$155 Million is the total value of Fortress Wealth Management, Inc.'s 60 reported holdings in Q3 2023. The portfolio turnover from Q2 2023 to Q3 2023 was - .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
TSLA | New | TESLA INC | $239,711 | – | 958 | +100.0% | 0.16% | – |
New | AEYE INC | $2,625 | – | 12,500 | +100.0% | 0.00% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-11-14
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
SYNTAX ETF TR | 8 | Q3 2023 | 16.4% |
J P MORGAN EXCHANGE-TRADED F | 8 | Q3 2023 | 9.4% |
DIMENSIONAL ETF TRUST | 8 | Q3 2023 | 8.1% |
SCHWAB STRATEGIC TR | 8 | Q3 2023 | 5.2% |
ISHARES TR | 8 | Q3 2023 | 8.3% |
SCHWAB STRATEGIC TR | 8 | Q3 2023 | 6.0% |
INVESCO EXCHANGE TRADED FD T | 8 | Q3 2023 | 4.9% |
ISHARES TR | 8 | Q3 2023 | 4.4% |
ISHARES TR | 8 | Q3 2023 | 2.7% |
SCHWAB STRATEGIC TR | 8 | Q3 2023 | 4.8% |
View Fortress Wealth Management, Inc.'s complete holdings history.
Latest filings
Type | Filed |
---|---|
13F-HR | 2024-04-19 |
13F-HR | 2024-02-12 |
13F-HR | 2023-11-14 |
13F-HR | 2023-07-26 |
13F-HR | 2023-04-20 |
13F-HR | 2023-01-17 |
13F-HR | 2022-11-03 |
13F-HR | 2022-07-27 |
13F-HR | 2022-05-04 |
13F-HR | 2022-02-03 |
View Fortress Wealth Management, Inc.'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.