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 Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$628M
$5 Million 0.0% of portfolio
336
Q4 2023 New
$53.8B
$3.55 Million 0.0% of portfolio
28
Q2 2024 New
$29.1B
$11 Million 0.0% of portfolio
6
Q2 2024 Added 200.0%
$10.1B
$11.7 Million 0.0% of portfolio
287
Q3 2024 Added 131.45%
$2.48B
$5.31 Million 0.0% of portfolio
372
Q3 2024 New
$43.8B
$3.47 Million 0.0% of portfolio
247
Q4 2023 New
$860M
$865,000 0.0% of portfolio
38
Q3 2024 New
$3.74B
$11.7 Million 0.0% of portfolio
637
Q4 2023 New
$967M
$6.48 Million 0.0% of portfolio
179
Q4 2023 New
$3.88B
$1.02 Million 0.0% of portfolio
16
Q3 2024 New
$886M
$5.67 Million 0.0% of portfolio
1,286
Q4 2023 New
$15.4B
$2.16 Million 0.0% of portfolio
30
Q3 2024 New
$2.13B
$6.8 Million 0.0% of portfolio
474
Q2 2024 Reduced 44.3%
$28.2B
$5.27 Million 0.0% of portfolio
119
Q4 2023 New
$2.12B
$4.27 Million 0.0% of portfolio
160
Q4 2023 New
$2.06B
$3.76 Million 0.0% of portfolio
57
Q1 2024 New
$3.33B
$8.04 Million 0.0% of portfolio
255
Q4 2023 New
$5.77B
$1.08 Million 0.0% of portfolio
84
Q4 2023 New
$3.8B
$5.69 Million 0.0% of portfolio
102
Q3 2024 New
$244M
$3.65 Million 0.0% of portfolio
2,537
Q3 2024 New
$166M
$3.37 Million 0.0% of portfolio
1,832
Q3 2024 New
$41.9B
$11.9 Million 0.0% of portfolio
83
Q2 2024 Added 62.75%
$2.73B
$4.09 Million 0.0% of portfolio
27
Q1 2024 New
$8.98B
$741,000 0.0% of portfolio
12
Q3 2024 New
$4.78B
$2.53 Million 0.0% of portfolio
132
Q3 2024 New
$9.11B
$511,000 0.0% of portfolio
7
Q3 2024 New
$83.6M
$1.29 Million 0.0% of portfolio
1,462
Q3 2024 New
$2.25B
$9.4 Million 0.0% of portfolio
207
Q1 2024 Reduced 12.66%
$3.27B
$1.49 Million 0.0% of portfolio
19
Q1 2024 Reduced 62.0%
$4.61B
$8.32 Million 0.0% of portfolio
191
Q4 2023 New
$878M
$1.58 Million 0.0% of portfolio
86
Q3 2024 New
$8.73B
$6.37 Million 0.0% of portfolio
81
Q3 2024 New
$270M
$1.4 Million 0.0% of portfolio
159
Q3 2024 New
$5.31B
$359,000 0.0% of portfolio
15
Q3 2024 New
$446M
$1.22 Million 0.0% of portfolio
27
Q1 2024 Reduced 3.57%
$3.67B
$4.93 Million 0.0% of portfolio
220
Q4 2023 New
$542M
$422,000 0.0% of portfolio
102
Q2 2024 New
$1.42B
$430,000 0.0% of portfolio
46
Q3 2024 New
$807M
$6.87 Million 0.0% of portfolio
1,833
Q3 2024 New
$2.65B
$4.24 Million 0.0% of portfolio
299
Q3 2024 New
$1.29B
$1.49 Million 0.0% of portfolio
330
Q3 2024 New
$333M
$2.29 Million 0.0% of portfolio
185
Q2 2024 Reduced 55.64%
$3.71B
$459,000 0.0% of portfolio
130
Q3 2024 Added 62.5%
$3.62B
$3.4 Million 0.0% of portfolio
149
Q3 2024 New
$6.45B
$1.16 Million 0.0% of portfolio
105
Q3 2024 New
$2.1B
$3.04 Million 0.0% of portfolio
233
Q4 2023 New
$2.46B
$2.57 Million 0.0% of portfolio
100
Q2 2024 New
$0
$8.29 Million 0.0% of portfolio
524
Q3 2024 New
$479M
$4.84 Million 0.0% of portfolio
629
Q2 2024 Added 28.37%

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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