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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
HYGHIshares Interest Rate Hedged High Yield Bond Etf
Recent Activity
Exited
0%
$7,589
88 shares@ $86.24 avg price
HYZDWisdomtree Interest Rate Hedged High Yield Bond Fund
Recent Activity
Exited
0%
$7,505
339 shares@ $22.14 avg price
CLOIVaneck Clo Etf
Recent Activity
Exited
0%
$7,373
139 shares@ $53.05 avg price
FLBLFranklin Senior Loan Etf Franklin Liberty Senior Loan Fund
Recent Activity
Exited
0%
$7,354
303 shares@ $24.28 avg price
BGBunge Global Sa Com Shs
Recent Activity
Exited
0%
$7,345
76 shares@ $96.65 avg price
HUMHumana Inc Com
Recent Activity
Exited
0%
$7,285
23 shares@ $316.74 avg price
HYLSFirst Trust Tactical High Yield Etf
Recent Activity
Exited
0%
$7,133
170 shares@ $41.96 avg price
SJNKSpdr Bloomberg Short Term High Yield Bond Etf
Recent Activity
Exited
0%
$7,133
277 shares@ $25.76 avg price
HYSPimco 0-5 Year High Yield Corporate Bond Index Exchange-traded Fund
Recent Activity
Exited
0%
$7,067
74 shares@ $95.5 avg price
BLNDBlend Labs Inc Cl A
Recent Activity
Exited
0%
$6,874
1,833 shares@ $3.76 avg price