Fortem Financial Group, LLC Portfolio Holdings
Fortem Financial Group, LLC
- $252 Million
- Q4 2024
Fortem Financial Group, LLC has filed its 13F form on January 06, 2025 for Q4 2024 where it was disclosed a total value porftolio of $252 Million distributed in 176 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 $11.3M, Nvidia Corp with a value of $10.9M, Tesla, Inc. with a value of $9.6M, Global X Uranium ETF with a value of $9.48M, and Broadcom Inc. with a value of $7.49M.
Examining the 13F form we can see an increase of $12.6M in the current position value, from $240M to 252M.
Below you can find more details about Fortem Financial Group, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$252 Million
Technology: $64.1 Million
ETFs: $61.5 Million
Financial Services: $22.8 Million
Consumer Cyclical: $22.6 Million
Industrials: $19.3 Million
Energy: $15.4 Million
Communication Services: $12.9 Million
Healthcare: $10.7 Million
Other: $20.4 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
Summary
- Portfolio
- No. of Stocks 176
- Current Value $252 Million
- Prior Value $240 Million
- Filing
- Period Q4 2024
- Filing Date January 06, 2025
- Form Type 13F-HR
- Activity in Q4 2024
- New Purchases 6 stocks
- Additional Purchases 116 stocks
- Sold out of 0 stocks
- Reduced holdings in 33 stocks