Fortitude Advisory Group L.L.C. Q2 2025 Filing

Filed July 22, 2025

Portfolio Value

$175.0B

Holdings

217

Report Date

Q2 2025

Filing Type

13F-HR

All Holdings (217 positions)

StockValue
ROKROCKWELL AUTOMATION INC
$375.9M
SHVISHARES TR
$372.4M
ETENERGY TRANSFER L P
$371.7M
TJXTJX COS INC NEW
$370.2M
SYKSTRYKER CORPORATION
$369.1M
LOWLOWES COS INC
$368.5M
MCRMFS CHARTER INCOME TR
$363.9M
CPNMCALAMOS ETF TR
$363.0M
JFRNUVEEN FLOATING RATE INCOME
$361.6M
ITA*ISHARES TR
$359.4M
CXWCORECIVIC INC
$358.2M
XEVVXEATON VANCE LIMITED DURATION
$357.3M
GBABGUGGENHEIM TAXABLE MUNICP BO
$344.4M
AMGNAMGEN INC
$343.5M
T7DTRANSDIGM GROUP INC
$342.1M
DONSPDR DOW JONES INDL AVERAGE
$338.4M
UNHUNITEDHEALTH GROUP INC
$337.3M
BKTBLACKROCK INCOME TR INC
$330.7M
PFEPFIZER INC
$322.2M
MYDBLACKROCK MUNIYIELD FD INC
$322.0M
LMTLOCKHEED MARTIN CORP
$318.6M
VEAVANGUARD TAX-MANAGED FDS
$318.2M
FTHYFIRST TR HIGH YIELD OPPRT 20
$316.9M
DISDISNEY WALT CO
$316.7M
BACVERIZON COMMUNICATIONS INC
$313.9M
AMDADVANCED MICRO DEVICES INC
$311.8M
MLB1MERCADOLIBRE INC
$311.0M
TSMTAIWAN SEMICONDUCTOR MFG LTD
$310.7M
SOSOUTHERN CO
$310.7M
EMEEMCOR GROUP INC
$308.6M
RTXRTX CORPORATION
$305.7M
PLTRPALANTIR TECHNOLOGIES INC
$304.0M
TMFSRBB FD INC
$303.5M
FLOTISHARES TR
$302.3M
KMIKINDER MORGAN INC DEL
$300.5M
HYGISHARES TR
$298.2M
CRMSALESFORCE INC
$296.4M
PRMBPRIMO BRANDS CORPORATION
$296.2M
VBVANGUARD INDEX FDS
$291.0M
MOALTRIA GROUP INC
$288.5M
VDCVANGUARD WORLD FD
$285.7M
THTARGET HOSPITALITY CORP
$284.8M
IIMINVESCO VALUE MUN INCOME TR
$284.7M
XNEAXNUVEEN AMT FREE QLTY MUN INC
$280.8M
HDHOME DEPOT INC
$280.2M
ABTABBOTT LABS
$280.2M
ETBEATON VANCE TAX MNGED BUY WR
$277.8M
XOMEXXON MOBIL CORP
$276.2M
TTENTOTALENERGIES SE
$275.8M
CATCATERPILLAR INC
$273.0M
WELLWELLTOWER INC
$271.9M
NMINUVEEN MUN INCOME FD INC
$270.5M
MTBM & T BK CORP
$269.5M
PAXSPIMCO ACCESS INCOME FUND
$269.2M
INTUINTUIT
$268.6M
MRKMERCK & CO INC
$266.1M
MMUWESTERN ASSET MANAGED MUNS F
$264.3M
MGFMFS GOVT MKTS INCOME TR
$261.9M
BSJPINVESCO EXCH TRD SLF IDX FD
$261.6M
AMKRAMKOR TECHNOLOGY INC
$260.8M
MHDBLACKROCK MUNIHOLDINGS FD IN
$259.0M
XYLXYLEM INC
$258.7M
ASXASE TECHNOLOGY HLDG CO LTD
$258.1M
NMAINUVEEN MULTI ASSET INCOME FU
$257.6M
GISGENERAL MLS INC
$255.8M
ODFLOLD DOMINION FREIGHT LINE IN
$254.2M
VNLAJANUS DETROIT STR TR
$246.0M
PANWPALO ALTO NETWORKS INC
$245.0M
FIDUFIDELITY COVINGTON TRUST
$242.1M
CBCHUBB LIMITED
$238.7M
IBITISHARES BITCOIN TRUST ETF
$236.0M
ALKALASKA AIR GROUP INC
$234.0M
NOCNORTHROP GRUMMAN CORP
$229.6M
XEFRXEATON VANCE SR FLTNG RTE TR
$225.6M
ICFISHARES TR
$221.8M
AQLTISHARES TR
$221.3M
NVGNUVEEN AMT FREE MUN CR INC F
$218.2M
DSMBNY MELLON STRATEGIC MUN BD
$217.1M
GLWCORNING INC
$216.9M
PFFAETFIS SER TR I
$214.6M
TRVTRAVELERS COMPANIES INC
$214.1M
AEPAMERICAN ELEC PWR CO INC
$213.7M
NEENEXTERA ENERGY INC
$213.5M
DOVDOVER CORP
$211.8M
DUKDUKE ENERGY CORP NEW
$211.1M
BMARINNOVATOR ETFS TRUST
$210.9M
BLWBLACKROCK LTD DURATION INCOM
$210.6M
IVWISHARES TR
$209.0M
BKNGBOOKING HOLDINGS INC
$208.4M
KLMNINVESCO EXCH TRADED FD TR II
$207.5M
JPCNUVEEN PFD & INCOME OPPORTUN
$205.0M
HACKAMPLIFY ETF TR
$200.6M
HONHONEYWELL INTL INC
$200.3M
SKE.TOSKEENA RES LTD NEW
$194.1M
BKNBLACKROCK INVT QUALITY MUN T
$190.1M
MUABLACKROCK MUNIASSETS FD INC
$189.2M
VVRINVESCO SR INCOME TR
$185.7M
PIMPUTNAM MASTER INTER INCOME T
$176.9M
JRSNUVEEN REAL ESTATE INCOME FD
$171.9M
LEOBNY MELLON STRATEGIC MUNS IN
$165.0M
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