Fortress Wealth Group, LLC has filed its 13F form on May 13, 2024 for Q1 2024 where it was disclosed a total value porftolio of $179 Million distributed in 108 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Vanguard Value ETF with a value of $21.3M, Vanguard Growth ETF with a value of $20.7M, Invesco Qqq Trust, Series 1 with a value of $15.6M, Pacer Fds Tr Us Cash Cows 100 with a value of $11.8M, and J P Morgan ETF Tr Nasdaq Equit with a value of $8.19M.
Examining the 13F form we can see an increase of $19.5M in the current position value, from $160M to 179M.
Fortress Wealth Group, LLC is based out at Orlando, FL
Below you can find more details about Fortress Wealth Group, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$179 Million
ETFs: $128 Million
Technology: $17.5 Million
Financial Services: $6.88 Million
Industrials: $6.14 Million
Consumer Cyclical: $4.96 Million
Healthcare: $4.93 Million
Consumer Defensive: $3.24 Million
Energy: $2.84 Million
Other: $4.37 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions