Fortis Group Advisors, LLC Incresed Positions in Q4 2024

Fortis Group Advisors, LLC

  • $537 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
FDL
First Tr Morningstar Dividend

ETFs
10.4K
+ 8.17%
$39.59 - $43.95 $411K - $456K
137K $5.53B
PLW
Invesco 1 30 Laddered Treasury

ETFs
11.8K
+ 19.03%
N/A
73.6K $1.99B
QUAL
Ishares Msci Usa Quality Facto

ETFs
1.28K
+ 3.7%
$176.42 - $186.91 $226K - $240K
36K $6.41B
ET
Energy Transfer LP

Energy
3.86K
+ 12.69%
$16.05 - $19.86 $61.9K - $76.6K
34.2K $671M
CGDV
Capital Group Divid Value ETF

ETFs
5.76K
+ 19.37%
$35.16 - $37.12 $203K - $214K
35.5K $1.25B
PG
Procter & Gamble CO

Consumer Defensive
1.04K
+ 21.3%
$161.05 - $179.7 $167K - $186K
5.9K $988M
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
9
+ 0.39%
$173.13 - $258.09 $1.56K - $2.32K
2.32K $535M
MMIT
Indexiq Active ETF Tr Iq Macka

ETFs
4.61K
+ 12.17%
$23.99 - $24.55 $110K - $113K
42.4K $1.02B
Tko Group Holdings Inc
59
+ 1.4%
N/A
4.27K $607M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
167
+ 11.68%
$442.29 - $483.08 $73.9K - $80.7K
1.6K $724M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
1.08K
+ 13.24%
$50.37 - $50.6 $54.4K - $54.6K
9.24K $465M
DIS
Walt Disney CO

Communication Services
82
+ 3.11%
$92.39 - $117.6 $7.58K - $9.64K
2.72K $302M
MO
Altria Group, Inc.

Consumer Defensive
546
+ 5.77%
$49.06 - $57.74 $26.8K - $31.5K
10K $523M
PANW
Palo Alto Networks Inc

Technology
1.41K
+ 101.58%
$181.96 - $405.9 $257K - $574K
2.81K $511M
BOTZ
Global X Fds

ETFs
1.08K
+ 12.55%
$31.11 - $34.18 $33.5K - $36.8K
9.66K $309M
DVY
Ishares Tr

ETFs
481
+ 4.48%
$129.55 - $143.41 $62.3K - $69K
11.2K $1.47B
LVHI
Franklin International Low Vol

ETFs
1.03K
+ 4.65%
$29.98 - $31.57 $30.9K - $32.6K
23.2K $709M
PM
Philip Morris International Inc.

Consumer Defensive
178
+ 4.8%
$118.38 - $133.06 $21.1K - $23.7K
3.89K $468M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
637
+ 6.85%
$51.09 - $55.27 $32.5K - $35.2K
9.93K $508M
TRV
Travelers Companies, Inc.

Financial Services
9
+ 0.44%
$225.97 - $266.66 $2.03K - $2.4K
2.06K $497M
COP
Conocophillips

Energy
157
+ 253.23%
$95.12 - $114.72 $14.9K - $18K
219 $21.7M
XEL
Xcel Energy Inc

Utilities
11
+ 0.3%
$62.16 - $72.92 $684 - $802
3.66K $247M
TGT
Target Corp

Consumer Defensive
60
+ 260.87%
$121.59 - $160.69 $7.3K - $9.64K
83 $11.2M
ETR
Entergy Corp

Utilities
172
+ 100.0%
$73.19 - $156.4 $12.6K - $26.9K
344 $26.1M
SCHO
Schwab Short Term Us Treasury

ETFs
201
+ 100.0%
$24.06 - $48.88 $4.84K - $9.82K
402 $9.67M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
13
+ 0.17%
$126.68 - $134.74 $1.65K - $1.75K
7.83K $999M
IBM
International Business Machines Corp

Technology
30
+ 0.34%
$204.9 - $238.04 $6.15K - $7.14K
8.8K $1.93B
NJR
New Jersey Resources Corp

Utilities
8
+ 0.07%
$45.17 - $51.61 $361 - $413
10.8K $502M
Peakstone Realty
763
+ 12.15%
N/A
7.04K $78M
IWN
Ishares Russell2000 Val ETF

ETFs
267
+ 1.31%
$162.69 - $181.35 $43.4K - $48.4K
20.7K $3.4B
GTO
Invesco Actively Managed ETF T

ETFs
106
+ 1.22%
$46.33 - $48.41 $4.91K - $5.13K
8.82K $409M
LGLV
Spdr Ssga Us Large Cap Low Vol

ETFs
96
+ 1.33%
$164.89 - $177.66 $15.8K - $17.1K
7.34K $1.21B
MSFT
Microsoft Corp

Technology
208
+ 1.7%
$406.35 - $454.46 $84.5K - $94.5K
12.5K $5.26B
MMM
3 M CO

Industrials
21
+ 0.64%
$124.74 - $137.12 $2.62K - $2.88K
3.31K $427M
TSCO
Tractor Supply CO

Consumer Cyclical
4K
+ 400.0%
$52.59 - $303.74 $210K - $1.21M
5K $265M
FLLV
Franklin Templeton ETF Tr
324
+ 1.82%
N/A
18.1K $1B
USMV
Ishares Msci Usa Min Vol Facto

ETFs
190
+ 0.95%
$88.59 - $94.57 $16.8K - $18K
20.2K $1.79B
ED
Consolidated Edison Inc

Utilities
9
+ 0.29%
$88.87 - $107.38 $800 - $966
3.13K $280M
AWK
American Water Works Company, Inc.

Utilities
4
+ 0.15%
$123.83 - $146.07 $495 - $584
2.6K $323M
HD
Home Depot, Inc.

Consumer Cyclical
4
+ 0.07%
$385.02 - $431.37 $1.54K - $1.73K
5.97K $2.32B
SCHG
Schwab Strategic Tr Us Large C

ETFs
10.2K
+ 110.85%
$25.93 - $105.3 $264K - $1.07M
19.4K $540M
UNH
Unitedhealth Group Inc

Healthcare
57
+ 0.95%
$485.52 - $625.25 $27.7K - $35.6K
6.04K $3.06B
Activity Summary
Buys All Purchases 126 New Holdings 33 Increased Positions 93 Sells All Sells 72 Reductions 72 Sold out 0 Options Calls 0 Puts 0
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