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Fortis Advisors, LLC

13F
Fortis Advisors, LLC
Last update 2025-04-17 112 Stocks (7 new)
Value $153.00 Mil Turnover 3 %
Countries:
Fortis Advisors, LLC Top Holdings of 2025-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
VUSB
Vanguard Ultra-Short Bond ETF
343,479
17,124.2
-3.46%
11.160
-0.40%
0.370
+0.99%
+2.36%
5,305.2
 
BSV
Vanguard Short-Term Bond ETF
147,341
11,533.8
-1.28%
7.520
-0.10%
0.030
+1.08%
+3.32%
38,460.1
 
DBND
DoubleLine Opportunistic Core Bond ETF
DoubleLine Opportunistic Core Bond ETF
161,812
7,470.9
-0.06%
4.870
0%
-
+1.47%
+3.40%
459.6
 
EMXC
iShares MSCI Emerging Markets ex China ETF
iShares MSCI Emerging Markets ex China ETF
104,558
5,760.1
-1.55%
3.750
-0.06%
0.040
+18.54%
+16.23%
13,728.0
 
MLPX
Global X MLP & Energy Infrastructure ETF
Global X MLP & Energy Infrastructure ETF
89,306
5,698.6
+0.79%
3.710
+0.03%
0.210
+3.49%
+4.67%
2,623.0
 
VIG
Vanguard Dividend Appreciation FTF
28,916
5,609.4
+0.21%
3.660
+0.01%
0.010
+12.58%
+6.21%
89,349.2
 
SCHP
Schwab U.S. Tips ETF
189,418
5,093.5
-10.61%
3.320
-0.38%
0.040
+1.83%
+4.64%
13,056.1
 
GLDM
SPDR Gold MiniShares Trust
81,375
5,036.3
-0.63%
3.280
-0.02%
0.040
+0.81%
+27.54%
16,037.6
 
VEA
Vanguard FTSE Developed Markets ETF
97,282
4,944.9
+0.18%
3.220
+0.01%
0.000
+12.49%
+19.94%
157,607.2
 
ICOW
Pacer Developed Markets International Cash Cows 100 ETF
Pacer Developed Markets International Cash Cows 100 ETF
150,405
4,724.2
+0.10%
3.080
0%
0.450
+11.18%
+17.97%
1,155.0
 

Fortis Advisors, LLC's Historical Top Holdings Breakdowns

Fortis Advisors, LLC's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
VUSB
Vanguard Ultra-Short Bond ETF
2025-03-31
Reduce
Reduce
-0.40%
49.61 ($49.73) 49.89
$49.79
0.12%
Reduce -3.46%
343,479
-12,319
SCHP
Schwab U.S. Tips ETF
2025-03-31
Reduce
Reduce
-0.38%
25.69 ($26.29) 26.89
$26.58
1.10%
Reduce -10.61%
189,418
-22,493
EWJ
iShares MSCI Japan ETF
2025-03-31
Reduce
Reduce
-0.35%
65.24 ($68.76) 71.7
$71.81
4.44%
Reduce -20.19%
31,000
-7,842
EPD
Enterprise Products Partners LP
2025-03-31
New Buy
New Buy
+0.21%
31.75 ($33.3) 34.14
$31.35
-5.86%
New holding
9,465
9,465
DFAC
Dimensional U.S. Core Equity 2 ETF
2025-03-31
Reduce
Reduce
-0.20%
32.42 ($34.71) 36.1
$36.53
5.24%
Reduce -20.83%
33,289
-8,758
XLF
Financial Select Sector SPDR
2025-03-31
New Buy
New Buy
+0.17%
47.32 ($50.16) 52.19
$52.54
4.74%
New holding
5,260
5,260
HELO
JPMorgan Hedged Equity Laddered Overlay ETF
JPMorgan Hedged Equity Laddered Overlay ETF
2025-03-31
New Buy
New Buy
+0.16%
59.58 ($62) 63.7
$63.27
2.05%
New holding
4,101
4,101
GDXJ
VanEck Junior Gold Miners ETF
2025-03-31
New Buy
New Buy
+0.15%
43.79 ($50.42) 57.46
$66.19
31.28%
New holding
3,951
3,951
EFV
iShares MSCI EAFE Value ETF
2025-03-31
Sold Out
Sold Out
-0.14%
51.88 ($56.57) 60.73
$63.10
11.54%
Sold Out
0
-4,151
MRK
Merck & Co Inc
2025-03-31
Sold Out
Sold Out
-0.14%
83.01 ($93.37) 101.02
$79.96
-14.36%
Sold Out
0
-2,083

Fortis Advisors, LLC Total Holding History ($B)

To

Fortis Advisors, LLC's Asset Allocation

To

Fortis Advisors, LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

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Fortis Advisors, LLC's Hypothetical Growth since 2025-03-31

Fortis Advisors, LLC's Yearly Returns

Year Portfolio % % Excess Gain %

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