Forum Private Client Group LLC Incresed Positions in Q4 2024

Forum Private Client Group LLC

  • $225 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
BNDX
Vanguard Total International B

ETFs
49K
+ 73.83%
$48.91 - $50.61 $2.4M - $2.48M
115K $5.66B
JCPB
J P Morgan Exchange Traded Fd

ETFs
36.4K
+ 7.23%
$46.07 - $48.17 $1.68M - $1.75M
539K $24.8B
DFAS
Dimensional ETF Tr U S Small C

ETFs
8.12K
+ 3.39%
$63.58 - $71.15 $517K - $578K
248K $16.1B
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
7.33K
+ 24.41%
$77.86 - $79.27 $571K - $581K
37.4K $2.92B
Dimensional ETF Trust
26.5K
+ 31.04%
N/A
112K $2.86B
JMUB
Jp Morgan Tr Mun ETF (De)

ETFs
5.67K
+ 63.9%
$50.02 - $51.24 $284K - $291K
14.5K $730M
IVV
Ishares Core S&P 500 ETF

ETFs
84
+ 0.55%
$570.51 - $610.59 $47.9K - $51.3K
15.4K $9.07B
VO
Vanguard Mid Cap ETF

ETFs
915
+ 3.68%
$261.5 - $284.63 $239K - $260K
25.8K $6.78B
AAPL
Apple Inc.

Technology
695
+ 26.04%
$221.69 - $259.02 $154K - $180K
3.36K $842M
MUB
Ishares National Muni Bond ETF

ETFs
1.4K
+ 50.78%
$105.78 - $108.7 $148K - $152K
4.16K $443M
MSFT
Microsoft Corp

Technology
213
+ 20.06%
$406.35 - $454.46 $86.6K - $96.8K
1.28K $537M
IWL
Ishares Tr Russell 200 ETF

ETFs
352
+ 8.44%
$138.92 - $149.97 $48.9K - $52.8K
4.52K $655M
IUSB
Ishares Core Total Usd Bond Ma

ETFs
13.2K
+ 4.79%
$45.07 - $47.1 $597K - $624K
290K $13.1B
SPIB
Spdr Portfolio Intermediate Te

ETFs
5.21K
+ 4.37%
$32.65 - $33.68 $170K - $175K
124K $4.07B
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
2.02K
+ 9.53%
$49.79 - $51.14 $101K - $103K
23.2K $1.13B
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
46
+ 3.04%
$521.84 - $558.82 $24K - $25.7K
1.56K $841M
SPY
Spdr S&P 500 ETF Trust

ETFs
37
+ 4.75%
$567.81 - $607.81 $21K - $22.5K
816 $478M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
439
+ 3.92%
$113.92 - $127.38 $50K - $55.9K
11.6K $1.34B
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
1.1K
+ 23.31%
$44.04 - $49.49 $48.4K - $54.4K
5.82K $256M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
1.45K
+ 0.85%
$126.68 - $134.74 $183K - $195K
171K $21.8B
KR
Kroger CO

Consumer Defensive
5
+ 0.08%
$55.21 - $63.3 $276 - $317
6.23K $381M
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
490
+ 3.15%
$51.54 - $52.55 $25.3K - $25.7K
16K $829M
IWD
Ishares Russell 1000 Val ETF

ETFs
51
+ 2.77%
$183.23 - $199.79 $9.34K - $10.2K
1.9K $351M
DFCF
Dimensional ETF Tr Core Fxd In

ETFs
362
+ 4.71%
$41.17 - $43.34 $14.9K - $15.7K
8.06K $332M
BRO
Brown & Brown, Inc.

Financial Services
6
+ 0.13%
$100.93 - $113.42 $606 - $681
4.63K $472M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
400
+ 0.71%
$77.02 - $78.58 $30.8K - $31.4K
57K $4.4B
DFAI
Dimensional ETF Tr

ETFs
32.2K
+ 8.23%
$29.0 - $31.6 $933K - $1.02M
423K $12.4B
CVS
Cvs Health Corp

Healthcare
24
+ 0.52%
$43.78 - $67.46 $1.05K - $1.62K
4.63K $208M
DFAE
Dimensional ETF Tr

ETFs
4.58K
+ 1.93%
$25.36 - $28.15 $116K - $129K
241K $6.12B
IXUS
Ishares Tr

ETFs
3.49K
+ 2.18%
$65.95 - $72.56 $230K - $253K
163K $10.8B
Activity Summary
Buys All Purchases 36 New Holdings 5 Increased Positions 31 Sells All Sells 37 Reductions 37 Sold out 0 Options Calls 0 Puts 0
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