Forum Financial Management, LP New Holdings 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
AMZN
Amazon Com Inc

Consumer Cyclical
112K
New
$190.26 - $242.06 $21.4M - $27.2M
112K $21.4M
ABT
Abbott Laboratories

Healthcare
58.5K
New
$111.1 - $140.22 $6.5M - $8.21M
58.5K $7.76M
BAC
Bank Of America Corp

Financial Services
105K
New
$39.61 - $47.74 $4.14M - $4.99M
105K $4.36M
ALL
Allstate Corp

Financial Services
17.8K
New
$180.99 - $210.18 $3.21M - $3.73M
17.8K $3.68M
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
AMD
Advanced Micro Devices Inc

Technology
19K
New
$96.63 - $129.55 $1.83M - $2.46M
19K $1.95M
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
AVUV
American Centy ETF Tr Avantis

ETFs
16.3K
New
$84.95 - $100.62 $1.38M - $1.64M
16.3K $1.42M
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
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
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
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
BMO
Bank Of Montreal

Financial Services
5.76K
New
$94.92 - $104.14 $547K - $600K
5.76K $549K
AVEM
American Centy ETF Tr Avantis

ETFs
8.66K
New
$57.11 - $62.4 $495K - $541K
8.66K $521K
BXSL
Blackstone Secured Lending Fund

Financial Services
15.7K
New
$31.3 - $34.5 $493K - $543K
15.7K $509K
WRB
Berkley W R Corp

Financial Services
7.11K
New
$56.7 - $71.27 $403K - $507K
7.11K $506K
AZO
Autozone Inc

Consumer Cyclical
129
New
$3193.96 - $3828.11 $412K - $494K
129 $491K
ABNB
Airbnb, Inc.

Consumer Cyclical
3.84K
New
$119.38 - $161.42 $459K - $620K
3.84K $459K
BNS
Bank Of Nova Scotia

Financial Services
9.64K
New
$47.21 - $53.7 $455K - $517K
9.64K $456K
APH
Amphenol Corp

Technology
6.68K
New
$61.62 - $78.55 $412K - $525K
6.68K $438K
ADM
Archer Daniels Midland CO

Consumer Defensive
8.89K
New
$45.22 - $52.17 $402K - $464K
8.89K $426K
ALK
Alaska Air Group, Inc.

Industrials
8.59K
New
$49.22 - $76.6 $423K - $658K
8.59K $422K
AME
Ametek Inc

Industrials
2.33K
New
$170.39 - $190.43 $398K - $444K
2.33K $401K
SCHX
Schwab Strategic Tr Us Large C

ETFs
17.5K
New
$21.75 - $24.28 $380K - $424K
17.5K $385K
ADSK
Autodesk, Inc.

Technology
1.54K
New
N/A
1.54K $379K
PTC
Ptc Inc.

Technology
2.28K
New
$153.3 - $193.48 $349K - $441K
2.28K $353K
GLD
Spdr Gold Trust

ETFs
1.22K
New
$243.19 - $288.14 $296K - $351K
1.22K $350K
BROS
Dutch Bros Inc.

Consumer Cyclical
5.47K
New
$55.77 - $85.37 $305K - $467K
5.47K $337K
CORT
Corcept Therapeutics Inc

Healthcare
2.88K
New
$49.85 - $114.22 $144K - $329K
2.88K $329K
LTH
Life Time Group Holdings, Inc.

Consumer Cyclical
10.6K
New
$22.39 - $33.23 $237K - $351K
10.6K $319K
PODD
Insulet Corp

Healthcare
1.14K
New
$237.06 - $288.29 $270K - $329K
1.14K $299K
AFG
American Financial Group Inc

Financial Services
2.26K
New
$119.82 - $138.45 $271K - $313K
2.26K $296K
LDOS
Leidos Holdings, Inc.

Technology
2.19K
New
$126.82 - $161.11 $278K - $353K
2.19K $295K
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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