Fortress Wealth Group, LLC Reduced Holdings in Q1 2025

Fortress Wealth Group, LLC

  • $194 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
QQQ
Invesco Qqq Trust, Series 1

ETFs
-1.04K
- 2.95%
$468.34 - $539.52 $485K - $558K
34K $15.9M
FBND
Fidelity Merrimack Str Tr Tota

ETFs
-38.3K
- 23.79%
$44.41 - $45.98 $1.7M - $1.76M
123K $5.6M
NVDA
Nvidia Corp

Technology
-48
- 0.13%
$106.98 - $149.43 $5.14K - $7.17K
36.7K $3.98M
MSFT
Microsoft Corp

Technology
-826
- 9.24%
$375.39 - $447.2 $310K - $369K
8.11K $3.05M
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
-9.42K
- 8.27%
$53.6 - $58.97 $505K - $555K
104K $5.72M
AAPL
Apple Inc.

Technology
-365
- 1.91%
$209.68 - $247.1 $76.5K - $90.2K
18.8K $4.17M
JNJ
Johnson & Johnson

Healthcare
-3.48K
- 43.95%
$142.06 - $167.7 $494K - $583K
4.44K $735K
SPY
Spdr S&P 500 ETF Trust

ETFs
-56
- 0.41%
$551.42 - $612.93 $30.9K - $34.3K
13.5K $7.56M
FNX
First Tr Mid Cap Core Alphadex

ETFs
-534
- 1.32%
$105.28 - $121.93 $56.2K - $65.1K
39.9K $4.35M
AVGO
Broadcom Inc.

Technology
-116
- 2.44%
$167.43 - $244.7 $19.4K - $28.4K
4.65K $777K
FVD
First Tr Value Line Divid Inde

ETFs
-7.31K
- 16.25%
$42.61 - $45.51 $312K - $333K
37.7K $1.68M
TQQQ
Proshares Ultrapro Qqq

ETFs
-2
- 0.02%
$57.3 - $90.39 $115 - $181
11.7K $672K
PEP
Pepsico Inc

Consumer Defensive
-1.32K
- 39.84%
$142.64 - $156.42 $188K - $206K
1.99K $298K
COST
Costco Wholesale Corp

Consumer Defensive
-185
- 44.36%
$890.62 - $1076.86 $165K - $199K
232 $219K
META
Meta Platforms, Inc.

Communication Services
-146
- 4.92%
$576.36 - $736.67 $84.1K - $108K
2.82K $1.63M
CAT
Caterpillar Inc

Industrials
-106
- 3.99%
$326.75 - $407.63 $34.6K - $43.2K
2.55K $840K
CVX
Chevron Corp

Energy
-1.4K
- 27.26%
$146.71 - $167.97 $206K - $236K
3.75K $626K
RGTI
Rigetti Computing, Inc.

Technology
-71
- 0.62%
$6.05 - $19.51 $430 - $1.39K
11.4K $90K
COIN
Coinbase Global, Inc.

Technology
-10
- 0.91%
$172.23 - $301.3 $1.72K - $3.01K
1.09K $186K
HD
Home Depot, Inc.

Consumer Cyclical
-12
- 0.36%
$347.25 - $424.87 $4.17K - $5.1K
3.3K $1.21M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-695
- 7.93%
$57.21 - $65.8 $39.8K - $45.7K
8.07K $470K
GOOGL
Alphabet Inc.

Communication Services
-11
- 0.6%
$154.33 - $206.19 $1.7K - $2.27K
1.83K $283K
APA
Apa Corp

Energy
-84
- 0.4%
$18.54 - $25.45 $1.56K - $2.14K
20.7K $435K
IWV
Ishares Russell 3000 ETF

ETFs
-25
- 1.16%
$313.1 - $349.83 $7.83K - $8.75K
2.14K $678K
RDVY
First Trust Rising Dividend Ac

ETFs
-204
- 3.04%
$57.22 - $63.39 $11.7K - $12.9K
6.52K $381K
MPC
Marathon Petroleum Corp

Energy
-197
- 7.31%
$134.72 - $159.03 $26.5K - $31.3K
2.5K $363K
UNH
Unitedhealth Group Inc

Healthcare
-51
- 3.48%
$461.52 - $548.18 $23.5K - $28K
1.41K $740K
Linde PLC
-6
- 0.51%
N/A
1.16K $0
XLF
Financial Sector Spdr

ETFs
-99
- 1.91%
$47.32 - $52.19 $4.68K - $5.17K
5.08K $252K
PG
Procter & Gamble CO

Consumer Defensive
-24
- 0.38%
$158.56 - $176.26 $3.81K - $4.23K
6.27K $1.07M
CSCO
Cisco Systems, Inc.

Technology
-86
- 0.77%
$58.74 - $64.87 $5.05K - $5.58K
11.1K $683K
CRWD
Crowd Strike Holdings, Inc.

Technology
-3
- 0.13%
$308.86 - $455.36 $927 - $1.37K
2.37K $835K
LLY
Eli Lilly & CO

Healthcare
-76
- 3.76%
$725.72 - $929.72 $55.2K - $70.7K
1.95K $1.61M
JPM
Jpmorgan Chase & CO

Financial Services
-20
- 0.17%
$225.19 - $279.95 $4.5K - $5.6K
11.9K $2.91M
V
Visa Inc.

Financial Services
-165
- 4.6%
$306.92 - $362.71 $50.6K - $59.8K
3.42K $1.2M
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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