FORTIS GROUP ADVISORS, LLC

PrivateCIK: 1815183
Location

WESTWOOD, NJ

664
Positions
$604.73M
Total AUM (reported)
7.78M
Total Shares

Allocation by class

TOTAL AUM$604.73M664 positions
COM$104.06M17.2%
STATE STREET SPD$68.60M11.3%
UNIT SER 1$26.59M4.4%
GOLD SHS$16.39M2.7%
S&P500 EQL WGT$15.95M2.6%
COMMON STOCK$14.97M2.5%
TR UNIT$13.92M2.3%

Portfolio Concentration

Top 312.8%4–1014.4%11–2517.5%Rest55.3%TOP 1027.2%0%100%
Top 3$77.59M12.8%
4–10$87.13M14.4%
11–25$105.54M17.5%
Rest$334.47M55.3%

Top 3 weight

12.8%

Top 10 weight

27.2%

Voting Authority Distribution

Total shares with voting rights: 7.78M

Sole

Full voting authority

0.00

shares

% of voting shares0.0%
Shared

Joint voting authority

0.00

shares

% of voting shares0.0%
None

No voting authority

7.78M

shares

% of voting shares100.0%

Investment Discretion (by position count)

Sole664
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings664
Rows:

SPDR SERIES TRUST

SOLE
STATE STREET SPD
Shares377.63K
TypeSH
Market value$34.61M
5.72%
Sole
0.00
Shared
0.00
None
377.63K

INVESCO QQQ TR

SOLE
UNIT SER 1
Shares39.83K
TypeSH
Market value$26.59M
4.40%
Sole
0.00
Shared
0.00
None
39.83K

SPDR GOLD TR

SOLE
GOLD SHS
Shares38.70K
TypeSH
Market value$16.39M
2.71%
Sole
0.00
Shared
0.00
None
38.70K

INVESCO EXCHANGE TRADED FD T

SOLE
S&P500 EQL WGT
Shares78.39K
TypeSH
Market value$15.95M
2.64%
Sole
0.00
Shared
0.00
None
78.39K

STATE STR SPDR S&P 500 ETF T

SOLE
TR UNIT
Shares19.37K
TypeSH
Market value$13.92M
2.30%
Sole
0.00
Shared
0.00
None
19.37K

APPLE INC

SOLE
COM
Shares49.47K
TypeSH
Market value$13.42M
2.22%
Sole
0.00
Shared
0.00
None
49.47K

INVESCO EXCH TRADED FD TR II

SOLE
S&P 500 MOMNTM
Shares96.28K
TypeSH
Market value$12.88M
2.13%
Sole
0.00
Shared
0.00
None
96.28K

SPDR SERIES TRUST

SOLE
STATE STREET SPD
Shares95.24K
TypeSH
Market value$10.70M
1.77%
Sole
0.00
Shared
0.00
None
95.24K

ALPHABET INC

SOLE
CAP STK CL A
Shares26.42K
TypeSH
Market value$10.17M
1.68%
Sole
0.00
Shared
0.00
None
26.42K

INVESCO EXCH TRADED FD TR II

SOLE
NASDAQ 100 ETF
Shares36.68K
TypeSH
Market value$10.08M
1.67%
Sole
0.00
Shared
0.00
None
36.68K

ALPS ETF TR

SOLE
ALERIAN MLP
Shares183.65K
TypeSH
Market value$9.94M
1.64%
Sole
0.00
Shared
0.00
None
183.65K

AMAZON COM INC

SOLE
COM
Shares37.01K
TypeSH
Market value$9.81M
1.62%
Sole
0.00
Shared
0.00
None
37.01K

ISHARES TR

SOLE
RUS 2000 VAL ETF
Shares39.18K
TypeSH
Market value$8.14M
1.35%
Sole
0.00
Shared
0.00
None
39.18K

INVESCO ACTVELY MNGD ETC FD

SOLE
OPTIMUM YIELD
Shares420.26K
TypeSH
Market value$7.79M
1.29%
Sole
0.00
Shared
0.00
None
420.26K

JANUS DETROIT STR TR

SOLE
HENDRSON AAA CL
Shares152.95K
TypeSH
Market value$7.73M
1.28%
Sole
0.00
Shared
0.00
None
152.95K

SPDR SERIES TRUST

SOLE
STATE STREET SPD
Shares91.28K
TypeSH
Market value$7.72M
1.28%
Sole
0.00
Shared
0.00
None
91.28K

ISHARES TR

SOLE
RUS 2000 GRW ETF
Shares18.99K
TypeSH
Market value$6.83M
1.13%
Sole
0.00
Shared
0.00
None
18.99K

INVESCO EXCH TRADED FD TR II

SOLE
S&P500 HDL VOL
Shares128.37K
TypeSH
Market value$6.47M
1.07%
Sole
0.00
Shared
0.00
None
128.37K

SPDR SERIES TRUST

SOLE
STATE STREET SPD
Shares28.61K
TypeSH
Market value$6.46M
1.07%
Sole
0.00
Shared
0.00
None
28.61K

SPDR SERIES TRUST

SOLE
STATE STREET SPD
Shares63.16K
TypeSH
Market value$6.28M
1.04%
Sole
0.00
Shared
0.00
None
63.16K

RBB FD INC

SOLE
F/M US TREASURY
Shares118.62K
TypeSH
Market value$5.91M
0.98%
Sole
0.00
Shared
0.00
None
118.62K

INVESCO EXCH TRADED FD TR II

SOLE
S&P 500 HB ETF
Shares43.56K
TypeSH
Market value$5.86M
0.97%
Sole
0.00
Shared
0.00
None
43.56K

ISHARES SILVER TR

SOLE
ISHARES
Shares85.69K
TypeSH
Market value$5.71M
0.94%
Sole
0.00
Shared
0.00
None
85.69K

ISHARES TR

SOLE
0-3 MNTH TREASRY
Shares54.69K
TypeSH
Market value$5.51M
0.91%
Sole
0.00
Shared
0.00
None
54.69K

FIRST TR EXCHANGE-TRADED FD

SOLE
SHS
Shares106.28K
TypeSH
Market value$5.39M
0.89%
Sole
0.00
Shared
0.00
None
106.28K
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