Fortem Financial Group, LLC Purchases in Q2 2025

Fortem Financial Group, LLC

  • $299 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
URA
Global X Uranium ETF

ETFs
19.4K
+ 5.45%
$20.26 - $38.81 $393K - $752K
375K $14.6M
SRLN
Ssga Active Trust

ETFs
142K
+ 122.16%
$39.47 - $41.59 $5.61M - $5.91M
258K $10.7M
PLTR
Palantir Technologies Inc.

Technology
6.93K
+ 8.12%
$74.01 - $144.25 $513K - $1M
92.3K $12.6M
VNLA
Janus Henderson Short Duration

ETFs
87.7K
+ 153.03%
$48.74 - $49.2 $4.27M - $4.31M
145K $7.13M
NVDA
Nvidia Corp

Technology
714
+ 0.86%
$94.31 - $157.99 $67.3K - $113K
83.5K $13.2M
KLAC
Kla Corp

Technology
1.19K
+ 18.58%
$576.53 - $902.94 $684K - $1.07M
7.58K $6.79M
PAVE
Global X Fds Us Infrastructure

ETFs
44.8K
+ 62.08%
$33.78 - $43.68 $1.51M - $1.96M
117K $5.1M
APH
Amphenol Corp

Technology
19.2K
+ 227.53%
$59.09 - $98.75 $1.14M - $1.9M
27.7K $2.74M
MSFT
Microsoft Corp

Technology
811
+ 5.94%
$354.56 - $497.45 $288K - $403K
14.5K $7.19M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
5.92K
+ 49.59%
$141.37 - $228.57 $836K - $1.35M
17.8K $4.04M
EME
Emcor Group, Inc.

Industrials
916
+ 12.46%
$342.02 - $534.89 $313K - $490K
8.27K $4.42M
DELL
Dell Technologies Inc.

Technology
4.44K
+ 12.14%
$71.63 - $125.98 $318K - $559K
41K $5.03M
META
Meta Platforms, Inc.

Communication Services
735
+ 10.68%
$484.66 - $738.09 $356K - $542K
7.61K $5.62M
TSLA
Tesla, Inc.

Consumer Cyclical
418
+ 1.72%
$221.86 - $362.89 $92.7K - $152K
24.7K $7.85M
XME
Spdr Ser Tr Spdr S&P Metals &

ETFs
6.29K
+ 6.37%
$48.48 - $67.3 $305K - $423K
105K $7.06M
NRG
Nrg Energy, Inc.

Utilities
3.18K
+ 20.88%
$83.61 - $162.67 $266K - $517K
18.4K $2.95M
COF
Capital One Financial Corp

Financial Services
6.99K
New
$150.57 - $212.76 $1.05M - $1.49M
6.99K $1.49M
CAH
Cardinal Health Inc

Healthcare
7.88K
+ 192.92%
$125.0 - $168.0 $985K - $1.32M
12K $2.01M
SPY
Spdr S&P 500 ETF Trust

ETFs
1.89K
+ 65.44%
$496.48 - $617.85 $936K - $1.17M
4.77K $2.95M
AMZN
Amazon Com Inc

Consumer Cyclical
2.28K
+ 9.38%
$167.32 - $223.3 $382K - $510K
26.6K $5.84M
QQQ
Invesco Qqq Trust, Series 1

ETFs
353
+ 3.07%
$416.06 - $551.64 $147K - $195K
11.8K $6.54M
AMAT
Applied Materials Inc

Technology
3.46K
+ 29.07%
$126.95 - $183.52 $439K - $635K
15.4K $2.81M
ULTA
Ulta Beauty, Inc.

Consumer Cyclical
1.88K
+ 195.63%
$328.01 - $475.68 $616K - $893K
2.84K $1.33M
BAC
Bank Of America Corp

Financial Services
17.6K
+ 70.95%
$34.39 - $47.46 $604K - $834K
42.3K $2M
TPR
Tapestry, Inc.

Consumer Cyclical
7.16K
+ 43.23%
$60.6 - $87.81 $434K - $628K
23.7K $2.08M
GOOGL
Alphabet Inc.

Communication Services
2.59K
+ 12.61%
$144.7 - $178.6 $374K - $462K
23.1K $4.07M
NEM
Newmont Corp

Basic Materials
9.27K
+ 28.08%
$44.18 - $59.46 $410K - $551K
42.3K $2.46M
ORCL
Oracle Corp

Technology
3.93K
New
$122.82 - $218.63 $483K - $859K
3.93K $858K
LNG
Cheniere Energy, Inc.

Energy
3.13K
+ 99.46%
$197.25 - $244.33 $616K - $764K
6.27K $1.53M
EMR
Emerson Electric CO

Industrials
1.45K
+ 5.81%
$94.15 - $133.33 $137K - $194K
26.5K $3.53M
ORCC
Owl Rock Capital Corp

Financial Services
53.5K
+ 39.43%
N/A
189K $2.53M
NOC
Northrop Grumman Corp

Industrials
1.42K
+ 128.62%
$456.3 - $540.39 $648K - $767K
2.52K $1.26M
PM
Philip Morris International Inc.

Consumer Defensive
1.69K
+ 11.68%
$149.23 - $184.95 $252K - $313K
16.2K $2.94M
CMI
Cummins Inc

Industrials
1.68K
+ 38.1%
$267.12 - $336.65 $448K - $565K
6.08K $1.99M
SPGI
S&P Global Inc.

Financial Services
1.1K
+ 167.94%
$438.31 - $527.29 $480K - $577K
1.75K $921K
DVN
Devon Energy Corp

Energy
22.2K
+ 87.02%
$26.8 - $37.92 $594K - $841K
47.6K $1.52M
NFG
National Fuel Gas CO

Energy
4.9K
+ 27.46%
$73.0 - $86.01 $358K - $422K
22.8K $1.93M
PNW
Pinnacle West Capital Corp

Utilities
6.34K
+ 63.96%
$88.3 - $95.43 $559K - $605K
16.2K $1.45M
BX
Blackstone Inc.

Financial Services
2.18K
+ 18.36%
$120.07 - $151.11 $261K - $329K
14K $2.1M
CRWD
Crowd Strike Holdings, Inc.

Technology
175
+ 7.98%
$321.63 - $509.31 $56.3K - $89.1K
2.37K $1.21M
FTNT
Fortinet, Inc.

Technology
3.78K
New
$84.71 - $108.69 $320K - $410K
3.78K $399K
HCA
Hca Healthcare, Inc.

Healthcare
543
+ 12.1%
$317.61 - $387.52 $172K - $210K
5.03K $1.93M
QCOM
Qualcomm Inc

Technology
2.14K
+ 55.85%
$124.66 - $159.48 $266K - $341K
5.96K $949K
VV
Vanguard Large Cap ETF

ETFs
54
+ 0.46%
$228.25 - $285.3 $12.3K - $15.4K
11.7K $3.33M
PYPL
Pay Pal Holdings, Inc.

Financial Services
751
+ 2.42%
$57.41 - $74.81 $43.1K - $56.2K
31.8K $2.36M
URI
United Rentals, Inc.

Industrials
425
New
$551.94 - $753.4 $235K - $320K
425 $320K
AZO
Autozone Inc

Consumer Cyclical
94
+ 20.35%
$3478.38 - $3880.15 $327K - $365K
556 $2.06M
DUK
Duke Energy Corp

Utilities
2.5K
New
$112.46 - $124.05 $281K - $310K
2.5K $295K
SCHX
Schwab Strategic Tr Us Large C

ETFs
12K
New
$19.6 - $24.44 $236K - $294K
12K $294K
Activity Summary
Buys All Purchases 90 New Holdings 13 Increased Positions 77 Sells All Sells 74 Reductions 74 Sold out 0 Options Calls 0 Puts 0
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