Top 50 Fortis Group Advisors, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| BIL | SPDR SERIES TRUST | 5.72% | 377.6K | $34.6M | +35.14%(+98.19K) | $91.63(-0.21%) | 2026-03-31 | |
| QQQ | INVESCO QQQ TR | 4.41% | 40.0K | $26.7M | -9.71%(-4.30K) | $510.16(+39.68%) | 2026-03-31 | |
| GLD | SPDR GOLD TR | 2.75% | 39.3K | $16.7M | +8.09%(+2.94K) | $206.90(+82.76%) | 2026-03-31 | |
| SPY | STATE STR SPDR S&P 500 ETF T | 2.73% | 23.3K | $16.5M | +8.90%(+1.91K) | $534.16(+39.43%) | 2026-03-31 | |
| RSP | INVESCO EXCHANGE TRADED FD T | 2.64% | 78.4K | $16.0M | +79.97%(+34.84K) | $174.06(+23.47%) | 2026-03-31 | |
| AAPL | APPLE INC | 2.39% | 53.6K | $14.5M | -6.08%(-3.47K) | $156.30(+97.46%) | 2026-03-31 | |
| SPMO | INVESCO EXCH TRADED FD TR II | 2.13% | 96.3K | $12.9M | -28.50%(-38.38K) | $88.85(+69.76%) | 2026-03-31 | |
| SPYG | SPDR SERIES TRUST | 1.77% | 95.2K | $10.7M | -13.31%(-14.62K) | $89.27(+31.29%) | 2026-03-31 | |
| GOOGL | ALPHABET INC | 1.68% | 26.4K | $10.2M | -13.99%(-4.30K) | $153.69(+134.18%) | 2026-03-31 | |
| QQQM | INVESCO EXCH TRADED FD TR II | 1.67% | 36.7K | $10.1M | -27.06%(-13.61K) | $207.97(+41.09%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +5.41% | +17.12% |
| Top 20 Holdings Unweighted | +6.62% | +21.21% |
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