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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
BILSpdr Ser Tr
Recent Activity
Increased 16.51%
6.77%
$36.585M
398,481 shares@ $91.82 avg price
TCAFT Rowe Price Etf Inc
Recent Activity
Increased 66.49%
4.03%
$21.782M
655,093 shares@ $33.25 avg price
XLUSelect Utilities
Recent Activity
Increased 103.12%
3.11%
$16.771M
207,609 shares@ $80.79 avg price
BILSSpdr Ser Tr
Recent Activity
Decreased -9.49%
3.03%
$16.351M
164,199 shares@ $99.58 avg price
AAPLApple Inc
Recent Activity
Increased 1.96%
3.01%
$16.239M
69,696 shares@ $233.0 avg price
GLDSpdr Gold
Recent Activity
Increased 24.6%
2.97%
$16.033M
65,963 shares@ $243.06 avg price
SPMOInvesco Exch Traded Fd Tr Ii
Recent Activity
Decreased -31.64%
2.5%
$13.524M
149,203 shares@ $90.64 avg price
IAUIshares Gold Tr
Recent Activity
Increased 14.86%
2.44%
$13.183M
265,254 shares@ $49.7 avg price
TBILRbb Fd Inc
Recent Activity
Increased 0.64%
2.43%
$13.096M
261,717 shares@ $50.05 avg price
XLRESelect Sector Spdr Tr
Recent Activity
New Position
2.21%
$11.942M
267,344 shares@ $44.68 avg price