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Fortis Advisors, LLC Buys Vanguard Health Care ETF, iShares U.S. Healthcare ETF, BTC iShares MSCI India ETF, Sells S&P 500 ETF TRUST ETF, Aberdeen Standard Physical Precious Metals Basket , Invesco DWA Consumer Cyclicals Momentum ETF

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Nov 23, 2021
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Investment company Fortis Advisors, LLC (Current Portfolio) buys Vanguard Health Care ETF, iShares U.S. Healthcare ETF, BTC iShares MSCI India ETF, Bristol-Myers Squibb Co, Devon Energy Corp, sells S&P 500 ETF TRUST ETF, Aberdeen Standard Physical Precious Metals Basket , Invesco DWA Consumer Cyclicals Momentum ETF, iShares MSCI All Country Asia ex Japan Index Fund, Invesco DWA SmallCap Momentum ETF during the 3-months ended 2021Q3, according to the most recent filings of the investment company, Fortis Advisors, LLC. As of 2021Q3, Fortis Advisors, LLC owns 265 stocks with a total value of $164 million. These are the details of the buys and sells.

For the details of Fortis Advisors, LLC's stock buys and sells, go to https://www.gurufocus.com/guru/fortis+advisors%2C+llc/current-portfolio/portfolio

These are the top 5 holdings of Fortis Advisors, LLC
  1. Vanguard Total International Stock (VXUS) - 342,114 shares, 9.34% of the total portfolio. Shares added by 8.40%
  2. Vanguard Intermediate-Term Bond ETF (BIV) - 217,289 shares, 7.64% of the total portfolio. Shares added by 16.62%
  3. BTC iShares MSCI USA Quality Factor ETF (QUAL) - 159,150 shares, 7.02% of the total portfolio. Shares added by 9.90%
  4. BTC iShares MSCI USA Momentum Factor ETF (MTUM) - 130,416 shares, 6.50% of the total portfolio. Shares reduced by 14.36%
  5. Vanguard Short-Term Bond ETF (BSV) - 74,237 shares, 3.72% of the total portfolio. Shares reduced by 11.04%
New Purchase: Vanguard Health Care ETF (VHT)

Fortis Advisors, LLC initiated holding in Vanguard Health Care ETF. The purchase prices were between $246.86 and $264.89, with an estimated average price of $255.62. The stock is now traded at around $252.510000. The impact to a portfolio due to this purchase was 2.13%. The holding were 14,109 shares as of 2021-09-30.

New Purchase: BTC iShares MSCI India ETF (INDA)

Fortis Advisors, LLC initiated holding in BTC iShares MSCI India ETF. The purchase prices were between $43.81 and $50.07, with an estimated average price of $46.64. The stock is now traded at around $49.215000. The impact to a portfolio due to this purchase was 0.15%. The holding were 5,006 shares as of 2021-09-30.

New Purchase: Bristol-Myers Squibb Co (BMY)

Fortis Advisors, LLC initiated holding in Bristol-Myers Squibb Co. The purchase prices were between $59.17 and $69.31, with an estimated average price of $65.87. The stock is now traded at around $57.530000. The impact to a portfolio due to this purchase was 0.11%. The holding were 3,000 shares as of 2021-09-30.

New Purchase: Dimensional International Value ETF (DFIV)

Fortis Advisors, LLC initiated holding in Dimensional International Value ETF. The purchase prices were between $32.07 and $33.47, with an estimated average price of $32.96. The stock is now traded at around $33.250000. The impact to a portfolio due to this purchase was 0.1%. The holding were 5,212 shares as of 2021-09-30.

New Purchase: Pinterest Inc (PINS)

Fortis Advisors, LLC initiated holding in Pinterest Inc. The purchase prices were between $50.37 and $80.29, with an estimated average price of $61.63. The stock is now traded at around $41.859000. The impact to a portfolio due to this purchase was 0.09%. The holding were 3,000 shares as of 2021-09-30.

New Purchase: Aptiv PLC (APTV)

Fortis Advisors, LLC initiated holding in Aptiv PLC. The purchase prices were between $142.3 and $169.76, with an estimated average price of $155.69. The stock is now traded at around $172.530000. The impact to a portfolio due to this purchase was 0.09%. The holding were 1,000 shares as of 2021-09-30.

Added: iShares U.S. Healthcare ETF (IYH)

Fortis Advisors, LLC added to a holding in iShares U.S. Healthcare ETF by 27.21%. The purchase prices were between $274.76 and $295.47, with an estimated average price of $285.18. The stock is now traded at around $283.345000. The impact to a portfolio due to this purchase was 0.15%. The holding were 4,142 shares as of 2021-09-30.

Added: Devon Energy Corp (DVN)

Fortis Advisors, LLC added to a holding in Devon Energy Corp by 90.00%. The purchase prices were between $24.93 and $35.75, with an estimated average price of $28.39. The stock is now traded at around $43.420000. The impact to a portfolio due to this purchase was 0.1%. The holding were 9,500 shares as of 2021-09-30.

Added: CF Industries Holdings Inc (CF)

Fortis Advisors, LLC added to a holding in CF Industries Holdings Inc by 55.00%. The purchase prices were between $43.34 and $56.64, with an estimated average price of $48.02. The stock is now traded at around $65.110000. The impact to a portfolio due to this purchase was 0.07%. The holding were 6,200 shares as of 2021-09-30.

Added: iShares TIPS Bond ETF (TIP)

Fortis Advisors, LLC added to a holding in iShares TIPS Bond ETF by 23.03%. The purchase prices were between $125.12 and $128.94, with an estimated average price of $127.53. The stock is now traded at around $128.520000. The impact to a portfolio due to this purchase was 0.07%. The holding were 4,460 shares as of 2021-09-30.

Added: Freeport-McMoRan Inc (FCX)

Fortis Advisors, LLC added to a holding in Freeport-McMoRan Inc by 50.00%. The purchase prices were between $30.48 and $38.73, with an estimated average price of $35.25. The stock is now traded at around $38.700000. The impact to a portfolio due to this purchase was 0.06%. The holding were 9,000 shares as of 2021-09-30.

Added: Vanguard Long-Term Bond ETF (BLV)

Fortis Advisors, LLC added to a holding in Vanguard Long-Term Bond ETF by 172.90%. The purchase prices were between $101.85 and $106.16, with an estimated average price of $104.22. The stock is now traded at around $101.870000. The impact to a portfolio due to this purchase was 0.06%. The holding were 1,460 shares as of 2021-09-30.

Sold Out: Aberdeen Standard Physical Precious Metals Basket (GLTR)

Fortis Advisors, LLC sold out a holding in Aberdeen Standard Physical Precious Metals Basket . The sale prices were between $84.6 and $98.65, with an estimated average price of $92.9.

Sold Out: iShares MSCI EAFE ETF (EFA)

Fortis Advisors, LLC sold out a holding in iShares MSCI EAFE ETF. The sale prices were between $76.9 and $82.13, with an estimated average price of $80.01.

Sold Out: Vanguard FTSE Europe ETF (VGK)

Fortis Advisors, LLC sold out a holding in Vanguard FTSE Europe ETF. The sale prices were between $65.12 and $70.19, with an estimated average price of $68.16.

Sold Out: iShares MSCI Intl Momentum Factor ET (IMTM)

Fortis Advisors, LLC sold out a holding in iShares MSCI Intl Momentum Factor ET. The sale prices were between $37.19 and $40.44, with an estimated average price of $39.26.

Sold Out: iShares Core MSCI Emerging Markets ETF (IEMG)

Fortis Advisors, LLC sold out a holding in iShares Core MSCI Emerging Markets ETF. The sale prices were between $60.55 and $66.68, with an estimated average price of $63.66.

Sold Out: iShares MSCI China ETF (MCHI)

Fortis Advisors, LLC sold out a holding in iShares MSCI China ETF. The sale prices were between $66.13 and $81.77, with an estimated average price of $71.93.

Reduced: S&P 500 ETF TRUST ETF (SPY)

Fortis Advisors, LLC reduced to a holding in S&P 500 ETF TRUST ETF by 100%. The sale prices were between $423.61 and $451.74, with an estimated average price of $439.92. The stock is now traded at around $465.300000. The impact to a portfolio due to this sale was -2.08%. Fortis Advisors, LLC still held 130 shares as of 2021-09-30.

Reduced: Invesco DWA Consumer Cyclicals Momentum ETF (PEZ)

Fortis Advisors, LLC reduced to a holding in Invesco DWA Consumer Cyclicals Momentum ETF by 37.52%. The sale prices were between $82.99 and $93.23, with an estimated average price of $89.89. The stock is now traded at around $99.780000. The impact to a portfolio due to this sale was -0.64%. Fortis Advisors, LLC still held 40,893 shares as of 2021-09-30.

Reduced: iShares MSCI All Country Asia ex Japan Index Fund (AAXJ)

Fortis Advisors, LLC reduced to a holding in iShares MSCI All Country Asia ex Japan Index Fund by 35.93%. The sale prices were between $84.02 and $93.84, with an estimated average price of $88.44. The stock is now traded at around $85.950000. The impact to a portfolio due to this sale was -0.62%. Fortis Advisors, LLC still held 32,413 shares as of 2021-09-30.

Reduced: Invesco DWA SmallCap Momentum ETF (DWAS)

Fortis Advisors, LLC reduced to a holding in Invesco DWA SmallCap Momentum ETF by 36.76%. The sale prices were between $79.6 and $91.03, with an estimated average price of $85.86. The stock is now traded at around $93.710000. The impact to a portfolio due to this sale was -0.6%. Fortis Advisors, LLC still held 33,315 shares as of 2021-09-30.

Reduced: First Trust Chindia ETF (FNI)

Fortis Advisors, LLC reduced to a holding in First Trust Chindia ETF by 99.53%. The sale prices were between $49.24 and $61.41, with an estimated average price of $54.29. The stock is now traded at around $52.620000. The impact to a portfolio due to this sale was -0.52%. Fortis Advisors, LLC still held 68 shares as of 2021-09-30.

Reduced: Vanguard FTSE All-World ex-US ETF (VEU)

Fortis Advisors, LLC reduced to a holding in Vanguard FTSE All-World ex-US ETF by 57.97%. The sale prices were between $60.96 and $64.22, with an estimated average price of $62.6. The stock is now traded at around $61.960000. The impact to a portfolio due to this sale was -0.51%. Fortis Advisors, LLC still held 10,103 shares as of 2021-09-30.



Here is the complete portfolio of Fortis Advisors, LLC. Also check out:

1. Fortis Advisors, LLC's Undervalued Stocks
2. Fortis Advisors, LLC's Top Growth Companies, and
3. Fortis Advisors, LLC's High Yield stocks
4. Stocks that Fortis Advisors, LLC keeps buying
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