Fund Holdings — Fortitude Advisory Group L.L.C.

Total Portfolio Value
$174.96M
Total Bought
$22.71M
Total Sold
$18.63M
Net Transaction
+$4.08M
Filing Period:
Securities
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SharesValue ($K)
Q1 2025
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Q2 2025
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Change
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Q1 2025
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Q2 2025
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Weight (%)
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Change
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NVIDIA CORPORATION(NVDA)139,522136,728-2,79414,57921,60212.35%+7,023
MICROSOFT CORP(MSFT)27,41427,213-20110,18713,5367.74%+3,348
A2Z CUST2MATE SOLUTIONS CORP120,000301,680+181,6809063,1891.82%+2,283
FTAI AVIATION LTD(FTAI)9,40521,667+12,2628882,4931.42%+1,605
BROADCOM INC(AVGO)12,98313,332+3492,2673,6752.10%+1,408
AMAZON COM INC(AMZN)27,97728,230+2534,8776,1933.54%+1,316
SPDR S&P 500 ETF TR(SPY)10,43510,401-345,4856,4263.67%+941
PURECYCLE TECHNOLOGIES INC(PCT)22,00070,000+48,0001349590.55%+825
GOLAR LNG LTD
SHS
7,26322,756+15,4932719370.54%+666
MICRON TECHNOLOGY INC(MU)3,3046,915+3,6112298520.49%+623
ORACLE CORP(ORCL)5,8286,223+3957561,3600.78%+604
META PLATFORMS INC(META)3,2172,910-3071,6162,1481.23%+532
MARVELL TECHNOLOGY INC(MRVL)05,928+5,92804590.26%+459
JPMORGAN CHASE & CO.(JPM)8,6898,417-2721,9952,4401.39%+445
SPDR SERIES TRUST
ST STR NYSE TECH
01,742+1,74204130.24%+413
VANGUARD INDEX FDS9,4739,428-452,2912,6901.54%+399
TESLA INC(TSLA)5,1355,152+171,2401,6370.94%+396
VANGUARD INDEX FDS1,7292,715+9864478250.47%+379
ISHARES TR2,4562,673+2171,2971,6600.95%+363
INTERNATIONAL BUSINESS MACHS(IBM)3,5954,123+5288581,2150.69%+358
MORGAN STANLEY(MS)7,8578,287+4308471,1670.67%+320
TAIWAN SEMICONDUCTOR MFG LTD(TSM)01,372+1,37203110.18%+311
PALANTIR TECHNOLOGIES INC(PLTR)02,230+2,23003040.17%+304
BOEING CO(BA)1,9142,855+9412995980.34%+299
ISHARES TR03,698+3,69802980.17%+298
PRIMO BRANDS CORPORATION(PRMB)010,000+10,00002960.17%+296
VANGUARD INDEX FDS7311,140+4093536480.37%+294
INTUIT(INTU)0341+34102690.15%+269
AMKOR TECHNOLOGY INC012,424+12,42402610.15%+261
ASE TECHNOLOGY HLDG CO LTD(ASX)024,988+24,98802580.15%+258
DEERE & CO(DE)1,3311,681+3506028550.49%+253
INVESCO QQQ TR4,5994,157-4422,0432,2931.31%+250
PACCAR INC(PCAR)31,70031,541-1592,7522,9981.71%+246
PALO ALTO NETWORKS INC(PANW)01,197+1,19702450.14%+245
FIDELITY COVINGTON TRUST03,122+3,12202420.14%+242
ISHARES BITCOIN TRUST ETF(IBIT)03,855+3,85502360.13%+236
VANGUARD INDEX FDS9,53310,006+4731,5381,7681.01%+230
SCHWAB STRATEGIC TR54,14555,267+1,1221,1241,3510.77%+227
GE VERNOVA INC(GEV)784911+1272574820.28%+225
AGNC INVT CORP(AGNC)99,543113,991+14,4488261,0480.60%+221
CORNING INC(GLW)04,124+4,12402170.12%+217
DOVER CORP(DOV)01,156+1,15602120.12%+212
INNOVATOR ETFS TRUST
US EQTY BUFR MAR
04,300+4,30002110.12%+211
ISHARES TR01,898+1,89802090.12%+209
BOOKING HOLDINGS INC(BKNG)036+3602080.12%+208
ISHARES TR2,8752,87504816860.39%+205
CREDO TECHNOLOGY GROUP HOLDI
ORDINARY SHARES
6,3904,802-1,5882414450.25%+204
AMPLIFY ETF TR02,323+2,32302010.11%+201
HONEYWELL INTL INC(HON)0860+86002000.11%+200
SKEENA RES LTD NEW(SKE)012,190+12,19001940.11%+194
CISCO SYS INC(CSCO)14,25314,174-797959830.56%+189
APPLE INC(AAPL)29,60428,945-6595,7515,9393.39%+187
SCHWAB STRATEGIC TR30,43030,973+5437259050.52%+180
HEWLETT PACKARD ENTERPRISE C(HPE)31,15631,194+384646380.36%+174
GE AEROSPACE(GE)2,0682,142+743775510.32%+174
VANGUARD SPECIALIZED FUNDS5,7285,973+2451,0491,2220.70%+174
VANGUARD SCOTTSDALE FDS
VNG RUS1000GRW
3,1404,095+9552764470.26%+171
SCHWAB STRATEGIC TR29,96331,655+1,6927288880.51%+160
VERTIV HOLDINGS CO(VRT)3,6783,287-3912644220.24%+159
BANK AMERICA CORP14,93714,841-965587020.40%+145
WALMART INC(WMT)13,51414,061+5471,2321,3750.79%+143
GEO GROUP INC NEW(GEO)12,00020,000+8,0003494790.27%+130
EATON CORP PLC(ETN)1,4531,460+73915210.30%+130
VANGUARD WORLD FD
INF TECH ETF
762768+63875090.29%+123
ROCKWELL AUTOMATION INC(ROK)1,1201,132+122553760.21%+121
NETFLIX INC(NFLX)440403-374235400.31%+117
SERVICENOW INC(NOW)480485+53824990.28%+116
EMERSON ELEC CO(EMR)4,3084,018-2904255360.31%+111
QUANTA SVCS INC1,0891,060-292934010.23%+107
ALPHABET INC(GOOG)5,8615,722-1399111,0150.58%+104
VANGUARD INDEX FDS3,9843,836-1489711,0740.61%+103
ADVANCED MICRO DEVICES INC(AMD)2,3702,197-1732093120.18%+103
THE REAL BROKERAGE INC(REAX)81,315105,695+24,3803764770.27%+101
APPLIED MATLS INC2,1512,15102973940.23%+97
DISNEY WALT CO(DIS)2,6662,554-1122213170.18%+96
STARBUCKS CORP(SBUX)7,2117,364+1535826750.39%+92
EMCOR GROUP INC(EME)57757702213090.18%+88
VISA INC(V)2,4262,503+778048890.51%+85
SCHWAB STRATEGIC TR24,38124,764+3836026850.39%+83
BANK NEW YORK MELLON CORP5,2805,28004004810.27%+81
SCHWAB STRATEGIC TR17,87918,493+6143874680.27%+81
VANGUARD TAX-MANAGED FDS4,7445,582+8382383180.18%+80
COSTCO WHSL CORP NEW(COST)3,5083,509+13,3953,4741.99%+79
QUALCOMM INC(QCOM)3,5103,475-354765530.32%+77
ISHARES TR1,9051,90502853590.21%+74
SCHLUMBERGER LTD(SLB)9,28311,566+2,2833173910.22%+74
CATERPILLAR INC(CAT)693703+102012730.16%+72
ABBVIE INC(ABBV)5,2155,191-248959640.55%+68
FTAI INFRASTRUCTURE INC(FIP)25,00025,0000871540.09%+67
MERCADOLIBRE INC(MELI)11911902463110.18%+65
ISHARES TR3,3863,541+1553233870.22%+64
VANGUARD WHITEHALL FDS3,8853,946+614685260.30%+58
CONFLUENT INC19,02018,611-4094094640.27%+55
INVESCO QUALITY MUN INCOME T(IQI)10,28015,554+5,274951460.08%+51
CORECIVIC INC(CXW)14,00017,000+3,0003073580.20%+51
M & T BK CORP(MTB)1,3961,389-72222690.15%+48
RTX CORPORATION(RTX)2,0072,094+872593060.17%+46
J P MORGAN EXCHANGE TRADED F
NASDAQ EQT PREM
7,9637,975+123884340.25%+46
ALPHABET INC(GOOG)7,8917,124-7671,2101,2550.72%+45
RBB FD INC
MOTLEY FOOL SML
8,5488,585+372603030.17%+44
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Fortitude Advisory Group L.L.C. — 13F Holdings — Q2 2025 | TickerTrail