Forum Private Client Group LLC Portfolio Holdings by Sector

Forum Private Client Group LLC

$230 Billion
Q1 2025

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
ETFs \| ETFs JCPB VYM DFAS IWY DFAI IUSB IXUS IVV 57 stocks	$215 Million 95.02% of portfolio	25	29	1	-	0 Calls 0 Puts
Drug Manufacturers—General \| Healthcare LLY 1 stocks	$4.6 Million 2.03% of portfolio	-	1	-	-	0 Calls 0 Puts
Consumer Electronics \| Technology AAPL 1 stocks	$746,811 0.33% of portfolio	-	1	-	-	0 Calls 0 Puts
Telecom Services \| Communication Services T 1 stocks	$710,897 0.31% of portfolio	-	1	-	-	0 Calls 0 Puts
Insurance Brokers \| Financial Services BRO 1 stocks	$570,425 0.25% of portfolio	-	1	-	-	0 Calls 0 Puts
Tools & Accessories \| Industrials SNA 1 stocks	$549,635 0.24% of portfolio	1	-	-	-	0 Calls 0 Puts
Healthcare Plans \| Healthcare CVS ELV 2 stocks	$526,728 0.23% of portfolio	2	-	1	-	0 Calls 0 Puts
Banks—Diversified \| Financial Services JPM 1 stocks	$521,263 0.23% of portfolio	-	1	-	-	0 Calls 0 Puts
Software—Infrastructure \| Technology MSFT 1 stocks	$480,689 0.21% of portfolio	1	-	-	-	0 Calls 0 Puts
Grocery Stores \| Consumer Defensive KR 1 stocks	$421,414 0.19% of portfolio	-	-	-	-	0 Calls 0 Puts
Banks—Regional \| Financial Services FITB 1 stocks	$346,058 0.15% of portfolio	-	-	-	-	0 Calls 0 Puts
Internet Retail \| Consumer Cyclical AMZN 1 stocks	$318,686 0.14% of portfolio	1	-	-	-	0 Calls 0 Puts
Household & Personal Products \| Consumer Defensive PG 1 stocks	$276,930 0.12% of portfolio	1	-	-	-	0 Calls 0 Puts
Closed-End Fund - Foreign \| ETFs EEM 1 stocks	$274,828 0.12% of portfolio	-	1	-	-	0 Calls 0 Puts
Home Improvement Retail \| Consumer Cyclical HD 1 stocks	$267,769 0.12% of portfolio	1	-	-	-	0 Calls 0 Puts
Oil & Gas Integrated \| Energy XOM 1 stocks	$257,991 0.11% of portfolio	-	1	-	-	0 Calls 0 Puts
Staffing & Employment Services \| Industrials ADP 1 stocks	$226,092 0.1% of portfolio	-	-	-	-	0 Calls 0 Puts
Specialty Industrial Machinery \| Industrials CMI 1 stocks	$202,741 0.09% of portfolio	1	-	1	-	0 Calls 0 Puts

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