Forum Private Client Group LLC Portfolio Holdings by Sector

Forum Private Client Group LLC

$225 Billion
Q4 2024

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
ETFs \| ETFs JCPB VYM DFAS IWY IUSB DFAI IXUS IVV 57 stocks	$211 Million 95.12% of portfolio	26	29	2	-	0 Calls 0 Puts
Drug Manufacturers—General \| Healthcare LLY 1 stocks	$4.51 Million 2.04% of portfolio	-	1	-	-	0 Calls 0 Puts
Consumer Electronics \| Technology AAPL 1 stocks	$842,469 0.38% of portfolio	1	-	-	-	0 Calls 0 Puts
Telecom Services \| Communication Services T 1 stocks	$576,190 0.26% of portfolio	-	1	-	-	0 Calls 0 Puts
Tools & Accessories \| Industrials SNA 1 stocks	$550,191 0.25% of portfolio	1	-	-	-	0 Calls 0 Puts
Software—Infrastructure \| Technology MSFT 1 stocks	$537,437 0.24% of portfolio	1	-	-	-	0 Calls 0 Puts
Banks—Diversified \| Financial Services JPM 1 stocks	$511,781 0.23% of portfolio	-	1	-	-	0 Calls 0 Puts
Insurance Brokers \| Financial Services BRO 1 stocks	$472,048 0.21% of portfolio	1	-	-	-	0 Calls 0 Puts
Grocery Stores \| Consumer Defensive KR 1 stocks	$380,698 0.17% of portfolio	1	-	-	-	0 Calls 0 Puts
Banks—Regional \| Financial Services FITB 1 stocks	$373,248 0.17% of portfolio	-	1	-	-	0 Calls 0 Puts
Internet Retail \| Consumer Cyclical AMZN 1 stocks	$350,146 0.16% of portfolio	1	-	1	-	0 Calls 0 Puts
Closed-End Fund - Foreign \| ETFs EEM 1 stocks	$283,831 0.13% of portfolio	1	-	1	-	0 Calls 0 Puts
Home Improvement Retail \| Consumer Cyclical HD 1 stocks	$283,296 0.13% of portfolio	-	1	-	-	0 Calls 0 Puts
Household & Personal Products \| Consumer Defensive PG 1 stocks	$271,303 0.12% of portfolio	-	1	-	-	0 Calls 0 Puts
Oil & Gas Integrated \| Energy XOM 1 stocks	$235,500 0.11% of portfolio	-	1	-	-	0 Calls 0 Puts
Staffing & Employment Services \| Industrials ADP 1 stocks	$216,620 0.1% of portfolio	-	1	-	-	0 Calls 0 Puts
Semiconductors \| Technology NVDA 1 stocks	$215,902 0.1% of portfolio	1	-	1	-	0 Calls 0 Puts
Healthcare Plans \| Healthcare CVS 1 stocks	$207,679 0.09% of portfolio	1	-	-	-	0 Calls 0 Puts

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