Forum Financial Management, LP Incresed Positions in Q3 2024

Forum Financial Management, LP

  • $5.24 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
TD
Toronto Dominion Bank

Financial Services
20
+ 0.18%
$54.54 - $64.56 $1.09K - $1.29K
11.4K $721K
TRGP
Targa Resources Corp.

Energy
6
+ 0.12%
$127.86 - $156.46 $767 - $939
4.98K $736K
CTAS
Cintas Corp

Industrials
2.3K
+ 301.18%
$201.38 - $819.83 $462K - $1.88M
3.06K $629K
BEPC
Brookfield Renewable Corp

Utilities
5
+ 0.02%
$26.92 - $32.89 $135 - $164
22.2K $725K
AVGO
Broadcom Inc.

Technology
27.1K
+ 847.57%
$136.27 - $1745.86 $3.69M - $47.2M
30.3K $5.22M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
668
+ 6.01%
$58.03 - $65.37 $38.8K - $43.7K
11.8K $762K
DFAI
Dimensional ETF Tr

ETFs
428
+ 1.16%
$28.69 - $32.06 $12.3K - $13.7K
37.2K $1.18M
EXC
Exelon Corp

Utilities
1.15K
+ 16.43%
$34.24 - $40.55 $39.5K - $46.8K
8.18K $331K
ANET
Arista Networks, Inc.

Technology
33
+ 1.48%
$311.42 - $388.21 $10.3K - $12.8K
2.27K $870K
FSLR
First Solar, Inc.

Technology
2
+ 0.06%
$205.36 - $255.78 $411 - $512
3.52K $877K
WEC
Wec Energy Group, Inc.

Utilities
1
+ 0.02%
$77.68 - $96.19 $77.7 - $96.2
4.61K $443K
BAX
Baxter International Inc

Healthcare
1.34K
+ 20.2%
$32.85 - $40.26 $44.1K - $54K
7.98K $303K
WMB
Williams Companies, Inc.

Energy
12
+ 0.05%
$41.24 - $46.22 $495 - $555
25.5K $1.16M
DFAU
Dimensional ETF Tr

ETFs
1
+ 0.0%
$35.8 - $39.69 $35.8 - $39.7
36.4K $1.45M
UL
Unilever PLC

Consumer Defensive
342
+ 5.88%
$54.7 - $65.59 $18.7K - $22.4K
6.16K $400K
JLL
Jones Lang Lasalle Inc

Real Estate
2
+ 0.16%
$198.7 - $272.0 $397 - $544
1.22K $328K
EXP
Eagle Materials Inc

Basic Materials
1
+ 0.09%
$212.39 - $292.18 $212 - $292
1.11K $319K
WTFC
Wintrust Financial Corp

Financial Services
166
+ 2.81%
$96.43 - $111.89 $16K - $18.6K
6.07K $658K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
498
+ 9.68%
$77.02 - $85.06 $38.4K - $42.4K
5.64K $476K
MTB
M&T Bank Corp

Financial Services
2
+ 0.07%
$146.49 - $179.85 $293 - $360
2.81K $500K
NDAQ
Nasdaq, Inc.

Financial Services
1
+ 0.02%
$59.48 - $74.31 $59.5 - $74.3
5.8K $423K
DAL
Delta Air Lines, Inc.

Industrials
844
+ 9.89%
$37.32 - $51.8 $31.5K - $43.7K
9.38K $476K
NOW
Service Now, Inc.

Technology
19
+ 3.73%
$730.87 - $937.36 $13.9K - $17.8K
528 $472K
UHS
Universal Health Services Inc

Healthcare
2
+ 0.12%
$178.68 - $241.52 $357 - $483
1.63K $372K
ACM
Aecom

Industrials
20
+ 0.43%
$82.37 - $103.25 $1.65K - $2.07K
4.63K $478K
CW
Curtiss Wright Corp

Industrials
1
+ 0.08%
$265.18 - $332.22 $265 - $332
1.22K $400K
CINF
Cincinnati Financial Corp

Financial Services
4
+ 0.1%
$115.7 - $138.2 $463 - $553
3.86K $525K
NRG
Nrg Energy, Inc.

Utilities
5
+ 0.09%
$68.89 - $91.22 $344 - $456
5.27K $480K
DD
Du Pont De Nemours, Inc.

Basic Materials
43
+ 0.56%
$77.22 - $89.49 $3.32K - $3.85K
7.78K $693K
MAR
Marriott International Inc

Consumer Cyclical
5
+ 0.05%
$211.35 - $255.11 $1.06K - $1.28K
9.9K $2.46M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
395
+ 17.53%
$105.53 - $118.34 $41.7K - $46.7K
2.65K $309K
ITOT
Ishares Core S&P Total U.S. St

ETFs
405
+ 16.5%
$113.41 - $125.62 $45.9K - $50.9K
2.86K $359K
BRO
Brown & Brown, Inc.

Financial Services
2
+ 0.04%
$89.11 - $105.82 $178 - $212
4.71K $488K
XLV
Select Sector Spdr Fund Health

ETFs
26
+ 0.35%
$143.3 - $157.24 $3.73K - $4.09K
7.44K $1.15M
GM
General Motors CO

Consumer Cyclical
1.84K
+ 16.93%
$39.95 - $49.9 $73.5K - $91.9K
12.7K $570K
AMP
Ameriprise Financial Inc

Financial Services
3
+ 0.21%
$391.53 - $469.81 $1.17K - $1.41K
1.46K $687K
LPX
Louisiana Pacific Corp

Industrials
2
+ 0.08%
$80.06 - $107.45 $160 - $215
2.54K $273K
UAL
United Airlines Holdings, Inc.

Industrials
306
+ 5.81%
$37.88 - $58.85 $11.6K - $18K
5.58K $318K
PSN
Parsons Corp

Industrials
1
+ 0.04%
$76.52 - $103.68 $76.5 - $104
2.77K $287K
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
70
+ 12.07%
$523.84 - $572.02 $36.7K - $40K
650 $370K
SHOP
Shopify Inc.

Technology
20
+ 0.48%
$52.26 - $80.75 $1.05K - $1.62K
4.17K $334K
HUBB
Hubbell Inc

Industrials
2
+ 0.22%
$355.55 - $428.48 $711 - $857
904 $387K
KDP
Keurig Dr Pepper Inc.

Consumer Defensive
8
+ 0.06%
$31.95 - $38.02 $256 - $304
13.8K $518K
TJX
Tjx Companies Inc

Consumer Cyclical
3
+ 0.04%
$107.93 - $120.23 $324 - $361
7.41K $871K
VXF
Vanguard Extended Market ETF

ETFs
62
+ 1.81%
$163.98 - $182.92 $10.2K - $11.3K
3.49K $635K
FTV
Fortive Corp

Technology
497
+ 14.5%
$67.01 - $79.2 $33.3K - $39.4K
3.92K $309K
MSCI
Msci Inc.

Financial Services
6
+ 1.17%
$479.31 - $584.91 $2.88K - $3.51K
521 $303K
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
11
+ 0.37%
$138.85 - $182.81 $1.53K - $2.01K
2.98K $528K
IT
Gartner Inc

Technology
3
+ 0.33%
$441.32 - $516.47 $1.32K - $1.55K
925 $468K
Activity Summary
Buys All Purchases 451 New Holdings 74 Increased Positions 377 Sells All Sells 219 Reductions 219 Sold out 0 Options Calls 0 Puts 0
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