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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
BLKBlackrock Inc Com
Recent Activity
Increased 0.24%
0.31%
$865,193
844 shares@ $1025.12 avg price
IJTIshares S&p Small-cap 600 Growth Etf
Recent Activity
New Position
0.3%
$820,342
6,060 shares@ $135.37 avg price
VVisa Inc Com Cl A
Recent Activity
Increased 69.2%
0.3%
$817,595
2,587 shares@ $316.04 avg price
BKNGBooking Holdings Inc Com
Recent Activity
0.29%
$799,916
161 shares@ $4968.43 avg price
IOOIshares Global 100 Etf
Recent Activity
New Position
0.29%
$786,006
7,800 shares@ $100.77 avg price
BXBlackstone Inc Com
Recent Activity
0.28%
$775,373
4,497 shares@ $172.43 avg price
TMOThermo Fisher Scientific Inc Com
Recent Activity
Increased 0.85%
0.27%
$748,611
1,439 shares@ $520.24 avg price
WMTWalmart Inc Com
Recent Activity
Increased 0.8%
0.27%
$733,823
8,122 shares@ $90.36 avg price
SPXNProshares S&p 500 Ex-financials Etf
Recent Activity
New Position
0.27%
$730,182
11,600 shares@ $62.95 avg price
CVXChevron Corp New Com
Recent Activity
Decreased -8.94%
0.25%
$696,101
4,806 shares@ $144.84 avg price