Fortress Financial Group, LLC has filed its 13F form on February 05, 2025 for Q4 2024 where it was disclosed a total value porftolio of $101 Billion distributed in 69 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P U.S Growth Et with a value of $13B, Ishares Core S&P U.S. Value Et with a value of $12.4B, Blackrock ETF Trust with a value of $8.21B, Invesco S&P 500 Equal Weight E with a value of $6.68B, and Goldman Sachs ETF Tr Activebet with a value of $4.35B.

Examining the 13F form we can see an increase of $101B in the current position value.

Fortress Financial Group, LLC is based out at Rochester, MN

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

Portfolio value $101 Billion
ETFs: $71.5 Billion
Technology: $4.27 Billion
Financial Services: $4.01 Billion
Consumer Cyclical: $3.55 Billion
Industrials: $2.96 Billion
Healthcare: $1.53 Billion
Consumer Defensive: $1.36 Billion
Communication Services: $624 Million
Other: $666 Million

Stock Holdings Table Market Cap. of Under $50 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 69
  • Current Value $101 Billion
  • Filing
  • Period Q4 2024
  • Filing Date February 05, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 69 stocks
  • Additional Purchases 0 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 0 stocks
Track This Portfolio

Track Fortress Financial Group, LLC Portfolio

Follow Fortress Financial Group, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Fortress Financial Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Fortress Financial Group, LLC with notifications on news.