Director of Communications

0001697478-21-000001.txt : 20210211 0001697478-21-000001.hdr.sgml : 20210211 20210211153753 ACCESSION NUMBER: 0001697478-21-000001 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20201231 FILED AS OF DATE: 20210211 DATE AS OF CHANGE: 20210211 EFFECTIVENESS DATE: 20210211 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: 21619280 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 12-31-2020 12-31-2020 Fortis Advisors, LLC

1045 FIRST AVENUE SUITE 120 KING OF PRUSSIA PA 19406

13F HOLDINGS REPORT 028-17930 N Maggie Corado Director of Communications 610-233-1007 Maggie Corado Reading PA 02-11-2021 0 196 113351 false INFORMATION TABLE 2 Fortis13FQ121.xml AMAZON COM INC COM Stock 023135106 1065 327 SH SOLE 0 327 0 0 INVESCO QQQ TRUST ETF 46090E103 146 467 SH SOLE 0 466 0 0 STERICYCLE INC COM Stock 858912108 139 2000 SH SOLE 0 2000 0 0 STARBUCKS CORP COM Stock 855244109 10 90 SH SOLE 0 90 0 0 DOLLAR GEN CORP NEW COM Stock 256677105 7 35 SH SOLE 0 35 0 0 JOHNSON & JOHNSON COM Stock 478160104 705 4480 SH SOLE 0 4480 0 0 SEAGATE TECHNOLOGY PLC SHS Stock G7945M107 1919 30870 SH SOLE 0 30870 0 0 VANGUARD TOTAL STOCK MARKET INDEX FUND ETF 922908769 31 158 SH SOLE 0 158 0 0 VANGUARD ENERGY INDEX FUND ETF 92204A306 7 141 SH SOLE 0 141 0 0 ISHARES GLOBAL TECH ETF ETF 464287291 0 0 SH SOLE 0 0 0 0 COSTCO WHSL CORP NEW COM Stock 22160K105 8 20 SH SOLE 0 20 0 0 COCA COLA CO COM Stock 191216100 6 115 SH SOLE 0 115 0 0 TRUIST FINL CORP COM Stock 89832Q109 31 650 SH SOLE 0 649 0 0 UNITED PARCEL SERVICE INC CL B Stock 911312106 3135 18614 SH SOLE 0 18614 0 0 BIOGEN INC COM Stock 09062X103 70 285 SH SOLE 0 285 0 0 STATE STR CORP COM Stock 857477103 93 1278 SH SOLE 0 1277 0 0 MEDTRONIC PLC SHS Stock G5960L103 6 55 SH SOLE 0 55 0 0 NETFLIX INC COM Stock 64110L106 14 25 SH SOLE 0 25 0 0 ISHARES SILVER TRUST ETF 46428Q109 123 5000 SH SOLE 0 5000 0 0 MERCK & CO. INC COM Stock 58933Y105 245 3000 SH SOLE 0 3000 0 0 SPDR S&P 500 ETF ETF 78462F103 142 379 SH SOLE 0 379 0 0 MCKESSON CORP COM Stock 58155Q103 61 348 SH SOLE 0 348 0 0 MASTERCARD INCORPORATED CL A Stock 57636Q104 288 808 SH SOLE 0 808 0 0 SBA COMMUNICATIONS CORP NEW CL A REIT 78410G104 141 500 SH SOLE 0 500 0 0 ALCOA CORP COM Stock 013872106 0 2 SH SOLE 0 2 0 0 ISHARES TIPS BOND ETF ETF 464287176 119 932 SH SOLE 0 931 0 0 ISHARES MSCI ALL COUNTRY ASIA EX JAPAN INDEX FUND ETF 464288182 561 6265 SH SOLE 0 6264 0 0 COGNIZANT TECHNOLOGY SOLUTIONS CL A Stock 192446102 80 977 SH SOLE 0 977 0 0 VANGUARD EXTENDED DURATION TREASURY INDEX FUND ETF 921910709 6805 44682 SH SOLE 0 44681 0 0 EDWARDS LIFESCIENCES CORP COM Stock 28176E108 411 4500 SH SOLE 0 4500 0 0 HOWMET AEROSPACE INC COM Stock 443201108 91 3194 SH SOLE 0 3194 0 0 VANGUARD FTSE ALL-WORLD EX-US SMALL-CAP INDEX FUND ETF 922042718 70 574 SH SOLE 0 574 0 0 PULTE GROUP INC COM Stock 745867101 94 2172 SH SOLE 0 2172 0 0 PEPSICO INC COM Stock 713448108 12 80 SH SOLE 0 80 0 0 TE CONNECTIVITY LTD REG SHS Stock H84989104 0 0 SH SOLE 0 0 0 0 HONEYWELL INTL INC COM Stock 438516106 12 55 SH SOLE 0 55 0 0 MICROSTRATEGY INC CL A NEW Stock 594972408 78 200 SH SOLE 0 200 0 0 BAXTER INTL INC COM Stock 071813109 6 80 SH SOLE 0 80 0 0 DUPONT DE NEMOURS INC COM Stock 26614N102 13 188 SH SOLE 0 188 0 0 ISHARES RUSSELL 2000 VALUE ETF ETF 464287630 0 3 SH SOLE 0 2 0 0 SPDR GOLD SHARES ETF 78463V107 4668 26169 SH SOLE 0 26169 0 0 ROKU INC COM CL A Stock 77543R102 0 1 SH SOLE 0 1 0 0 AMERISOURCEBERGEN CORP COM Stock 03073E105 0 1 SH SOLE 0 1 0 0 BECTON DICKINSON & CO COM Stock 075887109 11 45 SH SOLE 0 45 0 0 RETAIL OPPORTUNITY INVTS CORP COM REIT 76131N101 0 1 SH SOLE 0 1 0 0 ISHARES U.S. REAL ESTATE ETF ETF 464287739 0 1 SH SOLE 0 1 0 0 ISHARES S&P SMALL-CAP FUND ETF 464287804 29 315 SH SOLE 0 315 0 0 BERKSHIRE HATHAWAY INC DEL CL B NEW Stock 084670702 156 674 SH SOLE 0 674 0 0 SCHWAB EMERGING MARKETS EQUITY ETF ETF 808524706 650 21201 SH SOLE 0 21201 0 0 SOUTHERN COPPER CORP COM Stock 84265V105 8 121 SH SOLE 0 121 0 0 ALPHABET INC CAP STK CL A Stock 02079K305 771 440 SH SOLE 0 440 0 0 PRINCIPAL FINANCIAL GROUP INC COM Stock 74251V102 102 2055 SH SOLE 0 2055 0 0 INTUIT COM Stock 461202103 152 400 SH SOLE 0 400 0 0 CONSTELLATION BRANDS INC CL A Stock 21036P108 0 1 SH SOLE 0 1 0 0 COMCAST CORP NEW CL A Stock 20030N101 14 265 SH SOLE 0 265 0 0 ISHARES U.S. INFRASTRUCTURE ETF ETF 46435U713 134 4475 SH SOLE 0 4474 0 0 MICROSOFT CORP COM Stock 594918104 899 4044 SH SOLE 0 4044 0 0 DISCOVERY INC COM SER A Stock 25470F104 67 2233 SH SOLE 0 2233 0 0 CVS HEALTH CORP COM Stock 126650100 13 185 SH SOLE 0 185 0 0 AMERIPRISE FINL INC COM Stock 03076C106 194 1000 SH SOLE 0 1000 0 0 PROSHARES ONLINE RETAIL ETF ETF 74347B169 0 0 SH SOLE 0 0 0 0 VANGUARD TOTAL WORLD BOND ETF ETF 92206C565 161 1962 SH SOLE 0 1962 0 0 VANGUARD HEALTH CARE INDEX FUND ETF 92204A504 0 0 SH SOLE 0 0 0 0 NORFOLK SOUTHN CORP COM Stock 655844108 4 15 SH SOLE 0 15 0 0 VANGUARD CONSUMER STAPLES INDEX FUND ETF 92204A207 11 62 SH SOLE 0 62 0 0 VANGUARD INFORMATION TECHNOLOGY INDEX FUND ETF 92204A702 7 19 SH SOLE 0 19 0 0 FOX CORP CL B COM Stock 35137L204 57 1974 SH SOLE 0 1974 0 0 HANESBRANDS INC COM Stock 410345102 64 4393 SH SOLE 0 4393 0 0 KKR & CO INC COM Stock 48251W104 121 3000 SH SOLE 0 3000 0 0 UNITED AIRLS HLDGS INC COM Stock 910047109 35 817 SH SOLE 0 817 0 0 CONAGRA BRANDS INC COM Stock 205887102 109 3000 SH SOLE 0 3000 0 0 GLOBAL X CLOUD COMPUTING ETF ETF 37954Y442 562 20140 SH SOLE 0 20140 0 0 WESTERN UN CO COM Stock 959802109 51 2318 SH SOLE 0 2318 0 0 CONSOLIDATED EDISON INC COM Stock 209115104 36 500 SH SOLE 0 500 0 0 ISHARES 0-5 YEAR TIPS BOND ETF ETF 46429B747 556 5324 SH SOLE 0 5323 0 0 RIBBON COMMUNICATIONS INC COM Stock 762544104 129 19701 SH SOLE 0 19701 0 0 SPDR S&P 600 SMALL CAP VALUE ETF ETF 78464A300 1 17 SH SOLE 0 17 0 0 WABTEC COM Stock 929740108 1 14 SH SOLE 0 14 0 0 AIR PRODS & CHEMS INC COM Stock 009158106 7 25 SH SOLE 0 25 0 0 ISHARES RUSSELL MID-CAP VALUE ETF ETF 464287473 0 3 SH SOLE 0 2 0 0 DRAFTKINGS INC COM CL A Stock 26142R104 23 500 SH SOLE 0 500 0 0 ISHARES RUSSELL 2000 ETF ETF 464287655 45 227 SH SOLE 0 227 0 0 XEROX HOLDINGS CORP COM NEW Stock 98421M106 45 1955 SH SOLE 0 1955 0 0 ISHARES MSCI CHINA SMALL-CAP ETF ETF 46429B200 27 540 SH SOLE 0 539 0 0 SPIRIT AIRLS INC COM Stock 848577102 0 1 SH SOLE 0 1 0 0 MATCH GROUP INC NEW COM Stock 57667L107 457 3021 SH SOLE 0 3021 0 0 IAC INTERACTIVECORP NEW COM Stock 44891N109 265 1400 SH SOLE 0 1400 0 0 ISHARES SELECT DIVIDEND ETF ETF 464287168 0 1 SH SOLE 0 1 0 0 ISHARES RUSSELL MID-CAP GROWTH ETF ETF 464287481 40 391 SH SOLE 0 390 0 0 VANGUARD FTSE PACIFIC ETF ETF 922042866 17 215 SH SOLE 0 215 0 0 VANGUARD SMALL-CAP VALUE INDEX FUND ETF 922908611 2546 17904 SH SOLE 0 17904 0 0 VIATRIS INC COM Stock 92556V106 0 25 SH SOLE 0 25 0 0 AIRBNB INC COM CL A Stock 009066101 5 34 SH SOLE 0 34 0 0 GOLDEN NUGGET ONLINE GAMIN COM CL A Stock 38113L107 20 1000 SH SOLE 0 1000 0 0 VISA INC COM CL A Stock 92826C839 478 2185 SH SOLE 0 2185 0 0 ISHARES MSCI CHINA ETF ETF 46429B671 253 3129 SH SOLE 0 3128 0 0 ISHARES MSCI USA MIN VOL FACTOR ETF ETF 46429B697 3 40 SH SOLE 0 39 0 0 VANGUARD GROWTH INDEX FUND ETF 922908736 0 1 SH SOLE 0 1 0 0 FACEBOOK INC CL A Stock 30303M102 522 1910 SH SOLE 0 1910 0 0 ASML HOLDING N V N Y REGISTRY SHS ADR N07059210 21 44 SH SOLE 0 44 0 0 INVESCO DWA SMALLCAP MOMENTUM ETF ETF 46138E842 3199 42488 SH SOLE 0 42487 0 0 PVH CORPORATION COM Stock 693656100 79 845 SH SOLE 0 845 0 0 D R HORTON INC COM Stock 23331A109 109 1577 SH SOLE 0 1577 0 0 TECHNIPFMC PLC COM Stock G87110105 54 5724 SH SOLE 0 5724 0 0 NOVARTIS AG SPONSORED ADR ADR 66987V109 94 1000 SH SOLE 0 1000 0 0 ISHARES CORE MSCI EAFE ETF ETF 46432F842 17 245 SH SOLE 0 245 0 0 ACCENTURE PLC IRELAND SHS CLASS A Stock G1151C101 16 60 SH SOLE 0 60 0 0 NVIDIA CORPORATION COM Stock 67066G104 1 2 SH SOLE 0 2 0 0 ISHARES SHORT TREASURY BOND ETF ETF 464288679 432 3906 SH SOLE 0 3906 0 0 ABBVIE INC COM Stock 00287Y109 107 1000 SH SOLE 0 1000 0 0 S&P GLOBAL INC COM Stock 78409V104 8 25 SH SOLE 0 25 0 0 ISHARES GLOBAL CONSUMER STAPLES ETF ETF 464288737 2029 34819 SH SOLE 0 34818 0 0 ISHARES CORE MSCI EMERGING MARKETS ETF ETF 46434G103 61 985 SH SOLE 0 985 0 0 VANGUARD FTSE ALL-WORLD EX US INDEX FUND ETF 922042775 9490 162605 SH SOLE 0 162604 0 0 FIRST TRUST CHINDIA ETF ETF 33733A102 543 9199 SH SOLE 0 9199 0 0 PTC INC COM Stock 69370C100 2 18 SH SOLE 0 18 0 0 TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS ADR 874039100 273 2500 SH SOLE 0 2500 0 0 BLACKSTONE GROUP INC COM CL A Stock 09260D107 58 900 SH SOLE 0 900 0 0 ANSYS INC COM Stock 03662Q105 102 279 SH SOLE 0 279 0 0 HAIN CELESTIAL GROUP INC COM Stock 405217100 80 2000 SH SOLE 0 2000 0 0 CISCO SYS INC COM Stock 17275R102 281 6277 SH SOLE 0 6277 0 0 ISHARES RUSSELL MID-CAP ETF ETF 464287499 51 749 SH SOLE 0 748 0 0 ADVANCED MICRO DEVICES INC COM Stock 007903107 23 250 SH SOLE 0 250 0 0 AUTODESK INC COM Stock 052769106 21 69 SH SOLE 0 69 0 0 NEWS CORP NEW CL B Stock 65249B208 86 4846 SH SOLE 0 4846 0 0 VANGUARD INTERMEDIATE-TERM BOND INDEX FUND ETF 921937819 1296 13961 SH SOLE 0 13960 0 0 GLOBAL X MLP & ENERGY INFRASTRUCTURE ETF ETF 37954Y293 3082 114346 SH SOLE 0 114346 0 0 GENERAL ELECTRIC CO COM Stock 369604103 27 2514 SH SOLE 0 2514 0 0 ISHARES MSCI USA QUALITY FACTOR ETF ETF 46432F339 6860 59031 SH SOLE 0 59031 0 0 ISHARES MSCI USA MOMENTUM FACTOR ETF ETF 46432F396 11819 73275 SH SOLE 0 73275 0 0 NETAPP INC COM Stock 64110D104 77 1169 SH SOLE 0 1169 0 0 POTBELLY CORP COM Stock 73754Y100 0 1 SH SOLE 0 1 0 0 CHARTER COMMUNICATIONS INC NEW CL A Stock 16119P108 19 28 SH SOLE 0 28 0 0 BLACKROCK SHORT MATURITY BOND ETF ETF 46431W507 326 6489 SH SOLE 0 6489 0 0 FIDELITY MSCI UTILITIES INDEX ETF ETF 316092865 2797 68924 SH SOLE 0 68924 0 0 ISHARES CORE S&P 500 ETF ETF 464287200 24 65 SH SOLE 0 65 0 0 FEDERATED HERMES INC CL B Stock 314211103 41 1425 SH SOLE 0 1425 0 0 ECOLAB INC COM Stock 278865100 3 15 SH SOLE 0 15 0 0 CARMAX INC COM Stock 143130102 255 2700 SH SOLE 0 2700 0 0 INVESCO DWA MOMENTUM ETF ETF 46137V837 120 1367 SH SOLE 0 1366 0 0 THERMO FISHER SCIENTIFIC INC COM Stock 883556102 427 917 SH SOLE 0 917 0 0 ONE LIBERTY PPTYS INC COM REIT 682406103 0 1 SH SOLE 0 1 0 0 JPMORGAN CHASE & CO COM Stock 46625H100 359 2822 SH SOLE 0 2822 0 0 INTERNATIONAL PAPER CO COM Stock 460146103 79 1590 SH SOLE 0 1590 0 0 ISHARES NATIONAL MUNI BOND ETF ETF 464288414 4929 42053 SH SOLE 0 42053 0 0 VANGUARD FTSE DEVELOPED MARKETS ETF ETF 921943858 113 2400 SH SOLE 0 2400 0 0 TJX COS INC NEW COM Stock 872540109 12 180 SH SOLE 0 180 0 0 SPDR S&P DIVIDEND ETF ETF 78464A763 3 27 SH SOLE 0 27 0 0 SPDR NYSE TECHNOLOGY ETF ETF 78464A102 0 0 SH SOLE 0 0 0 0 ORACLE CORP COM Stock 68389X105 7 105 SH SOLE 0 105 0 0 RAYTHEON TECHNOLOGIES CORP COM Stock 75513E101 7 93 SH SOLE 0 93 0 0 INVESCO DWA TECHNOLOGY MOMENTUM ETF ETF 46137V811 4154 29528 SH SOLE 0 29527 0 0 VANGUARD FTSE EMERGING MARKETS ETF ETF 922042858 692 13814 SH SOLE 0 13814 0 0 PFIZER INC COM Stock 717081103 8 208 SH SOLE 0 207 0 0 MORGAN STANLEY COM NEW Stock 617446448 74 1074 SH SOLE 0 1074 0 0 HP INC COM Stock 40434L105 86 3480 SH SOLE 0 3480 0 0 BAKER HUGHES COMPANY CL A Stock 05722G100 63 3009 SH SOLE 0 3009 0 0 ALPHABET INC CAP STK CL C Stock 02079K107 592 338 SH SOLE 0 338 0 0 AMERICAN EXPRESS CO COM Stock 025816109 0 1 SH SOLE 0 1 0 0 ANALOG DEVICES INC COM Stock 032654105 185 1250 SH SOLE 0 1250 0 0 CANADIAN NATL RY CO COM Stock 136375102 110 1000 SH SOLE 0 1000 0 0 ISHARES CORE S&P U.S. VALUE ETF ETF 464287663 4377 70374 SH SOLE 0 70374 0 0 ISHARES CORE U.S. AGGREGATE BOND ETF ETF 464287226 4581 38762 SH SOLE 0 38761 0 0 ISHARES GLOBAL REIT ETF ETF 46434V647 2369 98985 SH SOLE 0 98985 0 0 BLACKROCK ULTRA SHORT-TERM BOND ETF ETF 46434V878 1993 39448 SH SOLE 0 39447 0 0 CANOPY GROWTH CORP COM Stock 138035100 3 102 SH SOLE 0 102 0 0 ALIBABA GROUP HLDG LTD SPONSORED ADS ADR 01609W102 27 118 SH SOLE 0 118 0 0 BORGWARNER INC COM Stock 099724106 65 1675 SH SOLE 0 1675 0 0 DELTA AIR LINES INC DEL COM NEW Stock 247361702 50 1245 SH SOLE 0 1245 0 0 VANGUARD SHORT-TERM BOND INDEX FUND ETF 921937827 3536 42660 SH SOLE 0 42659 0 0 NUCOR CORP COM Stock 670346105 56 1054 SH SOLE 0 1054 0 0 INVESCO DWA EMERGING MARKETS MOMENTUM ETF ETF 46138E867 277 12122 SH SOLE 0 12121 0 0 VANGUARD MEGA CAP ETF ETF 921910873 3949 29593 SH SOLE 0 29592 0 0 ALTRIA GROUP INC COM Stock 02209S103 55 1331 SH SOLE 0 1331 0 0 AGILENT TECHNOLOGIES INC COM Stock 00846U101 142 1200 SH SOLE 0 1200 0 0 UNITEDHEALTH GROUP INC COM Stock 91324P102 274 780 SH SOLE 0 780 0 0 PRICE T ROWE GROUP INC COM Stock 74144T108 167 1100 SH SOLE 0 1100 0 0 LOWES COS INC COM Stock 548661107 339 2109 SH SOLE 0 2109 0 0 DEERE & CO COM Stock 244199105 11 41 SH SOLE 0 41 0 0 NOMAD FOODS LTD USD ORD SHS Stock G6564A105 153 6000 SH SOLE 0 6000 0 0 SOUTHWEST AIRLS CO COM Stock 844741108 0 1 SH SOLE 0 1 0 0 ISHARES MSCI INTL QUALITY FACTOR ETF ETF 46434V456 690 19343 SH SOLE 0 19343 0 0 SHOPIFY INC CL A Stock 82509L107 170 150 SH SOLE 0 150 0 0 NEW YORK TIMES CO CL A Stock 650111107 0 0 SH SOLE 0 0 0 0 PAYPAL HLDGS INC COM Stock 70450Y103 468 2000 SH SOLE 0 2000 0 0 SCHWAB CHARLES CORP COM Stock 808513105 159 3000 SH SOLE 0 3000 0 0 CROWN CASTLE INTL CORP NEW COM REIT 22822V101 80 500 SH SOLE 0 500 0 0 BLACKROCK INC COM Stock 09247X101 7 10 SH SOLE 0 10 0 0 ISHARES S&P MIDCAP FUND ETF 464287507 15 65 SH SOLE 0 65 0 0 ISHARES S&P GLOBAL CLEAN ENERGY INDEX FUND ETF 464288224 0 0 SH SOLE 0 0 0 0 ISHARES MSCI EAFE ETF ETF 464287465 211 2890 SH SOLE 0 2889 0 0 APPLE INC COM Stock 037833100 1415 10661 SH SOLE 0 10661 0 0 DISNEY WALT CO COM Stock 254687106 100 550 SH SOLE 0 550 0 0 ISHARES MSCI INTL MOMENTUM FACTOR ETF ETF 46434V449 392 10416 SH SOLE 0 10416 0 0 UNIVERSAL HLTH SVCS INC CL B Stock 913903100 70 512 SH SOLE 0 512 0 0