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)

#StockSharesValue% PortfolioType
1
NVDANVIDIA CORPORATION
136,728$21.6B12.34%
2
MSFTMICROSOFT CORP
27,213$13.5B7.73%
3
SPYSPDR S&P 500 ETF TR
10,401$6.4B3.67%
4
AMZNAMAZON COM INC
28,230$6.2B3.54%
5
AAPLAPPLE INC
28,945$5.9B3.39%
6
PULSPGIM ETF TR
81,944$4.1B2.33%
7
AVGOBROADCOM INC
13,332$3.7B2.10%
8
COSTCOSTCO WHSL CORP NEW
3,509$3.5B1.98%
9
AZA2Z CUST2MATE SOLUTIONS CORP
301,680$3.2B1.82%
10
PCARPACCAR INC
31,541$3.0B1.71%
11
VVVANGUARD INDEX FDS
9,428$2.7B1.54%
12
FTAIFTAI AVIATION LTD
21,667$2.5B1.42%
13
JPMJPMORGAN CHASE & CO.
8,417$2.4B1.39%
14
NDQINVESCO QQQ TR
4,157$2.3B1.31%
15
IEFISHARES TR
23,933$2.3B1.31%
16
BRK-BBERKSHIRE HATHAWAY INC DEL
3$2.2B1.25%
17
METAMETA PLATFORMS INC
2,910$2.1B1.23%
18
VTVVANGUARD INDEX FDS
10,006$1.8B1.01%
19
IVVISHARES TR
2,673$1.7B0.95%
20
TSLATESLA INC
5,152$1.6B0.94%
21
WMTWALMART INC
14,061$1.4B0.79%
22
ORCLORACLE CORP
6,223$1.4B0.78%
23
SCHXSCHWAB STRATEGIC TR
55,267$1.4B0.77%
24
GOOGLALPHABET INC
7,124$1.3B0.72%
25
VIGVANGUARD SPECIALIZED FUNDS
5,973$1.2B0.70%
26
IBMINTERNATIONAL BUSINESS MACHS
4,123$1.2B0.69%
27
DWDMORGAN STANLEY
8,287$1.2B0.67%
28
SGOVISHARES TR
10,722$1.1B0.62%
29
VOVANGUARD INDEX FDS
3,836$1.1B0.61%
30
AGNCAGNC INVT CORP
113,991$1.0B0.60%
31
GOOGALPHABET INC
5,722$1.0B0.58%
32
CSCOCISCO SYS INC
14,174$983.4M0.56%
33
LLYELI LILLY & CO
1,248$973.2M0.56%
34
ABBVABBVIE INC
5,191$963.6M0.55%
35
PCTPURECYCLE TECHNOLOGIES INC
70,000$959.0M0.55%
36
GLNGGOLAR LNG LTD
22,756$937.3M0.54%
37
SCHGSCHWAB STRATEGIC TR
30,973$904.7M0.52%
38
VVISA INC
2,503$888.8M0.51%
39
SCHMSCHWAB STRATEGIC TR
31,655$887.9M0.51%
40
DEDEERE & CO
1,681$855.0M0.49%
41
MUMICRON TECHNOLOGY INC
6,915$852.3M0.49%
42
VTIVANGUARD INDEX FDS
2,715$825.3M0.47%
43
BRK/BBERKSHIRE HATHAWAY INC DEL
1,591$772.9M0.44%
44
PGPROCTER AND GAMBLE CO
4,826$768.8M0.44%
45
7HPHP INC
30,070$735.5M0.42%
46
BACBANK AMERICA CORP
14,841$702.3M0.40%
47
SOXXISHARES TR
2,875$686.2M0.39%
48
SCHVSCHWAB STRATEGIC TR
24,764$685.2M0.39%
49
SBUXSTARBUCKS CORP
7,364$674.8M0.39%
50
VOOVANGUARD INDEX FDS
1,140$647.8M0.37%
51
HPEHEWLETT PACKARD ENTERPRISE C
31,194$637.9M0.36%
52
PHYS/USPROTT PHYSICAL GOLD TR
25,156$637.7M0.36%
53
CVXCHEVRON CORP NEW
4,432$634.7M0.36%
54
NZFNUVEEN MUNICIPAL CREDIT INC
52,453$625.2M0.36%
55
AGGISHARES TR
6,295$624.5M0.36%
56
MINMFS INTER INCOME TR
227,811$617.4M0.35%
57
BABOEING CO
2,855$598.2M0.34%
58
MAMASTERCARD INCORPORATED
1,057$593.9M0.34%
59
BNDVANGUARD BD INDEX FDS
8,035$591.6M0.34%
60
ISRGINTUITIVE SURGICAL INC
1,084$589.1M0.34%
61
QCOMQUALCOMM INC
3,475$553.4M0.32%
62
GEGE AEROSPACE
2,142$551.3M0.32%
63
NFLXNETFLIX INC
403$539.7M0.31%
64
EMREMERSON ELEC CO
4,018$535.7M0.31%
65
EPDENTERPRISE PRODS PARTNERS L
17,255$535.1M0.31%
66
VYMVANGUARD WHITEHALL FDS
3,946$526.0M0.30%
67
ETNEATON CORP PLC
1,460$521.2M0.30%
68
VGTVANGUARD WORLD FD
768$509.3M0.29%
69
NOWSERVICENOW INC
485$498.6M0.28%
70
JNJJOHNSON & JOHNSON
3,185$486.5M0.28%
71
GQ9SPDR GOLD TR
1,588$484.1M0.28%
72
GEVGE VERNOVA INC
911$482.1M0.28%
73
BKBANK NEW YORK MELLON CORP
5,280$481.1M0.27%
74
GEGGEO GROUP INC NEW
20,000$479.0M0.27%
75
REAXTHE REAL BROKERAGE INC
105,695$476.7M0.27%
76
NBBNUVEEN TAXABLE MUNICPAL INM
29,993$474.5M0.27%
77
SCHASCHWAB STRATEGIC TR
18,493$467.9M0.27%
78
CFLTCONFLUENT INC
18,611$464.0M0.27%
79
MRVLMARVELL TECHNOLOGY INC
5,928$458.8M0.26%
80
VONGVANGUARD SCOTTSDALE FDS
4,095$447.2M0.26%
81
NXPNUVEEN SELECT TAX-FREE INCOM
31,826$447.2M0.26%
82
CRDOCREDO TECHNOLOGY GROUP HOLDI
4,802$444.6M0.25%
83
FBNDFIDELITY MERRIMACK STR TR
9,588$438.7M0.25%
84
BLEBLACKROCK MUNI INCOME TR II
43,609$437.8M0.25%
85
JEPQJ P MORGAN EXCHANGE TRADED F
7,975$433.8M0.25%
86
TMOTHERMO FISHER SCIENTIFIC INC
1,058$429.0M0.25%
87
VRTVERTIV HOLDINGS CO
3,287$422.1M0.24%
88
MMTMFS MULTIMARKET INCOME TR
88,913$417.9M0.24%
89
AMTAMERICAN TOWER CORP NEW
1,886$416.8M0.24%
90
XNTKSPDR SERIES TRUST
1,742$413.3M0.24%
91
PWRQUANTA SVCS INC
1,060$400.8M0.23%
92
AMATAPPLIED MATLS INC
2,151$393.8M0.23%
93
SLBSCHLUMBERGER LTD
11,566$390.9M0.22%
94
BFKBLACKROCK MUN INCOME TR
40,514$388.5M0.22%
95
CPSDCALAMOS ETF TR
15,996$388.5M0.22%
96
IJRISHARES TR
3,541$387.0M0.22%
97
NADNUVEEN QUALITY MUNCP INCOME
33,970$383.5M0.22%
98
NUVNUVEEN MUN VALUE FD INC
43,488$377.9M0.22%
99
LINLINDE PLC
804$377.2M0.22%
100
KOCOCA COLA CO
5,332$377.2M0.22%
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