Fund Holdings — Fortis Group Advisors, LLC

Total Portfolio Value
$580.66M
Total Bought
$122.73M
Total Sold
$329.42M
Net Transaction
-$206.70M
Filing Period:
Securities
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SharesValue ($K)
Q2 2025
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Q3 2025
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Change
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Q2 2025
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Q3 2025
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Weight (%)
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Change
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INVESCO EXCH TRADED FD TR II61,135230,510+169,3756,15828,0534.83%+21,896
ISHARES TR15,32327,132+11,8094,4468,9721.55%+4,526
ISHARES SILVER TR(SLV)1,37899,935+98,557454,3980.76%+4,353
ISHARES TR59,435100,760+41,3255,1669,0981.57%+3,932
NEOS ETF TRUST
NEOS S&P 500 HI
072,113+72,11303,8080.66%+3,808
APPLE INC(AAPL)50,79252,790+1,99810,54314,2732.46%+3,730
WISDOMTREE TR(WT)0136,304+136,30403,6760.63%+3,676
ABRDN PALLADIUM ETF TRUST026,689+26,68903,5140.61%+3,514
SELECT SECTOR SPDR TR
ST STR CARE ETF
12423,976+23,852173,4590.60%+3,442
NIKE INC(NKE)10,40659,459+49,0537773,8400.66%+3,063
INVESCO QQQ TR47,18446,654-53026,66029,3495.05%+2,689
SPDR GOLD TR(GLD)35,47136,339+86810,74613,3772.30%+2,631
JD.COM INC(JD)074,706+74,70602,4680.43%+2,468
SOFI TECHNOLOGIES INC(SOFI)67,397130,817+63,4201,5223,8830.67%+2,361
VANECK ETF TRUST
GOLD MINERS ETF
15,25243,067+27,8157883,1030.53%+2,316
ISHARES TR25,44931,779+6,3305,5837,8251.35%+2,242
VANECK ETF TRUST
URANI NUCLE ETF
013,902+13,90202,1560.37%+2,156
SPDR SERIES TRUST
ST STR P500GRW
95,956107,405+11,4499,45711,6062.00%+2,149
ALPHABET INC(GOOG)35,25630,994-4,2626,7668,7151.50%+1,950
VANECK ETF TRUST
RARE EAR STR ETF
025,134+25,13401,7720.31%+1,772
CAMBRIA ETF TR058,080+58,08001,7380.30%+1,738
WESTERN DIGITAL CORP(WDC)310,589+10,58601,5910.27%+1,590
INVESCO EXCH TRADED FD TR II
NASDAQ 100 ETF
88,91085,988-2,92220,67822,2683.83%+1,590
UNITED PARCEL SERVICE INC(UPS)25016,735+16,485251,6140.28%+1,588
JANUS DETROIT STR TR
B-BBB CLO ETF
42,65975,752+33,0932,0673,6510.63%+1,584
PAYPAL HLDGS INC(PYPL)022,519+22,51901,5600.27%+1,560
INVESCO EXCHANGE TRADED FD T
S&P500 QUALITY
39,95758,941+18,9842,8524,3650.75%+1,513
ETF SER SOLUTIONS
DEFIA QUANT ETF
013,058+13,05801,5030.26%+1,503
PEPSICO INC(PEP)4610,255+10,20961,4980.26%+1,492
GLOBAL X FDS
RBTCS ARTFL INTE
038,976+38,97601,4740.25%+1,474
NEBIUS GROUP N.V.(NBIS)011,062+11,06201,4470.25%+1,447
FRONTIER COMMUNICATIONS PARE035,751+35,75101,3500.23%+1,350
ZETA GLOBAL HOLDINGS CORP(ZETA)072,171+72,17101,2980.22%+1,298
NEW YORK LIFE INVTS ACTIVE E
MACK CORE BD ETF
060,673+60,67301,2980.22%+1,298
TESLA INC(TSLA)3,8965,393+1,4971,2012,4620.42%+1,261
EXCHANGE TRADED CONCEPTS TRU50218,217+17,715301,2680.22%+1,238
J P MORGAN EXCHANGE TRADED F
ACTIVE GROWTH
17,61128,848+11,2371,5562,7810.48%+1,225
ISHARES TR11,83717,462+5,6251,8993,0930.53%+1,195
INVESCO EXCH TRADED FD TR II
S&P 500 REVENUE
09,691+9,69101,0830.19%+1,083
HIMS & HERS HEALTH INC(HIMS)56,130105,335+49,2053,7154,7890.82%+1,074
CAPRI HOLDINGS LIMITED
SHS
19,74367,792+48,0493591,4070.24%+1,048
VANGUARD INDEX FDS7,9029,244+1,3423,5974,6120.79%+1,015
LAM RESEARCH CORP(LRCX)15,68115,421-2601,4872,4280.42%+941
ELI LILLY & CO(LLY)2,1502,931+7811,5912,5290.44%+938
MONDAY COM LTD
SHS
04,350+4,35008930.15%+893
CELSIUS HLDGS INC(CELH)014,138+14,13808520.15%+852
UNITEDHEALTH GROUP INC(UNH)8,5628,719+1572,1372,9780.51%+841
INVESCO EXCH TRADED FD TR II015,154+15,15408170.14%+817
JANUS DETROIT STR TR
HENDRSON AAA CL
105,265120,766+15,5015,3466,1281.06%+781
TAPESTRY INC(TPR)07,060+7,06007750.13%+775
SPDR S&P 500 ETF TR(SPY)20,56920,108-46113,00113,7152.36%+713
GOLDMAN SACHS PHYSICAL GOLD(AAAU)107,180106,022-1,1583,4824,1860.72%+703
SPDR DOW JONES INDL AVERAGE(DIA)9,58610,318+7324,2314,9080.85%+677
LISTED FDS TR
ROUN MA SEVE ETF
61,70563,146+1,4413,6154,2910.74%+676
SHOPIFY INC(SHOP)12,63312,591-421,5442,1890.38%+645
NOVO-NORDISK A S(NVO)012,433+12,43306150.11%+615
INVESCO EXCH TRD SLF IDX FD
RUSL 2000 DYNM
013,999+13,99906100.11%+610
CLOUDFLARE INC(NET)16,56615,942-6243,4404,0380.70%+598
NVIDIA CORPORATION(NVDA)24,43024,356-744,3454,9320.85%+586
GLOBAL X FDS
GLOBAL X SILVER
08,782+8,78205850.10%+585
META PLATFORMS INC(META)4,3205,950+1,6303,3413,8580.66%+517
INVESCO EXCHANGE TRADED FD T
S&P 500 TOP 50
75,18975,735+5464,0524,5370.78%+485
ADVISOR MANAGED PORTFOLIOS
TRENCHLESS FUND
012,657+12,65704180.07%+418
JPMORGAN CHASE & CO.(JPM)6,0747,118+1,0441,7992,2150.38%+415
BROADCOM INC(AVGO)5,7435,672-711,6872,0970.36%+410
J P MORGAN EXCHANGE TRADED F
INCOME ETF
6,42115,055+8,6342976990.12%+402
LEMONADE INC(LMND)20,83019,455-1,3757851,1690.20%+384
MP MATERIALS CORP(MP)05,965+5,96503760.06%+376
ISHARES TR7,5927,522-704,8205,1550.89%+334
ONTO INNOVATION INC(ONTO)02,290+2,29003090.05%+309
AMERICAN CENTY ETF TR11,13313,843+2,7107701,0730.18%+303
AMAZON COM INC(AMZN)35,57735,251-3268,3298,6091.48%+280
VANGUARD INDEX FDS1,5601,886+3269061,1820.20%+276
10X GENOMICS INC(TXG)020,152+20,15202750.05%+275
INTERNATIONAL BUSINESS MACHS(IBM)4,7964,820+241,2141,4820.26%+268
VANECK ETF TRUST
JUNIOR GOLD MINE
02,645+2,64502480.04%+248
COREWEAVE INC(CRWV)01,816+1,81602430.04%+243
T ROWE PRICE ETF INC
CAP APPRECIATION
190,943187,399-3,5446,9967,2351.25%+239
RBB FUND TRUST
FIRS EAGL OV ETF
04,920+4,92002290.04%+229
ISHARES TR452,287+2,24242300.04%+225
CROWDSTRIKE HLDGS INC(CRWD)0412+41202240.04%+224
TJX COS INC NEW(TJX)01,563+1,56302190.04%+219
DBX ETF TR
XTRA SE SELE ETF
04,672+4,67202170.04%+217
GLOBAL X FDS
PURE MS TECH ETF
07,421+7,42102140.04%+214
SCHWAB STRATEGIC TR9,59615,043+5,4472905020.09%+212
ALPHABET INC(GOOG)2,0932,180+874046140.11%+211
NEOS ETF TRUST
NASDAQ 100 HIGH
17,12520,028+2,9039011,1120.19%+211
INTEL CORP(INTC)1,6015,996+4,395362400.04%+204
VERTIV HOLDINGS CO(VRT)01,047+1,04702020.03%+202
ISHARES TR39,79846,153+6,3551,2441,4400.25%+197
ISHARES ETHEREUM TR(ETHA)8,05214,128+6,0762284150.07%+187
GLOBAL X FDS
SUPERDIVIDEND
14,74122,116+7,3753405260.09%+186
AMERICAN HEALTHCARE REIT INC(AHR)22,65823,157+4998761,0490.18%+174
SHARPLINK GAMING INC(SBET)012,518+12,51801730.03%+173
SELECT SECTOR SPDR TR
ST STR SVC ETF
23,08423,097+132,4802,6520.46%+172
AMERICAN CENTY ETF TR10,43911,346+9079651,1100.19%+145
ISHARES TR5,4155,403-129821,1230.19%+141
JOHNSON & JOHNSON(JNJ)9041,464+5601382770.05%+139
ADVANCED MICRO DEVICES INC(AMD)1,8341,800-343234610.08%+138
ISHARES TR14,88014,192-6881,6611,7890.31%+128
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Fortis Group Advisors, LLC — 13F Holdings — Q3 2025 | TickerTrail