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Fortem Financial Group, Llc

Portfolio Manager
Fortem Financial Group, Llc
Performance
-1.09% (2026 Q1)
AUM (13F)
$398.52M
# of Holdings
173
Performance Rank
Allocation (Top 20)
47.86%

Fortem Financial Group, Llc Holdings Map

Top 50 Fortem Financial Group, Llc Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
NVDA
NVIDIA CORPORATION
3.86%88.1K$15.4M
+5.06%(+4.24K)
2025-Q1: 82.7K shares2025-Q2: 83.5K shares2025-Q3: 80.8K shares2025-Q4: 83.9K shares2026-Q1: 88.1K shares
$36.09(+439.86%)
2026-03-31
URA
GLOBAL X FDS
3.66%301.1K$14.6M
-22.64%(-88.10K)
2025-Q1: 356.0K shares2025-Q2: 375.4K shares2025-Q3: 385.3K shares2025-Q4: 389.2K shares2026-Q1: 301.1K shares
$26.72(+61.78%)
2026-03-31
SRLN
SSGA ACTIVE ETF TR
3.62%359.8K$14.4M
+25.11%(+72.21K)
2025-Q1: 116.3K shares2025-Q2: 258.4K shares2025-Q3: 281.5K shares2025-Q4: 287.6K shares2026-Q1: 359.8K shares
$41.26(-2.70%)
2026-03-31
PLTR
PALANTIR TECHNOLOGIES INC
3.53%96.1K$14.1M
-2.63%(-2.60K)
2025-Q1: 85.3K shares2025-Q2: 92.3K shares2025-Q3: 96.1K shares2025-Q4: 98.7K shares2026-Q1: 96.1K shares
$37.32(+246.44%)
2026-03-31
AMLP
ALPS ETF TR
3.25%245.7K$12.9M
+1.49%(+3.60K)
2025-Q1: 241.3K shares2025-Q2: 239.4K shares2025-Q3: 243.3K shares2025-Q4: 242.1K shares2026-Q1: 245.7K shares
$44.86(+16.04%)
2026-03-31
AVGO
BROADCOM INC
2.45%31.5K$9.8M
-2.00%(-643)
2025-Q1: 34.7K shares2025-Q2: 34.5K shares2025-Q3: 31.8K shares2025-Q4: 32.2K shares2026-Q1: 31.5K shares
$57.64(+525.31%)
2026-03-31
TSLA
TESLA INC
2.43%26.0K$9.7M
+1.42%(+363)
2025-Q1: 24.3K shares2025-Q2: 24.7K shares2025-Q3: 25.0K shares2025-Q4: 25.6K shares2026-Q1: 26.0K shares
$238.05(+65.28%)
2026-03-31
KLAC
KLA CORP
2.42%6.6K$9.7M
-11.31%(-836)
2025-Q1: 6.4K shares2025-Q2: 7.6K shares2025-Q3: 7.4K shares2025-Q4: 7.4K shares2026-Q1: 6.6K shares
$407.91(-42.25%)
2026-03-31
VSLU
ETF OPPORTUNITIES TRUST
2.25%214.4K$9.0M
+2617.34%(+206.53K)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 7.9K shares2026-Q1: 214.4K shares
$43.05(+8.67%)
2026-03-31
XME
SPDR SERIES TRUST
2.24%82.8K$8.9M
-22.79%(-24.45K)
2025-Q1: 98.8K shares2025-Q2: 105.0K shares2025-Q3: 106.9K shares2025-Q4: 107.3K shares2026-Q1: 82.8K shares
$54.25(+93.79%)
2026-03-31

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