Forum Financial Management, LP Q1 2023 Filing
Filed April 19, 2023
Portfolio Value
$3.5T
Holdings
620
Report Date
Q1 2023
Filing Type
13F-HR
All Holdings (620 positions)
| Stock | Value |
|---|---|
IVWISHARES TR | $1.5M |
AVDEAMERICAN CENTY ETF TR | $1.5M |
ADBEADOBE SYSTEMS INCORPORATED | $1.5M |
BMYBRISTOL-MYERS SQUIBB CO | $1.4M |
VUGVANGUARD INDEX FDS | $1.4M |
VOOVANGUARD INDEX FDS | $1.4M |
QCOMQUALCOMM INC | $1.4M |
GEGENERAL ELECTRIC CO | $1.4M |
TXNTEXAS INSTRS INC | $1.3M |
IVEISHARES TR | $1.3M |
CNRCANADIAN NATL RY CO | $1.3M |
SMFGSUMITOMO MITSUI FINL GROUP I | $1.3M |
OXYOCCIDENTAL PETE CORP | $1.3M |
MDTMEDTRONIC PLC | $1.3M |
TAKTAKEDA PHARMACEUTICAL CO LTD | $1.3M |
MPCMARATHON PETE CORP | $1.3M |
4I1PHILIP MORRIS INTL INC | $1.3M |
ELVELEVANCE HEALTH INC | $1.3M |
LINLINDE PLC | $1.2M |
ACNACCENTURE PLC IRELAND | $1.2M |
ZTSZOETIS INC | $1.2M |
MAMASTERCARD INCORPORATED | $1.2M |
GSGOLDMAN SACHS GROUP INC | $1.2M |
DIODDIODES INC | $1.1M |
UBSUBS GROUP AG | $1.1M |
TRVCCITIGROUP INC | $1.1M |
CVSCVS HEALTH CORP | $1.1M |
XLKSELECT SECTOR SPDR TR | $1.1M |
HMCHONDA MOTOR LTD | $1.1M |
CITHE CIGNA GROUP | $1.1M |
EFAISHARES TR | $1.1M |
KMIKINDER MORGAN INC DEL | $1.1M |
NSCNORFOLK SOUTHN CORP | $1.0M |
BABOEING CO | $1.0M |
BANFBANCFIRST CORP | $1.0M |
KMBKIMBERLY-CLARK CORP | $1.0M |
IBMINTERNATIONAL BUSINESS MACHS | $1.0M |
ALSALLSTATE CORP | $1.0M |
HSYHERSHEY CO | $1.0M |
BKBANK NEW YORK MELLON CORP | $994K |
CATCATERPILLAR INC | $991K |
MDLZMONDELEZ INTL INC | $989K |
NFLXNETFLIX INC | $984K |
AVEMAMERICAN CENTY ETF TR | $975K |
KMXCARMAX INC | $974K |
SLBSCHLUMBERGER LTD | $957K |
ORCLORACLE CORP | $944K |
CBCHUBB LIMITED | $941K |
IAU*ISHARES GOLD TR | $931K |
HBC2HSBC HLDGS PLC | $923K |
AXPAMERICAN EXPRESS CO | $906K |
ADIANALOG DEVICES INC | $886K |
VEUVANGUARD INTL EQUITY INDEX F | $880K |
OVVOVINTIV INC | $877K |
AFLAFLAC INC | $871K |
NDQINVESCO QQQ TR | $868K |
VLOVALERO ENERGY CORP | $863K |
BPBP PLC | $855K |
LOWLOWES COS INC | $852K |
BIIBBIOGEN INC | $845K |
UPSUNITED PARCEL SERVICE INC | $842K |
UNPUNION PAC CORP | $833K |
DVNDEVON ENERGY CORP NEW | $832K |
DBDEUTSCHE BANK A G | $816K |
MFGMIZUHO FINANCIAL GROUP INC | $814K |
WMBWILLIAMS COS INC | $810K |
SPGIS&P GLOBAL INC | $803K |
TMUST-MOBILE US INC | $802K |
AMATAPPLIED MATLS INC | $801K |
EOGEOG RES INC | $798K |
CHMGCHEMUNG FINL CORP | $797K |
ERICERICSSON | $784K |
HUMHUMANA INC | $782K |
PGRPROGRESSIVE CORP | $770K |
WF2WINTRUST FINL CORP | $769K |
NOKNOKIA CORP | $768K |
OKEONEOK INC NEW | $765K |
AZNASTRAZENECA PLC | $764K |
WABWABTEC | $761K |
PSXPHILLIPS 66 | $760K |
RSPINVESCO EXCHANGE TRADED FD T | $755K |
DFSUDIMENSIONAL ETF TRUST | $750K |
METMETLIFE INC | $738K |
TRVTRAVELERS COMPANIES INC | $738K |
SCHWSCHWAB CHARLES CORP | $732K |
MUMICRON TECHNOLOGY INC | $727K |
ABJAABB LTD | $726K |
NOCNORTHROP GRUMMAN CORP | $715K |
TDTORONTO DOMINION BK ONT | $709K |
IWRISHARES TR | $708K |
FFORD MTR CO DEL | $703K |
MARMARRIOTT INTL INC NEW | $696K |
EPDENTERPRISE PRODS PARTNERS L | $696K |
MCKMCKESSON CORP | $692K |
HEIHEICO CORP NEW | $690K |
STZCONSTELLATION BRANDS INC | $690K |
BDXBECTON DICKINSON & CO | $687K |
USBUS BANCORP DEL | $678K |
SCLSTEPAN CO | $677K |
VIGVANGUARD SPECIALIZED FUNDS | $675K |