Fortress Wealth Group, LLC Purchases in Q4 2024

Fortress Wealth Group, LLC

  • $203 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
LGOV
First Tr ETF Iv Long Duration

ETFs
374K
New
$20.75 - $22.49 $7.76M - $8.41M
374K $7.79M
QQQ
Invesco Qqq Trust, Series 1

ETFs
642
+ 1.87%
$481.22 - $538.17 $309K - $346K
35K $17.9M
TSLA
Tesla, Inc.

Consumer Cyclical
1.4K
+ 52.18%
$213.65 - $479.86 $299K - $671K
4.08K $1.65M
GBTC
Grayscale Bitcoin Trust (Btc)

ETFs
7.66K
+ 83.49%
$47.29 - $84.74 $362K - $649K
16.8K $1.26M
NVDA
Nvidia Corp

Technology
2.57K
+ 7.51%
$117.0 - $148.88 $300K - $382K
36.7K $4.93M
PLTR
Palantir Technologies Inc.

Technology
7.74K
New
$36.46 - $82.38 $282K - $638K
7.74K $585K
AMZN
Amazon Com Inc

Consumer Cyclical
430
+ 3.2%
$180.88 - $232.93 $77.8K - $100K
13.9K $3.04M
APA
Apa Corp

Energy
20.8K
New
$20.47 - $27.07 $426K - $564K
20.8K $481K
JPM
Jpmorgan Chase & CO

Financial Services
635
+ 5.64%
$205.18 - $250.29 $130K - $159K
11.9K $2.85M
AAPL
Apple Inc.

Technology
501
+ 2.69%
$221.69 - $259.02 $111K - $130K
19.1K $4.79M
TQQQ
Proshares Ultrapro Qqq

ETFs
3.65K
+ 45.13%
$69.42 - $93.29 $253K - $341K
11.7K $928K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
1.27K
+ 40.99%
$172.07 - $207.36 $219K - $264K
4.38K $864K
AVGO
Broadcom Inc.

Technology
40
+ 0.85%
$159.67 - $250.0 $6.39K - $10K
4.76K $1.1M
RTX
Raytheon Technologies Corp

Industrials
2.58K
+ 104.03%
$114.45 - $127.21 $295K - $328K
5.06K $585K
COIN
Coinbase Global, Inc.

Technology
1.1K
New
$163.17 - $343.62 $179K - $376K
1.1K $271K
V
Visa Inc.

Financial Services
420
+ 13.26%
$273.87 - $320.91 $115K - $135K
3.59K $1.13M
MOAT
Vaneck Morningstar Wide Moat E

ETFs
2.95K
+ 3.79%
N/A
81K $6.95M
FTNT
Fortinet, Inc.

Technology
2.26K
New
$76.49 - $99.21 $173K - $224K
2.26K $213K
GOOG
Alphabet Inc.

Communication Services
100
+ 1.34%
$163.08 - $198.16 $16.3K - $19.8K
7.57K $1.44M
META
Meta Platforms, Inc.

Communication Services
222
+ 8.08%
$554.08 - $632.68 $123K - $140K
2.97K $1.75M
RGTI
Rigetti Computing, Inc.

Technology
11.5K
New
$0.74 - $17.08 $8.51K - $196K
11.5K $176K
CRWD
Crowd Strike Holdings, Inc.

Technology
20
+ 0.85%
$275.15 - $388.2 $5.5K - $7.76K
2.37K $811K
CSCO
Cisco Systems, Inc.

Technology
1.5K
+ 15.5%
$52.45 - $60.02 $78.6K - $89.9K
11.2K $660K
ACN
Accenture PLC

Technology
200
+ 12.85%
$343.9 - $376.86 $68.8K - $75.4K
1.76K $618K
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
359
+ 32.49%
$209.89 - $233.24 $75.4K - $83.7K
1.46K $310K
AEP
American Electric Power CO Inc

Utilities
818
+ 38.24%
$90.91 - $102.21 $74.4K - $83.6K
2.96K $272K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
191
+ 3.82%
$442.29 - $483.08 $84.5K - $92.3K
5.2K $2.36M
PANW
Palo Alto Networks Inc

Technology
1.98K
+ 101.02%
$181.96 - $405.9 $360K - $802K
3.93K $715K
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
445
+ 2.65%
$46.48 - $51.32 $20.7K - $22.8K
17.2K $829K
COST
Costco Wholesale Corp

Consumer Defensive
9
+ 2.21%
$873.59 - $994.69 $7.86K - $8.95K
417 $382K
FXO
First Tr Exchange Traded Fd Fi

ETFs
6
+ 0.09%
$50.63 - $59.0 $304 - $354
6.56K $355K
FNX
First Tr Mid Cap Core Alphadex

ETFs
656
+ 1.65%
$114.77 - $127.28 $75.3K - $83.5K
40.5K $4.68M
TFC
Truist Financial Corp

Financial Services
234
+ 4.29%
$41.51 - $48.1 $9.71K - $11.3K
5.69K $247K
CAT
Caterpillar Inc

Industrials
219
+ 8.99%
$360.37 - $416.88 $78.9K - $91.3K
2.66K $963K
ZBH
Zimmer Biomet Holdings, Inc.

Healthcare
124
+ 3.45%
$101.77 - $113.02 $12.6K - $14K
3.72K $392K
Linde PLC
20
+ 1.74%
N/A
1.17K $0
Grayscale Bitcoin Mini Tr Et
6.04K
New
N/A
6.04K $0
FBND
Fidelity Merrimack Str Tr Tota

ETFs
6.35K
+ 4.11%
$44.87 - $46.86 $285K - $298K
161K $7.22M
ROP
Roper Technologies Inc

Industrials
44
+ 5.49%
$519.85 - $575.95 $22.9K - $25.3K
845 $439K
CSGP
Costar Group, Inc.

Real Estate
219
+ 3.53%
$69.7 - $81.97 $15.3K - $18K
6.43K $460K
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
15
+ 0.21%
$77.86 - $79.27 $1.17K - $1.19K
7.05K $549K
CSX
Csx Corp

Industrials
614
+ 4.8%
$31.58 - $36.88 $19.4K - $22.6K
13.4K $432K
HYG
Ishares Tr

ETFs
23
+ 0.38%
$78.09 - $80.04 $1.8K - $1.84K
6.09K $478K
FDL
First Tr Morningstar Dividend

ETFs
3
+ 0.03%
$39.59 - $43.95 $119 - $132
10.6K $426K
DUK
Duke Energy Corp

Utilities
6
+ 0.22%
$105.76 - $120.76 $635 - $725
2.7K $291K
PG
Procter & Gamble CO

Consumer Defensive
56
+ 0.9%
$161.05 - $179.7 $9.02K - $10.1K
6.29K $1.06M
ECL
Ecolab Inc.

Basic Materials
60
+ 3.13%
$234.32 - $261.43 $14.1K - $15.7K
1.98K $462K
GE
General Electric CO

Industrials
46
+ 2.88%
$159.95 - $194.23 $7.36K - $8.93K
1.64K $273K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
28
+ 0.4%
$96.64 - $101.23 $2.71K - $2.83K
7.05K $683K
Activity Summary
Buys All Purchases 62 New Holdings 8 Increased Positions 54 Sells All Sells 26 Reductions 26 Sold out 0 Options Calls 0 Puts 0
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