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 $10 Billions to $200 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$34.7B
$2.17 Million 0.0% of portfolio
22
Q3 2024 New
$88.6B
$6.46 Million 0.0% of portfolio
136
Q4 2023 New
$11.7B
$635,000 0.0% of portfolio
5
Q3 2024 New
$46.5B
$11.2 Million 0.0% of portfolio
94
Q3 2024 Added 147.37%
$28.4B
$3.65 Million 0.0% of portfolio
33
Q3 2024 New
$100B
$1.39 Million 0.0% of portfolio
22
Q3 2024 New
$31.9B
$12.6 Million 0.0% of portfolio
103
Q4 2023 New
$13.4B
$7.33 Million 0.0% of portfolio
32
Q4 2023 New
$16.1B
$6.28 Million 0.0% of portfolio
27
Q4 2023 New
$14.6B
$10.8 Million 0.0% of portfolio
25
Q3 2024 Added 108.33%

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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