Fortitude Financial, LLC

data from 30/09/2025

Capitalization

$ 121.579 M 8.02 %

Average holding period

2 ans

Performance

$ 3.234 M 5.98 %

Capitalization

Portfolio size

Portfolio performance

Portfolio performance %

Performance compared to S&P 500 (%)

Stock in Fortitude Financial, LLC

Date Ticket Name Weight Capitalization Share number First added Performance ($) Performance (%)
2025/09/30 COOK TRAEGER INC 21.26% 25.854 M $ 247379 2025/06/30 -120.799 K $ -0.51 %
2025/09/30 SLYG SPDR SERIES TRUST 16.16% 19.643 M $ 250745 2025/06/30 1.416 M $ 7.65 %
2025/09/30 IMCG ISHARES TR 11.58% 14.075 M $ 169478 2025/06/30 423.207 K $ 3.14 %
2025/09/30 DYNF BLACKROCK ETF TRUST 10.74% 13.052 M $ 220480 2025/06/30 995.779 K $ 8.70 %
2025/09/30 SPSM SPDR SERIES TRUST 7.17% 8.720 M $ 203794 2025/06/30 773.298 K $ 9.19 %
2025/09/30 FRDM EA SERIES TRUST 3.81% 4.627 M $ 105138 2025/06/30 479.745 K $ 9.43 %
2025/09/30 SBRA SABRA HEALTH CARE REIT INC 3.54% 4.303 M $ 7168 2025/06/30 1.364 K $ 0.04 %
2025/09/30 XCEM COLUMBIA ETF TR II 2.51% 3.056 M $ 84105 2025/09/30 0.000 $ 0.00 %
2025/09/30 PKW INVESCO EXCHANGE TRADED FD T 2.51% 3.048 M $ 25272 2025/06/30 265.414 K $ 8.13 %
2025/09/30 IJJ ISHARES TR 2.35% 2.857 M $ 44901 2025/06/30 284.146 K $ 10.37 %
2025/09/30 SPY SPDR S&P 500 ETF TR 2.32% 2.818 M $ 45033 2024/12/31 2.711 M $ 82.26 %
2025/09/30 AAPL APPLE INC 2.14% 2.603 M $ 25392 2024/12/31 1.296 M $ 50.56 %
2025/09/30 FIW FIRST TR EXCHANGE-TRADED FD 2.08% 2.527 M $ 45353 2025/06/30 206.364 K $ 8.40 %
2025/09/30 ARKK ARK ETF TR 1.35% 1.644 M $ 3270 2025/06/30 46.877 K $ 3.30 %
2025/09/30 MSFT MICROSOFT CORP 1.20% 1.453 M $ 27802 2025/06/30 724.117 K $ 39.99 %
2025/09/30 FTRI FIRST TR EXCHANGE TRADED FD 0.92% 1.120 M $ 30026 2025/06/30 29.529 K $ 2.69 %
2025/09/30 AGNC AGNC INVT CORP 0.87% 1.064 M $ 108639 2024/12/31 65.153 K $ 6.53 %
2025/09/30 IWF ISHARES TR 0.80% 971.014 K $ 2073 2024/12/31 100.239 K $ 10.32 %
2025/09/30 FDL FIRST TR EXCHANGE-TRADED FD 0.80% 966.608 K $ 18101 2025/06/30 37.743 K $ 3.19 %
2025/09/30 MCD MCDONALDS CORP 0.73% 892.428 K $ 1723 2025/06/30 4.781 K $ 2.36 %
2025/09/30 QQQ INVESCO QQQ TR 0.71% 858.671 K $ 22825 2024/12/31 1.126 M $ 137.07 %
2025/09/30 LVHI LEGG MASON ETF INVT 0.67% 814.236 K $ 39699 2025/06/30 87.238 K $ 10.71 %
2025/09/30 RSP INVESCO EXCHANGE TRADED FD T 0.62% 759.005 K $ 11677 2024/12/31 103.893 K $ 13.00 %
2025/09/30 CMF ISHARES TR 0.56% 684.058 K $ 12951 2024/12/31 17.492 K $ 2.64 %
2025/09/30 CALF PACER FDS TR 0.49% 591.085 K $ 3168 2025/06/30 11.586 K $ 2.51 %
2025/09/30 BRK-B BERKSHIRE HATHAWAY INC DEL 0.33% 400.649 K $ 7024 2024/12/31 130.092 K $ 30.44 %
2025/09/30 PFXF VANECK ETF TRUST 0.31% 376.600 K $ 6806 2025/06/30 4.423 K $ 1.24 %
2025/09/30 CRH CRH PLC 0.26% 316.776 K $ 2642 2024/12/31 74.240 K $ 30.61 %
2025/09/30 PYLD PIMCO ETF TR 0.26% 313.384 K $ 11676 2025/09/30 0.000 $ 0.00 %
2025/09/30 JBND J P MORGAN EXCHANGE TRADED F 0.26% 312.936 K $ 5778 2025/09/30 0.000 $ 0.00 %
2025/09/30 AMZN AMAZON COM INC 0.25% 308.715 K $ 1406 2024/12/31 235.000 $ 0.08 %
2025/09/30 FDVV FIDELITY COVINGTON TRUST 0.24% 293.467 K $ 6322 2024/12/31 25.863 K $ 8.43 %
2025/09/30 COST COSTCO WHSL CORP NEW 0.21% 253.623 K $ 274 2025/09/30 0.000 $ 0.00 %
2025/09/30 KO COCA COLA CO 0.00% 0.000 $ 0 2025/06/30 0.000 $ 0.00 %