Fortis Group Advisors, LLC Q1 2025 Filing
Filed May 2, 2025
Portfolio Value
$515.0M
Holdings
497
Report Date
Q1 2025
Filing Type
13F-HR
All Holdings (497 positions)
| Stock | Value |
|---|---|
LLYELI LILLY | $165K |
SYKSTRYKER CORP | $164K |
AHRAMERICAN HEALTHCARE | $158K |
JNJJOHNSON & JOHNSON | $145K |
AMZNAMAZON COM | $143K |
HIOWESTERN ASSET HIGH INCOME OP | $142K |
VIGVANGUARD DIVIDEND | $139K |
HSYHERSHEY COMPANY | $125K |
USMVISHARES MSCI | $116K |
VOOVANGUARD S&P | $114K |
VTIVANGUARD TOTAL | $107K |
VYMIVANGUARD INTL | $99K |
ISRGINTUITIVE SURGICAL | $95K |
PKSTPEAKSTONE REALTY | $94K |
CSXCSX CORP | $89K |
PFEPFIZER INC | $88K |
XLUUTILITIES SELECT | $85K |
BABOEING COMPANY | $85K |
FSKFS KKR | $83K |
JPMJPMORGAN CHASE | $75K |
SSNCSS&C TECHNOLOGIES | $73K |
DUKDUKE ENERGY | $70K |
PLTRPALANTIR TECHNOLOGIES | $67K |
ESGVVANGUARD ESG | $67K |
CBZCBIZ INC | $66K |
BNDVANGUARD TOTAL | $62K |
BWXTBWX TECHNOLOGIES | $60K |
IVVISHARES CORE | $60K |
PKGPACKAGING CORP | $59K |
PRUPRUDENTIAL FINANCIAL | $58K |
CEGCONSTELLATION ENERGY | $56K |
OREALTY INCOME | $55K |
SBUXSTARBUCKS CORP | $55K |
GEGE AEROSPACE | $51K |
BBAIBIGBEAR AI HLDGS INC | $51K |
ADPAUTOMATIC DATA | $50K |
HESHESS CORP | $48K |
METAMETA PLATFORMS | $48K |
CMCSACOMCAST CORP | $47K |
APLEAPPLE HOSPITALITY | $47K |
PAYXPAYCHEX INC | $46K |
SPGIS&P GLOBAL | $46K |
WFCWELLS FARGO | $45K |
BNDXVANGUARD TOTAL | $43K |
SLVISHARES SILVER | $43K |
OXYOCCIDENTAL PETROLEUM | $42K |
MOALTRIA GROUP | $42K |
DONSPDR DOW | $42K |
IJKISHARES S&P | $42K |
DLNWISDOMTREE U S | $40K |
PG4PRINCIPAL FINANCIAL | $39K |
PEOEXELON CORP | $38K |
BACBANK AMERICA | $38K |
VSGXVANGUARD ESG | $38K |
NDQINVESCO QQQ | $37K |
DISWALT DISNEY | $37K |
RGLDROYAL GOLD | $36K |
SHELSHELL PLC | $36K |
CIKCREDIT SUISSE ASSET MGMT INC | $36K |
PGPROCTER & GAMBLE | $33K |
PFFISHARES PFD | $31K |
IJSISHARES S&P | $31K |
BMYBRISTOL MYERS | $30K |
NKENIKE INC | $30K |
QTECFIRST TRUST | $30K |
ETRENTERGY CORP | $29K |
SHYISHARES 1-3YR | $29K |
PGENPRECIGEN INC | $28K |
FNVFRANCO NEVADA | $28K |
GILDGILEAD SCIENCES | $28K |
UPSUNITED PARCEL | $27K |
ROBOROBO GLOBAL | $26K |
HONHONEYWELL INTL | $24K |
KDKYNDRYL HOLDINGS | $24K |
DDDUPONT DE | $24K |
COPCONOCOPHILLIPS | $23K |
MPCMARATHON PETROLEUM | $23K |
KOCOCA COLA COMPANY | $23K |
WBDWARNER BROS | $22K |
MMM3M COMPANY | $22K |
SEISOLARIS ENERGY | $22K |
LQDISHARES IBOXX | $22K |
TXNMTXNM ENERGY | $21K |
EOSEATON VANCE | $21K |
MDTMEDTRONIC PLC | $21K |
VCLTVANGUARD LONG | $20K |
CTVACORTEVA INC | $20K |
XLKTECHNOLOGY SELECT | $20K |
IVEISHARES S&P | $19K |
MFCMANULIFE FINANCIAL | $19K |
CPKCHESAPEAKE UTILITY | $19K |
GEVGE VERNOVA | $19K |
XLVHEALTHCARE SELECT | $18K |
BNBROOKFIELD CORP | $18K |
TXNTEXAS INSTRUMENTS | $18K |
PNCPNC FINANCIAL | $18K |
LXRXLEXICON PHARMACEUTICALS INC | $17K |
UGIUGI CORP | $17K |
CVSCVS HEALTH | $17K |
BBNBLACKROCK TXBL | $17K |