Fortem Financial Group, LLC Incresed Positions in Q4 2024

Fortem Financial Group, LLC

  • $252 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
TSLA
Tesla, Inc.

Consumer Cyclical
718
+ 3.11%
$213.65 - $479.86 $153K - $345K
23.8K $9.6M
PLTR
Palantir Technologies Inc.

Technology
710
+ 0.95%
$36.46 - $82.38 $25.9K - $58.5K
75.4K $5.7M
AAPL
Apple Inc.

Technology
2.5K
+ 9.85%
$221.69 - $259.02 $553K - $647K
27.8K $6.97M
AMZN
Amazon Com Inc

Consumer Cyclical
1.53K
+ 7.81%
$180.88 - $232.93 $276K - $355K
21.1K $4.62M
ET
Energy Transfer LP

Energy
5.57K
+ 2.78%
$16.05 - $19.86 $89.3K - $111K
206K $4.03M
PYPL
Pay Pal Holdings, Inc.

Financial Services
7.29K
+ 28.03%
$77.25 - $91.3 $563K - $666K
33.3K $2.84M
GOOGL
Alphabet Inc.

Communication Services
2.04K
+ 11.91%
$161.86 - $196.66 $329K - $400K
19.1K $3.62M
GBTC
Grayscale Bitcoin Trust (Btc)

ETFs
500
+ 2.02%
$47.29 - $84.74 $23.6K - $42.4K
25.3K $1.88M
JPM
Jpmorgan Chase & CO

Financial Services
333
+ 2.81%
$205.18 - $250.29 $68.3K - $83.3K
12.2K $2.92M
EMR
Emerson Electric CO

Industrials
458
+ 1.89%
$108.13 - $134.33 $49.5K - $61.5K
24.7K $3.06M
CSCO
Cisco Systems, Inc.

Technology
91
+ 0.17%
$52.45 - $60.02 $4.77K - $5.46K
53.9K $3.19M
QQQ
Invesco Qqq Trust, Series 1

ETFs
109
+ 0.98%
$481.22 - $538.17 $52.5K - $58.7K
11.2K $5.74M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
409
+ 4.77%
$172.07 - $207.36 $70.4K - $84.8K
8.99K $1.77M
XLF
Financial Sector Spdr

ETFs
5.13K
+ 83.96%
$44.89 - $51.34 $230K - $263K
11.2K $542K
GM
General Motors CO

Consumer Cyclical
630
+ 2.36%
$44.82 - $60.2 $28.2K - $37.9K
27.3K $1.46M
BX
Blackstone Inc.

Financial Services
264
+ 2.45%
$148.45 - $199.05 $39.2K - $52.5K
11K $1.91M
MPLX
Mplx LP

Energy
3.5K
+ 14.23%
$43.77 - $51.66 $153K - $181K
28.1K $1.34M
META
Meta Platforms, Inc.

Communication Services
206
+ 3.07%
$554.08 - $632.68 $114K - $130K
6.92K $4.08M
WMT
Walmart Inc.

Consumer Defensive
508
+ 3.13%
$79.1 - $95.7 $40.2K - $48.6K
16.8K $1.51M
EME
Emcor Group, Inc.

Industrials
32
+ 0.46%
$427.96 - $526.95 $13.7K - $16.9K
6.98K $3.17M
HBAN
Huntington Bancshares Inc

Financial Services
2.62K
+ 3.25%
$14.18 - $18.2 $37.2K - $47.7K
83.2K $1.35M
NFLX
Netflix Inc

Communication Services
67
+ 17.63%
$687.65 - $936.56 $46.1K - $62.7K
447 $398K
EPD
Enterprise Products Partners L.P.

Energy
2.12K
+ 7.87%
$28.66 - $34.43 $60.9K - $73.1K
29.1K $912K
PCAR
Paccar Inc

Industrials
747
+ 9.25%
$97.92 - $118.41 $73.1K - $88.5K
8.82K $917K
SYF
Synchrony Financial

Financial Services
1
+ 0.01%
$49.01 - $68.55 $49 - $68.6
8K $519K
CRWD
Crowd Strike Holdings, Inc.

Technology
50
+ 3.07%
$275.15 - $388.2 $13.8K - $19.4K
1.68K $573K
CASY
Caseys General Stores Inc

Consumer Cyclical
125
+ 3.93%
$366.65 - $427.88 $45.8K - $53.5K
3.31K $1.31M
BAC
Bank Of America Corp

Financial Services
908
+ 5.41%
$39.22 - $47.77 $35.6K - $43.4K
17.7K $777K
EXPE
Expedia Group, Inc.

Consumer Cyclical
100
+ 4.26%
$146.47 - $191.01 $14.6K - $19.1K
2.45K $456K
BLK
Black Rock Inc.

Financial Services
43
+ 6.53%
$934.02 - $1065.26 $40.2K - $45.8K
701 $718K
GILD
Gilead Sciences, Inc.

Healthcare
407
+ 6.5%
$83.95 - $97.9 $34.2K - $39.8K
6.67K $616K
IDA
Idacorp Inc

Utilities
433
+ 6.06%
$100.11 - $118.96 $43.3K - $51.5K
7.58K $827K
VV
Vanguard Large Cap ETF

ETFs
60
+ 0.53%
$260.27 - $280.65 $15.6K - $16.8K
11.5K $3.09M
PNC
Pnc Financial Services Group, Inc.

Financial Services
114
+ 1.58%
$178.39 - $215.0 $20.3K - $24.5K
7.33K $1.41M
SPY
Spdr S&P 500 ETF Trust

ETFs
80
+ 2.92%
$567.81 - $607.81 $45.4K - $48.6K
2.82K $1.65M
AZO
Autozone Inc

Consumer Cyclical
17
+ 4.72%
$2981.19 - $3370.27 $50.7K - $57.3K
377 $1.21M
COST
Costco Wholesale Corp

Consumer Defensive
5
+ 0.23%
$873.59 - $994.69 $4.37K - $4.97K
2.15K $1.97M
ORCC
Owl Rock Capital Corp

Financial Services
4.92K
+ 5.4%
N/A
95.9K $1.28M
MA
Mastercard Inc

Financial Services
14
+ 0.94%
$491.3 - $536.15 $6.88K - $7.51K
1.5K $787K
HPE
Hewlett Packard Enterprise CO

Technology
342
+ 0.63%
$19.31 - $23.95 $6.6K - $8.19K
55K $1.17M
GOOG
Alphabet Inc.

Communication Services
104
+ 6.8%
$163.08 - $198.16 $17K - $20.6K
1.63K $310K
NTAP
Net App, Inc.

Technology
1.07K
+ 11.47%
$115.31 - $131.11 $123K - $140K
10.4K $1.2M
FISV
Fiserv Inc

Technology
374
+ 6.24%
N/A
6.36K $796K
GS
Goldman Sachs Group Inc

Financial Services
1
+ 0.18%
$486.1 - $608.57 $486 - $609
563 $322K
NFG
National Fuel Gas CO

Energy
716
+ 4.75%
$58.89 - $64.23 $42.2K - $46K
15.8K $958K
SPG
Simon Property Group Inc

Real Estate
40
+ 0.35%
$167.23 - $183.84 $6.69K - $7.35K
11.6K $2M
SRE
Sempra Energy

Utilities
184
+ 3.79%
$80.81 - $94.77 $14.9K - $17.4K
5.04K $441K
PEAK
Healthpeak Properties, Inc.

Real Estate
1.67K
+ 3.51%
N/A
49.2K $933K
PAA
Plains All American Pipeline LP

Energy
2.77K
+ 4.36%
$16.27 - $18.67 $45.1K - $51.8K
66.3K $1.13M
Activity Summary
Buys All Purchases 122 New Holdings 6 Increased Positions 116 Sells All Sells 33 Reductions 33 Sold out 0 Options Calls 0 Puts 0
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