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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
GOOGLAlphabet Inc Cap Stk Cl A
Recent Activity
Increased 2.8%
0.62%
$1.736M
9,171 shares@ $189.3 avg price
GOOGAlphabet Inc Cap Stk Cl C
Recent Activity
Increased 0.73%
0.57%
$1.585M
8,323 shares@ $190.44 avg price
NVDANvidia Corporation Com
Recent Activity
Decreased -0.08%
0.56%
$1.547M
11,521 shares@ $134.29 avg price
XMMOInvesco S&p Midcap Momentum Etf
Recent Activity
New Position
0.55%
$1.519M
12,300 shares@ $123.53 avg price
TAt&t Inc Com
Recent Activity
Decreased -2.74%
0.48%
$1.321M
58,016 shares@ $22.78 avg price
IBMInternational Business Machs Com
Recent Activity
Decreased -1.41%
0.46%
$1.273M
5,793 shares@ $219.83 avg price
DIASpdr Dow Jones Industrial Average Etf Trust
Recent Activity
Increased 605.82%
0.45%
$1.24M
2,915 shares@ $425.51 avg price
IWYIshares Russell Top 200 Growth Etf
Recent Activity
New Position
0.44%
$1.228M
5,220 shares@ $235.27 avg price
MCDMcdonalds Corp Com
Recent Activity
Increased 39.36%
0.44%
$1.222M
4,214 shares@ $289.89 avg price
VBVanguard Small-cap Etf
Recent Activity
Decreased -5.16%
0.43%
$1.187M
4,940 shares@ $240.28 avg price