Fortis Group Advisors, Llc Stock Trading & 13F Insights
13F Portfolio Filings
- Most recent 13FQ1 2025
- Locationwestwood, NJ
- CIK0001815183
- All SEC filings
Quater | Holdings | VALUE | Top Holdings | Form Type | Date Filed | Filing Id | |
|---|---|---|---|---|---|---|---|
566 | $515.04 M | KRE, SPMO, RSP, AAPL | 13F-HR | May 2, 2025 | 000181518325000003 | ||
567 | $537.03 M | KRE, SPMO, AAPL, QQQM | 13F-HR | Jan 31, 2025 | 000181518325000001 | ||
561 | $540.99 M | KRE, TCAF, XLU, KRE | 13F-HR | Oct 21, 2024 | 000181518324000005 | ||
567 | $503.53 M | KRE, SPMO, KRE, NDQ | 13F-HR | Jul 30, 2024 | 000181518324000004 | ||
583 | $543.04 M | KRE, KRE, SPMO, SHY | 13F-HR | Apr 30, 2024 | 000181518324000002 | ||
505 | $403.93 M | KRE, KRE, GQ9, UUP | 13F-HR | Mar 4, 2024 | 000181518324000001 | ||
505 | $326.28 M | KRE, GQ9, UUP, SGOV | 13F-HR | Dec 1, 2023 | 000181518323000003 | ||
130 | $376.78 M | KRE, GQ9, SGOV, SHV | 13F-HR | Jul 18, 2023 | 000181518323000002 | ||
124 | $331.47 M | KRE, GQ9, SGOV, SHV | 13F-HR | May 26, 2023 | 000181518323000001 | ||
579 | $515.74 M | SHY, IEI, IEF, GQ9 | 13F-HR | Nov 17, 2020 | 000181518320000001 |