Fortress Wealth Group, LLC Purchases in Q3 2024

Fortress Wealth Group, LLC

  • $191 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
FBND
Fidelity Merrimack Str Tr Tota

ETFs
154K
New
$44.65 - $47.21 $6.9M - $7.29M
154K $7.22M
VTV
Vanguard Value ETF

ETFs
11.1K
+ 8.13%
$159.75 - $174.57 $1.78M - $1.94M
148K $25.8M
SMCI
Super Micro Computer, Inc.

Technology
4.3K
New
$386.46 - $909.96 $1.66M - $3.91M
4.3K $1.79M
VUG
Vanguard Growth ETF

ETFs
1.86K
+ 3.08%
$341.08 - $391.94 $636K - $731K
62.5K $24M
FNX
First Tr Mid Cap Core Alphadex

ETFs
1.44K
+ 3.75%
$106.85 - $117.19 $154K - $169K
39.8K $4.66M
TFLO
Ishares Treasury Floating Rate

ETFs
6.09K
+ 8.53%
$50.42 - $50.66 $307K - $309K
77.5K $3.92M
LMT
Lockheed Martin Corp

Industrials
392
New
$460.3 - $584.56 $180K - $229K
392 $229K
HD
Home Depot, Inc.

Consumer Cyclical
22
+ 0.66%
$333.64 - $405.2 $7.34K - $8.91K
3.34K $1.35M
NEE
Nextera Energy Inc

Utilities
271
+ 2.25%
$69.9 - $84.97 $18.9K - $23K
12.3K $1.04M
KKR
Kkr & Co. Inc.

Financial Services
80
+ 1.59%
$104.51 - $133.23 $8.36K - $10.7K
5.1K $665K
NOW
Service Now, Inc.

Technology
18
+ 2.59%
$730.87 - $937.36 $13.2K - $16.9K
713 $637K
TYL
Tyler Technologies Inc

Technology
27
+ 3.06%
$499.52 - $595.46 $13.5K - $16.1K
910 $531K
GE
General Electric CO

Industrials
229
+ 16.75%
$156.66 - $189.66 $35.9K - $43.4K
1.6K $300K
KO
Coca Cola CO

Consumer Defensive
7
+ 0.07%
$62.69 - $73.01 $439 - $511
9.76K $701K
FLRT
Pacer Fds Tr Pacific Asset Flt

ETFs
1.45K
+ 7.95%
$47.43 - $47.88 $68.9K - $69.5K
19.7K $936K
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
2.83K
+ 1.81%
$49.7 - $56.11 $141K - $159K
159K $8.72M
PLD
Prologis, Inc.

Real Estate
65
+ 1.57%
$111.95 - $132.43 $7.28K - $8.61K
4.2K $530K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
236
+ 7.96%
$117.9 - $128.2 $27.8K - $30.3K
3.2K $410K
ECL
Ecolab Inc.

Basic Materials
71
+ 3.85%
$228.86 - $255.76 $16.2K - $18.2K
1.92K $488K
V
Visa Inc.

Financial Services
34
+ 1.08%
$253.74 - $291.56 $8.63K - $9.91K
3.17K $871K
COST
Costco Wholesale Corp

Consumer Defensive
39
+ 10.57%
$801.83 - $917.05 $31.3K - $35.8K
408 $361K
FDL
First Tr Morningstar Dividend

ETFs
2
+ 0.02%
$37.66 - $42.06 $75.3 - $84.1
10.6K $444K
CI
Cigna Corp

Healthcare
61
+ 4.8%
$319.12 - $367.1 $19.5K - $22.4K
1.33K $461K
CSX
Csx Corp

Industrials
681
+ 5.62%
$32.48 - $35.45 $22.1K - $24.1K
12.8K $441K
FXO
First Tr Exchange Traded Fd Fi

ETFs
4
+ 0.06%
$45.78 - $51.72 $183 - $207
6.56K $335K
AEP
American Electric Power CO Inc

Utilities
2
+ 0.09%
$87.11 - $104.95 $174 - $210
2.14K $219K
RDVY
First Trust Rising Dividend Ac

ETFs
4
+ 0.06%
$53.68 - $59.24 $215 - $237
6.72K $398K
CSGP
Costar Group, Inc.

Real Estate
247
+ 4.14%
$71.59 - $79.61 $17.7K - $19.7K
6.21K $468K
XOM
Exxon Mobil Corp

Energy
41
+ 0.44%
$109.72 - $119.0 $4.5K - $4.88K
9.28K $1.09M
ROP
Roper Technologies Inc

Industrials
35
+ 4.57%
$515.25 - $576.55 $18K - $20.2K
801 $445K
ZBH
Zimmer Biomet Holdings, Inc.

Healthcare
101
+ 2.89%
$104.47 - $116.17 $10.6K - $11.7K
3.59K $387K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
50
+ 1.64%
$147.95 - $191.05 $7.4K - $9.55K
3.11K $539K
Linde PLC
17
+ 1.5%
N/A
1.15K $0
TLTW
Ishares Tr 20+ Yr Treas Bd Buy
15.4K
+ 4.63%
N/A
347K $0
GBTC
Grayscale Bitcoin Trust (Btc)

ETFs
370
+ 4.2%
$42.59 - $60.56 $15.8K - $22.4K
9.18K $463K
AMAT
Applied Materials Inc

Technology
2
+ 0.13%
$174.88 - $254.97 $350 - $510
1.57K $317K
GOOG
Alphabet Inc.

Communication Services
120
+ 1.63%
$149.54 - $192.66 $17.9K - $23.1K
7.47K $1.25M
AVGO
Broadcom Inc.

Technology
20
+ 0.43%
$136.27 - $1745.86 $2.73K - $34.9K
4.72K $814K
Activity Summary
Buys All Purchases 39 New Holdings 3 Increased Positions 36 Sells All Sells 43 Reductions 43 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Fortress Wealth Group, LLC Portfolio

Follow Fortress Wealth 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 Wealth Group, LLC, based on Form 13F filings with the SEC.

News

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

Choose your preferred platform and Sign Up 👇 Telegram Email