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 ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$5.7 Million 0.0% of portfolio
10
Q3 2024 New
$0
$7.35 Million 0.0% of portfolio
303
Q3 2024 Reduced 79.96%
$0
$6.03 Million 0.0% of portfolio
259
Q3 2024 New
$0
$9.6 Million 0.0% of portfolio
100
Q3 2024 New
$0
$5.56 Million 0.0% of portfolio
86
Q3 2024 New
$0
$5.44 Million 0.0% of portfolio
171
Q3 2024 Added 0.59%
$0
$7.07 Million 0.0% of portfolio
74
Q3 2024 New
$0
$6.25 Million 0.0% of portfolio
128
Q3 2024 New
$0
$2.65 Million 0.0% of portfolio
52
Q1 2024 Reduced 93.7%
$0
$6.11 Million 0.0% of portfolio
35
Q3 2024 New
$0
$7.13 Million 0.0% of portfolio
277
Q3 2024 New
$0
$736,000 0.0% of portfolio
3
Q3 2024 New
$0
$7.37 Million 0.0% of portfolio
139
Q3 2024 New
$0
$9.43 Million 0.0% of portfolio
130
Q2 2024 Added 1.56%
$0
$10 Million 0.0% of portfolio
206
Q3 2024 New
$0
$7.13 Million 0.0% of portfolio
170
Q3 2024 New
$0
$9.87 Million 0.0% of portfolio
496
Q3 2024 New
$0
$3.56 Million 0.0% of portfolio
150
Q3 2024 New
$0
$0 0.0% of portfolio
0
Q3 2024 New
$0
$12.3 Million 0.0% of portfolio
125
Q3 2024 Reduced 85.94%
$0
$3.04 Million 0.0% of portfolio
30
Q3 2024 New
$0
$3.73 Million 0.0% of portfolio
38
Q3 2024 New
$0
$7.59 Million 0.0% of portfolio
88
Q3 2024 New
$0
$7.51 Million 0.0% of portfolio
339
Q3 2024 New
$0
$895,000 0.0% of portfolio
19
Q1 2024 Reduced 98.12%
$0
$3.73 Million 0.0% of portfolio
200
Q3 2024 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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