Fortress Financial Group, LLC Incresed Positions in Q3 2025

Fortress Financial Group, LLC

  • $130 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
Fidelity Covington Trust
44.7K
+ 18.74%
N/A
283K $10.6B
IUSG
Ishares Core S&P U.S Growth Et

ETFs
1.11K
+ 1.23%
$148.97 - $165.88 $165K - $184K
91.3K $15B
IUSV
Ishares Core S&P U.S. Value Et

ETFs
4.4K
+ 3.32%
$94.17 - $99.95 $415K - $440K
137K $13.7B
IJS
Ishares S&P Smallcap 600 Value

ETFs
3.01K
+ 5.22%
$98.99 - $112.2 $298K - $338K
60.6K $6.71B
IJT
Ishares S&P Small Cap 600 Grow

ETFs
2.5K
+ 5.65%
$131.47 - $143.64 $329K - $359K
46.8K $6.62B
IJR
Ishares Core S&P Sm Cap ETF

ETFs
3.14K
+ 9.57%
$108.46 - $120.63 $341K - $379K
36K $4.28B
RSP
Invesco S&P 500 Equal Weight E

ETFs
1.42K
+ 3.05%
$181.56 - $190.33 $258K - $271K
48.1K $9.12B
AAPL
Apple Inc.

Technology
29
+ 0.32%
$202.38 - $256.87 $5.87K - $7.45K
9.14K $2.33B
GSLC
Goldman Sachs ETF Tr Activebet

ETFs
187
+ 0.39%
$121.46 - $130.92 $22.7K - $24.5K
47.6K $6.2B
QQQ
Invesco Qqq Trust, Series 1

ETFs
25
+ 0.4%
$546.99 - $602.2 $13.7K - $15.1K
6.24K $3.75B
IBP
Installed Building Products, Inc.

Consumer Cyclical
3
+ 0.13%
$184.09 - $279.47 $552 - $838
2.39K $590M
GOOG
Alphabet Inc.

Communication Services
18
+ 0.89%
$175.16 - $255.24 $3.15K - $4.59K
2.04K $496M
GE
General Electric CO

Industrials
4
+ 0.16%
$244.75 - $305.63 $979 - $1.22K
2.45K $736M
GLD
Spdr Gold Trust

ETFs
1
+ 0.06%
$300.96 - $355.47 $301 - $355
1.73K $614M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
230
+ 1.1%
$62.09 - $66.51 $14.3K - $15.3K
21.1K $1.38B
JPM
Jpmorgan Chase & CO

Financial Services
12
+ 0.45%
$282.78 - $316.06 $3.39K - $3.79K
2.66K $839M
CAT
Caterpillar Inc

Industrials
2
+ 0.37%
$390.92 - $477.15 $782 - $954
541 $258M
Fidelity Covington Trust
15
+ 0.14%
N/A
10.4K $380M
XEL
Xcel Energy Inc

Utilities
29
+ 0.81%
$67.56 - $80.65 $1.96K - $2.34K
3.6K $291M
FBND
Fidelity Merrimack Str Tr Tota

ETFs
471
+ 1.03%
$45.26 - $46.63 $21.3K - $22K
46.2K $2.14B
QUAL
Ishares Msci Usa Quality Facto

ETFs
9
+ 0.26%
$182.33 - $194.5 $1.64K - $1.75K
3.42K $666M
VEA
Vanguard Ftse Developed Market

ETFs
6
+ 0.04%
$56.02 - $60.3 $336 - $362
13.5K $807M
Blackrock Inc
1
+ 0.32%
N/A
318 $371M
RF
Regions Financial Corp

Financial Services
127
+ 1.05%
$24.03 - $27.41 $3.05K - $3.48K
12.2K $321M
OSK
Oshkosh Corp

Industrials
8
+ 0.37%
$118.16 - $143.44 $945 - $1.15K
2.19K $284M
UNH
Unitedhealth Group Inc

Healthcare
6
+ 0.6%
$237.77 - $353.61 $1.43K - $2.12K
1K $346M
DELL
Dell Technologies Inc.

Technology
7
+ 0.4%
$120.96 - $141.77 $847 - $992
1.76K $250M
DAL
Delta Air Lines, Inc.

Industrials
29
+ 0.7%
$49.0 - $61.97 $1.42K - $1.8K
4.19K $238M
BAC
Bank Of America Corp

Financial Services
32
+ 0.5%
$44.92 - $52.42 $1.44K - $1.68K
6.44K $332M
HD
Home Depot, Inc.

Consumer Cyclical
3
+ 0.45%
$357.4 - $423.42 $1.07K - $1.27K
668 $271M
KEY
Keycorp

Financial Services
185
+ 1.07%
$17.37 - $19.39 $3.21K - $3.59K
17.4K $326M
XOM
Exxon Mobil Corp

Energy
37
+ 0.89%
$105.83 - $117.22 $3.92K - $4.34K
4.19K $473M
WFC
Wells Fargo & Company

Financial Services
17
+ 0.27%
$77.05 - $85.16 $1.31K - $1.45K
6.31K $529M
PNC
Pnc Financial Services Group, Inc.

Financial Services
13
+ 0.92%
$185.88 - $207.44 $2.42K - $2.7K
1.43K $287M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
5
+ 0.12%
$49.43 - $54.52 $247 - $273
4.32K $234M
MRK
Merck & Co., Inc.

Healthcare
31
+ 0.98%
$77.6 - $87.37 $2.41K - $2.71K
3.19K $268M
PEP
Pepsico Inc

Consumer Defensive
15
+ 0.97%
$133.81 - $152.16 $2.01K - $2.28K
1.56K $218M
JEPI
J P Morgan Exchange Traded Fd

ETFs
235
+ 4.35%
$55.61 - $57.37 $13.1K - $13.5K
5.63K $322M
F
Ford Motor CO

Consumer Cyclical
155
+ 1.41%
$10.82 - $12.09 $1.68K - $1.87K
11.2K $134M
MCD
Mcdonalds Corp

Consumer Cyclical
4
+ 0.57%
$291.67 - $316.99 $1.17K - $1.27K
705 $214M
AMGN
Amgen Inc

Healthcare
1
+ 0.03%
$271.18 - $309.22 $271 - $309
2.91K $822M
OMF
One Main Holdings, Inc.

Financial Services
109
+ 1.83%
$55.61 - $62.61 $6.06K - $6.82K
6.06K $342M
T
At&T Inc.

Communication Services
78
+ 0.99%
$26.94 - $29.62 $2.1K - $2.31K
7.92K $224M
APO
Apollo Global Management, Inc.

Financial Services
12
+ 0.39%
$131.55 - $156.05 $1.58K - $1.87K
3.11K $415M
DIS
Walt Disney CO

Communication Services
12
+ 0.41%
$112.25 - $124.0 $1.35K - $1.49K
2.91K $333M
KO
Coca Cola CO

Consumer Defensive
51
+ 0.73%
$65.67 - $71.67 $3.35K - $3.66K
7.07K $469M
IBM
International Business Machines Corp

Technology
3
+ 0.04%
$234.77 - $292.47 $704 - $877
7.83K $2.21B
HRL
Hormel Foods Corp

Consumer Defensive
308
+ 1.04%
$24.31 - $31.54 $7.49K - $9.71K
30K $742M
Activity Summary
Buys All Purchases 57 New Holdings 8 Increased Positions 49 Sells All Sells 15 Reductions 15 Sold out 0 Options Calls 0 Puts 0
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