Fund HoldingsFortis Group Advisors, LLC

Total Portfolio Value
$543.04M
Total Bought
$341.62M
Total Sold
$205.34M
Net Transaction
+$136.28M
Filing Period:
Securities
SharesValue ($K)
Q4 2023
Q1 2024
Change
Q4 2023
Q1 2024
Weight (%)
Change
INVESCO EXCH TRADED FD TR II0217,273+217,273017,4303.21%+17,430
ISHARES TR0211,273+211,273017,2783.18%+17,278
INVESCO QQQ TR033,649+33,649014,9412.75%+14,941
ISHARES TR051,954+51,954014,0692.59%+14,069
VANGUARD WORLD FD042,917+42,917012,3012.27%+12,301
SPDR S&P 500 ETF TR(SPY)024,303+24,303012,7122.34%+12,712
T ROWE PRICE ETF INC
CAP APPRECIATION
0376,457+376,457011,3802.10%+11,380
RBB FD INC
F/M US TREASURY
0202,934+202,934010,1531.87%+10,153
INVESCO EXCHANGE TRADED FD T
S&P 500 TOP 50
0231,198+231,19809,7401.79%+9,740
AMAZON COM INC(AMZN)051,688+51,68809,3231.72%+9,323
INVESCO EXCH TRADED FD TR II076,811+76,81108,2761.52%+8,276
PROSHARES TR
K-1 FREE CRD OIL
0172,479+172,47908,2341.52%+8,234
SELECT SECTOR SPDR TR
ST STR SVC ETF
094,952+94,95207,7541.43%+7,754
ISHARES TR076,070+76,07007,1981.33%+7,198
ISHARES TR
MSCI INDIA ETF
0127,762+127,76206,5911.21%+6,591
ISHARES TR0272,498+272,49806,5591.21%+6,559
ISHARES TR055,707+55,70706,5391.20%+6,539
META PLATFORMS INC(META)013,834+13,83406,7181.24%+6,718
ISHARES TR0187,706+187,70606,0501.11%+6,050
MICROSOFT CORP(MSFT)015,231+15,23106,4081.18%+6,408
ALPHABET INC(GOOG)039,096+39,09605,9011.09%+5,901
ISHARES INC076,529+76,52905,1360.95%+5,136
COSTCO WHSL CORP NEW(COST)07,298+7,29805,3470.98%+5,347
SPDR DOW JONES INDL AVERAGE(DIA)011,347+11,34704,5130.83%+4,513
SPOTIFY TECHNOLOGY S A(SPOT)016,355+16,35504,3160.79%+4,316
SELECT SECTOR SPDR TR
ST STR ENERG ETF
048,107+48,10704,5420.84%+4,542
MCKESSON CORP(MCK)09,718+9,71805,2170.96%+5,217
SPDR SER TR
SP O&G EXPL PRO
026,763+26,76304,1460.76%+4,146
DRAFTKINGS INC NEW(DKNG)089,341+89,34104,0570.75%+4,057
ISHARES INC0124,774+124,77403,9620.73%+3,962
ALPS ETF TR
ALERIAN MLP
087,850+87,85004,1690.77%+4,169
SPDR SER TR
ST STR SP INS
068,660+68,66003,5750.66%+3,575
WYNN RESORTS LTD(WYNN)033,910+33,91003,4670.64%+3,467
MASTERCARD INCORPORATED(MA)010,881+10,88105,2400.96%+5,240
VISA INC(V)030,853+30,85308,6101.59%+8,610
SPDR SER TR
ST STR P500ETF
049,682+49,68203,0570.56%+3,057
APPLE INC(AAPL)068,453+68,453011,7382.16%+11,738
GILDAN ACTIVEWEAR INC(GIL)071,229+71,22902,6450.49%+2,645
SELECT SECTOR SPDR TR
ST STR STAPL ETF
053,417+53,41704,0790.75%+4,079
XYLEM INC(XYL)019,674+19,67402,5430.47%+2,543
SIMPLIFY EXCHANGE TRADED FUN
HEALTH CARE ETF
075,331+75,33102,3290.43%+2,329
BEYOND INC064,440+64,44002,3140.43%+2,314
CELSIUS HLDGS INC(CELH)027,356+27,35602,2680.42%+2,268
FORTINET INC(FTNT)031,793+31,79302,1720.40%+2,172
LAMB WESTON HLDGS INC(LW)020,364+20,36402,1690.40%+2,169
INVESCO EXCHANGE TRADED FD T
PHARMACEUTICALS
025,938+25,93802,0790.38%+2,079
ISHARES GOLD TR(IAU)0136,786+136,78605,7461.06%+5,746
CLOROX CO DEL(CLX)012,780+12,78001,9570.36%+1,957
ISHARES INC047,953+47,95301,9160.35%+1,916
ELI LILLY & CO(LLY)02,414+2,41401,8780.35%+1,878
GENERAL DYNAMICS CORP(GD)06,558+6,55801,8530.34%+1,853
VANECK ETF TRUST
SEMICONDUCTR ETF
07,574+7,57401,7040.31%+1,704
SELECT SECTOR SPDR TR
ST STR TECHN ETF
07,379+7,37901,5370.28%+1,537
VANGUARD SCOTTSDALE FDS
VNG RUS2000IDX
017,886+17,88601,5210.28%+1,521
PIONEER NAT RES CO05,607+5,60701,4720.27%+1,472
FIRST TR EXCHANGE-TRADED FD
SMID RISNG ETF
038,590+38,59001,3440.25%+1,344
LINDE PLC(LIN)02,883+2,88301,3390.25%+1,339
CUMMINS INC(CMI)04,294+4,29401,2650.23%+1,265
ISHARES TR014,784+14,78401,2610.23%+1,261
T-MOBILE US INC(TMUS)09,739+9,73901,5900.29%+1,590
SELECT SECTOR SPDR TR
ST STR INDL ETF
09,281+9,28101,1690.22%+1,169
NVIDIA CORPORATION(NVDA)01,662+1,66201,5020.28%+1,502
ISHARES TR07,194+7,19401,5130.28%+1,513
ON SEMICONDUCTOR CORP(ON)014,029+14,02901,0320.19%+1,032
AMERICAN ELEC PWR CO INC011,519+11,51909920.18%+992
ISHARES TR019,598+19,59809890.18%+989
FRANKLIN TEMPLETON ETF TR
INCOME EQT FOCUS
017,982+17,98209830.18%+983
VANGUARD BD INDEX FDS
VANGUARD ULTRA
019,353+19,35309590.18%+959
AMPLIFY COMMODITY TRUST(BDRY)067,992+67,99209420.17%+942
DOMINION ENERGY INC(D)018,927+18,92709310.17%+931
ISHARES TR
MSCI USA QLT FCT
05,138+5,13808440.16%+844
AB ACTIVE ETFS INC
ULTRA SHORT INCM
016,179+16,17908170.15%+817
SCHWAB STRATEGIC TR08,125+8,12507530.14%+753
CAPRI HOLDINGS LIMITED
SHS
024,464+24,46401,1080.20%+1,108
VANGUARD WORLD FD03,790+3,79007080.13%+708
VANGUARD WORLD FD
INF TECH ETF
01,308+1,30806860.13%+686
INVESCO EXCHANGE TRADED FD T
S&P MDCP QUALITY
06,216+6,21606840.13%+684
VANGUARD STAR FDS011,142+11,14206720.12%+672
PALO ALTO NETWORKS INC(PANW)02,356+2,35606690.12%+669
EXXON MOBIL CORP024,656+24,65602,8660.53%+2,866
VANGUARD INDEX FDS04,031+4,03101,3880.26%+1,388
PINTEREST INC(PINS)018,226+18,22606320.12%+632
ISHARES TR010,395+10,39506310.12%+631
BELLRING BRANDS INC(BRBR)010,317+10,31706090.11%+609
UBER TECHNOLOGIES INC(UBER)07,881+7,88106070.11%+607
ISHARES TR07,263+7,26305650.10%+565
FIRST TR EXCHANGE TRADED FD
CONSUMR STAPLE
07,889+7,88905400.10%+540
ISHARES TR04,905+4,90502,5790.47%+2,579
MONDAY COM LTD
SHS
02,343+2,34305290.10%+529
SIMPLIFY EXCHANGE TRADED FUN
SIMPLIFY INTERST
011,108+11,10804980.09%+498
SELECT SECTOR SPDR TR
ST STR CARE ETF
012,485+12,48501,8440.34%+1,844
CAMECO CORP(CCJ)011,090+11,09004800.09%+480
ROKU INC(ROKU)07,209+7,20904700.09%+470
NEW JERSEY RES CORP(NJR)010,739+10,73904610.08%+461
GE HEALTHCARE TECHNOLOGIES I(GEHC)04,869+4,86904430.08%+443
UNITEDHEALTH GROUP INC(UNH)09,908+9,90804,9020.90%+4,902
SPDR SER TR
ST STR SP HCEQ
04,643+4,64304080.08%+408
VANGUARD CHARLOTTE FDS
TOTAL INT BD ETF
08,206+8,20604040.07%+404
INVESCO EXCHANGE TRADED FD T
S&P500 EQL WGT
07,364+7,36401,2470.23%+1,247
HOME DEPOT INC(HD)07,803+7,80302,9930.55%+2,993
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