Fortress Wealth Management, Inc. Portfolio Holdings by Sector

Fortress Wealth Management, Inc.

$180 Million
Q3 2024

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
ETFs \| ETFs DUHP DFIV CGCP DIHP CEFS RLY USFR AVDV 44 stocks	$119,109 85.58% of portfolio	16	23	2	-	0 Calls 0 Puts
Financial Data & Stock Exchanges \| Financial Services SPGI 1 stocks	$3,593 2.58% of portfolio	-	1	-	-	0 Calls 0 Puts
Consumer Electronics \| Technology AAPL 1 stocks	$2,948 2.12% of portfolio	-	1	-	-	0 Calls 0 Puts
Insurance—Diversified \| Financial Services BRK-A 1 stocks	$2,761 1.98% of portfolio	-	-	-	-	0 Calls 0 Puts
Closed-End Fund - Equity \| ETFs VTI 1 stocks	$2,481 1.78% of portfolio	-	1	-	-	0 Calls 0 Puts
Asset Management \| Financial Services RQI NCA 2 stocks	$2,171 1.56% of portfolio	1	1	-	-	0 Calls 0 Puts
Internet Content & Information \| Communication Services META 1 stocks	$2,020 1.45% of portfolio	-	1	-	-	0 Calls 0 Puts
Banks—Regional \| Financial Services HTLF 1 stocks	$1,316 0.95% of portfolio	-	1	-	-	0 Calls 0 Puts
Drug Manufacturers—General \| Healthcare AMGN MRK 2 stocks	$633 0.45% of portfolio	-	2	-	-	0 Calls 0 Puts
Oil & Gas Integrated \| Energy XOM 1 stocks	$397 0.29% of portfolio	-	1	-	-	0 Calls 0 Puts
Auto Manufacturers \| Consumer Cyclical TSLA 1 stocks	$356 0.26% of portfolio	-	1	-	-	0 Calls 0 Puts
Credit Services \| Financial Services V 1 stocks	$307 0.22% of portfolio	-	1	-	-	0 Calls 0 Puts
Banks—Diversified \| Financial Services JPM 1 stocks	$277 0.2% of portfolio	-	1	-	-	0 Calls 0 Puts
Semiconductors \| Technology NVDA 1 stocks	$243 0.17% of portfolio	-	1	-	-	0 Calls 0 Puts
Utilities—Diversified \| Utilities SRE 1 stocks	$230 0.17% of portfolio	1	-	-	-	0 Calls 0 Puts
Software—Infrastructure \| Technology MSFT 1 stocks	$224 0.16% of portfolio	-	1	-	-	0 Calls 0 Puts
REIT—Specialty \| Real Estate FPI 1 stocks	$117 0.08% of portfolio	-	1	-	-	0 Calls 0 Puts

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