Forum Financial Management, LP Q1 2025 Filing
Filed May 2, 2025
Portfolio Value
$6.0B
Holdings
868
Report Date
Q1 2025
Filing Type
13F-HR
All Holdings (868 positions)
| Stock | Value |
|---|---|
SHVISHARES TR | $2.3M |
AVUSAMERICAN CENTY ETF TR | $2.3M |
DFSVDIMENSIONAL ETF TRUST | $2.3M |
4I1PHILIP MORRIS INTL INC | $2.3M |
NDQINVESCO QQQ TR | $2.3M |
DBDEUTSCHE BANK A G | $2.2M |
ETENERGY TRANSFER L P | $2.2M |
CRCCANADIAN NAT RES LTD | $2.2M |
TRVCCITIGROUP INC | $2.1M |
ERICTELEFONAKTIEBOLAGET LM ERICS | $2.1M |
IWBISHARES TR | $2.1M |
UBSUBS GROUP AG | $2.1M |
IBMINTERNATIONAL BUSINESS MACHS | $2.0M |
CBCHUBB LIMITED | $2.0M |
IVWISHARES TR | $2.0M |
LMTLOCKHEED MARTIN CORP | $2.0M |
MFGMIZUHO FINANCIAL GROUP INC | $2.0M |
AVDVAMERICAN CENTY ETF TR | $2.0M |
UNPUNION PAC CORP | $2.0M |
LINLINDE PLC | $2.0M |
CMECME GROUP INC | $2.0M |
CMCSACOMCAST CORP NEW | $2.0M |
AMDADVANCED MICRO DEVICES INC | $1.9M |
GILDGILEAD SCIENCES INC | $1.9M |
ASMLASML HOLDING N V | $1.8M |
ORCLORACLE CORP | $1.8M |
DFSEURDISCOVER FINL SVCS | $1.8M |
SBUXSTARBUCKS CORP | $1.8M |
AXPAMERICAN EXPRESS CO | $1.8M |
KMIKINDER MORGAN INC DEL | $1.8M |
AVLVAMERICAN CENTY ETF TR | $1.8M |
DFCFDIMENSIONAL ETF TRUST | $1.8M |
SANBANCO SANTANDER S.A. | $1.7M |
BKBANK NEW YORK MELLON CORP | $1.7M |
TAKTAKEDA PHARMACEUTICAL CO LTD | $1.7M |
MDTMEDTRONIC PLC | $1.7M |
GHCGRAHAM HLDGS CO | $1.7M |
NVONOVO-NORDISK A S | $1.6M |
QCOMQUALCOMM INC | $1.6M |
VVVANGUARD INDEX FDS | $1.6M |
APDAIR PRODS & CHEMS INC | $1.6M |
DHRDANAHER CORPORATION | $1.6M |
BRK-BBERKSHIRE HATHAWAY INC DEL | $1.6M |
TMOTHERMO FISHER SCIENTIFIC INC | $1.6M |
IAU*ISHARES GOLD TR | $1.6M |
IVEISHARES TR | $1.6M |
ADPAUTOMATIC DATA PROCESSING IN | $1.6M |
ADBEADOBE INC | $1.5M |
PGRPROGRESSIVE CORP | $1.5M |
AVREAMERICAN CENTY ETF TR | $1.5M |
TXNTEXAS INSTRS INC | $1.5M |
XLKSELECT SECTOR SPDR TR | $1.5M |
SPGIS&P GLOBAL INC | $1.5M |
WMBWILLIAMS COS INC | $1.5M |
TMUST-MOBILE US INC | $1.5M |
CITHE CIGNA GROUP | $1.5M |
VTVVANGUARD INDEX FDS | $1.5M |
SDYSPDR SER TR | $1.5M |
ACNACCENTURE PLC IRELAND | $1.5M |
PEPPEPSICO INC | $1.5M |
HMCHONDA MOTOR LTD | $1.5M |
BLKBLACKROCK INC | $1.5M |
INTCINTEL CORP | $1.4M |
AVUVAMERICAN CENTY ETF TR | $1.4M |
KMBKIMBERLY-CLARK CORP | $1.4M |
DFAUDIMENSIONAL ETF TRUST | $1.4M |
SCHWSCHWAB CHARLES CORP | $1.4M |
VSTVISTRA CORP | $1.4M |
BSXBOSTON SCIENTIFIC CORP | $1.4M |
VIGVANGUARD SPECIALIZED FUNDS | $1.4M |
AZNASTRAZENECA PLC | $1.3M |
NSCNORFOLK SOUTHN CORP | $1.3M |
MOALTRIA GROUP INC | $1.2M |
ELVELEVANCE HEALTH INC | $1.2M |
NEMNEWMONT CORP | $1.2M |
SYKSTRYKER CORPORATION | $1.2M |
TRVTRAVELERS COMPANIES INC | $1.2M |
FISVFISERV INC | $1.2M |
DFAIDIMENSIONAL ETF TRUST | $1.2M |
BMYBRISTOL-MYERS SQUIBB CO | $1.1M |
MPCMARATHON PETE CORP | $1.1M |
HONHONEYWELL INTL INC | $1.1M |
DFSDDIMENSIONAL ETF TRUST | $1.1M |
KKRKKR & CO INC | $1.1M |
PNCPNC FINL SVCS GROUP INC | $1.1M |
VTIPVANGUARD MALVERN FDS | $1.1M |
ETNEATON CORP PLC | $1.1M |
AWMSKYWORKS SOLUTIONS INC | $1.1M |
CVSCVS HEALTH CORP | $1.1M |
AFLAFLAC INC | $1.1M |
METMETLIFE INC | $1.1M |
AIGAMERICAN INTL GROUP INC | $1.1M |
AMATAPPLIED MATLS INC | $1.1M |
WOPWOODSIDE ENERGY GROUP LTD | $1.1M |
USBUS BANCORP DEL | $1.1M |
PRUPRUDENTIAL FINL INC | $1.0M |
OVVOVINTIV INC | $1.0M |
MCKMCKESSON CORP | $1.0M |
TJXTJX COS INC NEW | $1.0M |
PCARPACCAR INC | $1.0M |