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Home > Institutional Investor > Fortitude Advisory Group L.l.c. > Profile

Instuitional Investor - Fortitude Advisory Group L.l.c.

Fund Profile
Filing Period:
Fund Name: Fortitude Advisory Group L.l.c.
Portfolio Value $166,552,521
Fund Holdings Sector Distribution
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Spdr Ser Tr
 494,778 $15,135,273 9.19%
2.
Apple Inc.
 AAPL 69,885 $13,454,923 8.17%
3.
Microsoft Corp
 MSFT 27,977 $10,520,374 6.38%
4.
Nvidia Corp
 NVDA 14,733 $7,296,112 4.43%
5.
Spdr S & P 500 Etf Trust
 SPY 11,407 $5,421,831 3.29%
Insider Monkey Quarterly Strategy
+246.9% Insider Monkey Quarterly Strategy
+107.5% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
200%
100%
0
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Returns since its inception in May 2014 (through Feb 16th, 2024)