| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q2 2017 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| SPDR SER TR | 7 | Q2 2024 | 27.0% |
| SPDR GOLD TR | 7 | Q2 2024 | 9.7% |
| APPLE INC | 7 | Q2 2024 | 3.0% |
| ISHARES TR | 7 | Q2 2024 | 10.2% |
| ISHARES TR | 7 | Q2 2024 | 7.7% |
| ISHARES TR | 7 | Q2 2024 | 3.2% |
| VISA INC | 7 | Q2 2024 | 1.8% |
| SPDR S&P 500 ETF TR | 7 | Q2 2024 | 3.1% |
| INVESCO QQQ TR | 7 | Q2 2024 | 3.1% |
| UNITEDHEALTH GROUP INC | 7 | Q2 2024 | 1.6% |
View Fortis Group Advisors, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-07-30 |
| N-PX | 2024-07-23 |
| 13F-HR | 2024-04-30 |
| 13F-HR | 2024-03-04 |
| 13F-HR | 2023-12-01 |
| 13F-HR | 2023-07-18 |
| 13F-HR | 2023-05-26 |
| 13F-HR | 2020-11-17 |
View Fortis Group Advisors, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.