Fortitude Family Office, LLC New Holdings in Q3 2024

Fortitude Family Office, LLC

  • $253 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
KNX
Knight Swift Transportation Holdings Inc.

Industrials
496K
New
$47.99 - $54.43 $23.8M - $27M
496K $26.8B
Blackrock Inc Com
842
New
N/A
842 $799M
Sila Realty Trust Inc Class A
21.4K
New
N/A
21.4K $541M
DEO
Diageo PLC

Consumer Defensive
3.57K
New
$120.02 - $140.77 $429K - $503K
3.57K $501M
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
3.42K
New
$125.95 - $142.04 $430K - $485K
3.42K $485M
NIE
Virtus Allianz Gi Equity & Convertible Income Fund

Financial Services
16.2K
New
$21.12 - $23.6 $342K - $382K
16.2K $372M
PML
Pimco Municipal Income Fund Ii

Financial Services
29.4K
New
$8.4 - $9.39 $247K - $276K
29.4K $276M
XLU
Utilities Sector Spdr

ETFs
3.21K
New
$67.67 - $80.78 $217K - $259K
3.21K $259M
HDV
Ishares Core High Dividend ETF

ETFs
2.08K
New
$107.62 - $118.76 $224K - $247K
2.08K $245M
NFJ
Virtus Dividend, Interest & Premium Strategy Fund

Financial Services
18.1K
New
$12.0 - $13.08 $217K - $237K
18.1K $236M
IZRL
Ark ETF Tr Israel Innovative T

ETFs
7.38K
New
$18.16 - $21.09 $134K - $156K
7.38K $146M
PYPL
Pay Pal Holdings, Inc.

Financial Services
1.87K
New
$57.22 - $80.08 $107K - $150K
1.87K $146M
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
BYM
Blackrock Municipal Income Quality Trust

Financial Services
10K
New
$11.41 - $12.19 $114K - $122K
10K $120M
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
MUB
Ishares National Muni Bond ETF

ETFs
900
New
$106.13 - $108.7 $95.5K - $97.8K
900 $97.8M
EOI
Eaton Vance Enhanced Equity Income Fund

Financial Services
4.75K
New
$17.76 - $20.23 $84.4K - $96.1K
4.75K $96.1M
AVUS
American Centy ETF Tr Avantis

ETFs
1K
New
$86.27 - $95.15 $86.3K - $95.2K
1K $95.2M
PMF
Pimco Municipal Income Fund

Financial Services
9K
New
$9.07 - $10.32 $81.6K - $92.9K
9K $92.9M
USTB
Victory Portfolios Ii Victorys

ETFs
1.8K
New
$49.79 - $50.91 $89.6K - $91.6K
1.8K $91.5M
DUHP
Dimensional ETF Tr Dimensional

ETFs
2.67K
New
$30.74 - $34.07 $82.2K - $91.1K
2.67K $91.1M
American Healthcare Reit Inc Com Shs
3.13K
New
N/A
3.13K $81.6M
SOXX
Ishares Semiconductor ETF

ETFs
306
New
$199.29 - $265.49 $61K - $81.2K
306 $70.6M
JQUA
J P Morgan ETF Tr U S Quality

ETFs
1.2K
New
$51.29 - $56.57 $61.5K - $67.9K
1.2K $67.9M
Activepassive International Equity ETF
2.1K
New
N/A
2.1K $64.5M
OGE
Oge Energy Corp.

Utilities
1.53K
New
$35.12 - $41.18 $53.7K - $63K
1.53K $62.8M
PHK
Pimco High Income Fund

Financial Services
11.7K
New
$4.76 - $5.0 $55.9K - $58.7K
11.7K $58.7M
Activepassive Core Bond ETF
1.91K
New
N/A
1.91K $57.9M
RYAAY
Ryanair Holdings PLC

Industrials
1.26K
New
$45.17 - $121.45 $56.8K - $153K
1.26K $56.8M
GLD
Spdr Gold Trust

ETFs
215
New
$215.56 - $246.98 $46.3K - $53.1K
215 $52.3M
JNK
Spdr Bloomberg High Yield Bond

ETFs
510
New
$93.65 - $97.81 $47.8K - $49.9K
510 $49.9M
Lam Research Corp Com New
60
New
N/A
60 $49M
MUC
Blackrock Muniholdings California Quality Fund, Inc.

Financial Services
4.19K
New
$11.01 - $11.6 $46.1K - $48.6K
4.19K $48.2M
CHRD
Oasis Petroleum Inc.

Energy
363
New
$128.01 - $176.98 $46.5K - $64.2K
363 $47.3M
SPTS
Spdr Portfolio Short Term Trea

ETFs
1.6K
New
$28.75 - $29.46 $46K - $47.1K
1.6K $47.1M
ANGL
Vaneck ETF Tr Fallen Angel Hig

ETFs
1.54K
New
$28.11 - $29.42 $43.3K - $45.3K
1.54K $45.3M
IGV
Ishares Expanded Tech Software

ETFs
500
New
$77.94 - $89.37 $39K - $44.7K
500 $44.7M
NVG
Nuveen Amt Free Municipal Credit Income Fund

Financial Services
3.32K
New
$12.25 - $13.39 $40.7K - $44.5K
3.32K $44.5M
SSO
Proshares Ultra S&P 500

ETFs
465
New
$73.92 - $90.17 $34.4K - $41.9K
465 $41.9M
Gsk PLC Sponsored Adr
1.02K
New
N/A
1.02K $41.6M
BAX
Baxter International Inc

Healthcare
1K
New
$32.85 - $40.26 $32.9K - $40.3K
1K $38M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
414
New
$83.76 - $91.82 $34.7K - $38K
414 $37.8M
SHYG
Ishares 0 5 Year High Yield CO

ETFs
858
New
$41.95 - $43.42 $36K - $37.3K
858 $37.3M
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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