Fortress Financial Group, LLC Purchases in Q4 2025

Fortress Financial Group, LLC

  • $135 Billion
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
Fidelity Covington Trust
16.5K
+ 5.82%
N/A
300K $11.4B
IUSV
Ishares Core S&P U.S. Value Et

ETFs
4.04K
+ 2.95%
$98.0 - $102.56 $396K - $414K
141K $14.5B
IJT
Ishares S&P Small Cap 600 Grow

ETFs
4.58K
+ 9.79%
$136.54 - $144.07 $625K - $660K
51.3K $7.25B
IUSG
Ishares Core S&P U.S Growth Et

ETFs
1.27K
+ 1.39%
$161.21 - $171.97 $205K - $218K
92.6K $15.6B
RSP
Invesco S&P 500 Equal Weight E

ETFs
1.81K
+ 3.77%
$185.12 - $192.11 $335K - $348K
49.9K $9.56B
IJS
Ishares S&P Smallcap 600 Value

ETFs
2.15K
+ 3.55%
$105.91 - $113.18 $228K - $244K
62.8K $7.14B
GOOGL
Alphabet Inc.

Communication Services
1.13K
New
$236.57 - $291.31 $266K - $328K
1.13K $353M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
2.24K
+ 6.23%
$114.27 - $121.15 $256K - $272K
38.2K $4.59B
QQQM
Invesco Exchange Traded Fd Tr

ETFs
1.08K
New
$242.67 - $261.79 $263K - $284K
1.08K $274M
AVUV
American Centy ETF Tr Avantis

ETFs
2.49K
New
$95.19 - $100.66 $237K - $251K
2.49K $254M
CSCO
Cisco Systems, Inc.

Technology
2.88K
New
$67.46 - $78.0 $194K - $224K
2.88K $221M
USB
Us Bancorp \De\

Financial Services
3.79K
New
$45.28 - $48.26 $172K - $183K
3.79K $202M
AMGN
Amgen Inc

Healthcare
1
+ 0.03%
$290.13 - $341.71 $290 - $342
2.91K $954M
FBND
Fidelity Merrimack Str Tr Tota

ETFs
2.79K
+ 6.04%
$46.2 - $46.85 $129K - $131K
49K $2.26B
IBM
International Business Machines Corp

Technology
3
+ 0.04%
$275.97 - $314.98 $828 - $945
7.83K $2.32B
QQQ
Invesco Qqq Trust, Series 1

ETFs
8
+ 0.13%
$589.5 - $635.77 $4.72K - $5.09K
6.25K $3.84B
IWD
Ishares Russell 1000 Val ETF

ETFs
43
+ 0.35%
$199.44 - $208.01 $8.58K - $8.94K
12.3K $2.59B
LLY
Eli Lilly & CO

Healthcare
1
+ 0.38%
$799.57 - $1025.28 $800 - $1.03K
267 $287M
SPY
Spdr S&P 500 ETF Trust

ETFs
11
+ 0.23%
$653.02 - $687.39 $7.18K - $7.56K
4.83K $3.29B
OMF
One Main Holdings, Inc.

Financial Services
106
+ 1.75%
$52.15 - $61.38 $5.53K - $6.51K
6.17K $417M
MRK
Merck & Co., Inc.

Healthcare
29
+ 0.91%
$82.49 - $92.93 $2.39K - $2.69K
3.22K $339M
WFC
Wells Fargo & Company

Financial Services
16
+ 0.25%
$77.62 - $87.3 $1.24K - $1.4K
6.33K $589M
DAL
Delta Air Lines, Inc.

Industrials
18
+ 0.43%
$55.65 - $62.32 $1K - $1.12K
4.21K $292M
IVV
Ishares Core S&P 500 ETF

ETFs
1
+ 0.03%
$656.2 - $690.71 $656 - $691
3.11K $2.13B
KEY
Keycorp

Financial Services
173
+ 0.99%
$16.78 - $18.63 $2.9K - $3.22K
17.6K $363M
APO
Apollo Global Management, Inc.

Financial Services
12
+ 0.39%
$118.22 - $133.75 $1.42K - $1.61K
3.13K $452M
XOM
Exxon Mobil Corp

Energy
36
+ 0.86%
$110.64 - $119.78 $3.98K - $4.31K
4.23K $509M
VEA
Vanguard Ftse Developed Market

ETFs
20
+ 0.15%
$59.18 - $62.09 $1.18K - $1.24K
13.5K $842M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
277
+ 1.31%
$63.25 - $66.24 $17.5K - $18.3K
21.4K $1.41B
KO
Coca Cola CO

Consumer Defensive
106
+ 1.5%
$66.1 - $71.61 $7.01K - $7.59K
7.18K $502M
IBP
Installed Building Products, Inc.

Consumer Cyclical
4
+ 0.17%
$235.14 - $271.47 $941 - $1.09K
2.4K $621M
Alerus Finl Corp
43
+ 0.06%
N/A
67.3K $1.52B
PII
Polaris Inc.

Consumer Cyclical
41
+ 0.97%
$56.3 - $71.19 $2.31K - $2.92K
4.28K $271M
BAC
Bank Of America Corp

Financial Services
29
+ 0.45%
$48.65 - $54.11 $1.41K - $1.57K
6.47K $356M
JPM
Jpmorgan Chase & CO

Financial Services
13
+ 0.49%
$294.11 - $320.41 $3.82K - $4.17K
2.67K $861M
TSLA
Tesla, Inc.

Consumer Cyclical
12
+ 0.4%
$401.99 - $468.37 $4.82K - $5.62K
3K $1.35B
GE
General Electric CO

Industrials
3
+ 0.12%
$291.49 - $314.28 $874 - $943
2.45K $754M
HRL
Hormel Foods Corp

Consumer Defensive
2K
+ 6.68%
$21.29 - $24.8 $42.6K - $49.7K
32K $758M
QUAL
Ishares Msci Usa Quality Facto

ETFs
10
+ 0.29%
$191.01 - $199.18 $1.91K - $1.99K
3.43K $682M
F
Ford Motor CO

Consumer Cyclical
126
+ 1.13%
$11.41 - $13.84 $1.44K - $1.74K
11.3K $148M
PNC
Pnc Financial Services Group, Inc.

Financial Services
13
+ 0.91%
$178.37 - $198.46 $2.32K - $2.58K
1.44K $301M
Fidelity Covington Trust
22
+ 0.21%
N/A
10.4K $393M
RF
Regions Financial Corp

Financial Services
124
+ 1.02%
$23.35 - $26.39 $2.9K - $3.27K
12.3K $333M
VUG
Vanguard Growth ETF

ETFs
10
+ 1.14%
$470.44 - $504.26 $4.7K - $5.04K
886 $432M
VTI
Vanguard Total Stock Market Et

ETFs
2
+ 0.13%
$321.8 - $337.95 $644 - $676
1.57K $526M
IWB
Ishares Tr Russell 1000 ETF

ETFs
6
+ 0.56%
$358.39 - $376.54 $2.15K - $2.26K
1.07K $399M
VTV
Vanguard Value ETF

ETFs
3
+ 0.16%
$182.87 - $189.72 $549 - $569
1.89K $361M
JEPI
J P Morgan Exchange Traded Fd

ETFs
108
+ 1.92%
$56.0 - $57.6 $6.05K - $6.22K
5.74K $329M
NVDA
Nvidia Corp

Technology
27
+ 0.35%
$179.83 - $207.04 $4.86K - $5.59K
7.71K $1.44B
Activity Summary
Buys All Purchases 60 New Holdings 5 Increased Positions 55 Sells All Sells 9 Reductions 9 Sold out 0 Options Calls 0 Puts 0
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