Forum Private Client Group LLC Incresed Positions in Q3 2025

Forum Private Client Group LLC

  • $281 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
VYM
Vanguard Whitehall Fds (Vangua

ETFs
16.5K
+ 8.49%
$132.9 - $142.03 $2.19M - $2.34M
211K $29.7B
IWY
Ishares Tr Russell 200 Growth

ETFs
4.87K
+ 6.15%
$243.93 - $275.62 $1.19M - $1.34M
83.9K $23B
DFAI
Dimensional ETF Tr

ETFs
36.4K
+ 7.42%
$34.05 - $36.55 $1.24M - $1.33M
528K $19.2B
DFAS
Dimensional ETF Tr U S Small C

ETFs
7.69K
+ 2.81%
$63.41 - $69.69 $488K - $536K
282K $19.3B
VO
Vanguard Mid Cap ETF

ETFs
4.63K
+ 14.79%
$279.83 - $293.74 $1.29M - $1.36M
35.9K $10.5B
JCPB
J P Morgan Exchange Traded Fd

ETFs
14.5K
+ 2.43%
$46.37 - $47.77 $670K - $690K
610K $29B
DFAE
Dimensional ETF Tr

ETFs
7.24K
+ 2.63%
$28.84 - $31.84 $209K - $230K
282K $8.89B
IVV
Ishares Core S&P 500 ETF

ETFs
180
+ 1.07%
$620.67 - $670.08 $112K - $121K
17K $11.4B
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
9.94K
+ 24.34%
$78.96 - $80.04 $785K - $796K
50.8K $4.06B
SPIB
Spdr Portfolio Intermediate Te

ETFs
19.1K
+ 11.66%
$33.26 - $34.01 $635K - $650K
183K $6.2B
BNDX
Vanguard Total International B

ETFs
8.94K
+ 5.41%
$49.0 - $49.51 $438K - $443K
174K $8.62B
IUSB
Ishares Core Total Usd Bond Ma

ETFs
5.34K
+ 1.69%
$45.6 - $46.92 $243K - $250K
321K $15B
FMB
First Tr Exchange Traded Fd Ii

ETFs
5.71K
+ 89.06%
$49.32 - $50.93 $281K - $291K
12.1K $614M
IVE
Ishares S&P 500 Value ETF

ETFs
1.1K
+ 19.09%
$194.44 - $206.51 $215K - $228K
6.89K $1.42B
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
3.27K
+ 11.28%
$48.5 - $50.19 $158K - $164K
32.2K $1.61B
JPM
Jpmorgan Chase & CO

Financial Services
313
+ 14.38%
$282.78 - $316.06 $88.5K - $98.9K
2.49K $785M
XMHQ
Invesco Exchange Traded Fd Tr

ETFs
808
+ 9.64%
$98.53 - $107.1 $79.6K - $86.5K
9.19K $965M
DFCF
Dimensional ETF Tr Core Fxd In

ETFs
2.81K
+ 24.96%
$41.8 - $43.15 $118K - $121K
14.1K $602M
JMUB
Jp Morgan Tr Mun ETF (De)

ETFs
2.06K
+ 12.16%
$49.09 - $50.58 $101K - $104K
19K $956M
VCIT
Vanguard Intermediate Term Cor

ETFs
1.13K
+ 8.08%
$81.75 - $84.54 $92.1K - $95.2K
15.1K $1.27B
DFUS
Dimensional ETF Tr U S Equity

ETFs
183
+ 1.43%
$67.01 - $72.84 $12.3K - $13.3K
13K $940M
IWL
Ishares Tr Russell 200 ETF

ETFs
32
+ 0.71%
$152.78 - $166.59 $4.89K - $5.33K
4.56K $757M
CMI
Cummins Inc

Industrials
2
+ 0.31%
$327.85 - $426.39 $656 - $853
651 $275M
SNA
Snap On Inc

Industrials
11
+ 0.67%
$313.01 - $346.53 $3.44K - $3.81K
1.65K $573M
MSFT
Microsoft Corp

Technology
37
+ 2.89%
$491.09 - $535.64 $18.2K - $19.8K
1.32K $683M
HD
Home Depot, Inc.

Consumer Cyclical
8
+ 1.09%
$357.4 - $423.42 $2.86K - $3.39K
739 $300M
CVS
Cvs Health Corp

Healthcare
5
+ 0.11%
$58.75 - $76.5 $294 - $383
4.55K $343M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
2
+ 0.03%
$49.43 - $54.52 $98.9 - $109
5.72K $310M
VOE
Vanguard Mid Cap Value Index F

ETFs
1
+ 0.04%
$164.63 - $174.58 $165 - $175
2.23K $389M
EFAV
Ishares Msci Eafe Min Vol Fact

ETFs
180
+ 3.86%
$81.76 - $86.36 $14.7K - $15.5K
4.85K $411M
FPEI
First Tr ETF Iii Instl Pfd Sec

ETFs
288
+ 0.87%
$18.93 - $19.47 $5.45K - $5.61K
33.3K $644M
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
238
+ 1.56%
$52.39 - $53.11 $12.5K - $12.6K
15.5K $821M
FBND
Fidelity Merrimack Str Tr Tota

ETFs
19
+ 0.1%
$45.26 - $46.63 $860 - $886
19K $878M
SHY
Ishares Barclays 1 3 Year Trea

ETFs
24
+ 0.4%
$82.38 - $83.0 $1.98K - $1.99K
5.95K $494M
KR
Kroger CO

Consumer Defensive
236
+ 4.77%
$64.52 - $74.35 $15.2K - $17.5K
5.19K $350M
PG
Procter & Gamble CO

Consumer Defensive
13
+ 0.8%
$150.47 - $161.22 $1.96K - $2.1K
1.64K $252M
BRO
Brown & Brown, Inc.

Financial Services
7
+ 0.15%
$90.88 - $108.93 $636 - $763
4.6K $431M
LLY
Eli Lilly & CO

Healthcare
1
+ 0.02%
$625.65 - $812.69 $626 - $813
5.57K $4.25B
Activity Summary
Buys All Purchases 40 New Holdings 1 Increased Positions 39 Sells All Sells 31 Reductions 31 Sold out 0 Options Calls 0 Puts 0
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