Fortis Group Advisors, LLC
CIK Number: 0001815183
537.03M
Market Value
458
# of Holdings
5 months
Avg. Holding Period
36.24%
Win Rate
14.87%
Peformance 3-Years
Main Sectors:
Top Industries:
| Rank | Symbol | Name | Price | % Change | Shares | % Change Shares | Market Value | Avg. Price Paid | % Weight |
|---|---|---|---|---|---|---|---|---|---|
| 1 | BIL | SPDR Bloomberg ... | 91.63 | +0.04% | 451.56K | +13.32% | 41.29M | 91.77 | 7.69% |
| 2 | SPMO | Invesco S&P 500... | 88.26 | 0.00% | 288.99K | +93.69% | 27.46M | 87.34 | 5.11% |
| 3 | AAPL | Apple Inc. | 196.98 | +1.39% | 68.19K | -2.16% | 17.08M | 168.75 | 3.18% |
| 4 | QQQM | Invesco NASDAQ ... | 182.86 | -0.02% | 69.66K | +72.11% | 14.66M | 203.41 | 2.73% |
| 5 | TCAF | T. Rowe Price E... | 30.49 | -0.55% | 380.85K | -41.86% | 12.67M | 31.43 | 2.36% |
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