Forum Private Client Group LLC Portfolio Holdings

Forum Private Client Group LLC

  • $230 Billion
  • Q1 2025

Forum Private Client Group LLC has filed its 13F form on May 01, 2025 for Q1 2025 where it was disclosed a total value porftolio of $230 Billion distributed in 76 stocks.

Among their holdings, we can observe that their the top five positions include companies like: J P Morgan Exchange Traded Fd with a value of $26.7B, Vanguard Whitehall Fds (Vangua with a value of $22.7B, Dimensional ETF Tr U S Small C with a value of $15.4B, Ishares Tr Russell 200 Growth with a value of $14.5B, and Dimensional ETF Tr with a value of $14.2B.

Examining the 13F form we can see an increase of $5.78B in the current position value, from $225B to 230B.

Below you can find more details about Forum Private Client Group LLC portfolio as well as his latest detailed transactions.

Portfolio value $230 Billion
ETFs: $216 Billion
Healthcare: $5.12 Billion
Financial Services: $1.44 Billion
Technology: $1.23 Billion
Industrials: $978 Million
Communication Services: $711 Million
Consumer Defensive: $698 Million
Consumer Cyclical: $586 Million
Other: $258 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$767B
$4.6 Billion 2.0% of portfolio
5,565
Q1 2025 Reduced 4.82%
$3.26T
$747 Million 0.32% of portfolio
3,362
Q1 2025 Reduced 0.06%
$203B
$711 Million 0.31% of portfolio
25,138
Q1 2025 Reduced 0.66%
$29.8B
$570 Million 0.25% of portfolio
4,585
Q1 2025 Reduced 0.91%
$17.1B
$550 Million 0.24% of portfolio
1,631
Q1 2025 Added 0.62%
$788B
$521 Million 0.23% of portfolio
2,125
Q1 2025 Reduced 0.47%
$3.51T
$481 Million 0.21% of portfolio
1,281
Q1 2025 Added 0.47%
$46.8B
$421 Million 0.18% of portfolio
6,226
Q4 2024 Added 0.08%
$27.3B
$346 Million 0.15% of portfolio
8,828
Q4 2024 Reduced 2.7%
$84.4B
$316 Million 0.14% of portfolio
4,670
Q1 2025 Added 0.95%
$2.22T
$319 Million 0.14% of portfolio
1,675
Q1 2025 Added 4.95%
$386B
$277 Million 0.12% of portfolio
1,625
Q1 2025 Added 0.43%
$377B
$268 Million 0.12% of portfolio
731
Q1 2025 Added 0.41%
$447B
$258 Million 0.11% of portfolio
2,169
Q1 2025 Reduced 0.91%
$131B
$226 Million 0.1% of portfolio
740
Q4 2024 Reduced 11.9%
$46.1B
$203 Million 0.09% of portfolio
647
Q1 2025 New

Summary

  • Portfolio
  • No. of Stocks 76
  • Current Value $230 Billion
  • Prior Value $225 Billion
  • Filing
  • Period Q1 2025
  • Filing Date May 01, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 3 stocks
  • Additional Purchases 31 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 36 stocks
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