Fortress Financial Group, LLC Purchases and Sells in Q1 2025

Fortress Financial Group, LLC

$100 Billion
Q1 2025

Top Buys

Incresed Positions

52 operations

Stock	Shares change	Price Range	Shares Held	Trade History
BLACKROCK ETF TRUST	18.6K + 5.6%	N/A	351K $9.09B
IUSV	6.84K + 5.1%	$90.0 - $96.32 $616K - $659K	141K $13B
RSP	2.44K + 6.39%	$169.43 - $182.84 $413K - $446K	40.6K $7.03B
AMGN	1 + 0.03%	$258.59 - $327.36 $259 - $327	2.91K $907M
BRK-B	10 + 0.59%	$442.66 - $534.52 $4.43K - $5.35K	1.71K $910M
FBND	1.31K + 1.78%	$44.41 - $45.98 $58.1K - $60.2K	74.7K $3.41B

New Holdings

5 operations

Stock	Shares change	Price Range	Shares Held	Trade History
QUAL	1.85K New	$168.16 - $186.21 $311K - $344K	1.85K $316M
FIDELITY COVINGTON TRUST	10.4K New	N/A	10.4K $305M
MRK	2.84K New	$83.01 - $101.02 $235K - $286K	2.84K $254M
T	7.92K New	$21.56 - $28.28 $171K - $224K	7.92K $224M
PEP	1.49K New	$142.64 - $156.42 $213K - $233K	1.49K $223M

Top Sells

Reduced Positions

4 operations

Stock	Shares change	Price Range	Shares Held	Trade History
GCC	-7.7K - 19.05%	$18.9 - $20.05 $146K - $154K	32.7K $641M
USO	-406 - 10.87%	$70.89 - $84.34 $28.8K - $34.2K	3.33K $257M
RF	-45 - 0.38%	$20.84 - $24.77 $938 - $1.11K	11.9K $259M
FAST	-265 - 1.88%	$71.11 - $79.98 $18.8K - $21.2K	13.8K $1.07B

Activity Summary All Purchases 57 New Holdings 5 Increased Positions 52 All Sells 4 Reductions 4 Sold out 0 Calls 0 Puts 0

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