Fortitude Advisory Group L.L.C. Incresed Positions in Q2 2025

Fortitude Advisory Group L.L.C.

  • $167 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
AVGO
Broadcom Inc.

Technology
349
+ 2.69%
$146.29 - $275.65 $51.1K - $96.2K
13.3K $3.67M
AMZN
Amazon Com Inc

Consumer Cyclical
253
+ 0.9%
$167.32 - $223.3 $42.3K - $56.5K
28.2K $6.19M
PCT
Pure Cycle Technologies, Inc.

Industrials
48K
+ 218.18%
$5.57 - $14.12 $267K - $678K
70K $959K
GLNG
Golar Lng LTD

Energy
15.5K
+ 213.31%
$30.7 - $42.63 $476K - $660K
22.8K $937K
MU
Micron Technology Inc

Technology
3.61K
+ 109.29%
$64.72 - $127.91 $234K - $462K
6.92K $852K
ORCL
Oracle Corp

Technology
395
+ 6.78%
$122.82 - $218.63 $48.5K - $86.4K
6.22K $1.36M
VTI
Vanguard Total Stock Market Et

ETFs
986
+ 57.03%
$243.75 - $303.93 $240K - $300K
2.72K $825K
IBM
International Business Machines Corp

Technology
528
+ 14.69%
$221.03 - $294.78 $117K - $156K
4.12K $1.22M
TSLA
Tesla, Inc.

Consumer Cyclical
17
+ 0.33%
$221.86 - $362.89 $3.77K - $6.17K
5.15K $1.64M
IVV
Ishares Core S&P 500 ETF

ETFs
217
+ 8.84%
$498.8 - $620.9 $108K - $135K
2.67K $1.66M
BA
Boeing CO

Industrials
941
+ 49.16%
$136.59 - $217.51 $129K - $205K
2.86K $598K
MS
Morgan Stanley

Financial Services
430
+ 5.47%
$99.83 - $140.86 $42.9K - $60.6K
8.29K $1.17M
DE
Deere & CO

Industrials
350
+ 26.3%
$412.99 - $531.48 $145K - $186K
1.68K $854K
WMT
Walmart Inc.

Consumer Defensive
547
+ 4.05%
$81.79 - $99.98 $44.7K - $54.7K
14.1K $1.37M
SCHX
Schwab Strategic Tr Us Large C

ETFs
1.12K
+ 2.07%
$19.6 - $24.44 $22K - $27.4K
55.3K $1.35M
HPE
Hewlett Packard Enterprise CO

Technology
38
+ 0.12%
$12.51 - $20.45 $475 - $777
31.2K $637K
COST
Costco Wholesale Corp

Consumer Defensive
1
+ 0.03%
$908.13 - $1056.85 $908 - $1.06K
3.51K $3.47M
VONG
Vanguard Russell 1000 Growth E

ETFs
955
+ 30.41%
$82.51 - $109.2 $78.8K - $104K
4.1K $447K
REAX
Real Brokerage Inc

Real Estate
24.4K
+ 29.98%
$3.82 - $4.73 $93.1K - $115K
106K $476K
SCHG
Schwab Strategic Tr Us Large C

ETFs
543
+ 1.78%
$22.27 - $29.21 $12.1K - $15.9K
31K $904K
VTV
Vanguard Value ETF

ETFs
473
+ 4.96%
$153.67 - $176.74 $72.7K - $83.6K
10K $1.77M
GE
General Electric CO

Industrials
74
+ 3.58%
$166.81 - $257.39 $12.3K - $19K
2.14K $551K
GEO
Geo Group Inc

Real Estate
8K
+ 66.67%
$23.11 - $31.67 $185K - $253K
20K $479K
ETN
Eaton Corp PLC

Industrials
7
+ 0.48%
$246.52 - $356.99 $1.73K - $2.5K
1.46K $521K
NOW
Service Now, Inc.

Technology
5
+ 1.04%
$721.65 - $1040.18 $3.61K - $5.2K
485 $498K
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
1.69K
+ 5.65%
$22.92 - $28.05 $38.8K - $47.5K
31.7K $887K
VGT
Vanguard Information Technolog

ETFs
6
+ 0.79%
$470.37 - $663.28 $2.82K - $3.98K
768 $509K
AGNC
Agnc Investment Corp.

Real Estate
14.4K
+ 14.51%
$8.12 - $9.49 $117K - $137K
114K $1.05M
ROK
Rockwell Automation, Inc

Industrials
12
+ 1.07%
$218.97 - $332.17 $2.63K - $3.99K
1.13K $376K
VEA
Vanguard Ftse Developed Market

ETFs
838
+ 17.66%
$45.65 - $57.01 $38.3K - $47.8K
5.58K $318K
CXW
Core Civic, Inc.

Real Estate
3K
+ 21.43%
$19.06 - $23.06 $57.2K - $69.2K
17K $358K
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
VYM
Vanguard Whitehall Fds (Vangua

ETFs
61
+ 1.57%
$114.78 - $133.31 $7K - $8.13K
3.95K $526K
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
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
12
+ 0.15%
$45.88 - $54.4 $551 - $653
7.98K $433K
CRM
Salesforce, Inc.

Technology
60
+ 5.84%
$236.26 - $291.15 $14.2K - $17.5K
1.09K $296K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
93
+ 1.5%
$96.84 - $99.46 $9.01K - $9.25K
6.3K $624K
BND
Vanguard Bd Index Fd Inc Total

ETFs
107
+ 1.35%
$72.02 - $73.82 $7.71K - $7.9K
8.04K $591K
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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