Fortitude Family Office, LLC Purchases in Q4 2024

Fortitude Family Office, LLC

  • $280 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
DBMF
Litman Gregory Fds Tr Imgp Dbi

ETFs
235K
New
$26.01 - $28.19 $6.11M - $6.62M
235K $6.15B
QQQ
Invesco Qqq Trust, Series 1

ETFs
9.54K
+ 5417.61%
$481.22 - $538.17 $4.59M - $5.13M
9.71K $4.96B
DFIP
Dimensional ETF Tr Inflation P

ETFs
105K
New
$40.31 - $42.43 $4.23M - $4.45M
105K $4.25B
AAPL
Apple Inc.

Technology
5.44K
+ 3.65%
$221.69 - $259.02 $1.21M - $1.41M
155K $38.7B
IVV
Ishares Core S&P 500 ETF

ETFs
5.14K
+ 11.92%
$570.51 - $610.59 $2.93M - $3.14M
48.3K $28.4B
LRGE
Legg Mason ETF Invt Tr Clearbr

ETFs
27.2K
New
$72.16 - $78.82 $1.96M - $2.14M
27.2K $2.05B
VO
Vanguard Mid Cap ETF

ETFs
6.16K
+ 19.7%
$261.5 - $284.63 $1.61M - $1.75M
37.4K $9.89B
XMMO
Invesco Exchange Traded Fd Tr

ETFs
12.3K
New
$119.61 - $136.3 $1.47M - $1.68M
12.3K $1.52B
AVLV
American Centy ETF Tr Avantis
19.6K
+ 24.25%
$65.51 - $71.22 $1.28M - $1.4M
100K $6.71B
IWY
Ishares Tr Russell 200 Growth

ETFs
5.22K
New
$216.72 - $244.71 $1.13M - $1.28M
5.22K $1.23B
DFEM
Dimensional ETF Tr Emerging Mk

ETFs
55.1K
+ 26.36%
$26.16 - $28.82 $1.44M - $1.59M
264K $6.92B
COST
Costco Wholesale Corp

Consumer Defensive
1.02K
+ 48.34%
$873.59 - $994.69 $891K - $1.01M
3.13K $2.87B
IDEV
Ishares Core Msci Intl Develop

ETFs
34.4K
+ 17.41%
$64.18 - $70.42 $2.21M - $2.42M
232K $15B
IJT
Ishares S&P Small Cap 600 Grow

ETFs
6.06K
New
$134.53 - $150.65 $815K - $913K
6.06K $820M
HD
Home Depot, Inc.

Consumer Cyclical
2.26K
+ 40.62%
$385.02 - $431.37 $869K - $974K
7.81K $3.04B
IOO
Ishares Tr Global 100 ETF

ETFs
7.8K
New
$97.46 - $103.45 $760K - $807K
7.8K $786M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
7.33K
+ 20.0%
$113.92 - $127.38 $834K - $933K
43.9K $5.06B
DFAT
Dimensional ETF Tr U S Target

ETFs
14K
+ 27.08%
$54.54 - $61.04 $761K - $852K
65.5K $3.65B
SPXN
Proshares Tr S&P 500 Ex Finls

ETFs
11.6K
New
$61.19 - $65.44 $710K - $759K
11.6K $730M
JPM
Jpmorgan Chase & CO

Financial Services
1.62K
+ 15.55%
$205.18 - $250.29 $331K - $404K
12K $2.88B
ENZL
Ishares Tr Msci New Zealand Et

ETFs
15K
New
$44.17 - $49.45 $664K - $743K
15K $679M
MSFT
Microsoft Corp

Technology
1.71K
+ 25.18%
$406.35 - $454.46 $695K - $777K
8.5K $3.58B
AOK
Ishares Tr Core Conservative A

ETFs
16.7K
New
$37.3 - $38.64 $622K - $644K
16.7K $622M
AMZN
Amazon Com Inc

Consumer Cyclical
901
+ 7.24%
$180.88 - $232.93 $163K - $210K
13.4K $2.93B
AVDV
American Centy ETF Tr Avantis

ETFs
12.3K
+ 23.48%
$63.85 - $70.4 $786K - $867K
64.7K $4.21B
IEMG
Ishares Inc

ETFs
16.8K
+ 19.67%
N/A
102K $5.33B
LLY
Eli Lilly & CO

Healthcare
912
+ 38.29%
$727.2 - $932.06 $663K - $850K
3.29K $2.54B
V
Visa Inc.

Financial Services
1.06K
+ 69.2%
$273.87 - $320.91 $290K - $340K
2.59K $818M
AVGO
Broadcom Inc.

Technology
370
+ 9.79%
$159.67 - $250.0 $59.1K - $92.5K
4.15K $962M
MCD
Mcdonalds Corp

Consumer Cyclical
1.19K
+ 39.35%
$288.47 - $316.54 $343K - $377K
4.21K $1.22B
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
11.2K
+ 19.76%
$55.45 - $61.08 $618K - $681K
67.6K $3.75B
GOOGL
Alphabet Inc.

Communication Services
249
+ 2.79%
$161.86 - $196.66 $40.3K - $49K
9.17K $1.74B
Arista Networks Inc Com Shs
2.13K
New
N/A
2.13K $235M
RTX
Raytheon Technologies Corp

Industrials
2.03K
+ 211.0%
$114.45 - $127.21 $233K - $259K
3K $347M
GOOG
Alphabet Inc.

Communication Services
60
+ 0.73%
$163.08 - $198.16 $9.78K - $11.9K
8.32K $1.59B
XNTK
Spdr Series Trust Spdr Nyse Te

ETFs
1K
New
$194.9 - $214.12 $195K - $214K
1K $202M
GS
Goldman Sachs Group Inc

Financial Services
45
+ 2.34%
$486.1 - $608.57 $21.9K - $27.4K
1.96K $1.12B
CRM
Salesforce, Inc.

Technology
55
+ 2.16%
$270.87 - $367.87 $14.9K - $20.2K
2.6K $870M
GVI
Ishares Tr

ETFs
1.65K
New
$103.89 - $107.05 $171K - $177K
1.65K $172M
PNW
Pinnacle West Capital Corp

Utilities
1.72K
+ 140.69%
$84.03 - $94.52 $145K - $163K
2.95K $250M
TSLA
Tesla, Inc.

Consumer Cyclical
48
+ 5.84%
$213.65 - $479.86 $10.3K - $23K
870 $351M
YUM
Yum Brands Inc

Consumer Cyclical
1K
+ 478.47%
$130.36 - $139.54 $130K - $140K
1.21K $162M
WFC
Wells Fargo & Company

Financial Services
535
+ 7.74%
$54.98 - $77.35 $29.4K - $41.4K
7.45K $523M
AVUS
American Centy ETF Tr Avantis

ETFs
1.28K
+ 127.5%
$94.36 - $102.06 $120K - $130K
2.28K $221M
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
3.16K
New
$38.37 - $42.82 $121K - $135K
3.16K $121M
XBI
Spdr Ser Tr Spdr S&P Biotech E

ETFs
1.3K
New
$89.81 - $104.0 $117K - $135K
1.3K $117M
IWF
Ishares Russell 1000 Gr ETF

ETFs
201
+ 27.8%
$370.24 - $418.94 $74.4K - $84.2K
924 $371M
SLVM
Sylvamo Corp

Basic Materials
1.23K
+ 277.93%
$78.56 - $95.69 $96.9K - $118K
1.68K $133M
WMT
Walmart Inc.

Consumer Defensive
64
+ 0.79%
$79.1 - $95.7 $5.06K - $6.12K
8.12K $734M
Activity Summary
Buys All Purchases 508 New Holdings 197 Increased Positions 311 Sells All Sells 211 Reductions 208 Sold out 3 Options Calls 0 Puts 0
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