Fortitude Family Office, LLC Portfolio Holdings

Fortitude Family Office, LLC

  • $253 Billion
  • Q3 2024

Fortitude Family Office, LLC has filed its 13F form on October 24, 2024 for Q3 2024 where it was disclosed a total value porftolio of $253 Billion distributed in 1209 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $34.7B, Knight Swift Transportation Holdings Inc. with a value of $26.8B, Ishares Core S&P 500 ETF with a value of $24.9B, Ishares Core Msci Intl Develop with a value of $14B, and Vanguard Mid Cap ETF with a value of $8.25B.

Examining the 13F form we can see an increase of $76.3B in the current position value, from $176B to 253B. Also it can be appreciated an additional of 345 stocks purchases and 1 closed positions.

Fortitude Family Office, LLC is based out at Scottsdale, AZ

Below you can find more details about Fortitude Family Office, LLC portfolio as well as his latest detailed transactions.

Portfolio value $253 Billion
ETFs: $108 Billion
Technology: $46.5 Billion
Industrials: $32.5 Billion
Financial Services: $15.2 Billion
Healthcare: $11.9 Billion
Consumer Cyclical: $10.5 Billion
Consumer Defensive: $6.31 Billion
Communication Services: $6.22 Billion
Other: $7.57 Billion

Stock Holdings Table Market Cap. of $300 Millions to $2 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$332M
$791,000 0.0% of portfolio
40
Q3 2024 New
$1.68B
$1.15 Million 0.0% of portfolio
104
Q2 2024 Reduced 25.18%
$1.44B
$652,000 0.0% of portfolio
14
Q3 2024 New
$952M
$1.2 Million 0.0% of portfolio
220
Q4 2023 New
$1.85B
$4.14 Million 0.0% of portfolio
167
Q4 2023 New
$1.38B
$320,000 0.0% of portfolio
19
Q2 2024 New
$1.91B
$2.35 Million 0.0% of portfolio
99
Q2 2024 New
$713M
$5.91 Million 0.0% of portfolio
303
Q4 2023 New
$1.82B
$2.14 Million 0.0% of portfolio
46
Q2 2024 Reduced 71.95%
$389M
$206,000 0.0% of portfolio
6
Q4 2023 New
$450M
$4.5 Million 0.0% of portfolio
259
Q2 2024 Reduced 25.36%
$1.25B
$6.5 Million 0.0% of portfolio
504
Q4 2023 New
$1.48B
$1.31 Million 0.0% of portfolio
113
Q2 2024 Reduced 70.57%
$1.99B
$5.47 Million 0.0% of portfolio
259
Q3 2024 Added 115.83%
$552M
$204,000 0.0% of portfolio
16
Q4 2023 New
$483M
$471,000 0.0% of portfolio
85
Q3 2024 New
$1.03B
$2 Million 0.0% of portfolio
58
Q1 2024 Reduced 46.3%
$1.98B
$891,000 0.0% of portfolio
21
Q3 2024 New
$336M
$2.51 Million 0.0% of portfolio
233
Q4 2023 New
$453M
$6.9 Million 0.0% of portfolio
1,105
Q2 2024 Reduced 57.4%
$1.62B
$1.68 Million 0.0% of portfolio
64
Q4 2023 New
$865M
$601,000 0.0% of portfolio
25
Q3 2024 Reduced 19.35%
$307M
$2.15 Million 0.0% of portfolio
72
Q2 2024 Added 100.0%
$821M
$2.44 Million 0.0% of portfolio
40
Q4 2023 New
$1.13B
$733,000 0.0% of portfolio
54
Q3 2024 New
$1.36B
$5.76 Million 0.0% of portfolio
2,200
Q3 2024 New
$1.43B
$3.63 Million 0.0% of portfolio
119
Q1 2024 Reduced 20.67%
$815M
$1.98 Million 0.0% of portfolio
188
Q4 2023 New

Summary

  • Portfolio
  • No. of Stocks 1,209
  • Current Value $253 Billion
  • Prior Value $176 Billion
  • Filing
  • Period Q3 2024
  • Filing Date October 24, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 345 stocks
  • Additional Purchases 337 stocks
  • Sold out of 1 stocks
  • Reduced holdings in 70 stocks
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