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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
AMGNAmgen Inc Com
Recent Activity
Increased 0.91%
0.25%
$695,388
2,668 shares@ $260.65 avg price
ENZLIshares Msci New Zealand Etf
Recent Activity
New Position
0.25%
$679,055
15,030 shares@ $45.18 avg price
BRK.BBerkshire Hathaway Inc Del Cl B New
Recent Activity
Increased 0.5%
0.24%
$646,377
1,426 shares@ $453.28 avg price
IWMIshares Russell 2000 Etf
Recent Activity
Increased 0.35%
0.23%
$633,934
2,869 shares@ $220.96 avg price
METAMeta Platforms Inc Cl A
Recent Activity
Increased 4.15%
0.23%
$632,351
1,080 shares@ $585.52 avg price
AOKIshares Core Conservative Allocation Etf
Recent Activity
New Position
0.23%
$621,608
16,665 shares@ $37.31 avg price
PRFInvesco Ftse Rafi Us 1000 Etf
Recent Activity
0.23%
$616,799
15,290 shares@ $40.35 avg price
MUMicron Technology Inc Com
Recent Activity
Decreased -1.77%
0.22%
$603,848
7,175 shares@ $84.16 avg price
VZVerizon Communications Inc Com
Recent Activity
Decreased -13.29%
0.21%
$577,695
14,446 shares@ $39.99 avg price
IDVIshares International Select Dividend Etf
Recent Activity
0.2%
$543,493
19,850 shares@ $27.38 avg price