Fortress Wealth Group, LLC Incresed Positions in Q3 2025

Fortress Wealth Group, LLC

  • $218 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
VUG
Vanguard Growth ETF

ETFs
20.9K
+ 34.53%
$433.97 - $484.08 $9.05M - $10.1M
81.3K $39M
QQQ
Invesco Qqq Trust, Series 1

ETFs
487
+ 1.46%
$546.99 - $602.2 $266K - $293K
34K $20.4M
NVDA
Nvidia Corp

Technology
1.12K
+ 3.03%
$153.3 - $186.58 $171K - $208K
38K $7.09M
TSLA
Tesla, Inc.

Consumer Cyclical
334
+ 7.42%
$293.94 - $444.72 $98.2K - $149K
4.84K $2.15M
FBND
Fidelity Merrimack Str Tr Tota

ETFs
11.5K
+ 5.23%
$45.26 - $46.63 $518K - $534K
230K $10.7M
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
8.4K
+ 20.81%
$53.81 - $57.52 $452K - $483K
48.8K $2.8M
PLTR
Palantir Technologies Inc.

Technology
862
+ 9.04%
$130.68 - $186.97 $113K - $161K
10.4K $1.9M
GOOG
Alphabet Inc.

Communication Services
148
+ 1.8%
$175.16 - $255.24 $25.9K - $37.8K
8.36K $2.04M
JPM
Jpmorgan Chase & CO

Financial Services
160
+ 1.33%
$282.78 - $316.06 $45.2K - $50.6K
12.2K $3.85M
MU
Micron Technology Inc

Technology
1.41K
+ 70.3%
$104.88 - $168.89 $147K - $237K
3.41K $569K
GOOGL
Alphabet Inc.

Communication Services
255
+ 7.11%
$174.36 - $254.72 $44.5K - $65K
3.84K $934K
CAT
Caterpillar Inc

Industrials
82
+ 3.14%
$390.92 - $477.15 $32.1K - $39.1K
2.69K $1.28M
MSFT
Microsoft Corp

Technology
158
+ 1.93%
$491.09 - $535.64 $77.6K - $84.6K
8.34K $4.32M
HYG
Ishares Tr

ETFs
2.82K
+ 34.32%
$79.85 - $81.32 $225K - $229K
11K $896K
ORCL
Oracle Corp

Technology
79
+ 2.53%
$218.96 - $328.33 $17.3K - $25.9K
3.2K $900K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
1.64K
+ 17.91%
$97.75 - $100.75 $160K - $165K
10.8K $1.08M
GE
General Electric CO

Industrials
146
+ 4.99%
$244.75 - $305.63 $35.7K - $44.6K
3.07K $924K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
123
+ 2.23%
$459.11 - $506.91 $56.5K - $62.3K
5.64K $2.83M
HD
Home Depot, Inc.

Consumer Cyclical
69
+ 2.17%
$357.4 - $423.42 $24.7K - $29.2K
3.25K $1.31M
DUK
Duke Energy Corp

Utilities
1.01K
+ 36.99%
$116.31 - $125.93 $117K - $127K
3.73K $461K
NEE
Nextera Energy Inc

Utilities
504
+ 3.17%
$69.77 - $77.54 $35.2K - $39.1K
16.4K $1.24M
ABBV
Abb Vie Inc.

Healthcare
128
+ 5.67%
$184.85 - $231.54 $23.7K - $29.6K
2.38K $551K
FLRT
Pacer Fds Tr Pacific Asset Flt

ETFs
2.73K
+ 10.21%
$47.36 - $47.65 $129K - $130K
29.5K $1.4M
GS
Goldman Sachs Group Inc

Financial Services
14
+ 1.21%
$696.56 - $806.32 $9.75K - $11.3K
1.17K $933K
RTX
Raytheon Technologies Corp

Industrials
1
+ 0.02%
$144.19 - $167.33 $144 - $167
5.08K $849K
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
2.66K
+ 28.89%
$46.51 - $50.07 $124K - $133K
11.9K $557K
AMZN
Amazon Com Inc

Consumer Cyclical
401
+ 2.84%
$211.65 - $238.24 $84.9K - $95.5K
14.5K $3.19M
CSX
Csx Corp

Industrials
960
+ 4.94%
$32.05 - $36.52 $30.8K - $35.1K
20.4K $724K
XOM
Exxon Mobil Corp

Energy
350
+ 3.53%
$105.83 - $117.22 $37K - $41K
10.3K $1.16M
MOAT
Vaneck Morningstar Wide Moat E

ETFs
889
+ 1.06%
N/A
84.5K $7.26M
UBER
Uber Technologies, Inc

Technology
421
+ 6.81%
$86.91 - $99.57 $36.6K - $41.9K
6.61K $647K
MPC
Marathon Petroleum Corp

Energy
2
+ 0.08%
$158.59 - $198.69 $317 - $397
2.52K $484K
PLD
Prologis, Inc.

Real Estate
160
+ 3.4%
$104.08 - $115.35 $16.7K - $18.5K
4.87K $557K
CSGP
Costar Group, Inc.

Real Estate
327
+ 4.01%
$81.42 - $96.83 $26.6K - $31.7K
8.47K $714K
VEEV
Veeva Systems Inc

Healthcare
118
+ 5.79%
$269.2 - $297.91 $31.8K - $35.2K
2.16K $641K
AEP
American Electric Power CO Inc

Utilities
227
+ 7.65%
$103.26 - $115.0 $23.4K - $26.1K
3.19K $359K
ECL
Ecolab Inc.

Basic Materials
123
+ 4.77%
$259.39 - $285.47 $31.9K - $35.1K
2.7K $740K
AMD
Advanced Micro Devices Inc

Technology
103
+ 7.63%
$134.8 - $184.42 $13.9K - $19K
1.45K $235K
WMB
Williams Companies, Inc.

Energy
501
+ 4.36%
$56.52 - $64.01 $28.3K - $32.1K
12K $759K
PANW
Palo Alto Networks Inc

Technology
196
+ 4.1%
$167.06 - $208.19 $32.7K - $40.8K
4.98K $1.01M
AMAT
Applied Materials Inc

Technology
2
+ 0.13%
$156.25 - $204.95 $313 - $410
1.6K $326K
META
Meta Platforms, Inc.

Communication Services
58
+ 1.98%
$695.21 - $791.73 $40.3K - $45.9K
2.99K $2.2M
RDVY
First Trust Rising Dividend Ac

ETFs
1
+ 0.02%
$62.38 - $67.29 $62.4 - $67.3
6.52K $438K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
3
+ 0.09%
$132.9 - $142.03 $399 - $426
3.41K $481K
JEPI
J P Morgan Exchange Traded Fd

ETFs
354
+ 1.84%
$55.61 - $57.37 $19.7K - $20.3K
19.6K $1.12M
MA
Mastercard Inc

Financial Services
30
+ 3.67%
$550.18 - $598.96 $16.5K - $18K
848 $482K
ITW
Illinois Tool Works Inc

Industrials
29
+ 2.74%
$252.31 - $269.41 $7.32K - $7.81K
1.09K $283K
FXO
First Tr Exchange Traded Fd Fi

ETFs
3
+ 0.05%
$55.81 - $60.32 $167 - $181
6.57K $390K
PKI
Perkinelmer Inc

Healthcare
167
+ 2.76%
N/A
6.22K $752K
Activity Summary
Buys All Purchases 81 New Holdings 10 Increased Positions 71 Sells All Sells 18 Reductions 18 Sold out 0 Options Calls 0 Puts 0
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