Fortem Financial Group, LLC Sells in Q3 2025

Fortem Financial Group, LLC

  • $335 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
ORCC
Owl Rock Capital Corp

Financial Services
-146K
- 77.33%
N/A
42.9K $574K
OC
Owens Corning

Industrials
-9.77K
- 73.95%
$136.56 - $157.69 $1.33M - $1.54M
3.44K $486K
DVN
Devon Energy Corp

Energy
-35K
- 73.43%
$31.75 - $36.99 $1.11M - $1.29M
12.7K $443K
LLY
Eli Lilly & CO

Healthcare
-537
- 25.88%
$625.65 - $812.69 $336K - $436K
1.54K $1.17M
SHY
Ishares Barclays 1 3 Year Trea

ETFs
-3.28K
- 41.13%
$82.38 - $83.0 $270K - $272K
4.7K $389K
OXY
Occidental Petroleum Corp

Energy
-6.73K
- 43.35%
$42.54 - $48.1 $286K - $323K
8.79K $415K
ET
Energy Transfer LP

Energy
-2.97K
- 1.64%
$17.11 - $18.16 $50.8K - $53.9K
178K $3.06M
FTNT
Fortinet, Inc.

Technology
-1.38K
- 36.42%
$74.39 - $107.65 $102K - $148K
2.4K $201K
WMT
Walmart Inc.

Consumer Defensive
-2.38K
- 27.05%
$94.4 - $104.27 $224K - $248K
6.41K $661K
GS
Goldman Sachs Group Inc

Financial Services
-304
- 53.71%
$696.56 - $806.32 $212K - $245K
262 $208K
SYF
Synchrony Financial

Financial Services
-2.8K
- 41.73%
$67.53 - $76.86 $189K - $215K
3.91K $277K
MA
Mastercard Inc

Financial Services
-314
- 21.16%
$550.18 - $598.96 $173K - $188K
1.17K $665K
PAA
Plains All American Pipeline LP

Energy
-1.96K
- 2.1%
$16.88 - $18.93 $33K - $37K
91.3K $1.56M
EPD
Enterprise Products Partners L.P.

Energy
-4.61K
- 18.21%
$30.74 - $32.14 $142K - $148K
20.7K $647K
T
At&T Inc.

Communication Services
-3.89K
- 10.03%
$26.94 - $29.62 $105K - $115K
34.9K $984K
FR
First Industrial Realty Trust Inc

Real Estate
-3.1K
- 39.06%
$47.58 - $52.64 $147K - $163K
4.83K $248K
CASY
Caseys General Stores Inc

Consumer Cyclical
-402
- 23.01%
$494.52 - $565.32 $199K - $227K
1.35K $760K
PG
Procter & Gamble CO

Consumer Defensive
-696
- 20.46%
$150.47 - $161.22 $105K - $112K
2.71K $415K
ABT
Abbott Laboratories

Healthcare
-794
- 13.92%
$120.51 - $136.62 $95.7K - $108K
4.91K $657K
HD
Home Depot, Inc.

Consumer Cyclical
-448
- 25.21%
$357.4 - $423.42 $160K - $190K
1.33K $538K
ITT
Itt Inc.

Industrials
-893
- 41.38%
$155.93 - $182.88 $139K - $163K
1.27K $226K
V
Visa Inc.

Financial Services
-265
- 17.49%
$332.09 - $358.86 $88K - $95.1K
1.25K $426K
FISV
Fiserv Inc

Technology
-883
- 36.23%
N/A
1.55K $194K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-261
- 11.6%
$459.11 - $506.91 $120K - $132K
1.99K $999K
CSCO
Cisco Systems, Inc.

Technology
-979
- 3.68%
$66.2 - $71.79 $64.8K - $70.3K
25.6K $1.75M
OMC
Omnicom Group Inc.

Communication Services
-1.54K
- 29.17%
$70.41 - $81.53 $108K - $126K
3.74K $304K
HBAN
Huntington Bancshares Inc

Financial Services
-5.5K
- 11.13%
$15.87 - $17.88 $87.3K - $98.4K
43.9K $758K
LMT
Lockheed Martin Corp

Industrials
-252
- 15.73%
$410.74 - $499.21 $104K - $126K
1.35K $673K
FNF
Fidelity National Financial, Inc.

Financial Services
-1.99K
- 16.79%
$51.22 - $61.07 $102K - $121K
9.86K $596K
CBOE
Cboe Global Markets, Inc.

Financial Services
-424
- 13.95%
$231.35 - $253.24 $98.1K - $107K
2.62K $641K
PANW
Palo Alto Networks Inc

Technology
-270
- 8.92%
$167.06 - $208.19 $45.1K - $56.2K
2.76K $561K
PEAK
Healthpeak Properties, Inc.

Real Estate
-2.9K
- 5.31%
N/A
51.7K $981K
PEG
Public Service Enterprise Group Inc

Utilities
-599
- 19.68%
$79.99 - $90.14 $47.9K - $54K
2.44K $203K
HPE
Hewlett Packard Enterprise CO

Technology
-4.21K
- 33.74%
$19.81 - $25.24 $83.3K - $106K
8.26K $202K
MPLX
Mplx LP

Energy
-108
- 0.37%
$49.42 - $52.71 $5.34K - $5.69K
28.9K $1.44M
LHX
L3 Harris Technologies, Inc.

Industrials
-697
- 22.57%
$252.18 - $305.41 $176K - $213K
2.39K $730K
AMD
Advanced Micro Devices Inc

Technology
-610
- 21.2%
$134.8 - $184.42 $82.2K - $112K
2.27K $366K
NTAP
Net App, Inc.

Technology
-1.36K
- 12.5%
$101.1 - $126.36 $137K - $172K
9.51K $1.13M
GILD
Gilead Sciences, Inc.

Healthcare
-281
- 4.45%
$108.22 - $120.47 $30.4K - $33.9K
6.03K $669K
GD
General Dynamics Corp

Industrials
-471
- 17.45%
$293.92 - $341.0 $138K - $161K
2.23K $759K
CVX
Chevron Corp

Energy
-303
- 17.63%
$145.57 - $161.83 $44.1K - $49K
1.42K $219K
PWR
Quanta Services, Inc.

Industrials
-178
- 13.53%
$372.29 - $421.68 $66.3K - $75.1K
1.14K $471K
XPO
Xpo Logistics, Inc.

Industrials
-228
- 12.32%
$118.79 - $138.31 $27.1K - $31.5K
1.62K $209K
MTG
Mgic Investment Corp

Financial Services
-1.28K
- 4.48%
$25.06 - $28.92 $32.1K - $37K
27.3K $774K
XLV
Select Sector Spdr Fund Health

ETFs
-177
- 9.48%
$129.01 - $139.72 $22.8K - $24.7K
1.69K $235K
XOM
Exxon Mobil Corp

Energy
-177
- 8.12%
$105.83 - $117.22 $18.7K - $20.7K
2K $225K
AEP
American Electric Power CO Inc

Utilities
-229
- 8.43%
$103.26 - $115.0 $23.6K - $26.3K
2.49K $280K
Annaly Capital Management In
-91
- 0.06%
N/A
161K $0
Grayscale Bitcoin Mini Tr Et
-205
- 2.93%
N/A
6.8K $0
Activity Summary
Buys All Purchases 77 New Holdings 10 Increased Positions 67 Sells All Sells 77 Reductions 77 Sold out 0 Options Calls 0 Puts 0
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