Fortress Wealth Management, Inc. Incresed Positions in Q4 2024

Fortress Wealth Management, Inc.

  • $177 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
AVLV
American Centy ETF Tr Avantis
25.4K
+ 6.59%
$65.51 - $71.22 $1.66M - $1.81M
410K $27.4M
DUHP
Dimensional ETF Tr Dimensional

ETFs
54.4K
+ 9.46%
$33.62 - $35.69 $1.83M - $1.94M
629K $21.3M
JPIE
J P Morgan Exchange Traded Fd
29.3K
+ 11.73%
$45.59 - $46.25 $1.33M - $1.35M
279K $12.7M
DEHP
Dimensional ETF Tr Emerging Mk

ETFs
27.5K
+ 21.39%
$24.74 - $27.68 $681K - $762K
156K $3.87M
USFR
Wisdomtree Floating Rate Treas

ETFs
7.24K
+ 5.57%
$50.23 - $50.46 $364K - $365K
137K $6.9M
CEFS
Exchange Listed Fds Tr Saba Cl

ETFs
30.6K
+ 8.97%
$21.42 - $22.58 $655K - $690K
371K $7.96M
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
10.2K
+ 48.16%
$33.92 - $36.6 $345K - $373K
31.3K $1.08M
TSLA
Tesla, Inc.

Consumer Cyclical
401
+ 29.46%
$213.65 - $479.86 $85.7K - $192K
1.76K $711K
AVES
American Centy ETF Tr Avantis

ETFs
15K
+ 23.71%
$46.2 - $53.09 $695K - $799K
78.5K $3.63M
DIHP
Dimensional ETF Tr Dimensional

ETFs
43K
+ 11.97%
$25.15 - $27.57 $1.08M - $1.18M
402K $10.1M
V
Visa Inc.

Financial Services
1
+ 0.09%
$273.87 - $320.91 $274 - $321
1.12K $354K
SPY
Spdr S&P 500 ETF Trust

ETFs
4
+ 0.24%
$567.81 - $607.81 $2.27K - $2.43K
1.65K $967K
SRE
Sempra Energy

Utilities
8
+ 0.29%
$80.81 - $94.77 $646 - $758
2.76K $242K
SCHX
Schwab Strategic Tr Us Large C

ETFs
6.44K
+ 200.0%
$22.4 - $68.28 $144K - $440K
9.67K $224K
DFAT
Dimensional ETF Tr U S Target

ETFs
47
+ 0.13%
$54.54 - $61.04 $2.56K - $2.87K
36.2K $2.01M
BSMR
Invesco Bulletshares 2027 Muni

ETFs
362
+ 0.71%
$23.55 - $23.9 $8.53K - $8.65K
51.6K $1.22M
SPYI
Shp ETF Tr Neos S&P 500 High I
2.06K
+ 7.85%
N/A
28.4K $0
Goldman Sachs ETF Tr
2.16K
+ 9.82%
N/A
24.2K $0
Pimco ETF Tr
85.3K
+ 17.2%
N/A
581K $0
Entrepreneurshares Series Tr
53.1K
+ 19.69%
N/A
323K $0
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
17
+ 0.15%
$40.38 - $44.35 $686 - $754
11.3K $461K
DFAE
Dimensional ETF Tr

ETFs
863
+ 5.17%
$25.36 - $28.15 $21.9K - $24.3K
17.6K $445K
JEPI
J P Morgan Exchange Traded Fd

ETFs
143
+ 1.33%
$57.53 - $60.83 $8.23K - $8.7K
10.9K $625K
SCHH
Schwab Strategic U.S. Reit ETF

ETFs
205
+ 1.88%
$20.55 - $23.26 $4.21K - $4.77K
11.1K $233K
AVDV
American Centy ETF Tr Avantis

ETFs
4.72K
+ 7.61%
$63.85 - $70.4 $301K - $332K
66.7K $4.34M
FNDF
Schwab Fundamental Intl Large

ETFs
19
+ 0.17%
$32.92 - $37.15 $625 - $706
11K $363K
AMGN
Amgen Inc

Healthcare
1
+ 0.08%
$258.78 - $328.31 $259 - $328
1.31K $341K
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
28.3K
+ 100.39%
$18.41 - $40.87 $520K - $1.15M
56.4K $1.04M
SCHV
Schwab Strategic Tr Us Large C

ETFs
59.2K
+ 190.25%
$25.79 - $80.4 $1.53M - $4.76M
90.3K $2.35M
DFIV
Dimensional ETF Tr

ETFs
19.5K
+ 5.74%
$34.86 - $37.97 $681K - $742K
360K $12.8M
Activity Summary
Buys All Purchases 37 New Holdings 6 Increased Positions 31 Sells All Sells 23 Reductions 23 Sold out 0 Options Calls 0 Puts 0
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