Fortitude Family Office, LLC Purchases in Q3 2024

Fortitude Family Office, LLC

  • $253 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
HDV
Ishares Core High Dividend ETF

ETFs
2.08K
New
$107.62 - $118.76 $224K - $247K
2.08K $245M
AMGN
Amgen Inc

Healthcare
697
+ 35.8%
$309.38 - $337.38 $216K - $235K
2.64K $852M
MRK
Merck & Co., Inc.

Healthcare
2.27K
+ 148.82%
$111.15 - $128.97 $252K - $293K
3.8K $431M
NFJ
Virtus Dividend, Interest & Premium Strategy Fund

Financial Services
18.1K
New
$12.0 - $13.08 $217K - $237K
18.1K $236M
SBUX
Starbucks Corp

Consumer Cyclical
2.35K
+ 794.92%
$72.51 - $98.6 $170K - $231K
2.64K $257M
BMY
Bristol Myers Squibb CO

Healthcare
3.03K
+ 46.31%
$39.66 - $51.75 $120K - $157K
9.58K $496M
META
Meta Platforms, Inc.

Communication Services
302
+ 41.09%
$453.41 - $572.44 $137K - $173K
1.04K $594M
EIM
Eaton Vance Municipal Bond Fund

Financial Services
20.5K
+ 513.25%
$10.21 - $10.93 $210K - $224K
24.5K $264M
PM
Philip Morris International Inc.

Consumer Defensive
1.74K
+ 546.23%
$101.25 - $127.45 $176K - $221K
2.06K $249M
CSCO
Cisco Systems, Inc.

Technology
3.58K
+ 81.16%
$44.74 - $53.22 $160K - $190K
7.99K $425M
DUK
Duke Energy Corp

Utilities
1.38K
+ 475.52%
$99.35 - $117.71 $137K - $162K
1.67K $192M
BAC
Bank Of America Corp

Financial Services
4.16K
+ 21.28%
$36.65 - $44.13 $152K - $183K
23.7K $940M
KO
Coca Cola CO

Consumer Defensive
2.1K
+ 235.76%
$62.69 - $73.01 $132K - $154K
3K $215M
ANET
Arista Networks, Inc.

Technology
400
+ 303.03%
$311.42 - $388.21 $125K - $155K
532 $204M
PMX
Pimco Municipal Income Fund Iii

Financial Services
18.9K
New
$7.63 - $8.33 $144K - $158K
18.9K $156M
D
Dominion Energy, Inc

Utilities
2.63K
+ 2366.67%
$48.01 - $58.53 $126K - $154K
2.74K $158M
IZRL
Ark ETF Tr Israel Innovative T

ETFs
7.38K
New
$18.16 - $21.09 $134K - $156K
7.38K $146M
INTC
Intel Corp

Technology
7.8K
+ 158.04%
$18.9 - $34.87 $147K - $272K
12.7K $299M
PYPL
Pay Pal Holdings, Inc.

Financial Services
1.87K
New
$57.22 - $80.08 $107K - $150K
1.87K $146M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
241
+ 36.52%
$475.2 - $527.7 $115K - $127K
901 $475M
AEP
American Electric Power CO Inc

Utilities
1.41K
+ 3800.0%
$87.11 - $104.95 $122K - $148K
1.44K $148M
O
Realty Income Corp

Real Estate
2.22K
+ 1542.36%
$52.36 - $63.42 $116K - $141K
2.37K $150M
PMO
Putnam Municipal Opportunities Trust

Financial Services
12.3K
New
$10.15 - $10.9 $125K - $134K
12.3K $134M
Activepassive U.S. Equity ETF
3.79K
New
N/A
3.79K $134M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
1.58K
New
$77.02 - $85.06 $121K - $134K
1.58K $133M
SLYG
Spdr S&P 600 Small Cap Growth

ETFs
1.4K
New
$85.03 - $94.56 $119K - $132K
1.4K $130M
WDC
Western Digital Corp

Technology
1.9K
+ 1637.93%
$56.25 - $80.24 $107K - $152K
2.02K $138M
CEG
Constellation Energy Corp

Utilities
434
+ 192.04%
$167.08 - $262.86 $72.5K - $114K
660 $172M
KMB
Kimberly Clark Corp

Consumer Defensive
870
+ 267.69%
$135.05 - $148.35 $117K - $129K
1.2K $170M
LMT
Lockheed Martin Corp

Industrials
20
+ 2.11%
$460.3 - $584.56 $9.21K - $11.7K
968 $566M
PFE
Pfizer Inc

Healthcare
3.91K
+ 39.74%
$27.7 - $31.39 $108K - $123K
13.8K $398M
AVGO
Broadcom Inc.

Technology
3.45K
+ 1045.45%
$136.27 - $1745.86 $470K - $6.02M
3.78K $652M
BYM
Blackrock Municipal Income Quality Trust

Financial Services
10K
New
$11.41 - $12.19 $114K - $122K
10K $120M
HON
Honeywell International Inc

Industrials
615
+ 54.47%
$196.73 - $220.21 $121K - $135K
1.74K $361M
TGT
Target Corp

Consumer Defensive
726
+ 110.0%
$133.47 - $159.25 $96.9K - $116K
1.39K $216M
PEP
Pepsico Inc

Consumer Defensive
677
+ 197.38%
$161.9 - $179.3 $110K - $121K
1.02K $173M
SAP
Sap Se

Technology
501
+ 982.35%
$197.21 - $231.0 $98.8K - $116K
552 $126M
MO
Altria Group, Inc.

Consumer Defensive
1.74K
+ 37.14%
$45.95 - $54.71 $79.9K - $95.1K
6.42K $328M
UNH
Unitedhealth Group Inc

Healthcare
155
+ 50.99%
$488.01 - $604.18 $75.6K - $93.6K
459 $268M
TMO
Thermo Fisher Scientific Inc.

Healthcare
35
+ 2.51%
$531.86 - $624.21 $18.6K - $21.8K
1.43K $883M
SHY
Ishares Barclays 1 3 Year Trea

ETFs
1.35K
New
$81.31 - $83.29 $110K - $112K
1.35K $112M
RSP
Invesco S&P 500 Equal Weight E

ETFs
614
New
$162.83 - $179.16 $100K - $110K
614 $110M
BABA
Alibaba Group Holding LTD

Consumer Cyclical
1.01K
New
$72.18 - $107.33 $72.5K - $108K
1.01K $107M
VGIT
Vanguard Intermediate Term Tre

ETFs
1.7K
New
$57.8 - $60.8 $98.3K - $103K
1.7K $103M
ULCC
Frontier Group Holdings, Inc.

Industrials
19K
+ 1096.71%
$2.84 - $5.36 $53.9K - $102K
20.7K $111M
MDLZ
Mondelez International, Inc.

Consumer Defensive
1.33K
+ 416.88%
$64.35 - $75.71 $85.8K - $101K
1.65K $122M
PNW
Pinnacle West Capital Corp

Utilities
1.1K
+ 887.1%
$75.52 - $91.31 $83.1K - $100K
1.22K $108M
MUB
Ishares National Muni Bond ETF

ETFs
900
New
$106.13 - $108.7 $95.5K - $97.8K
900 $97.8M
NEE
Nextera Energy Inc

Utilities
339
+ 6.87%
$69.9 - $84.97 $23.7K - $28.8K
5.27K $446M
Activity Summary
Buys All Purchases 682 New Holdings 345 Increased Positions 337 Sells All Sells 71 Reductions 70 Sold out 1 Options Calls 0 Puts 0
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