Fortitude Family Office, LLC Purchases in Q3 2024

Fortitude Family Office, LLC

  • $253 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
GOF
Guggenheim Strategic Opportunities Fund

Financial Services
1.67K
New
$14.94 - $15.76 $25K - $26.4K
1.67K $26.4M
WMB
Williams Companies, Inc.

Energy
545
+ 120.84%
$41.24 - $46.22 $22.5K - $25.2K
996 $45.5M
CB
Chubb LTD

Financial Services
53
+ 16.83%
$252.51 - $292.2 $13.4K - $15.5K
368 $106M
Wells Fargo CO New Perp Pfd Cnv A
20
New
N/A
20 $25.6M
VV
Vanguard Large Cap ETF

ETFs
6
+ 0.34%
$236.92 - $263.4 $1.42K - $1.58K
1.75K $460M
ING
Ing Groep Nv

Financial Services
1.36K
New
$16.55 - $18.66 $22.5K - $25.3K
1.36K $24.7M
Axs Real Estate Income ETF
1.01K
New
N/A
1.01K $24.6M
ETR
Entergy Corp

Utilities
178
+ 423.81%
$104.75 - $131.61 $18.6K - $23.4K
220 $29M
NEA
Nuveen Amt Free Quality Municipal Income Fund

Financial Services
2.03K
New
$11.31 - $11.96 $23K - $24.3K
2.03K $24.3M
SLVM
Sylvamo Corp

Basic Materials
239
+ 116.59%
$65.73 - $87.18 $15.7K - $20.8K
444 $38.1M
MET
Metlife Inc

Financial Services
266
+ 177.33%
$67.96 - $82.48 $18.1K - $21.9K
416 $34.3M
BCE
Bce Inc

Communication Services
670
New
$31.33 - $36.08 $21K - $24.2K
670 $23.3M
JCI
Johnson Controls International PLC

Industrials
278
+ 195.77%
$65.52 - $77.61 $18.2K - $21.6K
420 $32.6M
VKI
Invesco Advantage Municipal Income Trust Ii

Financial Services
2.32K
+ 66.17%
$8.77 - $9.35 $20.3K - $21.7K
5.82K $54.1M
Benson Hill Inc Com New
3.2K
New
N/A
3.2K $23M
MTUM
Ishares Msci Usa Momentum Fact

ETFs
113
+ 1255.56%
$175.46 - $203.3 $19.8K - $23K
122 $24.7M
GD
General Dynamics Corp

Industrials
64
+ 26.02%
$279.51 - $308.09 $17.9K - $19.7K
310 $93.7M
PRU
Prudential Financial Inc

Financial Services
174
+ 65.91%
$105.53 - $127.32 $18.4K - $22.2K
438 $53M
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
524
New
$38.51 - $41.69 $20.2K - $21.8K
524 $21.8M
UBER
Uber Technologies, Inc

Technology
276
+ 84.66%
$58.48 - $77.47 $16.1K - $21.4K
602 $45.2M
HSY
Hershey CO

Consumer Defensive
112
New
$182.45 - $203.25 $20.4K - $22.8K
112 $21.5M
BUFR
First Tr Ex Td Viii Ft Cboe Ve

ETFs
711
New
$28.1 - $29.89 $20K - $21.3K
711 $21.3M
CCO
Clear Channel Outdoor Holdings, Inc.

Communication Services
13.2K
New
$1.32 - $1.84 $17.5K - $24.4K
13.2K $21.2M
VGM
Invesco Trust For Investment Grade Municipals

Financial Services
2K
New
$10.1 - $10.68 $20.2K - $21.4K
2K $21.1M
HYG
Ishares Tr

ETFs
258
New
$76.72 - $80.36 $19.8K - $20.7K
258 $20.7M
VMO
Invesco Municipal Opportunity Trust

Financial Services
2K
New
$9.87 - $10.38 $19.7K - $20.8K
2K $20.5M
LULU
Lululemon Athletica Inc.

Consumer Cyclical
75
New
$233.4 - $302.36 $17.5K - $22.7K
75 $20.4M
FRA
Blackrock Floating Rate Income Strategies Fund, Inc.

Financial Services
1.53K
New
$12.6 - $13.59 $19.3K - $20.8K
1.53K $20.2M
CM
Canadian Imperial Bank Of Commerce

Financial Services
327
New
$47.28 - $62.24 $15.5K - $20.4K
327 $20.1M
BGR
Black Rock Energy & Resources Trust

Financial Services
1.55K
New
$12.28 - $13.34 $19K - $20.6K
1.55K $19.9M
VFL
Delaware Investments National Municipal Income Fund

Financial Services
1.77K
New
$10.37 - $11.37 $18.3K - $20.1K
1.77K $19.7M
IBKR
Interactive Brokers Group, Inc.

Financial Services
140
New
$108.65 - $139.41 $15.2K - $19.5K
140 $19.5M
GWW
W.W. Grainger, Inc.

Industrials
14
+ 38.89%
$896.19 - $1044.18 $12.5K - $14.6K
50 $51.9M
ISRG
Intuitive Surgical Inc

Healthcare
32
+ 40.0%
$416.14 - $494.01 $13.3K - $15.8K
112 $55M
Greystone Housing Impact Inves Ben Unit Ctf
1.38K
New
N/A
1.38K $19.4M
AMT
American Tower Corp

Real Estate
78
+ 268.97%
$192.27 - $242.73 $15K - $18.9K
107 $24.9M
UNP
Union Pacific Corp

Industrials
63
+ 34.81%
$221.78 - $256.09 $14K - $16.1K
244 $60.1M
KHC
Kraft Heinz CO

Consumer Defensive
529
+ 249.53%
$31.86 - $36.13 $16.9K - $19.1K
741 $26M
BCS
Barclays PLC

Financial Services
1.58K
New
$10.59 - $12.45 $16.7K - $19.6K
1.58K $19.1M
DELL
Dell Technologies Inc.

Technology
160
New
$87.89 - $145.97 $14.1K - $23.4K
160 $19M
SONY
Sony Group Corp

Technology
156
+ 47.13%
$81.61 - $98.65 $12.7K - $15.4K
487 $47M
QCOM
Qualcomm Inc

Technology
152
+ 62.55%
$156.12 - $209.64 $23.7K - $31.9K
395 $67.2M
PPL
Ppl Corp

Utilities
516
+ 195.45%
$27.36 - $33.08 $14.1K - $17.1K
780 $25.8M
Cooper Cos Inc Com
164
New
N/A
164 $18.1M
NAZ
Nuveen Arizona Quality Municipal Income Fund

Financial Services
1.5K
New
$11.08 - $11.94 $16.7K - $17.9K
1.5K $17.8M
XLE
Energy Sector Spdr

ETFs
200
New
$84.35 - $93.39 $16.9K - $18.7K
200 $17.6M
Abrdn Asia Pacific Income Fund Com New
1K
New
N/A
1K $17.4M
SPTL
Spdr Portfolio Long Term Treas

ETFs
590
New
$26.69 - $29.87 $15.7K - $17.6K
590 $17.2M
EVRG
Evergy, Inc.

Utilities
269
+ 527.45%
$52.46 - $62.01 $14.1K - $16.7K
320 $19.8M
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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