Portfolio (Quarterly)
Guide ↗
Fortitude Family Office, LLC
· CIK 0001950506| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 21 | — | BERKSHIRE HATHAWAY INC DEL CL B NEW | — | 2,591.0 | $1.3M | 0.25% | +29.0 | +1.1% | $500.39 | — |
| 22 | JPM | JPMORGAN CHASE & CO COM | Financial Services | 3,600.0 | $1.2M | 0.23% | +195.0 | +5.7% | $327.33 | +8.9% |
| 23 | AVGO | BROADCOM INC COM | Technology | 3,019.0 | $1.1M | 0.22% | +406.0 | +15.5% | $377.75 | -5.0% |
| 24 | STIP | ISHARES 0-5 YEAR TIPS BOND ETF | — | 8,145.0 | $832K | 0.16% | +223.0 | +2.8% | $102.16 | -1.2% |
| 25 | RTX | RTX CORPORATION COM | Industrials | 3,786.0 | $718K | 0.14% | +1K | +41.2% | $189.73 | +10.3% |
| 26 | TSLA | TESLA INC COM | Consumer Cyclical | 1,576.0 | $663K | 0.13% | +243.0 | +18.2% | $420.60 | -17.0% |
| 27 | PFF | ISHARES PREFERRED & INCOME SECURITIES ETF | — | 20,272.0 | $618K | 0.12% | +598.0 | +3.0% | $30.49 | +0.1% |
| 28 | C | CITIGROUP INC COM NEW | Financial Services | 4,054.0 | $567K | 0.11% | +205.0 | +5.3% | $139.96 | -5.9% |
| 29 | LRCX | LAM RESEARCH CORP COM NEW | Technology | 1,212.0 | $525K | 0.10% | +192.0 | +18.8% | $433.33 | -28.4% |
| 30 | IWF | ISHARES RUSSELL 1000 GROWTH ETF | — | 3,872.0 | $481K | 0.09% | +3K | +300.0% | $124.17 | -2.5% |
| 31 | GS | GOLDMAN SACHS GROUP INC COM | Financial Services | 463.0 | $468K | 0.09% | +30.0 | +6.9% | $1011.49 | +2.5% |
| 32 | IBIT | ISHARES BITCOIN TRUST ETF | Financial Services | 13,280.0 | $442K | 0.09% | +13K | +2780.7% | $33.29 | +34.1% |
| 33 | BAC | BANK OF AMER CORP COM | Financial Services | 7,431.0 | $423K | 0.08% | +1K | +18.3% | $56.98 | +9.4% |
| 34 | DHI | D R HORTON INC COM | Consumer Cyclical | 2,474.0 | $403K | 0.08% | +164.0 | +7.1% | $162.88 | -8.5% |
| 35 | MRK | MERCK & CO INC COM | Healthcare | 2,950.0 | $379K | 0.07% | +928.0 | +45.9% | $128.50 | +17.3% |
| 36 | AMD | ADVANCED MICRO DEVICES INC COM | Technology | 638.0 | $371K | 0.07% | +119.0 | +22.9% | $580.91 | -21.4% |
| 37 | WMT | WALMART INC COM | Consumer Defensive | 2,930.0 | $332K | 0.06% | +295.0 | +11.2% | $113.26 | -6.0% |
| 38 | WDC | WESTERN DIGITAL CORP COM | Technology | 447.0 | $286K | 0.06% | +79.0 | +21.5% | $638.72 | -31.8% |
| 39 | REM | ISHARES MORTGAGE REAL ESTATE ETF | — | 12,650.0 | $279K | 0.05% | +3K | +35.2% | $22.05 | -0.0% |
| 40 | INTC | INTEL CORP COM | Technology | 1,921.0 | $268K | 0.05% | +728.0 | +61.0% | $139.63 | -37.5% |
① Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.
Sector Allocation
Technology
36.0%
Financial Services
14.1%
Industrials
9.9%
Healthcare
9.8%
Energy
8.9%
Consumer Cyclical
7.7%
Communication Services
5.9%
Consumer Defensive
3.6%
Utilities
1.9%
Real Estate
1.1%