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
HYGIshares Iboxx High Yield Corporate Bond Etf Recent Activity Exited	0%	$20,717 258 shares@ $80.3 avg price	Exited
GHIGreystone Housing Impact Inves Ben Unit Ctf Recent Activity Exited	0%	$19,375 1,381 shares@ $14.03 avg price	Exited
IEFIshares 7-10 Year Treasury Bond Etf Recent Activity Exited	0%	$12,265 125 shares@ $98.12 avg price	Exited
VXXIpath Series B S&p 500 Vix Short-term Futures Etn Recent Activity Exited	0%	$11,805 238 shares@ $49.61 avg price	Exited
MROMarathon Oil Corp Com Recent Activity Exited	0%	$11,264 423 shares@ $26.63 avg price	Exited
ISTBIshares Core 1-5 Year Usd Bond Etf Recent Activity Exited	0%	$10,028 206 shares@ $48.68 avg price	Exited
HYEMVaneck Emerging Markets High Yield Bond Etf Recent Activity Exited	0%	$9,865 496 shares@ $19.89 avg price	Exited
ULUnilever Plc Spon Adr New Recent Activity Exited	0%	$8,510 131 shares@ $64.97 avg price	Exited
MRNAModerna Inc Com Recent Activity Exited	0%	$8,287 124 shares@ $66.84 avg price	Exited
GBIOGeneration Bio Co Com Recent Activity Exited	0%	$8,277 3,351 shares@ $2.48 avg price	Exited