Fortress Financial Solutions, LLC Portfolio Holdings

Fortress Financial Solutions, LLC

  • $70.1 Billion
  • Q4 2024

Fortress Financial Solutions, LLC has filed its 13F form on January 29, 2025 for Q4 2024 where it was disclosed a total value porftolio of $70.1 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 $9.7B, Vanguard Intermediate Term Cor with a value of $6.1B, Apple Inc. with a value of $4.18B, Ishares Core S&P Total U.S. St with a value of $4.18B, and Ishares Core S&P Mid Cap ETF with a value of $4.02B.

Examining the 13F form we can see an increase of $70.1B in the current position value.

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 $70.1 Billion
ETFs: $49.3 Billion
Technology: $9.8 Billion
Consumer Cyclical: $3.01 Billion
Industrials: $1.87 Billion
Communication Services: $1.53 Billion
Financial Services: $1.34 Billion
Consumer Defensive: $971 Million
Utilities: $634 Million
Other: $676 Million

Stock Holdings Table Market Cap. of $300 Millions to $2 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$1.95B
$280 Million 0.4% of portfolio
7,038
Q4 2024 New

Summary

  • Portfolio
  • No. of Stocks 57
  • Current Value $70.1 Billion
  • Filing
  • Period Q4 2024
  • Filing Date January 29, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 57 stocks
  • Additional Purchases 0 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 0 stocks
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