Fortitude Advisory Group L.L.C. Incresed Positions in Q1 2025

Fortitude Advisory Group L.L.C.

  • $147 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
PULS
Pgim ETF Tr

ETFs
7.9K
+ 10.17%
$49.56 - $49.78 $391K - $393K
85.6K $4.25M
COST
Costco Wholesale Corp

Consumer Defensive
217
+ 6.59%
$890.62 - $1076.86 $193K - $234K
3.51K $3.32M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
241
+ 19.22%
$442.66 - $534.52 $107K - $129K
1.5K $796K
ABBV
Abb Vie Inc.

Healthcare
109
+ 2.13%
$169.2 - $216.66 $18.4K - $23.6K
5.22K $1.09M
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
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
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
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
MYD
Blackrock Muniyield Fund, Inc.

Financial Services
1.8K
+ 5.95%
$10.44 - $10.89 $18.8K - $19.6K
32.1K $338K
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
BND
Vanguard Bd Index Fd Inc Total

ETFs
34
+ 0.43%
$71.17 - $73.66 $2.42K - $2.5K
7.93K $581K
VRT
Vertiv Holdings CO

Industrials
120
+ 3.37%
N/A
3.68K $318K
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
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
IMMP
Immutep LTD

Healthcare
5.4K
+ 41.86%
$1.7 - $2.21 $9.18K - $11.9K
18.3K $32K
JPC
Nuveen Preferred & Income Opportunities Fund

Financial Services
341
+ 1.35%
$7.89 - $8.07 $2.69K - $2.75K
25.6K $203K
Rbb Fd Inc
85
+ 1.0%
N/A
8.55K $0
Blackrock Income Tr Inc
3.68K
+ 15.06%
N/A
28.1K $0
Linde PLC
6
+ 0.72%
N/A
843 $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
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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