Fortem Financial Group, LLC Reduced Holdings in Q1 2025

Fortem Financial Group, LLC

  • $249 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
RIG
Transocean Ltd.

Energy
-9.7K
- 42.73%
$2.67 - $4.28 $25.9K - $41.5K
13K $41K
SAMT
Advisors Inn.Circle Fd Iii Str
-1.64K
- 1.76%
$28.43 - $33.08 $46.5K - $54.1K
91.2K $2.66M
UNH
Unitedhealth Group Inc

Healthcare
-109
- 13.33%
$461.52 - $548.18 $50.3K - $59.8K
709 $371K
SHW
Sherwin Williams CO

Basic Materials
-147
- 14.41%
$330.16 - $365.55 $48.5K - $53.7K
873 $304K
PFF
Ishares Trust Ishares Pfd And

ETFs
-837
- 5.87%
$30.73 - $32.26 $25.7K - $27K
13.4K $412K
PG
Procter & Gamble CO

Consumer Defensive
-219
- 6.45%
$158.56 - $176.26 $34.7K - $38.6K
3.18K $541K
UWMC
Uwm Holdings Corp

Financial Services
-3.65K
- 20.42%
$5.43 - $6.63 $19.8K - $24.2K
14.2K $77K
ADSK
Autodesk, Inc.

Technology
-110
- 1.42%
N/A
7.63K $1.87M
COP
Conocophillips

Energy
-380
- 12.01%
$88.6 - $105.85 $33.7K - $40.2K
2.78K $292K
IBM
International Business Machines Corp

Technology
-510
- 13.36%
$217.4 - $264.74 $111K - $135K
3.31K $822K
FR
First Industrial Realty Trust Inc

Real Estate
-942
- 9.13%
$48.46 - $57.99 $45.6K - $54.6K
9.38K $505K
PEP
Pepsico Inc

Consumer Defensive
-10
- 0.52%
$142.64 - $156.42 $1.43K - $1.56K
1.91K $285K
Bullfrog Ai Hldgs Inc
-600
- 1.19%
N/A
50K $0
TXN
Texas Instruments Inc

Technology
-2
- 0.17%
N/A
1.19K $231K
Arm Holdings PLC
-330
- 4.37%
N/A
7.22K $0
EWRE
Invesco S&P 500 Equal Weight R

ETFs
-614
- 5.28%
N/A
11K $0
KO
Coca Cola CO

Consumer Defensive
-467
- 10.53%
$60.81 - $72.32 $28.4K - $33.8K
3.97K $284K
XLF
Financial Sector Spdr

ETFs
-26
- 0.23%
$47.32 - $52.19 $1.23K - $1.36K
11.2K $558K
MO
Altria Group, Inc.

Consumer Defensive
-216
- 5.26%
$50.81 - $60.02 $11K - $13K
3.89K $233K
FNF
Fidelity National Financial, Inc.

Financial Services
-1.9K
- 11.71%
$54.25 - $65.27 $103K - $124K
14.3K $931K
INTC
Intel Corp

Technology
-236
- 2.22%
$19.1 - $27.39 $4.51K - $6.46K
10.4K $236K
MA
Mastercard Inc

Financial Services
-5
- 0.33%
$504.67 - $576.31 $2.52K - $2.88K
1.49K $817K
EPD
Enterprise Products Partners L.P.

Energy
-1.32K
- 4.53%
$31.75 - $34.14 $41.9K - $45K
27.8K $948K
CVX
Chevron Corp

Energy
-22
- 1.06%
$146.71 - $167.97 $3.23K - $3.7K
2.06K $344K
JPM
Jpmorgan Chase & CO

Financial Services
-76
- 0.62%
$225.19 - $279.95 $17.1K - $21.3K
12.1K $2.97M
COST
Costco Wholesale Corp

Consumer Defensive
-2
- 0.09%
$890.62 - $1076.86 $1.78K - $2.15K
2.15K $2.03M
ABT
Abbott Laboratories

Healthcare
-725
- 9.0%
$111.1 - $140.22 $80.5K - $102K
7.33K $972K
GILD
Gilead Sciences, Inc.

Healthcare
-246
- 3.69%
$89.14 - $117.41 $21.9K - $28.9K
6.42K $719K
ABBV
Abb Vie Inc.

Healthcare
-780
- 9.03%
$169.2 - $216.66 $132K - $169K
7.86K $1.65M
MPLX
Mplx LP

Energy
-224
- 0.8%
$47.88 - $54.65 $10.7K - $12.2K
27.9K $1.49M
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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