Fortress Wealth Group, LLC Purchases in Q1 2025

Fortress Wealth Group, LLC

  • $194 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
VTV
Vanguard Value ETF

ETFs
26.8K
+ 18.3%
$167.73 - $179.21 $4.5M - $4.81M
174K $30M
VUG
Vanguard Growth ETF

ETFs
13.6K
+ 22.16%
$369.1 - $427.61 $5.02M - $5.82M
75K $27.8M
TFLO
Ishares Treasury Floating Rate

ETFs
41.4K
+ 62.71%
$50.48 - $50.68 $2.09M - $2.1M
108K $5.45M
XLK
Technology Sector Spdr

ETFs
8.7K
New
$206.38 - $242.18 $1.8M - $2.11M
8.7K $1.8M
PKI
Perkinelmer Inc

Healthcare
4.77K
New
N/A
4.77K $576K
GS
Goldman Sachs Group Inc

Financial Services
876
New
$524.81 - $672.19 $460K - $589K
876 $478K
IBM
International Business Machines Corp

Technology
1.64K
+ 96.25%
$217.4 - $264.74 $357K - $435K
3.35K $833K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
24
+ 0.46%
$442.66 - $534.52 $10.6K - $12.8K
5.22K $2.78M
UBER
Uber Technologies, Inc

Technology
5.6K
New
$63.17 - $81.49 $354K - $457K
5.6K $408K
ABBV
Abb Vie Inc.

Healthcare
1.94K
New
$169.2 - $216.66 $329K - $421K
1.94K $407K
ORCL
Oracle Corp

Technology
2.59K
New
$139.81 - $186.47 $362K - $483K
2.59K $361K
CRM
Salesforce, Inc.

Technology
1.31K
New
$268.36 - $359.95 $351K - $471K
1.31K $351K
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
6.61K
New
$51.52 - $52.37 $340K - $346K
6.61K $346K
GE
General Electric CO

Industrials
1.11K
+ 67.42%
$168.59 - $212.13 $187K - $235K
2.75K $550K
IWF
Ishares Russell 1000 Gr ETF

ETFs
748
New
$360.07 - $417.26 $269K - $312K
748 $270K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
2.36K
+ 33.46%
$95.85 - $99.25 $226K - $234K
9.41K $930K
CI
Cigna Corp

Healthcare
367
+ 26.31%
$274.49 - $329.0 $101K - $121K
1.76K $579K
ZBH
Zimmer Biomet Holdings, Inc.

Healthcare
1.4K
+ 37.66%
$98.98 - $113.18 $138K - $158K
5.11K $578K
HYG
Ishares Tr

ETFs
2.32K
+ 38.07%
$78.51 - $80.11 $182K - $186K
8.41K $663K
ROP
Roper Technologies Inc

Industrials
197
+ 23.31%
$502.71 - $593.81 $99K - $117K
1.04K $614K
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
2.04K
+ 11.83%
$48.65 - $53.06 $99.1K - $108K
19.3K $1M
ECL
Ecolab Inc.

Basic Materials
476
+ 24.1%
$229.72 - $269.82 $109K - $128K
2.45K $621K
TDG
Trans Digm Group Inc

Industrials
81
+ 21.72%
$1251.32 - $1394.11 $101K - $113K
454 $628K
KO
Coca Cola CO

Consumer Defensive
826
+ 8.45%
$60.81 - $72.32 $50.2K - $59.7K
10.6K $758K
CSGP
Costar Group, Inc.

Real Estate
1.16K
+ 18.07%
$69.29 - $80.37 $80.5K - $93.4K
7.59K $601K
NEE
Nextera Energy Inc

Utilities
2.06K
+ 15.69%
$66.96 - $76.16 $138K - $157K
15.2K $1.08M
CSX
Csx Corp

Industrials
5.76K
+ 42.99%
$29.11 - $33.67 $168K - $194K
19.2K $563K
MELI
Mercadolibre Inc

Consumer Cyclical
31
+ 11.97%
$1739.0 - $2260.0 $53.9K - $70.1K
290 $565K
XOM
Exxon Mobil Corp

Energy
64
+ 0.68%
$105.44 - $118.93 $6.75K - $7.61K
9.43K $1.12M
PLTR
Palantir Technologies Inc.

Technology
465
+ 6.01%
$64.98 - $124.62 $30.2K - $57.9K
8.21K $692K
JEPI
J P Morgan Exchange Traded Fd

ETFs
1.88K
+ 10.6%
$56.17 - $59.71 $106K - $112K
19.7K $1.12M
MOAT
Vaneck Morningstar Wide Moat E

ETFs
1.15K
+ 1.43%
N/A
82.1K $7.05M
WMT
Walmart Inc.

Consumer Defensive
1.28K
+ 21.09%
$84.5 - $105.05 $108K - $135K
7.36K $646K
TYL
Tyler Technologies Inc

Technology
153
+ 16.85%
$553.41 - $646.74 $84.7K - $99K
1.06K $616K
RTX
Raytheon Technologies Corp

Industrials
2
+ 0.04%
$114.1 - $135.66 $228 - $271
5.06K $670K
PLD
Prologis, Inc.

Real Estate
281
+ 6.56%
$103.59 - $124.04 $29.1K - $34.9K
4.56K $509K
JCPB
J P Morgan Exchange Traded Fd

ETFs
677
+ 2.97%
$45.56 - $47.23 $30.8K - $32K
23.5K $1.1M
AEP
American Electric Power CO Inc

Utilities
2
+ 0.07%
$90.32 - $109.27 $181 - $219
2.96K $323K
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
1
+ 0.07%
$208.48 - $244.03 $208 - $244
1.47K $357K
PANW
Palo Alto Networks Inc

Technology
517
+ 13.14%
$167.82 - $208.28 $86.8K - $108K
4.45K $759K
DUK
Duke Energy Corp

Utilities
8
+ 0.3%
$105.87 - $121.97 $847 - $976
2.71K $330K
FDL
First Tr Morningstar Dividend

ETFs
1
+ 0.01%
$39.69 - $43.83 $39.7 - $43.8
10.6K $460K
JPIE
J P Morgan Exchange Traded Fd
275
+ 2.69%
$45.46 - $46.18 $12.5K - $12.7K
10.5K $483K
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
116
+ 1.65%
$77.7 - $78.94 $9.01K - $9.16K
7.16K $565K
FLRT
Pacer Fds Tr Pacific Asset Flt

ETFs
280
+ 1.53%
$47.03 - $47.8 $13.2K - $13.4K
18.6K $874K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
3
+ 0.09%
$126.11 - $135.06 $378 - $405
3.2K $412K
Innventure Inc
14.4K
New
N/A
14.4K $0
Ishares Bitcoin Trust ETF
16.4K
New
N/A
16.4K $0
TLTW
Ishares Tr 20+ Yr Treas Bd Buy
343K
New
N/A
343K $0
Activity Summary
Buys All Purchases 59 New Holdings 13 Increased Positions 46 Sells All Sells 36 Reductions 36 Sold out 0 Options Calls 0 Puts 0
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