Fortitude Family Office, LLC Reduced Holdings in Q1 2025

Fortitude Family Office, LLC

  • $281 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
AAPL
Apple Inc.

Technology
-85.1K
- 55.08%
$209.68 - $247.1 $17.9M - $21M
69.4K $15.4B
MSFT
Microsoft Corp

Technology
-2.3K
- 27.08%
$375.39 - $447.2 $864K - $1.03M
6.2K $2.33B
AMZN
Amazon Com Inc

Consumer Cyclical
-4.14K
- 31.0%
$190.26 - $242.06 $787K - $1M
9.21K $1.75B
HD
Home Depot, Inc.

Consumer Cyclical
-1.88K
- 24.11%
$347.25 - $424.87 $654K - $800K
5.93K $2.17B
BX
Blackstone Inc.

Financial Services
-3.6K
- 80.05%
$136.53 - $186.74 $492K - $672K
897 $125M
IBM
International Business Machines Corp

Technology
-2.97K
- 51.27%
$217.4 - $264.74 $646K - $786K
2.82K $702M
IRM
Iron Mountain Inc

Real Estate
-4.09K
- 46.99%
$82.79 - $111.31 $338K - $455K
4.61K $397M
JNJ
Johnson & Johnson

Healthcare
-3.96K
- 51.53%
$142.06 - $167.7 $563K - $665K
3.73K $618M
PG
Procter & Gamble CO

Consumer Defensive
-2.8K
- 51.02%
$158.56 - $176.26 $444K - $493K
2.69K $458M
NVDA
Nvidia Corp

Technology
-1.47K
- 12.72%
$106.98 - $149.43 $157K - $219K
10.1K $1.09B
WMT
Walmart Inc.

Consumer Defensive
-4.51K
- 55.52%
$84.5 - $105.05 $381K - $474K
3.61K $317M
MCD
Mcdonalds Corp

Consumer Cyclical
-1.62K
- 38.51%
$279.74 - $321.29 $454K - $521K
2.59K $809M
CVX
Chevron Corp

Energy
-2.91K
- 60.53%
$146.71 - $167.97 $427K - $489K
1.9K $317M
COST
Costco Wholesale Corp

Consumer Defensive
-493
- 15.75%
$890.62 - $1076.86 $439K - $531K
2.64K $2.49B
GOOG
Alphabet Inc.

Communication Services
-520
- 6.25%
$156.06 - $207.71 $81.2K - $108K
7.8K $1.22B
GOOGL
Alphabet Inc.

Communication Services
-309
- 3.37%
$154.33 - $206.19 $47.7K - $63.7K
8.86K $1.37B
TIP
Ishares Tr Tips Bd ETF

ETFs
-4.67K
- 11.48%
$106.22 - $111.09 $496K - $518K
36K $4B
JPM
Jpmorgan Chase & CO

Financial Services
-1.61K
- 13.45%
$225.19 - $279.95 $363K - $452K
10.4K $2.55B
AVGO
Broadcom Inc.

Technology
-80
- 1.93%
$167.43 - $244.7 $13.4K - $19.6K
4.07K $681M
CAT
Caterpillar Inc

Industrials
-660
- 44.78%
$326.75 - $407.63 $216K - $269K
814 $268M
DE
Deere & CO

Industrials
-664
- 55.94%
$408.57 - $509.27 $271K - $338K
523 $245M
LLY
Eli Lilly & CO

Healthcare
-516
- 15.66%
$725.72 - $929.72 $374K - $480K
2.78K $2.29B
V
Visa Inc.

Financial Services
-960
- 37.11%
$306.92 - $362.71 $295K - $348K
1.63K $570M
TSLA
Tesla, Inc.

Consumer Cyclical
-432
- 49.66%
$222.15 - $428.22 $96K - $185K
438 $114M
ABBV
Abb Vie Inc.

Healthcare
-2.7K
- 26.12%
$169.2 - $216.66 $457K - $586K
7.65K $1.6B
HDV
Ishares Core High Dividend ETF

ETFs
-1.9K
- 79.5%
$110.86 - $121.12 $211K - $230K
490 $59.3M
SO
Southern CO

Utilities
-2.47K
- 68.4%
$80.96 - $92.96 $200K - $229K
1.14K $105M
BAC
Bank Of America Corp

Financial Services
-3.29K
- 14.22%
$39.61 - $47.74 $130K - $157K
19.8K $828M
CRM
Salesforce, Inc.

Technology
-32
- 1.23%
$268.36 - $359.95 $8.59K - $11.5K
2.57K $690M
LOW
Lowes Companies Inc

Consumer Cyclical
-593
- 32.28%
$222.66 - $268.42 $132K - $159K
1.24K $290M
CSCO
Cisco Systems, Inc.

Technology
-2.97K
- 36.6%
$58.74 - $64.87 $174K - $192K
5.14K $317M
PM
Philip Morris International Inc.

Consumer Defensive
-1.48K
- 70.94%
$117.15 - $158.79 $173K - $235K
606 $96.2M
VZ
Verizon Communications Inc

Communication Services
-5.03K
- 34.81%
$37.81 - $46.49 $190K - $234K
9.42K $427M
KMB
Kimberly Clark Corp

Consumer Defensive
-1.08K
- 87.02%
$124.46 - $147.4 $134K - $159K
161 $22.9M
D
Dominion Energy, Inc

Utilities
-2.54K
- 95.81%
$52.85 - $57.43 $134K - $146K
111 $6.22M
BMY
Bristol Myers Squibb CO

Healthcare
-2.87K
- 30.07%
$53.9 - $63.11 $155K - $181K
6.67K $407M
Arista Networks Inc Com Shs
-800
- 37.59%
N/A
1.33K $103M
WDC
Western Digital Corp

Technology
-1.9K
- 94.25%
$40.43 - $72.03 $76.8K - $137K
116 $4.69M
DHI
Horton D R Inc

Consumer Cyclical
-37
- 0.45%
$125.29 - $147.65 $4.64K - $5.46K
8.24K $1.05B
MRK
Merck & Co., Inc.

Healthcare
-751
- 18.0%
$83.01 - $101.02 $62.3K - $75.9K
3.42K $307M
PEP
Pepsico Inc

Consumer Defensive
-695
- 66.38%
$142.64 - $156.42 $99.1K - $109K
352 $52.8M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
-2.39K
- 3.94%
$50.39 - $50.66 $121K - $121K
58.4K $2.96B
AEP
American Electric Power CO Inc

Utilities
-1.17K
- 89.68%
$90.32 - $109.27 $105K - $127K
134 $14.6M
INTC
Intel Corp

Technology
-6.04K
- 47.3%
$19.1 - $27.39 $115K - $165K
6.73K $153M
KO
Coca Cola CO

Consumer Defensive
-1.82K
- 61.29%
$60.81 - $72.32 $111K - $132K
1.15K $82.5M
HON
Honeywell International Inc

Industrials
-365
- 20.56%
$202.75 - $226.52 $74K - $82.7K
1.41K $299M
SPY
Spdr S&P 500 ETF Trust

ETFs
-137
- 15.6%
$551.42 - $612.93 $75.5K - $84K
741 $415M
CEG
Constellation Energy Corp

Utilities
-424
- 64.24%
$201.63 - $347.44 $85.5K - $147K
236 $47.6M
UPS
United Parcel Service Inc

Industrials
-450
- 14.55%
$109.66 - $136.26 $49.3K - $61.3K
2.64K $291M
Activity Summary
Buys All Purchases 67 New Holdings 15 Increased Positions 52 Sells All Sells 276 Reductions 273 Sold out 3 Options Calls 0 Puts 1
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