Fortress Financial Group, LLC Incresed Positions in Q1 2025

Fortress Financial Group, LLC

  • $100 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
Blackrock ETF Trust
18.6K
+ 5.6%
N/A
351K $9.09B
IUSV
Ishares Core S&P U.S. Value Et

ETFs
6.84K
+ 5.1%
$90.0 - $96.32 $616K - $659K
141K $13B
RSP
Invesco S&P 500 Equal Weight E

ETFs
2.44K
+ 6.39%
$169.43 - $182.84 $413K - $446K
40.6K $7.03B
AMGN
Amgen Inc

Healthcare
1
+ 0.03%
$258.59 - $327.36 $259 - $327
2.91K $907M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
10
+ 0.59%
$442.66 - $534.52 $4.43K - $5.35K
1.71K $910M
FBND
Fidelity Merrimack Str Tr Tota

ETFs
1.31K
+ 1.78%
$44.41 - $45.98 $58.1K - $60.2K
74.7K $3.41B
IEFA
Ishares Tr

ETFs
80
+ 0.43%
$69.57 - $78.65 $5.57K - $6.29K
18.7K $1.41B
KO
Coca Cola CO

Consumer Defensive
289
+ 4.33%
$60.81 - $72.32 $17.6K - $20.9K
6.97K $499M
GE
General Electric CO

Industrials
4
+ 0.16%
$168.59 - $212.13 $674 - $849
2.44K $488M
XOM
Exxon Mobil Corp

Energy
33
+ 0.83%
$105.44 - $118.93 $3.48K - $3.92K
4.02K $478M
VEA
Vanguard Ftse Developed Market

ETFs
6
+ 0.04%
$47.4 - $52.99 $284 - $318
13.4K $684M
NVDA
Nvidia Corp

Technology
1.33K
+ 30.73%
$106.98 - $149.43 $142K - $198K
5.65K $612M
SCHP
Schwab Strategic Us Tips ETF

ETFs
182
+ 0.72%
$25.69 - $26.78 $4.68K - $4.87K
25.5K $686M
UNH
Unitedhealth Group Inc

Healthcare
2
+ 0.2%
$461.52 - $548.18 $923 - $1.1K
989 $518M
JPM
Jpmorgan Chase & CO

Financial Services
12
+ 0.47%
$225.19 - $279.95 $2.7K - $3.36K
2.56K $629M
MCD
Mcdonalds Corp

Consumer Cyclical
5
+ 0.72%
$279.74 - $321.29 $1.4K - $1.61K
697 $218M
TLT
Ishares Barclays 20+ Year Trea

ETFs
63
+ 2.08%
$85.29 - $92.57 $5.37K - $5.83K
3.1K $282M
XEL
Xcel Energy Inc

Utilities
29
+ 0.82%
$63.37 - $72.1 $1.84K - $2.09K
3.55K $251M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
1.75K
+ 10.99%
$102.49 - $119.96 $180K - $210K
17.7K $1.85B
WFC
Wells Fargo & Company

Financial Services
15
+ 0.24%
$66.78 - $81.42 $1K - $1.22K
6.28K $451M
ISTB
Ihares Core 1 5 Years Usd Bond

ETFs
91
+ 0.88%
$47.59 - $48.33 $4.33K - $4.4K
10.4K $504M
VTV
Vanguard Value ETF

ETFs
2
+ 0.1%
$167.73 - $179.21 $335 - $358
1.91K $330M
JEPI
J P Morgan Exchange Traded Fd

ETFs
102
+ 2.13%
$56.17 - $59.71 $5.73K - $6.09K
4.88K $279M
F
Ford Motor CO

Consumer Cyclical
191
+ 1.79%
$9.12 - $10.43 $1.74K - $1.99K
10.8K $109M
HD
Home Depot, Inc.

Consumer Cyclical
34
+ 5.7%
$347.25 - $424.87 $11.8K - $14.4K
630 $231M
OSK
Oshkosh Corp

Industrials
11
+ 0.51%
$89.56 - $116.4 $985 - $1.28K
2.17K $204M
KEY
Keycorp

Financial Services
835
+ 6.59%
$15.15 - $18.3 $12.7K - $15.3K
13.5K $216M
UPS
United Parcel Service Inc

Industrials
714
+ 14.22%
$109.66 - $136.26 $78.3K - $97.3K
5.73K $631M
HRL
Hormel Foods Corp

Consumer Defensive
306
+ 1.02%
$28.29 - $31.52 $8.66K - $9.65K
30.4K $939M
IBP
Installed Building Products, Inc.

Consumer Cyclical
29
+ 1.23%
$162.22 - $206.22 $4.7K - $5.98K
2.38K $409M
OMF
One Main Holdings, Inc.

Financial Services
84
+ 1.82%
$45.35 - $58.06 $3.81K - $4.88K
4.69K $229M
BAC
Bank Of America Corp

Financial Services
35
+ 0.57%
$39.61 - $47.74 $1.39K - $1.67K
6.19K $258M
IWB
Ishares Tr Russell 1000 ETF

ETFs
6
+ 0.56%
$302.31 - $337.54 $1.81K - $2.03K
1.07K $328M
PNC
Pnc Financial Services Group, Inc.

Financial Services
11
+ 0.79%
$168.84 - $202.89 $1.86K - $2.23K
1.4K $246M
Blackrock Inc
1
+ 0.33%
N/A
308 $292M
WTBA
West Bancorporation Inc

Financial Services
210
+ 1.12%
$20.0 - $22.62 $4.2K - $4.75K
19K $379M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
296
+ 2.47%
$57.21 - $65.8 $16.9K - $19.5K
12.3K $717M
DIS
Walt Disney CO

Communication Services
17
+ 0.59%
$96.87 - $114.0 $1.65K - $1.94K
2.9K $286M
Alerus Finl Corp
228
+ 0.27%
N/A
85.3K $1.58B
IVV
Ishares Core S&P 500 ETF

ETFs
1
+ 0.03%
$554.06 - $615.85 $554 - $616
3.11K $1.75B
APO
Apollo Global Management, Inc.

Financial Services
9
+ 0.29%
$126.01 - $172.06 $1.13K - $1.55K
3.09K $423M
SPY
Spdr S&P 500 ETF Trust

ETFs
59
+ 1.23%
$551.42 - $612.93 $32.5K - $36.2K
4.87K $2.72B
MSFT
Microsoft Corp

Technology
37
+ 1.23%
$375.39 - $447.2 $13.9K - $16.5K
3.05K $1.15B
GSLC
Goldman Sachs ETF Tr Activebet

ETFs
306
+ 0.81%
$108.02 - $120.45 $33.1K - $36.9K
38.1K $4.19B
AMZN
Amazon Com Inc

Consumer Cyclical
123
+ 1.89%
$190.26 - $242.06 $23.4K - $29.8K
6.64K $1.26B
IJT
Ishares S&P Small Cap 600 Grow

ETFs
1.15K
+ 3.86%
$121.0 - $142.28 $140K - $164K
31K $3.86B
QQQ
Invesco Qqq Trust, Series 1

ETFs
115
+ 1.97%
$468.34 - $539.52 $53.9K - $62K
5.94K $2.79B
AAPL
Apple Inc.

Technology
68
+ 0.77%
$209.68 - $247.1 $14.3K - $16.8K
8.93K $1.98B
IWF
Ishares Russell 1000 Gr ETF

ETFs
11
+ 0.17%
$360.07 - $417.26 $3.96K - $4.59K
6.47K $2.34B
Activity Summary
Buys All Purchases 57 New Holdings 5 Increased Positions 52 Sells All Sells 4 Reductions 4 Sold out 0 Options Calls 0 Puts 0
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