Forum Financial Management, LP Incresed Positions in Q1 2025

Forum Financial Management, LP

  • $5.28 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
135K
+ 1.79%
$97.25 - $104.79 $13.1M - $14.1M
7.65M $794M
DFEM
Dimensional ETF Tr Emerging Mk

ETFs
253K
+ 1.55%
$25.35 - $27.46 $6.43M - $6.96M
16.6M $439M
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
ABBV
Abb Vie Inc.

Healthcare
409
+ 0.7%
$169.2 - $216.66 $69.2K - $88.6K
59.2K $12.4M
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
MS
Morgan Stanley

Financial Services
13.2K
+ 62.99%
$111.68 - $141.08 $1.48M - $1.87M
34.3K $4M
XOM
Exxon Mobil Corp

Energy
299
+ 0.34%
$105.44 - $118.93 $31.5K - $35.6K
87.5K $10.4M
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
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
WTM
White Mountains Insurance Group LTD

Financial Services
289
+ 21.03%
$1818.58 - $1983.07 $526K - $573K
1.66K $3.2M
QCOM
Qualcomm Inc

Technology
3.24K
+ 43.63%
$151.94 - $175.86 $492K - $569K
10.7K $1.64M
VTV
Vanguard Value ETF

ETFs
2.56K
+ 41.97%
$167.73 - $179.21 $430K - $459K
8.67K $1.5M
COST
Costco Wholesale Corp

Consumer Defensive
229
+ 4.66%
$890.62 - $1076.86 $204K - $247K
5.15K $4.87M
IAU
Ishares Gold Trust

ETFs
1.42K
+ 5.62%
$49.74 - $58.96 $70.4K - $83.5K
26.6K $1.57M
CHD
Church & Dwight CO Inc

Consumer Defensive
2.79K
+ 97.28%
$101.42 - $113.2 $282K - $315K
5.65K $621K
VVI
Viad Corp

Industrials
7.59K
+ 81.5%
$38.76 - $41.63 $294K - $316K
16.9K $691K
SYK
Stryker Corp

Healthcare
699
+ 28.47%
$355.18 - $399.9 $248K - $280K
3.15K $1.17M
MAR
Marriott International Inc

Consumer Cyclical
3.08K
+ 27.61%
$237.01 - $304.45 $729K - $936K
14.2K $3.39M
OKE
Oneok Inc

Energy
2.86K
+ 39.13%
$89.57 - $109.85 $256K - $314K
10.2K $1.01M
VRTX
Vertex Pharmaceuticals Inc

Healthcare
246
+ 13.31%
$402.49 - $513.76 $99K - $126K
2.09K $1.02M
DFIP
Dimensional ETF Tr Inflation P

ETFs
3.24K
+ 3.93%
$40.27 - $42.11 $131K - $137K
85.8K $3.61M
NOC
Northrop Grumman Corp

Industrials
392
+ 26.15%
$433.45 - $513.82 $170K - $201K
1.89K $968K
PGR
Progressive Corp

Financial Services
57
+ 1.07%
$235.61 - $291.22 $13.4K - $16.6K
5.38K $1.52M
UNH
Unitedhealth Group Inc

Healthcare
168
+ 1.98%
$461.52 - $548.18 $77.5K - $92.1K
8.65K $4.53M
VEU
Vanguard Ftse All World Ex Us

ETFs
3.64K
+ 87.54%
$56.51 - $62.98 $206K - $229K
7.8K $473K
PCT
Pure Cycle Technologies, Inc.

Industrials
45K
+ 150.0%
$6.92 - $10.9 $311K - $491K
75K $519K
SPOT
Spotify Technology S.A.

Communication Services
162
+ 15.46%
$457.79 - $648.32 $74.2K - $105K
1.21K $665K
RIVN
Rivian Automotive, Inc.

Consumer Cyclical
16.9K
+ 83.27%
$10.61 - $16.49 $179K - $278K
37.2K $462K
NFLX
Netflix Inc

Communication Services
62
+ 1.9%
$828.4 - $1058.6 $51.4K - $65.6K
3.33K $3.1M
BMY
Bristol Myers Squibb CO

Healthcare
1.85K
+ 10.93%
$53.9 - $63.11 $99.4K - $116K
18.7K $1.14M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
9.7K
+ 47.38%
$21.23 - $23.75 $206K - $230K
30.2K $649K
CPRT
Copart Inc

Consumer Cyclical
3.31K
+ 59.89%
$52.3 - $59.83 $173K - $198K
8.83K $499K
RSP
Invesco S&P 500 Equal Weight E

ETFs
1.1K
+ 25.23%
$169.43 - $182.84 $187K - $201K
5.47K $947K
CHTR
Charter Communications, Inc.

Communication Services
401
+ 32.47%
$334.89 - $384.77 $134K - $154K
1.64K $602K
NOK
Nokia Corp

Technology
2.9K
+ 1.52%
$4.43 - $5.42 $12.9K - $15.7K
194K $1.02M
MA
Mastercard Inc

Financial Services
143
+ 3.32%
$504.67 - $576.31 $72.2K - $82.4K
4.45K $2.44M
BSX
Boston Scientific Corp

Healthcare
112
+ 0.84%
$89.38 - $106.18 $10K - $11.9K
13.4K $1.36M
CSCO
Cisco Systems, Inc.

Technology
869
+ 2.11%
$58.74 - $64.87 $51K - $56.4K
42K $2.59M
SBUX
Starbucks Corp

Consumer Cyclical
308
+ 1.7%
$91.75 - $115.81 $28.3K - $35.7K
18.4K $1.81M
GME
Game Stop Corp.

Consumer Cyclical
9.66K
+ 146.66%
$21.73 - $33.37 $210K - $322K
16.2K $362K
TSN
Tyson Foods, Inc.

Consumer Defensive
1.83K
+ 30.55%
$54.27 - $63.81 $99.2K - $117K
7.81K $498K
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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