• 13F History

Fortis Group Advisors, LLC

13F Filings History

Latest 13F report
Q4 2024 - Jan 31, 2025
Value $
$537M
Signature - Title
Austin Sweerus - CCO
Location
Westwood, NJ
Summary
This page shows a list of all the recent 13F filings made by Fortis Group Advisors, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Fortis Group Advisors, LLC reported 502 stock holdings with total value $537M as of Q4 2024. Top holdings included BIL, SPMO, AAPL, QQQM, and TCAF.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q4 2024 502 $537M +$129M -$133M -$4.25M BIL, SPMO, AAPL, QQQM, TCAF 13F-HR 1/31/2025, 12:36 PM
Q3 2024 496 $541M +$151M -$137M +$14M BIL, TCAF, XLU, BILS, AAPL 13F-HR 10/21/2024, 03:16 PM
Q2 2024 500 $504M +$100M -$148M -$47.7M BIL, SPMO, BILS, SPY, QQQ 13F-HR 7/30/2024, 04:09 PM
Q1 2024 506 $543M +$281M -$196M +$85.1M BIL, BILS, SPMO, SHY, SPY 13F-HR 4/30/2024, 04:03 PM
Q4 2023 430 $379M +$75M -$170K +$74.9M BIL, BILS, GLD, UUP, SGOV 13F-HR 3/4/2024, 03:31 PM
Q3 2023 434 $303M +$53.5M -$108M -$54.6M BIL, GLD, UUP, SGOV, SHV 13F-HR 12/1/2023, 02:44 PM
Q2 2023 130 $377M +$97M -$35.5M +$61.5M BIL, GLD, SGOV, SHV, AAPL 13F-HR 7/18/2023, 03:01 PM
Q1 2023 122 $331M BIL, GLD, SGOV, SHV, IEF 13F-HR 5/26/2023, 01:08 PM
Q3 2020 394 $472M SHY, IEI, GLD, BIL, IVOL 13F-HR 11/17/2020, 03:30 PM