FORM Wealth Advisors

FORM Wealth Advisors as of June 30, 2025

Portfolio Holdings for FORM Wealth Advisors

FORM Wealth Advisors holds 64 positions in its portfolio as reported in the June 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Core S&p500 Etf (IVV) 22.0 $182M 293k 620.90
Blackrock Etf Trust Ishares Us Equit (DYNF) 15.1 $125M 2.3M 54.46
Ishares Tr Core Msci Eafe (IEFA) 14.6 $121M 1.5M 83.48
Ishares Tr Core Us Aggbd Et (AGG) 9.8 $81M 816k 99.20
Invesco Qqq Tr Unit Ser 1 (QQQ) 5.4 $45M 81k 551.64
Ishares Tr Core S&p Mcp Etf (IJH) 5.3 $44M 709k 62.02
Ishares Tr Core Div Grwth (DGRO) 4.8 $40M 622k 63.94
Ishares Core Msci Emkt (IEMG) 4.1 $34M 565k 60.03
Ishares Msci Emrg Chn (EMXC) 3.1 $26M 410k 63.14
Ishares Tr Core S&p Scp Etf (IJR) 3.0 $25M 226k 109.29
Ishares Tr 7-10 Yr Trsy Bd (IEF) 2.6 $22M 228k 95.77
Ishares Tr 20 Yr Tr Bd Etf (TLT) 1.6 $13M 149k 88.25
Ishares Tr Broad Usd High (USHY) 1.2 $10M 273k 37.51
Invesco Exch Traded Fd Tr Ii Sr Ln Etf (BKLN) 1.2 $10M 489k 20.92
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA) 0.9 $7.3M 144k 50.75
Ishares Tr Jpmorgan Usd Emg (EMB) 0.7 $5.8M 63k 92.62
Ishares Tr S&p 500 Grwt Etf (IVW) 0.4 $3.4M 31k 110.10
Ishares Tr S&p 500 Val Etf (IVE) 0.4 $3.3M 17k 195.42
Apple (AAPL) 0.3 $2.7M 13k 205.18
Ishares Tr Msci Usa Min Vol (USMV) 0.3 $2.6M 28k 93.87
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.2 $1.7M 3.5k 485.77
Microsoft Corporation (MSFT) 0.2 $1.7M 3.4k 497.41
Abbvie (ABBV) 0.2 $1.6M 8.9k 185.63
JPMorgan Chase & Co. (JPM) 0.2 $1.5M 5.3k 289.92
Ge Aerospace Com New (GE) 0.2 $1.5M 5.8k 257.37
McDonald's Corporation (MCD) 0.1 $1.2M 4.0k 292.20
International Business Machines (IBM) 0.1 $922k 3.1k 294.81
Ge Vernova (GEV) 0.1 $846k 1.6k 529.02
Exxon Mobil Corporation (XOM) 0.1 $833k 7.7k 107.81
MGE Energy (MGEE) 0.1 $755k 8.5k 88.44
Ishares Tr Rus 1000 Etf (IWB) 0.1 $688k 2.0k 339.57
Spdr Series Trust Bbg Conv Sec Etf (CWB) 0.1 $653k 7.9k 82.66
Fidelity National Information Services (FIS) 0.1 $533k 6.5k 81.41
Constellation Energy (CEG) 0.1 $509k 1.6k 322.75
Vanguard Index Fds Total Stk Mkt (VTI) 0.1 $491k 1.6k 303.93
Abbott Laboratories (ABT) 0.1 $475k 3.5k 136.00
Select Sector Spdr Tr Technology (XLK) 0.1 $451k 1.8k 253.23
Raymond James Financial (RJF) 0.1 $420k 2.7k 153.35
EXACT Sciences Corporation (EXAS) 0.1 $420k 7.9k 53.14
Prudential Financial (PRU) 0.1 $420k 3.9k 107.44
Chevron Corporation (CVX) 0.0 $370k 2.6k 143.19
Ishares Tr Conv Bd Etf (ICVT) 0.0 $364k 4.0k 90.10
Danaher Corporation (DHR) 0.0 $361k 1.8k 197.58
Colgate-Palmolive Company (CL) 0.0 $349k 3.8k 90.91
Spdr Series Trust Ice Pfd Sec Etf (PSK) 0.0 $312k 9.8k 31.76
Procter & Gamble Company (PG) 0.0 $305k 1.9k 159.34
Raytheon Technologies Corp (RTX) 0.0 $305k 2.1k 146.02
Public Service Enterprise (PEG) 0.0 $302k 3.6k 84.17
Costco Wholesale Corporation (COST) 0.0 $297k 300.00 989.90
Wisdomtree Tr Yield Enhancd Us (AGGY) 0.0 $288k 6.6k 43.63
Alliant Energy Corporation (LNT) 0.0 $287k 4.7k 60.47
Walt Disney Company (DIS) 0.0 $263k 2.1k 124.04
Cohen & Steers infrastucture Fund (UTF) 0.0 $260k 9.6k 26.95
Invesco Exch Traded Fd Tr Ii Taxable Mun Bd (BAB) 0.0 $259k 9.8k 26.53
Automatic Data Processing (ADP) 0.0 $258k 836.00 308.40
Amazon (AMZN) 0.0 $252k 1.1k 219.39
Travelers Companies (TRV) 0.0 $249k 930.00 267.54
Allstate Corporation (ALL) 0.0 $245k 1.2k 201.27
Deere & Company (DE) 0.0 $237k 466.00 509.02
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.0 $232k 409.00 568.03
Innovator Etfs Trust S&p Invt Grd Pfd (EPRF) 0.0 $228k 13k 17.63
NVIDIA Corporation (NVDA) 0.0 $214k 1.4k 158.00
Bank Of Montreal Cadcom (BMO) 0.0 $214k 1.9k 110.62
Cohen & Steers Total Return Real (RFI) 0.0 $132k 11k 12.06