Fortem Financial Group, LLC Incresed Positions in Q1 2025

Fortem Financial Group, LLC

  • $249 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
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
NFLX
Netflix Inc

Communication Services
589
+ 131.77%
$828.4 - $1058.6 $488K - $624K
1.04K $966K
NEM
Newmont Corp

Basic Materials
5.05K
+ 18.06%
$37.79 - $48.39 $191K - $244K
33K $1.59M
AZO
Autozone Inc

Consumer Cyclical
85
+ 22.55%
$3193.96 - $3828.11 $271K - $325K
462 $1.76M
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
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
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
HCA
Hca Healthcare, Inc.

Healthcare
224
+ 5.25%
$296.7 - $345.55 $66.5K - $77.4K
4.49K $1.55M
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
SPXX
Nuveen S&P 500 Dynamic Overwrite Fund

Financial Services
16.5K
+ 43.49%
$16.84 - $18.41 $278K - $304K
54.5K $921K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
2.94K
+ 32.75%
$165.25 - $224.62 $486K - $661K
11.9K $1.98M
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
PWR
Quanta Services, Inc.

Industrials
515
+ 64.29%
$236.71 - $358.03 $122K - $184K
1.32K $334K
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
MS
Morgan Stanley

Financial Services
477
+ 11.41%
$111.68 - $141.08 $53.3K - $67.3K
4.66K $543K
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
Annaly Capital Management In
14.3K
+ 11.15%
N/A
143K $0
Ge Vernova Inc
1.29K
+ 147.21%
N/A
2.17K $0
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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