13F Filings History of Fortis Group Advisors, LLC

Latest 13F report
Q4 2025 - 06 Feb 2026
Value $
$596,194,266
Signature - Title
Austin Sweerus - CCO
Location
Westwood, NJ
Summary
This page shows a list of all the recent 13F filings made by Fortis Group Advisors, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Fortis Group Advisors, LLC reported 577 stock holdings with total value $596,194,266 as of Q4 2025. Top holdings included QQQ, BIL, GLD, SPMO, and AAPL.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 577 $596,194,266 +$112,785,488 -$107,360,305 +$5,425,183 QQQ, BIL, GLD, SPMO, AAPL 13F-HR 06 Feb 2026, 12:22
Q3 2025 536 $579,785,291 +$90,922,043 -$98,149,068 -$7,227,025 BIL, QQQ, SPMO, QQQM, SPLG 13F-HR 07 Nov 2025, 12:15
Q2 2025 528 $550,519,259 +$166,111,755 -$168,492,813 -$2,381,058 BIL, QQQ, SPMO, QQQM, SPLG 13F-HR 08 Aug 2025, 11:25
Q1 2025 497 $515,038,534 +$133,619,026 -$148,802,838 -$15,183,812 BIL, SPMO, RSP, AAPL, GLD 13F-HR 02 May 2025, 15:40
Q4 2024 502 $537,026,073 +$129,151,216 -$133,401,339 -$4,250,123 BIL, SPMO, AAPL, QQQM, TCAF 13F-HR 31 Jan 2025, 12:36
Q3 2024 496 $540,986,924 +$151,322,532 -$137,367,363 +$13,955,169 BIL, TCAF, XLU, BILS, AAPL 13F-HR 21 Oct 2024, 15:16
Q2 2024 500 $503,528,538 +$100,453,129 -$148,147,751 -$47,694,622 BIL, SPMO, BILS, SPY, QQQ 13F-HR 30 Jul 2024, 16:09
Q1 2024 513 $543,039,406 +$331,446,369 -$196,814,111 +$134,632,258 BIL, BILS, SPMO, SHY, SPY 13F-HR 30 Apr 2024, 16:03
Q4 2023 465 $381,820,387 +$78,692,046 -$4,483,202 +$74,208,844 BIL, BILS, GLD, UUP, SGOV 13F-HR 04 Mar 2024, 15:31
Q3 2023 460 $303,472,180 +$53,531,627 -$116,917,841 -$63,386,214 BIL, GLD, UUP, SGOV, SHV 13F-HR 01 Dec 2023, 14:44
Q2 2023 130 $376,775,084 +$96,984,888 -$50,339,367 +$46,645,521 BIL, GLD, SGOV, SHV, AAPL 13F-HR 18 Jul 2023, 15:01
Q1 2023 124 $331,107,898 $0 $0 $0 BIL, GLD, SGOV, SHV, IEF 13F-HR 26 May 2023, 13:08
Q3 2020 445 $515,671,000 $0 $0 $0 SHY, IEI, IEF, GLD, BIL 13F-HR 17 Nov 2020, 16:30