Fortress Wealth Group, LLC Reduced Holdings in Q3 2024

Fortress Wealth Group, LLC

  • $191 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
NVDA
Nvidia Corp

Technology
-25.8K
- 43.0%
$98.91 - $134.91 $2.55M - $3.48M
34.2K $4.15M
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
-62.1K
- 35.28%
$53.41 - $57.9 $3.31M - $3.59M
114K $6.58M
IWV
Ishares Russell 3000 ETF

ETFs
-6.63K
- 75.41%
$294.75 - $326.73 $1.95M - $2.16M
2.16K $706K
DBMF
Litman Gregory Fds Tr Imgp Dbi

ETFs
-662
- 0.26%
$26.82 - $30.58 $17.8K - $20.2K
256K $7.2M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-4.71K
- 40.16%
$96.25 - $101.98 $454K - $481K
7.02K $711K
LLY
Eli Lilly & CO

Healthcare
-407
- 16.83%
$772.14 - $960.02 $314K - $391K
2.01K $1.78M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
-5.01K
- 41.6%
$76.94 - $79.54 $385K - $398K
7.03K $558K
CRWD
Crowd Strike Holdings, Inc.

Technology
-121
- 4.89%
$217.89 - $392.15 $26.4K - $47.5K
2.35K $659K
MOAT
Vaneck Morningstar Wide Moat E

ETFs
-1.59K
- 2.0%
$85.84 - $85.84 $136K - $136K
78K $6.7M
MSFT
Microsoft Corp

Technology
-97
- 1.08%
$395.15 - $467.56 $38.3K - $45.4K
8.85K $3.81M
CVX
Chevron Corp

Energy
-413
- 7.03%
$137.88 - $161.97 $56.9K - $66.9K
5.46K $804K
HYG
Ishares Tr

ETFs
-1.7K
- 21.92%
$76.72 - $80.36 $131K - $137K
6.07K $487K
TSLA
Tesla, Inc.

Consumer Cyclical
-1.39K
- 34.21%
$191.76 - $263.26 $267K - $367K
2.68K $700K
TFC
Truist Financial Corp

Financial Services
-2.75K
- 33.51%
$38.22 - $44.94 $105K - $124K
5.46K $233K
ON
On Semiconductor Corp

Technology
-1.34K
- 21.3%
$66.39 - $78.74 $88.8K - $105K
4.94K $358K
MRK
Merck & Co., Inc.

Healthcare
-78
- 1.7%
$111.15 - $128.97 $8.67K - $10.1K
4.51K $511K
JEPI
J P Morgan Exchange Traded Fd

ETFs
-1.97K
- 8.03%
$54.98 - $59.51 $108K - $117K
22.6K $1.34M
GD
General Dynamics Corp

Industrials
-179
- 17.33%
$279.51 - $308.09 $50K - $55.1K
854 $258K
GOOGL
Alphabet Inc.

Communication Services
-50
- 2.61%
$148.65 - $191.18 $7.43K - $9.56K
1.87K $309K
PG
Procter & Gamble CO

Consumer Defensive
-496
- 7.37%
$160.76 - $177.82 $79.7K - $88.2K
6.24K $1.08M
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
-113
- 0.67%
$44.66 - $49.15 $5.05K - $5.55K
16.8K $791K
PANW
Palo Alto Networks Inc

Technology
-36
- 1.81%
$294.18 - $368.01 $10.6K - $13.2K
1.96K $668K
AMD
Advanced Micro Devices Inc

Technology
-52
- 3.93%
$128.67 - $183.96 $6.69K - $9.57K
1.27K $208K
PEP
Pepsico Inc

Consumer Defensive
-164
- 3.77%
$161.9 - $179.3 $26.6K - $29.4K
4.19K $712K
JCPB
J P Morgan Exchange Traded Fd

ETFs
-995
- 4.15%
$45.87 - $48.53 $45.6K - $48.3K
23K $1.11M
TDG
Trans Digm Group Inc

Industrials
-41
- 10.17%
$1202.03 - $1427.41 $49.3K - $58.5K
362 $516K
JPIE
J P Morgan Exchange Traded Fd
-123
- 1.17%
$45.17 - $46.39 $5.56K - $5.71K
10.4K $481K
DUK
Duke Energy Corp

Utilities
-355
- 11.64%
$99.35 - $117.71 $35.3K - $41.8K
2.7K $310K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-115
- 5.6%
$105.53 - $118.34 $12.1K - $13.6K
1.94K $226K
CSCO
Cisco Systems, Inc.

Technology
-960
- 9.04%
$44.74 - $53.22 $43K - $51.1K
9.67K $514K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-236
- 2.62%
$57.32 - $62.65 $13.5K - $14.8K
8.77K $546K
UNP
Union Pacific Corp

Industrials
-20
- 1.0%
$221.78 - $256.09 $4.44K - $5.12K
1.98K $487K
MELI
Mercadolibre Inc

Consumer Cyclical
-36
- 12.41%
$1591.44 - $2140.1 $57.3K - $77K
254 $520K
JNJ
Johnson & Johnson

Healthcare
-461
- 5.44%
$145.48 - $167.38 $67.1K - $77.2K
8.01K $1.3M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-502
- 9.11%
$405.19 - $478.57 $203K - $240K
5.01K $2.3M
CAT
Caterpillar Inc

Industrials
-205
- 7.76%
$316.8 - $391.12 $64.9K - $80.2K
2.44K $952K
UNH
Unitedhealth Group Inc

Healthcare
-38
- 2.56%
$488.01 - $604.18 $18.5K - $23K
1.45K $846K
SPY
Spdr S&P 500 ETF Trust

ETFs
-567
- 3.98%
$517.38 - $573.86 $293K - $325K
13.7K $7.85M
QQQ
Invesco Qqq Trust, Series 1

ETFs
-402
- 1.16%
$434.77 - $502.96 $175K - $202K
34.4K $16.8M
AAPL
Apple Inc.

Technology
-1.19K
- 5.99%
$207.23 - $234.82 $246K - $279K
18.6K $4.34M
META
Meta Platforms, Inc.

Communication Services
-35
- 1.26%
$453.41 - $572.44 $15.9K - $20K
2.75K $1.57M
FVD
First Tr Value Line Divid Inde

ETFs
-367
- 0.78%
$40.45 - $45.49 $14.8K - $16.7K
46.9K $2.13M
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
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