Fortress Financial Solutions, LLC Portfolio Holdings

Fortress Financial Solutions, LLC

  • $69.1 Billion
  • Q1 2025

Fortress Financial Solutions, LLC has filed its 13F form on May 01, 2025 for Q1 2025 where it was disclosed a total value porftolio of $69.1 Billion distributed in 57 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Invesco Qqq Trust, Series 1 with a value of $9.13B, Vanguard Intermediate Term Cor with a value of $6.82B, Ishares Trust Ishares Pfd And with a value of $4.93B, Ishares Core S&P 500 ETF with a value of $4.31B, and Apple Inc. with a value of $3.87B.

Examining the 13F form we can see an decrease of $1.01B in the current position value, from $70.1B to 69.1B.

Fortress Financial Solutions, LLC is based out at Tucson, AZ

Below you can find more details about Fortress Financial Solutions, LLC portfolio as well as his latest detailed transactions.

Portfolio value $69.1 Billion
ETFs: $49.6 Billion
Technology: $8.58 Billion
Consumer Cyclical: $2.28 Billion
Communication Services: $1.7 Billion
Consumer Defensive: $1.52 Billion
Industrials: $1.49 Billion
Financial Services: $1.31 Billion
Healthcare: $1.14 Billion
Other: $840 Million

Stock Holdings Table Market Cap. of $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$4.14B
$416 Million 0.6% of portfolio
4,436
Q1 2025 Added 10.87%
$7.24B
$351 Million 0.51% of portfolio
1,843
Q1 2025 Added 5.86%
$6.56B
$304 Million 0.44% of portfolio
6,104
Q1 2025 Added 19.9%

Summary

  • Portfolio
  • No. of Stocks 57
  • Current Value $69.1 Billion
  • Prior Value $70.1 Billion
  • Filing
  • Period Q1 2025
  • Filing Date May 01, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 3 stocks
  • Additional Purchases 37 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 15 stocks
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