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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
OILKProshares Tr
Recent Activity
Exited
0%
$8.071M
167,005 shares@ $48.34 avg price
EWGIshares Inc
Recent Activity
Exited
0%
$6.417M
209,567 shares@ $30.62 avg price
MAGSListed Fd Tr
Recent Activity
Exited
0%
$5.687M
126,073 shares@ $45.11 avg price
SMHVaneck Etf Trust
Recent Activity
Exited
0%
$5.681M
21,790 shares@ $260.7 avg price
UUPInvesco Db Us Dlr Index Tr
Recent Activity
Exited
0%
$4.104M
140,886 shares@ $29.13 avg price
EWNIshares Inc
Recent Activity
Exited
0%
$4.011M
79,847 shares@ $50.23 avg price
MCKMckesson Corp
Recent Activity
Exited
0%
$2.813M
4,816 shares@ $584.05 avg price
WOODIshares Tr
Recent Activity
Exited
0%
$1.854M
23,655 shares@ $78.37 avg price
CMICummins Inc
Recent Activity
Exited
0%
$1.191M
4,302 shares@ $276.91 avg price
ITOTIshares Tr
Recent Activity
Exited
0%
$1.101M
9,272 shares@ $118.78 avg price