Fortis Group Advisors, LLC
Top Portfolio Positions
339 positions ·
$266,359,898 total
· as of Dec 31, 2025
| Ticker | Company | Shares | Value (USD) | % of Portfolio |
|---|---|---|---|---|
| QQQ |
Invesco Qqq Trust, Series 1
|
44,300 | $27,213,932 | 10.22% |
| AAPL |
Apple Inc.
|
57,055 | $15,510,971 | 5.82% |
| SPY |
Spdr S&P 500 Etf Trust
|
21,428 | $14,612,181 | 5.49% |
| GLD |
Spdr Gold Trust
|
36,365 | $14,411,812 | 5.41% |
| GOOGL |
Alphabet Inc.
Communication Services
|
30,718 | $9,614,734 | 3.61% |
| AMZN |
Amazon Com Inc
|
37,034 | $8,548,187 | 3.21% |
| SLV |
iShares Silver Trust
|
109,626 | $7,062,106 | 2.65% |
| NVDA |
Nvidia Corp
Technology
|
29,389 | $5,481,048 | 2.06% |
| MSFT |
Microsoft Corp
Technology
|
11,245 | $5,438,306 | 2.04% |
| IAU |
Ishares Gold Trust
|
63,626 | $5,164,522 | 1.94% |
Portfolio Trend
Holdings in INSG
Export CSVShares Held
Position Value (USD)
8 of 8 shown
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2025-12-31 | $626 | 61 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $913 | 61 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $502 | 61 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $498 | 61 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $625 | 61 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $996 | 61 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $650 | 61 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $170 | 61 | Shares | Sole | 2024-04-30 | |
| No quarters match your search. | ||||||