Fortress Wealth Management, Inc. Reduced Holdings in Q3 2024

Fortress Wealth Management, Inc.

  • $180 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
IEFA
Ishares Tr

ETFs
-50K
- 69.53%
$70.09 - $78.74 $3.5M - $3.93M
21.9K $1.71M
AVEM
American Centy ETF Tr Avantis

ETFs
-49.4K
- 61.93%
$57.2 - $65.59 $2.82M - $3.24M
30.3K $1.96M
XCEM
Columbia ETF Tr Ii

ETFs
-90.1K
- 68.96%
$30.17 - $33.79 $2.72M - $3.04M
40.5K $1.32M
HYEM
Vaneck ETF Tr Emerging Markets

ETFs
-132K
- 67.86%
$19.08 - $19.89 $2.52M - $2.63M
62.6K $1.25M
BBRE
Jp Morgan ETF Tr Betabuilders

ETFs
-27.9K
- 75.29%
$86.85 - $102.45 $2.43M - $2.86M
9.17K $924K
USFR
Wisdomtree Floating Rate Treas

ETFs
-45.4K
- 25.91%
$50.2 - $50.48 $2.28M - $2.29M
130K $6.52M
YLD
Principal Exchange Traded Fds

ETFs
-101K
- 70.93%
$18.89 - $19.62 $1.91M - $1.98M
41.5K $809K
QDPL
Pacer Fds Tr Metaurus Us Large
-27.3K
- 21.33%
$34.97 - $38.41 $955K - $1.05M
101K $3.82M
FPI
Farmland Partners Inc.

Real Estate
-37.7K
- 76.97%
$9.93 - $11.75 $374K - $443K
11.3K $117K
MSFT
Microsoft Corp

Technology
-373
- 41.72%
$395.15 - $467.56 $147K - $174K
521 $224K
XOM
Exxon Mobil Corp

Energy
-324
- 8.71%
$109.72 - $119.0 $35.5K - $38.6K
3.4K $397K
JEPI
J P Morgan Exchange Traded Fd

ETFs
-973
- 8.32%
$54.98 - $59.51 $53.5K - $57.9K
10.7K $638K
MRK
Merck & Co., Inc.

Healthcare
-22
- 1.17%
$111.15 - $128.97 $2.45K - $2.84K
1.86K $211K
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
-1K
- 8.18%
$38.51 - $41.69 $38.6K - $41.8K
11.3K $469K
IGHG
Proshares Investment Grade Int

ETFs
-156
- 2.15%
$74.38 - $77.39 $11.6K - $12.1K
7.1K $546K
VTI
Vanguard Total Stock Market Et

ETFs
-513
- 5.53%
$255.18 - $283.2 $131K - $145K
8.76K $2.48M
DBND
Doubleline ETF Tr Opportunisti

ETFs
-312
- 3.86%
$44.93 - $47.6 $14K - $14.9K
7.76K $367K
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
-113
- 0.26%
$50.25 - $50.74 $5.68K - $5.73K
42.8K $2.17M
MTUM
Ishares Msci Usa Momentum Fact

ETFs
-211
- 3.43%
$175.46 - $203.3 $37K - $42.9K
5.94K $1.21M
JPM
Jpmorgan Chase & CO

Financial Services
-15
- 1.13%
$194.9 - $224.8 $2.92K - $3.37K
1.32K $277K
V
Visa Inc.

Financial Services
-16
- 1.41%
$253.74 - $291.56 $4.06K - $4.66K
1.12K $307K
AMGN
Amgen Inc

Healthcare
-10
- 0.76%
$309.38 - $337.38 $3.09K - $3.37K
1.31K $422K
FNDF
Schwab Fundamental Intl Large

ETFs
-432
- 3.8%
$33.67 - $37.71 $14.5K - $16.3K
10.9K $408K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-333
- 4.28%
$41.9 - $48.26 $14K - $16.1K
7.45K $356K
SCHH
Schwab Strategic U.S. Reit ETF

ETFs
-411
- 3.64%
$19.78 - $23.53 $8.13K - $9.67K
10.9K $252K
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
-202
- 1.89%
$58.03 - $65.37 $11.7K - $13.2K
10.5K $678K
XSVM
Invesco S&P Smallcap Value Wit

ETFs
-1.09K
- 3.03%
$51.3 - $59.04 $55.8K - $64.2K
34.8K $1.91M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
-841
- 2.9%
$36.98 - $41.55 $31.1K - $34.9K
28.1K $1.16M
SCHC
Schwab Strategic Tr Intl Small

ETFs
-687
- 2.7%
$34.48 - $38.87 $23.7K - $26.7K
24.8K $955K
RQI
Cohen & Steers Quality Income Realty Fund Inc

Financial Services
-20.5K
- 14.58%
$11.57 - $14.32 $237K - $294K
120K $1.71M
TSLA
Tesla, Inc.

Consumer Cyclical
-20
- 1.45%
$191.76 - $263.26 $3.84K - $5.27K
1.36K $356K
EFV
Msci Eafe Value ETF

ETFs
-516
- 1.93%
$51.72 - $57.96 $26.7K - $29.9K
26.2K $1.5M
ICF
Ishares Tr

ETFs
-641
- 3.7%
$56.77 - $67.33 $36.4K - $43.2K
16.7K $1.1M
SCHV
Schwab Strategic Tr Us Large C

ETFs
-135
- 0.43%
$73.43 - $80.37 $9.91K - $10.8K
31.1K $2.5M
META
Meta Platforms, Inc.

Communication Services
-98
- 2.7%
$453.41 - $572.44 $44.4K - $56.1K
3.53K $2.02M
AAPL
Apple Inc.

Technology
-400
- 3.06%
$207.23 - $234.82 $82.9K - $93.9K
12.7K $2.95M
HTLF
Heartland Financial Usa Inc

Financial Services
-8
- 0.03%
$43.37 - $58.97 $347 - $472
23.2K $1.32M
SPGI
S&P Global Inc.

Financial Services
-16
- 0.23%
$446.32 - $527.38 $7.14K - $8.44K
6.96K $3.59M
Activity Summary
Buys All Purchases 25 New Holdings 4 Increased Positions 21 Sells All Sells 39 Reductions 39 Sold out 0 Options Calls 0 Puts 0
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