$171 Million is the total value of FORTEM FINANCIAL GROUP, LLC's 155 reported holdings in Q4 2022. The portfolio turnover from Q3 2022 to Q4 2022 was 5.8% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| AMJ | Buy | JPMORGAN CHASE & COalerian ml etn | $9,706,699 | +10.2% | 446,285 | +1.6% | 5.69% | -6.7% |
| FTSM | Buy | FIRST TR EXCHANGE-TRADED FDfirst tr enh new | $5,028,743 | +2317.7% | 84,602 | +2317.2% | 2.95% | +1947.2% |
| XLV | Sell | SELECT SECTOR SPDR TRsbi healthcare | $4,867,913 | +9.8% | 35,833 | -2.1% | 2.85% | -7.0% |
| XLF | New | SELECT SECTOR SPDR TRfinancial | $4,549,421 | – | 133,024 | +100.0% | 2.67% | – |
| XME | Sell | SPDR SER TRs&p metals mng | $4,406,284 | +7.2% | 88,462 | -8.6% | 2.58% | -9.2% |
| XLE | Buy | SELECT SECTOR SPDR TRenergy | $4,221,573 | +1949.3% | 48,263 | +1585.7% | 2.48% | +1630.8% |
| XLB | Sell | SELECT SECTOR SPDR TRsbi materials | $3,787,280 | -5.0% | 48,755 | -16.8% | 2.22% | -19.6% |
| AAPL | Sell | APPLE INC | $3,476,319 | -6.1% | 26,755 | -0.1% | 2.04% | -20.5% |
| AVGO | Sell | BROADCOM INC | $2,975,158 | +17.4% | 5,321 | -6.7% | 1.74% | -0.6% |
| ET | Buy | ENERGY TRANSFER L P | $2,814,594 | +9.8% | 237,118 | +2.0% | 1.65% | -7.0% |
| BTEC | Sell | PRINCIPAL EXCHANGE TRADED FDprin hlthcre inv | $2,802,691 | -13.1% | 83,339 | -11.2% | 1.64% | -26.4% |
| COWZ | Buy | PACER FDS TRus cash cows 100 | $2,631,903 | +37.9% | 56,906 | +22.3% | 1.54% | +16.8% |
| New | ADVISORS INNER CIRCLE FD IIIstrategas macro | $2,606,743 | – | 112,846 | +100.0% | 1.53% | – | |
| MSFT | Sell | MICROSOFT CORP | $2,556,984 | -2.6% | 10,662 | -5.4% | 1.50% | -17.5% |
| OXY | Sell | OCCIDENTAL PETE CORP | $2,509,459 | +0.5% | 39,839 | -2.0% | 1.47% | -14.9% |
| EWRE | Sell | INVESCO EXCHANGE TRADED FD Ts&p500 eql rel | $2,463,844 | -13.2% | 80,125 | -15.5% | 1.44% | -26.6% |
| AES | Buy | AES CORP | $2,408,276 | +34.6% | 83,737 | +5.8% | 1.41% | +14.1% |
| MRK | Buy | MERCK & CO INC | $2,326,606 | +30.9% | 20,970 | +1.6% | 1.36% | +10.8% |
| SPG | Sell | SIMON PPTY GROUP INC NEW | $2,315,061 | +26.6% | 19,706 | -3.3% | 1.36% | +7.2% |
| PM | Sell | PHILIP MORRIS INTL INC | $2,276,921 | +3.3% | 22,497 | -15.3% | 1.34% | -12.5% |
| MRO | Buy | MARATHON OIL CORP | $2,164,158 | +20.8% | 79,947 | +0.8% | 1.27% | +2.3% |
| ALHC | ALIGNMENT HEALTHCARE INC | $2,105,734 | -0.7% | 179,059 | 0.0% | 1.23% | -15.9% | |
| EMR | Buy | EMERSON ELEC CO | $2,030,804 | +40.7% | 21,141 | +7.3% | 1.19% | +19.2% |
| ABBV | Sell | ABBVIE INC | $2,011,865 | +20.0% | 12,449 | -0.4% | 1.18% | +1.6% |
| RTX | Buy | RAYTHEON TECHNOLOGIES CORP | $1,988,340 | +30.6% | 19,702 | +6.0% | 1.17% | +10.7% |
| JPM | Sell | JPMORGAN CHASE & CO | $1,885,056 | +27.2% | 14,057 | -0.9% | 1.10% | +7.7% |
| GTO | Buy | INVESCO ACTIVELY MANAGED ETFtotal return | $1,720,319 | +5.0% | 37,020 | +3.0% | 1.01% | -11.1% |
| HBAN | Buy | HUNTINGTON BANCSHARES INC | $1,717,521 | +21.7% | 121,810 | +13.7% | 1.01% | +3.1% |
| ADM | Sell | ARCHER DANIELS MIDLAND CO | $1,637,688 | +14.8% | 17,638 | -0.6% | 0.96% | -2.8% |
| QQQ | Sell | INVESCO QQQ TRunit ser 1 | $1,623,243 | -0.5% | 6,096 | -0.1% | 0.95% | -15.7% |
| NVDA | Buy | NVIDIA CORPORATION | $1,592,411 | +21.1% | 10,896 | +0.6% | 0.93% | +2.6% |
| CVS | Sell | CVS HEALTH CORP | $1,578,131 | -16.1% | 16,935 | -14.1% | 0.92% | -29.0% |
| KLAC | Sell | KLA CORP | $1,552,233 | +13.8% | 4,117 | -8.7% | 0.91% | -3.6% |
| VV | VANGUARD INDEX FDSlarge cap etf | $1,469,377 | +6.5% | 8,435 | 0.0% | 0.86% | -9.8% | |
| CBOE | Sell | CBOE GLOBAL MKTS INC | $1,387,573 | +5.8% | 11,059 | -1.1% | 0.81% | -10.5% |
| CC | Buy | CHEMOURS CO | $1,363,937 | +25.0% | 44,544 | +0.7% | 0.80% | +6.0% |
| BMY | Sell | BRISTOL-MYERS SQUIBB CO | $1,311,936 | +1.0% | 18,234 | -0.2% | 0.77% | -14.5% |
| MPLX | Buy | MPLX LP | $1,266,934 | +26.7% | 38,579 | +15.8% | 0.74% | +7.4% |
| PSX | Buy | PHILLIPS 66 | $1,234,701 | +47.0% | 11,863 | +14.0% | 0.72% | +24.6% |
| SYF | Buy | SYNCHRONY FINANCIAL | $1,232,874 | +21.0% | 37,519 | +3.8% | 0.72% | +2.6% |
| KO | Sell | COCA COLA CO | $1,169,979 | -7.7% | 18,393 | -18.7% | 0.69% | -21.9% |
| UGI | Sell | UGI CORP NEW | $1,160,550 | +7.1% | 31,307 | -6.6% | 0.68% | -9.3% |
| FANG | Sell | DIAMONDBACK ENERGY INC | $1,157,130 | +12.5% | 8,460 | -0.9% | 0.68% | -4.8% |
| Buy | ANNALY CAPITAL MANAGEMENT IN | $1,153,434 | +49.0% | 54,717 | +21.3% | 0.68% | +26.1% | |
| OHI | Sell | OMEGA HEALTHCARE INVS INC | $1,149,472 | -6.7% | 41,126 | -1.5% | 0.67% | -21.0% |
| GD | Buy | GENERAL DYNAMICS CORP | $1,117,487 | +33.7% | 4,504 | +14.4% | 0.66% | +13.1% |
| LLY | Sell | LILLY ELI & CO | $1,089,200 | +12.1% | 2,977 | -1.0% | 0.64% | -5.1% |
| BENSON HILL INC | $1,072,275 | -6.9% | 420,500 | 0.0% | 0.63% | -21.1% | ||
| PAA | Buy | PLAINS ALL AMERN PIPELINE Lunit ltd partn | $1,063,739 | +27.1% | 90,454 | +13.6% | 0.62% | +7.8% |
| ABT | Sell | ABBOTT LABS | $1,041,468 | +2.9% | 9,486 | -9.3% | 0.61% | -12.7% |
| OMC | Sell | OMNICOM GROUP INC | $1,033,453 | +28.2% | 12,670 | -0.8% | 0.61% | +8.6% |
| CNP | CENTERPOINT ENERGY INC | $1,032,316 | +6.4% | 34,422 | 0.0% | 0.60% | -9.8% | |
| TGT | Sell | TARGET CORP | $1,024,035 | -5.5% | 6,871 | -5.9% | 0.60% | -20.0% |
| PEG | Sell | PUBLIC SVC ENTERPRISE GRP IN | $1,014,453 | +1.4% | 16,557 | -6.9% | 0.60% | -14.0% |
| VLO | Buy | VALERO ENERGY CORP | $1,012,343 | +25.0% | 7,980 | +5.3% | 0.59% | +5.7% |
| UPS | Sell | UNITED PARCEL SERVICE INCcl b | $997,668 | +6.0% | 5,739 | -1.5% | 0.58% | -10.1% |
| SKYT | SKYWATER TECHNOLOGY INC | $995,400 | -7.1% | 140,000 | 0.0% | 0.58% | -21.2% | |
| DVN | Sell | DEVON ENERGY CORP NEW | $993,448 | -1.0% | 16,151 | -3.2% | 0.58% | -16.1% |
| EOG | Sell | EOG RES INC | $989,274 | +15.2% | 7,638 | -0.6% | 0.58% | -2.5% |
| FNF | Sell | FIDELITY NATIONAL FINANCIAL | $988,202 | +0.2% | 26,268 | -3.6% | 0.58% | -15.1% |
| PNC | Sell | PNC FINL SVCS GROUP INC | $978,912 | -1.4% | 6,198 | -6.7% | 0.57% | -16.4% |
| VAC | Sell | MARRIOTT VACATIONS WORLDWIDE | $925,979 | -4.1% | 6,880 | -13.2% | 0.54% | -18.8% |
| IDA | Sell | IDACORP INC | $908,960 | -8.1% | 8,428 | -15.6% | 0.53% | -22.2% |
| NRZ | Sell | RITHM CAPITAL CORP | $899,827 | +3.9% | 110,138 | -6.9% | 0.53% | -11.9% |
| LH | Sell | LABORATORY CORP AMER HLDGS | $883,992 | +4.2% | 3,754 | -9.3% | 0.52% | -11.8% |
| NVS | Sell | NOVARTIS AGsponsored adr | $875,539 | -1.0% | 9,651 | -17.0% | 0.51% | -16.2% |
| LKQ | Sell | LKQ CORP | $868,460 | +12.3% | 16,260 | -0.8% | 0.51% | -4.9% |
| LYB | Sell | LYONDELLBASELL INDUSTRIES N | $848,733 | -0.7% | 10,222 | -9.9% | 0.50% | -15.9% |
| COST | COSTCO WHSL CORP NEW | $836,780 | -3.4% | 1,833 | 0.0% | 0.49% | -18.0% | |
| LRCX | Sell | LAM RESEARCH CORP | $825,890 | -15.4% | 1,965 | -26.3% | 0.48% | -28.4% |
| RIG | Sell | TRANSOCEAN LTD | $807,553 | +79.5% | 177,095 | -2.9% | 0.47% | +52.1% |
| SPY | Sell | SPDR S&P 500 ETF TRtr unit | $792,395 | -5.6% | 2,072 | -11.8% | 0.46% | -20.0% |
| CAT | Buy | CATERPILLAR INC | $784,566 | +52.6% | 3,275 | +4.6% | 0.46% | +29.2% |
| TSLA | Buy | TESLA INC | $769,382 | -53.2% | 6,246 | +0.7% | 0.45% | -60.4% |
| GILD | Buy | GILEAD SCIENCES INC | $750,930 | +39.6% | 8,747 | +0.2% | 0.44% | +18.3% |
| NRG | Buy | NRG ENERGY INC | $733,045 | -12.9% | 23,037 | +4.7% | 0.43% | -26.2% |
| XPO | Sell | XPO INC | $708,744 | -25.7% | 21,290 | -0.6% | 0.42% | -37.1% |
| GM | Buy | GENERAL MTRS CO | $686,862 | +6.3% | 20,418 | +1.5% | 0.40% | -9.8% |
| CPE | CALLON PETE CO DEL | $673,184 | +6.0% | 18,150 | 0.0% | 0.40% | -10.2% | |
| EPD | Sell | ENTERPRISE PRODS PARTNERS L | $668,891 | +1.2% | 27,732 | -0.2% | 0.39% | -14.4% |
| HCA | Sell | HCA HEALTHCARE INC | $654,611 | +29.4% | 2,728 | -0.9% | 0.38% | +9.7% |
| MET | Sell | METLIFE INC | $644,382 | +17.8% | 8,904 | -1.1% | 0.38% | -0.3% |
| EME | Sell | EMCOR GROUP INC | $616,730 | +26.4% | 4,164 | -1.5% | 0.36% | +7.1% |
| WY | Buy | WEYERHAEUSER CO MTN BE | $610,762 | +9.7% | 19,702 | +1.1% | 0.36% | -7.3% |
| AMN | Sell | AMN HEALTHCARE SVCS INC | $601,086 | -4.1% | 5,846 | -1.2% | 0.35% | -18.9% |
| HAL | Sell | HALLIBURTON CO | $596,153 | +41.9% | 15,150 | -11.1% | 0.35% | +19.9% |
| REGN | REGENERON PHARMACEUTICALS | $590,900 | +4.8% | 819 | 0.0% | 0.35% | -11.3% | |
| GOOGL | Sell | ALPHABET INCcap stk cl a | $585,847 | -8.6% | 6,640 | -0.9% | 0.34% | -22.7% |
| PFF | Buy | ISHARES TRpfd and incm sec | $574,819 | +39.2% | 18,828 | +44.5% | 0.34% | +17.8% |
| CVX | Sell | CHEVRON CORP NEW | $571,290 | +23.9% | 3,183 | -0.9% | 0.34% | +5.0% |
| BAC | Sell | BANK AMERICA CORP | $566,023 | +1.1% | 17,090 | -7.9% | 0.33% | -14.4% |
| DRI | DARDEN RESTAURANTS INC | $561,481 | +9.5% | 4,059 | 0.0% | 0.33% | -7.3% | |
| APA | Buy | APA CORPORATION | $546,996 | +37.4% | 11,718 | +0.7% | 0.32% | +16.7% |
| HIG | Sell | HARTFORD FINL SVCS GROUP INC | $543,246 | +20.7% | 7,164 | -1.3% | 0.32% | +2.3% |
| HPE | Buy | HEWLETT PACKARD ENTERPRISE C | $529,340 | +47.0% | 33,167 | +10.4% | 0.31% | +24.5% |
| WHR | Sell | WHIRLPOOL CORP | $527,080 | -12.2% | 3,726 | -16.3% | 0.31% | -25.5% |
| FB | Sell | META PLATFORMS INCcl a | $519,748 | -40.8% | 4,319 | -33.2% | 0.30% | -49.8% |
| CPRT | Buy | COPART INC | $516,713 | +0.9% | 8,486 | +76.4% | 0.30% | -14.4% |
| UNH | Buy | UNITEDHEALTH GROUP INC | $507,382 | +6.4% | 957 | +1.4% | 0.30% | -10.0% |
| DFS | Sell | DISCOVER FINL SVCS | $504,314 | +4.6% | 5,155 | -2.7% | 0.30% | -11.4% |
| FDX | Sell | FEDEX CORP | $480,803 | +14.5% | 2,776 | -1.8% | 0.28% | -3.1% |
| MA | MASTERCARD INCORPORATEDcl a | $477,781 | +22.2% | 1,374 | 0.0% | 0.28% | +3.3% | |
| BRKB | BERKSHIRE HATHAWAY INC DELcl b new | $473,235 | +15.7% | 1,532 | 0.0% | 0.28% | -2.1% | |
| DELL | Buy | DELL TECHNOLOGIES INCcl c | $470,319 | +32.9% | 11,694 | +13.0% | 0.28% | +12.7% |
| MOS | Sell | MOSAIC CO NEW | $466,777 | -18.5% | 10,640 | -10.2% | 0.27% | -31.0% |
| WFC | Sell | WELLS FARGO CO NEW | $451,855 | -5.9% | 10,943 | -8.3% | 0.26% | -20.2% |
| MDY | SPDR S&P MIDCAP 400 ETF TRutser1 s&pdcrp | $438,362 | +10.1% | 990 | 0.0% | 0.26% | -6.5% | |
| OAS | Sell | CHORD ENERGY CORPORATION | $437,792 | -8.8% | 3,200 | -8.9% | 0.26% | -22.6% |
| C | Buy | CITIGROUP INC | $428,826 | +18.1% | 9,481 | +8.9% | 0.25% | 0.0% |
| KMI | Buy | KINDER MORGAN INC DEL | $426,688 | +15.9% | 23,600 | +6.8% | 0.25% | -2.0% |
| ALLE | Sell | ALLEGION PLC | $423,987 | +1.9% | 4,028 | -13.2% | 0.25% | -13.5% |
| TNL | Sell | TRAVEL PLUS LEISURE CO | $423,368 | -11.6% | 11,631 | -17.2% | 0.25% | -25.3% |
| MCD | Buy | MCDONALDS CORP | $420,773 | +14.7% | 1,597 | +0.5% | 0.25% | -2.8% |
| IPG | Buy | INTERPUBLIC GROUP COS INC | $418,685 | +49.0% | 12,569 | +14.4% | 0.24% | +25.6% |
| GLW | Sell | CORNING INC | $411,547 | +6.3% | 12,885 | -3.4% | 0.24% | -10.1% |
| BERY | Sell | BERRY GLOBAL GROUP INC | $410,441 | +22.9% | 6,792 | -5.5% | 0.24% | +4.3% |
| OLN | Buy | OLIN CORP | $398,479 | +34.6% | 7,527 | +9.1% | 0.23% | +14.1% |
| TRV | Buy | TRAVELERS COMPANIES INC | $398,469 | +22.6% | 2,125 | +0.1% | 0.23% | +4.0% |
| SHV | ISHARES TRshort treas bd | $386,589 | -0.1% | 3,517 | 0.0% | 0.23% | -15.3% | |
| HAS | Sell | HASBRO INC | $386,254 | -28.5% | 6,331 | -21.0% | 0.23% | -39.6% |
| WES | Sell | WESTERN MIDSTREAM PARTNERS L | $386,345 | +3.6% | 14,389 | -3.0% | 0.23% | -12.4% |
| BA | Buy | BOEING CO | $374,694 | +75.1% | 1,967 | +11.3% | 0.22% | +48.6% |
| NTAP | Sell | NETAPP INC | $368,648 | -5.5% | 6,138 | -2.7% | 0.22% | -20.0% |
| AMZN | Buy | AMAZON COM INC | $365,400 | -17.9% | 4,350 | +10.5% | 0.21% | -30.5% |
| PWR | QUANTA SVCS INC | $347,700 | +11.8% | 2,440 | 0.0% | 0.20% | -5.1% | |
| MS | Buy | MORGAN STANLEY | $343,676 | +9.1% | 4,042 | +1.3% | 0.20% | -7.8% |
| UFPI | Sell | UFP INDUSTRIES INC | $336,099 | -16.8% | 4,241 | -24.3% | 0.20% | -29.6% |
| JEPI | J P MORGAN EXCHANGE TRADED Fequity premium | $334,569 | +6.2% | 6,140 | 0.0% | 0.20% | -10.1% | |
| LAC | Sell | LITHIUM AMERS CORP NEW | $324,803 | -28.6% | 17,140 | -1.3% | 0.19% | -39.7% |
| AIG | Sell | AMERICAN INTL GROUP INC | $316,200 | -13.6% | 5,000 | -35.1% | 0.18% | -26.9% |
| NOC | NORTHROP GRUMMAN CORP | $308,815 | +16.1% | 566 | 0.0% | 0.18% | -1.6% | |
| HPQ | Buy | HP INC | $296,019 | +8.0% | 11,017 | +0.1% | 0.17% | -8.4% |
| HD | HOME DEPOT INC | $295,848 | +14.7% | 937 | 0.0% | 0.17% | -3.4% | |
| SHW | Sell | SHERWIN WILLIAMS CO | $295,502 | -1.8% | 1,245 | -15.3% | 0.17% | -16.8% |
| STWD | Buy | STARWOOD PPTY TR INC | $289,339 | +12.6% | 15,785 | +12.0% | 0.17% | -4.5% |
| AMLP | ALPS ETF TRalerian mlp | $288,494 | +4.1% | 7,578 | 0.0% | 0.17% | -12.0% | |
| LOW | LOWES COS INC | $286,725 | +6.2% | 1,439 | 0.0% | 0.17% | -10.2% | |
| F | Sell | FORD MTR CO DEL | $284,668 | -26.3% | 24,477 | -28.9% | 0.17% | -37.5% |
| TXN | Sell | TEXAS INSTRS INC | $278,850 | +6.0% | 1,688 | -0.7% | 0.16% | -10.4% |
| ALK | Sell | ALASKA AIR GROUP INC | $276,319 | +5.5% | 6,435 | -3.7% | 0.16% | -10.5% |
| AZO | AUTOZONE INC | $271,280 | +14.9% | 110 | 0.0% | 0.16% | -2.5% | |
| RS | Buy | RELIANCE STEEL & ALUMINUM CO | $258,111 | +20.1% | 1,275 | +3.2% | 0.15% | +1.3% |
| AON | Sell | AON PLC | $256,019 | +8.0% | 853 | -3.5% | 0.15% | -8.5% |
| JNJ | Sell | JOHNSON & JOHNSON | $248,013 | +6.4% | 1,404 | -1.3% | 0.14% | -9.9% |
| BXMT | Buy | BLACKSTONE MTG TR INC | $235,410 | -1.5% | 11,120 | +8.5% | 0.14% | -16.4% |
| MCK | MCKESSON CORP | $235,200 | +10.4% | 627 | 0.0% | 0.14% | -6.1% | |
| MCHP | MICROCHIP TECHNOLOGY INC. | $233,441 | +15.0% | 3,323 | 0.0% | 0.14% | -2.8% | |
| AEP | New | AMERICAN ELEC PWR CO INC | $212,751 | – | 2,241 | +100.0% | 0.12% | – |
| Sell | GENERAL ELECTRIC CO | $205,621 | -14.3% | 2,454 | -36.7% | 0.12% | -27.1% | |
| COF | Sell | CAPITAL ONE FINL CORP | $204,271 | -1.3% | 2,197 | -2.1% | 0.12% | -16.1% |
| CSCO | New | CISCO SYS INC | $203,291 | – | 4,267 | +100.0% | 0.12% | – |
| CMI | New | CUMMINS INC | $200,447 | – | 827 | +100.0% | 0.12% | – |
| SWN | Sell | SOUTHWESTERN ENERGY CO | $195,975 | -8.4% | 33,500 | -4.3% | 0.12% | -22.3% |
| CARV | Buy | CARVER BANCORP INC | $73,980 | +8.8% | 18,000 | +5.9% | 0.04% | -8.5% |
| NAT | Buy | NORDIC AMERICAN TANKERS LIMI | $59,211 | +23.4% | 19,350 | +8.3% | 0.04% | +6.1% |
| SEEL | Exit | SEELOS THERAPEUTICS INC | $0 | – | -20,000 | -100.0% | -0.02% | – |
| FFWM | Exit | FIRST FNDTN INC | $0 | – | -10,666 | -100.0% | -0.13% | – |
| CRWD | Exit | CROWDSTRIKE HLDGS INCcl a | $0 | – | -1,665 | -100.0% | -0.19% | – |
| GNRC | Exit | GENERAC HLDGS INC | $0 | – | -2,052 | -100.0% | -0.25% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-01-17
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| APPLE INC | 20 | Q3 2023 | 3.7% |
| SPDR S&P 500 ETF TR | 20 | Q3 2023 | 6.8% |
| NVIDIA CORPORATION | 20 | Q3 2023 | 2.9% |
| MICROSOFT CORP | 20 | Q3 2023 | 1.9% |
| MASTERCARD INCORPORATED | 20 | Q3 2023 | 2.9% |
| META PLATFORMS INC | 20 | Q3 2023 | 2.1% |
| JPMORGAN CHASE & CO | 20 | Q3 2023 | 2.0% |
| ALPHABET INC | 20 | Q3 2023 | 2.4% |
| DARDEN RESTAURANTS INC | 20 | Q3 2023 | 2.2% |
| PUBLIC SVC ENTERPRISE GRP IN | 20 | Q3 2023 | 1.5% |
View FORTEM FINANCIAL GROUP, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR/A | 2024-02-13 |
| 13F-HR | 2024-01-25 |
| 13F-HR | 2023-10-10 |
| 13F-HR | 2023-07-18 |
| 13F-HR | 2023-04-21 |
| 13F-HR | 2023-01-17 |
| 13F-HR | 2022-11-01 |
| 13F-HR | 2022-07-25 |
| 13F-HR | 2022-04-27 |
| 13F-HR | 2022-01-20 |
View FORTEM FINANCIAL GROUP, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.