Fortem Financial Group, LLC Incresed Positions in Q3 2024

Fortem Financial Group, LLC

  • $240 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
URA
Global X Uranium ETF

ETFs
111K
+ 46.15%
$23.18 - $31.26 $2.57M - $3.47M
351K $10.1M
TSLA
Tesla, Inc.

Consumer Cyclical
1.77K
+ 8.29%
$191.76 - $263.26 $339K - $465K
23.1K $6.03M
BLD
Top Build Corp

Industrials
4.28K
+ 450.84%
$360.4 - $479.09 $1.54M - $2.05M
5.23K $2.13M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
7.18K
+ 512.57%
$147.95 - $191.05 $1.06M - $1.37M
8.58K $1.49M
GOOGL
Alphabet Inc.

Communication Services
8.24K
+ 93.26%
$148.65 - $191.18 $1.23M - $1.58M
17.1K $2.83M
CSCO
Cisco Systems, Inc.

Technology
14.1K
+ 35.66%
$44.74 - $53.22 $632K - $752K
53.8K $2.86M
PYPL
Pay Pal Holdings, Inc.

Financial Services
5.81K
+ 28.73%
$57.22 - $80.08 $332K - $465K
26K $2.03M
CMI
Cummins Inc

Industrials
2.27K
+ 249.28%
$266.63 - $326.4 $604K - $740K
3.18K $1.03M
AAPL
Apple Inc.

Technology
899
+ 3.68%
$207.23 - $234.82 $186K - $211K
25.4K $5.9M
OMC
Omnicom Group Inc.

Communication Services
3.54K
+ 12.76%
$87.69 - $103.9 $311K - $368K
31.3K $3.24M
EME
Emcor Group, Inc.

Industrials
459
+ 7.08%
$340.22 - $435.6 $156K - $200K
6.95K $2.99M
ADSK
Autodesk, Inc.

Technology
2.41K
+ 45.97%
$245.83 - $245.83 $593K - $593K
7.66K $1.88M
VLO
Valero Energy Corp

Energy
4.88K
+ 85.7%
$132.81 - $163.48 $648K - $798K
10.6K $1.43M
CMCSA
Comcast Corp

Communication Services
10.7K
+ 107.3%
$37.33 - $41.78 $398K - $446K
20.6K $861K
ABBV
Abb Vie Inc.

Healthcare
1.36K
+ 19.06%
$163.84 - $199.33 $223K - $271K
8.51K $1.68M
T
At&T Inc.

Communication Services
17.4K
+ 69.09%
$18.21 - $22.28 $316K - $387K
42.5K $934K
XME
Spdr Ser Tr Spdr S&P Metals &

ETFs
492
+ 0.54%
$54.2 - $65.22 $26.7K - $32.1K
91.7K $5.85M
ADI
Analog Devices Inc

Technology
1.77K
+ 39.27%
$200.56 - $243.33 $355K - $431K
6.28K $1.45M
AVGO
Broadcom Inc.

Technology
29.3K
+ 902.4%
$136.27 - $1745.86 $3.99M - $51.1M
32.5K $5.61M
BX
Blackstone Inc.

Financial Services
281
+ 2.68%
$120.77 - $159.66 $33.9K - $44.9K
10.8K $1.65M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
545
+ 29.62%
$405.19 - $478.57 $221K - $261K
2.39K $1.1M
LMT
Lockheed Martin Corp

Industrials
270
+ 17.29%
$460.3 - $584.56 $124K - $158K
1.83K $1.07M
LLY
Eli Lilly & CO

Healthcare
390
+ 23.67%
$772.14 - $960.02 $301K - $374K
2.04K $1.81M
EMR
Emerson Electric CO

Industrials
2.84K
+ 13.26%
$98.19 - $118.87 $278K - $337K
24.2K $2.65M
NRG
Nrg Energy, Inc.

Utilities
638
+ 4.85%
$68.89 - $91.22 $44K - $58.2K
13.8K $1.26M
CNC
Centene Corp

Healthcare
2.18K
+ 35.25%
$64.89 - $80.23 $141K - $175K
8.35K $628K
ITT
Itt Inc.

Industrials
44
+ 0.43%
$125.05 - $150.55 $5.5K - $6.62K
10.2K $1.53M
HD
Home Depot, Inc.

Consumer Cyclical
312
+ 23.82%
$333.64 - $405.2 $104K - $126K
1.62K $657K
EBAY
Ebay Inc

Consumer Cyclical
1.46K
+ 15.97%
$52.61 - $65.44 $76.6K - $95.3K
10.6K $688K
OC
Owens Corning

Industrials
914
+ 8.56%
$154.02 - $186.38 $141K - $170K
11.6K $2.04M
CAT
Caterpillar Inc

Industrials
115
+ 4.75%
$316.8 - $391.12 $36.4K - $45K
2.54K $991K
NVDA
Nvidia Corp

Technology
2.8K
+ 3.58%
$98.91 - $134.91 $277K - $378K
81K $9.83M
IT
Gartner Inc

Technology
15
+ 0.54%
$441.32 - $516.47 $6.62K - $7.75K
2.77K $1.41M
EPD
Enterprise Products Partners L.P.

Energy
5.42K
+ 25.12%
$27.88 - $30.0 $151K - $163K
27K $785K
ET
Energy Transfer LP

Energy
11.5K
+ 6.07%
$15.43 - $16.44 $177K - $188K
200K $3.21M
SRE
Sempra Energy

Utilities
1.33K
+ 37.75%
$74.97 - $84.04 $99.7K - $112K
4.85K $405K
RF
Regions Financial Corp

Financial Services
1.29K
+ 4.87%
$19.51 - $23.42 $25.1K - $30.2K
27.8K $647K
MA
Mastercard Inc

Financial Services
88
+ 6.31%
$429.6 - $500.99 $37.8K - $44.1K
1.48K $731K
GE
General Electric CO

Industrials
100
+ 3.11%
$156.66 - $189.66 $15.7K - $19K
3.31K $624K
SPY
Spdr S&P 500 ETF Trust

ETFs
53
+ 1.97%
$517.38 - $573.86 $27.4K - $30.4K
2.74K $1.57M
VTI
Vanguard Total Stock Market Et

ETFs
326
+ 31.02%
$255.18 - $283.2 $83.2K - $92.3K
1.38K $389K
COST
Costco Wholesale Corp

Consumer Defensive
36
+ 1.71%
$801.83 - $917.05 $28.9K - $33K
2.14K $1.9M
ABT
Abbott Laboratories

Healthcare
240
+ 3.1%
$100.07 - $118.13 $24K - $28.4K
7.99K $911K
TPR
Tapestry, Inc.

Consumer Cyclical
1.28K
+ 11.77%
$36.29 - $47.94 $46.3K - $61.2K
12.1K $569K
FR
First Industrial Realty Trust Inc

Real Estate
158
+ 1.6%
$47.13 - $56.97 $7.45K - $9K
10K $561K
PHM
Pultegroup Inc

Consumer Cyclical
1
+ 0.04%
$103.95 - $144.98 $104 - $145
2.5K $359K
CRWD
Crowd Strike Holdings, Inc.

Technology
627
+ 62.7%
$217.89 - $392.15 $137K - $246K
1.63K $456K
NTAP
Net App, Inc.

Technology
934
+ 11.16%
$114.18 - $134.62 $107K - $126K
9.31K $1.15M
AEP
American Electric Power CO Inc

Utilities
270
+ 11.34%
$87.11 - $104.95 $23.5K - $28.3K
2.65K $271K
Activity Summary
Buys All Purchases 98 New Holdings 28 Increased Positions 70 Sells All Sells 62 Reductions 62 Sold out 0 Options Calls 0 Puts 0
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