FORTEM FINANCIAL GROUP, LLC Diversified Active

CIK: 0001766509 · Show all filings

Period: Q4 2018 (Next →)

Filing Date: Feb 14, 2019

Total Value ($000): $82,983 (100.0% shares, 0.0% debt)

Holdings (128)

AAPL APPLE INC 3.1%
Value ($000) $2,604 Shares 16,508 Est. Cost $46.01 Unrealized 0.0%
MA MASTERCARD INCORPORATED 2.6%
Value ($000) $2,148 Shares 11,384 Est. Cost $190.92 Unrealized 0.0%
GOOGL ALPHABET INC 2.4%
Value ($000) $2,024 Shares 1,937 Est. Cost $53.64 Unrealized 0.0%
VZ VERIZON COMMUNICATIONS INC 2.4%
Value ($000) $2,002 Shares 35,605 Est. Cost $38.62 Unrealized 0.0%
CSCO CISCO SYS INC 2.2%
Value ($000) $1,829 Shares 42,221 Est. Cost $36.91 Unrealized 0.0%
FISV FISERV INC 2.2%
Value ($000) $1,802 Shares 24,517 Est. Cost $77.30 Unrealized 0.0%
INTC INTEL CORP 2.2%
Value ($000) $1,786 Shares 38,066 Est. Cost $40.19 Unrealized 0.0%
TMO THERMO FISHER SCIENTIFIC INC 2.1%
Value ($000) $1,781 Shares 7,960 Est. Cost $230.26 Unrealized 0.0%
SPY SPDR S&P 500 ETF TR 2.1%
Value ($000) $1,757 Shares 7,030 Est. Cost $249.93 Unrealized
DRI DARDEN RESTAURANTS INC 2.0%
Value ($000) $1,677 Shares 16,797 Est. Cost $87.79 Unrealized 0.0%
XLF SELECT SECTOR SPDR TR 1.9%
Value ($000) $1,594 Shares 66,903 Est. Cost $23.83 Unrealized
HPQ HP INC 1.9%
Value ($000) $1,543 Shares 75,399 Est. Cost $18.24 Unrealized 0.0%
LOW LOWES COS INC 1.9%
Value ($000) $1,536 Shares 16,629 Est. Cost $84.62 Unrealized 0.0%
JPM JPMORGAN CHASE & CO 1.8%
Value ($000) $1,517 Shares 15,544 Est. Cost $87.53 Unrealized 0.0%
UNP UNION PAC CORP 1.8%
Value ($000) $1,467 Shares 10,614 Est. Cost $126.42 Unrealized 0.0%
CNP CENTERPOINT ENERGY INC 1.8%
Value ($000) $1,466 Shares 51,942 Est. Cost $22.66 Unrealized 0.0%
DHR DANAHER CORP DEL 1.7%
Value ($000) $1,444 Shares 13,999 Est. Cost $87.89 Unrealized 0.0%
WMT WALMART INC 1.7%
Value ($000) $1,441 Shares 15,466 Est. Cost $28.76 Unrealized 0.0%
HST HOST HOTELS & RESORTS INC 1.7%
Value ($000) $1,435 Shares 86,073 Est. Cost $14.30 Unrealized 0.0%
CVX CHEVRON CORP NEW 1.7%
Value ($000) $1,411 Shares 12,969 Est. Cost $84.74 Unrealized 0.0%
WALGREENS BOOTS ALLIANCE INC 1.6%
Value ($000) $1,359 Shares 19,889 Est. Cost $68.33 Unrealized
PFE PFIZER INC 1.6%
Value ($000) $1,354 Shares 31,025 Est. Cost $30.03 Unrealized 0.0%
ECL ECOLAB INC 1.6%
Value ($000) $1,353 Shares 9,183 Est. Cost $141.48 Unrealized 0.0%
BAC BANK AMER CORP 1.6%
Value ($000) $1,330 Shares 53,962 Est. Cost $22.80 Unrealized 0.0%
ROP ROPER TECHNOLOGIES INC 1.6%
Value ($000) $1,311 Shares 4,918 Est. Cost $271.14 Unrealized 0.0%
COP CONOCOPHILLIPS 1.5%
Value ($000) $1,254 Shares 20,105 Est. Cost $53.41 Unrealized 0.0%
PEG PUBLIC SVC ENTERPRISE GROUP 1.5%
Value ($000) $1,248 Shares 23,976 Est. Cost $42.29 Unrealized 0.0%
ALL ALLSTATE CORP 1.5%
Value ($000) $1,222 Shares 14,786 Est. Cost $75.91 Unrealized 0.0%
CF CF INDS HLDGS INC 1.5%
Value ($000) $1,210 Shares 27,807 Est. Cost $39.27 Unrealized 0.0%
DTE DTE ENERGY CO 1.4%
Value ($000) $1,169 Shares 10,597 Est. Cost $76.80 Unrealized 0.0%
COF CAPITAL ONE FINL CORP 1.4%
Value ($000) $1,164 Shares 15,404 Est. Cost $76.57 Unrealized 0.0%
ALK ALASKA AIR GROUP INC 1.4%
Value ($000) $1,139 Shares 18,710 Est. Cost $62.77 Unrealized 0.0%
CVS CVS HEALTH CORP 1.4%
Value ($000) $1,134 Shares 17,312 Est. Cost $59.39 Unrealized 0.0%
AMP AMERIPRISE FINL INC 1.3%
Value ($000) $1,070 Shares 10,256 Est. Cost $109.91 Unrealized 0.0%
ALLERGAN PLC 1.3%
Value ($000) $1,067 Shares 7,983 Est. Cost $133.66 Unrealized
APTIV PLC 1.3%
Value ($000) $1,057 Shares 17,165 Est. Cost $61.58 Unrealized
NVDA NVIDIA CORP 1.2%
Value ($000) $1,015 Shares 7,604 Est. Cost $4.74 Unrealized 0.0%
MCK MCKESSON CORP 1.2%
Value ($000) $1,008 Shares 9,122 Est. Cost $118.11 Unrealized 0.0%
VLO VALERO ENERGY CORP NEW 1.2%
Value ($000) $1,003 Shares 13,385 Est. Cost $65.55 Unrealized 0.0%
TSN TYSON FOODS INC 1.2%
Value ($000) $1,000 Shares 18,719 Est. Cost $48.02 Unrealized 0.0%
LKQ LKQ CORP 1.1%
Value ($000) $949 Shares 40,004 Est. Cost $24.40 Unrealized 0.0%
UNM UNUM GROUP 1.1%
Value ($000) $948 Shares 32,256 Est. Cost $35.00 Unrealized 0.0%
SWK STANLEY BLACK & DECKER INC 1.1%
Value ($000) $921 Shares 7,691 Est. Cost $101.52 Unrealized 0.0%
NATIONAL OILWELL VARCO INC 1.0%
Value ($000) $817 Shares 31,772 Est. Cost $25.71 Unrealized
CELGENE CORP 1.0%
Value ($000) $813 Shares 12,685 Est. Cost $64.09 Unrealized
META FACEBOOK INC 0.9%
Value ($000) $737 Shares 5,625 Est. Cost $143.86 Unrealized 0.0%
STZ CONSTELLATION BRANDS INC 0.9%
Value ($000) $725 Shares 4,507 Est. Cost $176.90 Unrealized 0.0%
TWITTER INC 0.8%
Value ($000) $651 Shares 22,653 Est. Cost $28.74 Unrealized
DIS DISNEY WALT CO 0.7%
Value ($000) $620 Shares 5,657 Est. Cost $109.10 Unrealized 0.0%
MSFT MICROSOFT CORP 0.7%
Value ($000) $556 Shares 5,471 Est. Cost $100.00 Unrealized 0.0%
XBI SPDR SERIES TRUST 0.6%
Value ($000) $520 Shares 7,242 Est. Cost $71.80 Unrealized
MICHAEL KORS HLDGS LTD 0.5%
Value ($000) $428 Shares 11,297 Est. Cost $37.89 Unrealized
IBM INTERNATIONAL BUSINESS MACHS 0.5%
Value ($000) $418 Shares 3,681 Est. Cost $87.95 Unrealized 0.0%
BRK/B BERKSHIRE HATHAWAY INC DEL 0.5%
Value ($000) $401 Shares 1,965 Est. Cost $208.87 Unrealized 0.0%
ARLP ALLIANCE RES PARTNER L P 0.5%
Value ($000) $385 Shares 22,184 Est. Cost $17.35 Unrealized
EOG EOG RES INC 0.4%
Value ($000) $342 Shares 3,920 Est. Cost $80.67 Unrealized 0.0%
AMZN AMAZON COM INC 0.4%
Value ($000) $330 Shares 220 Est. Cost $83.14 Unrealized 0.0%
CRM SALESFORCE COM INC 0.4%
Value ($000) $329 Shares 2,400 Est. Cost $135.90 Unrealized 0.0%
RAYTHEON CO 0.4%
Value ($000) $327 Shares 2,130 Est. Cost $153.52 Unrealized
CCEP COCA COLA EUROPEAN PARTNERS 0.4%
Value ($000) $327 Shares 7,141 Est. Cost $37.78 Unrealized 0.0%
UNH UNITEDHEALTH GROUP INC 0.4%
Value ($000) $326 Shares 1,310 Est. Cost $235.05 Unrealized 0.0%
TRITON INTL LTD 0.4%
Value ($000) $322 Shares 10,355 Est. Cost $31.10 Unrealized
DEO DIAGEO P L C 0.4%
Value ($000) $310 Shares 2,187 Est. Cost $141.75 Unrealized
RHP RYMAN HOSPITALITY PPTYS INC 0.4%
Value ($000) $300 Shares 4,500 Est. Cost $66.67 Unrealized
BABA ALIBABA GROUP HLDG LTD 0.3%
Value ($000) $281 Shares 2,050 Est. Cost $137.07 Unrealized
WESTPAC BKG CORP 0.3%
Value ($000) $279 Shares 15,976 Est. Cost $17.46 Unrealized
CHINA MOBILE LIMITED 0.3%
Value ($000) $276 Shares 5,754 Est. Cost $47.97 Unrealized
MEDP MEDPACE HLDGS INC 0.3%
Value ($000) $265 Shares 5,004 Est. Cost $54.90 Unrealized 0.0%
DRH DIAMONDROCK HOSPITALITY CO 0.3%
Value ($000) $260 Shares 28,621 Est. Cost $9.08 Unrealized
SONY SONY CORP 0.3%
Value ($000) $258 Shares 5,346 Est. Cost $48.26 Unrealized
EBS EMERGENT BIOSOLUTIONS INC 0.3%
Value ($000) $256 Shares 4,312 Est. Cost $64.47 Unrealized 0.0%
BHP BHP GROUP LIMITED 0.3%
Value ($000) $254 Shares 5,265 Est. Cost $48.24 Unrealized
ST SENSATA TECHNOLOGIES HLDNG P 0.3%
Value ($000) $249 Shares 5,545 Est. Cost $45.26 Unrealized 0.0%
MTD METTLER TOLEDO INTERNATIONAL 0.3%
Value ($000) $247 Shares 437 Est. Cost $580.81 Unrealized 0.0%
TEVA TEVA PHARMACEUTICAL INDS LTD 0.3%
Value ($000) $245 Shares 15,900 Est. Cost $15.41 Unrealized
COMPANHIA BRASILEIRA DE DIST 0.3%
Value ($000) $243 Shares 11,712 Est. Cost $20.75 Unrealized
NVO NOVO-NORDISK A S 0.3%
Value ($000) $240 Shares 5,215 Est. Cost $46.02 Unrealized
INVA INNOVIVA INC 0.3%
Value ($000) $240 Shares 13,759 Est. Cost $16.24 Unrealized 0.0%
RELX RELX PLC 0.3%
Value ($000) $239 Shares 11,654 Est. Cost $20.51 Unrealized
WASHINGTON PRIME GROUP NEW 0.3%
Value ($000) $237 Shares 48,757 Est. Cost $4.86 Unrealized
CIGI COLLIERS INTL GROUP INC 0.3%
Value ($000) $237 Shares 4,301 Est. Cost $62.57 Unrealized 0.0%
AMT AMERICAN TOWER CORP NEW 0.3%
Value ($000) $232 Shares 1,468 Est. Cost $129.50 Unrealized 0.0%
ACIW ACI WORLDWIDE INC 0.3%
Value ($000) $231 Shares 8,342 Est. Cost $27.05 Unrealized 0.0%
TM TOYOTA MOTOR CORP 0.3%
Value ($000) $231 Shares 1,990 Est. Cost $116.08 Unrealized
GRFS GRIFOLS S A 0.3%
Value ($000) $228 Shares 12,423 Est. Cost $18.35 Unrealized
XIFR NEXTERA ENERGY PARTNERS LP 0.3%
Value ($000) $223 Shares 5,189 Est. Cost $45.57 Unrealized 0.0%
AARONS INC 0.3%
Value ($000) $222 Shares 5,282 Est. Cost $42.03 Unrealized
V VISA INC 0.3%
Value ($000) $219 Shares 1,657 Est. Cost $131.41 Unrealized 0.0%
SHG SHINHAN FINANCIAL GROUP CO L 0.3%
Value ($000) $218 Shares 6,150 Est. Cost $35.45 Unrealized
NOAH NOAH HLDGS LTD 0.3%
Value ($000) $218 Shares 5,032 Est. Cost $43.32 Unrealized
CHANGYOU COM LTD 0.3%
Value ($000) $218 Shares 11,927 Est. Cost $18.28 Unrealized
RWT REDWOOD TR INC 0.3%
Value ($000) $215 Shares 14,287 Est. Cost $15.05 Unrealized
NUVEEN NASDAQ 100 DYNAMIC OV 0.3%
Value ($000) $215 Shares 10,742 Est. Cost $20.01 Unrealized
MRK MERCK & CO INC 0.3%
Value ($000) $213 Shares 2,793 Est. Cost $56.50 Unrealized 0.0%
CM CDN IMPERIAL BK COMM TORONTO 0.3%
Value ($000) $213 Shares 2,854 Est. Cost $30.20 Unrealized 0.0%
GNRC GENERAC HLDGS INC 0.3%
Value ($000) $212 Shares 4,260 Est. Cost $53.63 Unrealized 0.0%
CNOOC LTD 0.3%
Value ($000) $211 Shares 1,387 Est. Cost $152.13 Unrealized
KB KB FINANCIAL GROUP INC 0.3%
Value ($000) $210 Shares 5,000 Est. Cost $42.00 Unrealized
JD JD COM INC 0.3%
Value ($000) $209 Shares 10,000 Est. Cost $20.90 Unrealized
IX ORIX CORP 0.2%
Value ($000) $207 Shares 2,899 Est. Cost $71.40 Unrealized
CHINA PETE & CHEM CORP 0.2%
Value ($000) $207 Shares 2,934 Est. Cost $70.55 Unrealized
NVS NOVARTIS A G 0.2%
Value ($000) $205 Shares 2,388 Est. Cost $85.85 Unrealized
COST COSTCO WHSL CORP NEW 0.2%
Value ($000) $204 Shares 1,000 Est. Cost $201.98 Unrealized 0.0%
HOLLYSYS AUTOMATION TECHNOLO 0.2%
Value ($000) $204 Shares 11,639 Est. Cost $17.53 Unrealized
AER AERCAP HOLDINGS NV 0.2%
Value ($000) $203 Shares 5,137 Est. Cost $49.28 Unrealized 0.0%
HMC HONDA MOTOR LTD 0.2%
Value ($000) $203 Shares 7,681 Est. Cost $26.43 Unrealized
MFC MANULIFE FINL CORP 0.2%
Value ($000) $194 Shares 13,674 Est. Cost $15.85 Unrealized 0.0%
RIG TRANSOCEAN LTD 0.2%
Value ($000) $192 Shares 27,639 Est. Cost $10.19 Unrealized 0.0%
VSH VISHAY INTERTECHNOLOGY INC 0.2%
Value ($000) $190 Shares 10,555 Est. Cost $16.30 Unrealized 0.0%
MTG MGIC INVT CORP WIS 0.2%
Value ($000) $182 Shares 17,394 Est. Cost $11.70 Unrealized 0.0%
MOBILE TELESYSTEMS PJSC 0.2%
Value ($000) $180 Shares 25,739 Est. Cost $6.99 Unrealized
MPT MEDICAL PPTYS TRUST INC 0.2%
Value ($000) $180 Shares 11,182 Est. Cost $16.10 Unrealized
TMHC TAYLOR MORRISON HOME CORP 0.2%
Value ($000) $163 Shares 10,283 Est. Cost $16.33 Unrealized 0.0%
ZAGG INC 0.2%
Value ($000) $157 Shares 16,045 Est. Cost $9.78 Unrealized
TWO HBRS INVT CORP 0.2%
Value ($000) $157 Shares 12,251 Est. Cost $12.82 Unrealized
NOBLE CORP PLC 0.2%
Value ($000) $152 Shares 57,956 Est. Cost $2.62 Unrealized
TPH TRI POINTE GROUP INC 0.2%
Value ($000) $147 Shares 13,408 Est. Cost $11.82 Unrealized 0.0%
AHRT ARMADA HOFFLER PPTYS INC 0.2%
Value ($000) $147 Shares 10,479 Est. Cost $14.03 Unrealized
F FORD MTR CO DEL 0.2%
Value ($000) $142 Shares 18,600 Est. Cost $6.21 Unrealized 0.0%
BLDR BUILDERS FIRSTSOURCE INC 0.2%
Value ($000) $137 Shares 12,559 Est. Cost $12.56 Unrealized 0.0%
SIRIUS XM HLDGS INC 0.2%
Value ($000) $135 Shares 23,625 Est. Cost $5.71 Unrealized
FSP FRANKLIN STREET PPTYS CORP 0.1%
Value ($000) $101 Shares 16,252 Est. Cost $6.21 Unrealized
PACIFIC ETHANOL INC 0.1%
Value ($000) $89 Shares 103,500 Est. Cost $0.86 Unrealized
ASHFORD HOSPITALITY TR INC 0.1%
Value ($000) $55 Shares 13,853 Est. Cost $3.97 Unrealized
FPI FARMLAND PARTNERS INC 0.1%
Value ($000) $45 Shares 10,000 Est. Cost $4.50 Unrealized
NORTHERN OIL & GAS INC NEV 0.0%
Value ($000) $23 Shares 10,000 Est. Cost $2.30 Unrealized
WRN WESTERN COPPER & GOLD CORP 0.0%
Value ($000) $5 Shares 11,095 Est. Cost $0.57 Unrealized 0.0%
SLV ISHARES SILVER TRUST 0.0%
Value ($000) $0 Shares 170,000 Est. Cost Unrealized