Fortress Wealth Group, LLC Sells in Q4 2024

Fortress Wealth Group, LLC

  • $203 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
VTV
Vanguard Value ETF

ETFs
-1.24K
- 0.84%
$168.32 - $181.87 $209K - $225K
147K $24.8M
DBMF
Litman Gregory Fds Tr Imgp Dbi

ETFs
-13K
- 5.06%
$26.01 - $28.19 $337K - $365K
243K $6.36M
TFLO
Ishares Treasury Floating Rate

ETFs
-11.4K
- 14.71%
$50.37 - $50.63 $574K - $577K
66.1K $3.34M
JEPI
J P Morgan Exchange Traded Fd

ETFs
-4.78K
- 21.21%
$57.53 - $60.83 $275K - $291K
17.8K $1.02M
MRK
Merck & Co., Inc.

Healthcare
-1.52K
- 33.67%
$96.31 - $114.76 $146K - $174K
2.99K $297K
PEP
Pepsico Inc

Consumer Defensive
-879
- 20.98%
$151.29 - $176.1 $133K - $155K
3.31K $503K
FVD
First Tr Value Line Divid Inde

ETFs
-1.86K
- 3.96%
$43.4 - $46.7 $80.6K - $86.7K
45K $1.96M
JNJ
Johnson & Johnson

Healthcare
-100
- 1.25%
$143.34 - $165.86 $14.3K - $16.6K
7.91K $1.14M
FLRT
Pacer Fds Tr Pacific Asset Flt

ETFs
-1.44K
- 7.28%
$47.5 - $47.86 $68.2K - $68.7K
18.3K $869K
HD
Home Depot, Inc.

Consumer Cyclical
-29
- 0.87%
$385.02 - $431.37 $11.2K - $12.5K
3.31K $1.29M
ON
On Semiconductor Corp

Technology
-194
- 3.92%
$63.05 - $74.7 $12.2K - $14.5K
4.75K $299K
CVX
Chevron Corp

Energy
-314
- 5.75%
$141.15 - $162.53 $44.3K - $51K
5.15K $745K
UNP
Union Pacific Corp

Industrials
-59
- 2.98%
$223.15 - $249.32 $13.2K - $14.7K
1.92K $438K
JPIE
J P Morgan Exchange Traded Fd
-151
- 1.46%
$45.59 - $46.25 $6.88K - $6.98K
10.2K $466K
TYL
Tyler Technologies Inc

Technology
-2
- 0.22%
$576.64 - $635.69 $1.15K - $1.27K
908 $523K
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
-31
- 0.93%
$417.69 - $450.94 $12.9K - $14K
3.31K $1.41M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-1
- 0.03%
$126.68 - $134.74 $127 - $135
3.2K $408K
RDVY
First Trust Rising Dividend Ac

ETFs
-1
- 0.01%
$58.65 - $64.37 $58.7 - $64.4
6.72K $397K
IWV
Ishares Russell 3000 ETF

ETFs
-1
- 0.05%
$323.08 - $349.08 $323 - $349
2.16K $721K
GOOGL
Alphabet Inc.

Communication Services
-22
- 1.18%
$161.86 - $196.66 $3.56K - $4.33K
1.85K $349K
KKR
Kkr & Co. Inc.

Financial Services
-118
- 2.32%
$129.87 - $162.87 $15.3K - $19.2K
4.98K $736K
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
-2.6K
- 1.64%
$53.94 - $58.15 $140K - $151K
156K $8.8M
SPY
Spdr S&P 500 ETF Trust

ETFs
-116
- 0.85%
$567.81 - $607.81 $65.9K - $70.5K
13.6K $7.95M
NOW
Service Now, Inc.

Technology
-10
- 1.4%
$867.18 - $1148.42 $8.67K - $11.5K
703 $745K
VUG
Vanguard Growth ETF

ETFs
-1.1K
- 1.75%
$378.79 - $428.11 $415K - $469K
61.4K $25.2M
Activity Summary
Buys All Purchases 62 New Holdings 8 Increased Positions 54 Sells All Sells 26 Reductions 26 Sold out 0 Options Calls 0 Puts 0
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