Fortitude Advisory Group L.L.C. Reduced Holdings in Q4 2024

Fortitude Advisory Group L.L.C.

  • $163 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
ZETA
Zeta Global Holdings Corp.

Technology
-7.72K
- 39.67%
$17.37 - $36.74 $134K - $284K
11.7K $211K
IOT
Samsara Inc.

Technology
-5.53K
- 21.29%
$42.67 - $56.35 $236K - $312K
20.4K $893K
MSFT
Microsoft Corp

Technology
-204
- 0.72%
$406.35 - $454.46 $82.9K - $92.7K
28.3K $11.9M
AMD
Advanced Micro Devices Inc

Technology
-980
- 21.64%
$118.88 - $172.8 $117K - $169K
3.55K $428K
QCOM
Qualcomm Inc

Technology
-864
- 18.62%
$150.4 - $178.04 $130K - $154K
3.78K $580K
AMT
American Tower Corp

Real Estate
-407
- 18.01%
$179.4 - $232.01 $73K - $94.4K
1.85K $339K
AMGN
Amgen Inc

Healthcare
-328
- 20.31%
$258.78 - $328.31 $84.9K - $108K
1.29K $335K
UNH
Unitedhealth Group Inc

Healthcare
-97
- 6.02%
$485.52 - $625.25 $47.1K - $60.6K
1.51K $765K
REAX
Real Brokerage Inc

Real Estate
-24.3K
- 37.86%
$4.6 - $6.5 $112K - $158K
39.9K $183K
KO
Coca Cola CO

Consumer Defensive
-1.38K
- 19.46%
$61.74 - $71.71 $85K - $98.7K
5.7K $354K
PG
Procter & Gamble CO

Consumer Defensive
-712
- 13.04%
$161.05 - $179.7 $115K - $128K
4.75K $796K
VZ
Verizon Communications Inc

Communication Services
-2.08K
- 17.61%
$39.6 - $45.21 $82.4K - $94.1K
9.73K $389K
JNJ
Johnson & Johnson

Healthcare
-454
- 12.05%
$143.34 - $165.86 $65.1K - $75.3K
3.31K $479K
USB
Us Bancorp \De\

Financial Services
-2.84K
- 29.99%
$43.98 - $53.66 $125K - $153K
6.64K $317K
UMBF
Umb Financial Corp

Financial Services
-1.25K
- 30.03%
$101.15 - $127.6 $126K - $159K
2.91K $327K
WELL
Welltower Inc.

Real Estate
-818
- 31.08%
$123.11 - $139.3 $101K - $114K
1.81K $228K
AMAT
Applied Materials Inc

Technology
-105
- 4.65%
$161.44 - $213.89 $17K - $22.5K
2.15K $349K
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
-1.75K
- 1.25%
$22.39 - $23.45 $39.2K - $41K
138K $3.16M
MRK
Merck & Co., Inc.

Healthcare
-74
- 1.14%
$96.31 - $114.76 $7.13K - $8.49K
6.41K $637K
XOM
Exxon Mobil Corp

Energy
-539
- 17.08%
$105.51 - $125.37 $56.9K - $67.6K
2.62K $281K
SBUX
Starbucks Corp

Consumer Cyclical
-354
- 4.2%
$87.44 - $102.5 $31K - $36.3K
8.08K $736K
ETY
Eaton Vance Tax Managed Diversified Equity Income Fund

Financial Services
-6.01K
- 36.96%
$14.38 - $15.35 $86.4K - $92.3K
10.3K $153K
PFE
Pfizer Inc

Healthcare
-1.52K
- 8.75%
$24.8 - $30.19 $37.8K - $46K
15.9K $421K
HD
Home Depot, Inc.

Consumer Cyclical
-157
- 13.87%
$385.02 - $431.37 $60.4K - $67.7K
975 $379K
TIP
Ishares Tr Tips Bd ETF

ETFs
-595
- 18.31%
$106.33 - $110.69 $63.3K - $65.9K
2.66K $282K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-141
- 10.11%
$442.29 - $483.08 $62.4K - $68.1K
1.25K $568K
VTI
Vanguard Total Stock Market Et

ETFs
-296
- 14.29%
$280.04 - $302.45 $82.9K - $89.5K
1.78K $514K
LOW
Lowes Companies Inc

Consumer Cyclical
-117
- 7.37%
$244.52 - $284.07 $28.6K - $33.2K
1.47K $362K
NEE
Nextera Energy Inc

Utilities
-257
- 7.2%
$69.77 - $85.43 $17.9K - $22K
3.31K $237K
GIS
General Mills Inc

Consumer Defensive
-48
- 0.8%
$62.78 - $74.62 $3.01K - $3.58K
5.97K $380K
TLT
Ishares Barclays 20+ Year Trea

ETFs
-138
- 3.35%
$87.1 - $98.49 $12K - $13.6K
3.98K $347K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-261
- 3.97%
$96.64 - $101.23 $25.2K - $26.4K
6.31K $611K
VEA
Vanguard Ftse Developed Market

ETFs
-535
- 9.99%
$47.57 - $52.44 $25.4K - $28.1K
4.82K $230K
GE
General Electric CO

Industrials
-11
- 0.51%
$159.95 - $194.23 $1.76K - $2.14K
2.16K $360K
CVX
Chevron Corp

Energy
-260
- 5.81%
$141.15 - $162.53 $36.7K - $42.3K
4.22K $610K
PGX
Invesco ETF Tr Ii Pfd ETF

ETFs
-2.81K
- 20.24%
$11.42 - $12.5 $32.1K - $35.1K
11.1K $127K
TTE
Total Energies Se

Energy
-630
- 12.2%
N/A
4.53K $311K
ADBE
Adobe Inc.

Technology
-7
- 1.43%
$437.39 - $552.96 $3.06K - $3.87K
482 $214K
ABT
Abbott Laboratories

Healthcare
-325
- 12.52%
$111.93 - $119.39 $36.4K - $38.8K
2.27K $256K
MO
Altria Group, Inc.

Consumer Defensive
-728
- 13.84%
$49.06 - $57.74 $35.7K - $42K
4.53K $236K
DE
Deere & CO

Industrials
-97
- 6.63%
$389.45 - $466.0 $37.8K - $45.2K
1.37K $579K
SO
Southern CO

Utilities
-16
- 0.45%
$81.5 - $94.15 $1.3K - $1.51K
3.54K $291K
CFLT
Confluent, Inc.

Technology
-13.8K
- 29.21%
$18.9 - $33.66 $261K - $465K
33.5K $936K
AAPL
Apple Inc.

Technology
-2.35K
- 7.32%
$221.69 - $259.02 $521K - $609K
29.8K $7.45M
RTX
Raytheon Technologies Corp

Industrials
-111
- 5.24%
$114.45 - $127.21 $12.7K - $14.1K
2.01K $232K
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
-56
- 4.68%
$417.69 - $450.94 $23.4K - $25.3K
1.14K $485K
GLD
Spdr Gold Trust

ETFs
-82
- 5.77%
$236.59 - $257.5 $19.4K - $21.1K
1.34K $324K
HYG
Ishares Tr

ETFs
-60
- 1.58%
$78.09 - $80.04 $4.69K - $4.8K
3.75K $294K
SHV
Ishares Tr

ETFs
-39
- 0.91%
$109.92 - $110.57 $4.29K - $4.31K
4.27K $469K
Activity Summary
Buys All Purchases 66 New Holdings 12 Increased Positions 54 Sells All Sells 76 Reductions 76 Sold out 0 Options Calls 0 Puts 0
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