Forum Financial Management
Latest statistics and disclosures from Forum Financial Management's latest quarterly 13F-HR filing:
- Top 5 stock holdings are DFAC, TLH, DFAT, DFEM, DFIC, and represent 56.27% of Forum Financial Management's stock portfolio.
- Added to shares of these 10 stocks: Amgen (+$92M), Apple (+$79M), TLH (+$38M), Amazon (+$25M), DFEM (+$20M), DFIC (+$15M), MSFT (+$13M), VGSR (+$12M), DFIS (+$9.0M), DFAT (+$9.0M).
- Started 206 new stock positions in DFSV, American Centy Etf Tr, LYFT, AXS, PCVX, MKC, Astrazeneca, IEX, Aflac, FOX.
- Reduced shares in these 10 stocks: AMGN (-$113M), AAPL (-$71M), AMZN (-$19M), OSBC (-$18M), MUB (-$9.9M), ABT (-$6.6M), HYD, AMD, BAC, AVUS.
- Sold out of its positions in AFL, AGCO, ABT, ANF, AMD, AMG, ABNB, APD, BABA, ALL.
- Forum Financial Management was a net buyer of stock by $224M.
- Forum Financial Management has $6.0B in assets under management (AUM), dropping by 0.43%.
- Central Index Key (CIK): 0001911832
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Portfolio Holdings for Forum Financial Management
Forum Financial Management holds 891 positions in its portfolio as reported in the December 2024 quarterly 13F filing
Forum Financial Management has 891 total positions. Only the first 250 positions are shown.
- Sign up to view all of the Forum Financial Management Dec. 31, 2024 positions
- Download the Forum Financial Management December 2024 csv data
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Dimensional Etf Trust Us Core Equity 2 (DFAC) | 21.5 | $1.3B | 38M | 34.59 |
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| Ishares Tr 10-20 Yr Trs Etf (TLH) | 12.4 | $748M | +5% | 7.5M | 99.54 |
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| Dimensional Etf Trust Us Targeted Vlu (DFAT) | 8.2 | $498M | 8.9M | 55.66 |
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| Dimensional Etf Trust Emerging Mkts Co (DFEM) | 7.1 | $428M | +4% | 16M | 26.19 |
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| Dimensional Etf Trust Intl Core Equity (DFIC) | 7.0 | $423M | +3% | 16M | 25.84 |
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| Dimensional Etf Trust Global Real Est (DFGR) | 5.9 | $358M | 14M | 25.54 |
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| Dimensional Etf Trust Global Core Plus (DFGP) | 4.8 | $287M | +2% | 5.4M | 52.83 |
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| Dimensional Etf Trust Us High Profitab (DUHP) | 3.8 | $232M | 6.9M | 33.79 |
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| Dimensional Etf Trust Intl Small Cap V (DISV) | 2.8 | $170M | +2% | 6.4M | 26.57 |
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| Dimensional Etf Trust Intl High Profit (DIHP) | 2.6 | $157M | +3% | 6.2M | 25.23 |
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| Amgen | 1.5 | $92M | NEW | 353k | 260.64 |
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| Dimensional Etf Trust Us Equity Market (DFUS) | 1.3 | $80M | +2% | 1.3M | 63.75 |
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| Apple | 1.3 | $79M | NEW | 315k | 250.44 |
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| Dimensional Etf Trust Us Mktwide Value (DFUV) | 0.9 | $54M | +8% | 1.3M | 40.92 |
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| Palantir Technologies Cl A (PLTR) | 0.6 | $39M | -5% | 510k | 75.63 |
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| Microsoft Corporation (MSFT) | 0.6 | $34M | +59% | 80k | 421.50 |
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| Dimensional Etf Trust World Ex Us Core (DFAX) | 0.5 | $33M | 1.3M | 24.86 |
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| Dimensional Etf Trust Intl Small Cap E (DFIS) | 0.5 | $29M | +46% | 1.2M | 24.55 |
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| Vaneck Etf Trust High Yld Munietf (HYD) | 0.5 | $29M | -14% | 549k | 51.91 |
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| NVIDIA Corporation (NVDA) | 0.4 | $26M | +28% | 190k | 134.29 |
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| Amazon | 0.4 | $25M | NEW | 116k | 219.39 |
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| Meta Platforms Cl A (META) | 0.4 | $23M | 39k | 585.51 |
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| JPMorgan Chase & Co. (JPM) | 0.3 | $20M | +3% | 83k | 239.71 |
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| Ishares Tr National Mun Etf (MUB) | 0.3 | $18M | -35% | 167k | 106.55 |
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| Dimensional Etf Trust Internatnal Val (DFIV) | 0.3 | $17M | +9% | 479k | 35.48 |
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| Dimensional Etf Trust Us Sustainabilty (DFSU) | 0.3 | $15M | 399k | 37.90 |
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| Alphabet Cap Stk Cl A (GOOGL) | 0.2 | $15M | +6% | 79k | 189.30 |
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| Ea Series Trust Ea Bridgeway Omn (BSVO) | 0.2 | $14M | -8% | 665k | 21.65 |
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| Alphabet Cap Stk Cl C (GOOG) | 0.2 | $13M | +6% | 68k | 190.44 |
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| Dimensional Etf Trust Emerging Markets (DFSE) | 0.2 | $13M | +4% | 389k | 33.13 |
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| Manager Directed Portfolios Vert Glb Sust Re (VGSR) | 0.2 | $12M | +5736% | 1.2M | 10.12 |
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| Tesla Motors (TSLA) | 0.2 | $11M | +6% | 28k | 403.84 |
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| CBOE Holdings (CBOE) | 0.2 | $11M | 57k | 195.40 |
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| Abbvie (ABBV) | 0.2 | $10M | +11% | 59k | 177.70 |
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| Dimensional Etf Trust International (DFSI) | 0.2 | $9.9M | +5% | 301k | 32.85 |
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| Dimensional Etf Trust Us Small Cap Etf (DFAS) | 0.2 | $9.7M | +15% | 149k | 65.08 |
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| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.2 | $9.5M | +3% | 16k | 586.01 |
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| Dimensional Etf Trust Us Real Estate E (DFAR) | 0.2 | $9.4M | 404k | 23.27 |
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| Exxon Mobil Corporation (XOM) | 0.2 | $9.4M | +11% | 87k | 107.57 |
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| Broadcom (AVGO) | 0.1 | $7.7M | +9% | 33k | 231.84 |
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| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.1 | $7.3M | -2% | 18k | 401.58 |
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| Wal-Mart Stores (WMT) | 0.1 | $6.8M | +4% | 75k | 90.35 |
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| Eli Lilly & Co. (LLY) | 0.1 | $6.7M | +3% | 8.6k | 772.00 |
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| Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) | 0.1 | $6.6M | +1141% | 133k | 50.13 |
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| Abbott Labs | 0.1 | $6.6M | NEW | 59k | 113.11 |
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| Deere & Company (DE) | 0.1 | $6.2M | +13% | 15k | 423.70 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 0.1 | $6.2M | +9% | 21k | 289.84 |
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| Vanguard Scottsdale Fds Long Term Treas (VGLT) | 0.1 | $6.0M | +2% | 109k | 55.35 |
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| Home Depot (HD) | 0.1 | $6.0M | +4% | 15k | 388.99 |
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| Chevron Corporation (CVX) | 0.1 | $5.3M | +12% | 37k | 144.84 |
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| Ishares Tr Core S&p500 Etf (IVV) | 0.1 | $5.0M | 8.5k | 588.68 |
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| Johnson & Johnson (JNJ) | 0.1 | $4.7M | +31% | 32k | 144.62 |
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| Bank America Corp | 0.1 | $4.6M | NEW | 104k | 43.95 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.1 | $4.5M | +22% | 8.4k | 538.86 |
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| Costco Wholesale Corporation (COST) | 0.1 | $4.5M | +21% | 4.9k | 916.21 |
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| Totalenergies Se Sponsored Ads (TTE) | 0.1 | $4.5M | +35% | 82k | 54.50 |
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| Toyota Motor Corp Ads (TM) | 0.1 | $4.4M | +29% | 23k | 194.61 |
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| Sap Se Spon Adr (SAP) | 0.1 | $4.4M | +16% | 18k | 246.21 |
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| Old Second Ban (OSBC) | 0.1 | $4.3M | -80% | 244k | 17.78 |
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| UnitedHealth (UNH) | 0.1 | $4.3M | +25% | 8.5k | 505.87 |
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| Mitsubishi Ufj Finl Group In Sponsored Ads (MUFG) | 0.1 | $4.2M | +5% | 358k | 11.72 |
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| Procter & Gamble Company (PG) | 0.1 | $4.1M | +12% | 24k | 167.64 |
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| RBB Us Treas 3 Mnth (TBIL) | 0.1 | $4.1M | +2% | 81k | 49.86 |
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| Vaneck Merk Gold Etf Gold Shs (OUNZ) | 0.1 | $4.1M | 160k | 25.30 |
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| Wells Fargo & Company (WFC) | 0.1 | $3.9M | +14% | 56k | 70.24 |
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| SYSCO Corporation (SYY) | 0.1 | $3.7M | +2% | 49k | 76.46 |
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| Bhp Group Sponsored Ads | 0.1 | $3.7M | NEW | 75k | 48.83 |
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| Walt Disney Company (DIS) | 0.1 | $3.6M | +30% | 32k | 111.35 |
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| At&t (T) | 0.1 | $3.6M | +39% | 156k | 22.77 |
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| salesforce (CRM) | 0.1 | $3.5M | +24% | 11k | 334.32 |
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| Ishares Tr Short Treas Bd (SHV) | 0.1 | $3.4M | +24% | 31k | 110.11 |
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| Dimensional Etf Trust Inflation Prote (DFIP) | 0.1 | $3.3M | 83k | 40.49 |
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| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.1 | $3.3M | +10% | 68k | 47.82 |
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| Sanofi Sponsored Adr (SNY) | 0.1 | $3.2M | +76% | 67k | 48.23 |
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| Sumitomo Mitsui Finl Group I Sponsored Adr (SMFG) | 0.1 | $3.2M | +15% | 222k | 14.49 |
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| Merck & Co (MRK) | 0.1 | $3.2M | +30% | 32k | 99.48 |
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| Visa Com Cl A (V) | 0.1 | $3.2M | +13% | 10k | 316.04 |
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| Marriott Intl Cl A (MAR) | 0.1 | $3.1M | +12% | 11k | 278.95 |
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| Verizon Communications (VZ) | 0.0 | $3.0M | +51% | 75k | 39.99 |
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| Vanguard Index Fds Sm Cp Val Etf (VBR) | 0.0 | $3.0M | +4% | 15k | 198.18 |
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| Netflix (NFLX) | 0.0 | $2.9M | -5% | 3.3k | 891.32 |
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| Coca-Cola Company (KO) | 0.0 | $2.9M | +24% | 46k | 62.26 |
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| Vanguard Index Fds Growth Etf (VUG) | 0.0 | $2.9M | 7.0k | 410.44 |
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| McDonald's Corporation (MCD) | 0.0 | $2.9M | +3% | 9.9k | 289.88 |
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| Ishares Tr Rus 1000 Val Etf (IWD) | 0.0 | $2.8M | 15k | 185.13 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.0 | $2.7M | +19% | 5.3k | 511.22 |
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| Goldman Sachs (GS) | 0.0 | $2.7M | +18% | 4.7k | 572.62 |
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| White Mountains Insurance Gp (WTM) | 0.0 | $2.7M | +14% | 1.4k | 1945.06 |
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| Morgan Stanley Com New (MS) | 0.0 | $2.6M | +9% | 21k | 125.72 |
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| Micron Technology (MU) | 0.0 | $2.6M | +108% | 31k | 84.16 |
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| Pfizer (PFE) | 0.0 | $2.6M | +56% | 97k | 26.53 |
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| Shell Spon Ads (SHEL) | 0.0 | $2.6M | +28% | 41k | 62.65 |
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| Caterpillar (CAT) | 0.0 | $2.6M | +14% | 7.0k | 362.76 |
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| Energy Transfer Com Ut Ltd Ptn (ET) | 0.0 | $2.5M | +2% | 126k | 19.59 |
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| Sony Group Corp Sponsored Adr (SONY) | 0.0 | $2.4M | +536% | 115k | 21.16 |
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| Cisco Systems (CSCO) | 0.0 | $2.4M | +29% | 41k | 59.20 |
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| Advanced Micro Devices | 0.0 | $2.4M | NEW | 20k | 120.79 |
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| Novartis Sponsored Adr (NVS) | 0.0 | $2.4M | +3% | 25k | 97.31 |
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| Select Sector Spdr Tr Technology (XLK) | 0.0 | $2.4M | +4% | 10k | 232.54 |
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| Oracle Corporation (ORCL) | 0.0 | $2.3M | +6% | 14k | 166.64 |
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| ConocoPhillips (COP) | 0.0 | $2.3M | +23% | 23k | 99.17 |
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| Mastercard Incorporated Cl A (MA) | 0.0 | $2.3M | +10% | 4.3k | 526.53 |
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| Comcast Corp Cl A (CMCSA) | 0.0 | $2.3M | +4% | 60k | 37.53 |
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| CenterPoint Energy (CNP) | 0.0 | $2.2M | 70k | 31.73 |
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| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.0 | $2.2M | 22k | 101.53 |
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| Telefonaktiebolaget Lm Erics Adr B Sek 10 (ERIC) | 0.0 | $2.2M | +264% | 275k | 8.06 |
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| Raytheon Technologies Corp (RTX) | 0.0 | $2.2M | +41% | 19k | 115.72 |
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| Lockheed Martin Corporation (LMT) | 0.0 | $2.2M | 4.5k | 485.94 |
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| Gilead Sciences (GILD) | 0.0 | $2.2M | +26% | 24k | 92.37 |
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| Ishares Tr Rus 1000 Etf (IWB) | 0.0 | $2.2M | 6.7k | 322.16 |
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| Canadian Natural Resources (CNQ) | 0.0 | $2.2M | 70k | 30.87 |
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| HSBC HLDGS Spon Adr New (HSBC) | 0.0 | $2.1M | +61% | 43k | 49.46 |
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| Citigroup Com New (C) | 0.0 | $2.1M | +20% | 30k | 70.39 |
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| Rbc Cad (RY) | 0.0 | $2.1M | +7% | 18k | 120.51 |
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| Newmont Mining Corporation (NEM) | 0.0 | $2.1M | 56k | 37.22 |
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| Ubs Group SHS (UBS) | 0.0 | $2.1M | +20% | 68k | 30.32 |
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| Ge Aerospace Com New (GE) | 0.0 | $2.1M | -4% | 12k | 166.79 |
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| Novo-nordisk A S Adr (NVO) | 0.0 | $2.1M | 24k | 86.02 |
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| Dimensional Etf Trust Core Fixed Incom (DFCF) | 0.0 | $2.0M | 49k | 41.27 |
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| Union Pacific Corporation (UNP) | 0.0 | $2.0M | +3% | 8.8k | 228.04 |
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| American Centy Etf Tr Intl Smcp Vlu | 0.0 | $2.0M | NEW | 31k | 65.08 |
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| Allstate Corp | 0.0 | $2.0M | NEW | 10k | 192.79 |
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| American Express | 0.0 | $2.0M | NEW | 6.6k | 296.79 |
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| Asml Holding N V N Y Registry Shs (ASML) | 0.0 | $1.9M | +27% | 2.8k | 692.96 |
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| Ishares Tr Shrt Nat Mun Etf (SUB) | 0.0 | $1.9M | 18k | 105.48 |
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| Adobe Systems Incorporated (ADBE) | 0.0 | $1.9M | +10% | 4.3k | 444.68 |
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| Danaher Corporation (DHR) | 0.0 | $1.9M | +38% | 8.2k | 229.55 |
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| Chubb (CB) | 0.0 | $1.9M | +48% | 6.8k | 276.30 |
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| Bank New York Mellon Corp | 0.0 | $1.9M | NEW | 24k | 76.83 |
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| American Centy Etf Tr Us Large Cap Vlu | 0.0 | $1.8M | NEW | 28k | 66.77 |
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| International Business Machines (IBM) | 0.0 | $1.8M | +22% | 8.3k | 219.83 |
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| American Centy Etf Tr Us Sml Cp Valu | 0.0 | $1.8M | NEW | 19k | 96.53 |
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| Dimensional Etf Trust Short Duration F (DFSD) | 0.0 | $1.8M | NEW | 38k | 46.88 |
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| Mizuho Financial Group Sponsored Adr (MFG) | 0.0 | $1.8M | +33% | 364k | 4.89 |
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| Linde SHS (LIN) | 0.0 | $1.7M | +15% | 4.2k | 418.67 |
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| Kinder Morgan (KMI) | 0.0 | $1.7M | +15% | 63k | 27.40 |
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| Cme (CME) | 0.0 | $1.7M | -37% | 7.5k | 232.23 |
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| Vanguard Index Fds Large Cap Etf (VV) | 0.0 | $1.7M | 6.3k | 269.71 |
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| Thermo Fisher Scientific (TMO) | 0.0 | $1.7M | +45% | 3.2k | 520.23 |
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| Starbucks Corporation (SBUX) | 0.0 | $1.7M | +155% | 18k | 91.25 |
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| Intel Corporation (INTC) | 0.0 | $1.6M | +11% | 82k | 20.05 |
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| Accenture Plc Ireland Shs Class A (ACN) | 0.0 | $1.6M | +2% | 4.6k | 351.79 |
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| Ishares Tr S&p 500 Val Etf (IVE) | 0.0 | $1.6M | 8.5k | 190.88 |
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| American Centy Etf Tr Real Estate Etf | 0.0 | $1.6M | NEW | 38k | 41.92 |
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| Texas Instruments Incorporated (TXN) | 0.0 | $1.6M | +30% | 8.6k | 187.51 |
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| Deutsche Bank A G Namen Akt (DB) | 0.0 | $1.6M | 94k | 17.05 |
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| Vistra Energy (VST) | 0.0 | $1.6M | 12k | 137.88 |
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| Blackrock (BLK) | 0.0 | $1.6M | NEW | 1.6k | 1025.11 |
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| Air Prods & Chems | 0.0 | $1.6M | NEW | 5.4k | 290.04 |
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| Pepsi (PEP) | 0.0 | $1.6M | -2% | 10k | 152.06 |
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| Philip Morris International (PM) | 0.0 | $1.5M | +21% | 13k | 120.35 |
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| Honda Motor Adr Ech Cnv In 3 (HMC) | 0.0 | $1.5M | +21% | 54k | 28.55 |
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| Dimensional Etf Trust Us Small Cap Val (DFSV) | 0.0 | $1.5M | NEW | 49k | 30.78 |
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| Graham Hldgs Com Cl B (GHC) | 0.0 | $1.5M | NEW | 1.7k | 871.92 |
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| Takeda Pharmaceutical Sponsored Ads (TAK) | 0.0 | $1.5M | +133% | 114k | 13.24 |
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| Spdr Ser Tr S&p Divid Etf (SDY) | 0.0 | $1.5M | 11k | 132.10 |
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| S&p Global (SPGI) | 0.0 | $1.5M | +19% | 3.0k | 498.03 |
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| Skyworks Solutions (SWKS) | 0.0 | $1.5M | +8% | 17k | 88.68 |
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| Dimensional Etf Trust Us Core Eqt Mkt (DFAU) | 0.0 | $1.5M | 36k | 40.49 |
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| Charles Schwab Corporation (SCHW) | 0.0 | $1.5M | +13% | 20k | 74.01 |
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| Williams Companies (WMB) | 0.0 | $1.4M | +2% | 26k | 54.12 |
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| Blackstone Group Inc Com Cl A (BX) | 0.0 | $1.4M | 8.2k | 172.42 |
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| Automatic Data Processing In | 0.0 | $1.4M | NEW | 4.8k | 292.82 |
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| Eaton Corp SHS (ETN) | 0.0 | $1.4M | 4.1k | 331.87 |
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| Encana Corporation (OVV) | 0.0 | $1.3M | -3% | 32k | 40.50 |
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| Kimberly-Clark Corporation (KMB) | 0.0 | $1.3M | +14% | 9.9k | 131.03 |
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| Cigna Corp (CI) | 0.0 | $1.3M | +3% | 4.7k | 276.13 |
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| Norfolk Southern (NSC) | 0.0 | $1.3M | +7% | 5.5k | 234.72 |
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| Progressive Corporation (PGR) | 0.0 | $1.3M | +7% | 5.3k | 239.61 |
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| Vanguard Specialized Funds Div App Etf (VIG) | 0.0 | $1.3M | +2% | 6.5k | 195.81 |
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| Kkr & Co (KKR) | 0.0 | $1.3M | 8.6k | 147.91 |
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| Ishares Gold Tr Ishares New (IAU) | 0.0 | $1.2M | 25k | 49.51 |
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| Metropcs Communications (TMUS) | 0.0 | $1.2M | 5.6k | 220.73 |
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| Paypal Holdings (PYPL) | 0.0 | $1.2M | +154% | 15k | 85.35 |
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| PNC Financial Services (PNC) | 0.0 | $1.2M | +20% | 6.4k | 192.86 |
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| Applovin Corp Com Cl A (APP) | 0.0 | $1.2M | 3.8k | 323.85 |
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| Applied Matls | 0.0 | $1.2M | NEW | 7.5k | 162.62 |
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| Quanta Services (PWR) | 0.0 | $1.2M | +8% | 3.8k | 316.08 |
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| American Centy Etf Tr Us Eqt Etf | 0.0 | $1.2M | NEW | 13k | 96.93 |
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| Honeywell International (HON) | 0.0 | $1.2M | +40% | 5.3k | 225.91 |
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| Boston Scientific Corporation (BSX) | 0.0 | $1.2M | +13% | 13k | 89.32 |
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| Us Bancorp Del Com New (USB) | 0.0 | $1.2M | +100% | 25k | 47.83 |
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| Banco Santander Adr (SAN) | 0.0 | $1.2M | +25% | 257k | 4.56 |
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| Marathon Petroleum Corp (MPC) | 0.0 | $1.2M | 8.3k | 139.50 |
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| Astrazeneca Sponsored Adr | 0.0 | $1.2M | NEW | 18k | 65.52 |
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| Woodside Energy Group Sponsored Adr (WDS) | 0.0 | $1.1M | +181% | 74k | 15.60 |
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| Qualcomm (QCOM) | 0.0 | $1.1M | +20% | 7.4k | 153.63 |
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| Marvell Technology (MRVL) | 0.0 | $1.1M | -6% | 10k | 110.45 |
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| Altria (MO) | 0.0 | $1.1M | +33% | 22k | 52.29 |
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| Boeing | 0.0 | $1.1M | NEW | 6.3k | 177.00 |
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| Ge Vernova (GEV) | 0.0 | $1.1M | 3.4k | 328.93 |
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| Prudential Financial (PRU) | 0.0 | $1.1M | +3% | 9.4k | 118.52 |
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| MetLife (MET) | 0.0 | $1.1M | 13k | 81.88 |
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| Lowe's Companies (LOW) | 0.0 | $1.1M | 4.4k | 246.80 |
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| Analog Devices | 0.0 | $1.1M | NEW | 5.1k | 212.46 |
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| McKesson Corporation (MCK) | 0.0 | $1.1M | 1.9k | 569.96 |
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| Fiserv (FI) | 0.0 | $1.1M | +2% | 5.3k | 205.42 |
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| Dimensional Etf Trust Intl Core Eqt Mk (DFAI) | 0.0 | $1.1M | 37k | 29.20 |
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| General Motors Company (GM) | 0.0 | $1.1M | +58% | 20k | 53.27 |
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| Travelers Companies (TRV) | 0.0 | $1.1M | +2% | 4.4k | 240.86 |
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| Elevance Health | 0.0 | $1.1M | NEW | 2.9k | 368.95 |
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| Discover Financial Services (DFS) | 0.0 | $1.0M | +23% | 6.1k | 173.23 |
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| Intuitive Surgical Com New (ISRG) | 0.0 | $1.0M | 2.0k | 521.96 |
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| Ishares Tr Eafe Sml Cp Etf (SCZ) | 0.0 | $1.0M | 17k | 60.75 |
|
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| Vanguard Index Fds Value Etf (VTV) | 0.0 | $1.0M | 6.1k | 169.29 |
|
|
| Paccar (PCAR) | 0.0 | $1.0M | -5% | 9.9k | 104.02 |
|
| Select Sector Spdr Tr Sbi Healthcare (XLV) | 0.0 | $1.0M | 7.4k | 137.57 |
|
|
| Medtronic SHS (MDT) | 0.0 | $1.0M | -4% | 13k | 79.88 |
|
| Arista Networks Com Shs | 0.0 | $1.0M | NEW | 9.2k | 110.54 |
|
| Capital One Financial (COF) | 0.0 | $1.0M | +8% | 5.7k | 178.33 |
|
| Toronto Dominion Bk Ont Com New (TD) | 0.0 | $996k | +64% | 19k | 53.24 |
|
| EOG Resources (EOG) | 0.0 | $990k | +2% | 8.1k | 122.58 |
|
| FedEx Corporation (FDX) | 0.0 | $967k | +28% | 3.4k | 281.37 |
|
| American Centy Etf Tr Intl Eqt Etf | 0.0 | $962k | NEW | 16k | 61.37 |
|
| Bristol Myers Squibb (BMY) | 0.0 | $955k | +47% | 17k | 56.56 |
|
| TJX Companies (TJX) | 0.0 | $944k | +5% | 7.8k | 120.81 |
|
| Spdr Ser Tr S&p Bk Etf (KBE) | 0.0 | $942k | NEW | 17k | 55.47 |
|
| Chemung Financial Corp (CHMG) | 0.0 | $922k | 19k | 48.81 |
|
|
| Aflac | 0.0 | $914k | NEW | 8.8k | 103.44 |
|
| Intuit (INTU) | 0.0 | $911k | +29% | 1.5k | 628.50 |
|
| American Intl Group Com New | 0.0 | $903k | NEW | 12k | 72.80 |
|
| Vanguard Index Fds Real Estate Etf (VNQ) | 0.0 | $889k | 10k | 89.08 |
|
|
| Becton Dickinson & Co | 0.0 | $888k | NEW | 3.9k | 226.87 |
|
| Stryker Corporation (SYK) | 0.0 | $884k | +31% | 2.5k | 360.09 |
|
| Alcon Ord Shs (ALC) | 0.0 | $882k | +24% | 10k | 84.89 |
|
| Parker-Hannifin Corporation (PH) | 0.0 | $868k | +2% | 1.4k | 636.18 |
|
| Targa Res Corp (TRGP) | 0.0 | $864k | -2% | 4.8k | 178.50 |
|
| Servicenow (NOW) | 0.0 | $855k | +52% | 806.00 | 1060.19 |
|
| Phillips 66 (PSX) | 0.0 | $853k | 7.5k | 113.92 |
|
|
| Apollo Global Mgmt (APO) | 0.0 | $849k | 5.1k | 165.16 |
|
|
| Nokia Corp Sponsored Adr (NOK) | 0.0 | $849k | +100% | 192k | 4.43 |
|
| Dimensional Etf Trust Emerging Mkts Va (DFEV) | 0.0 | $847k | +282% | 32k | 26.21 |
|
| HEICO Corporation (HEI) | 0.0 | $845k | -11% | 3.6k | 237.74 |
|
| Bank Nova Scotia Halifax | 0.0 | $832k | NEW | 16k | 53.72 |
|
| Corning Incorporated (GLW) | 0.0 | $824k | 17k | 47.52 |
|
|
| CVS Caremark Corporation (CVS) | 0.0 | $821k | 18k | 44.89 |
|
|
| Truist Financial Corp equities (TFC) | 0.0 | $819k | +81% | 19k | 43.38 |
|
| Arch Cap Group Ord (ACGL) | 0.0 | $819k | 8.9k | 92.35 |
|
|
| Canadian Natl Ry (CNI) | 0.0 | $818k | 8.1k | 101.51 |
|
|
| Diamondback Energy (FANG) | 0.0 | $813k | +64% | 5.0k | 163.83 |
|
| Howmet Aerospace (HWM) | 0.0 | $812k | -10% | 7.4k | 109.37 |
|
| L3harris Technologies (LHX) | 0.0 | $810k | +26% | 3.9k | 210.29 |
|
| Ishares Tr Russell 2000 Etf (IWM) | 0.0 | $806k | +13% | 3.6k | 220.96 |
|
| Target Corporation (TGT) | 0.0 | $803k | +97% | 5.9k | 135.18 |
|
| D.R. Horton (DHI) | 0.0 | $794k | 5.7k | 139.82 |
|
|
| Fortinet (FTNT) | 0.0 | $791k | 8.4k | 94.48 |
|
|
| Ameriprise Financial (AMP) | 0.0 | $790k | 1.5k | 532.54 |
|
|
| Eni S P A Sponsored Adr (E) | 0.0 | $789k | +54% | 29k | 27.36 |
|
| Trane Technologies SHS (TT) | 0.0 | $787k | 2.1k | 369.35 |
|
|
| Valero Energy Corporation (VLO) | 0.0 | $780k | +2% | 6.4k | 122.59 |
|
Past Filings by Forum Financial Management
SEC 13F filings are viewable for Forum Financial Management going back to 2021
- Forum Financial Management 2024 Q4 restated filed Feb. 20, 2025
- Forum Financial Management 2024 Q3 filed Oct. 29, 2024
- Forum Financial Management 2024 Q2 filed July 30, 2024
- Forum Financial Management 2024 Q1 filed May 9, 2024
- Forum Financial Management 2023 Q4 filed Feb. 7, 2024
- Forum Financial Management 2023 Q3 filed Nov. 6, 2023
- Forum Financial Management 2023 Q2 filed July 26, 2023
- Forum Financial Management 2023 Q1 filed April 19, 2023
- Forum Financial Management 2022 Q4 filed Jan. 24, 2023
- Forum Financial Management 2022 Q3 filed Nov. 7, 2022
- Forum Financial Management 2022 Q2 filed Aug. 15, 2022
- Forum Financial Management 2022 Q1 filed May 16, 2022
- Forum Financial Management 2021 Q4 filed Feb. 18, 2022