Fortitude Family Office, LLC Purchases in Q3 2024

Fortitude Family Office, LLC

  • $253 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
KNX
Knight Swift Transportation Holdings Inc.

Industrials
496K
New
$47.99 - $54.43 $23.8M - $27M
496K $26.8B
AAPL
Apple Inc.

Technology
7.88K
+ 5.58%
$207.23 - $234.82 $1.63M - $1.85M
149K $34.7B
IVV
Ishares Core S&P 500 ETF

ETFs
1.89K
+ 4.58%
$520.18 - $576.82 $983K - $1.09M
43.1K $24.9B
LLY
Eli Lilly & CO

Healthcare
1.63K
+ 218.45%
$772.14 - $960.02 $1.26M - $1.57M
2.38K $2.11B
TIP
Ishares Tr Tips Bd ETF

ETFs
10.1K
+ 16.46%
$105.92 - $110.83 $1.07M - $1.12M
71.8K $7.93B
HD
Home Depot, Inc.

Consumer Cyclical
2.92K
+ 110.89%
$333.64 - $405.2 $975K - $1.18M
5.56K $2.25B
ABBV
Abb Vie Inc.

Healthcare
6.16K
+ 150.4%
$163.84 - $199.33 $1.01M - $1.23M
10.3K $2.03B
MSFT
Microsoft Corp

Technology
3.01K
+ 79.54%
$395.15 - $467.56 $1.19M - $1.41M
6.79K $2.92B
VO
Vanguard Mid Cap ETF

ETFs
2.05K
+ 7.02%
$237.84 - $263.83 $488K - $541K
31.3K $8.25B
VEA
Vanguard Ftse Developed Market

ETFs
19.3K
+ 64.95%
$47.6 - $53.31 $920K - $1.03M
49.1K $2.59B
JNJ
Johnson & Johnson

Healthcare
6.52K
+ 452.95%
$145.48 - $167.38 $948K - $1.09M
7.96K $1.29B
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
20.9K
+ 45.33%
$50.25 - $50.74 $1.05M - $1.06M
67K $3.4B
IBM
International Business Machines Corp

Technology
4.47K
+ 317.92%
$175.1 - $223.38 $783K - $999K
5.88K $1.3B
COST
Costco Wholesale Corp

Consumer Defensive
1.03K
+ 95.01%
$801.83 - $917.05 $824K - $943K
2.11K $1.87B
IRM
Iron Mountain Inc

Real Estate
7.08K
+ 480.31%
$89.69 - $119.32 $635K - $844K
8.55K $1.02B
DFEM
Dimensional ETF Tr Emerging Mk

ETFs
20.7K
+ 10.97%
$25.21 - $28.46 $521K - $588K
209K $5.88B
PG
Procter & Gamble CO

Consumer Defensive
4.79K
+ 737.75%
$160.76 - $177.82 $770K - $851K
5.44K $942M
Blackrock Inc Com
842
New
N/A
842 $799M
AVLV
American Centy ETF Tr Avantis
7.42K
+ 10.1%
$60.05 - $65.83 $445K - $488K
80.8K $5.32B
JPM
Jpmorgan Chase & CO

Financial Services
2.98K
+ 40.24%
$194.9 - $224.8 $581K - $670K
10.4K $2.19B
IJR
Ishares Core S&P Sm Cap ETF

ETFs
2.53K
+ 7.42%
$105.53 - $118.34 $267K - $299K
36.6K $4.28B
BX
Blackstone Inc.

Financial Services
3.85K
+ 595.05%
$120.77 - $159.66 $465K - $615K
4.5K $689M
IEMG
Ishares Inc

ETFs
4.58K
+ 5.67%
$53.64 - $53.64 $246K - $246K
85.3K $4.9B
WMT
Walmart Inc.

Consumer Defensive
6.47K
+ 407.75%
$66.91 - $81.4 $433K - $527K
8.06K $651M
Sila Realty Trust Inc Class A
21.4K
New
N/A
21.4K $541M
CAT
Caterpillar Inc

Industrials
1.29K
+ 969.92%
$316.8 - $391.12 $409K - $505K
1.42K $557M
T
At&T Inc.

Communication Services
17.5K
+ 41.52%
$18.21 - $22.28 $319K - $390K
59.7K $1.31B
DEO
Diageo PLC

Consumer Defensive
3.57K
New
$120.02 - $140.77 $429K - $503K
3.57K $501M
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
3.42K
New
$125.95 - $142.04 $430K - $485K
3.42K $485M
VZ
Verizon Communications Inc

Communication Services
10.1K
+ 152.23%
$38.89 - $45.0 $391K - $453K
16.7K $748M
CVX
Chevron Corp

Energy
3.3K
+ 166.43%
$137.88 - $161.97 $455K - $534K
5.28K $777M
DHI
Horton D R Inc

Consumer Cyclical
204
+ 2.53%
$135.21 - $197.06 $27.6K - $40.2K
8.28K $1.58B
AVDV
American Centy ETF Tr Avantis

ETFs
1.9K
+ 3.76%
$62.52 - $71.12 $119K - $135K
52.4K $3.71B
SFM
Sprouts Farmers Market, Inc.

Consumer Defensive
3.65K
+ 5367.65%
$80.44 - $110.41 $294K - $403K
3.72K $411M
USFR
Wisdomtree Floating Rate Treas

ETFs
7.7K
+ 10.07%
$50.2 - $50.48 $386K - $389K
84.2K $4.23B
DFAT
Dimensional ETF Tr U S Target

ETFs
3.51K
+ 7.31%
$51.0 - $57.07 $179K - $200K
51.5K $2.87B
NIE
Virtus Allianz Gi Equity & Convertible Income Fund

Financial Services
16.2K
New
$21.12 - $23.6 $342K - $382K
16.2K $372M
AMD
Advanced Micro Devices Inc

Technology
2.11K
+ 376.83%
$128.67 - $183.96 $272K - $389K
2.68K $439M
DE
Deere & CO

Industrials
732
+ 160.88%
$344.84 - $418.0 $252K - $306K
1.19K $495M
V
Visa Inc.

Financial Services
1.07K
+ 233.84%
$253.74 - $291.56 $272K - $312K
1.53K $420M
ABT
Abbott Laboratories

Healthcare
2.48K
+ 195.9%
$100.07 - $118.13 $249K - $293K
3.75K $428M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
1.5K
+ 2.95%
$41.9 - $48.26 $62.8K - $72.3K
52.2K $2.5B
PML
Pimco Municipal Income Fund Ii

Financial Services
29.4K
New
$8.4 - $9.39 $247K - $276K
29.4K $276M
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
2.82K
+ 5.27%
$56.04 - $62.99 $158K - $178K
56.4K $3.45B
LOW
Lowes Companies Inc

Consumer Cyclical
754
+ 62.01%
$213.3 - $270.78 $161K - $204K
1.97K $534M
XLU
Utilities Sector Spdr

ETFs
3.21K
New
$67.67 - $80.78 $217K - $259K
3.21K $259M
NVDA
Nvidia Corp

Technology
2.25K
+ 24.24%
$98.91 - $134.91 $223K - $304K
11.5K $1.4B
SPY
Spdr S&P 500 ETF Trust

ETFs
408
+ 92.52%
$517.38 - $573.86 $211K - $234K
849 $487M
SO
Southern CO

Utilities
2.59K
+ 278.11%
$77.0 - $90.52 $200K - $235K
3.52K $318M
Activity Summary
Buys All Purchases 682 New Holdings 345 Increased Positions 337 Sells All Sells 71 Reductions 70 Sold out 1 Options Calls 0 Puts 0
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