Fortitude Advisory Group L.L.C. Incresed Positions in Q3 2024

Fortitude Advisory Group L.L.C.

  • $157 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
WMT
Walmart Inc.

Consumer Defensive
1.25K
+ 4.49%
$66.91 - $81.4 $83.6K - $102K
29.1K $2.35M
IOT
Samsara Inc.

Technology
1
+ 0.0%
$34.85 - $49.75 $34.9 - $49.8
26K $1.25M
AVGO
Broadcom Inc.

Technology
10.5K
+ 974.61%
$136.27 - $1745.86 $1.43M - $18.4M
11.6K $2M
COST
Costco Wholesale Corp

Consumer Defensive
137
+ 4.34%
$801.83 - $917.05 $110K - $126K
3.3K $2.92M
LLY
Eli Lilly & CO

Healthcare
222
+ 20.42%
$772.14 - $960.02 $171K - $213K
1.31K $1.16M
NBB
Nuveen Taxable Municipal Income Fund

Financial Services
9.13K
+ 43.97%
$15.25 - $17.31 $139K - $158K
29.9K $496K
VTV
Vanguard Value ETF

ETFs
114
+ 1.14%
$159.75 - $174.57 $18.2K - $19.9K
10.1K $1.77M
VO
Vanguard Mid Cap ETF

ETFs
199
+ 5.32%
$237.84 - $263.83 $47.3K - $52.5K
3.94K $1.04M
REAX
Real Brokerage Inc

Real Estate
8.39K
+ 15.04%
$4.3 - $6.66 $36.1K - $55.9K
64.2K $356K
SOUN
Soundhound Ai, Inc.

Technology
21.7K
+ 62.11%
$3.89 - $6.2 $84.4K - $135K
56.6K $263K
AMD
Advanced Micro Devices Inc

Technology
550
+ 13.82%
$128.67 - $183.96 $70.8K - $101K
4.53K $743K
IVV
Ishares Core S&P 500 ETF

ETFs
27
+ 1.02%
$520.18 - $576.82 $14K - $15.6K
2.67K $1.54M
NEE
Nextera Energy Inc

Utilities
473
+ 15.28%
$69.9 - $84.97 $33.1K - $40.2K
3.57K $301K
ETN
Eaton Corp PLC

Industrials
166
+ 14.04%
$272.52 - $333.02 $45.2K - $55.3K
1.35K $446K
ALB
Albemarle Corp

Basic Materials
745
+ 19.27%
$72.85 - $100.09 $54.3K - $74.6K
4.61K $436K
PFE
Pfizer Inc

Healthcare
1.75K
+ 11.15%
$27.7 - $31.39 $48.4K - $54.8K
17.4K $503K
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
154
+ 1.59%
$75.47 - $83.18 $11.6K - $12.8K
9.82K $816K
EVV
Eaton Vance LTD Duration Income Fund

Financial Services
3.95K
+ 13.42%
$9.67 - $10.51 $38.2K - $41.5K
33.4K $350K
GBAB
Guggenheim Taxable Municipal Bond & Investment Grade Debt Trust

Financial Services
1.73K
+ 8.96%
$15.71 - $18.52 $27.2K - $32.1K
21.1K $370K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
362
+ 5.83%
$96.25 - $101.98 $34.8K - $36.9K
6.57K $665K
ISRG
Intuitive Surgical Inc

Healthcare
21
+ 2.02%
$416.14 - $494.01 $8.74K - $10.4K
1.06K $522K
NOW
Service Now, Inc.

Technology
13
+ 3.05%
$730.87 - $937.36 $9.5K - $12.2K
439 $392K
PIM
Putnam Master Intermediate Income Trust

Financial Services
13.5K
+ 38.63%
$3.2 - $3.45 $43.1K - $46.5K
48.4K $163K
XOM
Exxon Mobil Corp

Energy
378
+ 13.61%
$109.72 - $119.0 $41.5K - $45K
3.16K $369K
VTI
Vanguard Total Stock Market Et

ETFs
67
+ 3.34%
$255.18 - $283.2 $17.1K - $19K
2.07K $586K
NZF
Nuveen Municipal Credit Income Fund

Financial Services
803
+ 1.55%
$12.25 - $13.1 $9.84K - $10.5K
52.5K $687K
SCHA
Schwab Strategic Tr Us Small C

ETFs
272
+ 3.18%
$46.9 - $51.96 $12.8K - $14.1K
8.83K $454K
BND
Vanguard Bd Index Fd Inc Total

ETFs
397
+ 6.71%
$71.45 - $75.64 $28.4K - $30K
6.31K $473K
NEP
Nextera Energy Partners, LP

Utilities
1.53K
+ 5.89%
$23.83 - $28.64 $36.6K - $43.9K
27.6K $762K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
7
+ 0.61%
$475.2 - $527.7 $3.33K - $3.69K
1.16K $612K
NXP
Nuveen Select Tax Free Income Portfolio

Financial Services
1.12K
+ 3.75%
$14.34 - $15.17 $16.1K - $17.1K
31.1K $469K
NAD
Nuveen Quality Municipal Income Fund

Financial Services
1.09K
+ 3.43%
$11.72 - $12.38 $12.7K - $13.4K
32.7K $405K
VEA
Vanguard Ftse Developed Market

ETFs
300
+ 5.93%
$47.6 - $53.31 $14.3K - $16K
5.36K $282K
AES
Aes Corp

Utilities
340
+ 3.32%
$16.18 - $20.07 $5.5K - $6.82K
10.6K $212K
MO
Altria Group, Inc.

Consumer Defensive
32
+ 0.61%
$45.95 - $54.71 $1.47K - $1.75K
5.26K $268K
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
547
+ 7.41%
$49.7 - $56.11 $27.2K - $30.7K
7.93K $435K
VIG
Vanguard Dividend Appreciation

ETFs
151
+ 2.76%
$182.15 - $182.15 $27.5K - $27.5K
5.62K $1.02M
MGF
Mfs Government Markets Income Trust

Financial Services
1.52K
+ 1.85%
$3.07 - $3.31 $4.68K - $5.04K
83.9K $277K
SCHG
Schwab Strategic Tr Us Large C

ETFs
3
+ 0.04%
$92.63 - $105.69 $278 - $317
7.62K $793K
ET
Energy Transfer LP

Energy
1.63K
+ 9.64%
$15.43 - $16.44 $25.2K - $26.8K
18.5K $297K
MCR
Mfs Charter Income Trust

Financial Services
769
+ 1.36%
$6.28 - $6.57 $4.83K - $5.05K
57.2K $375K
JPC
Nuveen Preferred & Income Opportunities Fund

Financial Services
923
+ 3.8%
$7.45 - $8.23 $6.88K - $7.6K
25.2K $203K
NMAI
Nuveen Multi Asset Income Fund

ETFs
455
+ 2.7%
$12.3 - $13.48 $5.6K - $6.13K
17.3K $228K
VHT
Vanguard Health Care ETF

ETFs
1
+ 0.11%
$261.88 - $288.1 $262 - $288
887 $250K
NEA
Nuveen Amt Free Quality Municipal Income Fund

Financial Services
432
+ 2.19%
$11.31 - $11.96 $4.89K - $5.17K
20.2K $241K
EMR
Emerson Electric CO

Industrials
172
+ 3.29%
$98.19 - $118.87 $16.9K - $20.4K
5.4K $591K
TTE
Total Energies Se

Energy
32
+ 0.62%
$68.61 - $68.61 $2.2K - $2.2K
5.16K $354K
JFR
Nuveen Floating Rate Income Fund

Financial Services
567
+ 1.4%
$8.36 - $9.0 $4.74K - $5.1K
41K $361K
PGX
Invesco ETF Tr Ii Pfd ETF

ETFs
2
+ 0.01%
$11.52 - $12.52 $23 - $25
13.9K $171K
Activity Summary
Buys All Purchases 76 New Holdings 16 Increased Positions 60 Sells All Sells 74 Reductions 74 Sold out 0 Options Calls 0 Puts 0
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