Fortis Group Advisors, LLC
Top Portfolio Positions
367 positions ·
$228,197,110 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| 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 GDLC
1 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $696,285 | 22,324 | Shares | Sole | 2026-05-08 | |
| No 13F history on record for this holder in this stock. | ||||||