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Asset Manager ← All Institutions

Fortis Advisors, LLC

Q2 2025 · Filed 2025-07-23
Market Value
$156M
+1.8%
Holdings
121
+7
New Purchases
10
Added To
22
Closed
4
Reduced
51
Top 10 Concentration
48.0%
Turnover
11.6%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
STX 2.16% 1.29% +0.87% $3M
VBIL 0.55% 0.00% +0.55% $866K
EMXC 4.20% 3.75% +0.44% $7M
IEMG 0.43% 0.00% +0.43% $667K
AIRR 2.91% 2.51% +0.39% $5M
IEFA 0.48% 0.13% +0.35% $757K
VEA 3.55% 3.22% +0.33% $6M
EFA 0.32% 0.00% +0.32% $507K
RSPT 1.61% 1.36% +0.25% $3M
GDX 2.43% 2.20% +0.23% $4M
ICOW 3.31% 3.08% +0.23% $5M
EFV 0.22% 0.00% +0.22% $340K
MXI 0.16% 0.00% +0.16% $251K
LQD 0.15% 0.00% +0.15% $229K
SRAD 0.14% 0.00% +0.14% $225K

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
EWJ 0.00% 1.39% -1.39% $0
VFVA 1.10% 2.00% -0.90% $2M
CALF 0.00% 0.87% -0.87% $0
AMLP 0.44% 1.26% -0.82% $684K
IUSV 0.30% 0.60% -0.29% $473K
BSV 7.27% 7.52% -0.24% $11M
RYE 1.83% 2.07% -0.24% $3M
GUNR 0.25% 0.46% -0.21% $397K
DBND 4.68% 4.87% -0.19% $7M
ABBV 0.00% 0.18% -0.18% $0
FDX 0.00% 0.17% -0.17% $0
VUSB 11.02% 11.16% -0.14% $17M
KDP 0.33% 0.46% -0.13% $519K
DFAC 0.60% 0.72% -0.12% $935K
MLPX 3.60% 3.71% -0.12% $6M

Sector Allocation Over Time

Market Cap Concentration

TierHoldingsValueWeight
Mega Cap 21 $19M 12.1%
Large Cap 65 $79M 50.8%
Mid Cap 21 $35M 22.7%
Small Cap 11 $22M 14.1%
Micro Cap 3 $554K 0.4%

Portfolio Analytics

Avg Market Cap
$342.0B
Median Market Cap
$38.7B
Avg P/E
37.2
Median P/E
27.6
Avg Dividend Yield
0.01%
Avg Beta
0.93
# Stocks
57
# ETFs / Funds
64

Top Holdings (121 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 VUSB 11.02% 345,067 $17M $49.86 $83K +1,588 +0.5%
2 BSV 7.27% 144,316 $11M $78.70 -$176K -3,025 -2.0%
3 DBND 4.68% 158,102 $7M $46.24 -$160K -3,710 -2.3%
4 EMXC 4.20% 103,805 $7M $63.14 $794K -753 -0.7%
5 VIG 3.78% 28,813 $6M $204.67 $288K -103 -0.4%
6 MLPX 3.60% 89,681 $6M $62.66 -$79K +375 +0.4%
7 VEA 3.55% 97,231 $6M $57.01 $598K -51 -0.1%
8 GLDM 3.39% 80,881 $5M $65.52 $263K -494 -0.6%
9 ICOW 3.31% 151,857 $5M $34.03 $443K +1,452 +1.0%
10 SCHP 3.22% 188,489 $5M $26.68 -$65K -929 -0.5%
11 AIRR 2.91% 55,771 $5M $81.40 $684K -763 -1.4%
12 GDX 2.43% 73,020 $4M $52.06 $424K -452 -0.6%
13 COWZ 2.24% 63,458 $3M $55.10 -$9K -554 -0.9%
14 STX 2.16% 23,350 $3M $144.33 $1M
15 MOO 2.14% 45,464 $3M $73.62 $238K -328 -0.7%
16 RYE 1.83% 38,421 $3M $74.48 -$312K -344 -0.9%
17 STIP 1.68% 25,437 $3M $102.91 $26K +385 +1.5%
18 RSPT 1.61% 61,727 $3M $40.78 $429K +680 +1.1%
19 TOTL 1.58% 61,559 $2M $40.11 -$11K +9 +0.0%
20 SCHO 1.43% 91,841 $2M $24.38 -$92K -3,921 -4.1%
21 AMZN 1.13% 8,038 $2M $219.39 $233K -7 -0.1%
22 VFVA 1.10% 14,496 $2M $118.30 -$1M -12,379 -46.1%
23 GOOG 1.03% 9,109 $2M $177.39 $76K -750 -7.6%
24 AAPL 0.93% 7,096 $1M $205.16 -$134K -61 -0.8%
25 GLD 0.89% 4,579 $1M $304.83 $76K
26 VHT 0.77% 4,859 $1M $248.36 -$94K -54 -1.1%
27 MSFT 0.77% 2,424 $1M $497.41 $238K -153 -5.9%
28 GOOGL 0.74% 6,548 $1M $176.23 $141K
29 DFAC 0.60% 26,090 $935K $35.84 -$163K -7,199 -21.6%
30 SHV 0.57% 7,991 $882K $110.41 $9K +83 +1.1%
31 VBIL 0.55% 11,463 $866K $75.55 +11,463 NEW
32 PBPB 0.55% 69,969 $857K $12.25 $192K
33 VWO 0.52% 16,320 $807K $49.46 $71K +46 +0.3%
34 XAR 0.51% 3,748 $791K $210.93 $179K -58 -1.5%
35 FHI 0.50% 17,675 $783K $44.32 $63K
36 IEFA 0.48% 9,066 $757K $83.48 $552K +6,356 +234.5%
37 XLK 0.47% 2,879 $729K $253.23 $122K -60 -2.0%
38 BRK-A 0.47% 1 $729K $728,800.00 -$70K
39 NEAR 0.46% 14,111 $721K $51.10 $12K +163 +1.2%
40 CIBR 0.46% 9,523 $720K $75.58 $73K -737 -7.2%
41 QUAL 0.45% 3,851 $704K $182.84 -$12K -342 -8.2%
42 UPS 0.45% 6,908 $697K $100.93 -$61K +15 +0.2%
43 TMO 0.44% 1,690 $685K $405.46 -$164K -17 -1.0%
44 AMLP 0.44% 14,001 $684K $48.86 -$1M -23,231 -62.4%
45 AL 0.43% 11,425 $668K $58.49 $116K
46 IEMG 0.43% 11,113 $667K $60.03 +11,113 NEW
47 C 0.41% 7,520 $640K $85.12 $69K -528 -6.6%
48 SCHG 0.41% 21,906 $640K $29.21 $165K +2,937 +15.5%
49 DIS 0.40% 5,022 $623K $124.01 $147K +200 +4.2%
50 META 0.39% 825 $609K $738.09 $99K -59 -6.7%
51 FCX 0.38% 13,675 $593K $43.35 $75K
52 JNJ 0.37% 3,800 $581K $152.77 -$50K
53 SOFI 0.37% 31,300 $570K $18.21 $206K
54 JEPI 0.35% 9,646 $548K $56.85 $11K +244 +2.6%
55 KDP 0.33% 15,687 $519K $33.06 -$189K -5,000 -24.2%
56 UNP 0.33% 2,250 $518K $230.08 -$14K
57 EFA 0.32% 5,669 $507K $89.38 +5,669 NEW
58 GS 0.32% 715 $506K $707.75 $115K
59 V 0.32% 1,395 $495K $355.05 -$55K -175 -11.2%
60 HR 0.32% 31,032 $492K $15.86 -$111K -4,641 -13.0%
61 MA 0.31% 871 $489K $561.94 $12K
62 BN 0.31% 7,900 $489K $61.85 $30K -850 -9.7%
63 IUSV 0.30% 5,000 $473K $94.63 -$444K -4,940 -49.7%
64 DGRO 0.29% 7,199 $460K $63.94 $74K +947 +15.2%
65 XLV 0.29% 3,407 $459K $134.80 -$110K -490 -12.6%
66 NEE 0.29% 6,613 $459K $69.42 -$52K -599 -8.3%
67 ICSH 0.28% 8,628 $438K $50.71 $5K +98 +1.1%
68 XBI 0.27% 5,176 $429K $82.92 -$53K -774 -13.0%
69 BRK-B 0.27% 856 $416K $485.77 -$40K
70 SO 0.26% 4,475 $411K $91.83 -$537
71 SPLG 0.26% 5,603 $407K $72.68 -$158K -2,991 -34.8%
72 GUNR 0.25% 9,904 $397K $40.11 -$314K -8,414 -45.9%
73 JEPQ 0.24% 6,966 $379K $54.40 $30K +234 +3.5%
74 ESI 0.24% 16,600 $376K $22.65 $664
75 IAC 0.23% 9,650 $360K $37.34 -$83K
76 COP 0.22% 3,875 $348K $89.74 -$59K
77 EFV 0.22% 5,364 $340K $63.48 +5,364 NEW
78 DFAT 0.22% 6,305 $340K $53.96 -$46K -1,196 -15.9%
79 TSM 0.22% 1,500 $340K $226.49 $91K
80 EOG 0.20% 2,675 $320K $119.61 -$23K
81 QLTA 0.20% 6,602 $316K $47.84 -$3K -101 -1.5%
82 INTU 0.20% 400 $315K $787.63 $69K
83 BWA 0.20% 9,400 $315K $33.48 $45K
84 AMD 0.20% 2,150 $305K $141.90 $84K
85 WMT 0.19% 3,070 $300K $97.78 $31K
86 ECOW 0.19% 13,565 $300K $22.08 $24K +88 +0.7%
87 DYNF 0.19% 5,439 $296K $54.46 $50K +385 +7.6%
88 VTI 0.19% 973 $296K $303.81 $809 -100 -9.3%
89 CVS 0.19% 4,200 $290K $68.98 $5K
90 IVW 0.18% 2,609 $287K $110.08 -$2K -507 -16.3%
91 EW 0.18% 3,500 $274K $78.21 -$16K -500 -12.5%
92 DKNG 0.17% 6,295 $270K $42.89 $61K
93 IGRO 0.17% 3,405 $269K $78.90 -$5K -374 -9.9%
94 GDXJ 0.17% 3,951 $267K $67.59 $41K
95 GLW 0.17% 5,075 $267K $52.59 -$43K -1,700 -25.1%
96 KKR 0.17% 2,000 $266K $133.03 $35K
97 FUTY 0.17% 4,943 $260K $52.60 $9K +13 +0.3%
98 HELO 0.16% 4,108 $257K $62.58 $12K +7 +0.2%
99 XLF 0.16% 4,812 $252K $52.37 -$10K -448 -8.5%
100 DVN 0.16% 7,900 $251K $31.81 -$119K -2,000 -20.2%

New Positions

SymbolValue% Port
VBIL $866K 0.55%
IEMG $667K 0.43%
EFA $507K 0.32%
EFV $340K 0.22%
MXI $251K 0.16%
LQD $229K 0.15%
SRAD $225K 0.14%
NVDA $221K 0.14%
IVE $209K 0.13%
FNDF $208K 0.13%

Sold Out Positions

SymbolValue% Port
FDX —%
ABBV —%
EWJ —%
CALF —%
View SEC EDGAR Filings for Fortis Advisors, LLC →

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms