Forum Private Client Group LLC Incresed Positions in Q1 2025

Forum Private Client Group LLC

  • $230 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
JCPB
J P Morgan Exchange Traded Fd

ETFs
28.2K
+ 5.23%
$45.56 - $47.23 $1.28M - $1.33M
567K $26.7B
DFAI
Dimensional ETF Tr

ETFs
30.7K
+ 7.25%
$28.88 - $32.4 $886K - $994K
454K $14.2B
BNDX
Vanguard Total International B

ETFs
37.1K
+ 32.18%
$48.33 - $49.5 $1.8M - $1.84M
153K $7.45B
Dimensional ETF Trust
31.2K
+ 27.86%
N/A
143K $3.76B
VYM
Vanguard Whitehall Fds (Vangua

ETFs
4.68K
+ 2.74%
$126.11 - $135.06 $591K - $633K
176K $22.7B
IUSB
Ishares Core Total Usd Bond Ma

ETFs
11.7K
+ 4.04%
$44.72 - $46.25 $524K - $542K
302K $13.9B
IXUS
Ishares Tr

ETFs
786
+ 0.48%
$65.06 - $72.31 $51.1K - $56.8K
164K $11.5B
BSV
Vanguard Bd Index Fd Inc Short

ETFs
4.98K
+ 8.74%
$76.94 - $78.28 $383K - $390K
62K $4.85B
DFAE
Dimensional ETF Tr

ETFs
10.6K
+ 4.39%
$24.64 - $26.86 $261K - $285K
252K $6.52B
SPIB
Spdr Portfolio Intermediate Te

ETFs
6.67K
+ 5.36%
$32.5 - $33.3 $217K - $222K
131K $4.35B
BND
Vanguard Bd Index Fd Inc Total

ETFs
2.5K
+ 5.92%
$71.17 - $73.66 $178K - $184K
44.7K $3.28B
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
1.93K
+ 5.15%
$77.7 - $78.94 $150K - $152K
39.3K $3.1B
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
2.08K
+ 8.96%
$49.25 - $50.66 $103K - $106K
25.3K $1.26B
CVS
Cvs Health Corp

Healthcare
44
+ 0.95%
$44.22 - $68.64 $1.95K - $3.02K
4.67K $316M
DFCF
Dimensional ETF Tr Core Fxd In

ETFs
1.67K
+ 20.72%
$40.79 - $42.32 $68.1K - $70.6K
9.72K $409M
EFA
Ishares Tr Msci Eafe ETF

ETFs
7
+ 0.09%
$74.85 - $84.89 $524 - $594
7.52K $614M
DFAU
Dimensional ETF Tr

ETFs
2.38K
+ 7.88%
$37.84 - $42.29 $90.1K - $101K
32.6K $1.25B
SHY
Ishares Barclays 1 3 Year Trea

ETFs
280
+ 4.86%
$81.83 - $82.73 $22.9K - $23.2K
6.05K $500M
JMUB
Jp Morgan Tr Mun ETF (De)

ETFs
259
+ 1.78%
$49.69 - $50.76 $12.9K - $13.1K
14.8K $740M
PG
Procter & Gamble CO

Consumer Defensive
7
+ 0.43%
$158.56 - $176.26 $1.11K - $1.23K
1.63K $277M
FPEI
First Tr ETF Iii Instl Pfd Sec

ETFs
121
+ 0.33%
$18.54 - $18.88 $2.24K - $2.28K
36.3K $679M
SNA
Snap On Inc

Industrials
10
+ 0.62%
$324.09 - $358.62 $3.24K - $3.59K
1.63K $550M
MUB
Ishares National Muni Bond ETF

ETFs
9
+ 0.22%
$104.71 - $107.69 $942 - $969
4.17K $439M
HD
Home Depot, Inc.

Consumer Cyclical
3
+ 0.41%
$347.25 - $424.87 $1.04K - $1.27K
731 $268M
AMZN
Amazon Com Inc

Consumer Cyclical
79
+ 4.95%
$190.26 - $242.06 $15K - $19.1K
1.68K $319M
IWL
Ishares Tr Russell 200 ETF

ETFs
5
+ 0.11%
$135.83 - $151.73 $679 - $759
4.53K $622M
MSFT
Microsoft Corp

Technology
6
+ 0.47%
$375.39 - $447.2 $2.25K - $2.68K
1.28K $481M
IVV
Ishares Core S&P 500 ETF

ETFs
460
+ 2.99%
$554.06 - $615.85 $255K - $283K
15.9K $8.91B
DFAS
Dimensional ETF Tr U S Small C

ETFs
10.6K
+ 4.27%
$58.81 - $68.2 $623K - $722K
258K $15.4B
IWY
Ishares Tr Russell 200 Growth

ETFs
1.33K
+ 1.98%
$210.19 - $243.33 $279K - $323K
68.5K $14.5B
Activity Summary
Buys All Purchases 34 New Holdings 3 Increased Positions 31 Sells All Sells 36 Reductions 36 Sold out 0 Options Calls 0 Puts 0
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