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Home > Institutional Investor > Fortis Group Advisors, Llc > Profile

Instuitional Investor - Fortis Group Advisors, Llc

Fund Profile
Filing Period:
Fund Name: Fortis Group Advisors, Llc
Portfolio Value $596,194,266
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Invesco Qqq Tr
 44,144 $27,451,740 4.6%
2.
Spdr Series Trust
 279,437 $25,610,436 4.3%
3.
Invesco Exch Traded Fd Tr Ii - S&P 500 MOMNTM
 134,655 $16,141,048 2.71%
4.
Spdr Gold Trust
 GLD 35,737 $15,901,178 2.67%
5.
Ishares Trust
 IEF 43,637 $14,676,369 2.46%
Insider Monkey Quarterly Strategy
+498.7% Insider Monkey Quarterly Strategy
+195% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%

Returns since its inception in May 2014 (through February 18th, 2026)

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