Fortress Wealth Group, LLC holdings history

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158 is the total number of securities Fortress Wealth Group, LLC has owned. The longest Fortress Wealth Group, LLC has owned a single stock is 10 quarters.

Fortress Wealth Group, LLC historical holdings. Includes current and past holdings.
Period Weighting Quarter
TickerNameLongestShortestMin.Avg.Max.FirstLatest↓ Count
QQQ INVESCO QQQ TR10107.75%10.35%12.74%Q2 2021Q3 202310
VUG VANGUARD INDEX FDS10106.96%8.59%10.45%Q2 2021Q3 202310
RDVY FIRST TR EXCHANGE-TRAD...10100.42%6.93%11.84%Q2 2021Q3 202310
FVD FIRST TR VALUE LINE DI...10101.33%6.80%9.89%Q2 2021Q3 202310
SPY SPDR S&P 500 ETF TR10104.06%4.77%5.78%Q2 2021Q3 202310
VTV VANGUARD INDEX FDS10101.45%4.10%9.70%Q2 2021Q3 202310
IJH ISHARES TR10100.46%3.22%6.54%Q2 2021Q3 202310
AAPL APPLE INC10101.80%2.24%2.59%Q2 2021Q3 202310
MSFT MICROSOFT CORP10101.31%1.75%2.02%Q2 2021Q3 202310
NVDA NVIDIA CORPORATION10100.56%1.65%2.50%Q2 2021Q3 202310
IWV ISHARES TR10101.18%1.44%1.78%Q2 2021Q3 202310
IJR ISHARES TR10100.18%1.41%4.34%Q2 2021Q3 202310
VYM VANGUARD WHITEHALL FDS10100.18%1.36%7.07%Q2 2021Q3 202310
BA BOEING CO10100.87%1.36%1.96%Q2 2021Q3 202310
AGG ISHARES TR10100.93%1.22%1.56%Q2 2021Q3 202310
AMZN AMAZON COM INC10100.71%1.08%1.30%Q2 2021Q3 202310
DIA SPDR DOW JONES INDL AV...10100.73%1.04%1.91%Q2 2021Q3 202310
VCSH VANGUARD SCOTTSDALE FDS10100.49%0.91%1.69%Q2 2021Q3 202310
BRKB BERKSHIRE HATHAWAY INC...10100.72%0.88%1.07%Q2 2021Q3 202310
JPM JPMORGAN CHASE & CO10100.64%0.87%1.11%Q2 2021Q3 202310
JNJ JOHNSON & JOHNSON10100.64%0.83%1.01%Q2 2021Q3 202310
XOM EXXON MOBIL CORP10100.28%0.66%0.92%Q2 2021Q3 202310
XLE SELECT SECTOR SPDR TR10100.26%0.59%2.64%Q2 2021Q3 202310
PG PROCTER AND GAMBLE CO10100.43%0.54%0.62%Q2 2021Q3 202310
GOOG ALPHABET INC10100.43%0.52%0.67%Q2 2021Q3 202310
HD HOME DEPOT INC10100.34%0.51%0.71%Q2 2021Q3 202310
MDY SPDR S&P MIDCAP 400 ET...10100.38%0.49%0.64%Q2 2021Q3 202310
ON ON SEMICONDUCTOR CORP10100.28%0.43%0.58%Q2 2021Q3 202310
MA MASTERCARD INCORPORATED10100.19%0.41%0.54%Q2 2021Q3 202310
UNH UNITEDHEALTH GROUP INC10100.34%0.38%0.46%Q2 2021Q3 202310
TT TRANE TECHNOLOGIES PLC10100.30%0.36%0.45%Q2 2021Q3 202310
FXO FIRST TR EXCHANGE TRAD...10100.16%0.35%0.72%Q2 2021Q3 202310
AMLP ALPS ETF TR10100.17%0.31%0.47%Q2 2021Q3 202310
FDL FIRST TR MORNINGSTAR D...10100.23%0.30%0.36%Q2 2021Q3 202310
PEP PEPSICO INC10100.20%0.30%0.47%Q2 2021Q3 202310
V VISA INC10100.23%0.29%0.33%Q2 2021Q3 202310
KO COCA COLA CO10100.18%0.29%0.53%Q2 2021Q3 202310
RTX RTX CORPORATION10100.19%0.25%0.39%Q2 2021Q3 202310
DRI DARDEN RESTAURANTS INC10100.21%0.24%0.29%Q2 2021Q3 202310
IBM INTERNATIONAL BUSINESS...10100.15%0.18%0.22%Q2 2021Q3 202310
ACWX ISHARES TR990.53%2.64%9.04%Q2 2021Q2 20239
TSLA TESLA INC630.37%0.50%0.71%Q2 2021Q3 20239
TFC TRUIST FINL CORP990.15%0.33%0.50%Q2 2021Q2 20239
PANW PALO ALTO NETWORKS INC630.18%0.27%0.40%Q2 2021Q3 20239
LLY LILLY ELI & CO880.15%0.53%0.81%Q4 2021Q3 20238
NEE NEXTERA ENERGY INC880.25%0.47%0.62%Q4 2021Q3 20238
DIS DISNEY WALT CO880.15%0.37%0.59%Q2 2021Q1 20238
FB META PLATFORMS INC410.22%0.31%0.43%Q2 2021Q3 20238
XLF SELECT SECTOR SPDR TR710.14%0.30%0.53%Q2 2021Q2 20238
KKR KKR & CO INC620.16%0.24%0.35%Q2 2021Q3 20238
MELI MERCADOLIBRE INC410.18%0.23%0.29%Q2 2021Q3 20238
ITW ILLINOIS TOOL WKS INC440.16%0.18%0.20%Q2 2021Q3 20238
USMV ISHARES TR770.50%0.62%0.91%Q2 2021Q4 20227
EFA ISHARES TR430.20%0.33%0.67%Q2 2021Q1 20237
IIPR INNOVATIVE INDL PPTYS INC770.19%0.32%0.47%Q2 2021Q4 20227
CRWD CROWDSTRIKE HLDGS INC770.18%0.31%0.49%Q1 2022Q3 20237
CDNS CADENCE DESIGN SYSTEM INC770.15%0.25%0.32%Q2 2021Q4 20227
BAC BK OF AMERICA CORP770.20%0.25%0.32%Q2 2021Q4 20227
FTGC FIRST TR EXCHANGE TRAD...660.20%2.64%5.73%Q2 2021Q3 20226
CVX CHEVRON CORP NEW660.46%0.58%0.77%Q2 2022Q3 20236
PFE PFIZER INC510.23%0.38%0.48%Q2 2021Q4 20226
CMCSA COMCAST CORP NEW660.18%0.26%0.34%Q2 2021Q3 20226
AMT AMERICAN TOWER CORP NEW660.16%0.26%0.30%Q2 2021Q3 20226
CSCO CISCO SYS INC330.22%0.26%0.31%Q4 2021Q3 20236
BAM BROOKFIELD ASSET MGMT INC660.16%0.25%0.33%Q2 2021Q3 20226
LRCX LAM RESEARCH CORP510.14%0.23%0.32%Q2 2021Q2 20236
CI THE CIGNA GROUP420.18%0.22%0.27%Q1 2022Q3 20236
WMT WALMART INC660.19%0.22%0.27%Q2 2022Q3 20236
HAL HALLIBURTON CO510.16%0.22%0.26%Q2 2021Q4 20226
AMAT APPLIED MATLS INC420.14%0.19%0.25%Q2 2021Q3 20236
DUK DUKE ENERGY CORP NEW660.15%0.19%0.25%Q2 2022Q3 20236
SLB SCHLUMBERGER LTD420.15%0.18%0.22%Q4 2021Q3 20236
JEPI J P MORGAN EXCHANGE TR...552.96%4.58%5.52%Q3 2022Q3 20235
TFLO ISHARES TR551.94%4.29%6.47%Q3 2022Q3 20235
LITMAN GREGORY FDS TR552.55%3.32%4.00%Q3 2022Q3 20235
MOAT VANECK ETF TRUST550.48%2.21%3.41%Q3 2022Q3 20235
HYG ISHARES TR550.43%0.52%0.60%Q3 2022Q3 20235
EMB ISHARES TR550.34%0.49%0.60%Q2 2021Q2 20225
FAB FIRST TR MULTI CP VAL ...550.45%0.48%0.54%Q3 2022Q3 20235
FSK FS KKR CAP CORP550.31%0.45%0.65%Q2 2021Q2 20225
FTSL FIRST TR EXCHANGE-TRAD...550.25%0.41%0.51%Q3 2022Q3 20235
BKLN INVESCO EXCH TRADED FD...550.30%0.39%0.43%Q2 2021Q2 20225
COST COSTCO WHSL CORP NEW550.34%0.36%0.41%Q4 2021Q4 20225
DLR DIGITAL RLTY TR INC550.24%0.31%0.36%Q2 2021Q2 20225
XLK SELECT SECTOR SPDR TR550.17%0.28%0.43%Q2 2021Q2 20225
TMO THERMO FISHER SCIENTIF...550.15%0.22%0.29%Q4 2021Q4 20225
ORCC OWL ROCK CAPITAL CORPO...550.14%0.21%0.30%Q2 2021Q2 20225
DBEF DBX ETF TR550.19%0.19%0.20%Q2 2021Q2 20225
GILD GILEAD SCIENCES INC550.16%0.18%0.22%Q3 2022Q3 20235
CSX CSX CORP320.15%0.17%0.20%Q2 2022Q3 20235
BMY BRISTOL-MYERS SQUIBB CO310.14%0.17%0.19%Q2 2021Q4 20225
COWZ PACER FDS TR444.44%5.09%5.44%Q4 2022Q3 20234
MMLG FIRST TR EXCHNG TRADED...440.20%0.76%1.02%Q2 2021Q1 20224
MTUM ISHARES TR440.52%0.65%0.82%Q2 2021Q1 20224
ADBE ADOBE SYSTEMS INCORPOR...440.25%0.29%0.33%Q2 2021Q1 20224
INTC INTEL CORP440.16%0.28%0.45%Q2 2021Q1 20224
SHOP SHOPIFY INC440.22%0.25%0.30%Q2 2021Q1 20224
TOL TOLL BROTHERS INC440.24%0.25%0.28%Q2 2021Q1 20224
MRK MERCK & CO INC440.21%0.24%0.30%Q4 2022Q3 20234
EEM ISHARES TR310.18%0.19%0.21%Q2 2021Q3 20234
SCZ ISHARES TR440.17%0.18%0.21%Q2 2021Q1 20224
FNX FIRST TR MID CAP CORE ...334.30%4.42%4.48%Q1 2023Q3 20233
BUFD FIRST TR EXCHNG TRADED...330.65%2.26%4.78%Q2 2022Q4 20223
FLOT ISHARES TR210.23%1.56%3.32%Q1 2022Q4 20223
JCPB J P MORGAN EXCHANGE TR...330.65%0.68%0.74%Q1 2023Q3 20233
TTD THE TRADE DESK INC330.29%0.30%0.33%Q2 2021Q4 20213
CLX CLOROX CO DEL330.29%0.30%0.32%Q1 2023Q3 20233
J P MORGAN EXCHANGE TR...330.27%0.29%0.31%Q1 2023Q3 20233
FMF FIRST TR EXCHANGE-TRAD...330.14%0.29%0.50%Q4 2022Q2 20233
ABBV ABBVIE INC330.22%0.25%0.28%Q2 2022Q4 20223
CRM SALESFORCE COM INC330.18%0.24%0.32%Q3 2021Q1 20223
NFLX NETFLIX INC330.18%0.24%0.32%Q3 2021Q1 20223
BABA ALIBABA GROUP HLDG LTD330.23%0.24%0.26%Q2 2021Q4 20213
ACN ACCENTURE PLC IRELAND330.23%0.24%0.25%Q1 2023Q3 20233
RUN SUNRUN INC330.16%0.24%0.28%Q2 2021Q4 20213
CRSP CRISPR THERAPEUTICS AG210.18%0.23%0.29%Q4 2021Q3 20223
UPS UNITED PARCEL SERVICE INC330.18%0.22%0.25%Q1 2023Q3 20233
NOW SERVICENOW INC330.17%0.20%0.24%Q1 2023Q3 20233
ROP ROPER TECHNOLOGIES INC330.16%0.18%0.19%Q1 2023Q3 20233
PLD PROLOGIS INC.330.16%0.18%0.20%Q1 2023Q3 20233
LINDE PLC330.18%0.18%0.18%Q1 2023Q3 20233
LAZR LUMINAR TECHNOLOGIES INC330.13%0.17%0.20%Q1 2023Q3 20233
GSK PLC330.16%0.17%0.18%Q1 2023Q3 20233
TQQQ PROSHARES TR330.15%0.17%0.20%Q1 2023Q3 20233
TSM TAIWAN SEMICONDUCTOR M...330.16%0.17%0.18%Q1 2023Q3 20233
COF CAPITAL ONE FINL CORP210.14%0.17%0.21%Q2 2022Q2 20233
MDT MEDTRONIC PLC330.15%0.16%0.17%Q1 2023Q3 20233
EFX EQUIFAX INC330.15%0.15%0.16%Q1 2023Q3 20233
SHV ISHARES TR110.78%4.22%7.66%Q4 2022Q3 20232
DEED FIRST TR EXCHNG TRADED...220.55%0.64%0.74%Q2 2021Q3 20212
ICOW PACER FDS TR220.56%0.57%0.57%Q2 2023Q3 20232
HARBOR ETF TRUST110.17%0.51%0.86%Q1 2022Q3 20222
VZ VERIZON COMMUNICATIONS...220.31%0.33%0.36%Q2 2021Q3 20212
PYPL PAYPAL HLDGS INC220.32%0.33%0.33%Q2 2021Q3 20212
EMLP FIRST TR EXCHANGE-TRAD...220.28%0.30%0.31%Q3 2021Q4 20212
J P MORGAN EXCHANGE TR...220.27%0.27%0.27%Q2 2023Q3 20232
AVGO BROADCOM INC220.17%0.19%0.20%Q2 2023Q3 20232
TDG TRANSDIGM GROUP INC220.18%0.18%0.18%Q2 2023Q3 20232
TECK TECK RESOURCES LTD220.17%0.18%0.18%Q3 2022Q4 20222
IRT INDEPENDENCE RLTY TR INC220.16%0.18%0.19%Q4 2021Q1 20222
JLL JONES LANG LASALLE INC220.16%0.17%0.18%Q2 2023Q3 20232
ECL ECOLAB INC220.16%0.16%0.16%Q2 2023Q3 20232
CAT CATERPILLAR INC110.14%0.16%0.18%Q2 2021Q3 20232
SRLN SSGA ACTIVE ETF TR220.15%0.16%0.16%Q3 2022Q4 20222
TYL TYLER TECHNOLOGIES INC220.13%0.14%0.15%Q2 2023Q3 20232
TUP TUPPERWARE BRANDS CORP220.02%0.04%0.07%Q2 2023Q3 20232
FNHC FEDNAT HLDG CO220.00%0.00%0.00%Q2 2022Q3 20222
SHY ISHARES TR112.12%2.12%2.12%Q2 2022Q2 20221
PROSHARES TR110.62%0.62%0.62%Q2 2022Q2 20221
PROSHARES TR110.50%0.50%0.50%Q2 2022Q2 20221
BSV VANGUARD BD INDEX FDS110.30%0.30%0.30%Q3 2021Q3 20211
MCD MCDONALDS CORP110.28%0.28%0.28%Q4 2022Q4 20221
PEJ INVESCO EXCHANGE TRADE...110.18%0.18%0.18%Q2 2021Q2 20211
FTNT FORTINET INC110.17%0.17%0.17%Q4 2021Q4 20211
MU MICRON TECHNOLOGY INC110.16%0.16%0.16%Q4 2021Q4 20211
GOOGL ALPHABET INC110.14%0.14%0.14%Q3 2023Q3 20231
EDU NEW ORIENTAL ED & TECH...110.00%0.00%0.00%Q3 2021Q3 20211
DVN DEVON ENERGY CORP NEW110.00%0.00%0.00%Q2 2022Q2 20221
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The securities at the top of the list , including INVESCO QQQ TR, VANGUARD INDEX FDS, and FIRST TR EXCHANGE-TRADED FD, are the highest-conviction holdings of Fortress Wealth Group, LLC.

The conviction is calculated by counting the number of quarters a security has been reported by Fortress Wealth Group, LLC. The higher the number, the higher the conviction and longer the holding period.

This page lists all the securities that Fortress Wealth Group, LLC owns currently or has owned in the past.