Inc

Consumer Defensive
Q2 2020 Filed on Aug 13, 2020
3,383
$55.29 - $89.22 $187K - $302K
NUS
Nu Skin Enterprises, Inc.

Consumer Defensive
Q2 2020 Filed on Aug 13, 2020
6,713
$19.96 - $40.63 $134K - $273K
SNPS
Synopsys Inc

Technology
Q2 2020 Filed on Aug 13, 2020
94
$124.55 - $195.0 $11.7K - $18.3K
PH
Parker Hannifin Corp

Industrials
Q2 2020 Filed on Aug 13, 2020
66
$115.81 - $202.14 $7.64K - $13.3K
Pra Health Sciences Inc Com
Q2 2020 Filed on Aug 13, 2020
406
N/A
CB
Chubb LTD

Financial Services
Q2 2020 Filed on Aug 13, 2020
126
$95.25 - $140.7 $12K - $17.7K
T
At&T Inc.

Communication Services
Q2 2020 Filed on Aug 13, 2020
439
$20.74 - $25.1 $9.1K - $11K
SPOT
Spotify Technology S.A.

Communication Services
Q2 2020 Filed on Aug 13, 2020
1,041
$121.61 - $267.47 $127K - $278K
DVA
Davita Inc.

Healthcare
Q2 2020 Filed on Aug 13, 2020
1,732
$65.52 - $88.28 $113K - $153K
VGR
Vector Group LTD

Consumer Defensive
Q2 2020 Filed on Aug 13, 2020
15,982
$8.7 - $12.34 $139K - $197K
FMC
Fmc Corp

Basic Materials
Q2 2020 Filed on Aug 13, 2020
137
$70.88 - $104.59 $9.71K - $14.3K
Bk Of America Corp 7.25 Cnv Pfd L
Q2 2020 Filed on Aug 13, 2020
6
N/A
Hollyfrontier Corp Com
Q2 2020 Filed on Aug 13, 2020
5,637
N/A
Points Intl LTD Com New
Q2 2020 Filed on Aug 13, 2020
13,430
N/A
TZOO
Travelzoo

Communication Services
Q2 2020 Filed on Aug 13, 2020
18,691
$3.16 - $8.38 $59.1K - $157K
Msg Network Inc Cl A
Q2 2020 Filed on Aug 13, 2020
12,489
N/A
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