Forum Financial Management, LP Q1 2024 Filing
Filed May 9, 2024
Portfolio Value
$5.9T
Holdings
741
Report Date
Q1 2024
Filing Type
13F-HR
All Holdings (741 positions)
| Stock | Value |
|---|---|
CNPCENTERPOINT ENERGY INC | $2.0M |
QCOMQUALCOMM INC | $2.0M |
SUBISHARES TR | $2.0M |
IWBISHARES TR | $2.0M |
AVREAMERICAN CENTY ETF TR | $1.9M |
CSCOCISCO SYS INC | $1.9M |
ETENERGY TRANSFER L P | $1.9M |
PCTPURECYCLE TECHNOLOGIES INC | $1.9M |
IVWISHARES TR | $1.8M |
SNYSANOFI | $1.8M |
MAMASTERCARD INCORPORATED | $1.8M |
PEPPEPSICO INC | $1.8M |
DWDMORGAN STANLEY | $1.8M |
MPCMARATHON PETE CORP | $1.7M |
UBSUBS GROUP AG | $1.7M |
UNPUNION PAC CORP | $1.7M |
MUMICRON TECHNOLOGY INC | $1.7M |
ORCLORACLE CORP | $1.7M |
BACVERIZON COMMUNICATIONS INC | $1.7M |
VUGVANGUARD INDEX FDS | $1.7M |
SONYSONY GROUP CORP | $1.7M |
BHPBHP GROUP LTD | $1.7M |
ACNACCENTURE PLC IRELAND | $1.7M |
LINLINDE PLC | $1.7M |
ALSALLSTATE CORP | $1.7M |
RYROYAL BK CDA | $1.6M |
AVDEAMERICAN CENTY ETF TR | $1.6M |
HMCHONDA MOTOR LTD | $1.6M |
NDQINVESCO QQQ TR | $1.6M |
TRVCCITIGROUP INC | $1.6M |
GSGOLDMAN SACHS GROUP INC | $1.6M |
AWMSKYWORKS SOLUTIONS INC | $1.6M |
PFEPFIZER INC | $1.6M |
IVEISHARES TR | $1.6M |
AXPAMERICAN EXPRESS CO | $1.6M |
DFNMDIMENSIONAL ETF TRUST | $1.6M |
SDYSPDR SER TR | $1.5M |
IBMINTERNATIONAL BUSINESS MACHS | $1.5M |
XLKSELECT SECTOR SPDR TR | $1.5M |
CITHE CIGNA GROUP | $1.5M |
DBDEUTSCHE BANK A G | $1.5M |
DHRDANAHER CORPORATION | $1.5M |
AMATAPPLIED MATLS INC | $1.5M |
ETNEATON CORP PLC | $1.4M |
CVSCVS HEALTH CORP | $1.4M |
DFAUDIMENSIONAL ETF TRUST | $1.3M |
BKBANK NEW YORK MELLON CORP | $1.3M |
NSCNORFOLK SOUTHN CORP | $1.3M |
RTXRTX CORPORATION | $1.3M |
PSXPHILLIPS 66 | $1.3M |
SCHWSCHWAB CHARLES CORP | $1.2M |
CNRCANADIAN NATL RY CO | $1.2M |
BABOEING CO | $1.2M |
MDTMEDTRONIC PLC | $1.2M |
TXNTEXAS INSTRS INC | $1.2M |
CBCHUBB LIMITED | $1.2M |
ZTSZOETIS INC | $1.2M |
AVEMAMERICAN CENTY ETF TR | $1.2M |
LOWLOWES COS INC | $1.2M |
WF2WINTRUST FINL CORP | $1.1M |
PGRPROGRESSIVE CORP | $1.1M |
DFAIDIMENSIONAL ETF TRUST | $1.1M |
ADPAUTOMATIC DATA PROCESSING IN | $1.1M |
MFGMIZUHO FINANCIAL GROUP INC | $1.1M |
SCZISHARES TR | $1.1M |
PRUPRUDENTIAL FINL INC | $1.1M |
BXBLACKSTONE INC | $1.1M |
SPGIS&P GLOBAL INC | $1.1M |
HBC2HSBC HLDGS PLC | $1.1M |
GILDGILEAD SCIENCES INC | $1.1M |
IAU*ISHARES GOLD TR | $1.1M |
MARMARRIOTT INTL INC NEW | $1.0M |
OKEONEOK INC NEW | $1.0M |
SLBSCHLUMBERGER LTD | $1.0M |
EOGEOG RES INC | $1.0M |
KMBKIMBERLY-CLARK CORP | $1.0M |
WMBWILLIAMS COS INC | $1.0M |
TRVTRAVELERS COMPANIES INC | $1.0M |
BLDRBUILDERS FIRSTSOURCE INC | $1.0M |
KMIKINDER MORGAN INC DEL | $1.0M |
METMETLIFE INC | $1.0M |
SANBANCO SANTANDER S.A. | $990K |
VLOVALERO ENERGY CORP | $986K |
4I1PHILIP MORRIS INTL INC | $981K |
DHID R HORTON INC | $959K |
AIGAMERICAN INTL GROUP INC | $941K |
VEUVANGUARD INTL EQUITY INDEX F | $924K |
TMUST-MOBILE US INC | $917K |
STZCONSTELLATION BRANDS INC | $914K |
OXYOCCIDENTAL PETE CORP | $896K |
VIGVANGUARD SPECIALIZED FUNDS | $889K |
ADIANALOG DEVICES INC | $887K |
BPBP PLC | $872K |
VNQVANGUARD INDEX FDS | $870K |
MDLZMONDELEZ INTL INC | $866K |
EPDENTERPRISE PRODS PARTNERS L | $859K |
PWRQUANTA SVCS INC | $852K |
ACGLARCH CAP GROUP LTD | $852K |
PNCPNC FINL SVCS GROUP INC | $851K |
KKRKKR & CO INC | $849K |