Fund Holdings

Fortitude Advisory Group L.L.C.

Filing Period:
Securities
SharesValue ($K)
Q2 2025
Q3 2025
Change
Q2 2025
Q3 2025
Weight (%)
Change
NVIDIA CORPORATION(NVDA)136,728126,894-9,83421,601,68123,675,91312.72%+2,074,232
BROADCOM INC(AVGO)13,33214,349+1,0173,675,0174,733,9702.54%+1,058,953
APPLE INC(AAPL)28,94527,210-1,7355,938,5736,928,5643.72%+989,991
FTAI AVIATION LTD(FTAI)21,66720,343-1,3242,492,5723,394,4331.82%+901,861
SKEENA RES LTD NEW(SKE)12,19054,590+42,400194,0651,006,0940.54%+812,029
MICRON TECHNOLOGY INC(MU)6,9159,567+2,652852,2741,600,7500.86%+748,476
SPROTT ASSET MANAGEMENT LP(PHYS)025,156+25,1560745,1210.40%+745,121
AEHR TEST SYS(AEHR)022,291+22,2910671,1820.36%+671,182
MICROSOFT CORP(MSFT)27,21327,384+17113,535,83114,183,4947.62%+647,663
TESLA INC(TSLA)5,1524,833-3191,636,5842,149,3321.16%+512,748
NAVITAS SEMICONDUCTOR CORP(NVTS)067,495+67,4950487,3140.26%+487,314
ALPHABET INC(GOOG)7,1247,037-871,255,3771,710,5950.92%+455,218
ORACLE CORP(ORCL)6,2236,352+1291,360,4261,786,4800.96%+426,054
QUANTA SVCS INC1,0601,960+900400,765812,2630.44%+411,498
SPDR SERIES TRUST1,7422,942+1,200413,342800,9010.43%+387,559
ALPHABET INC(GOOG)5,7225,502-2201,015,0261,340,0120.72%+324,986
AMKOR TECHNOLOGY INC12,42419,580+7,156260,780556,0720.30%+295,292
BLOOM ENERGY CORP03,245+3,2450274,4300.15%+274,430
NEOS ETF TRUST04,840+4,8400262,3280.14%+262,328
GILEAD SCIENCES INC(GILD)02,131+2,1310236,5410.13%+236,541
ISHARES TR23,93326,181+2,2482,292,0632,525,4191.36%+233,356
ABBVIE INC(ABBV)5,1915,154-37963,6131,193,3500.64%+229,737
NORTHWEST NAT HLDG CO(NWN)04,982+4,9820223,8590.12%+223,859
ETFS GOLD TR(SGOL)06,075+6,0750223,6210.12%+223,621
VANGUARD INTL EQUITY INDEX F04,087+4,0870221,4180.12%+221,418
ARES MANAGEMENT CORPORATION(ARES)01,378+1,3780220,3280.12%+220,328
TJX COS INC NEW(TJX)2,9984,074+1,076370,167588,7900.32%+218,623
GOLDMAN SACHS GROUP INC(GS)0273+2730217,4040.12%+217,404
ISHARES TR0457+4570214,0630.12%+214,063
ISHARES INC03,199+3,1990210,8780.11%+210,878
PNC FINL SVCS GROUP INC(PNC)0996+9960200,1260.11%+200,126
CREDO TECHNOLOGY GROUP HOLDI4,8024,392-410444,617639,5190.34%+194,902
VANGUARD INDEX FDS2,7153,071+356825,2971,007,6720.54%+182,375
MAXLINEAR INC(MXL)010,000+10,0000160,8000.09%+160,800
VANGUARD INDEX FDS1,2281,765+537291,011448,8040.24%+157,793
PROSHARES TR011,622+11,6220157,0130.08%+157,013
GE VERNOVA INC(GEV)9111,023+112482,056629,0430.34%+146,987
CATERPILLAR INC(CAT)703876+173273,019418,1150.22%+145,096
VANGUARD INDEX FDS9,4289,168-2602,689,8082,822,4601.52%+132,652
HEWLETT PACKARD ENTERPRISE C(HPE)31,19431,1940637,917766,1250.41%+128,208
TAIWAN SEMICONDUCTOR MFG LTD(TSM)1,3721,561+189310,744435,9720.23%+125,228
VANGUARD SPECIALIZED FUNDS5,9736,236+2631,222,4941,345,6660.72%+123,172
GE AEROSPACE(GE)2,1422,232+90551,329671,4300.36%+120,101
ISHARES TR2,6732,659-141,659,5571,779,6190.96%+120,062
SPDR GOLD TR(GLD)1,5881,688+100484,070600,0330.32%+115,963
VANGUARD INDEX FDS1,1401,247+107647,783763,4620.41%+115,679
JOHNSON & JOHNSON(JNJ)3,1853,233+48486,509599,4630.32%+112,954
VANGUARD SCOTTSDALE FDS4,0954,538+443447,174546,8290.29%+99,655
VERTIV HOLDINGS CO(VRT)3,2873,451+164422,084520,6180.28%+98,534
THERMO FISHER SCIENTIFIC INC(TMO)1,0581,081+23428,977524,3070.28%+95,330
BANK NEW YORK MELLON CORP5,2805,2800481,061575,3090.31%+94,248
ISHARES TR2,8752,8750686,171779,3660.42%+93,195
BOEING CO(BA)2,8553,200+345598,208690,6560.37%+92,448
HOME DEPOT INC(HD)764919+155280,215372,1880.20%+91,973
CORNING INC(GLW)4,1243,742-382216,881306,9560.16%+90,075
VANGUARD INDEX FDS3,8363,954+1181,073,5661,161,5910.62%+88,025
WALMART INC(WMT)14,06114,178+1171,374,9321,461,2210.79%+86,289
PALANTIR TECHNOLOGIES INC(PLTR)2,2302,130-100303,994388,5550.21%+84,561
INVESCO QQQ TR4,1573,960-1972,293,1832,377,4881.28%+84,305
SCHWAB STRATEGIC TR55,26754,480-7871,350,7251,435,0030.77%+84,278
HP INC(HPQ)30,07030,0700735,512818,8060.44%+83,294
SPDR S&P 500 ETF TR(SPY)10,4019,770-6316,426,2566,508,5793.50%+82,323
SCHWAB STRATEGIC TR30,97330,903-70904,721986,1150.53%+81,394
ASE TECHNOLOGY HLDG CO LTD(ASX)24,98830,270+5,282258,126335,6940.18%+77,568
BERKSHIRE HATHAWAY INC DEL3302,186,4002,262,6001.22%+76,200
QUALCOMM INC(QCOM)3,4753,783+308553,429629,3400.34%+75,911
BANK AMERICA CORP14,84115,062+221702,276777,0490.42%+74,773
ALTRIA GROUP INC(MO)4,9215,466+545288,492361,0700.19%+72,578
MARVELL TECHNOLOGY INC(MRVL)5,9286,313+385458,844530,7520.29%+71,908
VANGUARD INDEX FDS10,0069,837-1691,768,3921,834,4300.99%+66,038
CHEVRON CORP NEW(CVX)4,4324,511+79634,669700,5680.38%+65,899
VANGUARD WORLD FD7687680509,323573,4070.31%+64,084
WESTERN ASSET MANAGED MUNS F26,69431,754+5,060264,271328,3360.18%+64,065
INVESCO QUALITY MUN INCOME T15,55420,861+5,307145,897205,4810.11%+59,584
RTX CORPORATION(RTX)2,0942,179+85305,746364,5890.20%+58,843
PACCAR INC(PCAR)31,54131,076-4652,998,2873,055,3921.64%+57,105
INVESCO VALUE MUN INCOME TR24,45626,600+2,144284,668333,8300.18%+49,162
ROCKWELL AUTOMATION INC(ROK)1,1321,210+78375,910422,8190.23%+46,909
APPLIED MATLS INC2,1512,1510393,784440,3960.24%+46,612
NORTHROP GRUMMAN CORP(NOC)459452-7229,574275,6450.15%+46,071
KKR INCOME OPPORTUNITIES FD12,50116,066+3,565157,013202,4320.11%+45,419
LOCKHEED MARTIN CORP(LMT)688725+37318,640361,9270.19%+43,287
SCHWAB STRATEGIC TR18,49318,116-377467,873505,4360.27%+37,563
NUVEEN MUNICIPAL CREDIT INC(NZF)52,45352,734+281625,236662,3350.36%+37,099
ISHARES TR6,2956,591+296624,462660,7460.36%+36,284
SCHWAB STRATEGIC TR31,65531,140-515887,923922,9900.50%+35,067
METAGENOMI INC38,49038,740+25056,96591,8140.05%+34,849
XYLEM INC(XYL)2,0001,990-10258,684293,4830.16%+34,799
EXXON MOBIL CORP2,5622,740+178276,180308,8880.17%+32,708
INVESCO EXCH TRADED FD TR II1,8451,954+109207,514236,5590.13%+29,045
BLACKROCK MUNIYIELD FD INC32,07633,172+1,096322,041350,2940.19%+28,253
NUVEEN AMT FREE QLTY MUN INC25,71627,087+1,371280,819308,5210.17%+27,702
IMMUTEP LTD12,10026,500+14,40019,84446,3750.02%+26,531
VANGUARD TAX-MANAGED FDS5,5825,737+155318,216343,7820.18%+25,566
AMGEN INC(AMGN)1,2301,293+63343,498364,9550.20%+21,457
PIMCO ACCESS INCOME FUND17,81817,8180269,230289,8990.16%+20,669
VANGUARD WHITEHALL FDS3,9463,878-68526,041546,6040.29%+20,563
UNITEDHEALTH GROUP INC(UNH)1,0811,036-45337,318357,8170.19%+20,499
ISHARES TR1,8981,8980208,970229,1270.12%+20,157
FTAI INFRASTRUCTURE INC25,00040,000+15,000154,250174,4000.09%+20,150
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