Fortress Wealth Group, LLC Portfolio Holdings

Fortress Wealth Group, LLC

  • $191 Million
  • Q3 2024

Fortress Wealth Group, LLC has filed its 13F form on November 08, 2024 for Q3 2024 where it was disclosed a total value porftolio of $191 Million distributed in 101 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Value ETF with a value of $25.8M, Vanguard Growth ETF with a value of $24M, Invesco Qqq Trust, Series 1 with a value of $16.8M, J P Morgan ETF Tr Nasdaq Equit with a value of $8.72M, and Spdr S&P 500 ETF Trust with a value of $7.85M.

Examining the 13F form we can see an decrease of $2.85M in the current position value, from $194M to 191M.

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 $191 Million
ETFs: $134 Million
Technology: $20.5 Million
Financial Services: $7.62 Million
Industrials: $6.68 Million
Consumer Cyclical: $5.47 Million
Healthcare: $5.28 Million
Consumer Defensive: $3.34 Million
Communication Services: $3.13 Million
Other: $4.95 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
-
$0 0.0% of portfolio
-
Q3 2024 Added 4.63%

Summary

  • Portfolio
  • No. of Stocks 101
  • Current Value $191 Million
  • Prior Value $194 Million
  • Filing
  • Period Q3 2024
  • Filing Date November 08, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 3 stocks
  • Additional Purchases 36 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 43 stocks
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