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 Shs Recent Activity New Position	0.09%	$235,208 2,128 shares@ $110.54 avg price	New Position
XNTKSpdr Nyse Technology Etf Recent Activity New Position	0.08%	$201,820 1,000 shares@ $201.82 avg price	New Position
GVIIshares Intermediate Government Credit Bond Etf Recent Activity New Position	0.07%	$171,875 1,649 shares@ $104.23 avg price	New Position
SPEMSpdr Portfolio Emerging Markets Etf Recent Activity New Position	0.05%	$121,249 3,160 shares@ $38.37 avg price	New Position
XBISpdr S&p Biotech Etf Recent Activity New Position	0.05%	$117,078 1,300 shares@ $90.06 avg price	New Position
BNSBank Nova Scotia Halifax Com Recent Activity New Position	0.03%	$72,522 1,350 shares@ $53.72 avg price	New Position
ACDCProfrac Hldg Corp Class A Com Recent Activity New Position	0.03%	$57,339 7,389 shares@ $7.77 avg price	New Position
IGSBIshares 1-5 Year Investment Grade Corporate Bond Etf Recent Activity New Position	0.02%	$42,756 827 shares@ $51.71 avg price	New Position
BSVVanguard Short-term Bond Etf Recent Activity New Position	0.02%	$42,499 550 shares@ $77.28 avg price	New Position
BROSDutch Bros Inc Cl A Recent Activity New Position	0.02%	$40,595 775 shares@ $52.39 avg price	New Position