FORTERIS WEALTH MANAGEMENT INC.
Top Portfolio Positions
35 positions ·
$34,596,525 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
17,827 | $4,524,314 | 13.08% | |
| AMAT |
Applied Materials Inc /De
Technology
|
10,378 | $3,547,096 | 10.25% | |
| META |
Meta Platforms, Inc.
Communication Services
|
4,687 | $2,681,573 | 7.75% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
7,520 | $2,212,083 | 6.39% | |
| LLY |
ELI LILLY & Co
Healthcare
|
2,097 | $1,928,757 | 5.58% | |
| WMT |
Walmart Inc.
Consumer Defensive
|
14,052 | $1,746,382 | 5.05% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
7,881 | $1,641,375 | 4.74% | |
| VLO |
Valero Energy Corp/Tx
Energy
|
5,884 | $1,453,818 | 4.20% | |
| SPXX |
Nuveen S&P 500 Dynamic Overwrite Fund
Financial Services
|
85,297 | $1,370,722 | 3.96% | |
| NTAP |
NetApp, Inc.
Technology
|
10,980 | $1,124,242 | 3.25% |
Portfolio Trend
2 quarters · across all stocks
Holdings in SPXX
1 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,370,722 | 85,297 | Shares | Sole | 2026-04-21 | |
| No 13F history on record for this holder in this stock. | ||||||