Form Wealth Advisors, LLC Reduced Holdings in Q2 2025

Form Wealth Advisors, LLC

Stock	Shares change	Price Range	Shares Held
USMV Ishares Msci Usa Min Vol Facto ETFs	-203K - 87.91%	$85.42 - $94.39 $17.3M - $19.1M	27.9K $2.62B
AGG Ishares Core U.S. Aggregate Bo ETFs	-113K - 12.2%	$96.84 - $99.46 $11M - $11.3M	816K $81B
JAAA Janus Detroit Str Tr Janus Hen ETFs	-163K - 53.1%	$49.79 - $50.75 $8.11M - $8.26M	144K $7.3B
USHY Ishares Tr Broad Usd High Yiel ETFs	-120K - 30.52%	$35.3 - $37.51 $4.23M - $4.5M	273K $10.2B
BKLN Invesco ETF Tr Ii Sr Ln ETF ETFs	-171K - 25.95%	$20.12 - $21.0 $3.45M - $3.6M	489K $10.2B
DGRO Ishares Core Dividend Growth E ETFs	-42.8K - 6.44%	$55.22 - $63.94 $2.36M - $2.73M	622K $39.7B
ABBV Abb Vie Inc. Healthcare	-146 - 1.62%	$170.16 - $206.27 $24.8K - $30.1K	8.86K $1.65B
BRK-B Berkshire Hathaway Inc Class B Financial Services	-10 - 0.28%	$483.48 - $539.8 $4.83K - $5.4K	3.54K $1.72B
MCD Mcdonalds Corp Consumer Cyclical	-200 - 4.8%	$285.55 - $321.23 $57.1K - $64.2K	3.97K $1.16B
ABT Abbott Laboratories Healthcare	-516 - 12.88%	$123.95 - $138.08 $64K - $71.2K	3.49K $475M
MGEE Mge Energy Inc Utilities	-146 - 1.68%	$86.85 - $93.48 $12.7K - $13.6K	8.54K $755M
IEFA Ishares Tr ETFs	-150K - 9.37%	$67.83 - $84.09 $10.2M - $12.6M	1.45M $121B
DIS Walt Disney CO Communication Services	-120 - 5.36%	$81.72 - $124.01 $9.81K - $14.9K	2.12K $263M

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