Fortitude Advisory Group L.L.C. has filed its 13F form on January 22, 2025 for Q4 2024 where it was disclosed a total value porftolio of $163 Million distributed in 201 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Nvidia Corp with a value of $19.1M, Microsoft Corp with a value of $11.9M, Apple Inc. with a value of $7.45M, Spdr S&P 500 ETF Trust with a value of $6.74M, and Spdr Bloomberg Investment Grad with a value of $6.35M.
Examining the 13F form we can see an increase of $5.94M in the current position value, from $157M to 163M.
Fortitude Advisory Group L.L.C. is based out at Gig Harbor, WA
Below you can find more details about Fortitude Advisory Group L.L.C. portfolio as well as his latest detailed transactions.
Portfolio value
$163 Million
Technology: $51.3 Million
ETFs: $47.6 Million
Financial Services: $21.8 Million
Consumer Cyclical: $9.32 Million
Industrials: $8.76 Million
Consumer Defensive: $7.42 Million
Healthcare: $6.38 Million
Communication Services: $5.24 Million
Other: $4.86 Million
Stock Holdings Table Market Cap. of Under $50 Millions