Fortress Wealth Group, LLC has filed its 13F form on February 07, 2025 for Q4 2024 where it was disclosed a total value porftolio of $203 Million distributed in 102 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Vanguard Growth ETF with a value of $25.2M, Vanguard Value ETF with a value of $24.8M, Invesco Qqq Trust, Series 1 with a value of $17.9M, J P Morgan ETF Tr Nasdaq Equit with a value of $8.8M, and Spdr S&P 500 ETF Trust with a value of $7.95M.
Examining the 13F form we can see an increase of $11.9M in the current position value, from $191M to 203M.
Fortress Wealth Group, LLC is based out at Orlando, FL
Below you can find more details about Fortress Wealth Group, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$203 Million
ETFs: $142 Million
Technology: $21.7 Million
Financial Services: $8.66 Million
Consumer Cyclical: $6.83 Million
Industrials: $6.46 Million
Healthcare: $4.52 Million
Communication Services: $3.54 Million
Consumer Defensive: $3.1 Million
Other: $5.49 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
