Fortitude Family Office, LLC Reduced Holdings in Q4 2024

Fortitude Family Office, LLC

  • $280 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
KNX
Knight Swift Transportation Holdings Inc.

Industrials
-249K
- 50.19%
$49.84 - $59.6 $12.4M - $14.8M
247K $13.1B
TIP
Ishares Tr Tips Bd ETF

ETFs
-31.1K
- 43.37%
$106.33 - $110.69 $3.31M - $3.45M
40.6K $4.33B
USFR
Wisdomtree Floating Rate Treas

ETFs
-17.1K
- 20.37%
$50.23 - $50.46 $861K - $865K
67K $3.37B
DHI
Horton D R Inc

Consumer Cyclical
-5
- 0.06%
$137.24 - $194.56 $686 - $973
8.27K $1.16B
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
-6.21K
- 9.26%
$50.37 - $50.6 $313K - $314K
60.8K $3.06B
ELV
Elevance Health, Inc.

Healthcare
-452
- 59.95%
$365.96 - $514.62 $165K - $233K
302 $111M
DEO
Diageo PLC

Consumer Defensive
-1.18K
- 33.07%
$118.0 - $139.88 $139K - $165K
2.39K $304M
JNJ
Johnson & Johnson

Healthcare
-267
- 3.36%
$143.34 - $165.86 $38.3K - $44.3K
7.69K $1.11B
VZ
Verizon Communications Inc

Communication Services
-2.22K
- 13.3%
$39.6 - $45.21 $87.8K - $100K
14.4K $578M
MU
Micron Technology Inc

Technology
-130
- 1.78%
$84.16 - $113.41 $10.9K - $14.7K
7.18K $604M
NIE
Virtus Allianz Gi Equity & Convertible Income Fund

Financial Services
-6.98K
- 43.12%
$22.75 - $25.31 $159K - $177K
9.2K $227M
XOM
Exxon Mobil Corp

Energy
-721
- 12.87%
$105.51 - $125.37 $76.1K - $90.4K
4.88K $525M
AMD
Advanced Micro Devices Inc

Technology
-112
- 4.19%
$118.88 - $172.8 $13.3K - $19.4K
2.56K $310M
Activepassive U.S. Equity ETF
-2.94K
- 77.57%
N/A
850 $30.4M
PML
Pimco Municipal Income Fund Ii

Financial Services
-6.67K
- 22.65%
$8.02 - $9.52 $53.5K - $63.5K
22.8K $184M
NFJ
Virtus Dividend, Interest & Premium Strategy Fund

Financial Services
-6.7K
- 37.02%
$12.16 - $13.26 $81.5K - $88.8K
11.4K $144M
IQV
Iqvia Holdings Inc.

Healthcare
-21
- 1.06%
$190.97 - $236.63 $4.01K - $4.97K
1.96K $384M
CVX
Chevron Corp

Energy
-472
- 8.94%
$141.15 - $162.53 $66.6K - $76.7K
4.81K $696M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-168
- 18.65%
$521.84 - $558.82 $87.7K - $93.9K
733 $395M
LOW
Lowes Companies Inc

Consumer Cyclical
-133
- 6.75%
$244.52 - $284.07 $32.5K - $37.8K
1.84K $453M
EOI
Eaton Vance Enhanced Equity Income Fund

Financial Services
-3.75K
- 78.95%
$19.62 - $21.98 $73.6K - $82.4K
1K $20.8M
PFE
Pfizer Inc

Healthcare
-904
- 6.57%
$24.8 - $30.19 $22.4K - $27.3K
12.9K $341M
TTE
Total Energies Se

Energy
-784
- 62.03%
N/A
480 $26.2M
Activepassive Core Bond ETF
-1.75K
- 91.87%
N/A
155 $4.49M
PHK
Pimco High Income Fund

Financial Services
-10.6K
- 90.55%
$4.85 - $5.16 $51.6K - $54.9K
1.11K $5.4M
Activepassive International Equity ETF
-1.63K
- 77.54%
N/A
471 $13.2M
EXC
Exelon Corp

Utilities
-1.21K
- 63.03%
$36.22 - $40.97 $43.7K - $49.5K
708 $26.6M
VB
Vanguard Small Cap ETF

ETFs
-269
- 5.16%
$233.76 - $261.58 $62.9K - $70.4K
4.94K $1.19B
American Healthcare Reit Inc Com Shs
-1.88K
- 60.0%
N/A
1.25K $35.5M
HYLB
Xtrackers Usd High Yield Corp

ETFs
-1.2K
- 43.93%
$35.95 - $36.76 $43K - $43.9K
1.53K $55M
SOFI
So Fi Technologies, Inc.

Financial Services
-5.45K
- 98.34%
$7.63 - $16.88 $41.6K - $92K
92 $1.42M
IAU
Ishares Gold Trust

ETFs
-807
- 16.03%
$48.37 - $52.65 $39K - $42.5K
4.23K $209M
ANGL
Vaneck ETF Tr Fallen Angel Hig

ETFs
-1.38K
- 89.23%
$28.6 - $29.27 $39.3K - $40.2K
166 $4.76M
UPS
United Parcel Service Inc

Industrials
-58
- 1.84%
$122.65 - $138.35 $7.11K - $8.02K
3.09K $390M
TGT
Target Corp

Consumer Defensive
-64
- 4.62%
$121.59 - $160.69 $7.78K - $10.3K
1.32K $179M
KO
Coca Cola CO

Consumer Defensive
-19
- 0.63%
$61.74 - $71.71 $1.17K - $1.36K
2.98K $185M
AEP
American Electric Power CO Inc

Utilities
-144
- 9.98%
$90.91 - $102.21 $13.1K - $14.7K
1.3K $120M
IBM
International Business Machines Corp

Technology
-83
- 1.41%
$204.9 - $238.04 $17K - $19.8K
5.79K $1.27B
RIVN
Rivian Automotive, Inc.

Consumer Cyclical
-2.85K
- 47.28%
$9.71 - $15.34 $27.6K - $43.7K
3.17K $42.2M
PEAK
Healthpeak Properties, Inc.

Real Estate
-1.05K
- 73.89%
N/A
371 $7.52M
CI
Cigna Corp

Healthcare
-1
- 0.29%
$265.59 - $358.58 $266 - $359
341 $94.2M
BABA
Alibaba Group Holding LTD

Consumer Cyclical
-5
- 0.5%
$82.28 - $117.52 $411 - $588
1K $84.8M
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
-2
- 3.57%
$701.85 - $1046.91 $1.4K - $2.09K
54 $38.5M
EVV
Eaton Vance LTD Duration Income Fund

Financial Services
-1.75K
- 55.73%
$9.77 - $10.51 $17.1K - $18.4K
1.39K $13.6M
CDW
Cdw Corp

Technology
-57
- 33.33%
$171.49 - $225.64 $9.77K - $12.9K
114 $19.8M
AMT
American Tower Corp

Real Estate
-71
- 66.36%
$179.4 - $232.01 $12.7K - $16.5K
36 $6.6M
NVS
Novartis Ag

Healthcare
-128
- 40.0%
$96.78 - $117.18 $12.4K - $15K
192 $18.7M
A
Agilent Technologies, Inc.

Healthcare
-95
- 40.6%
$125.69 - $146.56 $11.9K - $13.9K
139 $18.7M
ZTS
Zoetis Inc.

Healthcare
-50
- 21.01%
$162.24 - $194.42 $8.11K - $9.72K
188 $30.6M
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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