Long-term investor
Fortis Group Advisors, LLC @fortisgroupadvisorsllc
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001815183).
Record
- Tracked since 2025-06-30 (448 days), 316 trades recorded
- Returns: week n/a · month n/a · 90 days +1.8% · 6 months n/a · 1 year +13.1% · all +13.1%
- Max drawdown n/a · win rate 28% · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- 78468R663 · 4.6% · long · since 2025-06-30
- 46090E103 · 4.2% · long · since 2025-06-30
- 46137V357 · 2.9% · long · since 2025-06-30
- 78462F103 · 2.7% · long · since 2025-06-30
- 46138E339 · 2.5% · long · since 2025-06-30
- AAPL · 2.3% · long · since 2025-06-30
- GLD · 2.2% · long · since 2025-06-30
- 46138E370 · 1.9% · long · since 2025-12-31
- 78464A409 · 1.8% · long · since 2025-06-30
- 46138G649 · 1.8% · long · since 2025-06-30
- 78468R523 · 1.7% · long · since 2025-06-30
- 00162Q452 · 1.6% · long · since 2025-06-30