Fortem Financial Group, LLC Purchases in Q1 2025

Fortem Financial Group, LLC

  • $249 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
SRLN
Ssga Active Trust

ETFs
116K
New
$41.02 - $41.99 $4.77M - $4.88M
116K $4.78M
VNLA
Janus Henderson Short Duration

ETFs
57.3K
New
$48.89 - $49.21 $2.8M - $2.82M
57.3K $2.82M
PLTR
Palantir Technologies Inc.

Technology
9.91K
+ 13.14%
$64.98 - $124.62 $644K - $1.23M
85.3K $7.2M
PAVE
Global X Fds Us Infrastructure

ETFs
38.4K
+ 113.62%
$37.31 - $43.82 $1.43M - $1.68M
72.1K $2.72M
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
6.43K
+ 2.74%
$48.65 - $53.06 $313K - $341K
241K $12.5M
PM
Philip Morris International Inc.

Consumer Defensive
1.32K
+ 10.01%
$117.15 - $158.79 $154K - $209K
14.5K $2.3M
KLAC
Kla Corp

Technology
550
+ 9.42%
$636.62 - $777.63 $350K - $428K
6.39K $4.34M
QCOM
Qualcomm Inc

Technology
3.83K
New
$151.94 - $175.86 $581K - $673K
3.83K $587K
NFLX
Netflix Inc

Communication Services
589
+ 131.77%
$828.4 - $1058.6 $488K - $624K
1.04K $966K
CAH
Cardinal Health Inc

Healthcare
4.08K
New
$118.02 - $137.77 $482K - $563K
4.08K $562K
NEM
Newmont Corp

Basic Materials
5.05K
+ 18.06%
$37.79 - $48.39 $191K - $244K
33K $1.59M
APH
Amphenol Corp

Technology
8.46K
New
$61.62 - $78.55 $521K - $664K
8.46K $554K
ORCC
Owl Rock Capital Corp

Financial Services
39.8K
+ 41.51%
N/A
136K $1.82M
PAA
Plains All American Pipeline LP

Energy
14.9K
+ 22.44%
$17.32 - $20.96 $258K - $312K
81.2K $1.62M
LNG
Cheniere Energy, Inc.

Energy
2.03K
+ 182.81%
$209.32 - $253.66 $425K - $515K
3.14K $727K
DFS
Discover Financial Services

Financial Services
2.7K
New
$152.99 - $203.25 $412K - $548K
2.7K $460K
PNW
Pinnacle West Capital Corp

Utilities
4.19K
+ 73.27%
$81.76 - $95.25 $342K - $399K
9.91K $943K
NFG
National Fuel Gas CO

Energy
2.05K
+ 12.99%
$60.71 - $79.19 $125K - $162K
17.9K $1.41M
TPR
Tapestry, Inc.

Consumer Cyclical
4.62K
+ 38.71%
$65.63 - $89.21 $303K - $412K
16.6K $1.17M
DVN
Devon Energy Corp

Energy
7.9K
+ 44.95%
$33.15 - $38.55 $262K - $305K
25.5K $952K
ULTA
Ulta Beauty, Inc.

Consumer Cyclical
960
New
$314.47 - $431.35 $302K - $414K
960 $351K
PANW
Palo Alto Networks Inc

Technology
2.01K
New
$167.82 - $208.28 $337K - $419K
2.01K $342K
SPGI
S&P Global Inc.

Financial Services
652
New
$478.26 - $543.77 $312K - $355K
652 $331K
NOC
Northrop Grumman Corp

Industrials
598
+ 118.18%
$433.45 - $513.82 $259K - $307K
1.1K $565K
XME
Spdr Ser Tr Spdr S&P Metals &

ETFs
7.08K
+ 7.73%
$53.81 - $62.59 $381K - $443K
98.8K $5.53M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
233
+ 10.17%
$442.66 - $534.52 $103K - $125K
2.52K $1.34M
CMI
Cummins Inc

Industrials
1.29K
+ 41.47%
$312.92 - $386.07 $404K - $498K
4.4K $1.38M
RGTI
Rigetti Computing, Inc.

Technology
34.7K
New
$6.05 - $19.51 $210K - $677K
34.7K $274K
HCA
Hca Healthcare, Inc.

Healthcare
224
+ 5.25%
$296.7 - $345.55 $66.5K - $77.4K
4.49K $1.55M
JNJ
Johnson & Johnson

Healthcare
1.59K
New
$142.06 - $167.7 $226K - $267K
1.59K $263K
EOG
Eog Resources Inc

Energy
1.62K
+ 17.5%
$120.54 - $138.05 $195K - $223K
10.9K $1.39M
T
At&T Inc.

Communication Services
872
+ 2.07%
$21.56 - $28.28 $18.8K - $24.7K
43K $1.22M
BAC
Bank Of America Corp

Financial Services
7.08K
+ 40.05%
$39.61 - $47.74 $281K - $338K
24.8K $1.03M
BKR
Baker Hughes CO

Energy
5.71K
New
$41.16 - $48.85 $235K - $279K
5.71K $250K
SPXX
Nuveen S&P 500 Dynamic Overwrite Fund

Financial Services
16.5K
+ 43.49%
$16.84 - $18.41 $278K - $304K
54.5K $921K
RTX
Raytheon Technologies Corp

Industrials
1.82K
New
$114.1 - $135.66 $208K - $247K
1.82K $240K
DRI
Darden Restaurants Inc

Consumer Cyclical
1.07K
New
$180.02 - $208.56 $192K - $222K
1.07K $221K
WTRG
Essential Utilities, Inc.

Utilities
5.33K
New
$33.49 - $40.57 $178K - $216K
5.33K $210K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
2.94K
+ 32.75%
$165.25 - $224.62 $486K - $661K
11.9K $1.98M
VEA
Vanguard Ftse Developed Market

ETFs
4.06K
New
$47.4 - $52.99 $192K - $215K
4.06K $206K
CRWD
Crowd Strike Holdings, Inc.

Technology
517
+ 30.83%
$308.86 - $455.36 $160K - $235K
2.19K $773K
GE
General Electric CO

Industrials
300
+ 8.88%
$168.59 - $212.13 $50.6K - $63.6K
3.68K $736K
NRG
Nrg Energy, Inc.

Utilities
963
+ 6.76%
$84.82 - $113.33 $81.7K - $109K
15.2K $1.45M
UBER
Uber Technologies, Inc

Technology
839
+ 13.74%
$63.17 - $81.49 $53K - $68.4K
6.94K $505K
ABC
Amerisourcebergen Corp

Healthcare
730
+ 14.04%
N/A
5.93K $1.1M
MSFT
Microsoft Corp

Technology
1.79K
+ 15.09%
$375.39 - $447.2 $672K - $800K
13.7K $5.12M
LLY
Eli Lilly & CO

Healthcare
14
+ 0.7%
$725.72 - $929.72 $10.2K - $13K
2.02K $1.67M
F
Ford Motor CO

Consumer Cyclical
11.8K
New
$9.12 - $10.43 $108K - $124K
11.8K $118K
PWR
Quanta Services, Inc.

Industrials
515
+ 64.29%
$236.71 - $358.03 $122K - $184K
1.32K $334K
Activity Summary
Buys All Purchases 92 New Holdings 20 Increased Positions 72 Sells All Sells 81 Reductions 81 Sold out 0 Options Calls 0 Puts 0
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