Fortis Group Advisors, LLC

13F Portfolio Filings

Latest 13F report
Q2 2024 - Jul 30, 2024
Value $
$504M
Signature - Title
Austin Sweerus - CCO
Location
345 Kinderkamack Road, Suite B, Westwood, NJ
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q2 2024 500 $504M +$100M -$148M -$47.7M BIL, SPMO, BILS, SPY, QQQ 13F-HR 7/30/2024, 04:09 PM
Q1 2024 513 $543M +$313M -$199M +$114M BIL, BILS, SPMO, SHY, SPY 13F-HR 4/30/2024, 04:03 PM
Q4 2023 453 $396M +$75.8M -$374K +$75.5M BIL, BILS, GLD, UUP, SGOV 13F-HR 3/4/2024, 03:31 PM
Q3 2023 453 $324M +$63.8M -$110M -$46.6M BIL, GLD, UUP, SGOV, SHV 13F-HR 12/1/2023, 02:44 PM
Q2 2023 130 $377M +$97M -$50.3M +$46.7M BIL, GLD, SGOV, SHV, AAPL 13F-HR 7/18/2023, 03:01 PM
Q1 2023 124 $331M $0 $0 BIL, GLD, SGOV, SHV, IEF 13F-HR 5/26/2023, 01:08 PM
Q3 2020 413 $473M $0 $0 SHY, IEI, GLD, BIL, IVOL 13F-HR 11/17/2020, 04:30 PM