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
NRG
Nrg Energy, Inc.

Utilities
450
+ 3.26%
$85.3 - $101.61 $38.4K - $45.7K
14.3K $1.29M
ALV
Autoliv Inc

Consumer Cyclical
228
+ 3.49%
$91.27 - $101.57 $20.8K - $23.2K
6.75K $633K
RF
Regions Financial Corp

Financial Services
700
+ 2.52%
$22.45 - $27.47 $15.7K - $19.2K
28.5K $669K
ABC
Amerisourcebergen Corp

Healthcare
109
+ 2.14%
N/A
5.2K $962K
ADSK
Autodesk, Inc.

Technology
81
+ 1.06%
N/A
7.74K $1.9M
EOG
Eog Resources Inc

Energy
164
+ 1.81%
$118.22 - $136.54 $19.4K - $22.4K
9.23K $1.13M
VO
Vanguard Mid Cap ETF

ETFs
60
+ 4.33%
$261.5 - $284.63 $15.7K - $17.1K
1.45K $381K
VTI
Vanguard Total Stock Market Et

ETFs
7
+ 0.51%
$280.04 - $302.45 $1.96K - $2.12K
1.38K $401K
PAVE
Global X Fds Us Infrastructure

ETFs
836
+ 2.54%
$40.41 - $45.95 $33.8K - $38.4K
33.8K $1.36M
MO
Altria Group, Inc.

Consumer Defensive
48
+ 1.18%
$49.06 - $57.74 $2.35K - $2.77K
4.11K $214K
UNH
Unitedhealth Group Inc

Healthcare
117
+ 16.69%
$485.52 - $625.25 $56.8K - $73.2K
818 $413K
IBM
International Business Machines Corp

Technology
27
+ 0.71%
$204.9 - $238.04 $5.53K - $6.43K
3.82K $839K
NAT
Nordic American Tankers LTD

Industrials
6
+ 0.03%
N/A
23.5K $93K
LHX
L3 Harris Technologies, Inc.

Industrials
465
+ 13.15%
$208.94 - $264.22 $97.2K - $123K
4K $841K
Arm Holdings PLC
350
+ 4.86%
N/A
7.55K $0
ABT
Abbott Laboratories

Healthcare
63
+ 0.79%
$111.93 - $119.39 $7.05K - $7.52K
8.06K $911K
Annaly Capital Management In
3.3K
+ 2.64%
N/A
128K $0
PM
Philip Morris International Inc.

Consumer Defensive
93
+ 0.71%
$118.38 - $133.06 $11K - $12.4K
13.2K $1.58M
EBAY
Ebay Inc

Consumer Cyclical
483
+ 4.57%
$57.51 - $67.17 $27.8K - $32.4K
11.1K $685K
DVN
Devon Energy Corp

Energy
2.67K
+ 17.93%
$30.52 - $42.96 $81.5K - $115K
17.6K $575K
UBER
Uber Technologies, Inc

Technology
1.07K
+ 21.28%
$59.93 - $86.34 $64.2K - $92.5K
6.11K $368K
PNW
Pinnacle West Capital Corp

Utilities
124
+ 2.22%
$84.03 - $94.52 $10.4K - $11.7K
5.72K $484K
HD
Home Depot, Inc.

Consumer Cyclical
30
+ 1.85%
$385.02 - $431.37 $11.6K - $12.9K
1.65K $642K
HIG
Hartford Financial Services Group, Inc.

Financial Services
2
+ 0.08%
$107.06 - $123.74 $214 - $247
2.66K $291K
PEG
Public Service Enterprise Group Inc

Utilities
164
+ 1.99%
$81.87 - $94.51 $13.4K - $15.5K
8.39K $709K
AEP
American Electric Power CO Inc

Utilities
24
+ 0.91%
$90.91 - $102.21 $2.18K - $2.45K
2.68K $246K
MCD
Mcdonalds Corp

Consumer Cyclical
6
+ 0.31%
$288.47 - $316.54 $1.73K - $1.9K
1.92K $555K
IT
Gartner Inc

Technology
73
+ 2.63%
$481.22 - $551.8 $35.1K - $40.3K
2.85K $1.38M
OC
Owens Corning

Industrials
252
+ 2.17%
$169.41 - $210.81 $42.7K - $53.1K
11.8K $2.02M
LRCX
Lam Research Corp

Technology
3.53K
+ 928.95%
$70.05 - $814.09 $247K - $2.87M
3.91K $282K
CBOE
Cboe Global Markets, Inc.

Financial Services
99
+ 1.64%
$191.61 - $217.84 $19K - $21.6K
6.12K $1.2M
INTC
Intel Corp

Technology
67
+ 0.63%
$19.07 - $26.23 $1.28K - $1.76K
10.7K $213K
MSFT
Microsoft Corp

Technology
157
+ 1.34%
$406.35 - $454.46 $63.8K - $71.4K
11.9K $5M
ITT
Itt Inc.

Industrials
220
+ 2.15%
$140.12 - $159.62 $30.8K - $35.1K
10.4K $1.49M
XOM
Exxon Mobil Corp

Energy
402
+ 4.73%
$105.51 - $125.37 $42.4K - $50.4K
8.9K $957K
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
817
+ 1.24%
$56.06 - $61.35 $45.8K - $50.1K
66.8K $3.77M
FR
First Industrial Realty Trust Inc

Real Estate
292
+ 2.91%
$49.6 - $55.9 $14.5K - $16.3K
10.3K $517K
ALLE
Allegion PLC

Industrials
245
+ 4.57%
$130.63 - $153.36 $32K - $37.6K
5.6K $732K
DELL
Dell Technologies Inc.

Technology
527
+ 1.51%
$111.96 - $144.21 $59K - $76K
35.3K $4.07M
GE
General Electric CO

Industrials
66
+ 1.99%
$159.95 - $194.23 $10.6K - $12.8K
3.38K $563K
FNF
Fidelity National Financial, Inc.

Financial Services
532
+ 3.39%
$55.19 - $63.83 $29.4K - $34K
16.2K $910K
MTG
Mgic Investment Corp

Financial Services
2.05K
+ 3.2%
$23.32 - $26.4 $47.9K - $54.2K
66.2K $1.57M
EMN
Eastman Chemical CO

Basic Materials
88
+ 2.13%
$90.03 - $110.64 $7.92K - $9.74K
4.22K $385K
SHY
Ishares Barclays 1 3 Year Trea

ETFs
313
+ 0.35%
$81.68 - $82.93 $25.6K - $26K
89K $7.3M
VLO
Valero Energy Corp

Energy
426
+ 4.03%
$118.59 - $144.02 $50.5K - $61.4K
11K $1.35M
XLU
Utilities Sector Spdr

ETFs
525
+ 2.15%
$74.89 - $82.93 $39.3K - $43.5K
25K $1.89M
ADI
Analog Devices Inc

Technology
116
+ 1.85%
$206.35 - $236.48 $23.9K - $27.4K
6.4K $1.36M
PHM
Pultegroup Inc

Consumer Cyclical
1
+ 0.04%
$108.86 - $149.04 $109 - $149
2.51K $272K
OGN
Organon & Co.

Healthcare
266
+ 1.09%
$14.44 - $18.83 $3.84K - $5.01K
24.7K $368K
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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