Fortitude Family Office, LLC Sells in Q4 2025

Fortitude Family Office, LLC

  • $430 Billion
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
USFR
Wisdomtree Floating Rate Treas

ETFs
-262K
- 99.96%
$50.24 - $50.4 $13.2M - $13.2M
113 $5.69M
UTI
Universal Technical Institute Inc

Consumer Defensive
-285
- 0.2%
$27.88 - $34.49 $7.95K - $9.83K
141K $3.68B
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-1.28K
- 6.15%
$600.51 - $631.95 $770K - $810K
19.6K $12.3B
IWF
Ishares Russell 1000 Gr ETF

ETFs
-1.04K
- 51.7%
$459.47 - $491.71 $476K - $509K
968 $458M
IYW
Ishares Dj Us Tech ETF

ETFs
-3.06K
- 8.64%
$192.8 - $211.27 $589K - $645K
32.3K $6.45B
HD
Home Depot, Inc.

Consumer Cyclical
-4
- 0.08%
$358.03 - $397.02 $1.43K - $1.59K
4.93K $1.7B
TIP
Ishares Tr Tips Bd ETF

ETFs
-2K
- 6.51%
$110.58 - $112.2 $222K - $225K
28.8K $3.16B
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-3.78K
- 4.67%
$52.54 - $55.77 $198K - $211K
77.1K $4.14B
DHI
Horton D R Inc

Consumer Cyclical
-1
- 0.01%
$142.43 - $174.95 $142 - $175
8.27K $1.19B
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
-2.93K
- 7.72%
$50.57 - $50.77 $148K - $149K
35K $1.77B
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-3.28K
- 3.11%
$63.25 - $66.24 $207K - $217K
102K $6.75B
AVUS
American Centy ETF Tr Avantis

ETFs
-1.28K
- 56.04%
$105.96 - $111.17 $135K - $142K
1K $112M
NFG
National Fuel Gas CO

Energy
-1.09K
- 91.3%
$77.99 - $92.46 $85.1K - $101K
104 $8.33M
JQUA
J P Morgan ETF Tr U S Quality

ETFs
-1.35K
- 77.37%
$61.42 - $63.67 $83.2K - $86.2K
396 $25M
FNDC
Schwab Fundamental Intl Small

ETFs
-1.8K
- 8.93%
$43.41 - $45.12 $78.2K - $81.3K
18.4K $818M
PG
Procter & Gamble CO

Consumer Defensive
-442
- 28.68%
$145.5 - $153.18 $64.3K - $67.7K
1.1K $157M
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-1.59K
- 4.37%
$45.45 - $48.31 $72.4K - $77K
34.9K $1.63B
CAT
Caterpillar Inc

Industrials
-216
- 35.94%
$480.82 - $585.49 $104K - $126K
385 $221M
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
-1.92K
- 4.06%
$44.53 - $47.25 $85.5K - $90.8K
45.4K $2.13B
MDLZ
Mondelez International, Inc.

Consumer Defensive
-869
- 51.94%
$55.57 - $63.17 $48.3K - $54.9K
804 $43.3M
MO
Altria Group, Inc.

Consumer Defensive
-420
- 9.61%
$56.38 - $66.65 $23.7K - $28K
3.95K $228M
IRM
Iron Mountain Inc

Real Estate
-6
- 0.19%
$91.37 - $106.46 $548 - $639
3.11K $258M
APP
App Lovin Corp

Technology
-79
- 56.43%
$552.64 - $704.09 $43.7K - $55.6K
61 $41.1M
DUHP
Dimensional ETF Tr Dimensional

ETFs
-1.57K
- 44.02%
$37.18 - $38.47 $58.5K - $60.5K
2K $76.1M
PFE
Pfizer Inc

Healthcare
-1.99K
- 21.08%
$24.23 - $27.37 $48.3K - $54.5K
7.46K $186M
HON
Honeywell International Inc

Industrials
-168
- 11.81%
$194.07 - $220.67 $32.6K - $37.1K
1.25K $245M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
-1.59K
- 4.05%
$76.84 - $80.86 $122K - $128K
37.6K $3.02B
AVUV
American Centy ETF Tr Avantis

ETFs
-1.05K
- 4.69%
$95.19 - $100.66 $99.8K - $105K
21.3K $2.17B
VZ
Verizon Communications Inc

Communication Services
-784
- 18.61%
$38.4 - $43.83 $30.1K - $34.4K
3.43K $140M
XOM
Exxon Mobil Corp

Energy
-651
- 14.62%
$110.64 - $119.78 $72K - $78K
3.8K $457M
ABT
Abbott Laboratories

Healthcare
-110
- 3.44%
$123.62 - $134.59 $13.6K - $14.8K
3.09K $387M
VIG
Vanguard Dividend Appreciation

ETFs
-192
- 50.79%
N/A
186 $40.9M
Globalstar Inc Com New
-1.01K
- 99.12%
N/A
9 $549K
SPGI
S&P Global Inc.

Financial Services
-77
- 60.63%
$472.05 - $502.96 $36.3K - $38.7K
50 $26.1M
ADP
Automatic Data Processing Inc

Industrials
-77
- 18.83%
$250.9 - $292.94 $19.3K - $22.6K
332 $85.4M
AVGO
Broadcom Inc.

Technology
-292
- 7.07%
$324.63 - $385.98 $94.8K - $113K
3.84K $1.33B
PRFZ
Invesco Ftse Rafi Us 1500 Smal

ETFs
-771
- 19.85%
$43.97 - $46.55 $33.9K - $35.9K
3.11K $143M
CMCSA
Comcast Corp

Communication Services
-998
- 69.55%
$26.98 - $31.09 $26.9K - $31K
437 $13.1M
QCOM
Qualcomm Inc

Technology
-219
- 18.75%
$153.59 - $187.68 $33.6K - $41.1K
949 $162M
BA
Boeing CO

Industrials
-155
- 8.98%
$191.81 - $225.32 $29.7K - $34.9K
1.57K $341M
LQDA
Liquidia Corp

Healthcare
-1.59K
- 79.93%
$21.9 - $28.58 $34.7K - $45.3K
398 $13.7M
FISV
Fiserv Inc

Technology
-237
- 95.18%
N/A
12 $806K
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
-135
- 53.36%
$176.58 - $207.02 $23.8K - $27.9K
118 $21.9M
TXN
Texas Instruments Inc

Technology
-138
- 35.75%
N/A
248 $43M
ESGU
Ishares Trust Ishares Esg Awar

ETFs
-194
- 43.99%
$142.82 - $150.36 $27.7K - $29.2K
247 $36.8M
PNW
Pinnacle West Capital Corp

Utilities
-289
- 17.65%
$87.64 - $93.71 $25.3K - $27.1K
1.35K $120M
IAU
Ishares Gold Trust

ETFs
-964
- 15.38%
$72.65 - $82.5 $70K - $79.5K
5.3K $430M
ABBV
Abb Vie Inc.

Healthcare
-36
- 0.65%
$211.96 - $244.38 $7.63K - $8.8K
5.51K $1.26B
MTUM
Ishares Msci Usa Momentum Fact

ETFs
-94
- 77.05%
$245.79 - $258.02 $23.1K - $24.3K
28 $7.01M
Activity Summary
Buys All Purchases 721 New Holdings 201 Increased Positions 520 Sells All Sells 755 Reductions 755 Sold out 0 Options Calls 0 Puts 0
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