Forum Private Client Group LLC Portfolio Holdings by Sector
Forum Private Client Group LLC
- $210 Billion
- Q2 2024
Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
---|---|---|---|---|---|---|
ETFs | ETFs
JCPB VYM IWY DFAS IAGG IUSB DFAI IXUS 55 stocks |
$197 Million
94.57% of portfolio
|
  22  
|
  31  
|
  1  
|
- |
0
Calls
0
Puts
|
Drug Manufacturers—General | Healthcare
LLY JNJ 2 stocks |
$6.09 Million
2.92% of portfolio
|
  1  
|
  1  
|
- | - |
0
Calls
0
Puts
|
Consumer Electronics | Technology
AAPL 1 stocks |
$565,526
0.27% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Telecom Services | Communication Services
T 1 stocks |
$503,583
0.24% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Healthcare Plans | Healthcare
CVS ELV 2 stocks |
$495,847
0.24% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Software—Infrastructure | Technology
MSFT 1 stocks |
$474,214
0.23% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Banks—Diversified | Financial Services
JPM 1 stocks |
$441,534
0.21% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Tools & Accessories | Industrials
SNA 1 stocks |
$421,099
0.2% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Insurance Brokers | Financial Services
BRO 1 stocks |
$412,612
0.2% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Home Improvement Retail | Consumer Cyclical
HD 1 stocks |
$335,634
0.16% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Banks—Regional | Financial Services
FITB 1 stocks |
$331,074
0.16% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Grocery Stores | Consumer Defensive
KR 1 stocks |
$316,638
0.15% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Oil & Gas Integrated | Energy
XOM 1 stocks |
$263,049
0.13% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
$262,370
0.13% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
|
Building Products & Equipment | Industrials
TT 1 stocks |
$233,211
0.11% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Staffing & Employment Services | Industrials
ADP 1 stocks |
$200,500
0.1% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|