Forum Financial Management, LP

Filing Details

13F-HR • 2025-03-31
SEC
Report Date
2025-03-31
Filing Date
2025-05-02
Total Holdings
968
Total Value
6041849330
Accession Number
0001911832-25-000004
Form Type
13F-HR
CIK
0001911832
Manager Name
Forum Financial Management, LP
Data Enrichment
89% identified
858 identified110 unidentified

Holdings

968 positions
Manager:
SEC
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Page 2 of 44
Alphabet Inc.
GOOGL|02079K305
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135952(+71.7%)
Value:
$21.0B(+40.3%)
92189H409
92189H409
Shares:
409876(-25.3%)
Value:
$21.0B(-26.4%)
Alphabet Inc.
GOOG|02079K107
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132581(+94.2%)
Value:
$20.7B(+59.3%)
NVIDIA CORP
NVDA|67066G104
Shares:
182249(-4.1%)
Value:
$19.8B(-22.6%)
JPMORGAN CHASE & CO
JPM|46625H100
Shares:
80350(-3.2%)
Value:
$19.7B(-0.9%)
25434V807
25434V807
Shares:
402400(-15.9%)
Value:
$15.8B(-6.7%)
25434V716
25434V716
Shares:
396258(-0.6%)
Value:
$14.2B(-6.1%)
25434V682
25434V682
Shares:
395611(+1.7%)
Value:
$13.3B(+3.4%)
02072L532
02072L532
Shares:
670047(+0.7%)
Value:
$13.0B(-9.5%)
Cboe Global Markets, Inc.
CBOE|12503M108
Shares:
56462(+0.0%)
Value:
$12.8B(+15.8%)
AbbVie Inc.
ABBV|00287Y109
Shares:
59197(+0.7%)
Value:
$12.4B(+18.7%)
56170L695
56170L695
Shares:
1199559(+3.9%)
Value:
$12.2B(+4.2%)
464288414
MUB|464288414
Shares:
105904(-36.7%)
Value:
$11.2B(-37.3%)
EXXON MOBIL CORP
XOM|30231G102
Shares:
87498(+0.3%)
Value:
$10.4B(+10.9%)
25434V690
25434V690
Shares:
298219(-1.0%)
Value:
$10.4B(+5.2%)
25434V823
25434V823
Shares:
402390(-0.3%)
Value:
$9.6B(+1.8%)
SPDR S&P 500 ETF TRUST
SPY|78462F103
Shares:
16355(+0.7%)
Value:
$9.1B(-3.9%)
25434V500
25434V500
Shares:
146788(-1.5%)
Value:
$8.8B(-9.6%)
ABBOTT LABORATORIES
ABT|002824100
Shares:
58525
Value:
$7.8B
92206C847
VGLT|92206C847
Shares:
130966(+20.1%)
Value:
$7.5B(+25.0%)