Fortitude Advisory Group L.L.C. Purchases in Q1 2025

Fortitude Advisory Group L.L.C.

  • $147 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
IEF
Ishares Barclays

ETFs
25K
New
$91.17 - $95.39 $2.28M - $2.39M
25K $2.38M
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
10.6K
New
$100.34 - $100.68 $1.07M - $1.07M
10.6K $1.07M
PULS
Pgim ETF Tr

ETFs
7.9K
+ 10.17%
$49.56 - $49.78 $391K - $393K
85.6K $4.25M
GEO
Geo Group Inc

Real Estate
12K
New
$22.92 - $35.35 $275K - $424K
12K $350K
TH
Target Hospitality Corp.

Industrials
50K
New
$5.05 - $10.86 $253K - $543K
50K $329K
BA
Boeing CO

Industrials
1.91K
New
$148.15 - $186.25 $284K - $356K
1.91K $326K
COST
Costco Wholesale Corp

Consumer Defensive
217
+ 6.59%
$890.62 - $1076.86 $193K - $234K
3.51K $3.32M
MU
Micron Technology Inc

Technology
3.3K
New
$86.89 - $109.38 $287K - $361K
3.3K $287K
CXW
Core Civic, Inc.

Real Estate
14K
New
$18.02 - $23.05 $252K - $323K
14K $284K
GLNG
Golar Lng LTD

Energy
7.26K
New
$31.34 - $43.84 $228K - $318K
7.26K $275K
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
2.88K
New
$91.45 - $91.75 $263K - $264K
2.88K $263K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
241
+ 19.22%
$442.66 - $534.52 $107K - $129K
1.5K $796K
AEP
American Electric Power CO Inc

Utilities
2.06K
New
$90.32 - $109.27 $186K - $225K
2.06K $225K
DUK
Duke Energy Corp

Utilities
1.79K
New
$105.87 - $121.97 $189K - $218K
1.79K $218K
NWN
Northwest Natural Holding CO

Utilities
4.98K
New
$38.31 - $42.72 $191K - $213K
4.98K $212K
KMB
Kimberly Clark Corp

Consumer Defensive
1.45K
New
$124.46 - $147.4 $181K - $214K
1.45K $206K
ABBV
Abb Vie Inc.

Healthcare
109
+ 2.13%
$169.2 - $216.66 $18.4K - $23.6K
5.22K $1.09M
KIO
Kkr Income Opportunities Fund

Financial Services
12.5K
New
$12.16 - $13.6 $152K - $170K
12.5K $153K
PCT
Pure Cycle Technologies, Inc.

Industrials
22K
New
$6.92 - $10.9 $152K - $240K
22K $152K
REAX
Real Brokerage Inc

Real Estate
41.4K
+ 103.95%
$4.06 - $5.51 $168K - $228K
81.3K $330K
CVX
Chevron Corp

Energy
278
+ 6.6%
$146.71 - $167.97 $40.8K - $46.7K
4.49K $751K
JPM
Jpmorgan Chase & CO

Financial Services
275
+ 3.27%
$225.19 - $279.95 $61.9K - $77K
8.69K $2.13M
FIP
Ftai Infrastructure LLC
25K
New
$4.53 - $8.41 $113K - $210K
25K $113K
GLD
Spdr Gold Trust

ETFs
174
+ 12.99%
$243.19 - $288.14 $42.3K - $50.1K
1.51K $435K
META
Meta Platforms, Inc.

Communication Services
259
+ 8.76%
$576.36 - $736.67 $149K - $191K
3.22K $1.85M
MS
Morgan Stanley

Financial Services
1.26K
+ 19.01%
$111.68 - $141.08 $140K - $177K
7.86K $916K
EPD
Enterprise Products Partners L.P.

Energy
1.01K
+ 6.25%
$31.75 - $34.14 $32.2K - $34.6K
17.2K $588K
NFLX
Netflix Inc

Communication Services
64
+ 17.02%
$828.4 - $1058.6 $53K - $67.8K
440 $410K
AMT
American Tower Corp

Real Estate
54
+ 2.91%
$173.46 - $217.6 $9.37K - $11.8K
1.91K $414K
FTHY
First Trust High Yield Opportunities 2027 Term Fund

Technology
4.61K
+ 27.57%
$14.31 - $14.8 $66K - $68.3K
21.3K $308K
MO
Altria Group, Inc.

Consumer Defensive
360
+ 7.94%
$50.81 - $60.02 $18.3K - $21.6K
4.89K $293K
AGNC
Agnc Investment Corp.

Real Estate
1.4K
+ 1.43%
$9.12 - $10.54 $12.8K - $14.7K
99.5K $953K
SHV
Ishares Tr

ETFs
432
+ 10.13%
$110.11 - $110.51 $47.6K - $47.7K
4.7K $518K
TDG
Trans Digm Group Inc

Industrials
16
+ 7.58%
$1251.32 - $1394.11 $20K - $22.3K
227 $314K
PWR
Quanta Services, Inc.

Industrials
336
+ 44.62%
$236.71 - $358.03 $79.5K - $120K
1.09K $276K
ET
Energy Transfer LP

Energy
2.97K
+ 17.19%
$17.26 - $21.08 $51.3K - $62.7K
20.3K $376K
CSCO
Cisco Systems, Inc.

Technology
3
+ 0.02%
$58.74 - $64.87 $176 - $195
14.3K $879K
NBB
Nuveen Taxable Municipal Income Fund

Financial Services
113
+ 0.38%
$15.05 - $16.47 $1.7K - $1.86K
30K $480K
CB
Chubb LTD

Financial Services
42
+ 5.56%
$257.71 - $301.99 $10.8K - $12.7K
798 $240K
GBAB
Guggenheim Taxable Municipal Bond & Investment Grade Debt Trust

Financial Services
1.22K
+ 5.63%
$15.28 - $15.95 $18.6K - $19.5K
22.9K $356K
SYK
Stryker Corp

Healthcare
39
+ 3.79%
$355.18 - $399.9 $13.9K - $15.6K
1.07K $397K
KMI
Kinder Morgan, Inc.

Energy
510
+ 5.28%
$26.1 - $31.22 $13.3K - $15.9K
10.2K $290K
IIM
Invesco Value Municipal Income Trust

Financial Services
2.05K
+ 9.17%
$11.84 - $12.49 $24.3K - $25.7K
24.5K $292K
LOW
Lowes Companies Inc

Consumer Cyclical
186
+ 12.65%
$222.66 - $268.42 $41.4K - $49.9K
1.66K $386K
MYD
Blackrock Muniyield Fund, Inc.

Financial Services
1.8K
+ 5.95%
$10.44 - $10.89 $18.8K - $19.6K
32.1K $338K
NEA
Nuveen Amt Free Quality Municipal Income Fund

Financial Services
2.22K
+ 10.99%
$11.13 - $11.61 $24.7K - $25.8K
22.4K $251K
NMAI
Nuveen Multi Asset Income Fund

ETFs
1.95K
+ 10.58%
$11.9 - $12.65 $23.2K - $24.7K
20.4K $245K
PG
Procter & Gamble CO

Consumer Defensive
42
+ 0.88%
$158.56 - $176.26 $6.66K - $7.4K
4.79K $816K
EVV
Eaton Vance LTD Duration Income Fund

Financial Services
1.05K
+ 3.12%
$9.83 - $10.34 $10.4K - $10.9K
34.8K $347K
Activity Summary
Buys All Purchases 87 New Holdings 23 Increased Positions 64 Sells All Sells 63 Reductions 63 Sold out 0 Options Calls 1 Puts 1
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