Sign in:
Email
 Password  save:
  
 Company Reports 
 
   
My Recent Searches
  Help
 
   
 
 
 
     
Company Main View
  Name: Fortis Advisors LLC
  City: KING OF PRUSSIA
  State: PA
  Zip: 19406
   
Achive data
  View Filing Period:
  
 
Portfolio Summary View Filing
  Filing Report Date : 2023-12-31
  Total Value : $147,407,000
  Total Value Change : $6,131,000
  Securities Held Change : -4
   
All Securities Held : 265
  New Positions : 26
  Closed Positions : 33
  Increased Positions : 71
  Unchanged Positions : 133
  Decreased Positions : 35

                  Consumer Discretionary Consumer Staples Financials Health Care Industrials Information Technology Basic Materials Conglomerates Energy Utilities
 Download  
 
    Free Registration Required For Full Results

   
Holdings Found : 26     View All Holdings Currently Viewing:  New Positions     Page 1 of 1
     Menu
Ticker Company Name Position
Rank
New/Closed
Postion
Last
Close
    Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
   % of Company    Industry
   (INTC)1 Year Chart         INTC Intel Corp 146 New $31.05 $45,000 900 0.03% 45,000 900 0    Semiconductor- Broad...
   (JUPW)1 Year Chart         JUPW Jupiter Wellness, Inc. 152 New $1.36 $35,000 10,000 0.02% 35,000 10,000 0    N/A
   (OEF)1 Year Chart         OEF iShares S&P 100 Index 167 New $249.45 $24,000 108 0.02% 24,000 108 0    Closed - End Fund - E...
   (HPQ)1 Year Chart         HPQ HP Inc 169 New $30.76 $23,000 750 0.02% 23,000 750 0    Diversified Computer ...
   (GE)1 Year Chart         GE General Electric Co 176 New $160.00 $19,000 145 0.01% 19,000 145 0    Conglomerates
   (IVW)1 Year Chart         IVW ishares tr S&P 500 BARRA GR 175 New $85.26 $19,000 247 0.01% 19,000 247 0    Closed - End Fund - E...
   (BINC)1 Year Chart         BINC Blackrock Flexible Income Etf 178 New $0.00 $18,000 340 0.01% 18,000 340 0.005    N/A
   (AFL)1 Year Chart         AFL AFLAC Inc 181 New $86.30 $17,000 200 0.01% 17,000 200 0    Life & Health Insurance
   (JBL)1 Year Chart         JBL Jabil Circuit Inc 195 New $117.65 $13,000 100 0.01% 13,000 100 0    Printed Circuit Boards
   (HPE)1 Year Chart         HPE Hewlett Packard Enterprise Co 197 New $17.65 $13,000 750 0.01% 13,000 750 0    N/A
   (TFI)1 Year Chart         TFI Spdr Brcly Cap Muni Bond 199 New $46.03 $11,000 228 0.01% 11,000 228 0    Closed - End Fund - E...
   (IXC)1 Year Chart         IXC iShares tr S&P Glbl Energy 201 New $43.61 $10,000 262 0.01% 10,000 262 0    Closed - End Fund - E...
   (CP)1 Year Chart         CP Canadian Pacific Railway Li... 202 New $81.24 $10,000 125 0.01% 10,000 125 0    Railroads
   (BA)1 Year Chart         BA Boeing Co 207 New $180.76 $9,000 35 0.01% 9,000 35 0    Aerospace/Defense - M...
   (XLF)1 Year Chart         XLF SPDR Financial Sector 210 New $41.87 $8,000 217 0.01% 8,000 217 0    Closed - End Fund - E...
   (GEHC)1 Year Chart         GEHC Ge Healthcare Holding Llc 222 New $80.52 $4,000 48 0% 4,000 48 0    N/A
   (VOE)1 Year Chart         VOE Vanguard Mid-Cap Value ETF 221 New $154.61 $4,000 28 0% 4,000 28 0    Closed - End Fund - E...
   (ITOT)1 Year Chart         ITOT iShares Core S&P Total US 226 New $115.10 $3,000 31 0% 3,000 31 0.001    Closed - End Fund - E...
   (VTV)1 Year Chart         VTV Vanguard Value VIPERS 229 New $161.93 $3,000 23 0% 3,000 23 0    Closed - End Fund - E...
   (SPYV)1 Year Chart         SPYV SPDR Dow Jones Wilshire Lar... 228 New $49.53 $3,000 71 0% 3,000 71 0    Closed - End Fund - E...
   (VTIP)1 Year Chart         VTIP Vanguard Short Term Inflati... 234 New $48.09 $2,000 52 0% 2,000 52 0    N/A
   (HYD)1 Year Chart         HYD VanEck Vectors High-Yield M... 237 New $0.00 $2,000 41 0% 2,000 41 0    Closed - End Fund - Debt
   (IWS)1 Year Chart         IWS iShares Tr Rssll Midcap Valu 244 New $124.04 $1,000 12 0% 1,000 12 0    Closed - End Fund - E...
   (CGC)1 Year Chart         CGC Canopy Growth Corp 255 New $9.70 $0 12 0% 0 12 0    N/A
   (PCY)1 Year Chart         PCY Invesco Emerging Markets S 254 New $20.30 $0 2 0% 0 2 0    Closed - End Fund - E...
   (IWN)1 Year Chart         IWN iShares Russell 2000 Value 286 New $157.81 $0 1 0% 0 1 0    Closed - End Fund - E...

      26 Records Found
  1    
Page 1 of 1
Free Registration Required For Full Results