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
BND
Vanguard Bd Index Fd Inc Total

ETFs
34
+ 0.43%
$71.17 - $73.66 $2.42K - $2.5K
7.93K $581K
PFL
Pimco Income Strategy Fund

Financial Services
821
+ 6.27%
$8.39 - $8.6 $6.89K - $7.06K
13.9K $119K
SCHV
Schwab Strategic Tr Us Large C

ETFs
157
+ 0.65%
$25.77 - $27.6 $4.05K - $4.33K
24.4K $641K
VRT
Vertiv Holdings CO

Industrials
120
+ 3.37%
N/A
3.68K $318K
MIN
Mfs Intermediate Income Trust

Financial Services
746
+ 0.33%
$2.64 - $2.72 $1.97K - $2.03K
228K $612K
XYL
Xylem Inc.

Industrials
20
+ 1.0%
$114.02 - $132.04 $2.28K - $2.64K
2.02K $241K
JPC
Nuveen Preferred & Income Opportunities Fund

Financial Services
341
+ 1.35%
$7.89 - $8.07 $2.69K - $2.75K
25.6K $203K
IMMP
Immutep LTD

Healthcare
5.4K
+ 41.86%
$1.7 - $2.21 $9.18K - $11.9K
18.3K $32K
Digi Pwr X Inc
15K
New
N/A
15K $0
Rbb Fd Inc
85
+ 1.0%
N/A
8.55K $0
Blackrock Income Tr Inc
3.68K
+ 15.06%
N/A
28.1K $0
A2 Z Cust2 Mate Solutions Corp
120K
New
N/A
120K $0
Calamos ETF Tr
16K
New
N/A
16K $0
Calamos ETF Tr
14.5K
New
N/A
14.5K $0
Ftai Aviation LTD
9.41K
New
N/A
9.41K $0
Asp Isotopes Inc
13.6K
New
N/A
13.6K $0
ODFL
Old Dominion Freight Line, Inc.

Industrials
80
+ 5.41%
$161.13 - $209.29 $12.9K - $16.7K
1.56K $257K
PGX
Invesco ETF Tr Ii Pfd ETF

ETFs
2
+ 0.02%
$11.22 - $11.8 $22.4 - $23.6
11.1K $124K
PFFA
Etfis Ser Tr I

ETFs
5
+ 0.05%
$21.21 - $22.3 $106 - $112
10.3K $220K
EFR
Eaton Vance Senior Floating Rate Trust

Financial Services
115
+ 0.62%
$12.24 - $13.31 $1.41K - $1.53K
18.6K $228K
NXP
Nuveen Select Tax Free Income Portfolio

Financial Services
732
+ 2.35%
$14.19 - $15.01 $10.4K - $11K
31.8K $457K
ROK
Rockwell Automation, Inc

Industrials
38
+ 3.51%
$255.29 - $303.75 $9.7K - $11.5K
1.12K $289K
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
18
+ 0.23%
$51.45 - $58.51 $926 - $1.05K
7.96K $412K
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
127
+ 0.43%
$25.58 - $29.24 $3.25K - $3.71K
30K $784K
ETN
Eaton Corp PLC

Industrials
114
+ 8.51%
$271.83 - $371.23 $31K - $42.3K
1.45K $394K
ORCL
Oracle Corp

Technology
608
+ 11.65%
$139.81 - $186.47 $85K - $113K
5.83K $814K
SCHX
Schwab Strategic Tr Us Large C

ETFs
173
+ 0.32%
$21.75 - $24.28 $3.76K - $4.2K
54.1K $1.19M
AMZN
Amazon Com Inc

Consumer Cyclical
3.39K
+ 13.8%
$190.26 - $242.06 $645K - $821K
28K $5.32M
NOW
Service Now, Inc.

Technology
39
+ 8.84%
$783.83 - $1170.39 $30.6K - $45.6K
480 $382K
CRDO
Credo Technology Group Holding LTD

Technology
1.2K
+ 23.19%
$39.45 - $85.5 $47.5K - $103K
6.39K $256K
GOOGL
Alphabet Inc.

Communication Services
947
+ 13.64%
$154.33 - $206.19 $146K - $195K
7.89K $1.22M
HPE
Hewlett Packard Enterprise CO

Technology
67
+ 0.22%
$14.77 - $24.42 $990 - $1.64K
31.2K $480K
PCAR
Paccar Inc

Industrials
244
+ 0.78%
$96.91 - $112.51 $23.6K - $27.5K
31.7K $3.09M
GOOG
Alphabet Inc.

Communication Services
24
+ 0.41%
$156.06 - $207.71 $3.75K - $4.99K
5.86K $915K
TSLA
Tesla, Inc.

Consumer Cyclical
852
+ 19.89%
$222.15 - $428.22 $189K - $365K
5.14K $1.33M
AVGO
Broadcom Inc.

Technology
1.17K
+ 9.94%
$167.43 - $244.7 $197K - $287K
13K $2.17M
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
Track This Portfolio

Track Fortitude Advisory Group L.L.C. Portfolio

Follow Fortitude Advisory Group L.L.C. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Fortitude Advisory Group L.L.C., based on Form 13F filings with the SEC.

News

Stay updated on Fortitude Advisory Group L.L.C. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email