Fortitude Advisory Group L.L.C. Reduced Holdings in Q3 2025

Fortitude Advisory Group L.L.C.

  • $176 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
GLNG
Golar Lng LTD

Energy
-12.8K
- 56.06%
$39.16 - $45.56 $500K - $581K
10K $404K
DE
Deere & CO

Industrials
-641
- 38.13%
$457.26 - $524.37 $293K - $336K
1.04K $475K
AGNC
Agnc Investment Corp.

Real Estate
-45.3K
- 39.78%
$9.2 - $10.37 $417K - $470K
68.6K $672K
LLY
Eli Lilly & CO

Healthcare
-435
- 34.86%
$625.65 - $812.69 $272K - $354K
813 $620K
COST
Costco Wholesale Corp

Consumer Defensive
-130
- 3.7%
$915.95 - $994.57 $119K - $129K
3.38K $3.13M
PULS
Pgim ETF Tr

ETFs
-6.91K
- 8.43%
$49.58 - $49.83 $342K - $344K
75K $3.74M
PCT
Pure Cycle Technologies, Inc.

Industrials
-15K
- 21.43%
$12.21 - $16.92 $183K - $254K
55K $723K
META
Meta Platforms, Inc.

Communication Services
-283
- 9.73%
$695.21 - $791.73 $197K - $224K
2.63K $1.93M
AMZN
Amazon Com Inc

Consumer Cyclical
-880
- 3.12%
$211.65 - $238.24 $186K - $210K
27.4K $6.01M
MS
Morgan Stanley

Financial Services
-2.09K
- 25.26%
$139.09 - $161.16 $291K - $337K
6.19K $984K
ISRG
Intuitive Surgical Inc

Healthcare
-92
- 8.49%
$433.66 - $544.47 $39.9K - $50.1K
992 $443K
V
Visa Inc.

Financial Services
-317
- 12.66%
$332.09 - $358.86 $105K - $114K
2.19K $746K
IBM
International Business Machines Corp

Technology
-283
- 6.86%
$234.77 - $292.47 $66.4K - $82.8K
3.84K $1.08M
SBUX
Starbucks Corp

Consumer Cyclical
-706
- 9.59%
$81.9 - $96.86 $57.8K - $68.4K
6.66K $563K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-207
- 13.01%
$459.11 - $506.91 $95K - $105K
1.38K $695K
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
-165
- 21.48%
$435.72 - $463.74 $71.9K - $76.5K
603 $279K
AMT
American Tower Corp

Real Estate
-21
- 1.11%
$192.32 - $232.35 $4.04K - $4.88K
1.87K $358K
JPM
Jpmorgan Chase & CO

Financial Services
-849
- 10.09%
$282.78 - $316.06 $240K - $268K
7.57K $2.39M
SLB
Schlumberger Limited

Energy
-1.47K
- 12.74%
$32.37 - $37.31 $47.7K - $55K
10.1K $346K
ODFL
Old Dominion Freight Line, Inc.

Industrials
-35
- 2.23%
$138.59 - $171.12 $4.85K - $5.99K
1.53K $215K
DIS
Walt Disney CO

Communication Services
-65
- 2.55%
$112.25 - $124.0 $7.3K - $8.06K
2.49K $284K
PFE
Pfizer Inc

Healthcare
-1.8K
- 13.57%
$23.29 - $25.88 $42K - $46.7K
11.5K $292K
ITA
Ishares Tr

ETFs
-321
- 16.85%
$184.73 - $209.26 $59.3K - $67.2K
1.58K $331K
KO
Coca Cola CO

Consumer Defensive
-50
- 0.94%
$65.67 - $71.67 $3.28K - $3.58K
5.28K $350K
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
-170
- 1.59%
$100.37 - $100.74 $17.1K - $17.1K
10.6K $1.06M
EMR
Emerson Electric CO

Industrials
-38
- 0.95%
$128.6 - $149.63 $4.89K - $5.69K
3.98K $522K
VDC
Vanguard Consumer Staples ETF

ETFs
-15
- 1.15%
$212.64 - $225.25 $3.19K - $3.38K
1.29K $275K
BND
Vanguard Bd Index Fd Inc Total

ETFs
-204
- 2.54%
$72.57 - $74.72 $14.8K - $15.2K
7.83K $582K
ABT
Abbott Laboratories

Healthcare
-25
- 1.21%
$120.51 - $136.62 $3.01K - $3.42K
2.04K $272K
VZ
Verizon Communications Inc

Communication Services
-286
- 3.94%
$40.84 - $45.06 $11.7K - $12.9K
6.97K $306K
MA
Mastercard Inc

Financial Services
-22
- 2.08%
$550.18 - $598.96 $12.1K - $13.2K
1.04K $588K
TTE
Total Energies Se

Energy
-29
- 0.65%
N/A
4.46K $306K
Calamos ETF Tr
-807
- 5.05%
N/A
15.2K $0
Calamos ETF Tr
-787
- 5.44%
N/A
13.7K $0
Ftai Aviation LTD
-1.32K
- 6.11%
N/A
20.3K $0
Ishares Bitcoin Trust ETF
-48
- 1.25%
N/A
3.81K $0
ETN
Eaton Corp PLC

Industrials
-64
- 4.38%
$342.99 - $392.76 $22K - $25.1K
1.4K $522K
DUK
Duke Energy Corp

Utilities
-65
- 3.63%
$116.31 - $125.93 $7.56K - $8.19K
1.72K $213K
LOW
Lowes Companies Inc

Consumer Cyclical
-177
- 10.66%
$215.01 - $273.02 $38.1K - $48.3K
1.48K $372K
SO
Southern CO

Utilities
-56
- 1.65%
$90.83 - $96.0 $5.09K - $5.38K
3.33K $315K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-223
- 6.3%
$108.46 - $120.63 $24.2K - $26.9K
3.32K $394K
NEE
Nextera Energy Inc

Utilities
-141
- 4.59%
$69.77 - $77.54 $9.84K - $10.9K
2.93K $221K
NBB
Nuveen Taxable Municipal Income Fund

Financial Services
-25
- 0.08%
$15.52 - $16.28 $388 - $407
30K $486K
NUV
Nuveen Municipal Value Fund Inc

Financial Services
-120
- 0.28%
$8.46 - $9.02 $1.02K - $1.08K
43.4K $389K
WELL
Welltower Inc.

Real Estate
-175
- 9.89%
$150.71 - $178.14 $26.4K - $31.2K
1.59K $283K
SCHV
Schwab Strategic Tr Us Large C

ETFs
-778
- 3.14%
$27.61 - $29.15 $21.5K - $22.7K
24K $698K
MRK
Merck & Co., Inc.

Healthcare
-13
- 0.39%
$77.6 - $87.37 $1.01K - $1.14K
3.35K $280K
AMD
Advanced Micro Devices Inc

Technology
-155
- 7.06%
$134.8 - $184.42 $20.9K - $28.6K
2.04K $330K
UNH
Unitedhealth Group Inc

Healthcare
-45
- 4.16%
$237.77 - $353.61 $10.7K - $15.9K
1.04K $357K
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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