Fortis Group Advisors, LLC: 13F holdings
CIK 18151832026Q2
| Positions | 619 |
|---|---|
| Reported value | $625.9m |
| Filed | 2026-07-24 |
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| BIL SPDR SERIES TRUST | 312,905 | $28.7m | 4.6% |
| QQQ INVESCO QQQ TR | 35,813 | $26.4m | 4.2% |
| RSP INVESCO EXCHANGE TRADED FD T | 85,380 | $18.2m | 2.9% |
| SPY STATE STREET | 22,809 | $17.0m | 2.7% |
| SPMO INVESCO EXCH TRADED FD TR II | 97,895 | $15.8m | 2.5% |
| AAPL APPLE INC | 48,743 | $14.1m | 2.3% |
| GLD SPDR GOLD | 36,802 | $13.6m | 2.2% |
| SPHB INVESCO EXCH TRADED FD TR II | 77,235 | $12.0m | 1.9% |
| SPYG SPDR SERIES TRUST | 94,094 | $11.2m | 1.8% |
| QQQM INVESCO EXCH TRADED FD TR II | 36,899 | $11.2m | 1.8% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1815183")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.