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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
JNJJohnson & Johnson Com
Recent Activity
Decreased -3.35%
0.4%
$1.112M
7,690 shares@ $144.63 avg price
BACBank America Corp Com
Recent Activity
Decreased -2.31%
0.37%
$1.017M
23,136 shares@ $43.95 avg price
CVXChevron Corp New Com
Recent Activity
Decreased -8.94%
0.25%
$696,101
4,806 shares@ $144.84 avg price
MUMicron Technology Inc Com
Recent Activity
Decreased -1.77%
0.22%
$603,848
7,175 shares@ $84.16 avg price
VZVerizon Communications Inc Com
Recent Activity
Decreased -13.29%
0.21%
$577,695
14,446 shares@ $39.99 avg price
BMYBristol-myers Squibb Co Com
Recent Activity
Decreased -0.44%
0.2%
$539,582
9,540 shares@ $56.56 avg price
XOMExxon Mobil Corp Com
Recent Activity
Decreased -12.86%
0.19%
$525,264
4,883 shares@ $107.57 avg price
LOWLowes Cos Inc Com
Recent Activity
Decreased -6.75%
0.17%
$453,372
1,837 shares@ $246.81 avg price
ABTAbbott Labs Com
Recent Activity
Decreased -1.3%
0.15%
$418,846
3,703 shares@ $113.11 avg price
VOOVanguard S&p 500 Etf
Recent Activity
Decreased -18.64%
0.15%
$394,973
733 shares@ $538.85 avg price