Fortitude Family Office, LLC Portfolio Holdings

Fortitude Family Office, LLC

  • $280 Billion
  • Q4 2024

Fortitude Family Office, LLC has filed its 13F form on January 08, 2025 for Q4 2024 where it was disclosed a total value porftolio of $280 Billion distributed in 1298 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $38.7B, Ishares Core S&P 500 ETF with a value of $28.4B, Ishares Core Msci Intl Develop with a value of $15B, Knight Swift Transportation Holdings Inc. with a value of $13.1B, and Vanguard Mid Cap ETF with a value of $9.89B.

Examining the 13F form we can see an increase of $27.6B in the current position value, from $253B to 280B. Also it can be appreciated an additional of 197 stocks purchases and 3 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 $280 Billion
ETFs: $138 Billion
Technology: $51.6 Billion
Industrials: $19.2 Billion
Financial Services: $17.1 Billion
Consumer Cyclical: $12.4 Billion
Healthcare: $11.1 Billion
Consumer Defensive: $7.27 Billion
Communication Services: $6.67 Billion
Other: $7.43 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$5.11B
$36,000 0.0% of portfolio
3
Q4 2024 New
$8.7B
$5.85 Million 0.0% of portfolio
69
Q3 2024 New
$0
$10.1 Million 0.0% of portfolio
700
Q4 2024 New
$17.9B
$4.39 Million 0.0% of portfolio
118
Q4 2023 New
$5.55B
$9.94 Million 0.0% of portfolio
105
Q4 2024 New
$3.33B
$9.89 Million 0.0% of portfolio
199
Q4 2024 Reduced 3.86%
$2.28B
$2.44 Million 0.0% of portfolio
117
Q4 2023 New
$3.02B
$1.3 Million 0.0% of portfolio
70
Q4 2023 New
$47.6B
$6.46 Million 0.0% of portfolio
80
Q4 2023 New
$5.53B
$12.8 Million 0.0% of portfolio
475
Q4 2024 New
$32.7B
$3.75 Million 0.0% of portfolio
33
Q4 2024 Added 83.33%
$8.11B
$5.68 Million 0.0% of portfolio
98
Q1 2024 Added 84.91%
$3.49B
$11.1 Million 0.0% of portfolio
253
Q4 2023 New
$3.28B
$4.35 Million 0.0% of portfolio
33
Q1 2024 New
$732M
$461,000 0.0% of portfolio
38
Q3 2024 New
$1.43B
$386,000 0.0% of portfolio
65
Q4 2024 New
$2.62B
$1.8 Million 0.0% of portfolio
49
Q1 2024 Reduced 58.12%
$971M
$5.28 Million 0.0% of portfolio
131
Q4 2024 Added 5.65%
$392M
$4.63 Million 0.0% of portfolio
574
Q4 2023 New
$6.36B
$7.59 Million 0.0% of portfolio
18
Q4 2024 Added 12.5%
$8.68B
$1.19 Million 0.0% of portfolio
33
Q3 2024 New
$30.7B
$0 0.0% of portfolio
0
Q4 2024 New
$857M
$4.66 Million 0.0% of portfolio
86
Q4 2023 New
$0
$0 0.0% of portfolio
0
Q4 2024 New
$4.08B
$654,000 0.0% of portfolio
15
Q4 2024 Reduced 31.82%
Nebius Group N.V. Shs Class A
-
$526,000 0.0% of portfolio
-
Q4 2024 Reduced 5.0%
$9.61B
$1.88 Million 0.0% of portfolio
28
Q4 2024 New
$75.1M
$220,000 0.0% of portfolio
657
Q1 2024 New
$608M
$789,000 0.0% of portfolio
212
Q4 2024 New
$4.23B
$3.27 Million 0.0% of portfolio
64
Q2 2024 New
$563M
$1.01 Million 0.0% of portfolio
381
Q4 2023 New
$3.94B
$3.76 Million 0.0% of portfolio
358
Q3 2024 New
$4.63B
$2.13 Million 0.0% of portfolio
26
Q2 2024 Added 52.94%
$919M
$5.03 Million 0.0% of portfolio
999
Q4 2023 New
-
$28,000 0.0% of portfolio
-
Q4 2024 New
$108M
$13.5 Million 0.0% of portfolio
5,408
Q4 2024 Added 407.32%
$7.12B
$1.27 Million 0.0% of portfolio
38
Q4 2024 New
$10.8B
$8.82 Million 0.0% of portfolio
7
Q4 2023 New
Coherent Corp Com
-
$3.79 Million 0.0% of portfolio
-
Q3 2024 New
$5.48B
$3.19 Million 0.0% of portfolio
87
Q4 2024 Added 180.65%
$1.53B
$5.61 Million 0.0% of portfolio
498
Q4 2023 New
$22.3B
$12.1 Million 0.0% of portfolio
152
Q1 2024 Added 67.03%
$3.69B
$3.82 Million 0.0% of portfolio
212
Q4 2023 New
$19.4B
$1.21 Million 0.0% of portfolio
21
Q4 2024 Reduced 73.42%
$1.87B
$16,000 0.0% of portfolio
3
Q4 2024 Reduced 99.88%
$7.61B
$3.58 Million 0.0% of portfolio
102
Q4 2024 Added 30.77%
$9.01B
$1.6 Million 0.0% of portfolio
14
Q4 2024 Reduced 26.32%
$599M
$4.54 Million 0.0% of portfolio
774
Q4 2023 New
$12.9B
$3.64 Million 0.0% of portfolio
78
Q4 2024 Reduced 33.9%

Summary

  • Portfolio
  • No. of Stocks 1,298
  • Current Value $280 Billion
  • Prior Value $253 Billion
  • Filing
  • Period Q4 2024
  • Filing Date January 08, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 197 stocks
  • Additional Purchases 311 stocks
  • Sold out of 3 stocks
  • Reduced holdings in 208 stocks
Track This Portfolio

Track Fortitude Family Office, LLC Portfolio

Follow Fortitude Family Office, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Fortitude Family Office, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Fortitude Family Office, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email