Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
No holdings reported for quarter Q4 2019 |
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
APPLE INC | 11 | Q2 2024 | 9.9% |
MICROSOFT CORP | 11 | Q2 2024 | 7.7% |
SPDR S&P 500 ETF TR | 11 | Q2 2024 | 4.9% |
NVIDIA CORPORATION | 11 | Q2 2024 | 11.4% |
AMAZON COM INC COM | 11 | Q2 2024 | 3.5% |
PACCAR INC | 11 | Q2 2024 | 2.2% |
INVESCO QQQ TR | 11 | Q2 2024 | 1.7% |
COSTCO WHSL CORP NEW COM | 11 | Q2 2024 | 1.6% |
VANGUARD INDEX FDS | 11 | Q2 2024 | 1.6% |
ISHARES TR | 11 | Q2 2024 | 1.7% |
View Fortitude Advisory Group L.L.C.'s complete holdings history.
Latest filings
Type | Filed |
---|---|
N-PX | 2024-08-15 |
13F-HR | 2024-07-25 |
13F-HR | 2024-05-02 |
13F-HR | 2024-02-06 |
13F-HR | 2023-11-14 |
13F-HR | 2023-07-31 |
13F-HR | 2023-05-05 |
13F-HR | 2023-02-13 |
13F-HR | 2022-11-14 |
13F-HR | 2022-08-16 |
View Fortitude Advisory Group L.L.C.'s complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.