Top 50 Fortitude Advisory Group L.L.C. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VUSB | VANGUARD BD INDEX FDS | 12.29% | 548.5K | $27.3M | +7.92%(+40.23K) | $49.91(-0.42%) | 2026-03-31 | |
| NVDA | NVIDIA CORPORATION | 9.9% | 126.1K | $22.0M | -0.84%(-1.07K) | $25.19(+796.57%) | 2026-03-31 | |
| MSFT | MICROSOFT CORP | 4.47% | 26.8K | $9.9M | -1.70%(-465) | $309.72(+30.83%) | 2026-03-31 | |
| AAPL | APPLE INC | 2.87% | 25.1K | $6.4M | -2.69%(-694) | $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) | $442.61(+67.71%) | 2026-03-31 | |
| AMZN | AMAZON COM INC | 2.43% | 25.9K | $5.4M | +0.43%(+110) | $163.39(+65.33%) | 2026-03-31 | |
| AVGO | BROADCOM INC | 1.96% | 14.1K | $4.4M | -11.74%(-1.87K) | $144.82(+187.80%) | 2026-03-31 | |
| PULS | PGIM ETF TR | 1.67% | 74.9K | $3.7M | -3.43%(-2.66K) | $49.65(-0.05%) | 2026-03-31 | |
| PCAR | PACCAR INC | 1.61% | 31.0K | $3.6M | -0.78%(-245) | $57.90(+93.07%) | 2026-03-31 | |
| COST | COSTCO WHOLESALE CORPORATION | 1.61% | 3.6K | $3.6M | +3.01%(+105) | $574.26(+79.90%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +23.48% | +88.27% |
| Top 20 Holdings Unweighted | +22.94% | +85.80% |
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