Fortitude Family Office, LLC Sells in Q3 2025

Fortitude Family Office, LLC

  • $372 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
-1.17K
- 40.13%
$435.72 - $463.74 $510K - $543K
1.75K $810M
AVB
Avalonbay Communities Inc

Real Estate
-981
- 96.46%
$182.72 - $204.51 $179K - $201K
36 $6.95M
EQR
Equity Residential

Real Estate
-2.8K
- 99.08%
$62.3 - $68.34 $174K - $191K
26 $1.68M
V
Visa Inc.

Financial Services
-402
- 12.51%
$332.09 - $358.86 $134K - $144K
2.81K $960M
COST
Costco Wholesale Corp

Consumer Defensive
-22
- 1.02%
$915.95 - $994.57 $20.2K - $21.9K
2.14K $1.98B
MAA
Mid America Apartment Communities Inc.

Real Estate
-1.05K
- 97.59%
$138.38 - $153.2 $146K - $161K
26 $3.63M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
-2.16K
- 5.38%
$50.47 - $50.74 $109K - $109K
37.9K $1.92B
SUI
Sun Communities Inc

Real Estate
-830
- 95.4%
$116.6 - $131.28 $96.8K - $109K
40 $5.16M
ELV
Elevance Health, Inc.

Healthcare
-238
- 77.02%
$274.66 - $395.76 $65.4K - $94.2K
71 $22.9M
KKR
Kkr & Co. Inc.

Financial Services
-4
- 0.02%
$129.95 - $152.16 $520 - $609
25.6K $3.32B
SCHD
Schwab Strategic Tr Us Dividen

ETFs
-2.57K
- 70.95%
$26.38 - $27.95 $67.7K - $71.7K
1.05K $28.7M
ISRG
Intuitive Surgical Inc

Healthcare
-9
- 1.38%
$433.66 - $544.47 $3.9K - $4.9K
642 $287M
MCD
Mcdonalds Corp

Consumer Cyclical
-270
- 14.71%
$291.67 - $316.99 $78.8K - $85.6K
1.57K $476M
NRG
Nrg Energy, Inc.

Utilities
-368
- 65.48%
$144.77 - $173.91 $53.3K - $64K
194 $31.4M
LLY
Eli Lilly & CO

Healthcare
-9
- 0.29%
$625.65 - $812.69 $5.63K - $7.31K
3.09K $2.36B
UPS
United Parcel Service Inc

Industrials
-113
- 4.26%
$82.58 - $105.54 $9.33K - $11.9K
2.54K $212M
VZ
Verizon Communications Inc

Communication Services
-1.31K
- 23.66%
$40.84 - $45.06 $53.3K - $58.8K
4.21K $185M
BDJ
Black Rock Enhanced Equity Dividend Trust

Financial Services
-5.8K
- 76.13%
$8.7 - $9.11 $50.5K - $52.8K
1.82K $16.6M
PRU
Prudential Financial Inc

Financial Services
-424
- 74.52%
$100.68 - $109.89 $42.7K - $46.6K
145 $15M
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
-1.38K
- 29.33%
$36.04 - $38.78 $49.8K - $53.6K
3.33K $129M
EPD
Enterprise Products Partners L.P.

Energy
-1.19K
- 48.69%
$30.74 - $32.14 $36.6K - $38.2K
1.25K $39.2M
O
Realty Income Corp

Real Estate
-615
- 81.89%
$56.13 - $60.79 $34.5K - $37.4K
136 $8.27M
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
-774
- 74.42%
$41.91 - $44.87 $32.4K - $34.7K
266 $11.9M
MTUM
Ishares Msci Usa Momentum Fact

ETFs
-133
- 52.16%
$236.25 - $257.69 $31.4K - $34.3K
122 $31.3M
DIS
Walt Disney CO

Communication Services
-28
- 1.08%
$112.25 - $124.0 $3.14K - $3.47K
2.57K $294M
STAG
Stag Industrial, Inc.

Real Estate
-700
- 41.18%
$34.28 - $36.97 $24K - $25.9K
1K $35.3M
DUHP
Dimensional ETF Tr Dimensional

ETFs
-947
- 20.95%
$35.76 - $37.93 $33.9K - $35.9K
3.57K $135M
ACN
Accenture PLC

Technology
-46
- 18.04%
$232.56 - $304.78 $10.7K - $14K
209 $51.5M
ADBE
Adobe Inc.

Technology
-54
- 35.53%
$333.65 - $392.1 $18K - $21.2K
98 $34.6M
NVO
Novo Nordisk A S

Healthcare
-226
- 26.97%
$45.38 - $71.7 $10.3K - $16.2K
612 $34M
IBM
International Business Machines Corp

Technology
-2
- 0.11%
$234.77 - $292.47 $470 - $585
1.74K $491M
SBUX
Starbucks Corp

Consumer Cyclical
-35
- 1.42%
$81.9 - $96.86 $2.87K - $3.39K
2.43K $205M
WPC
W. P. Carey Inc.

Real Estate
-300
- 82.42%
$61.29 - $68.7 $18.4K - $20.6K
64 $4.32M
VKI
Invesco Advantage Municipal Income Trust Ii

Financial Services
-2.32K
- 39.82%
$8.15 - $8.82 $18.9K - $20.4K
3.5K $30.7M
LBRDK
Liberty Broadband Corp

Communication Services
-13
- 2.65%
$58.3 - $100.8 $758 - $1.31K
478 $30.4M
PM
Philip Morris International Inc.

Consumer Defensive
-12
- 1.51%
$157.77 - $183.27 $1.89K - $2.2K
785 $127M
LULU
Lululemon Athletica Inc.

Consumer Cyclical
-69
- 90.79%
$159.87 - $247.68 $11K - $17.1K
7 $1.25M
OKE
Oneok Inc

Energy
-167
- 34.79%
$71.36 - $83.47 $11.9K - $13.9K
313 $22.8M
IT
Gartner Inc

Technology
-12
- 13.19%
$225.98 - $406.7 $2.71K - $4.88K
79 $20.8M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
-203
- 26.96%
$78.11 - $79.07 $15.9K - $16.1K
550 $43.4M
CI
Cigna Corp

Healthcare
-1
- 0.28%
$262.23 - $334.39 $262 - $334
360 $104M
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
-4
- 0.52%
$38.58 - $58.24 $154 - $233
765 $30M
PGR
Progressive Corp

Financial Services
-6
- 1.03%
$238.61 - $264.3 $1.43K - $1.59K
577 $142M
ABT
Abbott Laboratories

Healthcare
-45
- 1.39%
$120.51 - $136.62 $5.42K - $6.15K
3.2K $429M
MSTR
Microstrategy Inc

Technology
-28
- 65.12%
$300.7 - $455.9 $8.42K - $12.8K
15 $4.83M
SO
Southern CO

Utilities
-183
- 9.85%
$90.83 - $96.0 $16.6K - $17.6K
1.68K $159M
FISV
Fiserv Inc

Technology
-5
- 1.97%
N/A
249 $32.1M
PG
Procter & Gamble CO

Consumer Defensive
-9
- 0.58%
$150.47 - $161.22 $1.35K - $1.45K
1.54K $237M
TXN
Texas Instruments Inc

Technology
-4
- 1.03%
N/A
386 $70.9M
Activity Summary
Buys All Purchases 803 New Holdings 150 Increased Positions 653 Sells All Sells 354 Reductions 354 Sold out 0 Options Calls 1 Puts 0
Track This Portfolio

Track Fortitude Family Office, LLC Portfolio

Follow Fortitude Family Office, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Fortitude Family Office, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Fortitude Family Office, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email