Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| FORTIS GROUP ADVISORS LLC | 03-04-2024 | 12-31-2023 | 1292 | 403,932,746 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| SELECT SECTOR SPDR TR | SBI HEALTHCARE | 51 | $1,347,902 | 10,412 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| VANGUARD HIGH | MF Closed and MF Open | 52 | $1,344,476 | 12,044 | 0.00 | 0.00 | 6,022 | 100.00 | 12-31-2023 |
| INTL BUSINESS | Common Stock | 53 | $1,316,250 | 8,048 | 0.00 | 0.00 | 4,024 | 100.00 | 12-31-2023 |
| ISHARES TR | US AER DEF ETF | 54 | $1,313,262 | 11,412 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
