Fortress Financial Solutions, LLC New Holdings in Q4 2024

Fortress Financial Solutions, LLC

  • $70.1 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
QQQ
Invesco Qqq Trust, Series 1

ETFs
19K
New
$481.22 - $538.17 $9.13M - $10.2M
19K $9.7B
VCIT
Vanguard Intermediate Term Cor

ETFs
76K
New
$80.13 - $83.77 $6.09M - $6.36M
76K $6.1B
AAPL
Apple Inc.

Technology
16.7K
New
$221.69 - $259.02 $3.7M - $4.33M
16.7K $4.18B
ITOT
Ishares Core S&P Total U.S. St

ETFs
32.5K
New
$124.26 - $134.12 $4.04M - $4.36M
32.5K $4.18B
IJH
Ishares Core S&P Mid Cap ETF

ETFs
64.6K
New
$61.68 - $67.87 $3.98M - $4.38M
64.6K $4.02B
PFF
Ishares Trust Ishares Pfd And

ETFs
120K
New
$31.23 - $33.51 $3.75M - $4.02M
120K $3.78B
JEPI
J P Morgan Exchange Traded Fd

ETFs
49.9K
New
$57.53 - $60.83 $2.87M - $3.04M
49.9K $2.87B
IJR
Ishares Core S&P Sm Cap ETF

ETFs
24.3K
New
$113.92 - $127.38 $2.77M - $3.09M
24.3K $2.8B
IVV
Ishares Core S&P 500 ETF

ETFs
4.67K
New
$570.51 - $610.59 $2.66M - $2.85M
4.67K $2.75B
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
29.1K
New
$77.86 - $79.27 $2.26M - $2.3M
29.1K $2.27B
BND
Vanguard Bd Index Fd Inc Total

ETFs
24.4K
New
$71.75 - $75.11 $1.75M - $1.83M
24.4K $1.75B
VCLT
Vanguard Lg Trm Corp Bd ETF

ETFs
22.7K
New
$74.68 - $81.45 $1.7M - $1.85M
22.7K $1.7B
XT
Ishares Tr Exponential Technol

ETFs
24.7K
New
$58.7 - $62.72 $1.45M - $1.55M
24.7K $1.48B
NVDA
Nvidia Corp

Technology
9.78K
New
$117.0 - $148.88 $1.14M - $1.46M
9.78K $1.31B
AMZN
Amazon Com Inc

Consumer Cyclical
5.64K
New
$180.88 - $232.93 $1.02M - $1.31M
5.64K $1.24B
TSLA
Tesla, Inc.

Consumer Cyclical
2.92K
New
$213.65 - $479.86 $624K - $1.4M
2.92K $1.18B
MSFT
Microsoft Corp

Technology
2.17K
New
$406.35 - $454.46 $881K - $985K
2.17K $914M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
4.42K
New
$172.07 - $207.36 $760K - $915K
4.42K $872M
GLD
Spdr Gold Trust

ETFs
3.45K
New
$236.59 - $257.5 $816K - $888K
3.45K $835M
AVGO
Broadcom Inc.

Technology
3.16K
New
$159.67 - $250.0 $505K - $790K
3.16K $733M
T
At&T Inc.

Communication Services
30.4K
New
$21.22 - $23.88 $644K - $725K
30.4K $691M
APO
Apollo Global Management, Inc.

Financial Services
4.15K
New
$131.36 - $178.61 $544K - $740K
4.15K $685M
ESGV
Vanguard World Fd Esg U.S. Sto

ETFs
6.21K
New
$100.18 - $109.1 $622K - $678K
6.21K $652M
FIX
Comfort Systems Usa Inc

Industrials
1.52K
New
$370.68 - $504.12 $562K - $764K
1.52K $643M
CCL
Carnival Corp

Consumer Cyclical
23.9K
New
$17.34 - $26.8 $415K - $641K
23.9K $596M
AVEM
American Centy ETF Tr Avantis

ETFs
8.74K
New
$58.59 - $66.14 $512K - $578K
8.74K $514M
PG
Procter & Gamble CO

Consumer Defensive
2.94K
New
$161.05 - $179.7 $473K - $528K
2.94K $493M
IQLT
Ishares Msci Intl Quality Fact

ETFs
13.2K
New
$37.12 - $41.23 $488K - $542K
13.2K $488M
COST
Costco Wholesale Corp

Consumer Defensive
522
New
$873.59 - $994.69 $456K - $519K
522 $478M
GOOGL
Alphabet Inc.

Communication Services
2.39K
New
$161.86 - $196.66 $387K - $471K
2.39K $453M
Gladstone Capital Corp
15.4K
New
N/A
15.4K $438M
APH
Amphenol Corp

Technology
5.98K
New
$62.07 - $75.35 $371K - $451K
5.98K $416M
PCY
Invesco Fd Tr Ii Emerging Mkts

ETFs
20.6K
New
$19.82 - $21.55 $409K - $444K
20.6K $409M
FELE
Franklin Electric CO Inc

Industrials
4K
New
$95.71 - $110.4 $383K - $442K
4K $390M
VZ
Verizon Communications Inc

Communication Services
9.67K
New
$39.6 - $45.21 $383K - $437K
9.67K $387M
BMI
Badger Meter Inc

Technology
1.74K
New
$199.06 - $237.67 $347K - $414K
1.74K $369M
KNSL
Kinsale Capital Group, Inc.

Financial Services
774
New
$424.05 - $524.22 $328K - $406K
774 $360M
MPWR
Monolithic Power Systems Inc

Technology
587
New
$560.06 - $942.58 $329K - $553K
587 $347M
HYG
Ishares Tr

ETFs
4.32K
New
$78.09 - $80.04 $338K - $346K
4.32K $340M
GLW
Corning Inc

Technology
6.96K
New
$44.11 - $49.76 $307K - $346K
6.96K $331M
AMAT
Applied Materials Inc

Technology
1.97K
New
$161.44 - $213.89 $318K - $422K
1.97K $321M
AEP
American Electric Power CO Inc

Utilities
3.46K
New
$90.91 - $102.21 $314K - $353K
3.46K $319M
NEE
Nextera Energy Inc

Utilities
4.39K
New
$69.77 - $85.43 $306K - $375K
4.39K $315M
Lam Research Corp
4.27K
New
N/A
4.27K $309M
KBR
Kbr, Inc.

Industrials
5.09K
New
$55.19 - $72.02 $281K - $367K
5.09K $295M
HBAN
Huntington Bancshares Inc

Financial Services
17.9K
New
$14.18 - $18.2 $254K - $326K
17.9K $291M
AMGN
Amgen Inc

Healthcare
1.08K
New
$258.78 - $328.31 $279K - $354K
1.08K $281M
TTEK
Tetra Tech Inc

Industrials
7.04K
New
$39.8 - $50.52 $280K - $356K
7.04K $280M
SYK
Stryker Corp

Healthcare
756
New
$345.14 - $392.15 $261K - $296K
756 $272M
Activity Summary
Buys All Purchases 57 New Holdings 57 Increased Positions 0 Sells All Sells 0 Reductions 0 Sold out 0 Options Calls 0 Puts 0
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