Fortitude Advisory Group L.L.C. has filed its 13F form on April 17, 2025 for Q1 2025 where it was disclosed a total value porftolio of $147 Million distributed in 205 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Nvidia Corp with a value of $15.1M, Microsoft Corp with a value of $10.3M, Apple Inc. with a value of $6.58M, Spdr S&P 500 ETF Trust with a value of $5.84M, and Amazon Com Inc with a value of $5.32M.

Examining the 13F form we can see an decrease of $16.4M in the current position value, from $163M to 147M.

Fortitude Advisory Group L.L.C. is based out at Gig Harbor, WA

Below you can find more details about Fortitude Advisory Group L.L.C. portfolio as well as his latest detailed transactions.

Portfolio value $147 Million
Technology: $44 Million
ETFs: $37 Million
Financial Services: $22.8 Million
Industrials: $8.98 Million
Consumer Cyclical: $8.76 Million
Consumer Defensive: $6.5 Million
Healthcare: $6.02 Million
Communication Services: $5.02 Million
Other: $7.09 Million

Stock Holdings Table Market Cap. of $10 Billions to $200 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 205
  • Current Value $147 Million
  • Prior Value $163 Million
  • Filing
  • Period Q1 2025
  • Filing Date April 17, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 23 stocks
  • Additional Purchases 64 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 63 stocks
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