Forte Asset Management LLC Incresed Positions in Q1 2025

Forte Asset Management LLC

  • $194 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
MTUM
Ishares Msci Usa Momentum Fact

ETFs
10.9K
+ 42.94%
$196.12 - $229.48 $2.14M - $2.5M
36.3K $7.33M
IVE
Ishares S&P 500 Value ETF

ETFs
7.77K
+ 15.94%
$185.78 - $198.58 $1.44M - $1.54M
56.5K $10.8M
ICSH
Blackrock Ultra Short Term Bon

ETFs
24.9K
+ 41.75%
$50.44 - $50.7 $1.26M - $1.26M
84.7K $4.29M
AAPL
Apple Inc.

Technology
6.09K
+ 128.81%
$209.68 - $247.1 $1.28M - $1.51M
10.8K $2.4M
QUAL
Ishares Msci Usa Quality Facto

ETFs
7.31K
+ 13.28%
$168.16 - $186.21 $1.23M - $1.36M
62.4K $10.7M
IVV
Ishares Core S&P 500 ETF

ETFs
1.93K
+ 18.4%
$554.06 - $615.85 $1.07M - $1.19M
12.4K $6.98M
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
16.6K
+ 13.39%
$48.06 - $53.73 $796K - $890K
140K $6.84M
EFG
Msci Eafe Growth ETF

ETFs
1.38K
+ 1.89%
$96.1 - $106.37 $133K - $147K
74.3K $7.43M
IWD
Ishares Russell 1000 Val ETF

ETFs
1.55K
+ 6.5%
$182.82 - $196.21 $284K - $305K
25.5K $4.79M
IWM
Ishares Russell 2000 ETF

ETFs
2.99K
+ 26.48%
$198.1 - $229.79 $593K - $688K
14.3K $2.85M
LRGF
Ishares Tr

ETFs
9.04K
+ 9.02%
$56.95 - $63.95 $515K - $578K
109K $6.32M
SOXX
Ishares Semiconductor ETF

ETFs
2.88K
+ 29.05%
$188.17 - $235.81 $541K - $678K
12.8K $2.4M
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
990
+ 1.73%
$48.65 - $53.06 $48.2K - $52.5K
58.3K $3.03M
AMZN
Amazon Com Inc

Consumer Cyclical
1.67K
+ 55.49%
$190.26 - $242.06 $318K - $405K
4.69K $891K
IGEB
Ishares Tr Edge Invt Grade Enh

ETFs
4.38K
+ 19.57%
$43.76 - $45.31 $192K - $199K
26.8K $1.2M
IWV
Ishares Russell 3000 ETF

ETFs
1.93K
+ 7.3%
$313.1 - $349.83 $605K - $676K
28.4K $9.02M
IYW
Ishares Dj Us Tech ETF

ETFs
4.93K
+ 16.74%
$140.44 - $166.79 $693K - $823K
34.4K $4.83M
Ishares Bitcoin Trust ETF
14.1K
+ 19.05%
N/A
88.2K $0
IWR
Ishares Russell Mid Cap ETF

ETFs
2.23K
+ 3.17%
$82.81 - $92.93 $185K - $207K
72.6K $6.17M
FTEC
Fidelity Covington Tr Msci Inf

ETFs
1
+ 0.02%
$161.27 - $192.3 $161 - $192
5.54K $893K
ITOT
Ishares Core S&P Total U.S. St

ETFs
85
+ 0.31%
$120.29 - $134.6 $10.2K - $11.4K
27.4K $3.35M
MSFT
Microsoft Corp

Technology
224
+ 1.86%
$375.39 - $447.2 $84.1K - $100K
12.3K $4.6M
Activity Summary
Buys All Purchases 30 New Holdings 7 Increased Positions 23 Sells All Sells 18 Reductions 18 Sold out 0 Options Calls 0 Puts 0
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