Fortress Wealth Group, LLC Portfolio Holdings

Fortress Wealth Group, LLC

  • $194 Million
  • Q1 2025

Fortress Wealth Group, LLC has filed its 13F form on May 02, 2025 for Q1 2025 where it was disclosed a total value porftolio of $194 Million distributed in 106 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Value ETF with a value of $30M, Vanguard Growth ETF with a value of $27.8M, Invesco Qqq Trust, Series 1 with a value of $15.9M, J P Morgan ETF Tr Nasdaq Equit with a value of $8.12M, and Spdr S&P 500 ETF Trust with a value of $7.56M.

Examining the 13F form we can see an decrease of $8.68M in the current position value, from $203M to 194M.

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 $194 Million
ETFs: $134 Million
Technology: $19.7 Million
Financial Services: $9.68 Million
Industrials: $6.36 Million
Consumer Cyclical: $6.05 Million
Healthcare: $5.22 Million
Communication Services: $3.57 Million
Consumer Defensive: $2.99 Million
Other: $6.01 Million

Stock Holdings Table Market Cap. of Under $50 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 106
  • Current Value $194 Million
  • Prior Value $203 Million
  • Filing
  • Period Q1 2025
  • Filing Date May 02, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 13 stocks
  • Additional Purchases 46 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 36 stocks
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