MAI Wealth Advisors »

Forian Ord shares owned by MAI Wealth Advisors

Quarter-by-quarter ownership of Forian Ord (FORA) shares owned by MAI Wealth Advisors from 13F filings

Historical chart of MAI Wealth Advisors investment in Forian Ord

Tip: Access up to 7 years of quarterly data

All positions including Forian Ord held by MAI Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Forian Ord by MAI Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.1k 500 2.25
2025-06-30 $980 500 1.96
2025-03-31 $1.0k 500 2.00
2024-12-31 $1.0k 500 2.06

More positions owned by MAI Wealth Advisors

Ishares Tr Core S&p500 Etf (IVV)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Apple Call Call Option (Principal) (AAPL)
Microsoft Corp Call Call Option (Principal) (MSFT)
Ishares Tr Core S&p Mcp Etf (IJH)
Nvidia Corporation Call Call Option (Principal) (NVDA)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Core S&p Scp Etf (IJR)
Amazon Call Call Option (Principal) (AMZN)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Vanguard Specialized Funds Div App Etf (VIG)
Ishares Tr S&p 500 Val Etf (IVE)
Broadcom Call Call Option (Principal) (AVGO)
Alphabet Call Call Option (Principal) (GOOGL)
Ishares Tr Core Msci Eafe (IEFA)

View all positions for MAI Wealth Advisors

Top funds holding Forian Ord

Oracle Investment Management
Staley Capital Advisers
Vanguard Group
Geode Capital Management
Caprock
BlackRock
Canton Hathaway
Renaissance Technologies
State Street Corporation
Aufman Associates
Citadel Advisors
Northern Trust
Jpmorgan Chase & Co
Portland Global Advisors
Dimensional Fund Advisors

View all funds holding Forian Ord