Sponsored

The Analysis of Fortis Advisors, LLC's Holdings & P&L

Currently, Fortis Advisors, LLC holds 119 types of securities in its portfolio with a total value $199.6M. In the most recent quarter, they have increased their positions in EMLC (+397.1K shares, valued at $10.0M), BIV (+119.1K shares, valued at $9.2M), SCHP (+249.5K shares, valued at $6.6M); decreased their positions in VUSB (-313.5K shares, valued at $15.6M), GDX (-36.5K shares, valued at $3.4M), VTI (-8.3K shares, valued at $2.7M); initiated new positions in EMLC (+397.1K shares, valued at $10.0M), BIV (+119.1K shares, valued at $9.2M), VOLT (+129.5K shares, valued at $4.4M).

1M P&L

+3.2M+1.88%

3M P&L

+911.9K+0.52%

HY P&L

+15.4M+9.62%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A149.5M

88.8%

2Consumer Electronics1.8M

1.1%

3Internet Retail1.7M

1.0%

Top Industries by Stock Count

1N/A71 stocks

62.8%

2Credit Services4 stocks

3.5%

3Semiconductors3 stocks

2.7%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

SCHP SCHWAB STRATEGIC TR464.2K shares116.23%2026-03-312026-05-14

EMLC VANECK ETF TRUST397.1K sharesnew addition2026-03-312026-05-14

BIV VANGUARD BD INDEX FDS119.1K sharesnew addition2026-03-312026-05-14

BSV VANGUARD BD INDEX FDS109.4K shares19.48%2026-03-312026-05-14

EMXC ISHARES INC107.9K shares14.33%2026-03-312026-05-14

ICOW PACER FDS TR198.7K shares16.28%2026-03-312026-05-14

VEA VANGUARD TAX-MANAGED FDS127.5K shares21.95%2026-03-312026-05-14

SEAGATE TECHNOLOGY HLDNGS PL SEAGATE TECHNOLOGY HLDNGS PL20.6K shares-11.88%2026-03-312026-05-14

Sponsored

DBND DOUBLELINE ETF TRUST164.6K shares-19.33%2026-03-312026-05-14

MLPX GLOBAL X FDS74.2K shares-8.13%2026-03-312026-05-14

VBIL VANGUARD INSTL INDEX FD68.8K shares-12.79%2026-03-312026-05-14

VIG VANGUARD SPECIALIZED FUNDS23.4K shares-8.25%2026-03-312026-05-14

AIRR FIRST TR EXCHANGE TRADED FD41.9K shares-10.43%2026-03-312026-05-14

VOLT TEMA ETF TRUST129.5K sharesnew addition2026-03-312026-05-14

COWG PACER FDS TR130.2K shares24.04%2026-03-312026-05-14

GLDM WORLD GOLD TR46.8K shares-28.73%2026-03-312026-05-14

Sponsored

DGT SPDR SERIES TRUST23.8K sharesnew addition2026-03-312026-05-14

SHLD GLOBAL X FDS55.9K shares30.73%2026-03-312026-05-14

SETM SPROTT FDS TR119.1K shares-16.98%2026-03-312026-05-14

GDX VANECK ETF TRUST38.1K shares-48.91%2026-03-312026-05-14

COWZ PACER FDS TR52.5K shares35.70%2026-03-312026-05-14

TOLZ PROSHARES TR52.6K sharesnew addition2026-03-312026-05-14

ARTY ISHARES TR51.4K sharesnew addition2026-03-312026-05-14

ALPHABET INC ALPHABET INC8.2K shares6.12%2026-03-312026-05-14

Sponsored

EEMA ISHARES INC23.7K shares36.15%2026-03-312026-05-14

DFIS DIMENSIONAL ETF TRUST66.4K sharesnew addition2026-03-312026-05-14

IEMG ISHARES INC31.5K shares27.95%2026-03-312026-05-14

DFAS DIMENSIONAL ETF TRUST30.8K sharesnew addition2026-03-312026-05-14

TOTL SSGA ACTIVE ETF TR51.7K shares-5.27%2026-03-312026-05-14

ALPHABET INC ALPHABET INC6.5K shares0.00%2026-03-312026-05-14

IEFA ISHARES TR20.4K shares25.72%2026-03-312026-05-14

AAPL APPLE INC6.5K shares-1.31%2026-03-312026-05-14

Sponsored

AMZN AMAZON COM INC7.4K shares3.14%2026-03-312026-05-14

VUSB VANGUARD BD INDEX FDS29.4K shares-91.42%2026-03-312026-05-14

STIP ISHARES TR9.9K shares-60.41%2026-03-312026-05-14

DFAC DIMENSIONAL ETF TRUST26.3K shares0.25%2026-03-312026-05-14

SPDN DIREXION SHARES ETF TRUST102.3K shares0.51%2026-03-312026-05-14

GLD SPDR GOLD TR2.3K shares-0.86%2026-03-312026-05-14

XLK SELECT SECTOR SPDR TR7.2K shares-8.76%2026-03-312026-05-14

SCHO SCHWAB STRATEGIC TR38.9K shares-57.17%2026-03-312026-05-14

Sponsored

SHV ISHARES TR8.2K shares0.59%2026-03-312026-05-14

BDYN BLACKROCK ETF TRUST35.6K shares-0.74%2026-03-312026-05-14

MSFT MICROSOFT CORP2.3K shares-0.69%2026-03-312026-05-14

ALPS ETF TR ALPS ETF TR14.9K shares1.98%2026-03-312026-05-14

UPS UNITED PARCEL SVCS INC8.0K shares14.61%2026-03-312026-05-14

NEAR ISHARES U S ETF TR14.6K shares0.68%2026-03-312026-05-14

BRK.A BERKSHIRE HATHAWAY INC DEL1 shares0.00%2026-03-312026-05-14

SCHG SCHWAB STRATEGIC TR24.6K shares-10.84%2026-03-312026-05-14

Sponsored

BDVL BLACKROCK ETF TRUST27.3K shares5.72%2026-03-312026-05-14

GS GOLDMAN SACHS GROUP INC715 shares0.00%2026-03-312026-05-14

XLP SELECT SECTOR SPDR TR7.3K sharesnew addition2026-03-312026-05-14

EWA ISHARES INC20.9K sharesnew addition2026-03-312026-05-14

JEPI J P MORGAN EXCHANGE TRADED F10.2K shares1.94%2026-03-312026-05-14

CIBR FIRST TR EXCHANGE-TRADED FD9.1K shares-3.89%2026-03-312026-05-14

KXI ISHARES TR8.4K sharesnew addition2026-03-312026-05-14

GLW CORNING INC4.1K shares0.00%2026-03-312026-05-14

Sponsored

UNP UNION PAC CORP2.3K shares0.00%2026-03-312026-05-14

GDXJ VANECK ETF TRUST4.5K shares-2.47%2026-03-312026-05-14

FCX FREEPORT MCMORAN INC9.3K shares-23.19%2026-03-312026-05-14

NEE NEXTERA ENERGY INC5.8K shares0.00%2026-03-312026-05-14

IXJ ISHARES TR5.7K sharesnew addition2026-03-312026-05-14

XLV SELECT SECTOR SPDR TR3.6K shares-14.80%2026-03-312026-05-14

TMO THERMO FISHER SCIENTIFIC INC1.1K shares0.00%2026-03-312026-05-14

CITIGROUP INC CITIGROUP INC4.5K shares-24.42%2026-03-312026-05-14

Sponsored

AL AIR LEASE CORP7.9K shares0.00%2026-03-312026-05-14

XBI SPDR SERIES TRUST3.9K shares0.00%2026-03-312026-05-14

VTI VANGUARD INDEX FDS1.6K shares-84.28%2026-03-312026-05-14

BN BROOKFIELD CORP11.8K shares0.00%2026-03-312026-05-14

COP CONOCOPHILLIPS3.5K sharesnew addition2026-03-312026-05-14

BINC BLACKROCK ETF TRUST II8.9K shares36.25%2026-03-312026-05-14

ESI ELEMENT SOLUTIONS INC13.4K shares-19.28%2026-03-312026-05-14

DGRO ISHARES TR6.5K shares29.00%2026-03-312026-05-14

Sponsored

ICSH ISHARES TR8.9K shares0.65%2026-03-312026-05-14

META META PLATFORMS INC764 shares-0.39%2026-03-312026-05-14

SO SOUTHERN CO4.5K shares0.00%2026-03-312026-05-14

TSM TAIWAN SEMICONDUCTOR MANUFAC1.3K shares0.00%2026-03-312026-05-14

JEPQ J P MORGAN EXCHANGE TRADED F7.5K shares2.69%2026-03-312026-05-14

VOYG VOYAGER TECHNOLOGIES INC17.6K shares0.00%2026-03-312026-05-14

MA MASTERCARD INCORPORATED821 shares0.00%2026-03-312026-05-14

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL851 shares-0.58%2026-03-312026-05-14

Sponsored

DFAT DIMENSIONAL ETF TRUST6.4K shares0.35%2026-03-312026-05-14

WMT WALMART INC3.1K shares0.00%2026-03-312026-05-14

SPYM SPDR SERIES TRUST4.8K shares0.00%2026-03-312026-05-14

DYNF BLACKROCK ETF TRUST6.1K shares0.02%2026-03-312026-05-14

V VISA INC1.2K shares0.00%2026-03-312026-05-14

DIS DISNEY WALT CO3.7K shares-0.59%2026-03-312026-05-14

GNRC GENERAC HLDGS INC1.8K shares0.00%2026-03-312026-05-14

IVE ISHARES TR1.6K shares0.00%2026-03-312026-05-14

Sponsored

BWA BORGWARNER INC6.1K shares0.00%2026-03-312026-05-14

SU SUNCOR ENERGY INC NEW4.8K sharesnew addition2026-03-312026-05-14

LQD ISHARES TR2.9K shares4.16%2026-03-312026-05-14

DVN DEVON ENERGY CORP NEW6.1K shares-22.22%2026-03-312026-05-14

XLF SELECT SECTOR SPDR TR6.2K shares-9.36%2026-03-312026-05-14

AMD ADVANCED MICRO DEVICES INC1.4K shares0.00%2026-03-312026-05-14

VXUS VANGUARD STAR FDS3.8K shares-7.86%2026-03-312026-05-14

CVS CVS HEALTH CORP4.1K shares-2.38%2026-03-312026-05-14

Sponsored

CLOA BLACKROCK ETF TRUST II5.4K shares18.74%2026-03-312026-05-14

EW EDWARDS LIFESCIENCES CORP3.5K shares0.00%2026-03-312026-05-14

EPD ENTERPRISE PRODS PARTNERS L7.3K shares0.00%2026-03-312026-05-14

HELO J P MORGAN EXCHANGE TRADED F4.1K shares0.05%2026-03-312026-05-14

XLG INVESCO EXCHANGE TRADED FD T4.8K shares6.11%2026-03-312026-05-14

MSI MOTOROLA SOLUTIONS INC596 shares0.00%2026-03-312026-05-14

WBD WARNER BROS DISCOVERY INC9.2K shares-19.74%2026-03-312026-05-14

MERCK & CO INC MERCK & CO INC2.1K shares0.00%2026-03-312026-05-14

Sponsored

JPM JPMORGAN CHASE & CO849 shares0.00%2026-03-312026-05-14

IVW ISHARES TR2.2K shares0.00%2026-03-312026-05-14

BBUS J P MORGAN EXCHANGE TRADED F2.1K shares0.24%2026-03-312026-05-14

IEUR ISHARES TR3.4K shares-11.75%2026-03-312026-05-14

EFV ISHARES TR3.2K shares0.00%2026-03-312026-05-14

SOFI SOFI TECHNOLOGIES INC15.0K shares-14.29%2026-03-312026-05-14

XAR SPDR SERIES TRUST929 shares-13.66%2026-03-312026-05-14

BALI BLACKROCK ETF TRUST7.5K sharesnew addition2026-03-312026-05-14

Sponsored

NVDA NVIDIA CORPORATION1.3K shares-2.13%2026-03-312026-05-14

ABBV ABBVIE INC1.1K shares-2.13%2026-03-312026-05-14

FNDF SCHWAB STRATEGIC TR4.5K sharesnew addition2026-03-312026-05-14

TLT ISHARES TR2.5K shares0.72%2026-03-312026-05-14

LOW LOWES COS INC900 shares-2.91%2026-03-312026-05-14

MS MORGAN STANLEY1.3K shares0.56%2026-03-312026-05-14

ENVX ENOVIX CORPORATION12.2K shares0.00%2026-03-312026-05-14

SCHP

SCHWAB STRATEGIC TR

116.23%

Shares464.2K

Event2026-03-31

Filed2026-05-14

EMLC

VANECK ETF TRUST

New

Shares397.1K

Event2026-03-31

Filed2026-05-14

BIV

VANGUARD BD INDEX FDS

New

Shares119.1K

Event2026-03-31

Filed2026-05-14

BSV

VANGUARD BD INDEX FDS

19.48%

Shares109.4K

Event2026-03-31

Filed2026-05-14

EMXC

ISHARES INC

14.33%

Shares107.9K

Event2026-03-31

Filed2026-05-14

ICOW

PACER FDS TR

16.28%

Shares198.7K

Event2026-03-31

Filed2026-05-14

VEA

VANGUARD TAX-MANAGED FDS

21.95%

Shares127.5K

Event2026-03-31

Filed2026-05-14

SEAGATE TECHNOLOGY HLDNGS PL

-11.88%

Shares20.6K

Event2026-03-31

Filed2026-05-14

DBND

DOUBLELINE ETF TRUST

-19.33%

Shares164.6K

Event2026-03-31

Filed2026-05-14

MLPX

GLOBAL X FDS

-8.13%

Shares74.2K

Event2026-03-31

Filed2026-05-14

VBIL

VANGUARD INSTL INDEX FD

-12.79%

Shares68.8K

Event2026-03-31

Filed2026-05-14

VIG

VANGUARD SPECIALIZED FUNDS

-8.25%

Shares23.4K

Event2026-03-31

Filed2026-05-14

AIRR

FIRST TR EXCHANGE TRADED FD

-10.43%

Shares41.9K

Event2026-03-31

Filed2026-05-14

VOLT

TEMA ETF TRUST

New

Shares129.5K

Event2026-03-31

Filed2026-05-14

COWG

PACER FDS TR

24.04%

Shares130.2K

Event2026-03-31

Filed2026-05-14

GLDM

WORLD GOLD TR

-28.73%

Shares46.8K

Event2026-03-31

Filed2026-05-14

DGT

SPDR SERIES TRUST

New

Shares23.8K

Event2026-03-31

Filed2026-05-14

SHLD

GLOBAL X FDS

30.73%

Shares55.9K

Event2026-03-31

Filed2026-05-14

SETM

SPROTT FDS TR

-16.98%

Shares119.1K

Event2026-03-31

Filed2026-05-14

GDX

VANECK ETF TRUST

-48.91%

Shares38.1K

Event2026-03-31

Filed2026-05-14

COWZ

PACER FDS TR

35.70%

Shares52.5K

Event2026-03-31

Filed2026-05-14

TOLZ

PROSHARES TR

New

Shares52.6K

Event2026-03-31

Filed2026-05-14

ARTY

ISHARES TR

New

Shares51.4K

Event2026-03-31

Filed2026-05-14

ALPHABET INC

6.12%

Shares8.2K

Event2026-03-31

Filed2026-05-14

EEMA

ISHARES INC

36.15%

Shares23.7K

Event2026-03-31

Filed2026-05-14

DFIS

DIMENSIONAL ETF TRUST

New

Shares66.4K

Event2026-03-31

Filed2026-05-14

IEMG

ISHARES INC

27.95%

Shares31.5K

Event2026-03-31

Filed2026-05-14

DFAS

DIMENSIONAL ETF TRUST

New

Shares30.8K

Event2026-03-31

Filed2026-05-14

TOTL

SSGA ACTIVE ETF TR

-5.27%

Shares51.7K

Event2026-03-31

Filed2026-05-14

ALPHABET INC

0.00%

Shares6.5K

Event2026-03-31

Filed2026-05-14

IEFA

ISHARES TR

25.72%

Shares20.4K

Event2026-03-31

Filed2026-05-14

AAPL

APPLE INC

-1.31%

Shares6.5K

Event2026-03-31

Filed2026-05-14

AMZN

AMAZON COM INC

3.14%

Shares7.4K

Event2026-03-31

Filed2026-05-14

VUSB

VANGUARD BD INDEX FDS

-91.42%

Shares29.4K

Event2026-03-31

Filed2026-05-14

STIP

ISHARES TR

-60.41%

Shares9.9K

Event2026-03-31

Filed2026-05-14

DFAC

DIMENSIONAL ETF TRUST

0.25%

Shares26.3K

Event2026-03-31

Filed2026-05-14

SPDN

DIREXION SHARES ETF TRUST

0.51%

Shares102.3K

Event2026-03-31

Filed2026-05-14

GLD

SPDR GOLD TR

-0.86%

Shares2.3K

Event2026-03-31

Filed2026-05-14

XLK

SELECT SECTOR SPDR TR

-8.76%

Shares7.2K

Event2026-03-31

Filed2026-05-14

SCHO

SCHWAB STRATEGIC TR

-57.17%

Shares38.9K

Event2026-03-31

Filed2026-05-14

SHV

ISHARES TR

0.59%

Shares8.2K

Event2026-03-31

Filed2026-05-14

BDYN

BLACKROCK ETF TRUST

-0.74%

Shares35.6K

Event2026-03-31

Filed2026-05-14

MSFT

MICROSOFT CORP

-0.69%

Shares2.3K

Event2026-03-31

Filed2026-05-14

ALPS ETF TR

1.98%

Shares14.9K

Event2026-03-31

Filed2026-05-14

UPS

UNITED PARCEL SVCS INC

14.61%

Shares8.0K

Event2026-03-31

Filed2026-05-14

NEAR

ISHARES U S ETF TR

0.68%

Shares14.6K

Event2026-03-31

Filed2026-05-14

BRK.A

BERKSHIRE HATHAWAY INC DEL

0.00%

Shares1

Event2026-03-31

Filed2026-05-14

SCHG

SCHWAB STRATEGIC TR

-10.84%

Shares24.6K

Event2026-03-31

Filed2026-05-14

BDVL

BLACKROCK ETF TRUST

5.72%

Shares27.3K

Event2026-03-31

Filed2026-05-14

GOLDMAN SACHS GROUP INC

0.00%

Shares715

Event2026-03-31

Filed2026-05-14

XLP

SELECT SECTOR SPDR TR

New

Shares7.3K

Event2026-03-31

Filed2026-05-14

EWA

ISHARES INC

New

Shares20.9K

Event2026-03-31

Filed2026-05-14

JEPI

J P MORGAN EXCHANGE TRADED F

1.94%

Shares10.2K

Event2026-03-31

Filed2026-05-14

CIBR

FIRST TR EXCHANGE-TRADED FD

-3.89%

Shares9.1K

Event2026-03-31

Filed2026-05-14

KXI

ISHARES TR

New

Shares8.4K

Event2026-03-31

Filed2026-05-14

GLW

CORNING INC

0.00%

Shares4.1K

Event2026-03-31

Filed2026-05-14

UNP

UNION PAC CORP

0.00%

Shares2.3K

Event2026-03-31

Filed2026-05-14

GDXJ

VANECK ETF TRUST

-2.47%

Shares4.5K

Event2026-03-31

Filed2026-05-14

FCX

FREEPORT MCMORAN INC

-23.19%

Shares9.3K

Event2026-03-31

Filed2026-05-14

NEE

NEXTERA ENERGY INC

0.00%

Shares5.8K

Event2026-03-31

Filed2026-05-14

IXJ

ISHARES TR

New

Shares5.7K

Event2026-03-31

Filed2026-05-14

XLV

SELECT SECTOR SPDR TR

-14.80%

Shares3.6K

Event2026-03-31

Filed2026-05-14

TMO

THERMO FISHER SCIENTIFIC INC

0.00%

Shares1.1K

Event2026-03-31

Filed2026-05-14

CITIGROUP INC

-24.42%

Shares4.5K

Event2026-03-31

Filed2026-05-14

AIR LEASE CORP

0.00%

Shares7.9K

Event2026-03-31

Filed2026-05-14

XBI

SPDR SERIES TRUST

0.00%

Shares3.9K

Event2026-03-31

Filed2026-05-14

VTI

VANGUARD INDEX FDS

-84.28%

Shares1.6K

Event2026-03-31

Filed2026-05-14

BROOKFIELD CORP

0.00%

Shares11.8K

Event2026-03-31

Filed2026-05-14

COP

CONOCOPHILLIPS

New

Shares3.5K

Event2026-03-31

Filed2026-05-14

BINC

BLACKROCK ETF TRUST II

36.25%

Shares8.9K

Event2026-03-31

Filed2026-05-14

ESI

ELEMENT SOLUTIONS INC

-19.28%

Shares13.4K

Event2026-03-31

Filed2026-05-14

DGRO

ISHARES TR

29.00%

Shares6.5K

Event2026-03-31

Filed2026-05-14

ICSH

ISHARES TR

0.65%

Shares8.9K

Event2026-03-31

Filed2026-05-14