Fortitude Family Office
Latest statistics and disclosures from Fortitude Family Office's latest quarterly 13F-HR filing:
- Top 5 stock holdings are AAPL, KNX, IVV, IDEV, VO, and represent 43.00% of Fortitude Family Office's stock portfolio.
- Added to shares of these 10 stocks: KNX (+$27M), AAPL, LLY, MSFT, ABBV, HD, AMZN, TIP, IVV, JPST.
- Started 343 new stock positions in RYAAY, JNK, VGM, OBE, HLVX, ITGR, VERA, HDB, TTI, NDSN.
- Reduced shares in these 10 stocks: MCD, QQQ, , EMR, XOM, EPD, DHR, CL, HSBC, XHLF.
- Sold out of its positions in AVTE, ASLE, AMBC, AXL, ANDE, ARR, CAR, BBWI, BLK, BKGI.
- Fortitude Family Office was a net buyer of stock by $64M.
- Fortitude Family Office has $253M in assets under management (AUM), dropping by 42.97%.
- Central Index Key (CIK): 0001950506
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Portfolio Holdings for Fortitude Family Office
Fortitude Family Office holds 1208 positions in its portfolio as reported in the September 2024 quarterly 13F filing
Fortitude Family Office has 1208 total positions. Only the first 250 positions are shown.
- Sign up to view all of the Fortitude Family Office Sept. 30, 2024 positions
- Download the Fortitude Family Office September 2024 csv data
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Apple Stock (AAPL) | 13.8 | $35M | +5% | 149k | 233.00 |
|
| Knight-swift Transn Hldgs Inc Cl A Stock (KNX) | 10.6 | $27M | NEW | 496k | 53.95 |
|
| Ishares Core S&p 500 Etf Etf (IVV) | 9.9 | $25M | +4% | 43k | 576.81 |
|
| Ishares Core Msci International Developed Markets Etf Etf (IDEV) | 5.5 | $14M | 198k | 70.83 |
|
|
| Vanguard Mid-cap Etf Etf (VO) | 3.3 | $8.3M | +7% | 31k | 263.83 |
|
| Ishares Tips Bond Etf Etf (TIP) | 3.1 | $7.9M | +16% | 72k | 110.47 |
|
| Dimensional Emerging Markets Core Equity 2 Etf Etf (DFEM) | 2.3 | $5.9M | +10% | 209k | 28.15 |
|
| Avantis U.s. Large Cap Value Etf Etf (AVLV) | 2.1 | $5.3M | +10% | 81k | 65.83 |
|
| Ishares Core Msci Emerging Markets Etf Etf (IEMG) | 1.9 | $4.9M | +5% | 85k | 57.41 |
|
| Ishares Core S&p Small Cap Etf Etf (IJR) | 1.7 | $4.3M | +7% | 37k | 116.96 |
|
| Wisdomtree Floating Rate Treasury Fund Etf (USFR) | 1.7 | $4.2M | +10% | 84k | 50.22 |
|
| Avantis International Small Cap Value Etf Etf (AVDV) | 1.5 | $3.7M | +3% | 52k | 70.67 |
|
| Ishares Msci Emerging Markets Ex China Etf Etf (EMXC) | 1.4 | $3.4M | +5% | 56k | 61.11 |
|
| Jpmorgan Ultra-short Income Etf Etf (JPST) | 1.3 | $3.4M | +45% | 67k | 50.74 |
|
| Kkr & Co Stock (KKR) | 1.3 | $3.3M | 26k | 130.58 |
|
|
| Microsoft Corp Stock (MSFT) | 1.2 | $2.9M | +79% | 6.8k | 430.32 |
|
| Dimensional U.s. Targeted Value Etf Etf (DFAT) | 1.1 | $2.9M | +7% | 52k | 55.63 |
|
| Vanguard Ftse Developed Markets Etf Etf (VEA) | 1.0 | $2.6M | +64% | 49k | 52.81 |
|
| Vanguard Ftse Emerging Markets Etf Etf (VWO) | 1.0 | $2.5M | +2% | 52k | 47.85 |
|
| Ishares Core S&p Mid-cap Etf Etf (IJH) | 1.0 | $2.5M | 40k | 62.32 |
|
|
| Eli Lilly & Co Stock (LLY) | 1.0 | $2.5M | +142% | 2.8k | 885.94 |
|
| Amazon Stock (AMZN) | 0.9 | $2.3M | +100% | 12k | 186.33 |
|
| Home Depot Stock (HD) | 0.9 | $2.3M | +110% | 5.6k | 405.20 |
|
| Jpmorgan Chase & Co Stock (JPM) | 0.9 | $2.2M | +40% | 10k | 210.86 |
|
| Abbvie Stock (ABBV) | 0.8 | $2.0M | +150% | 10k | 197.48 |
|
| Costco Whsl Corp Stock (COST) | 0.7 | $1.9M | +95% | 2.1k | 886.52 |
|
| D R Horton Stock (DHI) | 0.6 | $1.6M | +2% | 8.3k | 190.77 |
|
| Alphabet Inc Cap Stk Cl A Stock (GOOGL) | 0.6 | $1.5M | +2% | 8.9k | 165.85 |
|
| Nvidia Corporation Stock (NVDA) | 0.6 | $1.4M | +24% | 12k | 121.44 |
|
| Alphabet Inc Cap Stk Cl C Stock (GOOG) | 0.5 | $1.4M | +6% | 8.3k | 167.19 |
|
| At&t Stock (T) | 0.5 | $1.3M | +41% | 60k | 22.00 |
|
| International Business Machs Stock (IBM) | 0.5 | $1.3M | +317% | 5.9k | 221.08 |
|
| Johnson & Johnson Stock (JNJ) | 0.5 | $1.3M | +452% | 8.0k | 162.06 |
|
| Vanguard Small-cap Etf Etf (VB) | 0.5 | $1.2M | 5.2k | 237.21 |
|
|
| Iron Mtn Inc Del Reit (IRM) | 0.4 | $1.0M | +480% | 8.5k | 118.83 |
|
| Spdr Portfolio S&p 500 Etf Etf (SPLG) | 0.4 | $980k | -2% | 15k | 67.51 |
|
| Goldman Sachs Group Stock (GS) | 0.4 | $950k | 1.9k | 495.11 |
|
|
| Procter And Gamble Stock (PG) | 0.4 | $942k | +737% | 5.4k | 173.20 |
|
| Bank America Corp Stock (BAC) | 0.4 | $940k | +21% | 24k | 39.68 |
|
| Mcdonalds Corp Stock (MCD) | 0.4 | $921k | -58% | 3.0k | 304.51 |
|
| Thermo Fisher Scientific Stock (TMO) | 0.3 | $883k | +2% | 1.4k | 618.57 |
|
| Vanguard Total Stock Market Etf Etf (VTI) | 0.3 | $858k | 3.0k | 283.15 |
|
|
| Amgen Stock (AMGN) | 0.3 | $852k | +35% | 2.6k | 322.21 |
|
| Blackrock Stock | 0.3 | $800k | NEW | 842.00 | 949.51 |
|
| Chevron Corp Stock (CVX) | 0.3 | $777k | +166% | 5.3k | 147.27 |
|
| Micron Technology Stock (MU) | 0.3 | $758k | +26% | 7.3k | 103.71 |
|
| Verizon Communications Stock (VZ) | 0.3 | $748k | +152% | 17k | 44.91 |
|
| Salesforce Stock (CRM) | 0.3 | $697k | +3% | 2.5k | 273.71 |
|
| Blackstone Stock (BX) | 0.3 | $689k | +595% | 4.5k | 153.13 |
|
| Booking Holdings Stock (BKNG) | 0.3 | $678k | 161.00 | 4212.12 |
|
|
| Exxon Mobil Corp Stock (XOM) | 0.3 | $657k | -31% | 5.6k | 117.22 |
|
| Berkshire Hathaway Inc Del Cl B Stock (BRK.B) | 0.3 | $653k | 1.4k | 460.26 |
|
|
| Broadcom Stock (AVGO) | 0.3 | $652k | +1045% | 3.8k | 172.50 |
|
| Walmart Stock (WMT) | 0.3 | $651k | +407% | 8.1k | 80.75 |
|
| Ishares Russell 2000 Etf Etf (IWM) | 0.2 | $632k | 2.9k | 220.89 |
|
|
| Invesco Ftse Rafi Us 1000 Etf Etf (PRF) | 0.2 | $621k | 15k | 40.63 |
|
|
| Ishares International Select Dividend Etf Etf (IDV) | 0.2 | $600k | +3% | 20k | 30.23 |
|
| Meta Platforms Inc Cl A Stock (META) | 0.2 | $594k | +41% | 1.0k | 572.44 |
|
| Lockheed Martin Corp Stock (LMT) | 0.2 | $566k | +2% | 968.00 | 584.56 |
|
| Caterpillar Stock (CAT) | 0.2 | $557k | +969% | 1.4k | 391.12 |
|
| Sila Realty Trust Inc Class A Reit (SILA) | 0.2 | $541k | NEW | 21k | 25.29 |
|
| Lowes Cos Stock (LOW) | 0.2 | $534k | +62% | 2.0k | 270.85 |
|
| Diageo Adr (DEO) | 0.2 | $501k | NEW | 3.6k | 140.34 |
|
| Bristol-myers Squibb Stock (BMY) | 0.2 | $496k | +46% | 9.6k | 51.74 |
|
| Deere & Co Stock (DE) | 0.2 | $495k | +160% | 1.2k | 417.33 |
|
| Spdr S&p 500 Etf Trust Etf (SPY) | 0.2 | $487k | +92% | 849.00 | 573.76 |
|
| Spdr S&p Dividend Etf Etf (SDY) | 0.2 | $486k | NEW | 3.4k | 142.04 |
|
| Vanguard S&p 500 Etf Etf (VOO) | 0.2 | $476k | +36% | 901.00 | 527.72 |
|
| Iqvia Hldgs Stock (IQV) | 0.2 | $469k | +2% | 2.0k | 236.97 |
|
| Vanguard Large-cap Etf Etf (VV) | 0.2 | $461k | 1.7k | 263.27 |
|
|
| Nextera Energy Stock (NEE) | 0.2 | $446k | +6% | 5.3k | 84.53 |
|
| Advanced Micro Devices Stock (AMD) | 0.2 | $439k | +376% | 2.7k | 164.08 |
|
| Merck & Co Stock (MRK) | 0.2 | $431k | +148% | 3.8k | 113.56 |
|
| United Parcel Service Inc Cl B Stock (UPS) | 0.2 | $430k | +19% | 3.2k | 136.34 |
|
| Ishares Core Msci Eafe Etf Etf (IEFA) | 0.2 | $430k | +12% | 5.5k | 78.05 |
|
| Abbott Labs Stock (ABT) | 0.2 | $428k | +195% | 3.8k | 114.01 |
|
| Cisco Sys Stock (CSCO) | 0.2 | $425k | +81% | 8.0k | 53.22 |
|
| Visa Inc Com Cl A Stock (V) | 0.2 | $420k | +233% | 1.5k | 274.95 |
|
| Northrop Grumman Corp Stock (NOC) | 0.2 | $412k | 781.00 | 528.07 |
|
|
| Sprouts Fmrs Mkt Stock (SFM) | 0.2 | $411k | +5367% | 3.7k | 110.41 |
|
| Pfizer Stock (PFE) | 0.2 | $398k | +39% | 14k | 28.94 |
|
| Elevance Health Stock (ELV) | 0.2 | $392k | 754.00 | 520.00 |
|
|
| Wells Fargo Stock (WFC) | 0.2 | $391k | +17% | 6.9k | 56.49 |
|
| Intuit Stock (INTU) | 0.1 | $376k | +4% | 606.00 | 621.00 |
|
| Virtus Equity & Conv Incm Cef (NIE) | 0.1 | $372k | NEW | 16k | 23.01 |
|
| Honeywell Intl Stock (HON) | 0.1 | $361k | +54% | 1.7k | 206.71 |
|
| Ishares Msci Eafe Etf Etf (EFA) | 0.1 | $339k | 4.1k | 83.63 |
|
|
| Ishares Preferred & Income Securities Etf Etf (PFF) | 0.1 | $329k | -4% | 9.9k | 33.23 |
|
| Altria Group Stock (MO) | 0.1 | $328k | +37% | 6.4k | 51.04 |
|
| Southern Stock (SO) | 0.1 | $318k | +278% | 3.5k | 90.18 |
|
| Mastercard Incorporated Cl A Stock (MA) | 0.1 | $314k | +10% | 636.00 | 493.89 |
|
| Intel Corp Stock (INTC) | 0.1 | $299k | +158% | 13k | 23.46 |
|
| Pimco Mun Income Fd Ii Cef (PML) | 0.1 | $276k | NEW | 29k | 9.39 |
|
| Boeing Stock (BA) | 0.1 | $272k | +12% | 1.8k | 152.04 |
|
| Ishares Russell 1000 Growth Etf Etf (IWF) | 0.1 | $271k | 723.00 | 375.38 |
|
|
| Unitedhealth Group Stock (UNH) | 0.1 | $268k | +50% | 459.00 | 584.68 |
|
| Eaton Vance Mun Bd Cef (EIM) | 0.1 | $264k | +513% | 25k | 10.76 |
|
| Utilities Select Sector Spdr Fund Etf (XLU) | 0.1 | $259k | NEW | 3.2k | 80.78 |
|
| Starbucks Corp Stock (SBUX) | 0.1 | $257k | +794% | 2.6k | 97.49 |
|
| Ishares Gold Trust Etf (IAU) | 0.1 | $250k | +26% | 5.0k | 49.70 |
|
| Philip Morris Intl Stock (PM) | 0.1 | $250k | +546% | 2.1k | 121.40 |
|
| Nike Inc Cl B Stock (NKE) | 0.1 | $249k | +2% | 2.8k | 88.40 |
|
| Ishares Core High Dividend Etf Etf (HDV) | 0.1 | $245k | NEW | 2.1k | 117.62 |
|
| Virtus Dividend Interest & Pr Cef (NFJ) | 0.1 | $236k | NEW | 18k | 13.04 |
|
| Disney Walt Stock (DIS) | 0.1 | $236k | -27% | 2.4k | 96.19 |
|
| Target Corp Stock (TGT) | 0.1 | $216k | +110% | 1.4k | 155.86 |
|
| Coca Cola Stock (KO) | 0.1 | $215k | +235% | 3.0k | 71.86 |
|
| Tesla Stock (TSLA) | 0.1 | $215k | +1145% | 822.00 | 261.63 |
|
| Netflix Stock (NFLX) | 0.1 | $211k | +74% | 298.00 | 709.27 |
|
| Arista Networks Stock (ANET) | 0.1 | $204k | +303% | 532.00 | 383.82 |
|
| Duke Energy Corp Stock (DUK) | 0.1 | $192k | +475% | 1.7k | 115.30 |
|
| Gamco Global Gold Nat Res & Com Sh Ben Int Cef (GGN) | 0.1 | $184k | 43k | 4.28 |
|
|
| Spdr Dow Jones Industrial Average Etf Trust Etf (DIA) | 0.1 | $175k | 413.00 | 423.59 |
|
|
| Enterprise Prods Partners Stock (EPD) | 0.1 | $174k | -62% | 6.0k | 29.11 |
|
| Pepsico Stock (PEP) | 0.1 | $174k | +197% | 1.0k | 170.05 |
|
| Constellation Energy Corp Stock (CEG) | 0.1 | $172k | +192% | 660.00 | 260.02 |
|
| Kimberly-clark Corp Stock (KMB) | 0.1 | $170k | +267% | 1.2k | 142.28 |
|
| Stanley Black & Decker Stock (SWK) | 0.1 | $167k | 1.5k | 110.13 |
|
|
| Eaton Corp Stock (ETN) | 0.1 | $162k | +19% | 489.00 | 331.44 |
|
| Invesco Ftse Rafi Us 1500 Small-mid Etf Etf (PRFZ) | 0.1 | $161k | 3.9k | 41.55 |
|
|
| American Express Stock (AXP) | 0.1 | $161k | -18% | 593.00 | 271.20 |
|
| Gamco Nat Res Gold & Income Tr Sh Ben Int Cef (GNT) | 0.1 | $159k | 27k | 5.87 |
|
|
| Dominion Energy Stock (D) | 0.1 | $158k | +2366% | 2.7k | 57.79 |
|
| Conocophillips Stock (COP) | 0.1 | $157k | -18% | 1.5k | 105.28 |
|
| Pimco Mun Income Fd Iii Cef (PMX) | 0.1 | $156k | NEW | 19k | 8.26 |
|
| Oracle Corp Stock (ORCL) | 0.1 | $151k | +39% | 888.00 | 170.40 |
|
| Realty Income Corp Reit (O) | 0.1 | $150k | +1542% | 2.4k | 63.42 |
|
| American Elec Pwr Stock (AEP) | 0.1 | $148k | +3800% | 1.4k | 102.60 |
|
| Progressive Corp Stock (PGR) | 0.1 | $146k | +7% | 577.00 | 253.76 |
|
| Ark Israel Innovative Technology Etf Etf (IZRL) | 0.1 | $146k | 7.4k | 19.81 |
|
|
| Paypal Hldgs Stock (PYPL) | 0.1 | $146k | NEW | 1.9k | 78.03 |
|
| 3M Stock (MMM) | 0.1 | $143k | +13% | 1.0k | 136.70 |
|
| Automatic Data Processing Stock (ADP) | 0.1 | $141k | +55% | 510.00 | 276.73 |
|
| Western Digital Corp Stock (WDC) | 0.1 | $138k | +1637% | 2.0k | 68.29 |
|
| Putnam Mun Opportunities Tr Sh Ben Int Cef (PMO) | 0.1 | $134k | NEW | 12k | 10.90 |
|
| Activepassive U.s. Equity Etf Etf (APUE) | 0.1 | $134k | NEW | 3.8k | 35.24 |
|
| Schwab Us Dividend Equity Etf Etf (SCHD) | 0.1 | $133k | NEW | 1.6k | 84.53 |
|
| Spdr S&p 600 Small Cap Growth Etf Etf (SLYG) | 0.1 | $130k | NEW | 1.4k | 93.11 |
|
| Sap Se Adr (SAP) | 0.1 | $127k | +982% | 552.00 | 229.10 |
|
| Mondelez Intl Inc Cl A Stock (MDLZ) | 0.0 | $122k | +416% | 1.7k | 73.67 |
|
| Blackrock Mun Income Quality T Cef (BYM) | 0.0 | $120k | NEW | 10k | 12.04 |
|
| Ge Aerospace Stock (GE) | 0.0 | $119k | -43% | 630.00 | 188.58 |
|
| The Cigna Group Stock (CI) | 0.0 | $119k | 342.00 | 346.44 |
|
|
| Rtx Corporation Stock (RTX) | 0.0 | $117k | -12% | 964.00 | 121.16 |
|
| Danaher Corporation Stock (DHR) | 0.0 | $113k | -70% | 407.00 | 278.02 |
|
| Ishares 1-3 Year Treasury Bond Etf Etf (SHY) | 0.0 | $112k | NEW | 1.4k | 83.15 |
|
| Accenture Plc Ireland Shs Class A Stock (ACN) | 0.0 | $112k | +57% | 316.00 | 353.48 |
|
| Frontier Group Hldgs Stock (ULCC) | 0.0 | $111k | +1096% | 21k | 5.35 |
|
| Invesco S&p 500 Equal Weight Etf Etf (RSP) | 0.0 | $110k | NEW | 614.00 | 179.25 |
|
| Simon Ppty Group Reit (SPG) | 0.0 | $109k | 647.00 | 169.02 |
|
|
| Pinnacle West Cap Corp Stock (PNW) | 0.0 | $108k | +887% | 1.2k | 88.59 |
|
| Alibaba Group Hldg Adr (BABA) | 0.0 | $107k | NEW | 1.0k | 106.12 |
|
| Chubb Stock (CB) | 0.0 | $106k | +16% | 368.00 | 288.39 |
|
| Mckesson Corp Stock (MCK) | 0.0 | $103k | +10% | 209.00 | 494.42 |
|
| Vanguard Intermediate-term Treasury Etf Etf (VGIT) | 0.0 | $103k | NEW | 1.7k | 60.42 |
|
| Xtrackers Usd High Yield Corporate Bond Etf Etf (HYLB) | 0.0 | $100k | +85% | 2.7k | 36.92 |
|
| Schlumberger Ltd Com Stk Stock (SLB) | 0.0 | $98k | +7% | 2.3k | 41.95 |
|
| Ishares National Muni Bond Etf Etf (MUB) | 0.0 | $98k | NEW | 900.00 | 108.63 |
|
| Nuscale Pwr Corp Cl A Stock (SMR) | 0.0 | $97k | 8.3k | 11.58 |
|
|
| Eaton Vance Enhanced Equity In Cef (EOI) | 0.0 | $96k | NEW | 4.8k | 20.23 |
|
| Avantis U.s. Equity Etf Etf (AVUS) | 0.0 | $95k | NEW | 1.0k | 95.15 |
|
| Ishares U.s. Technology Etf Etf (IYW) | 0.0 | $95k | +609% | 624.00 | 151.62 |
|
| General Dynamics Corp Stock (GD) | 0.0 | $94k | +26% | 310.00 | 302.20 |
|
| Pimco Mun Income Cef (PMF) | 0.0 | $93k | NEW | 9.0k | 10.32 |
|
| Parker-hannifin Corp Stock (PH) | 0.0 | $92k | +116% | 145.00 | 631.82 |
|
| Victoryshares Short-term Bond Etf Etf (USTB) | 0.0 | $92k | NEW | 1.8k | 50.81 |
|
| Dimensional Us High Profitability Etf Etf (DUHP) | 0.0 | $91k | NEW | 2.7k | 34.07 |
|
| Adobe Stock (ADBE) | 0.0 | $90k | +31% | 173.00 | 517.78 |
|
| Analog Devices Stock (ADI) | 0.0 | $87k | 378.00 | 230.17 |
|
|
| Invesco Qqq Trust Series I Etf (QQQ) | 0.0 | $86k | -89% | 176.00 | 488.52 |
|
| Sherwin Williams Stock (SHW) | 0.0 | $86k | +55% | 225.00 | 381.67 |
|
| Energy Transfer L P Com Ut Ltd Ptn Stock (ET) | 0.0 | $85k | +12% | 5.3k | 16.05 |
|
| Amphenol Corp New Cl A Stock (APH) | 0.0 | $84k | +13% | 1.3k | 65.16 |
|
| Applied Matls Stock (AMAT) | 0.0 | $83k | +10% | 413.00 | 202.05 |
|
| The Aarons Company Stock (AAN) | 0.0 | $83k | 8.4k | 9.95 |
|
|
| Global X Robotics & Artificial Intelligence Etf Etf (BOTZ) | 0.0 | $83k | 2.6k | 32.15 |
|
|
| S&p Global Stock (SPGI) | 0.0 | $82k | +93% | 159.00 | 516.62 |
|
| Tjx Cos Stock (TJX) | 0.0 | $82k | +48% | 697.00 | 117.54 |
|
| Totalenergies Se Adr (TTE) | 0.0 | $82k | +118% | 1.3k | 64.62 |
|
| American Healthcare Reit Reit (AHR) | 0.0 | $82k | NEW | 3.1k | 26.10 |
|
| Ishares Advantage Large Cap Income Etf Etf (BALI) | 0.0 | $81k | -4% | 2.7k | 30.37 |
|
| Texas Instrs Stock (TXN) | 0.0 | $80k | +42% | 388.00 | 206.57 |
|
| Citigroup Stock (C) | 0.0 | $80k | +274% | 1.3k | 62.60 |
|
| Vanguard Real Estate Etf Etf (VNQ) | 0.0 | $78k | 800.00 | 97.45 |
|
|
| Exelon Corp Stock (EXC) | 0.0 | $78k | +198% | 1.9k | 40.55 |
|
| Vanguard Dividend Appreciation Etf Etf (VIG) | 0.0 | $78k | 392.00 | 198.06 |
|
|
| Berkley W R Corp Stock (WRB) | 0.0 | $77k | +63% | 1.4k | 56.73 |
|
| Ameriprise Finl Stock (AMP) | 0.0 | $75k | +8% | 159.00 | 469.81 |
|
| Pnc Finl Svcs Group Stock (PNC) | 0.0 | $74k | +119% | 399.00 | 184.85 |
|
| Digital Rlty Tr Reit (DLR) | 0.0 | $73k | +153% | 452.00 | 161.83 |
|
| Servicenow Stock (NOW) | 0.0 | $72k | +14% | 80.00 | 894.39 |
|
| Morgan Stanley Emkt Dbt Cef (MSD) | 0.0 | $71k | 9.0k | 7.93 |
|
|
| Public Svc Enterprise Grp Stock (PEG) | 0.0 | $71k | +325% | 799.00 | 89.21 |
|
| Ishares Semiconductor Etf Etf (SOXX) | 0.0 | $71k | NEW | 306.00 | 230.59 |
|
| Gilead Sciences Stock (GILD) | 0.0 | $70k | +225% | 829.00 | 83.84 |
|
| Comcast Corp New Cl A Stock (CMCSA) | 0.0 | $69k | -17% | 1.7k | 41.77 |
|
| Best Buy Stock (BBY) | 0.0 | $69k | +353% | 667.00 | 103.30 |
|
| Morgan Stanley Stock (MS) | 0.0 | $69k | +57% | 658.00 | 104.24 |
|
| Jpmorgan U.s. Quality Factor Etf Etf (JQUA) | 0.0 | $68k | NEW | 1.2k | 56.57 |
|
| Rivian Automotive Inc Com Cl A Stock (RIVN) | 0.0 | $68k | +262% | 6.0k | 11.22 |
|
| Kla Corp Stock (KLAC) | 0.0 | $67k | 87.00 | 774.41 |
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| Qualcomm Stock (QCOM) | 0.0 | $67k | +62% | 395.00 | 170.05 |
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| Xcel Energy Stock (XEL) | 0.0 | $66k | +497% | 1.0k | 65.30 |
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| Ishares Select Dividend Etf Etf (DVY) | 0.0 | $66k | 490.00 | 135.07 |
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| Marriott Intl Inc New Cl A Stock (MAR) | 0.0 | $66k | +16% | 266.00 | 248.60 |
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| Activepassive International Equity Etf Etf (APIE) | 0.0 | $65k | NEW | 2.1k | 30.74 |
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| Marsh & Mclennan Cos Stock (MMC) | 0.0 | $64k | +18% | 285.00 | 223.09 |
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| Oge Energy Corp Stock (OGE) | 0.0 | $63k | NEW | 1.5k | 41.02 |
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| Schwab U.s. Large-cap Etf Etf (SCHX) | 0.0 | $62k | 910.00 | 67.85 |
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| Fidelity Msci Real Estate Index Etf Etf (FREL) | 0.0 | $61k | 2.1k | 29.48 |
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| Vanguard Russell 2000 Etf Etf (VTWO) | 0.0 | $61k | 683.00 | 89.41 |
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| Taiwan Semiconductor Mfg Adr (TSM) | 0.0 | $61k | +386% | 350.00 | 173.67 |
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| Union Pac Corp Stock (UNP) | 0.0 | $60k | +34% | 244.00 | 246.48 |
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| Western Midstream Partners Lp Com Unit Lp Int Stock (WES) | 0.0 | $60k | +2% | 1.6k | 38.25 |
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| Fiserv Stock (FI) | 0.0 | $59k | 329.00 | 179.65 |
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| Vanguard Ftse All-world Ex-us Index Fund Etf (VEU) | 0.0 | $59k | 936.00 | 63.02 |
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| Regeneron Pharmaceuticals Stock (REGN) | 0.0 | $59k | 56.00 | 1051.23 |
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| Pimco High Income Cef (PHK) | 0.0 | $59k | NEW | 12k | 5.00 |
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| Activepassive Core Bond Etf Etf (APCB) | 0.0 | $58k | NEW | 1.9k | 30.36 |
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| Us Bancorp Del Stock (USB) | 0.0 | $57k | +206% | 1.3k | 45.73 |
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| Burke Herbert Finl Svcs Corp Stock (BHRB) | 0.0 | $57k | 936.00 | 60.99 |
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| Ryanair Holdings Adr (RYAAY) | 0.0 | $57k | NEW | 1.3k | 45.18 |
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| Ford Mtr Stock (F) | 0.0 | $56k | +17% | 5.3k | 10.56 |
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| Prologis Reit (PLD) | 0.0 | $55k | +120% | 439.00 | 126.28 |
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| Intuitive Surgical Stock (ISRG) | 0.0 | $55k | +40% | 112.00 | 491.27 |
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| Chipotle Mexican Grill Stock (CMG) | 0.0 | $55k | 950.00 | 57.62 |
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| Exact Sciences Corp Stock (EXAS) | 0.0 | $55k | 800.00 | 68.12 |
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| Invesco Advantage Mun Income T Sh Ben Int Cef (VKI) | 0.0 | $54k | +66% | 5.8k | 9.31 |
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| Linde Stock (LIN) | 0.0 | $54k | -20% | 113.00 | 476.86 |
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| Stryker Corporation Stock (SYK) | 0.0 | $54k | -5% | 149.00 | 361.26 |
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| Prudential Finl Stock (PRU) | 0.0 | $53k | +65% | 438.00 | 121.10 |
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| Vanguard High Dividend Yield Index Etf Etf (VYM) | 0.0 | $53k | 412.00 | 128.24 |
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| Gartner Stock (IT) | 0.0 | $53k | +23% | 104.00 | 506.76 |
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| Mplx Lp Com Unit Rep Stock (MPLX) | 0.0 | $52k | +2% | 1.2k | 44.45 |
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| Ark Innovation Etf Etf (ARKK) | 0.0 | $52k | 1.1k | 47.53 |
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| Spdr Gold Shares Etf (GLD) | 0.0 | $52k | NEW | 215.00 | 243.06 |
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| Colgate Palmolive Stock (CL) | 0.0 | $52k | -83% | 501.00 | 103.81 |
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| Grainger W W Stock (GWW) | 0.0 | $52k | +38% | 50.00 | 1038.82 |
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| Intercontinental Exchange Stock (ICE) | 0.0 | $52k | +7% | 322.00 | 160.64 |
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| Masco Corp Stock (MAS) | 0.0 | $52k | 616.00 | 83.94 |
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| Newpark Res Inc Com Par $.01 Stock (NR) | 0.0 | $51k | 7.4k | 6.93 |
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| Fidelity Enhanced High Yield Etf Etf (FDHY) | 0.0 | $51k | 1.0k | 49.32 |
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| Spdr Bloomberg 1-3 Month T-bill Etf Etf (BIL) | 0.0 | $51k | -52% | 550.00 | 91.81 |
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| Spdr Bloomberg High Yield Bond Etf Etf (JNK) | 0.0 | $50k | NEW | 510.00 | 97.79 |
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| Lam Research Corp Stock | 0.0 | $49k | NEW | 60.00 | 816.08 |
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| Dupont De Nemours Stock (DD) | 0.0 | $49k | +32% | 544.00 | 89.11 |
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| Blackrock Munihldngs Cali Qlty Cef (MUC) | 0.0 | $48k | NEW | 4.2k | 11.52 |
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| Plains All Amern Pipeline L P Unit Ltd Partn Stock (PAA) | 0.0 | $48k | 2.7k | 17.37 |
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| Chord Energy Corporation Stock (CHRD) | 0.0 | $47k | NEW | 363.00 | 130.23 |
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| Spdr Portfolio Short Term Treasury Etf Etf (SPTS) | 0.0 | $47k | NEW | 1.6k | 29.41 |
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Past Filings by Fortitude Family Office
SEC 13F filings are viewable for Fortitude Family Office going back to 2023
- Fortitude Family Office 2024 Q3 filed Oct. 25, 2024
- Fortitude Family Office 2024 Q2 filed July 10, 2024
- Fortitude Family Office 2024 Q1 filed April 11, 2024
- Fortitude Family Office 2023 Q4 filed Jan. 12, 2024