Fortress Wealth Group, LLC Purchases and Sells in Q1 2025

Fortress Wealth Group, LLC

$194 Million
Q1 2025

Top Buys

Incresed Positions

46 operations

Stock	Shares change	Price Range	Shares Held	Trade History
VTV	26.8K + 18.3%	$167.73 - $179.21 $4.5M - $4.81M	174K $30M
VUG	13.6K + 22.16%	$369.1 - $427.61 $5.02M - $5.82M	75K $27.8M
TFLO	41.4K + 62.71%	$50.48 - $50.68 $2.09M - $2.1M	108K $5.45M
IBM	1.64K + 96.25%	$217.4 - $264.74 $357K - $435K	3.35K $833K
BRK-B	24 + 0.46%	$442.66 - $534.52 $10.6K - $12.8K	5.22K $2.78M
GE	1.11K + 67.42%	$168.59 - $212.13 $187K - $235K	2.75K $550K

New Holdings

13 operations

Stock	Shares change	Price Range	Shares Held	Trade History
XLK	8.7K New	$206.38 - $242.18 $1.8M - $2.11M	8.7K $1.8M
PKI	4.77K New	N/A	4.77K $576K
GS	876 New	$524.81 - $672.19 $460K - $589K	876 $478K
UBER	5.6K New	$63.17 - $81.49 $354K - $457K	5.6K $408K
ABBV	1.94K New	$169.2 - $216.66 $329K - $421K	1.94K $407K
NFLX	427 New	$828.4 - $1058.6 $354K - $452K	427 $398K

Top Sells

Reduced Positions

36 operations

Stock	Shares change	Price Range	Shares Held	Trade History
QQQ	-1.04K - 2.95%	$468.34 - $539.52 $485K - $558K	34K $15.9M
FBND	-38.3K - 23.79%	$44.41 - $45.98 $1.7M - $1.76M	123K $5.6M
NVDA	-48 - 0.13%	$106.98 - $149.43 $5.14K - $7.17K	36.7K $3.98M
MSFT	-826 - 9.24%	$375.39 - $447.2 $310K - $369K	8.11K $3.05M
COWZ	-9.42K - 8.27%	$53.6 - $58.97 $505K - $555K	104K $5.72M
AAPL	-365 - 1.91%	$209.68 - $247.1 $76.5K - $90.2K	18.8K $4.17M

Activity Summary All Purchases 59 New Holdings 13 Increased Positions 46 All Sells 36 Reductions 36 Sold out 0 Calls 0 Puts 0

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