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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
UPSUnited Parcel Service Inc Cl B
Recent Activity
Decreased -1.84%
0.14%
$390,027
3,093 shares@ $126.1 avg price
IQVIqvia Hldgs Inc Com
Recent Activity
Decreased -1.06%
0.14%
$384,374
1,956 shares@ $196.52 avg price
PFEPfizer Inc Com
Recent Activity
Decreased -6.56%
0.13%
$341,149
12,859 shares@ $26.53 avg price
MOAltria Group Inc Com
Recent Activity
Decreased -0.52%
0.12%
$333,819
6,384 shares@ $52.29 avg price
MAMastercard Incorporated Cl A
Recent Activity
Decreased -6.13%
0.12%
$314,619
597 shares@ $527.0 avg price
BABoeing Co Com
Recent Activity
Decreased -0.78%
0.12%
$314,352
1,776 shares@ $177.0 avg price
AMDAdvanced Micro Devices Inc Com
Recent Activity
Decreased -4.18%
0.12%
$309,585
2,563 shares@ $120.8 avg price
DEODiageo Plc Spon Adr New
Recent Activity
Decreased -33.07%
0.11%
$303,841
2,390 shares@ $127.14 avg price
NFLXNetflix Inc Com
Recent Activity
Decreased -0.33%
0.1%
$264,722
297 shares@ $891.32 avg price
XNIEXVirtus Equity & Conv Incm Fd Com
Recent Activity
Decreased -43.12%
0.09%
$226,872
9,200 shares@ $24.66 avg price