Fortis Group Advisors, LLC - Portfolio overview

Fortis Group Advisors, LLC has 626 reported holdings in this dataset, with the latest filing dated 2026-05-08.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Communication Services.

Largest reported holdings by portfolio allocation

1. BIL - SPDR SERIES TRUST, 6.30%
2. QQQ - INVESCO QQQ TR, 4.84%
3. SPLG - SPDR SERIES TRUST, 3.50%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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