| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q1 2017 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| INVESCO QQQ TR | 13 | Q2 2024 | 12.7% |
| VANGUARD INDEX FDS | 13 | Q2 2024 | 11.5% |
| VANGUARD INDEX FDS | 13 | Q2 2024 | 12.9% |
| FIRST TR VALUE LINE DIVID IN | 13 | Q2 2024 | 9.9% |
| FIRST TR EXCHANGE-TRADED FD | 13 | Q2 2024 | 11.8% |
| SPDR S&P 500 ETF TR | 13 | Q2 2024 | 5.8% |
| ISHARES TR | 13 | Q2 2024 | 6.5% |
| APPLE INC | 13 | Q2 2024 | 2.6% |
| NVIDIA CORPORATION | 13 | Q2 2024 | 3.7% |
| MICROSOFT CORP | 13 | Q2 2024 | 2.0% |
View Fortress Wealth Group, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| N-PX | 2024-08-20 |
| 13F-HR | 2024-07-31 |
| 13F-HR | 2024-05-13 |
| 13F-HR | 2024-01-12 |
| 13F-HR | 2023-10-12 |
| 13F-HR | 2023-08-10 |
| 13F-HR | 2023-05-12 |
| 13F-HR | 2023-02-07 |
| 13F-HR | 2022-11-14 |
| 13F-HR | 2022-08-15 |
View Fortress Wealth Group, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.