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| Name: |
Fortress Wealth Management Inc. |
| City: |
Culver City |
| State: |
CA |
| Zip: |
90232 |
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data |
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| Holdings
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10 |
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Menu
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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 |
|
BRK.A |
Berkshire Hathaway Inc |
21 |
- |
$621,000.00 |
$2,538,000 |
4 |
1.31% |
367,000 |
0 |
0 |
Property & Casualty I... |
|
|
VOO |
Vanguard S&P 500 Etf |
31 |
- |
$478.77 |
$1,526,000 |
3,174 |
0.79% |
140,000 |
0 |
0 |
Closed - End Fund - E... |
|
|
HTLF |
Heartland Financial USA Inc |
42 |
- |
$44.25 |
$817,000 |
23,246 |
0.42% |
-57,000 |
0 |
0.063 |
Savings & Loans |
|
|
FNDF |
Schwab Fundamental Internat... |
51 |
- |
$35.95 |
$405,000 |
11,369 |
0.21% |
22,000 |
0 |
0.001 |
N/A |
|
|
AMGN |
Amgen Inc |
54 |
- |
$308.45 |
$371,000 |
1,306 |
0.19% |
-5,000 |
0 |
0 |
Biotechnology |
|
|
V |
Visa Inc |
56 |
- |
$279.39 |
$317,000 |
1,136 |
0.16% |
21,000 |
0 |
0 |
Business Services |
|
|
VXF |
Vanguard Extended Market VI... |
59 |
- |
$170.80 |
$273,000 |
1,558 |
0.14% |
17,000 |
0 |
0.002 |
Closed - End Fund - E... |
|
|
JPM |
JP Morgan Chase & Co |
61 |
- |
$198.73 |
$266,000 |
1,330 |
0.14% |
40,000 |
0 |
0 |
Domestic Money Center... |
|
|
MRK |
Merck & Co Inc |
62 |
- |
$131.20 |
$248,000 |
1,882 |
0.13% |
43,000 |
0 |
0 |
Drug Manufacturers - ... |
|
|
DNA |
Ginkgo Bioworks Holdings, Inc |
67 |
- |
$0.84 |
$12,000 |
10,000 |
0.01% |
-5,000 |
0 |
0.001 |
N/A |
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