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
CMCSA
Comcast Corp

Communication Services
2.49K
+ 12.11%
$33.19 - $38.23 $82.5K - $95.1K
23K $849K
PEAK
Healthpeak Properties, Inc.

Real Estate
3.76K
+ 7.64%
N/A
52.9K $1M
V
Visa Inc.

Financial Services
17
+ 1.16%
$306.92 - $362.71 $5.22K - $6.17K
1.49K $520K
OXY
Occidental Petroleum Corp

Energy
1.04K
+ 6.63%
$45.45 - $52.7 $47.2K - $54.8K
16.7K $825K
AEP
American Electric Power CO Inc

Utilities
21
+ 0.79%
$90.32 - $109.27 $1.9K - $2.29K
2.7K $294K
MCD
Mcdonalds Corp

Consumer Cyclical
10
+ 0.52%
$279.74 - $321.29 $2.8K - $3.21K
1.93K $601K
LHX
L3 Harris Technologies, Inc.

Industrials
181
+ 4.52%
$194.65 - $222.86 $35.2K - $40.3K
4.18K $875K
VO
Vanguard Mid Cap ETF

ETFs
150
+ 10.37%
$251.87 - $277.95 $37.8K - $41.7K
1.6K $412K
SCHE
Schwab Strategic Tr Us Emergin

ETFs
516
+ 5.68%
$25.81 - $28.52 $13.3K - $14.7K
9.6K $264K
WFC
Wells Fargo & Company

Financial Services
150
+ 2.27%
$66.78 - $81.42 $10K - $12.2K
6.76K $485K
KMI
Kinder Morgan, Inc.

Energy
187
+ 1.97%
$26.1 - $31.22 $4.88K - $5.84K
9.68K $276K
AMAT
Applied Materials Inc

Technology
1.37K
+ 12.97%
$145.06 - $195.51 $198K - $267K
11.9K $1.73M
AMZN
Amazon Com Inc

Consumer Cyclical
3.25K
+ 15.42%
$190.26 - $242.06 $618K - $786K
24.3K $4.63M
AMD
Advanced Micro Devices Inc

Technology
475
+ 18.43%
$96.63 - $129.55 $45.9K - $61.5K
3.05K $313K
Blackrock Inc
695
New
N/A
695 $0
Ge Vernova Inc
1.29K
+ 147.21%
N/A
2.17K $0
Grayscale Bitcoin Mini Tr Et
6.34K
New
N/A
6.34K $0
Lam Research Corp
9.62K
New
N/A
9.62K $0
Annaly Capital Management In
14.3K
+ 11.15%
N/A
143K $0
BLD
Top Build Corp

Industrials
64
+ 1.22%
$295.17 - $354.82 $18.9K - $22.7K
5.3K $1.62M
GS
Goldman Sachs Group Inc

Financial Services
1
+ 0.18%
$524.81 - $672.19 $525 - $672
564 $308K
ALV
Autoliv Inc

Consumer Cyclical
156
+ 2.31%
$87.68 - $102.7 $13.7K - $16K
6.91K $611K
SPG
Simon Property Group Inc

Real Estate
230
+ 1.98%
$159.48 - $187.78 $36.7K - $43.2K
11.8K $1.96M
SPY
Spdr S&P 500 ETF Trust

ETFs
62
+ 2.2%
$551.42 - $612.93 $34.2K - $38K
2.88K $1.61M
VV
Vanguard Large Cap ETF

ETFs
155
+ 1.35%
$253.32 - $282.66 $39.3K - $43.8K
11.6K $2.99M
KULR
Kulr Technology Group, Inc.

Technology
5K
+ 5.95%
$1.13 - $3.47 $5.65K - $17.4K
89.1K $117K
OC
Owens Corning

Industrials
648
+ 5.47%
$137.83 - $191.19 $89.3K - $124K
12.5K $1.78M
GBTC
Grayscale Bitcoin Trust (Btc)

ETFs
7
+ 0.03%
$62.43 - $84.12 $437 - $589
25.3K $1.65M
BX
Blackstone Inc.

Financial Services
799
+ 7.23%
$136.53 - $186.74 $109K - $149K
11.8K $1.66M
AI
C3.Ai, Inc.

Technology
3.29K
+ 12.47%
$20.92 - $36.93 $68.9K - $122K
29.7K $625K
NTAP
Net App, Inc.

Technology
82
+ 0.79%
$87.84 - $126.3 $7.2K - $10.4K
10.5K $918K
EMR
Emerson Electric CO

Industrials
327
+ 1.32%
$108.64 - $131.17 $35.5K - $42.9K
25K $2.74M
QQQ
Invesco Qqq Trust, Series 1

ETFs
270
+ 2.41%
$468.34 - $539.52 $126K - $146K
11.5K $5.39M
GOOGL
Alphabet Inc.

Communication Services
1.41K
+ 7.35%
$154.33 - $206.19 $217K - $290K
20.5K $3.17M
EME
Emcor Group, Inc.

Industrials
374
+ 5.36%
$361.16 - $535.99 $135K - $200K
7.35K $2.72M
SKYT
Sky Water Technology, Inc

Technology
1K
+ 1.43%
$7.06 - $15.69 $7.06K - $15.7K
71K $503K
DELL
Dell Technologies Inc.

Technology
1.24K
+ 3.49%
$90.34 - $124.66 $112K - $154K
36.6K $3.33M
URA
Global X Uranium ETF

ETFs
2.19K
+ 0.62%
$22.92 - $30.98 $50.1K - $67.7K
356K $8.16M
AVGO
Broadcom Inc.

Technology
2.43K
+ 7.52%
$167.43 - $244.7 $406K - $594K
34.7K $5.81M
NVDA
Nvidia Corp

Technology
1.91K
+ 2.37%
$106.98 - $149.43 $205K - $286K
82.7K $8.97M
TSLA
Tesla, Inc.

Consumer Cyclical
525
+ 2.21%
$222.15 - $428.22 $117K - $225K
24.3K $6.3M
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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