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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 $262,494,664
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Nvidia Corp
 NVDA 122,358 $27,944,116 10.65%
2.
Vanguard Bd Index Fds - VANGUARD ULTRA
 533,344 $26,427,198 10.07%
3.
Microsoft Corp
 MSFT 26,887 $13,790,328 5.25%
4.
Apple Inc.
 AAPL 19,662 $6,547,730 2.49%
5.
Amazon Com Inc
 AMZN 25,242 $6,289,044 2.4%
Insider Monkey Quarterly Strategy
+599.2% Insider Monkey Quarterly Strategy
+227% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
500%
250%
0%

Returns since its inception in May 2014 (through June 2, 2026)

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Past performance does not guarantee future returns. Click to see how the portfolio is constructed.