Fortress Financial Solutions, LLC Incresed Positions in Q1 2025

Fortress Financial Solutions, LLC

  • $69.1 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
IVV
Ishares Core S&P 500 ETF

ETFs
3K
+ 64.25%
$554.06 - $615.85 $1.66M - $1.85M
7.67K $4.31B
PFF
Ishares Trust Ishares Pfd And

ETFs
40.5K
+ 33.71%
$30.73 - $32.26 $1.24M - $1.31M
161K $4.93B
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
11.6K
+ 39.87%
$77.7 - $78.94 $900K - $914K
40.6K $3.21B
VCIT
Vanguard Intermediate Term Cor

ETFs
7.46K
+ 9.82%
$79.17 - $82.04 $591K - $612K
83.4K $6.82B
COST
Costco Wholesale Corp

Consumer Defensive
509
+ 97.51%
$890.62 - $1076.86 $453K - $548K
1.03K $975M
GLD
Spdr Gold Trust

ETFs
280
+ 8.12%
$243.19 - $288.14 $68.1K - $80.7K
3.73K $1.07B
T
At&T Inc.

Communication Services
729
+ 2.4%
$21.56 - $28.28 $15.7K - $20.6K
31.1K $879M
JEPI
J P Morgan Exchange Traded Fd

ETFs
2.61K
+ 5.24%
$56.17 - $59.71 $147K - $156K
52.5K $3B
AEP
American Electric Power CO Inc

Utilities
221
+ 6.39%
$90.32 - $109.27 $20K - $24.1K
3.68K $402M
HEI
Heico Corp

Industrials
141
+ 12.76%
$219.6 - $270.85 $31K - $38.2K
1.25K $333M
VZ
Verizon Communications Inc

Communication Services
347
+ 3.59%
$37.81 - $46.49 $13.1K - $16.1K
10K $455M
MPWR
Monolithic Power Systems Inc

Technology
110
+ 18.74%
$565.7 - $720.25 $62.2K - $79.2K
697 $404M
PG
Procter & Gamble CO

Consumer Defensive
261
+ 8.88%
$158.56 - $176.26 $41.4K - $46K
3.2K $546M
SYK
Stryker Corp

Healthcare
106
+ 14.02%
$355.18 - $399.9 $37.6K - $42.4K
862 $321M
PCY
Invesco Fd Tr Ii Emerging Mkts

ETFs
1.77K
+ 8.58%
$19.7 - $20.61 $34.9K - $36.5K
22.4K $452M
KNSL
Kinsale Capital Group, Inc.

Financial Services
44
+ 5.68%
$416.48 - $494.72 $18.3K - $21.8K
818 $398M
FELE
Franklin Electric CO Inc

Industrials
435
+ 10.87%
$93.38 - $106.03 $40.6K - $46.1K
4.44K $416M
HYG
Ishares Tr

ETFs
170
+ 3.93%
$78.51 - $80.11 $13.3K - $13.6K
4.49K $354M
TIP
Ishares Tr Tips Bd ETF

ETFs
16
+ 0.69%
$106.22 - $111.09 $1.7K - $1.78K
2.35K $260M
ICF
Ishares Tr

ETFs
99
+ 2.3%
$57.98 - $63.8 $5.74K - $6.32K
4.4K $271M
HBAN
Huntington Bancshares Inc

Financial Services
2.14K
+ 11.93%
$14.28 - $17.39 $30.5K - $37.1K
20K $301M
KBR
Kbr, Inc.

Industrials
1.01K
+ 19.9%
$47.88 - $60.47 $48.5K - $61.3K
6.1K $304M
NEE
Nextera Energy Inc

Utilities
149
+ 3.39%
$66.96 - $76.16 $9.98K - $11.3K
4.54K $322M
GLW
Corning Inc

Technology
394
+ 5.66%
$44.91 - $54.25 $17.7K - $21.4K
7.35K $337M
APH
Amphenol Corp

Technology
363
+ 6.07%
$61.62 - $78.55 $22.4K - $28.5K
6.35K $416M
BMI
Badger Meter Inc

Technology
102
+ 5.86%
$189.49 - $221.51 $19.3K - $22.6K
1.84K $351M
Invesco Galaxy Bitcoin ETF
1
+ 0.04%
N/A
2.44K $200M
FTEC
Fidelity Covington Tr Msci Inf

ETFs
2
+ 0.15%
$161.27 - $192.3 $323 - $385
1.31K $212M
MSFT
Microsoft Corp

Technology
91
+ 4.2%
$375.39 - $447.2 $34.2K - $40.7K
2.26K $848M
APO
Apollo Global Management, Inc.

Financial Services
342
+ 8.25%
$126.01 - $172.06 $43.1K - $58.8K
4.49K $615M
MGC
Vanguard Mega Cap ETF

ETFs
110
+ 1.22%
$199.2 - $222.69 $21.9K - $24.5K
9.15K $1.84B
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
321
+ 7.27%
$165.25 - $224.62 $53K - $72.1K
4.74K $786M
AVGO
Broadcom Inc.

Technology
62
+ 1.96%
$167.43 - $244.7 $10.4K - $15.2K
3.22K $540M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
445
+ 1.83%
$102.49 - $119.96 $45.6K - $53.4K
24.7K $2.59B
AAPL
Apple Inc.

Technology
724
+ 4.34%
$209.68 - $247.1 $152K - $179K
17.4K $3.87B
QQQ
Invesco Qqq Trust, Series 1

ETFs
504
+ 2.66%
$468.34 - $539.52 $236K - $272K
19.5K $9.13B
Activity Summary
Buys All Purchases 40 New Holdings 3 Increased Positions 37 Sells All Sells 15 Reductions 15 Sold out 0 Options Calls 0 Puts 0
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