1. How to use GuruFocus - Tutorials
  2. What Is in the GuruFocus Premium Membership?
  3. A DIY Guide on How to Invest Using Guru Strategies
insider
insider
Articles 

Fortis Advisors, LLC Buys SPDR S&P 500, Vanguard Small-Cap Value, iShares Short Treasury Bond ETF, Sells FedEx Corp, iShares iBoxx $ Investment Grade Corporate Bond, Syneos Health Inc

Investment company Fortis Advisors, LLC buys SPDR S&P 500, Vanguard Small-Cap Value, iShares Short Treasury Bond ETF, SPDR S&P Dividend, iShares Edge MSCI USA Value Factor, iShares Core S&P Mid-Cap, iShares MSCI EAFE, Tyson Foods Inc, DISH Network Corp, Delta Air Lines Inc, Tegna Inc, California Water Service Group, Omnicom Group Inc, Masimo Corp, Vanguard FTSE Emerging Markets, Clorox Co, Anglogold Ashanti, Sterling Construction Co Inc, Berry Global Group Inc, AMC Networks Inc, Turtle Beach Corp, Tenet Healthcare Corp, Weight Watchers International Inc, iShares Russell 2000 Value, Vanguard Long-Treasury ETF, Berkshire Hathaway Inc, SPDR Select Sector Fund - Health Care, Lam Research Corp, KLA-Tencor Corp, Viacom Inc, Southwest Airlines Co, Nucor Corp, Abbott Laboratories, H&R Block Inc, LyondellBasell Industries NV, Archer-Daniels Midland Co, Marathon Petroleum Corp, Macy's Inc, Vanguard FTSE Developed Markets, Flotek Industries Inc, Gap Inc, HCA Healthcare Inc, The Home Depot Inc, Intel Corp, D.R. Horton Inc, Cummins Inc, United Continental Holdings Inc, National Oilwell Varco Inc, Conagra Brands Inc, Taiwan Semiconductor Manufacturing Co, Synovus Financial Corp, United Technologies Corp, Texas Instruments Inc, Element Solutions Inc, DowDuPont Inc, Cimarex Energy Co, The Kroger Co, Eli Lilly and Co, iShares National Muni Bond, NextEra Energy Inc, PNC Financial Services Group Inc, Fifth Third Bancorp, The Scotts Miracle Gro Co, American Tower Corp, Western Midstream Partners LP, Zoetis Inc, Vanguard Mortgage-Backed Securities ETF, Vanguard FTSE All-Wld ex-US SmCp Idx, Sherwin-Williams Co, Vanguard Short-Term Bond, Carvana Co, iShares Russell 2000 Growth, Union Pacific Corp, SPDR Nuveen Bloomberg Barclays Short Term Municipa, Regeneron Pharmaceuticals Inc, Schwab US Aggregate Bond, Antero Midstream Corp, Pimco Investment Grade Corporate Bond Index Exchan, Vanguard FTSE All World Ex US, Telefonica SA, sells FedEx Corp, iShares iBoxx $ Investment Grade Corporate Bond, Syneos Health Inc, Electro Scientific Industries Inc, Helen Of Troy, Revlon Inc, Alaska Air Group Inc, Argan Inc, Eaton Corp PLC, Mesabi Trust, Gilead Sciences Inc, L Brands Inc, Casa Systems Inc, Seabridge Gold Inc, DexCom Inc, Casella Waste Systems Inc, Encompass Health Corp, US Ecology Inc, Occidental Petroleum Corp, PepsiCo Inc, iShares U.S. Regional Banks, iShares Russell Midcap Growth, iShares S&P 500 Growth, Hologic Inc, Trinity Industries Inc, iShares Russell Mid-Cap, MB Financial Inc, CVS Health Corp, Microchip Technology Inc, Chevron Corp, Western Midstream Partners LP, IAC/InterActiveCorp, EOG Resources Inc, Antero Midstream Corp during the 3-months ended 2019Q1, according to the most recent filings of the investment company, Fortis Advisors, LLC. As of 2019Q1, Fortis Advisors, LLC owns 307 stocks with a total value of $170 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. Federated Investors Inc (FII) - 1,965,733 shares, 33.99% of the total portfolio.
  2. iShares Edge MSCI USA Momentum Factor (MTUM) - 132,547 shares, 8.77% of the total portfolio. Shares added by 6.42%
  3. iShares Core S&P U.S. Value ETF (IUSV) - 204,697 shares, 6.62% of the total portfolio. Shares reduced by 0.58%
  4. McDonald's Corp (MCD) - 47,074 shares, 5.27% of the total portfolio. Shares reduced by 0.03%
  5. iShares Core U.S. Aggregate Bond (AGG) - 44,726 shares, 2.88% of the total portfolio. Shares added by 11.95%
New Purchase: iShares Short Treasury Bond ETF (SHV)

Fortis Advisors, LLC initiated holding in iShares Short Treasury Bond ETF. The purchase prices were between $110.3 and $110.57, with an estimated average price of $110.45. The stock is now traded at around $110.46. The impact to a portfolio due to this purchase was 0.68%. The holding were 10,461 shares as of .

New Purchase: SPDR S&P Dividend (SDY)

Fortis Advisors, LLC initiated holding in SPDR S&P Dividend. The purchase prices were between $87.8 and $99.63, with an estimated average price of $96.02. The stock is now traded at around $98.89. The impact to a portfolio due to this purchase was 0.43%. The holding were 7,364 shares as of .

New Purchase: Tyson Foods Inc (TSN)

Fortis Advisors, LLC initiated holding in Tyson Foods Inc. The purchase prices were between $53.35 and $69.43, with an estimated average price of $61.77. The stock is now traded at around $82.24. The impact to a portfolio due to this purchase was 0.17%. The holding were 4,113 shares as of .

New Purchase: DISH Network Corp (DISH)

Fortis Advisors, LLC initiated holding in DISH Network Corp. The purchase prices were between $24.97 and $33.47, with an estimated average price of $30.53. The stock is now traded at around $34.89. The impact to a portfolio due to this purchase was 0.16%. The holding were 8,498 shares as of .

New Purchase: California Water Service Group (CWT)

Fortis Advisors, LLC initiated holding in California Water Service Group. The purchase prices were between $44.86 and $54.67, with an estimated average price of $50.25. The stock is now traded at around $50.24. The impact to a portfolio due to this purchase was 0.14%. The holding were 4,365 shares as of .

New Purchase: Omnicom Group Inc (OMC)

Fortis Advisors, LLC initiated holding in Omnicom Group Inc. The purchase prices were between $71.57 and $78.36, with an estimated average price of $75.08. The stock is now traded at around $79.15. The impact to a portfolio due to this purchase was 0.14%. The holding were 3,238 shares as of .

Added: SPDR S&P 500 (SPY)

Fortis Advisors, LLC added to a holding in SPDR S&P 500 by 111.96%. The purchase prices were between $244.21 and $284.73, with an estimated average price of $271.34. The stock is now traded at around $285.06. The impact to a portfolio due to this purchase was 0.73%. The holding were 8,294 shares as of .

Added: Vanguard Small-Cap Value (VBR)

Fortis Advisors, LLC added to a holding in Vanguard Small-Cap Value by 35.47%. The purchase prices were between $112.91 and $133.45, with an estimated average price of $127.03. The stock is now traded at around $129.70. The impact to a portfolio due to this purchase was 0.71%. The holding were 35,780 shares as of .

Added: iShares Edge MSCI USA Value Factor (VLUE)

Fortis Advisors, LLC added to a holding in iShares Edge MSCI USA Value Factor by 24.66%. The purchase prices were between $71.93 and $82.24, with an estimated average price of $79.16. The stock is now traded at around $79.52. The impact to a portfolio due to this purchase was 0.37%. The holding were 39,693 shares as of .

Added: iShares Core S&P Mid-Cap (IJH)

Fortis Advisors, LLC added to a holding in iShares Core S&P Mid-Cap by 325.54%. The purchase prices were between $162.23 and $192.69, with an estimated average price of $184.06. The stock is now traded at around $190.02. The impact to a portfolio due to this purchase was 0.34%. The holding were 3,949 shares as of .

Added: iShares MSCI EAFE (EFA)

Fortis Advisors, LLC added to a holding in iShares MSCI EAFE by 79.62%. The purchase prices were between $58.13 and $65.61, with an estimated average price of $63. The stock is now traded at around $64.68. The impact to a portfolio due to this purchase was 0.24%. The holding were 14,465 shares as of .

Added: Delta Air Lines Inc (DAL)

Fortis Advisors, LLC added to a holding in Delta Air Lines Inc by 251.85%. The purchase prices were between $45.61 and $51.82, with an estimated average price of $49.61. The stock is now traded at around $55.05. The impact to a portfolio due to this purchase was 0.15%. The holding were 7,037 shares as of .

Sold Out: Electro Scientific Industries Inc (ESIO)

Fortis Advisors, LLC sold out a holding in Electro Scientific Industries Inc. The sale prices were between $29.91 and $30, with an estimated average price of $29.97.

Sold Out: Helen Of Troy Ltd (HELE)

Fortis Advisors, LLC sold out a holding in Helen Of Troy Ltd. The sale prices were between $109.33 and $133.95, with an estimated average price of $115.53.

Sold Out: Revlon Inc (REV)

Fortis Advisors, LLC sold out a holding in Revlon Inc. The sale prices were between $18.02 and $28.28, with an estimated average price of $24.26.

Sold Out: Alaska Air Group Inc (ALK)

Fortis Advisors, LLC sold out a holding in Alaska Air Group Inc. The sale prices were between $53.6 and $66.7, with an estimated average price of $61.2.

Sold Out: Argan Inc (AGX)

Fortis Advisors, LLC sold out a holding in Argan Inc. The sale prices were between $37.84 and $50, with an estimated average price of $44.89.

Sold Out: Gilead Sciences Inc (GILD)

Fortis Advisors, LLC sold out a holding in Gilead Sciences Inc. The sale prices were between $62.53 and $70.05, with an estimated average price of $66.46.



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

Rating: 0.0/5 (0 votes)

Comments

Please leave your comment:


Performances of the stocks mentioned by insider


User Generated Screeners


pjmason14Momentum
pascal.van.garsseHigh FCF-M2
kosalmmuse6
kosalmmuseBest one1
DBrizanall 2019Feb26
kosalmmuseBest one
DBrizanall 2019Feb25
kosalmmuseNice
kosalmmusehan
MsDale*52-Week Low
Get WordPress Plugins for easy affiliate links on Stock Tickers and Guru Names | Earn affiliate commissions by embedding GuruFocus Charts
GuruFocus Affiliate Program: Earn up to $400 per referral. ( Learn More)

GF Chat

{{numOfNotice}}
FEEDBACK