Fortitude Family Office, LLC New Holdings in Q3 2024

Fortitude Family Office, LLC

  • $253 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
NGG
National Grid PLC

Utilities
534
New
$57.14 - $70.48 $30.5K - $37.6K
534 $37.2M
ENB
Enbridge Inc

Energy
865
New
$35.27 - $41.18 $30.5K - $35.6K
865 $35.1M
SNOW
Snowflake Inc.

Technology
300
New
$108.56 - $143.02 $32.6K - $42.9K
300 $34.5M
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
1K
New
$31.05 - $34.29 $31.1K - $34.3K
1K $34.3M
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
330
New
$100.09 - $100.69 $33K - $33.2K
330 $33.2M
EVV
Eaton Vance LTD Duration Income Fund

Financial Services
3.14K
New
$9.67 - $10.51 $30.4K - $33K
3.14K $33M
HBAN
Huntington Bancshares Inc

Financial Services
2.19K
New
$12.84 - $15.15 $28.1K - $33.1K
2.19K $32.1M
PEY
Invesco Exchange Traded Fd Tr

ETFs
1.4K
New
$19.4 - $21.93 $27.2K - $30.7K
1.4K $30.7M
MFC
Manulife Financial Corp

Financial Services
1.04K
New
$24.13 - $29.63 $25K - $30.7K
1.04K $30.6M
Peakstone Realty Trust Common Shares
2.24K
New
N/A
2.24K $30.5M
SHEL
Shell PLC

Energy
450
New
$65.65 - $73.28 $29.5K - $33K
450 $29.7M
ROP
Roper Technologies Inc

Industrials
51
New
$515.25 - $576.55 $26.3K - $29.4K
51 $28.4M
TRP
Tc Energy Corp

Energy
592
New
$37.48 - $47.9 $22.2K - $28.4K
592 $28.2M
HLN
Haleon PLC

Healthcare
2.65K
New
$8.32 - $10.7 $22K - $28.3K
2.65K $28M
IYK
Ishares U.S. Consumer Staples

ETFs
393
New
$65.27 - $72.12 $25.7K - $28.3K
393 $27.7M
THQ
Tekla Healthcare Opportunities Fund

Financial Services
1.25K
New
$20.25 - $22.07 $25.3K - $27.6K
1.25K $27.6M
MDT
Medtronic PLC

Healthcare
298
New
$76.84 - $91.03 $22.9K - $27.1K
298 $26.8M
USHY
Ishares Tr Broad Usd High Yiel

ETFs
708
New
$36.06 - $37.66 $25.5K - $26.7K
708 $26.7M
GOF
Guggenheim Strategic Opportunities Fund

Financial Services
1.67K
New
$14.94 - $15.76 $25K - $26.4K
1.67K $26.4M
Wells Fargo CO New Perp Pfd Cnv A
20
New
N/A
20 $25.6M
ING
Ing Groep Nv

Financial Services
1.36K
New
$16.55 - $18.66 $22.5K - $25.3K
1.36K $24.7M
Axs Real Estate Income ETF
1.01K
New
N/A
1.01K $24.6M
NEA
Nuveen Amt Free Quality Municipal Income Fund

Financial Services
2.03K
New
$11.31 - $11.96 $23K - $24.3K
2.03K $24.3M
MBB
Ishares Tr

ETFs
250
New
$90.85 - $96.66 $22.7K - $24.2K
250 $24M
BCE
Bce Inc

Communication Services
670
New
$31.33 - $36.08 $21K - $24.2K
670 $23.3M
Benson Hill Inc Com New
3.2K
New
N/A
3.2K $23M
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
524
New
$38.51 - $41.69 $20.2K - $21.8K
524 $21.8M
HSY
Hershey CO

Consumer Defensive
112
New
$182.45 - $203.25 $20.4K - $22.8K
112 $21.5M
BUFR
First Tr Ex Td Viii Ft Cboe Ve

ETFs
711
New
$28.1 - $29.89 $20K - $21.3K
711 $21.3M
CCO
Clear Channel Outdoor Holdings, Inc.

Communication Services
13.2K
New
$1.32 - $1.84 $17.5K - $24.4K
13.2K $21.2M
VGM
Invesco Trust For Investment Grade Municipals

Financial Services
2K
New
$10.1 - $10.68 $20.2K - $21.4K
2K $21.1M
HYG
Ishares Tr

ETFs
258
New
$76.72 - $80.36 $19.8K - $20.7K
258 $20.7M
VMO
Invesco Municipal Opportunity Trust

Financial Services
2K
New
$9.87 - $10.38 $19.7K - $20.8K
2K $20.5M
LULU
Lululemon Athletica Inc.

Consumer Cyclical
75
New
$233.4 - $302.36 $17.5K - $22.7K
75 $20.4M
FRA
Blackrock Floating Rate Income Strategies Fund, Inc.

Financial Services
1.53K
New
$12.6 - $13.59 $19.3K - $20.8K
1.53K $20.2M
CM
Canadian Imperial Bank Of Commerce

Financial Services
327
New
$47.28 - $62.24 $15.5K - $20.4K
327 $20.1M
BGR
Black Rock Energy & Resources Trust

Financial Services
1.55K
New
$12.28 - $13.34 $19K - $20.6K
1.55K $19.9M
VFL
Delaware Investments National Municipal Income Fund

Financial Services
1.77K
New
$10.37 - $11.37 $18.3K - $20.1K
1.77K $19.7M
IBKR
Interactive Brokers Group, Inc.

Financial Services
140
New
$108.65 - $139.41 $15.2K - $19.5K
140 $19.5M
Greystone Housing Impact Inves Ben Unit Ctf
1.38K
New
N/A
1.38K $19.4M
BCS
Barclays PLC

Financial Services
1.58K
New
$10.59 - $12.45 $16.7K - $19.6K
1.58K $19.1M
DELL
Dell Technologies Inc.

Technology
160
New
$87.89 - $145.97 $14.1K - $23.4K
160 $19M
Cooper Cos Inc Com
164
New
N/A
164 $18.1M
NAZ
Nuveen Arizona Quality Municipal Income Fund

Financial Services
1.5K
New
$11.08 - $11.94 $16.7K - $17.9K
1.5K $17.8M
XLE
Energy Sector Spdr

ETFs
200
New
$84.35 - $93.39 $16.9K - $18.7K
200 $17.6M
Abrdn Asia Pacific Income Fund Com New
1K
New
N/A
1K $17.4M
SPTL
Spdr Portfolio Long Term Treas

ETFs
590
New
$26.69 - $29.87 $15.7K - $17.6K
590 $17.2M
BEN
Franklin Resources Inc

Financial Services
850
New
$19.13 - $23.97 $16.3K - $20.4K
850 $17.1M
Kenvue Inc Com
729
New
N/A
729 $16.9M
Activity Summary
Buys All Purchases 682 New Holdings 345 Increased Positions 337 Sells All Sells 71 Reductions 70 Sold out 1 Options Calls 0 Puts 0
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