Form Wealth Advisors, LLC New Holdings in Q1 2025

Form Wealth Advisors, LLC

  • $736 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
IVV
Ishares Core S&P 500 ETF

ETFs
250K
New
$554.06 - $615.85 $139M - $154M
250K $141B
IEFA
Ishares Tr

ETFs
1.6M
New
$69.57 - $78.65 $111M - $126M
1.6M $121B
AGG
Ishares Core U.S. Aggregate Bo

ETFs
930K
New
$95.85 - $99.25 $89.1M - $92.3M
930K $92B
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
1.55M
New
$48.06 - $53.73 $74.6M - $83.4M
1.55M $75.7B
DGRO
Ishares Core Dividend Growth E

ETFs
664K
New
$60.46 - $64.42 $40.2M - $42.8M
664K $41B
IJH
Ishares Core S&P Mid Cap ETF

ETFs
638K
New
$57.21 - $65.8 $36.5M - $42M
638K $37.2B
QQQ
Invesco Qqq Trust, Series 1

ETFs
71K
New
$468.34 - $539.52 $33.3M - $38.3M
71K $33.3B
IEMG
Ishares Inc

ETFs
516K
New
N/A
516K $27.9B
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
404K
New
$54.25 - $57.64 $21.9M - $23.3M
404K $22.3B
USMV
Ishares Msci Usa Min Vol Facto

ETFs
231K
New
$87.68 - $94.52 $20.2M - $21.8M
231K $21.6B
IJR
Ishares Core S&P Sm Cap ETF

ETFs
187K
New
$102.49 - $119.96 $19.2M - $22.5M
187K $19.6B
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
307K
New
$50.48 - $51.04 $15.5M - $15.7M
307K $15.5B
USHY
Ishares Tr Broad Usd High Yiel

ETFs
393K
New
$36.63 - $37.45 $14.4M - $14.7M
393K $14.5B
BKLN
Invesco ETF Tr Ii Sr Ln ETF

ETFs
660K
New
$20.7 - $21.15 $13.7M - $14M
660K $13.7B
TLT
Ishares Barclays 20+ Year Trea

ETFs
100K
New
$85.29 - $92.57 $8.55M - $9.28M
100K $9.12B
IVE
Ishares S&P 500 Value ETF

ETFs
16K
New
$185.78 - $198.58 $2.98M - $3.19M
16K $3.06B
AAPL
Apple Inc.

Technology
13.2K
New
$209.68 - $247.1 $2.77M - $3.26M
13.2K $2.93B
IVW
Ishares S&P 500 Growth ETF

ETFs
29.5K
New
$92.45 - $106.69 $2.72M - $3.14M
29.5K $2.73B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
3.55K
New
$442.66 - $534.52 $1.57M - $1.9M
3.55K $1.89B
ABBV
Abb Vie Inc.

Healthcare
9.01K
New
$169.2 - $216.66 $1.52M - $1.95M
9.01K $1.89B
MCD
Mcdonalds Corp

Consumer Cyclical
4.17K
New
$279.74 - $321.29 $1.17M - $1.34M
4.17K $1.3B
JPM
Jpmorgan Chase & CO

Financial Services
5.12K
New
$225.19 - $279.95 $1.15M - $1.43M
5.12K $1.25B
MSFT
Microsoft Corp

Technology
3.25K
New
$375.39 - $447.2 $1.22M - $1.45M
3.25K $1.22B
GE
General Electric CO

Industrials
5.77K
New
$168.59 - $212.13 $973K - $1.22M
5.77K $1.16B
XOM
Exxon Mobil Corp

Energy
7.71K
New
$105.44 - $118.93 $813K - $916K
7.71K $916M
MGEE
Mge Energy Inc

Utilities
8.68K
New
$85.7 - $94.18 $744K - $818K
8.68K $807M
IBM
International Business Machines Corp

Technology
3.13K
New
$217.4 - $264.74 $680K - $828K
3.13K $777M
CWB
Spdr Bloomberg Convertible Sec

ETFs
7.87K
New
$75.99 - $81.58 $598K - $642K
7.87K $603M
ABT
Abbott Laboratories

Healthcare
4.01K
New
$111.1 - $140.22 $445K - $562K
4.01K $531M
IWB
Ishares Tr Russell 1000 ETF

ETFs
1.72K
New
$302.31 - $337.54 $519K - $580K
1.72K $527M
FIS
Fidelity National Information Services, Inc.

Technology
6.5K
New
$68.12 - $83.42 $443K - $542K
6.5K $485M
Ge Vernova Inc
1.59K
New
N/A
1.59K $485M
VTI
Vanguard Total Stock Market Et

ETFs
1.62K
New
$271.18 - $303.12 $438K - $490K
1.62K $444M
CVX
Chevron Corp

Energy
2.55K
New
$146.71 - $167.97 $374K - $429K
2.55K $427M
PRU
Prudential Financial Inc

Financial Services
3.82K
New
$105.04 - $122.33 $401K - $467K
3.82K $427M
RJF
Raymond James Financial Inc

Financial Services
2.73K
New
$137.62 - $172.64 $375K - $471K
2.73K $379M
DHR
Danaher Corp

Healthcare
1.83K
New
$201.62 - $250.59 $368K - $458K
1.83K $374M
XLK
Technology Sector Spdr

ETFs
1.78K
New
$206.38 - $242.18 $367K - $431K
1.78K $368M
CL
Colgate Palmolive CO

Consumer Defensive
3.84K
New
$85.68 - $97.5 $329K - $374K
3.84K $359M
EXAS
Exact Sciences Corp

Healthcare
7.9K
New
$43.04 - $58.51 $340K - $462K
7.9K $342M
ICVT
Ishares Tr Convertible Bond Et

ETFs
4.02K
New
$83.18 - $89.27 $334K - $358K
4.02K $336M
PG
Procter & Gamble CO

Consumer Defensive
1.92K
New
$158.56 - $176.26 $304K - $338K
1.92K $326M
CEG
Constellation Energy Corp

Utilities
1.58K
New
$201.63 - $347.44 $318K - $548K
1.58K $318M
PSK
Spdr Ser Tr Spdr Ice Pfd Sec E

ETFs
9.69K
New
$32.39 - $34.01 $314K - $330K
9.69K $314M
LNT
Alliant Energy Corp

Utilities
4.74K
New
$56.66 - $66.04 $269K - $313K
4.74K $305M
COST
Costco Wholesale Corp

Consumer Defensive
300
New
$890.62 - $1076.86 $267K - $323K
300 $284M
AGGY
Wisdomtree Yield Enhanced U.S.

ETFs
6.52K
New
$42.36 - $43.8 $276K - $285K
6.52K $283M
PEG
Public Service Enterprise Group Inc

Utilities
3.43K
New
$78.2 - $90.39 $268K - $310K
3.43K $282M
RTX
Raytheon Technologies Corp

Industrials
2.09K
New
$114.1 - $135.66 $238K - $283K
2.09K $276M
Activity Summary
Buys All Purchases 62 New Holdings 62 Increased Positions 0 Sells All Sells 0 Reductions 0 Sold out 0 Options Calls 0 Puts 0
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