Portfolio (Quarterly)
Guide ↗
Fortitude Family Office, LLC
· CIK 0001950506| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 21 | EFG | ISHARES MSCI EAFE GROWTH ETF | — | 165 | $19K | 0.00% | SOLD |
| 22 | MUFG | MITSUBISHI UFJ FINL GROUP INC SPONSORED ADS | Financial Services | 1,093 | $17K | 0.00% | SOLD |
| 23 | — | REV GROUP INC COM | — | 274 | $17K | 0.00% | SOLD |
| 24 | SPYG | STATE STREET SPDR PORTFOLIO S&P 500 GROWTH ETF | — | 146 | $16K | 0.00% | SOLD |
| 25 | — | ABRDN ASIA PACIFIC INCOME FUND COM NEW | — | 1,000 | $15K | 0.00% | SOLD |
| 26 | SPYV | STATE STREET SPDR PORTFOLIO S&P 500 VALUE ETF | — | 238 | $14K | 0.00% | SOLD |
| 27 | SHOP | SHOPIFY INC CL A SUB VTG SHS | Technology | 82 | $13K | 0.00% | SOLD |
| 28 | IGSB | ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF | — | 237 | $13K | 0.00% | SOLD |
| 29 | TCMD | TACTILE SYS TECHNOLOGY INC COM | Healthcare | 384 | $11K | 0.00% | SOLD |
| 30 | ISTB | ISHARES CORE 1-5 YEAR USD BOND ETF | — | 213 | $10K | 0.00% | SOLD |
| 31 | QLYS | QUALYS INC COM | Technology | 74 | $10K | 0.00% | SOLD |
| 32 | ANRO | ALTO NEUROSCIENCE INC COM SHS | Healthcare | 511 | $9K | 0.00% | SOLD |
| 33 | HYT | BLACKROCK CORPOR HI YLD FD INC COM | Financial Services | 1,000 | $9K | 0.00% | SOLD |
| 34 | — | SYNOVUS FINL CORP COM NEW | — | 177 | $9K | 0.00% | SOLD |
| 35 | — | VIRTUS CONVERTIBLE & INC FD II COM NEW | — | 625 | $9K | 0.00% | SOLD |
| 36 | SABA | SABA CAPITAL INCOME & OPPORTUN COM NEW | Financial Services | 1,000 | $8K | 0.00% | SOLD |
| 37 | SPT | SPROUT SOCIAL INC COM CL A | Technology | 684 | $8K | 0.00% | SOLD |
| 38 | — | VENTYX BIOSCIENCES INC COM | — | 830 | $7K | 0.00% | SOLD |
| 39 | INSP | INSPIRE MED SYS INC COM | Healthcare | 80 | $7K | 0.00% | SOLD |
| 40 | MTUM | ISHARES MSCI USA MOMENTUM FACTOR ETF | — | 28 | $7K | 0.00% | SOLD |
Sector Allocation
Technology
28.1%
Financial Services
15.0%
Energy
10.7%
Consumer Defensive
9.6%
Industrials
9.4%
Healthcare
8.3%
Communication Services
8.2%
Consumer Cyclical
6.9%
Utilities
1.9%
Basic Materials
1.1%