Forum Private Client Group LLC Portfolio Holdings

Forum Private Client Group LLC

  • $225 Billion
  • Q3 2024

Forum Private Client Group LLC has filed its 13F form on November 12, 2024 for Q3 2024 where it was disclosed a total value porftolio of $225 Billion distributed in 74 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 $24.3B, Vanguard Whitehall Fds (Vangua with a value of $21.8B, Dimensional ETF Tr U S Small C with a value of $15.5B, Ishares Tr Russell 200 Growth with a value of $15.2B, and Ishares Core Total Usd Bond Ma with a value of $13B.

Examining the 13F form we can see an increase of $14.7B in the current position value, from $210B to 225B.

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

Portfolio value $225 Billion
ETFs: $211 Billion
Healthcare: $6.42 Billion
Financial Services: $1.33 Billion
Technology: $1.08 Billion
Industrials: $907 Million
Consumer Defensive: $637 Million
Communication Services: $578 Million
Consumer Cyclical: $395 Million
Other: $280 Million

Stock Holdings Table Market Cap. of $300 Millions to $2 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$1.12B
$379 Million 0.17% of portfolio
15,136
Q3 2024 New

Summary

  • Portfolio
  • No. of Stocks 74
  • Current Value $225 Billion
  • Prior Value $210 Billion
  • Filing
  • Period Q3 2024
  • Filing Date November 12, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 1 stocks
  • Additional Purchases 27 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 41 stocks
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