Fund HoldingsFORTEM FINANCIAL GROUP, LLC

Total Portfolio Value
$168.73M
Total Bought
$33.47M
Total Sold
$21.21M
Net Transaction
+$12.26M
Filing Period:
Securities
SharesValue ($K)
Q1 2023
Q2 2023
Change
Q1 2023
Q2 2023
Weight (%)
Change
ISHARES TR26,04951,155+25,1062,1404,1482.46%+2,007
NVIDIA CORPORATION(NVDA)11,32411,503+1793,1454,8662.88%+1,721
GLOBAL X FDS
GLOBAL X URANIUM
074,245+74,24501,6110.95%+1,611
TESLA INC(TSLA)9,24912,457+3,2081,9193,2611.93%+1,342
BROADCOM INC(AVGO)3,5184,041+5232,2573,5052.08%+1,248
CISCO SYS INC(CSCO)024,124+24,12401,2480.74%+1,248
INVESCO QQQ TR8,3099,927+1,6182,6673,6672.17%+1,001
AMAZON COM INC(AMZN)010,569+10,56901,3780.82%+1,378
PALANTIR TECHNOLOGIES INC(PLTR)053,876+53,87608260.49%+826
ANALOG DEVICES INC(ADI)04,180+4,18008140.48%+814
DELL TECHNOLOGIES INC(DELL)33,62839,358+5,7301,3522,1301.26%+777
BOYD GAMING CORP(BYD)010,463+10,46307260.43%+726
MGIC INVT CORP WIS(MTG)045,219+45,21907140.42%+714
APPLIED MATLS INC04,889+4,88907070.42%+707
META PLATFORMS INC(META)5,1765,945+7691,0971,7061.01%+609
KLA CORP(KLAC)7,7167,601-1153,0803,6872.18%+607
ALPHABET INC(GOOG)6,30010,425+4,1256531,2480.74%+594
BENSON HILL INC420,591820,500+399,9094841,0670.63%+583
WALMART INC(WMT)03,676+3,67605780.34%+578
C3 AI INC(AI)014,663+14,66305340.32%+534
APPLE INC(AAPL)24,93423,752-1,1824,1124,6072.73%+496
MICROSOFT CORP(MSFT)8,7298,817+882,5173,0021.78%+486
THE CIGNA GROUP(CI)01,676+1,67604700.28%+470
CHEMOURS CO(CC)34,80740,979+6,1721,0421,5120.90%+470
CHENIERE ENERGY INC(LNG)02,896+2,89604410.26%+441
ANNALY CAPITAL MANAGEMENT IN92,184109,887+17,7031,7622,1991.30%+437
GARTNER INC(IT)01,167+1,16704090.24%+409
ELEVANCE HEALTH INC(ELV)0844+84403750.22%+375
JPMORGAN CHASE & CO(JPM)14,60515,643+1,0381,9032,2751.35%+372
MICROCHIP TECHNOLOGY INC.(MCHP)8,55512,129+3,5747171,0870.64%+370
COMCAST CORP NEW(CCZ)08,842+8,84203670.22%+367
HUMANA INC(HUM)0818+81803660.22%+366
CASEYS GEN STORES INC(CASY)01,455+1,45503550.21%+355
PACER FDS TR
US CASH COWS 100
70,39676,453+6,0573,3053,6602.17%+355
EBAY INC.(EBAY)07,834+7,83403500.21%+350
OWL ROCK CAPITAL CORPORATION(OBDC)038,092+38,09205110.30%+511
SPDR SER TR
ST STR SP METAL
73,61383,778+10,1653,9134,2582.52%+344
SYSCO CORP(SYY)04,631+4,63103440.20%+344
HEWLETT PACKARD ENTERPRISE C(HPE)48,25466,131+17,8777691,1110.66%+342
CENTENE CORP DEL(CNC)05,066+5,06603420.20%+342
KEURIG DR PEPPER INC(KDP)010,828+10,82803390.20%+339
FIRST INDL RLTY TR INC(FR)06,080+6,08003200.19%+320
AMN HEALTHCARE SVCS INC6,2377,601+1,3645178290.49%+312
DISCOVER FINL SVCS7,6138,863+1,2507521,0360.61%+283
EXPEDIA GROUP INC(EXPE)02,400+2,40002630.16%+263
SIMON PPTY GROUP INC NEW(SPG)22,83524,383+1,5482,5572,8161.67%+259
SHERWIN WILLIAMS CO(SHW)3,5923,949+3578071,0480.62%+241
VISA INC(V)0986+98602340.14%+234
PNC FINL SVCS GROUP INC(PNC)9,62711,534+1,9071,2241,4530.86%+229
TOPBUILD CORP(BLD)0850+85002260.13%+226
NETFLIX INC(NFLX)0512+51202260.13%+226
AMERISOURCEBERGEN CORP02,976+2,97605730.34%+573
SEMPRA(SRE)01,507+1,50702190.13%+219
SCHWAB CHARLES CORP(SCHW)03,842+3,84202180.13%+218
OWENS CORNING NEW(OC)03,163+3,16304130.24%+413
EMERSON ELEC CO(EMR)24,84026,068+1,2282,1652,3561.40%+192
ABBOTT LABS8,1859,343+1,1588291,0190.60%+190
LKQ CORP(LKQ)18,29321,046+2,7531,0381,2260.73%+188
TRAVEL PLUS LEISURE CO(TNL)13,13217,416+4,2845157030.42%+188
LILLY ELI & CO(LLY)1,7841,693-916137940.47%+181
NETAPP INC(NTAP)8,4829,376+8945427160.42%+175
HARTFORD FINL SVCS GROUP INC(HIG)10,14012,114+1,9747078720.52%+166
OMNICOM GROUP INC(OMC)17,80319,371+1,5681,6801,8431.09%+164
UFP INDUSTRIES INC(UFPI)06,097+6,09705920.35%+592
EMCOR GROUP INC(EME)4,0274,387+3606558110.48%+156
SYNCHRONY FINANCIAL(SYF)38,24037,064-1,1761,1121,2570.75%+145
BERKSHIRE HATHAWAY INC DEL1,5321,782+2504736080.36%+135
VANGUARD INDEX FDS8,4358,43501,5761,7101.01%+134
WEYERHAEUSER CO MTN BE(WY)20,82422,590+1,7666277570.45%+130
GENERAL MTRS CO(GM)19,32021,627+2,3077098340.49%+125
FIDELITY NATIONAL FINANCIAL(FNF)26,16128,610+2,4499141,0300.61%+116
PLAINS ALL AMERN PIPELINE L(PAAPU)98,88095,182-3,6981,2331,3420.80%+109
SIRIUS XM HOLDINGS INC(SIRI)022,800+22,80001030.06%+103
CATERPILLAR INC(CAT)2,8783,083+2056597580.45%+100
RELIANCE STEEL & ALUMINUM CO(RS)3,4693,646+1778919900.59%+100
REGIONS FINANCIAL CORP NEW(RF)019,058+19,05803400.20%+340
ARCHER DANIELS MIDLAND CO13,71215,743+2,0311,0921,1900.71%+97
AT&T INC(T)018,411+18,41102940.17%+294
SPDR S&P 500 ETF TR(SPY)2,0422,088+468369260.55%+90
EASTMAN CHEM CO(EMN)04,116+4,11603450.20%+345
MORGAN STANLEY(MS)04,802+4,80204100.24%+410
ADVISORS INNER CIRCLE FD III
STRATEGAS MACRO
111,751110,511-1,2402,4962,5791.53%+83
COSTCO WHSL CORP NEW(COST)1,8331,845+129119930.59%+82
GENERAL ELECTRIC CO(GE)02,854+2,85403140.19%+314
STARWOOD PPTY TR INC(STWD)020,336+20,33603950.23%+395
HCA HEALTHCARE INC(HCA)2,8612,737-1247548310.49%+76
ALLEGION PLC(ALLE)04,178+4,17805010.30%+501
ALASKA AIR GROUP INC06,435+6,43503420.20%+342
CHORD ENERGY CORPORATION(CHRD)03,231+3,23104970.29%+497
CBOE GLOBAL MKTS INC(CBOE)10,25210,415+1631,3761,4370.85%+61
HOME DEPOT INC(HD)01,069+1,06903320.20%+332
MCDONALDS CORP(MCD)1,6801,737+574705180.31%+49
CUMMINS INC(CMI)01,066+1,06602610.15%+261
MASTERCARD INCORPORATED(MA)1,2711,284+134625050.30%+43
GENERAL DYNAMICS CORP(GD)4,8935,384+4911,1171,1580.69%+42
TAPESTRY INC(TPR)07,647+7,64703270.19%+327
LOWES COS INC(LOW)01,250+1,25002820.17%+282
CROWDSTRIKE HLDGS INC(CRWD)01,750+1,75002570.15%+257
FEDEX CORP(FDX)3,9013,680-2218919120.54%+21
GILEAD SCIENCES INC(GILD)8,1889,062+8746796980.41%+19
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