$516 Million is the total value of Fortis Group Advisors, LLC's 580 reported holdings in Q3 2020. The portfolio turnover from Q2 2020 to Q3 2020 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q3 2020 | ||||||||
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2020-11-17
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| SPDR SER TR | 4 | Q3 2023 | 27.0% |
| SPDR GOLD TR | 4 | Q3 2023 | 9.7% |
| ISHARES TR | 4 | Q3 2023 | 7.7% |
| ISHARES TR | 4 | Q3 2023 | 10.2% |
| APPLE INC | 4 | Q3 2023 | 3.0% |
| ISHARES TR | 4 | Q3 2023 | 3.2% |
| ISHARES TR | 4 | Q3 2023 | 8.7% |
| VISA INC | 4 | Q3 2023 | 1.8% |
| SPDR SER TR | 4 | Q3 2023 | 2.5% |
| UNITEDHEALTH GROUP INC | 4 | Q3 2023 | 1.6% |
View Fortis Group Advisors, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 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.