Forum Financial Management, LP Purchases in Q1 2025

Forum Financial Management, LP

  • $5.28 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
AMGN
Amgen Inc

Healthcare
351K
New
$258.59 - $327.36 $90.7M - $115M
351K $109M
AAPL
Apple Inc.

Technology
316K
New
$209.68 - $247.1 $66.3M - $78.2M
316K $70.3M
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
135K
+ 1.79%
$97.25 - $104.79 $13.1M - $14.1M
7.65M $794M
AMZN
Amazon Com Inc

Consumer Cyclical
112K
New
$190.26 - $242.06 $21.4M - $27.2M
112K $21.4M
DFEM
Dimensional ETF Tr Emerging Mk

ETFs
253K
+ 1.55%
$25.35 - $27.46 $6.43M - $6.96M
16.6M $439M
ABT
Abbott Laboratories

Healthcare
58.5K
New
$111.1 - $140.22 $6.5M - $8.21M
58.5K $7.76M
GOOG
Alphabet Inc.

Communication Services
64.3K
+ 94.18%
$156.06 - $207.71 $10M - $13.4M
133K $20.7M
GOOGL
Alphabet Inc.

Communication Services
56.8K
+ 71.74%
$154.33 - $206.19 $8.76M - $11.7M
136K $21M
PLTR
Palantir Technologies Inc.

Technology
504
+ 0.1%
$64.98 - $124.62 $32.7K - $62.8K
511K $43.1M
BAC
Bank Of America Corp

Financial Services
105K
New
$39.61 - $47.74 $4.14M - $4.99M
105K $4.36M
BHP
Bhp Group LTD

Basic Materials
74.6K
New
$48.18 - $52.11 $3.59M - $3.89M
74.6K $3.62M
AVUS
American Centy ETF Tr Avantis

ETFs
25K
New
$90.7 - $101.57 $2.26M - $2.54M
25K $2.31M
AVDV
American Centy ETF Tr Avantis

ETFs
28.6K
New
$63.74 - $71.96 $1.82M - $2.06M
28.6K $1.99M
ABBV
Abb Vie Inc.

Healthcare
409
+ 0.7%
$169.2 - $216.66 $69.2K - $88.6K
59.2K $12.4M
AMD
Advanced Micro Devices Inc

Technology
19K
New
$96.63 - $129.55 $1.83M - $2.46M
19K $1.95M
AXP
American Express CO

Financial Services
6.65K
New
$255.39 - $325.87 $1.7M - $2.17M
6.65K $1.79M
AVLV
American Centy ETF Tr Avantis
27.4K
New
$63.51 - $70.42 $1.74M - $1.93M
27.4K $1.78M
BK
Bank Of New York Mellon Corp

Financial Services
20.5K
New
$75.42 - $88.95 $1.55M - $1.82M
20.5K $1.72M
APD
Air Products & Chemicals, Inc.

Basic Materials
5.47K
New
$283.24 - $338.07 $1.55M - $1.85M
5.47K $1.61M
BRK-A
Berkshire Hathaway Inc

Financial Services
2
New
$663000.0 - $801950.0 $1.33M - $1.6M
2 $1.6M
ADP
Automatic Data Processing Inc

Industrials
5.11K
New
$286.85 - $318.64 $1.46M - $1.63M
5.11K $1.56M
AVRE
American Centy ETF Tr Avantis
35.4K
New
$40.62 - $44.31 $1.44M - $1.57M
35.4K $1.52M
VGLT
Vanguard Long Term Treasury Et

ETFs
21.9K
+ 20.1%
$53.99 - $58.43 $1.18M - $1.28M
131K $7.54M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
3.27K
+ 39.02%
$507.05 - $563.67 $1.66M - $1.84M
11.7K $5.99M
AVUV
American Centy ETF Tr Avantis

ETFs
16.3K
New
$84.95 - $100.62 $1.38M - $1.64M
16.3K $1.42M
MS
Morgan Stanley

Financial Services
13.2K
+ 62.99%
$111.68 - $141.08 $1.48M - $1.87M
34.3K $4M
AZN
Astrazeneca PLC

Healthcare
17.6K
New
$65.37 - $77.96 $1.15M - $1.37M
17.6K $1.29M
ELV
Elevance Health, Inc.

Healthcare
2.86K
New
$365.9 - $436.25 $1.05M - $1.25M
2.86K $1.24M
AFL
Aflac Inc

Financial Services
9.75K
New
$100.99 - $111.19 $984K - $1.08M
9.75K $1.08M
AIG
American International Group, Inc.

Financial Services
12.3K
New
$70.5 - $86.94 $868K - $1.07M
12.3K $1.07M
AMAT
Applied Materials Inc

Technology
7.36K
New
$145.06 - $195.51 $1.07M - $1.44M
7.36K $1.07M
XOM
Exxon Mobil Corp

Energy
299
+ 0.34%
$105.44 - $118.93 $31.5K - $35.6K
87.5K $10.4M
ADI
Analog Devices Inc

Technology
5.06K
New
$201.56 - $243.82 $1.02M - $1.23M
5.06K $1.02M
BA
Boeing CO

Industrials
5.87K
New
$148.15 - $186.25 $870K - $1.09M
5.87K $1M
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
18K
+ 431.18%
$48.43 - $49.9 $871K - $897K
22.2K $1.11M
BP
Bp PLC

Energy
26.5K
New
$29.93 - $35.31 $792K - $934K
26.5K $893K
BDX
Becton Dickinson & CO

Healthcare
3.85K
New
$222.79 - $249.08 $858K - $960K
3.85K $882K
IVV
Ishares Core S&P 500 ETF

ETFs
1.96K
+ 23.04%
$554.06 - $615.85 $1.09M - $1.21M
10.5K $5.89M
T
At&T Inc.

Communication Services
88
+ 0.06%
$21.56 - $28.28 $1.9K - $2.49K
156K $4.42M
DFS
Discover Financial Services

Financial Services
4.64K
+ 76.64%
$152.99 - $203.25 $710K - $943K
10.7K $1.83M
DFSV
Dimensional ETF Tr Dimensional

ETFs
32.2K
+ 65.32%
$27.56 - $32.1 $887K - $1.03M
81.5K $2.29M
AVDE
American Centy ETF Tr Avantis

ETFs
11.6K
New
$60.63 - $68.55 $701K - $792K
11.6K $765K
AVES
American Centy ETF Tr Avantis

ETFs
15.2K
New
$44.71 - $48.65 $679K - $739K
15.2K $716K
PM
Philip Morris International Inc.

Consumer Defensive
1.38K
+ 10.73%
$117.15 - $158.79 $162K - $219K
14.2K $2.26M
MDT
Medtronic PLC

Healthcare
5.88K
+ 46.15%
$79.84 - $94.5 $469K - $556K
18.6K $1.67M
RTX
Raytheon Technologies Corp

Industrials
1.77K
+ 9.28%
$114.1 - $135.66 $201K - $239K
20.8K $2.75M
BMO
Bank Of Montreal

Financial Services
5.76K
New
$94.92 - $104.14 $547K - $600K
5.76K $549K
WTM
White Mountains Insurance Group LTD

Financial Services
289
+ 21.03%
$1818.58 - $1983.07 $526K - $573K
1.66K $3.2M
AVEM
American Centy ETF Tr Avantis

ETFs
8.66K
New
$57.11 - $62.4 $495K - $541K
8.66K $521K
Activity Summary
Buys All Purchases 486 New Holdings 117 Increased Positions 369 Sells All Sells 277 Reductions 277 Sold out 0 Options Calls 0 Puts 0
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