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  Name: Fortress Wealth Group LLC
  City: ORLANDO
  State: FL
  Zip: 32801
   
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $186,540,000
  Total Value Change : $18,830,000
  Securities Held Change : 8
   
All Securities Held : 108
  New Positions : 12
  Closed Positions : 5
  Increased Positions : 62
  Unchanged Positions : 10
  Decreased Positions : 24

                  Consumer Discretionary Consumer Staples Financials Health Care Industrials Information Technology Basic Materials Conglomerates Energy Utilities
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Holdings Found : 5     View All Holdings Currently Viewing:  Closed Positions     Page 1 of 1
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Ticker Company Name Position
Rank
New/Closed
Postion
Last
Close
    Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
   % of Company    Industry
   (INTC)1 Year Chart         INTC Intel Corp 113 Closed $30.72 $0 0 0% -258,000 -5,318 0    Semiconductor- Broad...
   (CLX)1 Year Chart         CLX Clorox Co 112 Closed $131.53 $0 0 0% -210,000 -1,478 0    Cleaning Products
   (GILD)1 Year Chart         GILD Gilead Sciences Inc 111 Closed $65.68 $0 0 0% -278,000 -3,308 0    Biotechnology
   (MDT)1 Year Chart         MDT Medtronic Plc 110 Closed $82.29 $0 0 0% -334,000 -3,857 0    Medical Appliances & ...
   (XLE)1 Year Chart         XLE SPDR Energy Sector 109 Closed $91.37 $0 0 0% -571,000 -6,827 0    Closed - End Fund - E...

      5 Records Found
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