Forum Private Client Group LLC Top Holdings and 13F Report (2025) About Forum Private Client Group LLCInvestment ActivityForum Private Client Group LLC has $224.61 million in total holdings as of December 31, 2024.Forum Private Client Group LLC owns shares of 75 different stocks, but just 19 companies or ETFs make up 80% of its holdings.Approximately 4.81% of the portfolio was purchased this quarter.About 2.78% of the portfolio was sold this quarter.This quarter, Forum Private Client Group LLC has purchased 74 new stocks and bought additional shares in 31 stocks.Forum Private Client Group LLC sold shares of 37 stocks and completely divested from 4 stocks this quarter.Largest Holdings JPMorgan Core Plus Bond ETF $24,839,756Vanguard High Dividend Yield ETF $21,782,867Dimensional U.S. Small Cap ETF $16,123,205iShares Russell Top 200 Growth ETF $15,814,674iShares Core Total USD Bond Market ETF $13,098,238 Largest New Holdings this Quarter Amazon.com $350,146 HoldingiShares MSCI Emerging Markets ETF $283,831 HoldingFirst Trust Managed Municipal ETF $275,570 HoldingiShares Cybersecurity and Tech ETF $219,758 HoldingNVIDIA $215,902 Holding Largest Purchases this Quarter Vanguard Total International Bond ETF 49,029 shares (about $2.40M)JPMorgan Core Plus Bond ETF 36,363 shares (about $1.68M)Dimensional International Core Equity Market ETF 32,175 shares (about $939.51K)Dimensional Global Real Estate ETF 26,542 shares (about $677.88K)iShares Core Total USD Bond Market ETF 13,247 shares (about $598.76K) Largest Sales this Quarter iShares Core International Aggregate Bond ETF 45,590 shares (about $2.28M)iShares Russell Top 200 Growth ETF 1,680 shares (about $395.26K)Dimensional US Real Estate ETF 15,273 shares (about $355.40K)Vanguard Dividend Appreciation ETF 1,277 shares (about $250.08K)Dimensional US Core Equity Market ETF 5,766 shares (about $233.46K) Sector Allocation Over TimeMap of 500 Largest Holdings ofForum Private Client Group LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorJCPBJPMorgan Core Plus Bond ETF$24,839,756$1,675,244 ▲7.2%539,17411.1%ETFVYMVanguard High Dividend Yield ETF$21,782,867$184,292 ▲0.9%171,1509.7%ETFDFASDimensional U.S. Small Cap ETF$16,123,205$528,711 ▲3.4%247,7447.2%ETFIWYiShares Russell Top 200 Growth ETF$15,814,674$395,255 ▼-2.4%67,2197.0%ETFIUSBiShares Core Total USD Bond Market ETF$13,098,238$598,764 ▲4.8%289,7845.8%ManufacturingDFAIDimensional International Core Equity Market ETF$12,356,652$939,510 ▲8.2%423,1735.5%ETFIXUSiShares Core MSCI Total International Stock ETF$10,802,740$230,895 ▲2.2%163,3314.8%ManufacturingIVViShares Core S&P 500 ETF$9,068,771$49,450 ▲0.5%15,4054.0%ETFIAGGiShares Core International Aggregate Bond ETF$8,904,382$2,275,853 ▼-20.4%178,3734.0%ETFVOVanguard Mid-Cap ETF$6,782,798$240,851 ▲3.7%25,7683.0%ETFDFAEDimensional Emerging Core Equity Market ETF$6,124,603$116,144 ▲1.9%241,4112.7%ETFBNDXVanguard Total International Bond ETF$5,661,997$2,404,876 ▲73.8%115,4332.5%ETFVIGVanguard Dividend Appreciation ETF$5,387,122$250,077 ▼-4.4%27,5092.4%ETFAGGiShares Core U.S. Aggregate Bond ETF$4,939,981$182,076 ▼-3.6%50,9802.2%FinanceLLYEli Lilly and Company$4,513,987$114,259 ▼-2.5%5,8472.0%MedicalIJHiShares Core S&P Mid-Cap ETF$4,410,954$101,317 ▼-2.2%70,7902.0%ETFBSVVanguard Short-Term Bond ETF$4,403,369$30,908 ▲0.7%56,9872.0%ETFSPIBSPDR Portfolio Intermediate Term Corporate Bond ETF$4,072,367$170,680 ▲4.4%124,3091.8%ETFMGKVanguard Mega Cap Growth ETF$3,535,832$185,446 ▼-5.0%10,2961.6%ETFVUGVanguard Growth ETF$3,370,062$82,497 ▼-2.4%8,2111.5%ETFBNDVanguard Total Bond Market ETF$3,035,372$179,558 ▼-5.6%42,2111.4%ETFVCSHVanguard Short-Term Corporate Bond ETF$2,915,402$571,972 ▲24.4%37,3721.3%ETFDFGRDimensional Global Real Estate ETF$2,861,932$677,882 ▲31.0%112,0571.3%ETFUSMViShares MSCI USA Min Vol Factor ETF$2,012,527$219,135 ▼-9.8%22,6660.9%ETFIWFiShares Russell 1000 Growth ETF$1,550,516$25,300 ▼-1.6%3,8610.7%ETFDFARDimensional US Real Estate ETF$1,442,829$355,402 ▼-19.8%62,0040.6%ETFIJRiShares Core S&P Small-Cap ETF$1,341,020$50,581 ▲3.9%11,6390.6%ETFDFAUDimensional US Core Equity Market ETF$1,223,555$233,463 ▼-16.0%30,2190.5%ETFVCITVanguard Intermediate-Term Corporate Bond ETF$1,142,517$74,413 ▼-6.1%14,2330.5%ETFVTEBVanguard Tax-Exempt Bond ETF$1,129,332$98,268 ▲9.5%23,2490.5%ETFIVEiShares S&P 500 Value ETF$1,057,055$4,772 ▼-0.4%5,5380.5%ETFAAPLApple$842,469$174,053 ▲26.0%3,3640.4%Computer and TechnologyVOOVanguard S&P 500 ETF$840,948$24,781 ▲3.0%1,5610.4%ETFIJSiShares S&P Small-Cap 600 Value ETF$836,419$21,505 ▼-2.5%7,7010.4%ETFDFUSDimensional U.S. Equity ETF$834,722$1,147 ▼-0.1%13,0940.4%ETFIGSBiShares 1-5 Year Investment Grade Corporate Bond ETF$828,563$25,334 ▲3.2%16,0260.4%ManufacturingJMUBJPMorgan Municipal ETF$729,618$284,445 ▲63.9%14,5490.3%ETFFPEIFirst Trust Institutional Preferred Securities and Income ETF$676,756$33,436 ▼-4.7%36,1900.3%ETFIWLiShares Russell Top 200 ETF$654,506$50,937 ▲8.4%4,5230.3%ETFTAT&T$576,190$22,360 ▼-3.7%25,3050.3%Computer and TechnologyEFAiShares MSCI EAFE ETF$567,828$10,963 ▼-1.9%7,5100.3%FinanceSNASnap-on$550,191$3,394 ▲0.6%1,6210.2%Consumer DiscretionaryMSFTMicrosoft$537,437$89,784 ▲20.1%1,2750.2%Computer and TechnologyIWRiShares Russell Mid-Cap ETF$529,202$87,169 ▼-14.1%5,9860.2%ETFJPMJPMorgan Chase & Co.$511,781$10,547 ▼-2.0%2,1350.2%FinanceSPYSPDR S&P 500 ETF Trust$478,246$21,685 ▲4.7%8160.2%FinanceSHYiShares 1-3 Year Treasury Bond ETF$472,616$82 ▼0.0%5,7650.2%ManufacturingBROBrown & Brown$472,048$612 ▲0.1%4,6270.2%FinanceMUBiShares National Muni Bond ETF$442,942$149,175 ▲50.8%4,1570.2%ETFKRKroger$380,698$306 ▲0.1%6,2260.2%Retail/WholesaleEFAViShares MSCI EAFE Min Vol Factor ETF$380,497$68,166 ▼-15.2%5,3810.2%ETFFITBFifth Third Bancorp$373,248$10,359 ▼-2.7%8,8280.2%FinanceVBVanguard Small-Cap ETF$360,540$3,363 ▼-0.9%1,5010.2%ETFVOEVanguard Mid-Cap Value ETF$360,204$41,406 ▼-10.3%2,2270.2%ETFIWDiShares Russell 1000 Value ETF$350,876$9,443 ▲2.8%1,8950.2%ETFAMZNAmazon.com$350,146$350,146 ▲New Holding1,5960.2%Retail/WholesaleBIVVanguard Intermediate-Term Bond ETF$335,864$1,569 ▼-0.5%4,4940.1%ETFDFCFDimensional Core Fixed Income ETF$332,411$14,939 ▲4.7%8,0550.1%ETFIVWiShares S&P 500 Growth ETF$318,047$3,655 ▼-1.1%3,1330.1%ETFEEMiShares MSCI Emerging Markets ETF$283,831$283,831 ▲New Holding6,7870.1%FinanceHDHome Depot$283,296$96,118 ▼-25.3%7280.1%Retail/WholesaleTOTLSPDR Doubleline Total Return Tactical ETF$277,880$7,956 ▼-2.8%7,0550.1%ETFPRFInvesco FTSE RAFI US 1000 ETF$276,3690.0%6,8510.1%ETFFMBFirst Trust Managed Municipal ETF$275,570$275,570 ▲New Holding5,4020.1%ManufacturingPGProcter & Gamble$271,303$335 ▼-0.1%1,6180.1%Consumer StaplesIWMiShares Russell 2000 ETF$262,843$38,433 ▼-12.8%1,1900.1%FinanceVWOVanguard FTSE Emerging Markets ETF$256,320$48,445 ▲23.3%5,8200.1%ETFRDVYFirst Trust NASDAQ Rising Dividend Achievers$235,816$1,893 ▼-0.8%3,9870.1%ManufacturingXOMExxon Mobil$235,500$21,086 ▼-8.2%2,1890.1%Oils/EnergyVNQVanguard Real Estate ETF$232,572$20,398 ▼-8.1%2,6110.1%ETFVTVVanguard Value ETF$222,9680.0%1,3170.1%ETFIHAKiShares Cybersecurity and Tech ETF$219,758$219,758 ▲New Holding4,5040.1%ETFADPAutomatic Data Processing$216,620$29,273 ▼-11.9%7400.1%Business ServicesNVDANVIDIA$215,902$215,902 ▲New Holding1,6080.1%Computer and TechnologyCVSCVS Health$207,679$1,077 ▲0.5%4,6260.1%MedicalBLFSBioLife Solutions$0$379,005 ▼-100.0%00.0%MedicalELVElevance Health$0$224,640 ▼-100.0%00.0%MedicalJNJJohnson & Johnson$0$219,740 ▼-100.0%00.0%MedicalTTTrane Technologies$0$207,582 ▼-100.0%00.0%ConstructionShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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