Fortitude Advisory Group L.L.C. Top Holdings and 13F Report (2025) About Fortitude Advisory Group L.L.C.Investment ActivityFortitude Advisory Group L.L.C. has $139.26 million in total holdings as of March 31, 2025.Fortitude Advisory Group L.L.C. owns shares of 202 different stocks, but just 85 companies or ETFs make up 80% of its holdings.Approximately 11.08% of the portfolio was purchased this quarter.About 16.26% of the portfolio was sold this quarter.This quarter, Fortitude Advisory Group L.L.C. has purchased 201 new stocks and bought additional shares in 66 stocks.Fortitude Advisory Group L.L.C. sold shares of 62 stocks and completely divested from 22 stocks this quarter.Largest Holdings NVIDIA $14,699,500Microsoft $10,187,438Apple $5,751,261SPDR S&P 500 ETF Trust $5,485,445Amazon.com $4,877,230 Largest New Holdings this Quarter 464287440 - iShares 7-10 Year Treasury Bond ETF $2,374,130 Holding46436E718 - iShares 0-3 Month Treasury Bond ETF $1,068,835 Holding002205102 - A2Z CUST2MATE SOLUTIONS CORP $906,000 HoldingG3730V105 - FTAI Aviation $887,926 Holding12811T761 - CALAMOS ETF TR $374,700 Holding Largest Purchases this Quarter NVIDIA 27,439 shares (about $2.38M)iShares 7-10 Year Treasury Bond ETF 25,004 shares (about $2.37M)iShares 0-3 Month Treasury Bond ETF 10,632 shares (about $1.07M)A2Z CUST2MATE SOLUTIONS CORP 120,000 shares (about $906K)FTAI Aviation 9,405 shares (about $887.93K) Largest Sales this Quarter iShares U.S. Treasury Bond ETF 128,079 shares (about $2.93M)Walmart 15,739 shares (about $1.44M)SPDR S&P 500 ETF Trust 1,058 shares (about $556.17K)Invesco QQQ 1,110 shares (about $493.04K)Microsoft 902 shares (about $335.20K) Sector Allocation Over TimeMap of 500 Largest Holdings ofFortitude Advisory Group L.L.C. Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorNVDANVIDIA$14,699,500$2,380,680 ▲19.3%169,42210.6%Computer and TechnologyMSFTMicrosoft$10,187,438$335,196 ▼-3.2%27,4147.3%Computer and TechnologyAAPLApple$5,751,261$31,667 ▼-0.5%29,6044.1%Computer and TechnologySPYSPDR S&P 500 ETF Trust$5,485,445$556,167 ▼-9.2%10,4353.9%FinanceAMZNAmazon.com$4,877,230$591,327 ▲13.8%27,9773.5%Retail/WholesalePULSPGIM Ultra Short Bond ETF$4,234,315$390,823 ▲10.2%85,5593.0%ETFCOSTCostco Wholesale$3,394,701$209,991 ▲6.6%3,5082.4%Retail/WholesalePCARPACCAR$2,751,877$21,182 ▲0.8%31,7002.0%Auto/Tires/TrucksIEFiShares 7-10 Year Treasury Bond ETF$2,374,130$2,374,130 ▲New Holding25,0041.7%ETFBRK.ABerkshire Hathaway$2,322,7830.0%31.7%FinanceVVVanguard Large-Cap ETF$2,291,140$194,939 ▼-7.8%9,4731.6%ETFAVGOBroadcom$2,266,975$204,993 ▲9.9%12,9831.6%Computer and TechnologyQQQInvesco QQQ$2,042,792$493,042 ▼-19.4%4,5991.5%FinanceJPMJPMorgan Chase & Co.$1,995,024$63,141 ▲3.3%8,6891.4%FinanceMETAMeta Platforms$1,615,968$130,101 ▲8.8%3,2171.2%Computer and TechnologyVTVVanguard Value ETF$1,538,373$148,625 ▼-8.8%9,5331.1%ETFIVViShares Core S&P 500 ETF$1,296,889$89,768 ▼-6.5%2,4560.9%ETFTSLATesla$1,240,359$205,801 ▲19.9%5,1350.9%Auto/Tires/TrucksWMTWalmart$1,232,367$1,435,269 ▼-53.8%13,5140.9%Retail/WholesaleGOOGLAlphabet$1,209,989$145,211 ▲13.6%7,8910.9%Computer and TechnologySCHXSchwab US Large-Cap ETF$1,124,050$3,591 ▲0.3%54,1450.8%ETFSGOViShares 0-3 Month Treasury Bond ETF$1,068,835$1,068,835 ▲New Holding10,6320.8%ETFVIGVanguard Dividend Appreciation ETF$1,048,854$97,964 ▼-8.5%5,7280.8%ETFVOVanguard Mid-Cap ETF$970,941$84,567 ▼-8.0%3,9840.7%ETFLLYEli Lilly and Company$957,916$135,270 ▼-12.4%1,3030.7%MedicalGOOGAlphabet$911,386$3,732 ▲0.4%5,8610.7%Computer and TechnologyA2Z CUST2MATE SOLUTIONS CORP$906,000$906,000 ▲New Holding120,0000.7%COMABBVAbbVie$895,292$18,713 ▲2.1%5,2150.6%MedicalFTAIFTAI Aviation$887,926$887,926 ▲New Holding9,4050.6%AerospaceIBMInternational Business Machines$857,659$1,431 ▼-0.2%3,5950.6%Computer and TechnologyMSMorgan Stanley$847,456$135,364 ▲19.0%7,8570.6%FinanceAGNCAGNC Investment$826,207$11,612 ▲1.4%99,5430.6%FinanceVVisa$803,868$85,490 ▼-9.6%2,4260.6%Business ServicesPGProcter & Gamble$797,124$6,988 ▲0.9%4,7910.6%Consumer StaplesCSCOCisco Systems$794,755$167 ▲0.0%14,2530.6%Computer and TechnologyBRK.BBerkshire Hathaway$772,093$124,464 ▲19.2%1,4950.6%FinanceORCLOracle$756,286$78,899 ▲11.6%5,8280.5%Computer and TechnologySCHMSchwab U.S. Mid-Cap ETF$728,101$3,086 ▲0.4%29,9630.5%ETFSCHGSchwab U.S. Large-Cap Growth ETF$724,538$1,310 ▼-0.2%30,4300.5%ETFHPQHP$705,7430.0%30,0700.5%Computer and TechnologySPROTT PHYSICAL GOLD TR$643,9940.0%25,1560.5%UNITUNHUnitedHealth Group$615,023$270,938 ▼-30.6%1,0510.4%MedicalAGGiShares Core U.S. Aggregate Bond ETF$608,538$10,891 ▼-1.8%6,2020.4%FinanceCVXChevron$608,220$37,633 ▲6.6%4,4930.4%EnergyNZFNuveen Municipal Credit Income Fund$605,3040.0%52,4530.4%Financial ServicesMINMFS Intermediate Income Trust$603,699$1,977 ▲0.3%227,8110.4%FinanceSCHVSchwab U.S. Large-Cap Value ETF$602,455$3,879 ▲0.6%24,3810.4%ETFDEDeere & Company$602,149$16,287 ▼-2.6%1,3310.4%IndustrialsSBUXStarbucks$582,371$70,262 ▼-10.8%7,2110.4%Retail/WholesaleBNDVanguard Total Bond Market ETF$577,238$2,476 ▲0.4%7,9280.4%ETFBACBank of America$557,598$30,947 ▼-5.3%14,9370.4%FinanceMAMastercard$554,446$4,620 ▼-0.8%1,0800.4%Business ServicesTJXTJX Companies$532,087$4,673 ▼-0.9%4,2130.4%Retail/WholesaleEPDEnterprise Products Partners$524,610$30,867 ▲6.3%17,2340.4%EnergySHViShares Short Treasury Bond ETF$518,032$47,645 ▲10.1%4,6970.4%ETFISRGIntuitive Surgical$508,776$2,888 ▼-0.6%1,0570.4%MedicalJNJJohnson & Johnson$489,126$20,778 ▼-4.1%3,1780.4%MedicalSOXXiShares Semiconductor ETF$481,1820.0%2,8750.3%ETFQCOMQUALCOMM$476,447$36,107 ▼-7.0%3,5100.3%Computer and TechnologyVYMVanguard High Dividend Yield ETF$467,9870.0%3,8850.3%ETFGLDSPDR Gold Shares$465,202$53,500 ▲13.0%1,5130.3%FinanceHPEHewlett Packard Enterprise$463,601$997 ▲0.2%31,1560.3%Computer and TechnologyNBBNuveen Taxable Municipal Income Fund$454,693$1,713 ▲0.4%29,9930.3%Financial ServicesVTIVanguard Total Stock Market ETF$446,553$12,139 ▼-2.6%1,7290.3%ETFNXPNuveen Select Tax-Free Income Portfolio$437,931$10,072 ▲2.4%31,8260.3%FinanceBLEBlackRock Municipal Income Trust II$429,5480.0%43,6090.3%Financial ServicesEMREmerson Electric$425,070$59,103 ▼-12.2%4,3080.3%IndustrialsNFLXNetflix$423,117$61,544 ▲17.0%4400.3%Consumer DiscretionaryAMTAmerican Tower$415,697$11,771 ▲2.9%1,9070.3%FinanceCFLTConfluent$409,120$311,465 ▼-43.2%19,0200.3%Computer and TechnologyFBNDFidelity Total Bond ETF$404,498$35,089 ▼-8.0%8,9570.3%ETFTMOThermo Fisher Scientific$400,100$874 ▼-0.2%9160.3%MedicalBKBank of New York Mellon$399,8540.0%5,2800.3%FinanceMMTMFS Multimarket Income Trust$396,5510.0%88,9130.3%FinanceETNEaton$391,089$30,684 ▲8.5%1,4530.3%IndustrialsJEPQJPMorgan Nasdaq Equity Premium Income ETF$388,278$878 ▲0.2%7,9630.3%ETFSCHASchwab US Small-Cap ETF$387,259$953 ▼-0.2%17,8790.3%ETFVGTVanguard Information Technology ETF$386,7970.0%7620.3%ETFBFKBlackRock Municipal Income Trust$385,2880.0%40,5140.3%Financial ServicesNOWServiceNow$382,397$31,070 ▲8.8%4800.3%Computer and TechnologyKOCoca-Cola$381,596$26,950 ▼-6.6%5,3240.3%Consumer StaplesLINDE PLC$377,656$2,688 ▲0.7%8430.3%SHSGEGeneral Electric$377,307$16,603 ▼-4.2%2,0680.3%TransportationREAXReal Brokerage$375,675$191,476 ▲104.0%81,3150.3%Business ServicesCALAMOS ETF TR$374,700$374,700 ▲New Holding15,9960.3%S&P 500 STRUCTURNUVNuveen Municipal Value Fund$371,8230.0%43,4880.3%FinanceSYKStryker$370,244$13,520 ▲3.8%1,0680.3%MedicalDIASPDR Dow Jones Industrial Average ETF Trust$366,022$87,527 ▼-19.3%9200.3%FinanceNADNuveen Quality Municipal Income Fund$362,7040.0%32,7350.3%Financial ServicesLOWLowe's Companies$355,063$39,880 ▲12.7%1,6560.3%Retail/WholesaleVOOVanguard S&P 500 ETF$353,435$219,990 ▼-38.4%7310.3%ETFGEOThe GEO Group$348,840$348,840 ▲New Holding12,0000.3%FinanceCALAMOS ETF TR$348,762$348,762 ▲New Holding14,4700.3%NASDAQ 100 STRUTAMGNAmgen$347,153$16,679 ▼-4.6%1,2280.2%MedicalETEnergy Transfer$343,037$50,320 ▲17.2%20,2740.2%EnergyMCRMFS Charter Income Trust$342,7310.0%57,2170.2%Financial ServicesGBABGuggenheim Taxable Municipal Bond & Investment Grade Debt Trust$341,838$18,215 ▲5.6%22,8960.2%Financial ServicesVZVerizon Communications$340,871$83,648 ▼-19.7%7,8160.2%Computer and TechnologyJFRNuveen Floating Rate Income Fund$338,5060.0%42,6870.2%Financial ServicesTHTarget Hospitality$334,500$334,500 ▲New Holding50,0000.2%Consumer DiscretionaryShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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