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Asset Manager ← All Institutions

Fortis Advisors, LLC

Q4 2025 · Filed 2026-02-10
Market Value
$182M
+3.5%
Holdings
134
+4
New Purchases
12
Added To
42
Closed
13
Reduced
39
Top 10 Concentration
43.1%
Turnover
18.7%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
VBIL 3.28% 0.74% +2.54% $6M
BDYN 0.51% 0.00% +0.51% $918K
STX 3.54% 3.14% +0.40% $6M
BDVL 0.35% 0.00% +0.35% $641K
SPYV 0.27% 0.00% +0.27% $496K
VOYG 0.25% 0.00% +0.25% $459K
SETM 2.29% 2.04% +0.24% $4M
GOOGL 1.13% 0.91% +0.22% $2M
VUG 0.22% 0.00% +0.22% $400K
GDX 3.53% 3.34% +0.19% $6M
VXUS 0.17% 0.00% +0.17% $313K
GOOG 1.34% 1.20% +0.15% $2M
GLDM 3.08% 2.95% +0.14% $6M
GNRC 0.14% 0.00% +0.14% $245K
CLOA 0.13% 0.00% +0.13% $236K

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
FHI 0.00% 0.86% -0.86% $0
PBPB 0.00% 0.68% -0.68% $0
GLD 0.50% 0.96% -0.46% $917K
MOO 1.45% 1.89% -0.45% $3M
RYE 1.54% 1.91% -0.37% $3M
VUSB 9.41% 9.75% -0.34% $17M
DBND 5.21% 5.54% -0.33% $9M
XAR 0.14% 0.45% -0.31% $260K
MLPX 2.69% 2.92% -0.23% $5M
COP 0.00% 0.21% -0.21% $0
COWZ 1.28% 1.48% -0.20% $2M
SHLD 1.53% 1.72% -0.19% $3M
IAC 0.00% 0.19% -0.19% $0
SCHP 3.13% 3.31% -0.18% $6M
QUAL 0.00% 0.16% -0.16% $0

Sector Allocation Over Time

Market Cap Concentration

TierHoldingsValueWeight
Mega Cap 27 $27M 15.0%
Large Cap 65 $80M 44.1%
Mid Cap 25 $45M 24.9%
Small Cap 13 $24M 13.0%
Micro Cap 4 $5M 3.0%

Portfolio Analytics

Avg Market Cap
$328.5B
Median Market Cap
$35.4B
Avg P/E
38.2
Median P/E
28.3
Avg Dividend Yield
0.01%
Avg Beta
0.94
# Stocks
59
# ETFs / Funds
75

Top Holdings (134 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 VUSB 9.41% 342,921 $17M $49.84 -$10K +873 +0.3%
2 DBND 5.21% 204,107 $9M $46.36 -$250K -4,638 -2.2%
3 BSV 3.97% 91,530 $7M $78.81 $73K +1,046 +1.2%
4 EMXC 3.78% 94,342 $7M $72.68 $355K -1,965 -2.0%
5 ICOW 3.64% 170,907 $7M $38.68 $178K -5,717 -3.2%
6 VEA 3.60% 104,531 $7M $62.47 $150K -1,945 -1.8%
7 STX 3.54% 23,350 $6M $275.39 $918K
8 GDX 3.53% 74,668 $6M $85.77 $551K -1,942 -2.5%
9 VBIL 3.28% 78,895 $6M $75.43 $5M +61,715 +359.2%
10 SCHP 3.13% 214,677 $6M $26.49 -$115K -606 -0.3%
11 VIG 3.08% 25,490 $6M $219.78 -$1K -477 -1.8%
12 GLDM 3.08% 65,605 $6M $85.37 $432K -2,006 -3.0%
13 MLPX 2.69% 80,757 $5M $60.53 -$238K -981 -1.2%
14 AIRR 2.53% 46,807 $5M $98.32 -$63K -1,441 -3.0%
15 SETM 2.29% 143,405 $4M $28.95 $570K +1,016 +0.7%
16 COWG 2.03% 104,928 $4M $35.21 -$87K +750 +0.7%
17 VTI 1.83% 9,895 $3M $335.26 $233K +496 +5.3%
18 RYE 1.54% 35,205 $3M $79.59 -$547K -6,854 -16.3%
19 SHLD 1.53% 42,785 $3M $64.79 -$239K -79 -0.2%
20 MOO 1.45% 36,146 $3M $72.79 -$691K -9,085 -20.1%
21 STIP 1.42% 25,127 $3M $102.39 $9K +325 +1.3%
22 GOOG 1.34% 7,759 $2M $313.80 $338K -850 -9.9%
23 COWZ 1.28% 38,657 $2M $60.17 -$268K -6,486 -14.4%
24 SCHO 1.22% 90,852 $2M $24.37 -$50K -1,929 -2.1%
25 TOTL 1.21% 54,612 $2M $40.25 $23K +1,006 +1.9%
26 GOOGL 1.13% 6,548 $2M $313.00 $458K
27 AAPL 0.98% 6,560 $2M $271.88 $59K -214 -3.2%
28 AMZN 0.91% 7,168 $2M $230.82 $32K -220 -3.0%
29 IEMG 0.91% 24,600 $2M $67.22 $229K +2,987 +13.8%
30 EEMA 0.90% 17,420 $2M $94.02 $45K +56 +0.3%
31 IEFA 0.80% 16,233 $1M $89.46 $75K +458 +2.9%
32 XLK 0.63% 7,890 $1M $143.98 $230K +4,675 +145.4%
33 MSFT 0.62% 2,329 $1M $483.62 -$81K -2 -0.1%
34 DFAC 0.57% 26,223 $1M $39.59 $29K +61 +0.2%
35 SPDN 0.53% 101,779 $960K $9.43 -$11K +809 +0.8%
36 BDYN 0.51% 35,860 $918K $25.61 +35,860 NEW
37 GLD 0.50% 2,313 $917K $396.31 -$770K -2,431 -51.2%
38 SCHG 0.50% 27,635 $901K $32.62 $82K +1,960 +7.6%
39 SHV 0.50% 8,180 $901K $110.15 $9K +106 +1.3%
40 VFVA 0.47% 6,473 $859K $132.78 $39K +37 +0.6%
41 IVV 0.46% 1,219 $835K $685.02 $20K +2 +0.2%
42 BRK-A 0.42% 1 $755K $754,800.00 $600
43 NEAR 0.41% 14,489 $740K $51.10 $9K +226 +1.6%
44 C 0.39% 6,020 $702K $116.69 $91K
45 UPS 0.38% 6,941 $688K $99.19 $235K +1,516 +27.9%
46 AMLP 0.38% 14,589 $686K $47.02 $16K +303 +2.1%
47 CIBR 0.37% 9,418 $673K $71.45 -$51K -106 -1.1%
48 VHT 0.37% 2,332 $671K $287.82 $59K -25 -1.1%
49 XLV 0.36% 4,250 $658K $154.78 $183K +836 +24.5%
50 BDVL 0.35% 25,840 $641K $24.81 +25,840 NEW
51 RSPT 0.35% 14,021 $638K $45.51 -$83K -2,163 -13.4%
52 GS 0.35% 715 $628K $879.00 $59K
53 TMO 0.34% 1,065 $617K $579.45 $101K
54 FCX 0.34% 12,075 $613K $50.79 $140K
55 JEPI 0.32% 10,027 $574K $57.24 $12K +188 +1.9%
56 BN 0.30% 11,850 $544K $45.89 $2K +3,950 +50.0%
57 HR 0.30% 31,890 $541K $16.95 -$27K +425 +1.4%
58 GDXJ 0.29% 4,660 $530K $113.79 $70K +9 +0.2%
59 UNP 0.29% 2,250 $520K $231.32 -$11K
60 IUSV 0.29% 5,051 $518K $102.54 $16K +27 +0.5%
61 AL 0.28% 7,925 $509K $64.23 $5K
62 META 0.28% 767 $506K $660.09 -$91K -47 -5.8%
63 SPYV 0.27% 8,736 $496K $56.81 +8,736 NEW
64 XBI 0.26% 3,906 $476K $121.95 $8K -770 -16.5%
65 SPY 0.26% 694 $473K $681.94 $5K -9 -1.3%
66 MA 0.26% 821 $469K $570.88 -$27K -50 -5.7%
67 NEE 0.26% 5,813 $467K $80.28 -$17K -600 -9.4%
68 VOYG 0.25% 17,563 $459K $26.14 +17,563 NEW
69 SOFI 0.25% 17,500 $458K $26.18 -$57K -2,000 -10.3%
70 ICSH 0.25% 8,860 $448K $50.58 $5K +129 +1.5%
71 BRK-B 0.24% 856 $430K $502.65 -$77
72 JEPQ 0.23% 7,326 $426K $58.12 $15K +183 +2.6%
73 DIS 0.23% 3,722 $423K $113.77 -$3K
74 ESI 0.23% 16,600 $415K $24.99 -$3K
75 V 0.23% 1,180 $414K $350.71 -$15K -75 -6.0%
76 VUG 0.22% 820 $400K $488.03 +820 NEW
77 SO 0.21% 4,475 $390K $87.20 -$34K
78 SPLG 0.21% 4,812 $386K $80.22 $10K +14 +0.3%
79 TSM 0.21% 1,250 $380K $303.89 -$39K -250 -16.7%
80 DFAT 0.21% 6,360 $379K $59.54 $10K +25 +0.4%
81 XLF 0.21% 6,849 $375K $54.77 $24K +336 +5.2%
82 DYNF 0.21% 6,131 $373K $60.81 $13K +52 +0.9%
83 GLW 0.20% 4,075 $357K $87.56 -$59K -1,000 -19.7%
84 DGRO 0.19% 5,042 $350K $69.43 -$8K -213 -4.0%
85 BINC 0.19% 6,565 $346K $52.77 $99K +1,922 +41.4%
86 WMT 0.19% 3,070 $342K $111.41 $26K
87 ECOW 0.18% 13,717 $335K $24.40 -$512
88 CVS 0.18% 4,200 $333K $79.36 $17K
89 IVE 0.18% 1,568 $332K $212.01 $99K +439 +38.9%
90 WBD 0.18% 11,400 $329K $28.82 $106K
91 VXUS 0.17% 4,149 $313K $75.45 +4,149 NEW
92 AMD 0.17% 1,450 $311K $214.16 -$37K -700 -32.6%
93 LQD 0.17% 2,738 $302K $110.19 $46K +445 +19.4%
94 EW 0.16% 3,500 $298K $85.25 $26K
95 DVN 0.16% 7,900 $289K $36.63 $12K
96 IEUR 0.15% 3,882 $276K $70.97 $70K +858 +28.4%
97 BWA 0.15% 6,100 $275K $45.06 $7K
98 HELO 0.15% 4,124 $274K $66.43 $6K +8 +0.2%
99 JPM 0.15% 849 $274K $322.22 $6K
100 IVW 0.15% 2,176 $268K $123.26 $9K +28 +1.3%

Options Breakdown

0 Calls $0 Call Value 1 Puts $3M Put Value

Top Puts

SymbolSharesValueStatus
STX 10,000 $3M

New Positions

SymbolValue% Port
BDYN $918K 0.51%
BDVL $641K 0.35%
SPYV $496K 0.27%
VOYG $459K 0.25%
VUG $400K 0.22%
VXUS $313K 0.17%
GNRC $245K 0.14%
CLOA $236K 0.13%
MS $222K 0.12%
MRK $219K 0.12%
TLT $219K 0.12%
AXP $218K 0.12%

Sold Out Positions

SymbolValue% Port
EOG —%
FHI —%
COP —%
IAC —%
DKNG —%
MBB —%
PSNY —%
FNDF —%
SRAD —%
QUAL —%
IGRO —%
PBPB —%
JUPW —%
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