Fortress Financial Solutions, LLC Top Holdings and 13F Report (2025) About Fortress Financial Solutions, LLCInvestment ActivityFortress Financial Solutions, LLC has $69.13 million in total holdings as of March 31, 2025.Fortress Financial Solutions, LLC owns shares of 57 different stocks, but just 20 companies or ETFs make up 80% of its holdings.Approximately 10.12% of the portfolio was purchased this quarter.About 6.40% of the portfolio was sold this quarter.This quarter, Fortress Financial Solutions, LLC has purchased 57 new stocks and bought additional shares in 37 stocks.Fortress Financial Solutions, LLC sold shares of 15 stocks and completely divested from 3 stocks this quarter.Largest Holdings Invesco QQQ $9,131,992Vanguard Intermediate-Term Corporate Bond ETF $6,820,348iShares Preferred and Income Securities ETF $4,934,133iShares Core S&P 500 ETF $4,309,447Apple $3,869,979 Largest New Holdings this Quarter 670100205 - Novo Nordisk A/S $250,887 Holding91324P102 - UnitedHealth Group $218,971 Holding92206C706 - Vanguard Intermediate-Term Treasury ETF $217,690 Holding Largest Purchases this Quarter iShares Core S&P 500 ETF 3,000 shares (about $1.69M)iShares Preferred and Income Securities ETF 40,478 shares (about $1.24M)Vanguard Short-Term Corporate Bond ETF 11,584 shares (about $914.45K)Vanguard Intermediate-Term Corporate Bond ETF 7,460 shares (about $609.93K)Costco Wholesale 509 shares (about $481.25K) Largest Sales this Quarter Vanguard Total Bond Market ETF 15,987 shares (about $1.17M)iShares Exponential Technologies ETF 16,047 shares (about $923.70K)Vanguard Long-Term Corporate Bond ETF 6,672 shares (about $506.49K)iShares Core S&P Total U.S. Stock Market ETF 2,111 shares (about $257.57K)iShares MSCI Intl Quality Factor ETF 5,788 shares (about $229.72K) Sector Allocation Over TimeMap of 500 Largest Holdings ofFortress Financial Solutions, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorQQQInvesco QQQ$9,131,992$236,330 ▲2.7%19,47513.2%FinanceVCITVanguard Intermediate-Term Corporate Bond ETF$6,820,348$609,931 ▲9.8%83,4199.9%ETFPFFiShares Preferred and Income Securities ETF$4,934,133$1,243,889 ▲33.7%160,5647.1%ETFIVViShares Core S&P 500 ETF$4,309,447$1,685,792 ▲64.3%7,6696.2%ETFAAPLApple$3,869,979$160,823 ▲4.3%17,4225.6%Computer and TechnologyIJHiShares Core S&P Mid-Cap ETF$3,751,646$16,980 ▼-0.5%64,2965.4%ETFITOTiShares Core S&P Total U.S. Stock Market ETF$3,705,962$257,565 ▼-6.5%30,3745.4%ETFVCSHVanguard Short-Term Corporate Bond ETF$3,208,160$914,452 ▲39.9%40,6404.6%ETFJEPIJPMorgan Equity Premium Income ETF$3,000,512$149,306 ▲5.2%52,5124.3%ETFIJRiShares Core S&P Small-Cap ETF$2,587,011$46,533 ▲1.8%24,7403.7%ETFMGCVanguard Mega Cap ETF$1,843,200$22,151 ▲1.2%9,1532.7%ETFVCLTVanguard Long-Term Corporate Bond ETF$1,216,646$506,487 ▼-29.4%16,0271.8%ManufacturingGLDSPDR Gold Shares$1,074,250$80,684 ▲8.1%3,7281.6%FinanceAMZNAmazon.com$1,053,470$19,407 ▼-1.8%5,5371.5%Retail/WholesaleNVDANVIDIA$1,027,671$31,972 ▼-3.0%9,4821.5%Computer and TechnologyCOSTCostco Wholesale$974,801$481,255 ▲97.5%1,0311.4%Retail/WholesaleTAT&T$879,110$20,616 ▲2.4%31,0861.3%Computer and TechnologyMSFTMicrosoft$848,147$34,166 ▲4.2%2,2591.2%Computer and TechnologyTSMTaiwan Semiconductor Manufacturing$786,176$53,286 ▲7.3%4,7361.1%Computer and TechnologyTSLATesla$755,711$1,814 ▼-0.2%2,9161.1%Auto/Tires/TrucksBNDVanguard Total Bond Market ETF$616,171$1,174,243 ▼-65.6%8,3890.9%ETFAPOApollo Global Management$614,512$46,838 ▲8.3%4,4870.9%FinanceESGVVanguard ESG U.S. Stock ETF$553,418$54,950 ▼-9.0%5,6500.8%ETFPGProcter & Gamble$545,593$44,486 ▲8.9%3,2010.8%Consumer StaplesAVGOBroadcom$539,642$10,381 ▲2.0%3,2230.8%Computer and TechnologyXTiShares Exponential Technologies ETF$499,754$923,699 ▼-64.9%8,6820.7%ManufacturingCCLCarnival Co. &$467,1410.0%23,9190.7%Consumer DiscretionaryVZVerizon Communications$454,503$15,740 ▲3.6%10,0200.7%Computer and TechnologyPCYInvesco Emerging Markets Sovereign Debt ETF$451,714$35,701 ▲8.6%22,3950.7%ETFFIXComfort Systems USA$438,979$49,635 ▼-10.2%1,3620.6%ConstructionFELEFranklin Electric$416,475$40,840 ▲10.9%4,4360.6%IndustrialsAPHAmphenol$416,240$23,810 ▲6.1%6,3460.6%Computer and TechnologyGLADSTONE CAPITAL CORP$413,560$9,090 ▼-2.2%15,0600.6%COM NEWMPWRMonolithic Power Systems$404,199$63,790 ▲18.7%6970.6%Computer and TechnologyAEPAmerican Electric Power$401,991$24,148 ▲6.4%3,6790.6%UtilitiesKNSLKinsale Capital Group$398,230$21,421 ▲5.7%8180.6%FinanceGOOGLAlphabet$364,148$6,030 ▼-1.6%2,3550.5%Computer and TechnologyHYGiShares iBoxx $ High Yield Corporate Bond ETF$354,435$13,411 ▲3.9%4,4930.5%ETFBMIBadger Meter$350,566$19,402 ▲5.9%1,8430.5%Computer and TechnologyAMGNAmgen$349,527$13,707 ▲4.1%1,1220.5%MedicalGLWCorning$336,645$18,036 ▲5.7%7,3540.5%Computer and TechnologyHEIHEICO$332,930$37,675 ▲12.8%1,2460.5%AerospaceNEENextEra Energy$321,985$10,563 ▲3.4%4,5420.5%UtilitiesSYKStryker$320,945$39,467 ▲14.0%8620.5%MedicalKBRKBR$304,038$50,457 ▲19.9%6,1040.4%ConstructionHBANHuntington Bancshares$300,658$32,047 ▲11.9%20,0300.4%FinanceAVEMAvantis Emerging Markets Equity ETF$297,023$228,664 ▼-43.5%4,9360.4%ETFIQLTiShares MSCI Intl Quality Factor ETF$292,267$229,718 ▼-44.0%7,3640.4%ETFICFiShares Select U.S. REIT ETF$270,758$6,092 ▲2.3%4,4000.4%ETFTIPiShares TIPS Bond ETF$260,473$1,777 ▲0.7%2,3450.4%ETFNVONovo Nordisk A/S$250,887$250,887 ▲New Holding3,6130.4%MedicalUNHUnitedHealth Group$218,971$218,971 ▲New Holding4180.3%MedicalVGITVanguard Intermediate-Term Treasury ETF$217,690$217,690 ▲New Holding3,6650.3%ETFFTECFidelity MSCI Information Technology Index ETF$211,899$323 ▲0.2%1,3140.3%ETFINVESCO GALAXY BITCOIN ETF$200,206$82 ▲0.0%2,4350.3%COM SHS BEN INTLOANManhattan Bridge Capital$115,760$6,507 ▼-5.3%115,7600.2%FinanceTOONKartoon Studios$46,5680.0%75,0000.1%Consumer DiscretionaryAMATApplied Materials$0$320,556 ▼-100.0%00.0%Computer and TechnologyLAM RESEARCH CORP$0$308,639 ▼-100.0%00.0%COM NEWTTEKTetra Tech$0$280,378 ▼-100.0%00.0%IndustrialsShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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