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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
DHID R Horton Inc Com
Recent Activity
Decreased -0.06%
0.42%
$1.157M
8,273 shares@ $139.83 avg price
GSGoldman Sachs Group Inc Com
Recent Activity
Increased 2.35%
0.41%
$1.124M
1,964 shares@ $572.54 avg price
JNJJohnson & Johnson Com
Recent Activity
Decreased -3.35%
0.4%
$1.112M
7,690 shares@ $144.63 avg price
BACBank America Corp Com
Recent Activity
Decreased -2.31%
0.37%
$1.017M
23,136 shares@ $43.95 avg price
SPLGSpdr Portfolio S&p 500 Etf
Recent Activity
Increased 0.06%
0.36%
$1.001M
14,518 shares@ $68.94 avg price
AVGOBroadcom Inc Com
Recent Activity
Increased 9.79%
0.35%
$962,136
4,150 shares@ $231.84 avg price
PGProcter And Gamble Co Com
Recent Activity
Increased 0.91%
0.33%
$919,728
5,486 shares@ $167.66 avg price
IRMIron Mtn Inc Del Com
Recent Activity
Increased 1.72%
0.33%
$913,931
8,695 shares@ $105.11 avg price
VTIVanguard Total Stock Market Etf
Recent Activity
Increased 0.04%
0.32%
$878,848
3,032 shares@ $289.86 avg price
CRMSalesforce Inc Com
Recent Activity
Increased 2.16%
0.32%
$870,261
2,603 shares@ $334.34 avg price