Fortitude Advisory Group L.L.C. Incresed Positions in Q3 2025

Fortitude Advisory Group L.L.C.

  • $176 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
AVGO
Broadcom Inc.

Technology
1.02K
+ 7.63%
$264.74 - $369.57 $269K - $376K
14.3K $4.73M
SKE
Skeena Resources LTD

Basic Materials
42.4K
+ 347.83%
$13.98 - $18.77 $593K - $796K
54.6K $1.01M
MU
Micron Technology Inc

Technology
2.65K
+ 38.35%
$104.88 - $168.89 $278K - $448K
9.57K $1.6M
MSFT
Microsoft Corp

Technology
171
+ 0.63%
$491.09 - $535.64 $84K - $91.6K
27.4K $14.2M
ORCL
Oracle Corp

Technology
129
+ 2.07%
$218.96 - $328.33 $28.2K - $42.4K
6.35K $1.79M
PWR
Quanta Services, Inc.

Industrials
900
+ 84.91%
$372.29 - $421.68 $335K - $380K
1.96K $812K
XNTK
Spdr Series Trust Spdr Nyse Te

ETFs
1.2K
+ 68.89%
$231.32 - $272.35 $278K - $327K
2.94K $800K
AMKR
Amkor Technology, Inc.

Technology
7.16K
+ 57.6%
$21.14 - $29.58 $151K - $212K
19.6K $556K
IEF
Ishares Barclays

ETFs
2.25K
+ 9.39%
$93.91 - $97.26 $211K - $219K
26.2K $2.53M
TJX
Tjx Companies Inc

Consumer Cyclical
1.08K
+ 35.89%
$121.35 - $144.54 $131K - $156K
4.07K $588K
VB
Vanguard Small Cap ETF

ETFs
537
+ 43.73%
$237.58 - $259.17 $128K - $139K
1.77K $448K
CAT
Caterpillar Inc

Industrials
173
+ 24.61%
$390.92 - $477.15 $67.6K - $82.5K
876 $417K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
189
+ 13.78%
$224.68 - $282.71 $42.5K - $53.4K
1.56K $435K
GE
General Electric CO

Industrials
90
+ 4.2%
$244.75 - $305.63 $22K - $27.5K
2.23K $671K
GLD
Spdr Gold Trust

ETFs
100
+ 6.3%
$300.96 - $355.47 $30.1K - $35.5K
1.69K $600K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
107
+ 9.39%
$567.77 - $614.76 $60.8K - $65.8K
1.25K $763K
JNJ
Johnson & Johnson

Healthcare
48
+ 1.51%
$155.17 - $185.42 $7.45K - $8.9K
3.23K $599K
VONG
Vanguard Russell 1000 Growth E

ETFs
443
+ 10.82%
$108.08 - $121.73 $47.9K - $53.9K
4.54K $546K
TMO
Thermo Fisher Scientific Inc.

Healthcare
23
+ 2.17%
$404.94 - $499.99 $9.31K - $11.5K
1.08K $524K
BA
Boeing CO

Industrials
345
+ 12.08%
$209.79 - $237.38 $72.4K - $81.9K
3.2K $690K
HD
Home Depot, Inc.

Consumer Cyclical
155
+ 20.29%
$357.4 - $423.42 $55.4K - $65.6K
919 $372K
VO
Vanguard Mid Cap ETF

ETFs
118
+ 3.08%
$279.83 - $293.74 $33K - $34.7K
3.95K $1.16M
WMT
Walmart Inc.

Consumer Defensive
117
+ 0.83%
$94.4 - $104.27 $11K - $12.2K
14.2K $1.46M
ASX
Ase Technology Holding Co., Ltd.

Technology
5.28K
+ 21.14%
$9.5 - $11.71 $50.2K - $61.9K
30.3K $335K
QCOM
Qualcomm Inc

Technology
308
+ 8.86%
$145.84 - $173.55 $44.9K - $53.5K
3.78K $629K
BAC
Bank Of America Corp

Financial Services
221
+ 1.49%
$44.92 - $52.42 $9.93K - $11.6K
15.1K $777K
MO
Altria Group, Inc.

Consumer Defensive
545
+ 11.07%
$57.75 - $67.68 $31.5K - $36.9K
5.47K $361K
MRVL
Marvell Technology, Inc.

Technology
385
+ 6.49%
$62.31 - $84.07 $24K - $32.4K
6.31K $530K
CVX
Chevron Corp

Energy
79
+ 1.78%
$145.57 - $161.83 $11.5K - $12.8K
4.51K $700K
MMU
Western Asset Managed Municipals Fund Inc.

Financial Services
5.06K
+ 18.96%
$9.82 - $10.43 $49.7K - $52.8K
31.8K $328K
IQI
Invesco Quality Municipal Income Trust

Financial Services
5.31K
+ 34.12%
$9.06 - $10.0 $48.1K - $53.1K
20.9K $205K
RTX
Raytheon Technologies Corp

Industrials
85
+ 4.06%
$144.19 - $167.33 $12.3K - $14.2K
2.18K $364K
IIM
Invesco Value Municipal Income Trust

Financial Services
2.14K
+ 8.77%
$11.23 - $12.55 $24.1K - $26.9K
26.6K $333K
VIG
Vanguard Dividend Appreciation

ETFs
263
+ 4.4%
N/A
6.24K $1.14M
ROK
Rockwell Automation, Inc

Industrials
78
+ 6.89%
$328.67 - $358.52 $25.6K - $28K
1.21K $422K
KIO
Kkr Income Opportunities Fund

Financial Services
3.57K
+ 28.52%
$12.34 - $12.82 $44K - $45.7K
16.1K $203K
LMT
Lockheed Martin Corp

Industrials
37
+ 5.38%
$410.74 - $499.21 $15.2K - $18.5K
725 $361K
NZF
Nuveen Municipal Credit Income Fund

Financial Services
281
+ 0.54%
$11.55 - $12.56 $3.25K - $3.53K
52.7K $662K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
296
+ 4.7%
$97.75 - $100.75 $28.9K - $29.8K
6.59K $660K
XOM
Exxon Mobil Corp

Energy
178
+ 6.95%
$105.83 - $117.22 $18.8K - $20.9K
2.74K $308K
SPMO
Invesco ETF Tr Ii S&P 500 Mome

ETFs
109
+ 5.91%
$110.74 - $122.12 $12.1K - $13.3K
1.95K $236K
NEA
Nuveen Amt Free Quality Municipal Income Fund

Financial Services
1.37K
+ 5.33%
$10.62 - $11.43 $14.6K - $15.7K
27.1K $308K
IMMP
Immutep LTD

Healthcare
14.4K
+ 119.01%
$1.61 - $1.8 $23.2K - $25.9K
26.5K $47K
MYD
Blackrock Muniyield Fund, Inc.

Financial Services
1.1K
+ 3.42%
$9.82 - $10.65 $10.8K - $11.7K
33.2K $350K
VEA
Vanguard Ftse Developed Market

ETFs
155
+ 2.78%
$56.02 - $60.3 $8.68K - $9.35K
5.74K $343K
AMGN
Amgen Inc

Healthcare
63
+ 5.12%
$271.18 - $309.22 $17.1K - $19.5K
1.29K $364K
FIP
Ftai Infrastructure LLC
15K
+ 60.0%
$4.0 - $7.18 $60K - $108K
40K $174K
PANW
Palo Alto Networks Inc

Technology
99
+ 8.27%
$167.06 - $208.19 $16.5K - $20.6K
1.3K $263K
AEP
American Electric Power CO Inc

Utilities
2
+ 0.1%
$103.26 - $115.0 $207 - $230
2.06K $231K
Activity Summary
Buys All Purchases 85 New Holdings 15 Increased Positions 70 Sells All Sells 73 Reductions 73 Sold out 0 Options Calls 0 Puts 0
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