Fortress Wealth Group, LLC

13F Filings History

Latest 13F report
Q3 2024 - Nov 8, 2024
Value $
$201M
Signature - Title
John Ledford - Chief Compliance Officer
Location
Winter Park, FL
Summary
This page shows a list of all the recent 13F filings made by Fortress Wealth Group, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Fortress Wealth Group, LLC reported 101 stock holdings with total value $201M as of Q3 2024. Top holdings included VTV, VUG, QQQ, JEPQ, and TLTW.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q3 2024 101 $201M +$11.4M -$16.2M -$4.76M VTV, VUG, QQQ, JEPQ, TLTW 13F-HR 11/8/2024, 09:07 AM
Q2 2024 105 $197M +$14.3M -$5.72M +$8.6M VUG, VTV, QQQ, COWZ, TLTW 13F-HR 7/31/2024, 04:48 PM
Q1 2024 108 $187M +$11.9M -$5.77M +$6.16M VTV, VUG, QQQ, COWZ, JEPQ 13F-HR 5/13/2024, 09:50 AM
Q4 2023 100 $168M +$35.1M -$31.2M +$4M VTV, VUG, QQQ, COWZ, TLTW 13F-HR 1/12/2024, 11:40 AM
Q3 2023 95 $150M +$15.4M -$15.1M +$335K VTV, QQQ, SHV, VUG, COWZ 13F-HR 10/12/2023, 09:33 AM
Q2 2023 98 $158M +$9.95M -$2.33M +$7.62M VTV, ACWX, QQQ, VUG, COWZ 13F-HR 8/10/2023, 09:11 AM
Q1 2023 85 $138M +$41.2M -$54M -$12.8M VTV, ACWX, QQQ, VUG, JEPI 13F-HR 5/12/2023, 02:48 PM
Q4 2022 82 $143M +$23.9M -$22.5M +$1.46M FVD, QQQ, RDVY, VUG, TFLO 13F-HR 2/7/2023, 10:27 AM
Q3 2022 86 $133M +$44.6M -$20.8M +$23.8M QQQ, VUG, FVD, RDVY, FTGC 13F-HR 11/14/2022, 09:08 AM
Q2 2022 85 $116M +$27.7M -$20M +$7.64M FVD, RDVY, QQQ, VUG, VYM 13F-HR 8/15/2022, 02:27 PM
Q1 2022 92 $129M +$10.3M -$15.5M -$5.23M QQQ, RDVY, FVD, VUG, SPY 13F-HR 5/16/2022, 12:52 PM
Q4 2021 94 $131M +$16.2M -$3.85M +$12.3M QQQ, RDVY, VUG, FVD, IJH 13F-HR 2/11/2022, 04:06 PM
Q3 2021 85 $116M +$8.87M -$2.88M +$5.99M QQQ, VUG, RDVY, FVD, IJH 13F-HR 11/4/2021, 08:16 AM
Q2 2021 87 $112M $0 $0 QQQ, VUG, RDVY, FVD, IJH 13F-HR 8/13/2021, 03:20 PM