Fortress Wealth Management, Inc. Portfolio Holdings by Sector
Fortress Wealth Management, Inc.
- $164 Million
- Q1 2025
Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
---|---|---|---|---|---|---|
ETFs | ETFs
DUHP DFIV DIHP FTGC CEFS USFR AVES AVDV 47 stocks |
$106,080
86.17% of portfolio
|
  12  
|
  29  
|
  5  
|
- |
0
Calls
0
Puts
|
Financial Data & Stock Exchanges | Financial Services
SPGI 1 stocks |
$3,524
2.86% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Asset Management | Financial Services
RQI 1 stocks |
$3,326
2.7% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Insurance—Diversified | Financial Services
BRK-A 1 stocks |
$3,193
2.59% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Closed-End Fund - Equity | ETFs
VTI 1 stocks |
$2,283
1.85% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Consumer Electronics | Technology
AAPL 1 stocks |
$1,391
1.13% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Banks—Regional | Financial Services
UMBF 1 stocks |
$1,292
1.05% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Auto Manufacturers | Consumer Cyclical
TSLA TSLA 2 stocks |
$417
0.34% of portfolio
|
  1  
|
  1  
|
  1  
|
- |
0
Calls
1
Puts
|
Drug Manufacturers—General | Healthcare
AMGN 1 stocks |
$408
0.33% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Credit Services | Financial Services
V 1 stocks |
$392
0.32% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Oil & Gas Integrated | Energy
XOM 1 stocks |
$387
0.31% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Entertainment | Communication Services
NFLX 1 stocks |
$216
0.18% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Specialty Industrial Machinery | Industrials
GE 1 stocks |
$202
0.16% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|