Fortitude Advisory Group L.L.C. Purchases in Q2 2025

Fortitude Advisory Group L.L.C.

  • $167 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
ISRG
Intuitive Surgical Inc

Healthcare
27
+ 2.55%
$451.58 - $565.94 $12.2K - $15.3K
1.08K $589K
GLD
Spdr Gold Trust

ETFs
75
+ 4.96%
$273.71 - $316.29 $20.5K - $23.7K
1.59K $484K
SCHA
Schwab Strategic Tr Us Small C

ETFs
614
+ 3.43%
$20.42 - $25.3 $12.5K - $15.5K
18.5K $467K
IQI
Invesco Quality Municipal Income Trust

Financial Services
5.27K
+ 51.3%
$9.09 - $9.79 $47.9K - $51.6K
15.6K $145K
SCHV
Schwab Strategic Tr Us Large C

ETFs
383
+ 1.57%
$23.55 - $27.67 $9.02K - $10.6K
24.8K $685K
CAT
Caterpillar Inc

Industrials
10
+ 1.44%
$273.94 - $388.21 $2.74K - $3.88K
703 $272K
VIG
Vanguard Dividend Appreciation

ETFs
245
+ 4.28%
N/A
5.97K $1.09M
RTX
Raytheon Technologies Corp

Industrials
87
+ 4.33%
$113.75 - $148.48 $9.9K - $12.9K
2.09K $305K
V
Visa Inc.

Financial Services
77
+ 3.17%
$308.27 - $373.31 $23.7K - $28.7K
2.5K $888K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
155
+ 4.58%
$90.56 - $109.49 $14K - $17K
3.54K $386K
FBND
Fidelity Merrimack Str Tr Tota

ETFs
631
+ 7.04%
$44.68 - $45.96 $28.2K - $29K
9.59K $438K
NEA
Nuveen Amt Free Quality Municipal Income Fund

Financial Services
3.3K
+ 14.73%
$10.29 - $11.24 $34K - $37.1K
25.7K $280K
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
425
+ 7.73%
$50.1 - $51.02 $21.3K - $21.7K
5.93K $302K
CRM
Salesforce, Inc.

Technology
60
+ 5.84%
$236.26 - $291.15 $14.2K - $17.5K
1.09K $296K
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
12
+ 0.15%
$45.88 - $54.4 $551 - $653
7.98K $433K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
93
+ 1.5%
$96.84 - $99.46 $9.01K - $9.25K
6.3K $624K
KMI
Kinder Morgan, Inc.

Energy
51
+ 0.5%
$25.21 - $29.4 $1.29K - $1.5K
10.2K $300K
BND
Vanguard Bd Index Fd Inc Total

ETFs
107
+ 1.35%
$72.02 - $73.82 $7.71K - $7.9K
8.04K $591K
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
90
+ 0.85%
$100.35 - $100.71 $9.03K - $9.06K
10.7K $1.08M
HD
Home Depot, Inc.

Consumer Cyclical
24
+ 3.24%
$335.24 - $380.78 $8.05K - $9.14K
764 $280K
NAD
Nuveen Quality Municipal Income Fund

Financial Services
1.24K
+ 3.77%
$10.78 - $11.57 $13.3K - $14.3K
34K $383K
SLB
Schlumberger Limited

Energy
2.28K
+ 24.59%
$31.95 - $42.2 $72.9K - $96.3K
11.6K $390K
Ftai Aviation LTD
12.3K
+ 130.38%
N/A
21.7K $0
Ishares Bitcoin Trust ETF
3.86K
New
N/A
3.86K $0
Metagenomi Inc
1.7K
+ 4.62%
N/A
38.5K $0
Primo Brands Corporation
10K
New
N/A
10K $0
Ge Vernova Inc
127
+ 16.2%
N/A
911 $0
Rbb Fd Inc
37
+ 0.43%
N/A
8.59K $0
A2 Z Cust2 Mate Solutions Corp
182K
+ 151.4%
N/A
302K $0
Amplify ETF Tr
2.32K
New
N/A
2.32K $0
PGX
Invesco ETF Tr Ii Pfd ETF

ETFs
2
+ 0.02%
$10.78 - $11.28 $21.6 - $22.6
11.1K $123K
CB
Chubb LTD

Financial Services
26
+ 3.26%
$274.32 - $302.46 $7.13K - $7.86K
824 $238K
ODFL
Old Dominion Freight Line, Inc.

Industrials
8
+ 0.51%
$146.74 - $176.07 $1.17K - $1.41K
1.57K $254K
KO
Coca Cola CO

Consumer Defensive
8
+ 0.15%
$68.37 - $73.9 $547 - $591
5.33K $377K
ET
Energy Transfer LP

Energy
228
+ 1.12%
$15.65 - $18.93 $3.57K - $4.32K
20.5K $371K
MO
Altria Group, Inc.

Consumer Defensive
29
+ 0.59%
$55.56 - $60.91 $1.61K - $1.77K
4.92K $288K
LOW
Lowes Companies Inc

Consumer Cyclical
5
+ 0.3%
$210.83 - $235.28 $1.05K - $1.18K
1.66K $368K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
96
+ 6.42%
$483.48 - $539.8 $46.4K - $51.8K
1.59K $772K
TMO
Thermo Fisher Scientific Inc.

Healthcare
142
+ 15.5%
$390.26 - $489.06 $55.4K - $69.4K
1.06K $428K
XOM
Exxon Mobil Corp

Energy
1
+ 0.04%
$99.93 - $119.04 $99.9 - $119
2.56K $276K
SBUX
Starbucks Corp

Consumer Cyclical
153
+ 2.12%
$79.69 - $99.41 $12.2K - $15.2K
7.36K $674K
AMGN
Amgen Inc

Healthcare
2
+ 0.16%
$262.28 - $309.85 $525 - $620
1.23K $343K
JNJ
Johnson & Johnson

Healthcare
7
+ 0.22%
$146.36 - $159.82 $1.02K - $1.12K
3.19K $486K
PG
Procter & Gamble CO

Consumer Defensive
35
+ 0.73%
$157.66 - $172.39 $5.52K - $6.03K
4.83K $768K
EPD
Enterprise Products Partners L.P.

Energy
21
+ 0.12%
$28.95 - $34.22 $608 - $719
17.3K $535K
UNH
Unitedhealth Group Inc

Healthcare
30
+ 2.85%
$274.35 - $599.47 $8.23K - $18K
1.08K $337K
Activity Summary
Buys All Purchases 97 New Holdings 21 Increased Positions 76 Sells All Sells 53 Reductions 53 Sold out 0 Options Calls 0 Puts 0
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