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
$18.5B
$6.84 Million 0.0% of portfolio
119
Q4 2024 Added 83.08%
$1B
$3.99 Million 0.0% of portfolio
1,094
Q1 2024 New
$11.1B
$1.62 Million 0.0% of portfolio
9
Q4 2024 Reduced 30.77%
$11.9B
$7.09 Million 0.0% of portfolio
28
Q4 2023 New
$903M
$6.12 Million 0.0% of portfolio
251
Q4 2024 Added 332.76%
$1.99B
$319,000 0.0% of portfolio
17
Q4 2024 New
$7.46B
$6.4 Million 0.0% of portfolio
118
Q4 2023 New
$228M
$2.03 Million 0.0% of portfolio
32
Q2 2024 New
$1.89B
$351,000 0.0% of portfolio
27
Q4 2024 New
$616M
$1.67 Million 0.0% of portfolio
177
Q4 2024 New
$49.3B
$13.8 Million 0.0% of portfolio
176
Q3 2024 New
$4.26B
$9.26 Million 0.0% of portfolio
158
Q3 2024 New
$28.6B
$3.55 Million 0.0% of portfolio
19
Q3 2024 New
$0
$0 0.0% of portfolio
0
Q4 2024 New
$123B
$1.15 Million 0.0% of portfolio
18
Q4 2024 Added 28.57%
$14.6B
$1.2 Million 0.0% of portfolio
73
Q4 2024 New
$7.02B
$5.67 Million 0.0% of portfolio
57
Q4 2023 New
$18B
$11.7 Million 0.0% of portfolio
209
Q3 2024 Added 115.46%
$994M
$848,000 0.0% of portfolio
60
Q4 2024 New
$5.31B
$5.48 Million 0.0% of portfolio
17
Q4 2023 New
$4.92B
$1.07 Million 0.0% of portfolio
5
Q3 2024 New
$234M
$1.4 Million 0.0% of portfolio
45
Q4 2023 New
$23.9B
$7.02 Million 0.0% of portfolio
108
Q3 2024 Added 0.93%
$0
$12.2 Million 0.0% of portfolio
1,152
Q3 2024 New
$37.4B
$10.1 Million 0.0% of portfolio
17
Q4 2023 New
$1.24B
$756,000 0.0% of portfolio
21
Q3 2024 New
$257M
$2.95 Million 0.0% of portfolio
233
Q4 2023 New
$0
$8.87 Million 0.0% of portfolio
204
Q4 2024 New
Ferguson Enterprises Inc Common Stock New
-
$9.37 Million 0.0% of portfolio
-
Q3 2024 New
$20.3B
$4.99 Million 0.0% of portfolio
114
Q4 2024 Reduced 14.93%
$279M
$1.12 Million 0.0% of portfolio
180
Q4 2024 Reduced 83.71%
$1.32B
$1.74 Million 0.0% of portfolio
64
Q4 2023 New
$0
$859,000 0.0% of portfolio
19
Q1 2024 Reduced 98.12%
$13.8B
$1.67 Million 0.0% of portfolio
5
Q3 2024 New
$26.8B
$3.86 Million 0.0% of portfolio
24
Q4 2023 New
$648M
$398,000 0.0% of portfolio
25
Q3 2024 Reduced 19.35%
$2.12B
$4.33 Million 0.0% of portfolio
59
Q4 2023 New
$124B
$2.9 Million 0.0% of portfolio
58
Q4 2023 New
$3.08B
$575,000 0.0% of portfolio
6
Q4 2024 New
$6.71B
$2.8 Million 0.0% of portfolio
88
Q4 2023 New
$4.02B
$8.54 Million 0.0% of portfolio
83
Q4 2023 New
$8.78B
$509,000 0.0% of portfolio
3
Q4 2024 New
$1.7B
$255,000 0.0% of portfolio
14
Q4 2024 New
Core Laboratories Inc Com
-
$467,000 0.0% of portfolio
-
Q3 2024 Reduced 57.81%
$7.78B
$5.3 Million 0.0% of portfolio
43
Q4 2024 Added 616.67%
$8.14B
$452,000 0.0% of portfolio
2
Q3 2024 New
$5.14B
$5.57 Million 0.0% of portfolio
113
Q4 2023 New
$5.49B
$10.2 Million 0.0% of portfolio
66
Q4 2023 New
$271M
$2.21 Million 0.0% of portfolio
72
Q2 2024 Added 100.0%

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
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