Fortis Group Advisors, LLC Q2 2025 Filing

Filed August 8, 2025

Portfolio Value

$550.5M

Holdings

528

Report Date

Q2 2025

Filing Type

13F-HR

All Holdings (528 positions)

StockValue
HONHONEYWELL INTL
$27K
MPCMARATHON PETROLEUM
$26K
UPSUNITED PARCEL
$25K
EOSEATON VANCE
$24K
XLKTECHNOLOGY SELECT
$24K
COSTCOSTCO WHOLESALE
$24K
CTVACORTEVA INC
$24K
WBDWARNER BROS
$24K
ORCLORACLE CORP
$24K
BMYBRISTOL MYERS
$23K
MMM3M COMPANY
$23K
TXNMTXNM ENERGY
$23K
KOCOCA COLA COMPANY
$22K
LQDISHARES IBOXX
$22K
DDDUPONT DE
$22K
BNBROOKFIELD CORP
$21K
TXNTEXAS INSTRUMENTS
$20K
BSCQINVESCO BULLETSHARES
$20K
BSCPINVESCO BULLETSHARES
$20K
VCLTVANGUARD LONG
$20K
WMWASTE MANAGEMENT
$20K
MDTMEDTRONIC PLC
$20K
COPCONOCOPHILLIPS
$20K
IVEISHARES S&P
$20K
MFCMANULIFE FINANCIAL
$19K
PLBYPLAYBOY INC
$19K
UGIUGI CORP
$19K
PNCPNC FINANCIAL
$19K
CSQCALAMOS STRATEGIC
$18K
4I1PHILIP MORRIS
$18K
RTXRTX CORP
$18K
CPKCHESAPEAKE UTILITY
$18K
CVSCVS HEALTH
$17K
FFORD MOTOR
$17K
XLVHEALTHCARE SELECT
$17K
VTVANGUARD TOTAL
$16K
BBNBLACKROCK TXBL
$16K
TYLTYLER TECHNOLOGIES
$16K
FASTFASTENAL CO
$16K
SCCOSOUTHERN COPPER
$16K
EFAISHARES MSCI
$15K
VUGVANGUARD GROWTH
$15K
SPDWSPDR DEVELOPED
$15K
CGWINVESCO S&P
$15K
PRFINVESCO FTSE
$15K
OLPONE LIBERTY PPTYS INC
$15K
VNQVANGUARD REAL
$15K
ORLYO REILLY AUTOMOTIVE
$15K
IGMISHARES EXPANDED
$15K
DNPDNP SELECT
$15K
LRCXLAM RESEARCH
$15K
CATCATERPILLAR INC
$14K
CSCOCISCO SYSTEMS
$14K
PPLPPL CORP
$14K
XRNPXCOHEN & STEERS
$14K
MARMARRIOTT INTL
$14K
TIPISHARES TIPS
$13K
AEPAMERICAN ELECTRIC
$13K
BRBROADRIDGE FINANCIAL
$13K
ABBVABBVIE INC
$13K
GNLGLOBAL NET
$12K
GISGENERAL MILLS
$12K
BKNGBOOKING HOLDINGS
$12K
DGDOLLAR GENL
$11K
IWOISHARES RUSSELL
$11K
IYJISHARES U S
$11K
FDXFEDEX CORP
$11K
XLIINDUSTRIAL SELECT
$11K
PECOPHILLIPS EDISON
$11K
XLYCONSUMER DISCRETIONARY
$10K
NINISOURCE INC
$10K
KRKROGER CO
$10K
AMLPALERIAN MLP
$10K
SCHOSCHWAB SHORT
$10K
AEEAMEREN CORP
$10K
EWEDWARDS LIFESCIENCES
$9K
ZTSZOETIS INC
$9K
SPYMSPDR PORTFOLIO
$9K
MCIBARINGS CORP
$9K
ICVTISHARES CONV
$9K
IYKISHARES U S
$9K
TRVCCITIGROUP INC
$9K
CMGCHIPOTLE MEXICAN
$8K
AKRACADIA REALTY
$8K
SPEMSPDR EMERGING
$8K
DYHTARGET CORP
$8K
DOCHEALTHPEAK PPTYS
$8K
COFCAPITAL ONE
$8K
METMETLIFE INC
$8K
ALCOALICO INC
$8K
PJPINVESCO PHARMACEUTICALS
$8K
UALUNITED AIRLINES
$8K
CMICUMMINS INC
$8K
PHPARKER-HANNIFIN CORP
$8K
XLFFINANCIAL SELECT
$8K
EAELECTRONIC ARTS
$8K
GUNRFLEXSHARES MORNINGSTAR
$7K
GMGENERAL MOTORS
$7K
XWIAXWESTERN ASSET
$7K
PFFDGLOBAL X
$7K
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