Fortress Wealth Management, Inc. Reduced Holdings in Q4 2024

Fortress Wealth Management, Inc.

  • $177 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
RLY
Ssga Active ETF Tr

ETFs
-238K
- 96.74%
$26.85 - $29.18 $6.38M - $6.93M
8.02K $216K
CGCP
Capital Group Core Plus Income

ETFs
-225K
- 46.88%
$22.13 - $23.17 $4.98M - $5.22M
255K $5.66M
IEFA
Ishares Tr

ETFs
-6.13K
- 28.0%
$70.06 - $77.43 $430K - $475K
15.8K $1.11M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
-11.1K
- 25.87%
$50.37 - $50.6 $558K - $561K
31.8K $1.6M
XCEM
Columbia ETF Tr Ii

ETFs
-13.1K
- 32.39%
$29.6 - $32.67 $389K - $429K
27.4K $811K
AVEM
American Centy ETF Tr Avantis

ETFs
-5.12K
- 16.88%
$58.59 - $66.14 $300K - $339K
25.2K $1.48M
BBRE
Jp Morgan ETF Tr Betabuilders

ETFs
-4.22K
- 45.99%
$92.26 - $103.02 $389K - $434K
4.95K $463K
HYEM
Vaneck ETF Tr Emerging Markets

ETFs
-17K
- 27.1%
$19.42 - $19.79 $330K - $336K
45.7K $889K
YLD
Principal Exchange Traded Fds

ETFs
-16.2K
- 39.0%
$19.17 - $19.61 $310K - $317K
25.3K $484K
RQI
Cohen & Steers Quality Income Realty Fund Inc

Financial Services
-7.21K
- 6.0%
$11.91 - $14.14 $85.9K - $102K
113K $1.38M
SCHC
Schwab Strategic Tr Intl Small

ETFs
-1.63K
- 6.58%
$33.93 - $38.37 $55.3K - $62.6K
23.2K $795K
SPGI
S&P Global Inc.

Financial Services
-9
- 0.13%
$480.36 - $529.17 $4.32K - $4.76K
6.95K $3.46M
ICF
Ishares Tr

ETFs
-455
- 2.73%
$58.8 - $66.61 $26.8K - $30.3K
16.2K $978K
XSVM
Invesco S&P Smallcap Value Wit

ETFs
-1.71K
- 4.91%
$53.38 - $60.64 $91.1K - $104K
33.1K $1.8M
MTUM
Ishares Msci Usa Momentum Fact

ETFs
-447
- 7.52%
$201.32 - $217.44 $90K - $97.2K
5.5K $1.14M
XOM
Exxon Mobil Corp

Energy
-40
- 1.18%
$105.51 - $125.37 $4.22K - $5.01K
3.36K $360K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-77
- 1.03%
$44.04 - $49.49 $3.39K - $3.81K
7.37K $324K
IGHG
Proshares Investment Grade Int

ETFs
-454
- 6.39%
$76.8 - $78.32 $34.9K - $35.6K
6.65K $519K
NEAR
Blackrock Short Maturity Bond

ETFs
-269
- 4.24%
$50.28 - $51.08 $13.5K - $13.7K
6.08K $306K
VTI
Vanguard Total Stock Market Et

ETFs
-263
- 3.0%
$280.04 - $302.45 $73.7K - $79.5K
8.5K $2.46M
META
Meta Platforms, Inc.

Communication Services
-72
- 2.04%
$554.08 - $632.68 $39.9K - $45.6K
3.46K $2.04M
AAPL
Apple Inc.

Technology
-121
- 0.96%
$221.69 - $259.02 $26.8K - $31.3K
12.5K $3.14M
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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