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 $50 Millions to $300 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$209M
$38.8 Million 0.02% of portfolio
12,546
Q2 2024 Added 264.92%
$258M
$26.6 Million 0.01% of portfolio
4,068
Q3 2024 Added 0.99%
$199M
$17.8 Million 0.01% of portfolio
11,136
Q3 2024 Added 156.95%
$101M
$5.34 Million 0.0% of portfolio
3,103
Q3 2024 New
$93.6M
$48,000 0.0% of portfolio
4
Q4 2023 New
$276M
$35,000 0.0% of portfolio
3
Q4 2023 New
$214M
$559,000 0.0% of portfolio
281
Q4 2023 New
$267M
$394,000 0.0% of portfolio
42
Q2 2024 Reduced 79.71%
$181M
$4.8 Million 0.0% of portfolio
310
Q3 2024 Reduced 11.43%
$120M
$19,000 0.0% of portfolio
6
Q3 2024 New
$62.9M
$1.93 Million 0.0% of portfolio
959
Q3 2024 New
$261M
$1.58 Million 0.0% of portfolio
657
Q1 2024 New
$139M
$8.28 Million 0.0% of portfolio
3,351
Q3 2024 New
$150M
$4.82 Million 0.0% of portfolio
1,066
Q2 2024 Reduced 22.36%
$130M
$3.17 Million 0.0% of portfolio
184
Q1 2024 New
$257M
$1.14 Million 0.0% of portfolio
59
Q4 2023 New
$173M
$3.37 Million 0.0% of portfolio
1,832
Q3 2024 New
$88.4M
$1.29 Million 0.0% of portfolio
1,462
Q3 2024 New
$290M
$1.4 Million 0.0% of portfolio
159
Q3 2024 New
$170M
$1.86 Million 0.0% of portfolio
118
Q2 2024 Reduced 84.01%
$181M
$44,000 0.0% of portfolio
4
Q4 2023 New
$122M
$1.13 Million 0.0% of portfolio
518
Q3 2024 Reduced 19.57%
$211M
$720,000 0.0% of portfolio
180
Q3 2024 New
$206M
$5.97 Million 0.0% of portfolio
4,422
Q3 2024 Added 257.48%
$60.8M
$678,000 0.0% of portfolio
385
Q3 2024 New
$167M
$1.59 Million 0.0% of portfolio
542
Q3 2024 New
$285M
$157,000 0.0% of portfolio
42
Q3 2024 New
$80.6M
$288,000 0.0% of portfolio
310
Q2 2024 Added 47.62%
$239M
$1.88 Million 0.0% of portfolio
32
Q2 2024 New
$222M
$1.35 Million 0.0% of portfolio
45
Q4 2023 New
$254M
$2.51 Million 0.0% of portfolio
233
Q4 2023 New
$274M
$2.15 Million 0.0% of portfolio
72
Q2 2024 Added 100.0%
$99.6M
$816,000 0.0% of portfolio
252
Q2 2024 Reduced 25.88%

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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