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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
BMYBristol-myers Squibb Co Com
Recent Activity
Decreased -0.44%
0.2%
$539,582
9,540 shares@ $56.56 avg price
CATCaterpillar Inc Com
Recent Activity
Increased 3.59%
0.2%
$534,708
1,474 shares@ $362.76 avg price
XOMExxon Mobil Corp Com
Recent Activity
Decreased -12.86%
0.19%
$525,264
4,883 shares@ $107.57 avg price
WFCWells Fargo Co New Com
Recent Activity
Increased 7.75%
0.19%
$523,077
7,447 shares@ $70.24 avg price
SILASila Realty Trust Inc Class A
Recent Activity
0.19%
$520,326
21,395 shares@ $24.32 avg price
SPYSpdr S&p 500 Etf Trust
Recent Activity
Increased 3.42%
0.19%
$514,578
878 shares@ $586.08 avg price
DEDeere & Co Com
Recent Activity
0.18%
$502,932
1,187 shares@ $423.71 avg price
CSCOCisco Sys Inc Com
Recent Activity
Increased 1.44%
0.18%
$479,757
8,104 shares@ $59.21 avg price
VVVanguard Large-cap Etf
Recent Activity
Increased 0.63%
0.17%
$474,584
1,760 shares@ $269.65 avg price
SFMSprouts Fmrs Mkt Inc Com
Recent Activity
0.17%
$472,446
3,718 shares@ $127.07 avg price