Fortitude Family Office, LLC Incresed Positions in Q4 2024

Fortitude Family Office, LLC

  • $280 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
AFL
Aflac Inc

Financial Services
37
+ 13.96%
$100.37 - $115.27 $3.71K - $4.26K
302 $31.2M
SCHX
Schwab Strategic Tr Us Large C

ETFs
1.82K
+ 200.0%
$22.4 - $68.28 $40.8K - $124K
2.73K $63.3M
GPI
Group 1 Automotive Inc

Consumer Cyclical
2
+ 12.5%
$344.56 - $435.0 $689 - $870
18 $7.59M
PM
Philip Morris International Inc.

Consumer Defensive
30
+ 1.46%
$118.38 - $133.06 $3.55K - $3.99K
2.09K $251M
PFMT
Performant Financial Corp

Industrials
480
+ 1142.86%
$2.92 - $4.28 $1.4K - $2.05K
522 $1.58M
COCO
Vita Coco Company, Inc.

Consumer Defensive
6
+ 4.32%
$27.78 - $37.02 $167 - $222
145 $5.35M
LADR
Ladder Capital Corp

Real Estate
126
+ 111.5%
$10.95 - $11.99 $1.38K - $1.51K
239 $2.67M
CMA
Comerica Inc

Financial Services
1
+ 0.15%
$57.88 - $72.73 $57.9 - $72.7
655 $40.5M
TCBI
Texas Capital Bancshares Inc

Financial Services
9
+ 9.47%
$69.88 - $89.68 $629 - $807
104 $8.13M
SHEL
Shell PLC

Energy
45
+ 10.0%
$60.63 - $70.23 $2.73K - $3.16K
495 $31M
PANW
Palo Alto Networks Inc

Technology
59
+ 100.0%
$181.96 - $405.9 $10.7K - $23.9K
118 $21.5M
RIO
Rio Tinto PLC

Basic Materials
28
+ 100.0%
$58.59 - $71.15 $1.64K - $1.99K
56 $3.29M
TROW
Price T Rowe Group Inc

Financial Services
8
+ 8.7%
$106.48 - $124.69 $852 - $998
100 $11.3M
SRE
Sempra Energy

Utilities
10
+ 10.31%
$80.81 - $94.77 $808 - $948
107 $9.39M
UNM
Unum Group

Financial Services
3
+ 3.95%
$58.88 - $77.07 $177 - $231
79 $5.77M
FMX
Mexican Economic Development Inc

Consumer Defensive
17
+ 77.27%
$84.71 - $99.68 $1.44K - $1.69K
39 $3.33M
JWN
Nordstrom Inc

Consumer Cyclical
41
+ 455.56%
$21.42 - $24.9 $878 - $1.02K
50 $1.21M
BKU
Bank United, Inc.

Financial Services
22
+ 44.9%
$34.61 - $43.2 $761 - $950
71 $2.71M
CARE
Carter Bankshares, Inc.

Financial Services
46
+ 17.76%
$17.01 - $20.3 $782 - $934
305 $5.37M
AMR
Alpha Metallurgical Resources, Inc.

Basic Materials
4
+ 133.33%
$198.56 - $251.73 $794 - $1.01K
7 $1.4M
HAL
Halliburton CO

Energy
30
+ 44.12%
$25.77 - $31.99 $773 - $960
98 $2.67M
GIII
G Iii Apparel Group LTD

Consumer Cyclical
13
+ 10.92%
$28.49 - $36.1 $370 - $469
132 $4.31M
ITOT
Ishares Core S&P Total U.S. St

ETFs
1
+ 0.53%
$124.26 - $134.12 $124 - $134
191 $24.5M
ARCH
Arch Resources, Inc.

Energy
4
+ 200.0%
$134.17 - $175.55 $537 - $702
6 $847K
HRB
H&R Block Inc

Consumer Cyclical
21
+ 40.38%
$52.14 - $63.36 $1.09K - $1.33K
73 $3.86M
INN
Summit Hotel Properties, Inc.

Real Estate
72
+ 514.29%
$6.06 - $7.14 $436 - $514
86 $589K
IPI
Intrepid Potash, Inc.

Basic Materials
27
+ 36.0%
$21.19 - $28.79 $572 - $777
102 $2.24M
WELL
Welltower Inc.

Real Estate
8
+ 2.77%
$123.11 - $139.3 $985 - $1.11K
297 $37.4M
REZI
Resideo Technologies, Inc.

Industrials
3
+ 2.56%
$19.3 - $27.75 $57.9 - $83.3
120 $2.77M
DFAU
Dimensional ETF Tr

ETFs
1
+ 0.24%
$39.27 - $42.38 $39.3 - $42.4
416 $16.9M
NRDS
Nerdwallet, Inc.

Financial Services
13
+ 3.72%
$10.99 - $16.0 $143 - $208
362 $4.82M
HPE
Hewlett Packard Enterprise CO

Technology
12
+ 9.6%
$19.31 - $23.95 $232 - $287
137 $2.93M
PSX
Phillips 66

Energy
38
+ 16.67%
$110.35 - $138.93 $4.19K - $5.28K
266 $30.3M
HDB
Hdfc Bank LTD

Financial Services
4
+ 28.57%
$59.45 - $68.01 $238 - $272
18 $1.15M
DTE
Dte Energy CO

Utilities
12
+ 7.59%
$117.04 - $129.77 $1.4K - $1.56K
170 $20.5M
OBE
Obsidian Energy Ltd.

Energy
32
+ 37.65%
$4.91 - $6.36 $157 - $204
117 $677K
VTWO
Vanguard Russell 2000 ETF

ETFs
3
+ 0.44%
$87.42 - $98.06 $262 - $294
686 $61.3M
PPL
Ppl Corp

Utilities
21
+ 2.69%
$31.47 - $35.0 $661 - $735
801 $26M
S
Sentinel One, Inc.

Technology
10
+ 66.67%
$22.05 - $28.68 $221 - $287
25 $555K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
3
+ 0.73%
$126.68 - $134.74 $380 - $404
415 $53M
DINO
Hf Sinclair Corp

Energy
24
+ 30.77%
$33.69 - $47.67 $809 - $1.14K
102 $3.58M
CTVA
Corteva, Inc.

Basic Materials
11
+ 3.59%
$55.21 - $64.13 $607 - $705
317 $18.1M
SLG
Sl Green Realty Corp

Real Estate
2
+ 3.92%
$66.24 - $81.13 $132 - $162
53 $3.6M
ED
Consolidated Edison Inc

Utilities
30
+ 16.85%
$88.87 - $107.38 $2.67K - $3.22K
208 $18.6M
DBL
Double Line Opportunistic Credit Fund

Financial Services
11
+ 2.1%
$15.17 - $15.89 $167 - $175
535 $8.3M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
24
+ 100.0%
$18.41 - $40.87 $442 - $981
48 $888K
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
6
+ 1.49%
$77.86 - $79.27 $467 - $476
410 $32M
FNDX
Schwab Fundamental U S Large C

ETFs
572
+ 200.7%
$23.49 - $71.77 $13.4K - $41.1K
857 $20.3M
INSW
International Seaways, Inc.

Energy
14
+ 32.56%
$32.46 - $54.3 $454 - $760
57 $2.05M
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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