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Drew Phillips

@Fortitude Family Office, Llc

Latest period2024 - Q4ReportedManaged Assets$280.273MTotal holdings1297
Assets growth rate10.94%Assets growth rate (2-Q avg)27.1%Continuous growth in asset value4 quarters

Portfolio positions

This chart displays the top 10 holdings in Fortitude Family Office, Llc's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 1297 positions.

Assets under management

The assets under management (AUM) of Fortitude Family Office, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 4 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 280.273M in assets, with a quarterly growth rate of 10.94% and a 2-quarter average growth rate of 27.1%. The portfolio is managed by Drew Phillips, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
KNXKnight-swift Transn Hldgs Inc Cl A
Recent Activity
Decreased -50.18%
4.68%
$13.113M
247,224 shares@ $53.05 avg price
TIPIshares Tips Bond Etf
Recent Activity
Decreased -43.37%
1.55%
$4.33M
40,640 shares@ $106.56 avg price
USFRWisdomtree Floating Rate Treasury Fund
Recent Activity
Decreased -20.37%
1.21%
$3.372M
67,009 shares@ $50.32 avg price
JPSTJpmorgan Ultra-short Income Etf
Recent Activity
Decreased -9.26%
1.1%
$3.062M
60,797 shares@ $50.38 avg price
IJHIshares Core S&p Mid-cap Etf
Recent Activity
Decreased -6.09%
0.83%
$2.323M
37,276 shares@ $62.32 avg price
NVDANvidia Corporation Com
Recent Activity
Decreased -0.08%
0.56%
$1.547M
11,521 shares@ $134.29 avg price
TAt&t Inc Com
Recent Activity
Decreased -2.74%
0.48%
$1.321M
58,016 shares@ $22.78 avg price
IBMInternational Business Machs Com
Recent Activity
Decreased -1.41%
0.46%
$1.273M
5,793 shares@ $219.83 avg price
VBVanguard Small-cap Etf
Recent Activity
Decreased -5.16%
0.43%
$1.187M
4,940 shares@ $240.28 avg price
DHID R Horton Inc Com
Recent Activity
Decreased -0.06%
0.42%
$1.157M
8,273 shares@ $139.83 avg price