Sign in:
Email
 Password  save:
  
 Company Reports 
 
   
My Recent Searches
  Help
 
   
 
 
 
     
Company Main View
  Name: Fortress Wealth Management Inc.
  City: Culver City
  State: CA
  Zip: 90232
   
Achive data
  View Filing Period:
  
 
Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $194,036,000
  Total Value Change : $10,584,000
  Securities Held Change : 3
   
All Securities Held : 67
  New Positions : 6
  Closed Positions : 4
  Increased Positions : 32
  Unchanged Positions : 10
  Decreased Positions : 19

                  Consumer Discretionary Consumer Staples Financials Health Care Industrials Information Technology Basic Materials Conglomerates Energy Utilities
 Download  
 
    Free Registration Required For Full Results

   
Holdings Found : 6     View All Holdings Currently Viewing:  New Positions     Page 1 of 1
     Menu
Ticker Company Name Position
Rank
New/Closed
Postion
Last
Close
    Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
   % of Company    Industry
   (ENTR)1 Year Chart         ENTR Ershares Entrepreneur 30 Etf 29 New $14.89 $1,688,000 108,977 0.87% 1,688,000 108,977 1.211    N/A
   (GPIX)1 Year Chart         GPIX Goldman Sachs S&p 500 Core ... 39 New $0.00 $934,000 19,871 0.48% 934,000 19,871 0.221    N/A
   (MSFT)1 Year Chart         MSFT Microsoft Corp 58 New $413.72 $289,000 686 0.15% 289,000 686 0    Application Software
   (GWL)1 Year Chart         GWL St Spdr S&P Wld Xus 60 New $35.98 $268,000 7,490 0.14% 268,000 7,490 0.001    Closed - End Fund - E...
   (TMW)1 Year Chart         TMW SPDR Dow Jones Wilshire TOT... 65 New $63.83 $230,000 3,592 0.12% 230,000 3,592 0.004    Closed - End Fund - E...
   (NVDA)1 Year Chart         NVDA NVIDIA Corporation 66 New $903.99 $228,000 252 0.12% 228,000 252 0    Semiconductor - Speci...

      6 Records Found
  1    
Page 1 of 1
Free Registration Required For Full Results