Holdings
Forteris Wealth Management Inc.
As of Sep 30, 2026, Forteris Wealth Management Inc. reported 30 positions worth US$37.7M. Largest: Apple Inc, Applied Materials, Inc. and Meta Platforms, Inc. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Apple Inc | 16,532 | US$5.51M | −1,020 | Sep 30, 2026 |
| Applied Materials, Inc. | 9,498 | US$4.86M | −830 | Sep 30, 2026 |
| Meta Platforms, Inc. | 4,505 | US$3.27M | −182 | Sep 30, 2026 |
| Jp Morgan Chase & Co. | 7,095 | US$2.35M | −308 | Sep 30, 2026 |
| Eli Lilly And Company | 1,992 | US$2.3M | −70 | Sep 30, 2026 |
| Valero Energy Corporation | 5,884 | US$2.28M | no change | Sep 30, 2026 |
| Netapp, Inc. | 10,741 | US$2.26M | −239 | Sep 30, 2026 |
| Amazon.com, Inc. | 7,638 | US$1.9M | −443 | Sep 30, 2026 |
| Marathon Petroleum Corporation | 3,911 | US$1.55M | −33 | Sep 30, 2026 |
| Walmart Inc. | 13,480 | US$1.4M | −572 | Sep 30, 2026 |