Director of Communications

0001697478-20-000002.txt : 20200214 0001697478-20-000002.hdr.sgml : 20200214 20200214153417 ACCESSION NUMBER: 0001697478-20-000002 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20191231 FILED AS OF DATE: 20200214 DATE AS OF CHANGE: 20200214 EFFECTIVENESS DATE: 20200214 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Fortis Advisors, LLC CENTRAL INDEX KEY: 0001697478 IRS NUMBER: 463036986 STATE OF INCORPORATION: PA FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-17930 FILM NUMBER: 20618791 BUSINESS ADDRESS: STREET 1: 1045 FIRST AVENUE STREET 2: SUITE 120 CITY: KING OF PRUSSIA STATE: PA ZIP: 19406 BUSINESS PHONE: 610-313-0910 MAIL ADDRESS: STREET 1: 1045 FIRST AVENUE STREET 2: SUITE 120 CITY: KING OF PRUSSIA STATE: PA ZIP: 19406 13F-HR 1 primary_doc.xml 13F-HR LIVE false false false 0001697478 XXXXXXXX 12-31-2019 12-31-2019 Fortis Advisors, LLC

1045 FIRST AVENUE SUITE 120 KING OF PRUSSIA PA 19406

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BEVERAGE CORP NEW COM 61174X109 9 144 SH SOLE 0 0 144 NETFLIX INC COM 64110L106 8 25 SH SOLE 0 0 25 NEW YORK TIMES CO CL A 650111107 0 0 SH SOLE 0 0 0 NEXTERA ENERGY INC COM 65339F101 103 427 SH SOLE 0 0 427 NEXTERA ENERGY PARTNERS LP COM UNIT PART IN 65341B106 705 13398 SH SOLE 0 0 13398 NIKE INC CL B 654106103 49 484 SH SOLE 0 0 484 NOVARTIS A G SPONSORED ADR 66987V109 294 3110 SH SOLE 0 0 3110 NOVO-NORDISK A S ADR 670100205 8 138 SH SOLE 0 0 138 NUCOR CORP COM 670346105 233 4132 SH SOLE 0 0 4132 NUVEEN MUN CR OPPORTUNITIES COM 670663103 155 10000 SH SOLE 0 0 10000 NVIDIA CORP COM 67066G104 0 2 SH SOLE 0 0 2 OMNICOM GROUP INC COM 681919106 258 3187 SH SOLE 0 0 3187 ONE LIBERTY PPTYS INC COM 682406103 0 1 SH SOLE 0 0 1 ORACLE CORP COM 68389X105 28 535 SH SOLE 0 0 535 PNC FINL SVCS GROUP INC COM 693475105 78 490 SH SOLE 0 0 490 PPG INDS INC COM 693506107 5 36 SH SOLE 0 0 36 PTC INC COM 69370C100 1 18 SH SOLE 0 0 18 PACCAR INC COM 693718108 158 2000 SH SOLE 0 0 2000 PAYPAL HLDGS INC COM 70450Y103 216 2000 SH SOLE 0 0 2000 PEPSICO INC COM 713448108 36 264 SH SOLE 0 0 264 PFIZER INC COM 717081103 8 199 SH SOLE 0 0 199 PHILIP MORRIS INTL INC COM 718172109 27 320 SH SOLE 0 0 320 PHILLIPS 66 COM 718546104 7 65 SH SOLE 0 0 65 PIMCO INCOME OPPORTUNITY FD COM 72202B100 4 130 SH SOLE 0 0 130 POOL CORPORATION COM 73278L105 228 1075 SH SOLE 0 0 1075 POTBELLY CORP COM 73754Y100 0 1 SH SOLE 0 0 1 PRESTIGE CONSMR HEALTHCARE I COM 74112D101 253 6255 SH SOLE 0 0 6255 PRICE T ROWE GROUP INC COM 74144T108 165 1355 SH SOLE 0 0 1355 PRINCIPAL FINL GROUP INC COM 74251V102 113 2055 SH SOLE 0 0 2055 PROCTER & GAMBLE CO COM 742718109 30 242 SH SOLE 0 0 242 PROSHARES TR S&P 500 DV ARIST 74348A467 196 2589 SH SOLE 0 0 2589 PRUDENTIAL FINL INC COM 744320102 141 1500 SH SOLE 0 0 1500 PRUDENTIAL PLC ADR 74435K204 4 113 SH SOLE 0 0 113 PULTE GROUP INC COM 745867101 394 10162 SH SOLE 0 0 10162 RAYTHEON CO COM NEW 755111507 279 1269 SH SOLE 0 0 1269 REGENERON PHARMACEUTICALS COM 75886F107 23 60 SH SOLE 0 0 60 REGIONS FINL CORP NEW COM 7591EP100 257 15000 SH SOLE 0 0 15000 RETAIL OPPORTUNITY INVTS COR COM 76131N101 0 2 SH SOLE 0 0 2 REXFORD INDL RLTY INC COM 76169C100 11 250 SH SOLE 0 0 250 RIBBON COMMUNICATIONS INC COM 762544104 123 39701 SH SOLE 0 0 39701 ROKU INC COM CL A 77543R102 34 251 SH SOLE 0 0 251 S & T BANCORP INC COM 783859101 362 8986 SH SOLE 0 0 8986 S&P GLOBAL INC COM 78409V104 189 694 SH SOLE 0 0 694 SBA COMMUNICATIONS CORP NEW CL A 78410G104 120 500 SH SOLE 0 0 500 SEI INVESTMENTS CO COM 784117103 7 100 SH SOLE 0 0 100 SPDR S&P 500 ETF TR TR UNIT 78462F103 4496 13968 SH SOLE 0 0 13968 SPDR GOLD TRUST GOLD SHS 78463V107 143 1001 SH SOLE 0 0 1001 SPDR INDEX SHS FDS DJ GLB RL ES ETF 78463X749 2 43 SH SOLE 0 0 43 SPDR SERIES TRUST BLOMBRG BRC INTL 78464A151 0 1 SH SOLE 0 0 1 SPDR SERIES TRUST S&P 600 SMCP VAL 78464A300 42 640 SH SOLE 0 0 640 SPDR SERIES TRUST DJ REIT ETF 78464A607 87 856 SH SOLE 0 0 856 SPDR SERIES TRUST OILGAS EQUIP 78464A748 10 1268 SH SOLE 0 0 1268 SPDR SERIES TRUST S&P DIVID ETF 78464A763 826 7683 SH SOLE 0 0 7683 SCHLUMBERGER LTD COM 806857108 6 150 SH SOLE 0 0 150 THE CHARLES SCHWAB CORPORATI COM 808513105 360 7577 SH SOLE 0 0 7577 SCHWAB STRATEGIC TR US LCAP VA ETF 808524409 135 2243 SH SOLE 0 0 2243 SCHWAB STRATEGIC TR EMRG MKTEQ ETF 808524706 1496 54660 SH SOLE 0 0 54660 SCHWAB STRATEGIC TR INTL EQTY ETF 808524805 34 1021 SH SOLE 0 0 1021 SELECT SECTOR SPDR TR SBI HEALTHCARE 81369Y209 91 891 SH SOLE 0 0 891 SELECT SECTOR SPDR TR SBI INT-FINL 81369Y605 9 300 SH SOLE 0 0 300 SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803 37 400 SH SOLE 0 0 400 SELECT SECTOR SPDR TR RL EST SEL SEC 81369Y860 2 39 SH SOLE 0 0 39 SHERWIN WILLIAMS CO COM 824348106 60 102 SH SOLE 0 0 102 SHOPIFY INC CL A 82509L107 60 150 SH SOLE 0 0 150 SKYWORKS SOLUTIONS INC COM 83088M102 394 3259 SH SOLE 0 0 3259 SLEEP NUMBER CORP COM 83125X103 192 3906 SH SOLE 0 0 3906 SOUTHERN COPPER CORP COM 84265V105 5 121 SH SOLE 0 0 121 SOUTHWEST AIRLS CO COM 844741108 241 4470 SH SOLE 0 0 4470 SPIRIT AIRLS INC COM 848577102 0 1 SH SOLE 0 0 1 STATE STR CORP COM 857477103 256 3239 SH SOLE 0 0 3239 STERICYCLE INC COM 858912108 108 1700 SH SOLE 0 0 1700 STERLING CONSTRUCTION CO INC COM 859241101 236 16756 SH SOLE 0 0 16756 STONECASTLE FINL CORP COM 861780104 4 160 SH SOLE 0 0 160 SUNCOR ENERGY INC NEW COM 867224107 148 4500 SH SOLE 0 0 4500 SYSCO CORP COM 871829107 13 151 SH SOLE 0 0 151 SYSTEMAX INC COM 871851101 202 8013 SH SOLE 0 0 8013 TJX COS INC NEW COM 872540109 85 1400 SH SOLE 0 0 1400 TPG SPECIALTY LENDING INC COM 87265K102 3 160 SH SOLE 0 0 160 TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100 145 2500 SH SOLE 0 0 2500 TEGNA INC COM 87901J105 301 18040 SH SOLE 0 0 18040 TELEFONICA S A SPONSORED ADR 879382208 0 43 SH SOLE 0 0 43 TEMPUR SEALY INTL INC COM 88023U101 256 2935 SH SOLE 0 0 2935 TESLA INC COM 88160R101 26 62 SH SOLE 0 0 62 TETRA TECH INC NEW COM 88162G103 190 2200 SH SOLE 0 0 2200 TEXAS INSTRS INC COM 882508104 184 1431 SH SOLE 0 0 1431 TEXTRON INC COM 883203101 179 4021 SH SOLE 0 0 4021 THERMO FISHER SCIENTIFIC INC COM 883556102 105 322 SH SOLE 0 0 322 THOMSON REUTERS CORP COM NEW 884903709 191 2673 SH SOLE 0 0 2673 TORCHLIGHT ENERGY RES INC COM 89102U103 23 22100 SH SOLE 0 0 22100 TRAVELERS COMPANIES INC COM 89417E109 2 14 SH SOLE 0 0 14 TRUIST FINL CORP COM 89832Q109 382 6774 SH SOLE 0 0 6774 TURTLE BEACH CORP COM NEW 900450206 143 15117 SH SOLE 0 0 15117 USANA HEALTH SCIENCES INC COM 90328M107 256 3256 SH SOLE 0 0 3256 UBER TECHNOLOGIES INC COM 90353T100 4 136 SH SOLE 0 0 136 UNION PACIFIC CORP COM 907818108 30 167 SH SOLE 0 0 167 UNITED PARCEL SERVICE INC CL B 911312106 2350 20074 SH SOLE 0 0 20074 UNITED TECHNOLOGIES CORP COM 913017109 150 1000 SH SOLE 0 0 1000 UNITEDHEALTH GROUP INC COM 91324P102 364 1237 SH SOLE 0 0 1237 VALERO ENERGY CORP NEW COM 91913Y100 233 2488 SH SOLE 0 0 2488 VANGUARD GROUP DIV APP ETF 921908844 64 513 SH SOLE 0 0 513 VANGUARD BD INDEX FD INC LONG TERM BOND 921937793 200 1994 SH SOLE 0 0 1994 VANGUARD BD INDEX FD INC INTERMED TERM 921937819 789 9044 SH SOLE 0 0 9044 VANGUARD BD INDEX FD INC SHORT TRM BOND 921937827 1244 15431 SH SOLE 0 0 15431 VANGUARD BD INDEX FD INC TOTAL BND MRKT 921937835 199 2377 SH SOLE 0 0 2377 VANGUARD TAX MANAGED INTL FD FTSE DEV MKT ETF 921943858 253 5747 SH SOLE 0 0 5747 VANGUARD WHITEHALL FDS INC HIGH DIV YLD 921946406 232 2480 SH SOLE 0 0 2480 VANGUARD CHARLOTTE FDS INTL BD IDX ETF 92203J407 22 383 SH SOLE 0 0 383 VANGUARD INTL EQUITY INDEX F FTSE SMCAP ETF 922042718 61 545 SH SOLE 0 0 545 VANGUARD INTL EQUITY INDEX F ALLWRLD EX US 922042775 5967 111007 SH SOLE 0 0 111007 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 653 14692 SH SOLE 0 0 14692 VANGUARD WORLD FDS INDUSTRIAL ETF 92204A603 538 3495 SH SOLE 0 0 3495 VANGUARD WORLD FDS MATERIALS ETF 92204A801 429 3199 SH SOLE 0 0 3199 VANGUARD SCOTTSDALE FDS TOTAL WLD BD ETF 92206C565 168 2140 SH SOLE 0 0 2140 VANGUARD SCOTTSDALE FDS VNG RUS1000GRW 92206C680 255 1407 SH SOLE 0 0 1407 VANGUARD SCOTTSDALE FDS MORTG-BACK SEC 92206C771 170 3189 SH SOLE 0 0 3189 VANGUARD SCOTTSDALE FDS LONG TERM TREAS 92206C847 118 1418 SH SOLE 0 0 1418 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 62 208 SH SOLE 0 0 208 VANGUARD INDEX FDS SM CP VAL ETF 922908611 5691 41518 SH SOLE 0 0 41518 VANGUARD INDEX FDS VALUE ETF 922908744 102 852 SH SOLE 0 0 852 VANGUARD INDEX FDS TOTAL STK MKT 922908769 95 582 SH SOLE 0 0 582 VISA INC COM CL A 92826C839 452 2406 SH SOLE 0 0 2406 VULCAN MATLS CO COM 929160109 12 85 SH SOLE 0 0 85 WEC ENERGY GROUP INC COM 92939U106 18 193 SH SOLE 0 0 193 WABTEC CORP COM 929740108 184 2363 SH SOLE 0 0 2363 WALGREENS BOOTS ALLIANCE INC COM 931427108 18 300 SH SOLE 0 0 300 WASTE MGMT INC DEL COM 94106L109 14 127 SH SOLE 0 0 127 WELLS FARGO CO NEW COM 949746101 122 2268 SH SOLE 0 0 2268 WESTERN UN CO COM 959802109 298 11117 SH SOLE 0 0 11117 WISDOMTREE TR DYNAMIC INT EQ 97717X271 52 1573 SH SOLE 0 0 1573 WISDOMTREE TR FLOATNG RAT TREA 97717X628 103 4115 SH SOLE 0 0 4115 WISDOMTREE TR US QTLY DIV GRT 97717X669 367 7568 SH SOLE 0 0 7568 WW INTL INC COM 98262P101 276 7217 SH SOLE 0 0 7217 YEXT INC COM 98585N106 1 100 SH SOLE 0 0 100 YUM BRANDS INC COM 988498101 21 206 SH SOLE 0 0 206 ZOETIS INC CL A 98978V103 32 244 SH SOLE 0 0 244 ACCENTURE PLC IRELAND SHS CLASS A G1151C101 44 210 SH SOLE 0 0 210 MEDTRONIC PLC SHS G5960L103 52 454 SH SOLE 0 0 454 NOMAD FOODS LTD USD ORD SHS G6564A105 157 7000 SH SOLE 0 0 7000 SEAGATE TECHNOLOGY PLC SHS G7945M107 2221 37327 SH SOLE 0 0 37327 ASML HOLDING N V N Y REGISTRY SHS N07059210 13 44 SH SOLE 0 0 44 NXP SEMICONDUCTORS N V COM N6596X109 7 52 SH SOLE 0 0 52