Fortem Financial Group, LLC Incresed Positions in Q2 2025

Fortem Financial Group, LLC

  • $299 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
UBER
Uber Technologies, Inc

Technology
800
+ 11.52%
$64.62 - $93.3 $51.7K - $74.6K
7.74K $722K
GE
General Electric CO

Industrials
15
+ 0.41%
$166.81 - $257.39 $2.5K - $3.86K
3.69K $950K
BKR
Baker Hughes CO

Energy
4.9K
+ 85.83%
$35.0 - $44.92 $171K - $220K
10.6K $406K
EXPE
Expedia Group, Inc.

Consumer Cyclical
900
+ 36.73%
$136.63 - $176.62 $123K - $159K
3.35K $565K
SPXX
Nuveen S&P 500 Dynamic Overwrite Fund

Financial Services
3.89K
+ 7.13%
$14.86 - $17.74 $57.7K - $68.9K
58.4K $1.04M
ADSK
Autodesk, Inc.

Technology
423
+ 5.55%
N/A
8.05K $1.98M
GOOG
Alphabet Inc.

Communication Services
352
+ 22.45%
$146.58 - $180.01 $51.6K - $63.4K
1.92K $340K
GS
Goldman Sachs Group Inc

Financial Services
2
+ 0.35%
$462.22 - $707.75 $924 - $1.42K
566 $400K
PAA
Plains All American Pipeline LP

Energy
12.1K
+ 14.94%
$16.03 - $20.28 $194K - $246K
93.3K $1.71M
RTX
Raytheon Technologies Corp

Industrials
344
+ 18.91%
$113.75 - $148.48 $39.1K - $51.1K
2.16K $315K
OC
Owens Corning

Industrials
721
+ 5.77%
$126.32 - $147.75 $91.1K - $107K
13.2K $1.82M
PEAK
Healthpeak Properties, Inc.

Real Estate
1.67K
+ 3.15%
N/A
54.6K $1.04M
V
Visa Inc.

Financial Services
30
+ 2.02%
$308.27 - $373.31 $9.25K - $11.2K
1.52K $537K
TXN
Texas Instruments Inc

Technology
29
+ 2.44%
N/A
1.22K $237K
MPLX
Mplx LP

Energy
1.14K
+ 4.09%
$46.68 - $53.89 $53.3K - $61.5K
29K $1.49M
PG
Procter & Gamble CO

Consumer Defensive
225
+ 7.08%
$157.66 - $172.39 $35.5K - $38.8K
3.4K $541K
Arm Holdings PLC
1.5K
+ 20.78%
N/A
8.72K $0
Grayscale Bitcoin Mini Tr Et
661
+ 10.43%
N/A
7K $0
Annaly Capital Management In
18.5K
+ 12.98%
N/A
161K $0
Lam Research Corp
16.3K
+ 169.38%
N/A
25.9K $0
KO
Coca Cola CO

Consumer Defensive
29
+ 0.73%
$68.37 - $73.9 $1.98K - $2.14K
4K $282K
CMCSA
Comcast Corp

Communication Services
462
+ 2.01%
$32.84 - $36.72 $15.2K - $17K
23.5K $838K
AEP
American Electric Power CO Inc

Utilities
22
+ 0.82%
$98.59 - $109.11 $2.17K - $2.4K
2.72K $282K
PEP
Pepsico Inc

Consumer Defensive
1
+ 0.05%
$128.02 - $151.37 $128 - $151
1.91K $251K
LLY
Eli Lilly & CO

Healthcare
55
+ 2.72%
$713.71 - $898.95 $39.3K - $49.4K
2.08K $1.62M
AAPL
Apple Inc.

Technology
237
+ 0.87%
$172.42 - $223.89 $40.9K - $53.1K
27.5K $5.65M
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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