Top 50 Fortis Advisors, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SCHP | SCHWAB STRATEGIC TR | 6.19% | 464.2K | $12.4M | +116.23%(+249.52K) | $26.51(+0.99%) | 2026-03-31 | |
| EMLC | VANECK ETF TRUST | 4.99% | 397.1K | $10.0M | new | $25.47(+0.02%) | 2026-03-31 | |
| BIV | VANGUARD BD INDEX FDS | 4.61% | 119.1K | $9.2M | new | $77.53(-1.25%) | 2026-03-31 | |
| BSV | VANGUARD BD INDEX FDS | 4.3% | 109.4K | $8.6M | +19.48%(+17.83K) | $78.70(-0.95%) | 2026-03-31 | |
| EMXC | ISHARES INC | 4.25% | 107.9K | $8.5M | +14.33%(+13.52K) | $58.28(+66.82%) | 2026-03-31 | |
| ICOW | PACER FDS TR | 4.23% | 198.7K | $8.4M | +16.28%(+27.83K) | $32.88(+38.23%) | 2026-03-31 | |
| VEA | VANGUARD TAX-MANAGED FDS | 4.09% | 127.5K | $8.2M | +21.95%(+22.94K) | $49.26(+43.25%) | 2026-03-31 | |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | 4.04% | 20.6K | $8.1M | -11.88%(-2.77K) | $54.15(+1386.17%) | 2026-03-31 | |
| DBND | DOUBLELINE ETF TRUST | 3.78% | 164.6K | $7.5M | -19.33%(-39.46K) | $45.73(-0.44%) | 2026-03-31 | |
| MLPX | GLOBAL X FDS | 2.75% | 74.2K | $5.5M | -8.13%(-6.57K) | $31.00(+143.53%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +9.84% | +32.52% |
| Top 20 Holdings Unweighted | +12.74% | +43.30% |
Sign up free to track Fortis Advisors, LLC, compare funds side by side, and get alerts the moment positions change.