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Fortitude Advisory Group L.L.C.

Portfolio Manager
Fortitude Advisory Group L.L.C.
Performance
-4.32% (2026 Q1)
AUM (13F)
$222.31M
# of Holdings
224
Performance Rank
Allocation (Top 20)
53.09%

Fortitude Advisory Group L.L.C. Holdings Map

Top 50 Fortitude Advisory Group L.L.C. Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
VUSB
VANGUARD BD INDEX FDS
12.29%548.5K$27.3M
+7.92%(+40.23K)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 508.3K shares2026-Q1: 548.5K shares
$49.91(-0.42%)
2026-03-31
NVDA
NVIDIA CORPORATION
9.9%126.1K$22.0M
-0.84%(-1.07K)
2025-Q1: 139.5K shares2025-Q2: 136.7K shares2025-Q3: 126.9K shares2025-Q4: 127.2K shares2026-Q1: 126.1K shares
$25.19(+796.57%)
2026-03-31
MSFT
MICROSOFT CORP
4.47%26.8K$9.9M
-1.70%(-465)
2025-Q1: 27.4K shares2025-Q2: 27.2K shares2025-Q3: 27.4K shares2025-Q4: 27.3K shares2026-Q1: 26.8K shares
$309.72(+30.83%)
2026-03-31
AAPL
APPLE INC
2.87%25.1K$6.4M
-2.69%(-694)
2025-Q1: 29.6K shares2025-Q2: 28.9K shares2025-Q3: 27.2K shares2025-Q4: 25.8K shares2026-Q1: 25.1K shares
$158.22(+88.90%)
2026-03-31
SPY
STATE STR SPDR S&P 500 ETF T
2.64%9.0K$5.9M
-6.69%(-645)
2025-Q1: 10.4K shares2025-Q2: 10.4K shares2025-Q3: 9.8K shares2025-Q4: 9.6K shares2026-Q1: 9.0K shares
$442.61(+67.71%)
2026-03-31
AMZN
AMAZON COM INC
2.43%25.9K$5.4M
+0.43%(+110)
2025-Q1: 28.0K shares2025-Q2: 28.2K shares2025-Q3: 27.4K shares2025-Q4: 25.8K shares2026-Q1: 25.9K shares
$163.39(+65.33%)
2026-03-31
AVGO
BROADCOM INC
1.96%14.1K$4.4M
-11.74%(-1.87K)
2025-Q1: 13.0K shares2025-Q2: 13.3K shares2025-Q3: 14.3K shares2025-Q4: 15.9K shares2026-Q1: 14.1K shares
$144.82(+187.80%)
2026-03-31
PULS
PGIM ETF TR
1.67%74.9K$3.7M
-3.43%(-2.66K)
2025-Q1: 85.6K shares2025-Q2: 81.9K shares2025-Q3: 75.0K shares2025-Q4: 77.5K shares2026-Q1: 74.9K shares
$49.65(-0.05%)
2026-03-31
PCAR
PACCAR INC
1.61%31.0K$3.6M
-0.78%(-245)
2025-Q1: 31.7K shares2025-Q2: 31.5K shares2025-Q3: 31.1K shares2025-Q4: 31.3K shares2026-Q1: 31.0K shares
$57.90(+93.07%)
2026-03-31
COST
COSTCO WHOLESALE CORPORATION
1.61%3.6K$3.6M
+3.01%(+105)
2025-Q1: 3.5K shares2025-Q2: 3.5K shares2025-Q3: 3.4K shares2025-Q4: 3.5K shares2026-Q1: 3.6K shares
$574.26(+79.90%)
2026-03-31

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