Fortress Wealth Group, LLC Sells in Q2 2025

Fortress Wealth Group, LLC

  • $203 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
-116K
- 74.25%
$45.88 - $54.4 $5.34M - $6.33M
40.4K $2.2M
VUG
Vanguard Growth ETF

ETFs
-14.5K
- 19.4%
$329.49 - $438.4 $4.79M - $6.38M
60.4K $26.5M
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
-10.1K
- 52.19%
$45.07 - $52.57 $453K - $529K
9.21K $450K
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
-7.71K
- 7.38%
$47.46 - $55.3 $366K - $426K
96.8K $5.33M
PG
Procter & Gamble CO

Consumer Defensive
-1.56K
- 24.92%
$157.66 - $172.39 $246K - $269K
4.71K $749K
CVX
Chevron Corp

Energy
-1.54K
- 41.03%
$133.73 - $168.51 $206K - $259K
2.21K $316K
TFLO
Ishares Treasury Floating Rate

ETFs
-3.9K
- 3.63%
$50.47 - $50.66 $197K - $198K
104K $5.25M
PEP
Pepsico Inc

Consumer Defensive
-129
- 6.48%
$128.02 - $151.37 $16.5K - $19.5K
1.86K $245K
HD
Home Depot, Inc.

Consumer Cyclical
-122
- 3.7%
$335.24 - $380.78 $40.9K - $46.5K
3.18K $1.16M
JEPI
J P Morgan Exchange Traded Fd

ETFs
-406
- 2.07%
$51.14 - $57.0 $20.8K - $23.1K
19.2K $1.09M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-246
- 2.61%
$96.84 - $99.46 $23.8K - $24.5K
9.16K $909K
JCPB
J P Morgan Exchange Traded Fd

ETFs
-64
- 0.27%
$45.9 - $47.2 $2.94K - $3.02K
23.4K $1.1M
JPIE
J P Morgan Exchange Traded Fd
-65
- 0.62%
$45.12 - $46.32 $2.93K - $3.01K
10.4K $483K
TLTW
Ishares Tr 20+ Yr Treas Bd Buy
-265K
- 77.16%
N/A
78.3K $0
HYG
Ishares Tr

ETFs
-183
- 2.18%
$75.75 - $80.65 $13.9K - $14.8K
8.22K $663K
MA
Mastercard Inc

Financial Services
-12
- 1.45%
$479.92 - $590.74 $5.76K - $7.09K
818 $459K
XLF
Financial Sector Spdr

ETFs
-30
- 0.59%
$43.92 - $52.37 $1.32K - $1.57K
5.05K $264K
V
Visa Inc.

Financial Services
-4
- 0.12%
$308.27 - $373.31 $1.23K - $1.49K
3.42K $1.21M
FNX
First Tr Mid Cap Core Alphadex

ETFs
-1.67K
- 4.18%
$94.92 - $114.85 $159K - $192K
38.2K $4.39M
COIN
Coinbase Global, Inc.

Technology
-25
- 2.3%
$151.47 - $375.07 $3.79K - $9.38K
1.06K $371K
GBTC
Grayscale Bitcoin Trust (Btc)

ETFs
-578
- 4.02%
$60.61 - $87.72 $35K - $50.7K
13.8K $1.17M
TSLA
Tesla, Inc.

Consumer Cyclical
-20
- 0.44%
$221.86 - $362.89 $4.44K - $7.26K
4.5K $1.43M
CRWD
Crowd Strike Holdings, Inc.

Technology
-33
- 1.39%
$321.63 - $509.31 $10.6K - $16.8K
2.34K $1.19M
SPY
Spdr S&P 500 ETF Trust

ETFs
-547
- 4.05%
$496.48 - $617.85 $272K - $338K
13K $8.01M
VTV
Vanguard Value ETF

ETFs
-1.27K
- 0.73%
$153.67 - $176.74 $195K - $224K
172K $30.4M
QQQ
Invesco Qqq Trust, Series 1

ETFs
-537
- 1.58%
$416.06 - $551.64 $223K - $296K
33.5K $18.5M
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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