Forum Private Client Group LLC Portfolio Holdings by Sector

Forum Private Client Group LLC

$225 Billion
Q3 2024

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
ETFs \| ETFs JCPB VYM DFAS IWY IUSB DFAI IXUS IAGG 55 stocks	$211 Million 94.78% of portfolio	21	33	-	-	0 Calls 0 Puts
Drug Manufacturers—General \| Healthcare LLY JNJ 2 stocks	$5.53 Million 2.48% of portfolio	-	2	-	-	0 Calls 0 Puts
Consumer Electronics \| Technology AAPL 1 stocks	$621,910 0.28% of portfolio	-	1	-	-	0 Calls 0 Puts
Telecom Services \| Communication Services T 1 stocks	$578,309 0.26% of portfolio	-	1	-	-	0 Calls 0 Puts
Healthcare Plans \| Healthcare CVS ELV 2 stocks	$513,992 0.23% of portfolio	1	1	-	-	0 Calls 0 Puts
Insurance Brokers \| Financial Services BRO 1 stocks	$478,721 0.22% of portfolio	1	-	-	-	0 Calls 0 Puts
Tools & Accessories \| Industrials SNA 1 stocks	$466,723 0.21% of portfolio	-	-	-	-	0 Calls 0 Puts
Banks—Diversified \| Financial Services JPM 1 stocks	$459,464 0.21% of portfolio	-	1	-	-	0 Calls 0 Puts
Software—Infrastructure \| Technology MSFT 1 stocks	$456,991 0.21% of portfolio	1	-	-	-	0 Calls 0 Puts
Home Improvement Retail \| Consumer Cyclical HD 1 stocks	$395,070 0.18% of portfolio	-	-	-	-	0 Calls 0 Puts
Banks—Regional \| Financial Services FITB 1 stocks	$388,687 0.17% of portfolio	-	-	-	-	0 Calls 0 Puts
Medical Instruments & Supplies \| Healthcare BLFS 1 stocks	$379,005 0.17% of portfolio	1	-	1	-	0 Calls 0 Puts
Grocery Stores \| Consumer Defensive KR 1 stocks	$356,443 0.16% of portfolio	-	1	-	-	0 Calls 0 Puts
Household & Personal Products \| Consumer Defensive PG 1 stocks	$280,511 0.13% of portfolio	1	-	-	-	0 Calls 0 Puts
Oil & Gas Integrated \| Energy XOM 1 stocks	$279,570 0.13% of portfolio	1	-	-	-	0 Calls 0 Puts
Staffing & Employment Services \| Industrials ADP 1 stocks	$232,453 0.1% of portfolio	-	-	-	-	0 Calls 0 Puts
Building Products & Equipment \| Industrials TT 1 stocks	$207,582 0.09% of portfolio	-	1	-	-	0 Calls 0 Puts

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