Fortress Wealth Management, Inc.

13F Filings History

Latest 13F report
Q3 2024 - Oct 18, 2024
Value $
$200M
Signature - Title
Arlie W. Green - President/CCO
Location
Culver City, CA
Summary
This page shows a list of all the recent 13F filings made by Fortress Wealth Management, Inc.. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Fortress Wealth Management, Inc. reported 70 stock holdings with total value $200M as of Q3 2024. Top holdings included AVLV, DUHP, PYLD, DFIV, and JPIE.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q3 2024 70 $200M +$30.9M -$36.3M -$5.44M AVLV, DUHP, PYLD, DFIV, JPIE 13F-HR 10/18/2024, 04:07 PM
Q2 2024 69 $196M +$3.65M -$1.93M +$1.72M AVLV, DUHP, DFIV, SSPY, JPIE 13F-HR 7/16/2024, 01:55 PM
Q1 2024 67 $194M +$11.6M -$10.3M +$1.33M AVLV, DUHP, SSPY, DFIV, JPIE 13F-HR 4/19/2024, 10:30 AM
Q4 2023 64 $183M +$55.3M -$37.3M +$18M AVLV, SSPY, DUHP, DFIV, JPIE 13F-HR 2/12/2024, 12:40 PM
Q3 2023 60 $155M +$5.37M -$1.25M +$4.12M SSPY, JPST, DFIV, AVLV, JPIE 13F-HR 11/14/2023, 08:50 AM
Q2 2023 59 $155M +$31.2M -$22M +$9.12M SSPY, JPST, DFIV, AVLV, JPIE 13F-HR 7/26/2023, 01:54 PM
Q1 2023 59 $143M +$23M -$4.63M +$18.4M SSPY, AVLV, DFIV, JPST, RLY 13F-HR 4/20/2023, 02:47 PM
Q4 2022 57 $120M +$15.9M -$3.4M +$12.5M SSPY, AVLV, DFIV, JPST, RLY 13F-HR 1/17/2023, 01:21 PM
Q3 2022 52 $98.5M +$13M -$14.2M -$1.18M SSPY, AVLV, JPST, DFIV, RLY 13F-HR 11/3/2022, 01:01 PM
Q2 2022 52 $106M +$35.3M -$45M -$9.78M SSPY, JPST, AVLV, DFIV, SCHV 13F-HR 7/27/2022, 05:08 PM
Q1 2022 57 $131M +$17M -$11.9M +$5.09M SSPY, JPST, MTUM, SCHF, SCHV 13F-HR 5/4/2022, 04:27 PM
Q4 2021 56 $133M $0 $0 SSPY, MTUM, JPST, SCHF, GMF 13F-HR 2/3/2022, 12:32 PM