Fortem Financial Group, LLC Portfolio Holdings
Fortem Financial Group, LLC
- $240 Million
- Q3 2024
Fortem Financial Group, LLC has filed its 13F form on November 12, 2024 for Q3 2024 where it was disclosed a total value porftolio of $240 Million distributed in 174 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Alps ETF Tr Alerian Mlp ETF with a value of $11M, Global X Uranium ETF with a value of $10.1M, Nvidia Corp with a value of $9.83M, Ishares Barclays 1 3 Year Trea with a value of $7.38M, and Tesla, Inc. with a value of $6.03M.
Examining the 13F form we can see an increase of $13.3M in the current position value, from $226M to 240M.
Below you can find more details about Fortem Financial Group, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$240 Million
ETFs: $62.4 Million
Technology: $57.8 Million
Financial Services: $20.6 Million
Industrials: $19.4 Million
Consumer Cyclical: $17.5 Million
Energy: $13.7 Million
Healthcare: $12.4 Million
Communication Services: $12.2 Million
Other: $20.9 Million
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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