Fund HoldingsFortis Group Advisors, LLC

Total Portfolio Value
$625.94M
Total Bought
$138.35M
Total Sold
$367.44M
Net Transaction
-$229.09M
Filing Period:
Securities
SharesValue ($K)
Q1 2026
Q2 2026
Change
Q1 2026
Q2 2026
Weight (%)
Change
INVESCO EXCH TRADED FD TR II54,69297,895+43,2035,50615,8142.53%+10,308
WISDOMTREE TR(WT)0297,428+297,42807,9561.27%+7,956
INVESCO EXCH TRADED FD TR II54,69277,235+22,5435,50612,0171.92%+6,511
VANGUARD WHITEHALL FDS2,36156,001+53,6402335,4990.88%+5,266
SPDR SERIES TRUST
ST STR SP AERO
018,396+18,39605,2210.83%+5,221
SPDR SERIES TRUST
ST STR BL 12 ETF
63,155109,475+46,3206,28010,8801.74%+4,600
SELECT SECTOR SPDR TR
ST STR CARE ETF
11,15135,986+24,8351,6285,7100.91%+4,082
VANGUARD WELLINGTON FD014,722+14,72203,6730.59%+3,673
ISHARES TR025,025+25,02503,5170.56%+3,517
PACER FDS TR
PACER CASH COWZ
0118,231+118,23103,4770.56%+3,477
WASTE MGMT INC DEL(WM)7,06922,218+15,1491,6444,9520.79%+3,308
EXXON MOBIL CORP024,013+24,01303,2830.52%+3,283
VANGUARD SCOTTSDALE FDS
LG-TERM COR BD
26643,405+43,139203,2660.52%+3,246
ROUNDHILL ETF TRUST043,883+43,88303,2410.52%+3,241
VANGUARD INTL EQUITY INDEX F23,63142,264+18,6333,5736,6331.06%+3,060
ETF SER SOLUTIONS
DEFIA QUANT ETF
13,25128,365+15,1141,7764,6910.75%+2,915
ISHARES INC
MSCI EMRG CHN
8,86235,675+26,8138073,6500.58%+2,843
REALTY INCOME CORP(O)6,71147,965+41,2544312,9720.47%+2,541
GOLDMAN SACHS PHYSICAL GOLD(AAAU)103,865181,273+77,4084,7267,1731.15%+2,447
ISHARES TR7,76034,016+26,2566513,0820.49%+2,431
ETF OPPORTUNITIES TRUST
HEDGEYE CAPITAL
81,439164,864+83,4252,2584,5010.72%+2,242
NOVO-NORDISK A S(NVO)29,70372,916+43,2131,2543,4960.56%+2,242
INVESCO EXCHANGE TRADED FD T
S&P500 EQL WGT
78,38985,349+6,96015,94818,1602.90%+2,212
SELECT SECTOR SPDR TR
ST STR STAPL ETF
4,42229,998+25,5763732,4920.40%+2,119
ENTREPRENEURSHARES SERIES TR096,255+96,25502,0260.32%+2,026
SELECT SECTOR SPDR TR
ST STR REAL ETF
82,432126,841+44,4093,6605,5850.89%+1,925
KRANESHARES TRUST040,594+40,59401,9030.30%+1,903
ISHARES TR
MSCI USA MIN ETF
13,29532,436+19,1411,2583,1290.50%+1,871
AXON ENTERPRISE INC(AXON)03,116+3,11601,7470.28%+1,747
VANECK ETF TRUST
MRNGSTR WDE MOAT
015,369+15,36901,5980.26%+1,598
ISHARES TR16,66131,340+14,6791,8593,4300.55%+1,571
MARVELL TECHNOLOGY INC(MRVL)3,1146,713+3,5995142,0000.32%+1,485
ASTERA LABS INC(ALAB)03,045+3,04501,4710.23%+1,471
FIRST TR EXCHANGE-TRADED FD
NASDQ CLN EDGE
07,646+7,64601,4660.23%+1,466
ISHARES TR40,97256,213+15,2413,5084,8580.78%+1,350
PFIZER INC(PFE)3,48658,769+55,283981,4150.23%+1,317
HIMS & HERS HEALTH INC(HIMS)44,98371,900+26,9171,2222,4930.40%+1,271
VANGUARD INDEX FDS05,134+5,13401,2640.20%+1,264
INVESCO EXCH TRADED FD TR II
NASDAQ 100 ETF
36,67736,899+22210,08311,1791.79%+1,097
SWEETGREEN INC(SG)0110,891+110,89109770.16%+977
ISHARES TR
HDG MSCI EAFE
020,068+20,06809420.15%+942
INVESCO EXCH TRADED FD TR II
ALERIAN GLXY CRY
057,757+57,75709390.15%+939
ISHARES TR
MSCI USA MMENTM
16,20316,073-1304,6015,5100.88%+909
PACER FDS TR
NASD IN PATE ETF
024,269+24,26909020.14%+902
ELI LILLY & CO(LLY)3,3333,294-393,1153,9510.63%+836
SPACE EXPLORATION TECHN CORP04,622+4,62207900.13%+790
LAM RESEARCH CORP(LRCX)4,4274,431+41,1421,9200.31%+779
INVESCO EXCH TRADED FD TR II54,692123,500+68,8085,5066,2791.00%+773
ISHARES INC
MSCI JAPAN ETF
158,223+8,20817670.12%+766
SOFI TECHNOLOGIES INC(SOFI)75,344108,795+33,4511,2131,9510.31%+738
ISHARES TR54,69261,710+7,0185,5066,2120.99%+706
COREWEAVE INC(CRWV)2,2999,305+7,0062579260.15%+670
GLOBAL X FDS
GLOBAL X COPPER
3,86111,160+7,2993078590.14%+552
VANECK ETF TRUST
RARE EAR STR ETF
12,21620,731+8,5151,2881,8350.29%+547
ISHARES TR18,99018,717-2736,8347,3741.18%+540
ISHARES TR39,18139,164-178,1408,6631.38%+523
ADVANCED MICRO DEVICES INC(AMD)1,8242,011+1876471,1680.19%+522
AIM ETF PRODUCTS TRUST
ALLIANZIM US EQT
019,677+19,67705180.08%+518
WESTERN DIGITAL CORP(WDC)2,4862,497+111,0801,5950.25%+515
SPDR SERIES TRUST
ST STR P500GRW
95,24094,094-1,14610,70411,1961.79%+492
SPDR SERIES TRUST
ST STR P500ETF
91,27692,573+1,2977,7188,1351.30%+417
CLOUDFLARE INC(NET)10,67310,604-692,1882,6010.42%+413
NEW YORK LIFE INVTS ACTIVE E
MACK CORE BD ETF
66,06985,904+19,8351,3851,7950.29%+411
VANECK ETF TRUST
URANI NUCLE ETF
8,01012,823+4,8131,1691,4870.24%+318
STATE STR SPDR DOW JONES IND(DIA)8,9979,112+1154,4694,7600.76%+291
VANGUARD SCOTTSDALE FDS
VNG RUS2000IDX
35,07934,844-2353,9414,2310.68%+290
BRITISH AMERN TOB PLC(BTI)94,670+4,66112880.05%+288
INTERNATIONAL BUSINESS MACHS(IBM)5,4065,445+391,2491,5310.24%+283
AMERICAN CENTY ETF TR
SMAL CA INSI ETF
32,72034,502+1,7821,4631,7320.28%+269
AMERICAN CENTY ETF TR24,86626,468+1,6022,1532,4140.39%+261
INVESCO ACTIVELY MANAGED EXC
AAA CLO FLTNG RT
09,891+9,89102530.04%+253
SERIES PORTFOLIOS TR
ELDR AAA CLO ETF
144,785154,727+9,9423,7123,9630.63%+251
10X GENOMICS INC(TXG)15,79415,527-2673485950.10%+247
MICRON TECHNOLOGY INC(MU)571468-1032955400.09%+245
INVESCO EXCHANGE TRADED FD T
S&P500 QUALITY
27,36827,323-452,2192,4620.39%+243
J P MORGAN EXCHANGE TRADED F
JPMORGAM LTD DUR
04,592+4,59202400.04%+240
EA SERIES TRUST
STRIVE US SEMICO
01,961+1,96102390.04%+239
PRIMORIS SVCS CORP(PRIM)02,372+2,37202350.04%+235
ROKU INC(ROKU)01,697+1,69702340.04%+234
CARRIER GLOBAL CORPORATION(CARR)763,202+3,12642350.04%+231
INTEL CORP(INTC)5,4725,348-1245177470.12%+230
AMERICAN CENTY ETF TR04,216+4,21602140.03%+214
ETF OPPORTUNITIES TRUST
HEDGEYE QUALITY
06,786+6,78602130.03%+213
ONTO INNOVATION INC(ONTO)2,6352,613-227779890.16%+211
VANGUARD INDEX FDS49,90550,500+5953,8584,0690.65%+211
UNITY SOFTWARE INC(U)07,331+7,33102100.03%+210
ISHARES INC11,68115,507+3,8266858940.14%+209
SANDISK CORP(SNDK)189+8812020.03%+202
AMGEN INC(AMGN)0555+55502010.03%+201
UNITEDHEALTH GROUP INC(UNH)7,8977,510-3872,9263,1210.50%+196
BLACKBERRY LTD(BB)015,339+15,33901940.03%+194
ISHARES TR5,3955,390-51,1771,3600.22%+183
ISHARES RUSSELL2,58210,328+7,7461,1011,2820.20%+181
TESLA INC(TSLA)5,2055,118-871,9862,1530.34%+166
AMERICAN CENTY ETF TR13,89414,644+7501,2551,4130.23%+158
BANK NEW YORK5,4555,45506477890.13%+142
VANGUARD INDEX FDS7,4717,521+502,6462,7830.44%+137
WARBY PARKER INC(WRBY)18,36117,818-5434065410.09%+134
VANGUARD INDEX FDS54,06353,727-3364,4964,6280.74%+132
CATERPILLAR INC(CAT)396386-102804110.07%+131
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Fortis Group Advisors, LLC — 13F Holdings — Q2 2026 | TickerTrail