Fortitude Advisory Group L.L.C. Purchases in Q4 2024

Fortitude Advisory Group L.L.C.

  • $163 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
FLRN
Spdr Bloomberg Investment Grad

ETFs
207K
New
$30.67 - $30.84 $6.34M - $6.37M
207K $6.35M
PULS
Pgim ETF Tr

ETFs
45.9K
+ 144.46%
$49.51 - $49.79 $2.27M - $2.29M
77.7K $3.85M
SOUN
Soundhound Ai, Inc.

Technology
1.28K
+ 2.26%
$4.51 - $24.23 $5.78K - $31.1K
57.9K $1.15M
AVGO
Broadcom Inc.

Technology
214
+ 1.85%
$159.67 - $250.0 $34.2K - $53.5K
11.8K $2.74M
SLB
Schlumberger Limited

Energy
9.47K
New
$36.83 - $45.59 $349K - $432K
9.47K $362K
AGNC
Agnc Investment Corp.

Real Estate
45.8K
+ 87.55%
$9.21 - $10.59 $422K - $485K
98.1K $903K
CRDO
Credo Technology Group Holding LTD

Technology
5.19K
New
$30.16 - $77.25 $156K - $401K
5.19K $349K
VRT
Vertiv Holdings CO

Industrials
3.56K
New
N/A
3.56K $308K
MARA
Marathon Digital Holdings, Inc.

Financial Services
13.4K
New
N/A
13.4K $303K
WMT
Walmart Inc.

Consumer Defensive
144
+ 0.49%
$79.1 - $95.7 $11.4K - $13.8K
29.3K $2.64M
TRV
Travelers Companies, Inc.

Financial Services
840
New
$225.97 - $266.66 $190K - $224K
840 $202K
PCAR
Paccar Inc

Industrials
242
+ 0.78%
$97.92 - $118.41 $23.7K - $28.7K
31.5K $3.27M
TJX
Tjx Companies Inc

Consumer Cyclical
1.29K
+ 43.44%
$112.15 - $127.2 $144K - $164K
4.25K $513K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
1.3K
+ 50.06%
$126.68 - $134.74 $164K - $175K
3.89K $495K
MS
Morgan Stanley

Financial Services
41
+ 0.62%
$104.42 - $134.99 $4.28K - $5.53K
6.6K $830K
GOOG
Alphabet Inc.

Communication Services
7
+ 0.12%
$163.08 - $198.16 $1.14K - $1.39K
5.84K $1.11M
VIG
Vanguard Dividend Appreciation

ETFs
648
+ 11.54%
N/A
6.26K $1.14M
VV
Vanguard Large Cap ETF

ETFs
188
+ 1.86%
$260.27 - $280.65 $48.9K - $52.8K
10.3K $2.77M
VO
Vanguard Mid Cap ETF

ETFs
391
+ 9.92%
$261.5 - $284.63 $102K - $111K
4.33K $1.14M
IQI
Invesco Quality Municipal Income Trust

Financial Services
10.3K
New
$9.59 - $10.5 $98.6K - $108K
10.3K $101K
BND
Vanguard Bd Index Fd Inc Total

ETFs
1.58K
+ 25.1%
$71.75 - $75.11 $114K - $119K
7.89K $567K
NOW
Service Now, Inc.

Technology
2
+ 0.46%
$867.18 - $1148.42 $1.73K - $2.3K
441 $467K
SCHX
Schwab Strategic Tr Us Large C

ETFs
36.4K
+ 206.29%
$22.4 - $68.28 $814K - $2.48M
54K $1.25M
SCHG
Schwab Strategic Tr Us Large C

ETFs
22.9K
+ 300.07%
$25.93 - $105.3 $593K - $2.41M
30.5K $849K
KMI
Kinder Morgan, Inc.

Energy
230
+ 2.44%
$22.59 - $28.54 $5.2K - $6.56K
9.66K $264K
VGT
Vanguard Information Technolog

ETFs
51
+ 7.17%
$571.78 - $647.97 $29.2K - $33K
762 $473K
META
Meta Platforms, Inc.

Communication Services
4
+ 0.14%
$554.08 - $632.68 $2.22K - $2.53K
2.96K $1.74M
EPD
Enterprise Products Partners L.P.

Energy
71
+ 0.44%
$28.66 - $34.43 $2.03K - $2.44K
16.2K $508K
VB
Vanguard Small Cap ETF

ETFs
108
+ 4.81%
$233.76 - $261.58 $25.2K - $28.3K
2.35K $565K
ROK
Rockwell Automation, Inc

Industrials
40
+ 3.84%
$264.65 - $302.92 $10.6K - $12.1K
1.08K $309K
EFR
Eaton Vance Senior Floating Rate Trust

Financial Services
2.2K
+ 13.49%
$12.55 - $13.1 $27.6K - $28.8K
18.5K $236K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
25
+ 2.15%
$521.84 - $558.82 $13K - $14K
1.19K $639K
IMMP
Immutep LTD

Healthcare
12.9K
New
$1.82 - $2.36 $23.5K - $30.4K
12.9K $27K
ETB
Eaton Vance Tax Managed Buy Write Income Fund

Financial Services
1.03K
+ 5.64%
$14.26 - $15.2 $14.6K - $15.6K
19.2K $288K
JFR
Nuveen Floating Rate Income Fund

Financial Services
1.71K
+ 4.16%
$8.74 - $9.22 $14.9K - $15.7K
42.7K $380K
SHY
Ishares Barclays 1 3 Year Trea

ETFs
241
+ 9.8%
$81.68 - $82.93 $19.7K - $20K
2.7K $221K
ORCL
Oracle Corp

Technology
197
+ 3.92%
$165.41 - $192.43 $32.6K - $37.9K
5.22K $869K
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
13
+ 0.16%
$53.94 - $58.15 $701 - $756
7.95K $447K
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
20K
+ 203.77%
$27.54 - $83.04 $551K - $1.66M
29.8K $826K
PIM
Putnam Master Intermediate Income Trust

Financial Services
4.46K
+ 9.23%
$3.21 - $3.42 $14.3K - $15.3K
52.8K $172K
SCHA
Schwab Strategic Tr Us Small C

ETFs
9.1K
+ 103.07%
$25.33 - $51.16 $230K - $465K
17.9K $463K
ODFL
Old Dominion Freight Line, Inc.

Industrials
207
+ 16.29%
$176.4 - $231.84 $36.5K - $48K
1.48K $260K
VVR
Invesco Senior Income Trust

Financial Services
2.51K
+ 5.4%
$3.83 - $4.07 $9.6K - $10.2K
48.9K $193K
SCHV
Schwab Strategic Tr Us Large C

ETFs
16.4K
+ 209.14%
$25.79 - $80.4 $423K - $1.32M
24.2K $631K
VTV
Vanguard Value ETF

ETFs
331
+ 3.27%
$168.32 - $181.87 $55.7K - $60.2K
10.5K $1.77M
FBND
Fidelity Merrimack Str Tr Tota

ETFs
409
+ 4.39%
$44.87 - $46.86 $18.4K - $19.2K
9.73K $436K
Astera Labs Inc
7K
New
N/A
7K $0
Ishares Bitcoin Trust ETF
7.61K
New
N/A
7.61K $0
Blackrock Income Tr Inc
1.62K
+ 7.08%
N/A
24.5K $0
Activity Summary
Buys All Purchases 66 New Holdings 12 Increased Positions 54 Sells All Sells 76 Reductions 76 Sold out 0 Options Calls 0 Puts 0
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