0001815183-23-000001.txt : 20230526 0001815183-23-000001.hdr.sgml : 20230526 20230526130833 ACCESSION NUMBER: 0001815183-23-000001 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20230331 FILED AS OF DATE: 20230526 DATE AS OF CHANGE: 20230526 EFFECTIVENESS DATE: 20230526 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Fortis Group Advisors, LLC CENTRAL INDEX KEY: 0001815183 IRS NUMBER: 364879018 STATE OF INCORPORATION: NJ FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-20406 FILM NUMBER: 23966471 BUSINESS ADDRESS: STREET 1: 345 KINDERKAMACK ROAD STREET 2: SUITE B CITY: WESTWOOD STATE: NJ ZIP: 07675 BUSINESS PHONE: 2013830630 MAIL ADDRESS: STREET 1: 345 KINDERKAMACK ROAD STREET 2: SUITE B CITY: WESTWOOD STATE: NJ ZIP: 07675 13F-HR 1 primary_doc.xml X0202 13F-HR LIVE false true false 0001815183 XXXXXXXX 03-31-2023 03-31-2023 Fortis Group Advisors, LLC

345 KINDERKAMACK ROAD SUITE B WESTWOOD NJ 07675

13F HOLDINGS REPORT 028-20406 080111223 N Austin Sweerus 732 409 2644 Austin Sweerus Colts Neck NJ 05-26-2023 0 124 331470192 false INFORMATION TABLE 2 schedule13fmay262023.xml ABBVIE INC COM 00287Y109 281210 1861 SH SOLE 0 0 1861 ABRDN SILVER ETF TRUST PHYSCL SILVR SHS 003264108 245797 10233 SH SOLE 0 0 10233 ACTIVISION BLIZZARD INC COM 00507V109 4936677 63527 SH SOLE 0 0 63527 ADVANCED MICRO DEVICES INC COM 007903107 245298 2745 SH SOLE 0 0 2745 AGF INVTS TR US MARKET NETRL 00110G408 9476312 452330 SH SOLE 0 0 452330 ALPHABET INC CAP STK CL A 02079K305 597203 5564 SH SOLE 0 0 5564 ALPS ETF TR ALERIAN MLP 00162Q452 303212 7725 SH SOLE 0 0 7725 AMAZON COM INC COM 023135106 660222 6261 SH SOLE 0 0 6261 AMERICAN TOWER CORP NEW COM 03027X100 251425 1230 SH SOLE 0 0 1230 AMERICAN WTR WKS CO INC NEW COM 030420103 3692884 24910 SH SOLE 0 0 24910 APPLE INC COM 037833100 9332991 55003 SH SOLE 0 0 55003 AT&T INC COM 00206R102 536276 30350 SH SOLE 0 0 30350 AUTOMATIC DATA PROCESSING IN COM 053015103 337603 1535 SH SOLE 0 0 1535 BECTON DICKINSON & CO COM 075887109 513038 1941 SH SOLE 0 0 1941 BLADE AIR MOBILITY INC CL A COM 092667104 46654 17807 SH SOLE 0 0 17807 CAPRI HOLDINGS LIMITED SHS G1890L107 330361 7960 SH SOLE 0 0 7960 CHEVRON CORP NEW COM 166764100 710815 4216 SH SOLE 0 0 4216 CHEWY INC CL A 16679L109 325163 10486 SH SOLE 0 0 10486 CHURCH & DWIGHT CO INC COM 171340102 2477249 25507 SH SOLE 0 0 25507 CISCO SYS INC COM 17275R102 218196 4618 SH SOLE 0 0 4618 CLEVELAND-CLIFFS INC NEW COM 185899101 340812 22159 SH SOLE 0 0 22159 COCA COLA CO COM 191216100 325025 5067 SH SOLE 0 0 5067 COLGATE PALMOLIVE CO COM 194162103 228339 2861 SH SOLE 0 0 2861 COMCAST CORP NEW CL A 20030N101 238973 5776 SH SOLE 0 0 5776 CONSOLIDATED EDISON INC COM 209115104 2523966 25632 SH SOLE 0 0 25632 COSTCO WHSL CORP NEW COM 22160K105 367234 730 SH SOLE 0 0 730 DEVON ENERGY CORP NEW COM 25179M103 586074 10969 SH SOLE 0 0 10969 DTE ENERGY CO COM 233331107 350590 3119 SH SOLE 0 0 3119 ENERGY TRANSFER L P COM UT LTD PTN 29273V100 523695 40660 SH SOLE 0 0 40660 EVERSOURCE ENERGY COM 30040W108 301981 3891 SH SOLE 0 0 3891 EXXON MOBIL CORP COM 30231G102 2377079 20087 SH SOLE 0 0 20087 FIRST TR EXCHANGE-TRADED FD FIRST TR ENH NEW 33739Q408 3389902 56954 SH SOLE 0 0 56954 FIRST TR EXCHANGE-TRADED FD SENIOR LN FD 33738D309 496176 11009 SH SOLE 0 0 11009 FORTUNE BRANDS INNOVATIONS I COM 34964C106 217941 3369 SH SOLE 0 0 3369 FRANCO NEV CORP COM 351858105 900207 5931 SH SOLE 0 0 5931 FRANKLIN TEMPLETON ETF TR MUNICIPAL GRN BD 35473P850 536884 22492 SH SOLE 0 0 22492 GOLDMAN SACHS PHYSICAL GOLD UNIT 38150K103 252366 12791 SH SOLE 0 0 12791 HCA HEALTHCARE INC COM 40412C101 5977255 20803 SH SOLE 0 0 20803 HOME DEPOT INC COM 437076102 2567457 8543 SH SOLE 0 0 8543 ICAHN ENTERPRISES LP DEPOSITARY UNIT 451100101 731549 14403 SH SOLE 0 0 14403 INTERNATIONAL BUSINESS MACHS COM 459200101 584704 4625 SH SOLE 0 0 4625 INVESCO DB US DLR INDEX TR BEARISH FD 46141D104 228000 12000 SH SOLE 0 0 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SH SOLE 0 0 17849 ISHARES TR NATIONAL MUN ETF 464288414 281409 2623 SH SOLE 0 0 2623 ISHARES TR SELECT DIVID ETF 464287168 657297 5590 SH SOLE 0 0 5590 ISHARES TR ISHS 1-5YR INVS 464288646 5306954 104653 SH SOLE 0 0 104653 ISHARES TR SHORT TREAS BD 464288679 10563819 95643 SH SOLE 0 0 95643 ISHARES TR US AER DEF ETF 464288760 1269711 11142 SH SOLE 0 0 11142 ISHARES TR U.S. TECH ETF 464287721 498545 5358 SH SOLE 0 0 5358 JOHNSON & JOHNSON COM 478160104 245916 1502 SH SOLE 0 0 1502 JPMORGAN CHASE & CO COM 46625H100 462081 3343 SH SOLE 0 0 3343 KINDER MORGAN INC DEL COM 49456B101 267712 15610 SH SOLE 0 0 15610 KRANESHARES TR CSI CHI INTERNET 500767306 264585 9463 SH SOLE 0 0 9463 KRANESHARES TR QUADRATIC DEFLA 500767587 270976 17183 SH SOLE 0 0 17183 KRANESHARES TR QUADRTC INT RT 500767736 412906 17984 SH SOLE 0 0 17984 LANCASTER COLONY CORP COM 513847103 1760327 8418 SH SOLE 0 0 8418 LEGG MASON ETF INVT FRANKLIN INTL LW 52468L505 454553 16398 SH SOLE 0 0 16398 LINDE PLC SHS G5494J103 1065124 2883 SH SOLE 0 0 2883 MASTERCARD INCORPORATED CL A 57636Q104 2130093 5605 SH SOLE 0 0 5605 MCDONALDS CORP COM 580135101 276548 935 SH SOLE 0 0 935 MCKESSON CORP COM 58155Q103 941560 2585 SH SOLE 0 0 2585 MERCK & CO INC COM 58933Y105 584382 5061 SH SOLE 0 0 5061 META PLATFORMS INC CL A 30303M102 546007 2272 SH SOLE 0 0 2272 MICROSOFT CORP COM 594918104 1039909 3384 SH SOLE 0 0 3384 MINISO GROUP HLDG LTD SPONSORED ADS 66981J102 1935573 104966 SH SOLE 0 0 104966 MONSTER BEVERAGE CORP NEW COM 61174X109 288848 5158 SH SOLE 0 0 5158 MORGAN STANLEY COM NEW 617446448 250027 2779 SH SOLE 0 0 2779 NATIONAL GRID PLC SPONSORED ADR NE 636274409 1086572 15165 SH SOLE 0 0 15165 NIKE INC CL B 654106103 2577066 20337 SH SOLE 0 0 20337 NVIDIA CORPORATION COM 67066G104 441921 1593 SH SOLE 0 0 1593 PLBY GROUP INC COM 72814P109 20686 12387 SH SOLE 0 0 12387 INVESCO DB US DLR INDEX TR BULLISH FD 46141D203 9544006 343928 SH SOLE 0 0 343928 INVESCO QQQ TR UNIT SER 1 46090E103 774093 2400 SH SOLE 0 0 2400 INVESCO EXCH TRADED FD TR II S&P500 LOW VOL 46138E354 268239 4195 SH SOLE 0 0 4195 PROCTER AND GAMBLE CO COM 742718109 1081140 6914 SH SOLE 0 0 6914 PUBLIC SVC ENTERPRISE GRP IN COM 744573106 499549 7904 SH SOLE 0 0 7904 ROCKWELL AUTOMATION INC COM 773903109 214978 759 SH SOLE 0 0 759 SELECT SECTOR SPDR TR SBI CONS STPLS 81369Y308 2006304 25908 SH SOLE 0 0 25908 SELECT SECTOR SPDR TR ENERGY 81369Y506 207848 2442 SH SOLE 0 0 2442 SPDR GOLD TR GOLD SHS 78463V107 32025655 173299 SH SOLE 0 0 173299 SPDR S&P 500 ETF TR TR UNIT 78462F103 1031739 2481 SH SOLE 0 0 2481 SPDR SER TR HLTH CARE SVCS 78464A573 948181 10590 SH SOLE 0 0 10590 SPDR SER TR PORTFOLIO AGRGTE 78464A649 241380 9334 SH SOLE 0 0 9334 SPDR SER TR PORTFOLIO LN TSR 78464A664 8228742 265958 SH SOLE 0 0 265958 SPDR SER TR PRTFLO S&P500 HI 78468R788 343454 8998 SH SOLE 0 0 8998 SPDR SER TR PRTFLO S&P500 VL 78464A508 435317 10507 SH SOLE 0 0 10507 SPDR SER TR BLOOMBERG 1-3 MO 78468R663 84555378 921283 SH SOLE 0 0 921283 SPDR SER TR SSGA US LRG ETF 78468R804 1110582 7970 SH SOLE 0 0 7970 SSGA ACTIVE ETF TR ULT SHT TRM BD 78467V707 795420 19747 SH SOLE 0 0 19747 SELECT SECTOR SPDR TR SBI HEALTHCARE 81369Y209 4070759 30486 SH SOLE 0 0 30486 SELECT SECTOR SPDR TR SBI INT-UTILS 81369Y886 3701626 53662 SH SOLE 0 0 53662 SUNOPTA INC COM 8676EP108 104168 12255 SH SOLE 0 0 12255 T-MOBILE US INC COM 872590104 371982 2585 SH SOLE 0 0 2585 TESLA INC COM 88160R101 315640 1921 SH SOLE 0 0 1921 HERSHEY CO COM 427866108 4077820 14934 SH SOLE 0 0 14934 TRAVELERS COMPANIES INC COM 89417E109 369415 2039 SH SOLE 0 0 2039 TJX COS INC NEW COM 872540109 277653 3523 SH SOLE 0 0 3523 UNITED PARCEL SERVICE INC CL B 911312106 398965 2219 SH SOLE 0 0 2219 UNITED STS NAT GAS FD LP UNIT PAR 912318300 255907 36506 SH SOLE 0 0 36506 UNITEDHEALTH GROUP INC COM 91324P102 4670556 9491 SH SOLE 0 0 9491 VANECK ETF TRUST GOLD MINERS ETF 92189F106 1821782 54252 SH SOLE 0 0 54252 VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 912639 5792 SH SOLE 0 0 5792 VANGUARD WORLD FD EXTENDED DUR 921910709 5223998 58038 SH SOLE 0 0 58038 VANGUARD INDEX FDS GROWTH ETF 922908736 781545 3101 SH SOLE 0 0 3101 VANGUARD WHITEHALL FDS HIGH DIV YLD 921946406 214269 2006 SH SOLE 0 0 2006 VANGUARD SCOTTSDALE FDS SHORT TERM TREAS 92206C102 204855 3500 SH SOLE 0 0 3500 VERIZON COMMUNICATIONS INC COM 92343V104 615364 15848 SH SOLE 0 0 15848 VISA INC COM CL A 92826C839 5636651 24220 SH SOLE 0 0 24220 WALMART INC COM 931142103 298088 1974 SH SOLE 0 0 1974 WISDOMTREE TR FLOATNG RAT TREA 97717Y527 9671452 192199 SH SOLE 0 0 192199 XCEL ENERGY INC COM 98389B100 267908 3832 SH SOLE 0 0 3832