Fortem Financial Group, LLC Reduced Holdings in Q2 2025

Fortem Financial Group, LLC

  • $299 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
MCD
Mcdonalds Corp

Consumer Cyclical
-13
- 0.67%
$285.55 - $321.23 $3.71K - $4.18K
1.91K $559K
PHM
Pultegroup Inc

Consumer Cyclical
-400
- 15.97%
$92.02 - $106.54 $36.8K - $42.6K
2.11K $221K
GILD
Gilead Sciences, Inc.

Healthcare
-115
- 1.79%
$96.91 - $113.0 $11.1K - $13K
6.31K $699K
MO
Altria Group, Inc.

Consumer Defensive
-145
- 3.73%
$55.56 - $60.91 $8.06K - $8.83K
3.74K $219K
RIG
Transocean Ltd.

Energy
-1K
- 7.69%
$2.13 - $3.32 $2.13K - $3.32K
12K $31K
HIG
Hartford Financial Services Group, Inc.

Financial Services
-124
- 6.9%
$109.83 - $131.67 $13.6K - $16.3K
1.67K $212K
KMI
Kinder Morgan, Inc.

Energy
-399
- 4.12%
$25.21 - $29.4 $10.1K - $11.7K
9.28K $272K
F
Ford Motor CO

Consumer Cyclical
-1.04K
- 8.81%
$8.69 - $10.85 $9.06K - $11.3K
10.8K $117K
Blackrock Inc
-8
- 1.15%
N/A
687 $0
EWRE
Invesco S&P 500 Equal Weight R

ETFs
-83
- 0.75%
N/A
10.9K $0
MA
Mastercard Inc

Financial Services
-7
- 0.47%
$479.92 - $590.74 $3.36K - $4.14K
1.48K $833K
BLD
Top Build Corp

Industrials
-163
- 3.08%
$275.93 - $326.59 $45K - $53.2K
5.14K $1.66M
CAT
Caterpillar Inc

Industrials
-147
- 6.69%
$273.94 - $388.21 $40.3K - $57.1K
2.05K $795K
ALV
Autoliv Inc

Consumer Cyclical
-792
- 11.46%
$76.77 - $113.1 $60.8K - $89.6K
6.12K $684K
SYF
Synchrony Financial

Financial Services
-246
- 3.54%
$43.81 - $66.74 $10.8K - $16.4K
6.71K $447K
AMD
Advanced Micro Devices Inc

Technology
-175
- 5.73%
$78.21 - $143.81 $13.7K - $25.2K
2.88K $408K
MS
Morgan Stanley

Financial Services
-10
- 0.21%
$99.83 - $140.86 $998 - $1.41K
4.65K $654K
ADI
Analog Devices Inc

Technology
-346
- 5.47%
$164.6 - $238.02 $57K - $82.4K
5.98K $1.42M
SKYT
Sky Water Technology, Inc

Technology
-1K
- 1.41%
$5.85 - $10.45 $5.85K - $10.5K
70K $688K
JPM
Jpmorgan Chase & CO

Financial Services
-820
- 6.78%
$210.28 - $289.91 $172K - $238K
11.3K $3.27M
SAMT
Advisors Inn.Circle Fd Iii Str
-4.15K
- 4.55%
$27.04 - $34.43 $112K - $143K
87.1K $3M
GBTC
Grayscale Bitcoin Trust (Btc)

ETFs
-600
- 2.38%
$60.61 - $87.72 $36.4K - $52.6K
24.7K $2.09M
AVGO
Broadcom Inc.

Technology
-179
- 0.52%
$146.29 - $275.65 $26.2K - $49.3K
34.5K $9.52M
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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