Fortress Wealth Group, LLC Incresed Positions in Q2 2025

Fortress Wealth Group, LLC

  • $203 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
FBND
Fidelity Merrimack Str Tr Tota

ETFs
96.4K
+ 78.68%
$44.68 - $45.96 $4.31M - $4.43M
219K $10M
NVDA
Nvidia Corp

Technology
173
+ 0.47%
$94.31 - $157.99 $16.3K - $27.3K
36.9K $5.83M
MSFT
Microsoft Corp

Technology
73
+ 0.9%
$354.56 - $497.45 $25.9K - $36.3K
8.19K $4.07M
PLTR
Palantir Technologies Inc.

Technology
1.33K
+ 16.19%
$74.01 - $144.25 $98.4K - $192K
9.54K $1.3M
JPM
Jpmorgan Chase & CO

Financial Services
167
+ 1.41%
$210.28 - $289.91 $35.1K - $48.4K
12K $3.49M
META
Meta Platforms, Inc.

Communication Services
108
+ 3.82%
$484.66 - $738.09 $52.3K - $79.7K
2.93K $2.16M
AVGO
Broadcom Inc.

Technology
44
+ 0.95%
$146.29 - $275.65 $6.44K - $12.1K
4.69K $1.29M
AMZN
Amazon Com Inc

Consumer Cyclical
239
+ 1.72%
$167.32 - $223.3 $40K - $53.4K
14.1K $3.1M
FLRT
Pacer Fds Tr Pacific Asset Flt

ETFs
8.22K
+ 44.28%
$45.89 - $47.6 $377K - $391K
26.8K $1.27M
GOOGL
Alphabet Inc.

Communication Services
1.76K
+ 95.69%
$144.7 - $178.6 $254K - $313K
3.59K $632K
GS
Goldman Sachs Group Inc

Financial Services
282
+ 32.19%
$462.22 - $707.75 $130K - $200K
1.16K $819K
ORCL
Oracle Corp

Technology
535
+ 20.67%
$122.82 - $218.63 $65.7K - $117K
3.12K $682K
BA
Boeing CO

Industrials
19
+ 0.25%
$136.59 - $217.51 $2.6K - $4.13K
7.73K $1.62M
TT
Trane Technologies PLC

Industrials
4
+ 0.15%
$315.21 - $437.41 $1.26K - $1.75K
2.75K $1.2M
NFLX
Netflix Inc

Communication Services
73
+ 17.1%
$855.86 - $1339.13 $62.5K - $97.8K
500 $669K
MELI
Mercadolibre Inc

Consumer Cyclical
14
+ 4.83%
$1794.73 - $2613.63 $25.1K - $36.6K
304 $794K
NOW
Service Now, Inc.

Technology
32
+ 3.89%
$721.65 - $1040.18 $23.1K - $33.3K
855 $879K
PANW
Palo Alto Networks Inc

Technology
328
+ 7.37%
$152.44 - $204.64 $50K - $67.1K
4.78K $977K
GE
General Electric CO

Industrials
178
+ 6.48%
$166.81 - $257.39 $29.7K - $45.8K
2.93K $753K
GOOG
Alphabet Inc.

Communication Services
144
+ 1.78%
$146.58 - $180.01 $21.1K - $25.9K
8.21K $1.46M
IBM
International Business Machines Corp

Technology
137
+ 4.09%
$221.03 - $294.78 $30.3K - $40.4K
3.49K $1.03M
CAT
Caterpillar Inc

Industrials
59
+ 2.31%
$273.94 - $388.21 $16.2K - $22.9K
2.61K $1.01M
UBER
Uber Technologies, Inc

Technology
581
+ 10.37%
$64.62 - $93.3 $37.5K - $54.2K
6.19K $577K
PKI
Perkinelmer Inc

Healthcare
1.28K
+ 26.85%
N/A
6.05K $731K
RGTI
Rigetti Computing, Inc.

Technology
9K
+ 78.71%
$7.5 - $14.29 $67.5K - $129K
20.4K $242K
MOAT
Vaneck Morningstar Wide Moat E

ETFs
1.53K
+ 1.86%
N/A
83.7K $7.18M
KKR
Kkr & Co. Inc.

Financial Services
203
+ 3.39%
$92.79 - $134.29 $18.8K - $27.3K
6.19K $822K
TDG
Trans Digm Group Inc

Industrials
41
+ 9.03%
$1231.75 - $1520.64 $50.5K - $62.3K
495 $752K
TYL
Tyler Technologies Inc

Technology
150
+ 14.14%
$521.68 - $592.84 $78.3K - $88.9K
1.21K $717K
CSCO
Cisco Systems, Inc.

Technology
234
+ 2.11%
$53.19 - $69.38 $12.4K - $16.2K
11.3K $784K
ROP
Roper Technologies Inc

Industrials
187
+ 17.95%
$519.19 - $590.78 $97.1K - $110K
1.23K $696K
ECL
Ecolab Inc.

Basic Materials
130
+ 5.3%
$225.65 - $270.95 $29.3K - $35.2K
2.58K $695K
CSX
Csx Corp

Industrials
276
+ 1.44%
$26.69 - $32.91 $7.37K - $9.08K
19.4K $634K
RTX
Raytheon Technologies Corp

Industrials
12
+ 0.24%
$113.75 - $148.48 $1.37K - $1.78K
5.07K $740K
COF
Capital One Financial Corp

Financial Services
13
+ 0.68%
$150.57 - $212.76 $1.96K - $2.77K
1.91K $407K
AMAT
Applied Materials Inc

Technology
18
+ 1.14%
$126.95 - $183.52 $2.29K - $3.3K
1.59K $291K
MPC
Marathon Petroleum Corp

Energy
16
+ 0.64%
$118.55 - $170.08 $1.9K - $2.72K
2.51K $417K
CSGP
Costar Group, Inc.

Real Estate
554
+ 7.3%
$72.62 - $83.22 $40.2K - $46.1K
8.15K $655K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
298
+ 3.69%
$51.16 - $62.02 $15.2K - $18.5K
8.37K $519K
AXP
American Express CO

Financial Services
9
+ 1.03%
$231.39 - $318.98 $2.08K - $2.87K
880 $280K
CRM
Salesforce, Inc.

Technology
145
+ 11.08%
$236.26 - $291.15 $34.3K - $42.2K
1.45K $396K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
208
+ 6.5%
$114.78 - $133.31 $23.9K - $27.7K
3.41K $454K
NEE
Nextera Energy Inc

Utilities
737
+ 4.85%
$64.11 - $75.0 $47.2K - $55.3K
15.9K $1.11M
RDVY
First Trust Rising Dividend Ac

ETFs
2
+ 0.03%
$51.6 - $62.74 $103 - $125
6.52K $409K
FTNT
Fortinet, Inc.

Technology
13
+ 0.58%
$84.71 - $108.69 $1.1K - $1.41K
2.27K $240K
FXO
First Tr Exchange Traded Fd Fi

ETFs
4
+ 0.06%
$45.9 - $56.06 $184 - $224
6.57K $368K
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
259
+ 3.92%
$51.68 - $52.76 $13.4K - $13.7K
6.87K $362K
COST
Costco Wholesale Corp

Consumer Defensive
6
+ 2.59%
$908.13 - $1056.85 $5.45K - $6.34K
238 $235K
ABBV
Abb Vie Inc.

Healthcare
313
+ 16.11%
$170.16 - $206.27 $53.3K - $64.6K
2.26K $418K
Activity Summary
Buys All Purchases 73 New Holdings 9 Increased Positions 64 Sells All Sells 27 Reductions 27 Sold out 0 Options Calls 0 Puts 0
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