FORM Wealth Advisors

FORM Wealth Advisors as of March 31, 2025

Portfolio Holdings for FORM Wealth Advisors

FORM Wealth Advisors holds 62 positions in its portfolio as reported in the March 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Core S&p500 Etf (IVV) 19.1 $141M 250k 561.90
Ishares Tr Core Msci Eafe (IEFA) 16.4 $121M 1.6M 75.65
Ishares Tr Core Us Aggbd Et (AGG) 12.5 $92M 930k 98.92
Blackrock Etf Trust Ishares Us Equit (DYNF) 10.3 $76M 1.6M 48.76
Ishares Tr Core Div Grwth (DGRO) 5.6 $41M 664k 61.78
Ishares Tr Core S&p Mcp Etf (IJH) 5.1 $37M 638k 58.35
Invesco Qqq Tr Unit Ser 1 (QQQ) 4.5 $33M 71k 468.92
Ishares Core Msci Emkt (IEMG) 3.8 $28M 516k 53.97
Ishares Msci Emrg Chn (EMXC) 3.0 $22M 404k 55.09
Ishares Tr Msci Usa Min Vol (USMV) 2.9 $22M 231k 93.66
Ishares Tr 7-10 Yr Trsy Bd (IEF) 2.7 $20M 210k 95.37
Ishares Tr Core S&p Scp Etf (IJR) 2.7 $20M 187k 104.57
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA) 2.1 $16M 307k 50.71
Ishares Tr Broad Usd High (USHY) 2.0 $15M 393k 36.81
Invesco Exch Traded Fd Tr Ii Sr Ln Etf (BKLN) 1.9 $14M 660k 20.70
Ishares Tr 20 Yr Tr Bd Etf (TLT) 1.2 $9.1M 100k 91.03
Ishares Tr S&p 500 Val Etf (IVE) 0.4 $3.1M 16k 190.58
Apple (AAPL) 0.4 $2.9M 13k 222.13
Ishares Tr S&p 500 Grwt Etf (IVW) 0.4 $2.7M 30k 92.83
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.3 $1.9M 3.6k 532.58
Abbvie (ABBV) 0.3 $1.9M 9.0k 209.53
McDonald's Corporation (MCD) 0.2 $1.3M 4.2k 312.40
JPMorgan Chase & Co. (JPM) 0.2 $1.3M 5.1k 245.32
Microsoft Corporation (MSFT) 0.2 $1.2M 3.2k 375.44
Ge Aerospace Com New (GE) 0.2 $1.2M 5.8k 200.14
Exxon Mobil Corporation (XOM) 0.1 $917k 7.7k 118.93
MGE Energy (MGEE) 0.1 $807k 8.7k 92.95
International Business Machines (IBM) 0.1 $777k 3.1k 248.69
Spdr Ser Tr Bbg Conv Sec Etf (CWB) 0.1 $603k 7.9k 76.62
Abbott Laboratories (ABT) 0.1 $531k 4.0k 132.66
Ishares Tr Rus 1000 Etf (IWB) 0.1 $527k 1.7k 306.74
Fidelity National Information Services (FIS) 0.1 $485k 6.5k 74.68
Ge Vernova (GEV) 0.1 $485k 1.6k 305.19
Vanguard Index Fds Total Stk Mkt (VTI) 0.1 $444k 1.6k 274.84
Chevron Corporation (CVX) 0.1 $427k 2.6k 167.28
Prudential Financial (PRU) 0.1 $427k 3.8k 111.68
Raymond James Financial (RJF) 0.1 $379k 2.7k 138.89
Danaher Corporation (DHR) 0.1 $374k 1.8k 204.97
Select Sector Spdr Tr Technology (XLK) 0.0 $368k 1.8k 206.48
Colgate-Palmolive Company (CL) 0.0 $360k 3.8k 93.71
EXACT Sciences Corporation (EXAS) 0.0 $342k 7.9k 43.29
Ishares Tr Conv Bd Etf (ICVT) 0.0 $336k 4.0k 83.61
Procter & Gamble Company (PG) 0.0 $326k 1.9k 170.45
Constellation Energy (CEG) 0.0 $318k 1.6k 201.63
Spdr Ser Tr Ice Pfd Sec Etf (PSK) 0.0 $314k 9.7k 32.39
Alliant Energy Corporation (LNT) 0.0 $305k 4.7k 64.35
Costco Wholesale Corporation (COST) 0.0 $284k 300.00 945.74
Wisdomtree Tr Yield Enhancd Us (AGGY) 0.0 $283k 6.5k 43.43
Public Service Enterprise (PEG) 0.0 $282k 3.4k 82.29
Raytheon Technologies Corp (RTX) 0.0 $276k 2.1k 132.46
Invesco Exch Traded Fd Tr Ii Taxable Mun Bd (BAB) 0.0 $258k 9.7k 26.68
Allstate Corporation (ALL) 0.0 $247k 1.2k 207.11
Travelers Companies (TRV) 0.0 $246k 930.00 264.46
Automatic Data Processing (ADP) 0.0 $244k 800.00 305.53
Innovator Etfs Trust S&p Invt Grd Pfd (EPRF) 0.0 $225k 13k 17.66
Walt Disney Company (DIS) 0.0 $221k 2.2k 98.72
Deere & Company (DE) 0.0 $219k 466.00 469.01
Cohen & Steers infrastucture Fund (UTF) 0.0 $212k 8.3k 25.55
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.0 $210k 409.00 513.91
Edison International (EIX) 0.0 $208k 3.5k 58.91
Exelon Corporation (EXC) 0.0 $205k 4.4k 46.08
Cohen & Steers Total Return Real (RFI) 0.0 $131k 11k 12.09