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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
LMTLockheed Martin Corp Com
Recent Activity
Increased 0.11%
0.17%
$470,876
969 shares@ $485.95 avg price
LOWLowes Cos Inc Com
Recent Activity
Decreased -6.75%
0.17%
$453,372
1,837 shares@ $246.81 avg price
SDYSpdr S&p Dividend Etf
Recent Activity
0.17%
$451,518
3,418 shares@ $132.11 avg price
ABTAbbott Labs Com
Recent Activity
Decreased -1.3%
0.15%
$418,846
3,703 shares@ $113.11 avg price
MRKMerck & Co Inc Com
Recent Activity
Increased 9.91%
0.15%
$415,130
4,173 shares@ $99.48 avg price
HONHoneywell Intl Inc Com
Recent Activity
Increased 1.78%
0.15%
$400,955
1,775 shares@ $225.9 avg price
VOOVanguard S&p 500 Etf
Recent Activity
Decreased -18.64%
0.15%
$394,973
733 shares@ $538.85 avg price
UPSUnited Parcel Service Inc Cl B
Recent Activity
Decreased -1.84%
0.14%
$390,027
3,093 shares@ $126.1 avg price
IEFAIshares Core Msci Eafe Etf
Recent Activity
0.14%
$386,751
5,503 shares@ $70.29 avg price
NEENextera Energy Inc Com
Recent Activity
Increased 2.22%
0.14%
$386,409
5,390 shares@ $71.69 avg price