Forum Private Client Group LLC Portfolio Holdings

Forum Private Client Group LLC

  • $225 Billion
  • Q4 2024

Forum Private Client Group LLC has filed its 13F form on February 13, 2025 for Q4 2024 where it was disclosed a total value porftolio of $225 Billion distributed in 75 stocks.

Among their holdings, we can observe that their the top five positions include companies like: J P Morgan Exchange Traded Fd with a value of $24.8B, Vanguard Whitehall Fds (Vangua with a value of $21.8B, Dimensional ETF Tr U S Small C with a value of $16.1B, Ishares Tr Russell 200 Growth with a value of $15.8B, and Ishares Core Total Usd Bond Ma with a value of $13.1B.

Examining the 13F form we can see an decrease of $516M in the current position value, from $225B to 225B.

Below you can find more details about Forum Private Client Group LLC portfolio as well as his latest detailed transactions.

Portfolio value $225 Billion
ETFs: $211 Billion
Healthcare: $4.72 Billion
Technology: $1.6 Billion
Financial Services: $1.36 Billion
Industrials: $767 Million
Consumer Defensive: $652 Million
Consumer Cyclical: $633 Million
Communication Services: $576 Million
Other: $236 Million

Stock Holdings Table Market Cap. of $300 Millions to $2 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 75
  • Current Value $225 Billion
  • Prior Value $225 Billion
  • Filing
  • Period Q4 2024
  • Filing Date February 13, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 5 stocks
  • Additional Purchases 31 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 37 stocks
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