Fortress Financial Solutions, LLC Portfolio Holdings by Sector
Fortress Financial Solutions, LLC
- $91.8 Billion
- Q3 2025
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
ETFs | ETFs
QQQ VCIT IVV PFF IJH ITOT VCSH IJR 26 stocks |
$64.6 Million
71.77% of portfolio
|
  19  
|
  7  
|
  2  
|
- |
0
Calls
0
Puts
|
|
Semiconductors | Technology
NVDA TSM AVGO MPWR 4 stocks |
$5.64 Million
6.26% of portfolio
|
  3  
|
  1  
|
- | - |
0
Calls
0
Puts
|
|
Consumer Electronics | Technology
AAPL 1 stocks |
$4.49 Million
4.99% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
|
Software—Infrastructure | Technology
MSFT PLTR CRWD 3 stocks |
$2.75 Million
3.05% of portfolio
|
  3  
|
- |
  2  
|
- |
0
Calls
0
Puts
|
|
Internet Retail | Consumer Cyclical
AMZN 1 stocks |
$1.34 Million
1.49% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
|
Electronic Components | Technology
APH GLW 2 stocks |
$1.3 Million
1.45% of portfolio
|
  1  
|
  1  
|
- | - |
0
Calls
0
Puts
|
|
Auto Manufacturers | Consumer Cyclical
TSLA 1 stocks |
$1.24 Million
1.38% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
|
Engineering & Construction | Industrials
FIX 1 stocks |
$1.08 Million
1.2% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
|
Discount Stores | Consumer Defensive
COST 1 stocks |
$1.02 Million
1.14% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
|
Telecom Services | Communication Services
T 1 stocks |
$764,006
0.85% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
|
Asset Management | Financial Services
APO CG 2 stocks |
$735,272
0.82% of portfolio
|
  1  
|
  1  
|
  1  
|
- |
0
Calls
0
Puts
|
|
Drug Manufacturers—General | Healthcare
AMGN JNJ 2 stocks |
$716,639
0.8% of portfolio
|
  2  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
|
Internet Content & Information | Communication Services
GOOGL 1 stocks |
$593,346
0.66% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
|
Utilities—Regulated Electric | Utilities
AEP 1 stocks |
$560,260
0.62% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
|
Banks—Diversified | Financial Services
JPM 1 stocks |
$532,771
0.59% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
|
Aerospace & Defense | Industrials
HEI 1 stocks |
$529,794
0.59% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
|
Metal Fabrication | Industrials
MLI 1 stocks |
$521,626
0.58% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
|
Healthcare Plans | Healthcare
UNH 1 stocks |
$392,625
0.44% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
|
Medical Devices | Healthcare
SYK 1 stocks |
$377,073
0.42% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
|
Scientific & Technical Instruments | Technology
BMI 1 stocks |
$362,375
0.4% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
|
Biotechnology | Healthcare
NVO 1 stocks |
$310,744
0.35% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
|
REIT—Mortgage | Real Estate
LOAN 1 stocks |
$152,430
0.17% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|