Fortress Wealth Group, LLC Purchases and Sells in Q2 2025

Fortress Wealth Group, LLC

$203 Million
Q2 2025

Top Buys

Incresed Positions

64 operations

Stock	Shares change	Price Range	Shares Held	Trade History
FBND	96.4K + 78.68%	$44.68 - $45.96 $4.31M - $4.43M	219K $10M
NVDA	173 + 0.47%	$94.31 - $157.99 $16.3K - $27.3K	36.9K $5.83M
MSFT	73 + 0.9%	$354.56 - $497.45 $25.9K - $36.3K	8.19K $4.07M
PLTR	1.33K + 16.19%	$74.01 - $144.25 $98.4K - $192K	9.54K $1.3M
JPM	167 + 1.41%	$210.28 - $289.91 $35.1K - $48.4K	12K $3.49M
META	108 + 3.82%	$484.66 - $738.09 $52.3K - $79.7K	2.93K $2.16M

New Holdings

9 operations

Stock	Shares change	Price Range	Shares Held	Trade History
WMB	11.5K New	$54.33 - $62.87 $624K - $722K	11.5K $721K
TTD	9.54K New	$45.27 - $79.4 $432K - $757K	9.54K $686K
VEEV	2.04K New	$209.39 - $289.94 $427K - $591K	2.04K $586K
ON	4.74K New	$31.95 - $54.21 $152K - $257K	4.74K $248K
MU	2K New	$64.72 - $127.91 $129K - $256K	2K $246K
GLD	682 New	$273.71 - $316.29 $187K - $216K	682 $207K

Top Sells

Reduced Positions

27 operations

Stock	Shares change	Price Range	Shares Held	Trade History
JEPQ	-116K - 74.25%	$45.88 - $54.4 $5.34M - $6.33M	40.4K $2.2M
VUG	-14.5K - 19.4%	$329.49 - $438.4 $4.79M - $6.38M	60.4K $26.5M
AMLP	-10.1K - 52.19%	$45.07 - $52.57 $453K - $529K	9.21K $450K
COWZ	-7.71K - 7.38%	$47.46 - $55.3 $366K - $426K	96.8K $5.33M
PG	-1.56K - 24.92%	$157.66 - $172.39 $246K - $269K	4.71K $749K
CVX	-1.54K - 41.03%	$133.73 - $168.51 $206K - $259K	2.21K $316K

Activity Summary All Purchases 73 New Holdings 9 Increased Positions 64 All Sells 27 Reductions 27 Sold out 0 Calls 0 Puts 0

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