Fortitude Advisory Group L.L.C.
Institutional InvestorSimilar funds →SEC EDGAR: CIK 1928999
Institutional-grade research for retail investors
13F Reported Value
ⓘ$222.3M
incl. option notional
Equity Holdings
ⓘ$222.1M
Option Notional
ⓘ$180,800
$0 puts / $180,800 calls
Holdings
225
Latest Filing
2026-03-31
Filing Quarter
Q1 2026
Portfolio Overview
Fortitude Advisory Group L.L.C. disclosed 225 positions worth $222.3M in its Form 13F-HR for Q1 2026 — $222.1M in common stock plus $180,800 of put/call option positions (reported at underlying notional value, not premium at risk), followed by $NVDA and $MSFT. During the quarter the fund opened 15 new positions and exited 14 — including a new stake in $CEG and a full exit from $BLE. The portfolio is most concentrated in Other (40.4% of disclosed assets). All figures are sourced directly from Fortitude Advisory Group L.L.C.’s Form 13F-HR filing with the SEC under CIK 1928999.
AI Fund Analysis
DiversifyingSector Allocation
OtherTechnologyIndustrialsConsumer DiscretionaryFinancialsUtilities
AUM History
Top Equity Holdings by Value
Option Positions
13F rules report options at the value of the underlying shares (notional) — not the premium paid or capital at risk. Shown separately from the equity sleeve above.
$ONDSCALL$181K notional
Quarterly Activity — Q1 2026
Click any card to unlockTop Holdings
AI Quality Scored
VANGUARD BD INDEX FDS
—Quality
$27.3M548,519 sh- 90.2#1
Quality
$22.0M126,086 sh - 83.7#15
Quality
$9.9M26,828 sh - 76.1
Quality
$6.4M25,098 sh - —
Quality
$5.9M9,002 sh - 74.6
Quality
$5.4M25,883 sh - 86.4
Quality
$4.4M14,069 sh PGIM ETF TR
—Quality
$3.7M74,881 sh- 56.5
Quality
$3.6M31,042 sh - 67.0
Quality
$3.6M3,591 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
| VANGUARD BD INDEX FDS | — | $27.3M | 548,519 |
 NVIDIA CORP$NVDA | 90.2#1 | $22.0M | 126,086 |
 MICROSOFT CORP$MSFT | 83.7#15 | $9.9M | 26,828 |
 Apple Inc.$AAPL | 76.1 | $6.4M | 25,098 |
 SPDR S&P 500 ETF TRUST$SPY | — | $5.9M | 9,002 |
 AMAZON COM INC$AMZN | 74.6 | $5.4M | 25,883 |
 Broadcom Inc.$AVGO | 86.4 | $4.4M | 14,069 |
| PGIM ETF TR | — | $3.7M | 74,881 |
 PACCAR INC$PCAR | 56.5 | $3.6M | 31,042 |
 COSTCO WHOLESALE CORP /NEW$COST | 67.0 | $3.6M | 3,591 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of Fortitude Advisory Group L.L.C.'s 225 positions.
Showing top 10 of 225 holdings.
Sector Allocation
Other
$89.6M
Technology
$65.9M
Industrials
$20.7M
Consumer Discretionary
$11.9M
Financials
$11.2M
Utilities
$5.6M
Healthcare
$5.1M
Energy
$5.1M
Full Holdings — Fortitude Advisory Group L.L.C. (Q1 2026)
All 225 disclosed positions from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | — | VANGUARD BD INDEX FDS | $27.3M | 12.3% | +8% | — |
| 2 | $NVDA | NVIDIA CORP | $22.0M | 9.9% | -1% | 90.2 |
| 3 | $MSFT | MICROSOFT CORP | $9.9M | 4.5% | -2% | 83.7 |
| 4 | $AAPL | Apple Inc. | $6.4M | 2.9% | -3% | 76.1 |
| 5 | $SPY | SPDR S&P 500 ETF TRUST | $5.9M | 2.6% | -7% | — |
| 6 | $AMZN | AMAZON COM INC | $5.4M | 2.4% | +0% | 74.6 |
| 7 | $AVGO | Broadcom Inc. | $4.4M | 2.0% | -12% | 86.4 |
| 8 | — | PGIM ETF TR | $3.7M | 1.7% | -3% | — |
| 9 | $PCAR | PACCAR INC | $3.6M | 1.6% | -1% | 56.5 |
| 10 | $COST | COSTCO WHOLESALE CORP /NEW | $3.6M | 1.6% | +3% | 67 |
| 11 |  $MU | MICRON TECHNOLOGY INC | $3.5M | 1.6% | +8% | 88.4 |
| 12 |  $FTAI | FTAI Aviation Ltd. | $3.4M | 1.5% | -32% | — |
| 13 | — | VANGUARD INDEX FDS | $2.7M | 1.2% | -0% | — |
| 14 |  $AZ | A2Z CUST2MATE SOLUTIONS CORP. | $2.7M | 1.2% | +18% | — |
| 15 | — | ISHARES TR | $2.5M | 1.1% | -3% | — |
| 16 | — | VANGUARD INDEX FDS | $2.4M | 1.1% | +16% | — |
| 17 |  $JPM | JPMORGAN CHASE & CO | $2.4M | 1.1% | +11% | 35.6 |
| 18 |  $TSLA | Tesla, Inc. | $2.2M | 1.0% | +14% | 50.1 |
| 19 |  $GOOG | Alphabet Inc. | $2.1M | 0.9% | -6% | 80.2 |
| 20 |  $QQQ | INVESCO QQQ TRUST, SERIES 1 | $2.0M | 0.9% | -10% | — |
| 21 |  $PWR | QUANTA SERVICES, INC. | $1.7M | 0.8% | -1% | 62.6 |
| 22 | — | VANGUARD INDEX FDS | $1.7M | 0.8% | +22% | — |
| 23 | — | VANGUARD SPECIALIZED FUNDS | $1.6M | 0.7% | +15% | — |
| 24 |  $CEG | Constellation Energy Corp | $1.6M | 0.7% | NEW | 62.5 |
| 25 |  $VRT | Vertiv Holdings Co | $1.6M | 0.7% | +70% | 82.7 |
| 26 | — | ISHARES TR | $1.6M | 0.7% | -7% | — |
| 27 |  $META | Meta Platforms, Inc. | $1.5M | 0.7% | -35% | 80.9 |
| 28 |  $GOOGL | Alphabet Inc. | $1.5M | 0.7% | -10% | 80.2 |
| 29 | — | SCHWAB STRATEGIC TR | $1.4M | 0.7% | +0% | — |
| 30 |  $BRK.A | BERKSHIRE HATHAWAY INC | $1.4M | 0.7% | -33% | 64.5 |
| 31 |  $SKE | Skeena Resources Ltd | $1.3M | 0.6% | -24% | — |
| 32 |  $WMT | Walmart Inc. | $1.3M | 0.6% | -22% | 63.2 |
| 33 |  $GEV | GE Vernova Inc. | $1.3M | 0.6% | +7% | 70.1 |
| 34 |  $MHD | BLACKROCK MUNIHOLDINGS FUND, INC. | $1.2M | 0.5% | +354% | — |
| 35 |  $LLY | ELI LILLY & Co | $1.2M | 0.5% | +35% | 89.3 |
| 36 |  $MRVL | Marvell Technology, Inc. | $1.2M | 0.5% | +60% | 77.3 |
| 37 |  $TLN | Talen Energy Corp | $1.1M | 0.5% | NEW | 66.5 |
| 38 |  $ABBV | AbbVie Inc. | $1.1M | 0.5% | +2% | 59.3 |
| 39 | — | VANGUARD INDEX FDS | $1.1M | 0.5% | -10% | — |
| 40 | — | ISHARES TR | $1.1M | 0.5% | +3% | — |
| 41 | — | VANGUARD INDEX FDS | $1.1M | 0.5% | -1% | — |
| 42 |  $CSCO | CISCO SYSTEMS, INC. | $1.1M | 0.5% | -3% | 72.3 |
| 43 |  $AEHR | AEHR TEST SYSTEMS | $1.1M | 0.5% | +36% | 16.3 |
| 44 |  $MS | MORGAN STANLEY | $1.0M | 0.5% | +0% | — |
| 45 | — | ISHARES TR | $996,371 | 0.5% | -1% | — |
| 46 | — | SCHWAB STRATEGIC TR | $996,355 | 0.5% | +0% | — |
| 47 |  $IBM | INTERNATIONAL BUSINESS MACHINES CORP | $962,411 | 0.4% | +1% | 66.7 |
| 48 |  $CVX | CHEVRON CORP | $933,813 | 0.4% | +0% | 54.7 |
| 49 | — | SCHWAB STRATEGIC TR | $910,079 | 0.4% | +1% | — |
| 50 |  $AMKR | AMKOR TECHNOLOGY, INC. | $903,527 | 0.4% | +2% | 53 |
| 51 |  $PHYS | Sprott Physical Gold Trust | $891,529 | 0.4% | +0% | — |
| 52 |  $SLB | SLB LIMITED/NV | $885,604 | 0.4% | +50% | 63.2 |
| 53 |  $AGNC | AGNC Investment Corp. | $882,640 | 0.4% | -2% | — |
| 54 |  $NRG | NRG ENERGY, INC. | $872,894 | 0.4% | NEW | 59.5 |
| 55 | — | VANGUARD BD INDEX FDS | $845,019 | 0.4% | +36% | — |
| 56 | — | ISHARES TR | $839,723 | 0.4% | +15% | — |
| 57 |  $PG | PROCTER & GAMBLE Co | $751,486 | 0.3% | +3% | 72.9 |
| 58 | — | SCHWAB STRATEGIC TR | $748,196 | 0.3% | +0% | — |
| 59 |  $HPE | Hewlett Packard Enterprise Co | $742,110 | 0.3% | -0% | 52.5 |
| 60 |  $JNJ | JOHNSON & JOHNSON | $736,987 | 0.3% | -2% | 72.8 |
| 61 |  $AMAT | APPLIED MATERIALS INC /DE | $735,190 | 0.3% | +0% | 74.8 |
| 62 |  $BRK.B | BERKSHIRE HATHAWAY INC | $732,697 | 0.3% | +3% | 64.5 |
| 63 |  $BAC | BANK OF AMERICA CORP /DE/ | $728,325 | 0.3% | -0% | 68.4 |
| 64 | — | VANGUARD INDEX FDS | $727,779 | 0.3% | +128% | — |
| 65 |  $TSM | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | $724,227 | 0.3% | +31% | — |
| 66 |  $TJX | TJX COMPANIES INC /DE/ | $722,889 | 0.3% | +44% | 70.7 |
| 67 |  $GLD | SPDR GOLD TRUST | $713,851 | 0.3% | -2% | — |
| 68 |  $ASX | ASE Technology Holding Co., Ltd. | $706,660 | 0.3% | +7% | — |
| 69 |  $EPD | ENTERPRISE PRODUCTS PARTNERS L.P. | $690,137 | 0.3% | +0% | 66.4 |
| 70 |  $BA | BOEING CO | $657,197 | 0.3% | +204% | 51.8 |
| 71 |  $CAT | CATERPILLAR INC | $650,561 | 0.3% | +7% | 67.8 |
| 72 |  $NZF | Nuveen Municipal Credit Income Fund | $647,193 | 0.3% | +1% | — |
| 73 | — | ISHARES TR | $628,007 | 0.3% | +41% | — |
| 74 |  $__PARK_1390777 | Bank of New York Mellon Corp | $626,366 | 0.3% | +0% | 36.7 |
| 75 | — | FIDELITY MERRIMACK STR TR | $618,927 | 0.3% | -97% | — |
| 76 | — | ISHARES TR | $609,897 | 0.3% | +42% | — |
| 77 |  $VST | Vistra Corp. | $607,484 | 0.3% | NEW | 62.9 |
| 78 | — | VANGUARD WHITEHALL FDS | $604,840 | 0.3% | +0% | — |
| 79 | — | SPDR SERIES TRUST | $597,866 | 0.3% | -10% | — |
| 80 |  $MQY | BLACKROCK MUNIYIELD QUALITY FUND, INC. | $589,406 | 0.3% | NEW | — |
| 81 |  $LRCX | LAM RESEARCH CORP | $587,992 | 0.3% | +87% | 82.4 |
| 82 |  $GE | GENERAL ELECTRIC CO | $583,715 | 0.3% | -9% | 74.8 |
| 83 | — | ISHARES TR | $572,213 | 0.3% | -10% | — |
| 84 |  $MIN | ABERDEEN INTERMEDIATE INCOME FUND | $571,806 | 0.3% | +0% | — |
| 85 |  $GLW | CORNING INC /NY | $548,775 | 0.3% | +2% | 72.7 |
| 86 |  $SBUX | STARBUCKS CORP | $548,153 | 0.3% | +0% | 54.6 |
| 87 |  $MA | Mastercard Inc | $543,588 | 0.2% | +0% | 81.7 |
| 88 | — | VANGUARD WORLD FD | $535,978 | 0.2% | +0% | — |
| 89 |  $EMR | EMERSON ELECTRIC CO | $533,120 | 0.2% | +3% | 65.9 |
| 90 | — | VANGUARD INDEX FDS | $532,822 | 0.2% | +31% | — |
| 91 |  $QCOM | QUALCOMM INC/DE | $530,316 | 0.2% | +11% | 81.9 |
| 92 |  $HPQ | HP INC | $529,466 | 0.2% | +83% | 58.9 |
| 93 |  $V | VISA INC. | $529,293 | 0.2% | -23% | 83.5 |
| 94 |  $ET | Energy Transfer LP | $521,212 | 0.2% | +11% | 64.5 |
| 95 |  $NFLX | NETFLIX INC | $504,307 | 0.2% | +5% | 86.7 |
| 96 | — | VANGUARD SCOTTSDALE FDS | $498,511 | 0.2% | +0% | — |
| 97 | — | VANGUARD TAX-MANAGED FDS | $495,360 | 0.2% | +3% | — |
| 98 | — | SCHWAB STRATEGIC TR | $492,005 | 0.2% | +0% | — |
| 99 |  $TMO | THERMO FISHER SCIENTIFIC INC. | $486,123 | 0.2% | +0% | 63.7 |
| 100 |  $ORCL | ORACLE CORP | $485,848 | 0.2% | -9% | 67.2 |
| 101 |  $NBB | Nuveen Taxable Municipal Income Fund | $469,298 | 0.2% | +0% | — |
| 102 |  $ETN | Eaton Corp plc | $467,475 | 0.2% | -7% | — |
| 103 |  $ALMU | Aeluma, Inc. | $463,844 | 0.2% | NEW | — |
| 104 |  $XOM | EXXON MOBIL CORP | $460,738 | 0.2% | -1% | 61.8 |
| 105 |  $NXP | NUVEEN SELECT TAX FREE INCOME PORTFOLIO | $456,708 | 0.2% | +0% | — |
| 106 |  $LMT | LOCKHEED MARTIN CORP | $452,688 | 0.2% | -3% | 65 |
| 107 |  $ISRG | INTUITIVE SURGICAL INC | $452,231 | 0.2% | +3% | 81.4 |
| 108 |  $AMGN | AMGEN INC | $449,069 | 0.2% | -1% | 79.5 |
| 109 |  $DE | DEERE & CO | $446,697 | 0.2% | -23% | 57.4 |
| 110 | — | SCHWAB STRATEGIC TR | $440,229 | 0.2% | -55% | — |
| 111 |  $BE | Bloom Energy Corp | $439,665 | 0.2% | +0% | 54.4 |
| 112 |  $IVZ | Invesco Ltd. | $437,623 | 0.2% | +45% | — |
| 113 |  $ROK | ROCKWELL AUTOMATION, INC | $411,520 | 0.2% | -5% | 68.2 |
| 114 |  $MMT | ABERDEEN MULTI-MARKET INCOME FUND | $410,777 | 0.2% | +0% | — |
| 115 |  $AMD | ADVANCED MICRO DEVICES INC | $407,674 | 0.2% | +0% | 78.8 |
| 116 |  $HD | HOME DEPOT, INC. | $404,609 | 0.2% | +29% | 69.2 |
| 117 |  $AMT | AMERICAN TOWER CORP /MA/ | $400,363 | 0.2% | +19% | 69.8 |
| 118 | — | ISHARES TR | $397,294 | 0.2% | +7% | — |
| 119 |  $LIN | LINDE PLC | $397,104 | 0.2% | -1% | — |
| 120 |  $RTX | RTX Corp | $396,961 | 0.2% | -6% | 70 |
| 121 |  $TTE | TotalEnergies SE | $396,127 | 0.2% | -0% | — |
| 122 |  $NAD | Nuveen Quality Municipal Income Fund | $390,655 | 0.2% | +0% | — |
| 123 |  $NUV | NUVEEN MUNICIPAL VALUE FUND INC | $389,878 | 0.2% | +0% | — |
| 124 |  $KO | COCA COLA CO | $389,768 | 0.2% | -2% | 74 |
| 125 | — | CALAMOS ETF TR | $383,823 | 0.2% | +0% | — |
| 126 | — | PIMCO ETF TR | $379,271 | 0.2% | NEW | — |
| 127 |  $CRDO | Credo Technology Group Holding Ltd | $374,541 | 0.2% | -9% | — |
| 128 | — | ISHARES INC | $364,025 | 0.2% | +5% | — |
| 129 |  $MO | ALTRIA GROUP, INC. | $363,152 | 0.2% | +1% | 72.1 |
| 130 | — | FIDELITY COVINGTON TRUST | $358,321 | 0.2% | +28% | — |
| 131 | — | CALAMOS ETF TR | $356,657 | 0.2% | +0% | — |
| 132 |  $EME | EMCOR Group, Inc. | $348,482 | 0.2% | -4% | 71.7 |
| 133 |  $VZ | VERIZON COMMUNICATIONS INC | $348,449 | 0.2% | -2% | 71.6 |
| 134 |  $MCR | MFS CHARTER INCOME TRUST | $346,736 | 0.2% | +0% | — |
| 135 |  $JFR | NUVEEN FLOATING RATE INCOME FUND | $344,271 | 0.1% | +0% | — |
| 136 |  $NOC | NORTHROP GRUMMAN CORP /DE/ | $338,918 | 0.1% | +0% | 60.5 |
| 137 |  $MRK | Merck & Co., Inc. | $337,330 | 0.1% | -20% | 70.9 |
| 138 |  $KMI | KINDER MORGAN, INC. | $332,696 | 0.1% | -2% | 74.6 |
| 139 |  $GBAB | Guggenheim Taxable Municipal Bond & Investment Grade Debt Trust | $331,992 | 0.1% | +0% | — |
| 140 |  $EVV | Eaton Vance Ltd Duration Income Fund | $329,083 | 0.1% | +0% | — |
| 141 |  $SO | SOUTHERN CO | $328,731 | 0.1% | +2% | 65.1 |
| 142 |  $VLO | VALERO ENERGY CORP/TX | $327,628 | 0.1% | +0% | 51.4 |
| 143 |  $MMU | WESTERN ASSET MANAGED MUNICIPALS FUND INC. | $326,431 | 0.1% | +0% | — |
| 144 |  $IIM | Invesco Value Municipal Income Trust | $323,456 | 0.1% | +0% | — |
| 145 | — | ISHARES TR | $309,976 | 0.1% | -68% | — |
| 146 | — | ISHARES TR | $307,348 | 0.1% | +0% | — |
| 147 |  $BKT | BLACKROCK INCOME TRUST, INC. | $305,154 | 0.1% | +0% | — |
| 148 | — | NUVEEN AMT FREE QLTY MUN INC | $304,187 | 0.1% | +0% | — |
| 149 |  $WELL | WELLTOWER INC. | $303,287 | 0.1% | -1% | 75.7 |
| 150 | — | VANGUARD INTL EQUITY INDEX F | $303,257 | 0.1% | +13% | — |
| 151 |  $MTB | M&T BANK CORP | $302,638 | 0.1% | +4% | 64.1 |
| 152 |  $TDG | TransDigm Group INC | $297,853 | 0.1% | NEW | 75.4 |
| 153 | — | ISHARES TR | $291,316 | 0.1% | -59% | — |
| 154 | — | RBB FD INC | $291,104 | 0.1% | +2% | — |
| 155 | — | VANGUARD WORLD FD | $289,825 | 0.1% | +0% | — |
| 156 | — | FIRST TR HIGH YIELD OPPRT 20 | $288,744 | 0.1% | +0% | — |
| 157 |  $PFE | PFIZER INC | $285,543 | 0.1% | -8% | 69 |
| 158 |  $UNH | UNITEDHEALTH GROUP INC | $281,752 | 0.1% | -1% | 66.8 |
| 159 |  $NMI | NUVEEN MUNICIPAL INCOME FUND INC | $281,314 | 0.1% | +0% | — |
| 160 | — | ISHARES INC | $280,690 | 0.1% | -10% | — |
| 161 |  $NMAI | Nuveen Multi-Asset Income Fund | $280,463 | 0.1% | +0% | — |
| 162 | — | J P MORGAN EXCHANGE TRADED F | $280,054 | 0.1% | NEW | — |
| 163 |  $MUA | BLACKROCK MUNIASSETS FUND, INC. | $277,589 | 0.1% | +44% | — |
| 164 |  $ETB | Eaton Vance Tax-Managed Buy-Write Income Fund | $277,460 | 0.1% | +0% | — |
| 165 |  $AEP | AMERICAN ELECTRIC POWER CO INC | $270,287 | 0.1% | +0% | 75.4 |
| 166 |  $NEE | NEXTERA ENERGY INC | $267,959 | 0.1% | -2% | 71.7 |
| 167 |  $ODFL | OLD DOMINION FREIGHT LINE, INC. | $266,330 | 0.1% | -11% | 68.1 |
| 168 |  $DNN | DENISON MINES CORP. | $264,750 | 0.1% | +0% | — |
| 169 |  $NWN | Northwest Natural Holding Co | $262,926 | 0.1% | -2% | 53.5 |
| 170 | — | VANGUARD SCOTTSDALE FDS | $258,172 | 0.1% | -5% | — |
| 171 |  $PAXS | PIMCO Access Income Fund | $256,757 | 0.1% | +0% | — |
| 172 |  $EFT | Eaton Vance Floating-Rate Income Trust | $256,125 | 0.1% | +5% | — |
| 173 | — | NEOS ETF TRUST | $252,773 | 0.1% | +0% | — |
| 174 |  $AEE | AMEREN CORP | $249,408 | 0.1% | +4% | 63.5 |
| 175 |  $SHEL | Shell plc | $247,566 | 0.1% | NEW | — |
| 176 |  $DIS | Walt Disney Co | $246,921 | 0.1% | +3% | 68.9 |
| 177 |  $MGF | ABERDEEN GOVERNMENT MARKETS INCOME FUND | $246,751 | 0.1% | +0% | — |
| 178 | — | JANUS DETROIT STR TR | $244,300 | 0.1% | +0% | — |
| 179 | $IVZ | Invesco Ltd. | $242,969 | 0.1% | NEW | — |
| 180 | — | ISHARES TR | $240,187 | 0.1% | -91% | — |
| 181 | — | ISHARES TR | $238,760 | 0.1% | -22% | — |
| 182 |  $XYL | Xylem Inc. | $238,402 | 0.1% | +0% | 65.6 |
| 183 | — | VANGUARD SCOTTSDALE FDS | $237,205 | 0.1% | +16% | — |
| 184 | — | ETFIS SER TR I | $236,726 | 0.1% | -2% | — |
| 185 |  $NVG | Nuveen AMT-Free Municipal Credit Income Fund | $235,293 | 0.1% | +0% | — |
| 186 | — | PROSHARES TR | $233,325 | 0.1% | NEW | — |
| 187 |  $DSM | BNY MELLON STRATEGIC MUNICIPAL BOND FUND, INC. | $232,960 | 0.1% | +0% | — |
| 188 |  $JPC | Nuveen Preferred & Income Opportunities Fund | $231,620 | 0.1% | +0% | — |
| 189 |  $GILD | GILEAD SCIENCES, INC. | $230,518 | 0.1% | -24% | 77.8 |
| 190 |  $DUK | Duke Energy CORP | $228,354 | 0.1% | +1% | 64 |
| 191 | — | ISHARES TR | $224,475 | 0.1% | +0% | — |
| 192 | — | ISHARES TR | $223,556 | 0.1% | +1% | — |
| 193 | — | INNOVATOR ETFS TRUST | $220,031 | 0.1% | +0% | — |
| 194 |  $PNC | PNC FINANCIAL SERVICES GROUP, INC. | $215,997 | 0.1% | +5% | 70.9 |
| 195 |  $PANW | Palo Alto Networks Inc | $215,470 | 0.1% | +4% | 66.5 |
| 196 | — | ISHARES TR | $214,683 | 0.1% | +0% | — |
| 197 | — | EATON VANCE SR FLTNG RTE TR | $209,520 | 0.1% | +0% | — |
| 198 |  $TYG | TORTOISE ENERGY INFRASTRUCTURE CORP | $204,036 | 0.1% | NEW | — |
| 199 |  $SIVR | abrdn Silver ETF Trust | $203,730 | 0.1% | -10% | — |
| 200 |  $IQI | Invesco Quality Municipal Income Trust | $200,683 | 0.1% | +0% | — |
| 201 |  $MHF | WESTERN ASSET MUNICIPAL HIGH INCOME FUND INC. | $191,905 | 0.1% | +0% | — |
| 202 |  $MYI | BLACKROCK MUNIYIELD QUALITY FUND III, INC. | $189,285 | 0.1% | NEW | — |
| 203 |  $BLW | BLACKROCK Ltd DURATION INCOME TRUST | $187,005 | 0.1% | +0% | — |
| 204 |  $ONDSCALL | Ondas Inc. | $180,800 | — | +0% | 31.8 |
| 205 |  $KIO | KKR Income Opportunities Fund | $176,726 | 0.1% | +0% | — |
| 206 |  $LEO | BNY MELLON STRATEGIC MUNICIPALS, INC. | $175,340 | 0.1% | +0% | — |
| 207 |  $PIM | PUTNAM MASTER INTERMEDIATE INCOME TRUST | $172,717 | 0.1% | +0% | — |
| 208 |  $JRS | NUVEEN REAL ESTATE INCOME FUND | $164,798 | 0.1% | +0% | — |
| 209 |  $PFL | PIMCO INCOME STRATEGY FUND | $163,776 | 0.1% | +0% | — |
| 210 |  $VVR | Invesco Senior Income Trust | $157,381 | 0.1% | +0% | — |
| 211 |  $REAX | Real Brokerage Inc | $156,438 | 0.1% | -42% | 41.9 |
| 212 |  $NVTS | Navitas Semiconductor Corp | $145,538 | 0.1% | +1% | 10.5 |
| 213 |  $DNP | DNP SELECT INCOME FUND INC | $136,630 | 0.1% | +0% | — |
| 214 |  $CXH | MFS INVESTMENT GRADE MUNICIPAL TRUST | $126,258 | 0.1% | +0% | — |
| 215 |  $EIM | Eaton Vance Municipal Bond Fund | $124,323 | 0.1% | +0% | — |
| 216 | $IVZ | Invesco Ltd. | $118,723 | 0.1% | -1% | — |
| 217 |  $ASPI | ASP Isotopes Inc. | $115,075 | 0.1% | +0% | 25.6 |
| 218 |  $PMM | PUTNAM MANAGED MUNICIPAL INCOME TRUST | $112,453 | 0.1% | +0% | — |
| 219 |  $MRAM | EVERSPIN TECHNOLOGIES INC. | $99,239 | 0.0% | NEW | 25.3 |
| 220 |  $OIA | Invesco Municipal Income Opportunities Trust | $82,694 | 0.0% | +0% | — |
| 221 |  $FIP | FTAI Infrastructure Inc. | $74,100 | 0.0% | NEW | 36.4 |
| 222 |  $PPT | PUTNAM PREMIER INCOME TRUST | $63,495 | 0.0% | +0% | — |
| 223 |  $MGX | Metagenomi Therapeutics, Inc. | $49,835 | 0.0% | -4% | 6.4 |
| 224 |  $DGXX | Digi Power X Inc. | $30,440 | 0.0% | +0% | — |
| 225 |  $WWR | WESTWATER RESOURCES, INC. | $18,112 | 0.0% | +0% | — |
New Positions (15)
$CEG Constellation Energy Corp$1.6M$TLN Talen Energy Corp$1.1M$NRG NRG ENERGY, INC.$872,894$VST Vistra Corp.$607,484$MQY BLACKROCK MUNIYIELD QUALITY FUND, INC.$589,406$ALMU Aeluma, Inc.$463,844 PIMCO ETF TR$379,271
$TDG TransDigm Group INC$297,853 J P MORGAN EXCHANGE TRADED F$280,054
$SHEL Shell plc$247,566 PROSHARES TR$233,325
$TYG TORTOISE ENERGY INFRASTRUCTURE CORP$204,036$MYI BLACKROCK MUNIYIELD QUALITY FUND III, INC.$189,285$MRAM EVERSPIN TECHNOLOGIES INC.$99,239$FIP FTAI Infrastructure Inc.$74,100Exited Positions (14)
$BLE BLACKROCK MUNICIPAL INCOME TRUST II
$BFK BLACKROCK MUNICIPAL INCOME TRUST$AZCALL A2Z CUST2MATE SOLUTIONS CORP.
$MYD BLACKROCK MUNIYIELD FUND, INC.
$SYK STRYKER CORP
$PLTR Palantir Technologies Inc.
$INTU INTUIT INC.
$SGOL abrdn Gold ETF Trust
$ALK ALASKA AIR GROUP, INC.
$ABT ABBOTT LABORATORIES GOLDMAN SACHS ETF TR
$BLK BlackRock, Inc.
$MVF BLACKROCK MUNIVEST FUND, INC.
$NFE New Fortress Energy Inc.Browse Top Institutional Investors
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