Drew Phillips

@Fortitude Family Office, Llc

Latest period2024 - Q4

Reported8d ago

Managed Assets$280.273M

Total 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

Current New Position Increased Decreased Exited

Investment	Portfolio %	Reported Value	Recent Activity
ANETArista Networks Inc Com Recent Activity Exited	0%	$204,192 532 shares@ $383.82 avg price	Exited
MUBIshares National Muni Bond Etf Recent Activity Exited	0%	$97,767 900 shares@ $108.63 avg price	Exited
AANThe Aarons Company Inc Com Recent Activity Exited	0%	$83,431 8,385 shares@ $9.96 avg price	Exited
SSOProshares Ultra S&p 500 Recent Activity Exited	0%	$41,929 465 shares@ $90.17 avg price	Exited
GSKGsk Plc Sponsored Adr Recent Activity Exited	0%	$41,575 1,017 shares@ $40.89 avg price	Exited
CVSCvs Health Corp Com Recent Activity Exited	0%	$27,479 437 shares@ $62.89 avg price	Exited
USHYIshares Broad Usd High Yield Corporate Bond Etf Recent Activity Exited	0%	$26,656 708 shares@ $37.65 avg price	Exited
RINCAxs Real Estate Income Etf Recent Activity Exited	0%	$24,614 1,010 shares@ $24.38 avg price	Exited
BHILBenson Hill Inc Com New Recent Activity Exited	0%	$23,047 3,201 shares@ $7.2 avg price	Exited
CCOClear Channel Outdoor Hldgs In Com Recent Activity Exited	0%	$21,186 13,241 shares@ $1.61 avg price	Exited