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Austin Sweerus

@Fortis Group Advisors, Llc

Latest period2024 - Q3ReportedManaged Assets$540.987MTotal holdings496
Assets growth rate7.44%Assets growth rate (2-Q avg)0.09%Continuous growth in asset value1 quarters

Portfolio positions

This chart displays the top 10 holdings in Fortis Group Advisors, Llc's 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 496 positions.

Assets under management

The assets under management (AUM) of Fortis Group Advisors, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 1 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 540.987M in assets, with a quarterly growth rate of 7.44% and a 2-quarter average growth rate of 0.09%. The portfolio is managed by Austin Sweerus, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
XLRESelect Sector Spdr Tr
Recent Activity
New Position
2.21%
$11.942M
267,344 shares@ $44.68 avg price
SPLVInvesco Exch Traded Fd Tr Ii
Recent Activity
New Position
1.81%
$9.759M
136,055 shares@ $71.74 avg price
IEIIshares Tr
Recent Activity
New Position
0.74%
$3.977M
33,250 shares@ $119.61 avg price
VGKVanguard Intl Equity Index F
Recent Activity
New Position
0.69%
$3.685M
51,828 shares@ $71.11 avg price
IWNIshares Tr
Recent Activity
New Position
0.64%
$3.411M
20,450 shares@ $166.82 avg price
CRWDCrowdstrike Hldgs Inc
Recent Activity
New Position
0.63%
$3.386M
12,073 shares@ $280.47 avg price
CPRICapri Holdings Limited
Recent Activity
New Position
0.4%
$2.149M
50,634 shares@ $42.44 avg price
FAFFirst Amern Finl Corp
Recent Activity
New Position
0.35%
$1.869M
28,315 shares@ $66.01 avg price
MUSIAmerican Centy Etf Tr
Recent Activity
New Position
0.27%
$1.443M
32,296 shares@ $44.69 avg price
PHDGInvesco Actively Managed Exc
Recent Activity
New Position
0.25%
$1.311M
34,299 shares@ $38.22 avg price