Fortis Group Advisors, LLC
CIK
1815183
City
WESTWOOD
State / Country
NJ
Top Portfolio Positions
367 positions ·
$228,197,110 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio |
|---|---|---|---|---|
| QQQ |
Invesco Qqq Trust, Series 1
|
39,997 | $23,085,467 | 10.12% |
| GLD |
Spdr Gold Trust
|
39,308 | $16,913,838 | 7.41% |
| SPY |
Spdr S&P 500 ETF Trust
|
23,335 | $15,175,683 | 6.65% |
| AAPL |
Apple Inc.
Technology
|
53,585 | $13,599,336 | 5.96% |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
37,607 | $7,832,409 | 3.43% |
| GOOGL |
Alphabet Inc.
Communication Services
|
26,420 | $7,597,335 | 3.33% |
| SLV |
iShares Silver Trust
|
87,070 | $5,932,948 | 2.60% |
| XOM |
Exxon Mobil Corp
Energy
|
32,300 | $5,480,017 | 2.40% |
| NVDA |
Nvidia Corp
Technology
|
29,039 | $5,064,401 | 2.22% |
| AAAU |
Goldman Sachs Physical Gold ETF
|
103,865 | $4,797,524 | 2.10% |
Portfolio Trend
Holdings in CIK
Shares Held
Position Value (USD)
7 of 7 shown
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $31,454 | 12,287 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $34,772 | 12,287 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $36,000 | 12,287 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $36,301 | 12,264 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $35,542 | 12,256 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $35,419 | 12,256 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $39,471 | 12,774 | Shares | Sole | 2024-10-21 | |
| No quarters match your search. | ||||||