The Analysis of FORM Wealth Advisors, LLC's Holdings

Currently, FORM Wealth Advisors, LLC holds 64 types of securities in its portfolio with a total value $826.5M. In the most recent quarter, they have increased their positions in DYNF (+733.2K shares, valued at $39.9M), IVV (+43.3K shares, valued at $26.9M), EMB (+63.1K shares, valued at $5.8M); decreased their positions in USMV (-202.9K shares, valued at $19.0M), IEFA (-149.9K shares, valued at $12.5M), AGG (-113.4K shares, valued at $11.2M); initiated new positions in EMB (+63.1K shares, valued at $5.8M), AMZN (+1.1K shares, valued at $251.9K), NVDA (+1.4K shares, valued at $214.2K).

Top Holding Treemap

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

IVV ISHARES TR293.4K shares17.29%2025-06-302025-07-16

DYNF BLACKROCK ETF TRUST2.3M shares47.24%2025-06-302025-07-16

IEFA ISHARES TR1.5M shares-9.37%2025-06-302025-07-16

AGG ISHARES TR816.3K shares-12.20%2025-06-302025-07-16

QQQ INVESCO QQQ TR81.2K shares14.32%2025-06-302025-07-16

IJH ISHARES TR708.9K shares11.06%2025-06-302025-07-16

DGRO ISHARES TR621.5K shares-6.44%2025-06-302025-07-16

IEMG ISHARES INC564.9K shares9.39%2025-06-302025-07-16

Sponsored

EMXC ISHARES INC410.2K shares1.45%2025-06-302025-07-16

IJR ISHARES TR225.9K shares20.52%2025-06-302025-07-16

IEF ISHARES TR228.3K shares8.94%2025-06-302025-07-16

TLT ISHARES TR148.7K shares48.45%2025-06-302025-07-16

USHY ISHARES TR273.0K shares-30.52%2025-06-302025-07-16

BKLN INVESCO EXCH TRADED FD TR II488.9K shares-25.95%2025-06-302025-07-16

JAAA JANUS DETROIT STR TR143.8K shares-53.10%2025-06-302025-07-16

EMB ISHARES TR63.1K sharesnew addition2025-06-302025-07-16

Sponsored

IVW ISHARES TR30.5K shares3.41%2025-06-302025-07-16

IVE ISHARES TR16.9K shares5.20%2025-06-302025-07-16

AAPL APPLE INC13.4K shares1.47%2025-06-302025-07-16

USMV ISHARES TR27.9K shares-87.91%2025-06-302025-07-16

BRK.B BERKSHIRE HATHAWAY INC DEL3.5K shares-0.28%2025-06-302025-07-16

MSFT MICROSOFT CORP3.4K shares4.10%2025-06-302025-07-16

ABBV ABBVIE INC8.9K shares-1.62%2025-06-302025-07-16

JPM JPMORGAN CHASE & CO.5.3K shares4.46%2025-06-302025-07-16

Sponsored

GE GE AEROSPACE5.8K shares0.02%2025-06-302025-07-16

MCD MCDONALDS CORP4.0K shares-4.80%2025-06-302025-07-16

IBM INTERNATIONAL BUSINESS MACHS3.1K shares0.00%2025-06-302025-07-16

GEV GE VERNOVA INC1.6K shares0.69%2025-06-302025-07-16

XOM EXXON MOBIL CORP7.7K shares0.23%2025-06-302025-07-16

MGEE MGE ENERGY INC8.5K shares-1.68%2025-06-302025-07-16

IWB ISHARES TR2.0K shares18.00%2025-06-302025-07-16

CWB SPDR SERIES TRUST7.9K shares0.34%2025-06-302025-07-16

Sponsored

FIS FIDELITY NATL INFORMATION SV6.5K shares0.71%2025-06-302025-07-16

CEG CONSTELLATION ENERGY CORP1.6K shares0.00%2025-06-302025-07-16

VTI VANGUARD INDEX FDS1.6K shares0.00%2025-06-302025-07-16

ABT ABBOTT LABS3.5K shares-12.88%2025-06-302025-07-16

XLK SELECT SECTOR SPDR TR1.8K shares0.00%2025-06-302025-07-16

RJF RAYMOND JAMES FINL INC2.7K shares0.37%2025-06-302025-07-16

EXAS EXACT SCIENCES CORP7.9K shares0.00%2025-06-302025-07-16

PRU PRUDENTIAL FINL INC3.9K shares2.25%2025-06-302025-07-16

Sponsored

CVX CHEVRON CORP NEW2.6K shares1.14%2025-06-302025-07-16

ICVT ISHARES TR4.0K shares0.52%2025-06-302025-07-16

DHR DANAHER CORPORATION1.8K shares0.11%2025-06-302025-07-16

CL COLGATE PALMOLIVE CO3.8K shares0.00%2025-06-302025-07-16

PSK SPDR SERIES TRUST9.8K shares1.35%2025-06-302025-07-16

PG PROCTER AND GAMBLE CO1.9K shares0.00%2025-06-302025-07-16

RTX RTX CORPORATION2.1K shares0.00%2025-06-302025-07-16

PEG PUBLIC SVC ENTERPRISE GRP IN3.6K shares4.76%2025-06-302025-07-16

Sponsored

COST COSTCO WHSL CORP NEW300 shares0.00%2025-06-302025-07-16

AGGY WISDOMTREE TR6.6K shares1.14%2025-06-302025-07-16

LNT ALLIANT ENERGY CORP4.7K shares0.00%2025-06-302025-07-16

DIS DISNEY WALT CO2.1K shares-5.36%2025-06-302025-07-16

UTF COHEN & STEERS INFRASTRUCTUR9.6K shares16.07%2025-06-302025-07-16

BAB INVESCO EXCH TRADED FD TR II9.8K shares1.03%2025-06-302025-07-16

ADP AUTOMATIC DATA PROCESSING IN836 shares4.50%2025-06-302025-07-16

AMZN AMAZON COM INC1.1K sharesnew addition2025-06-302025-07-16

Sponsored

TRV TRAVELERS COMPANIES INC930 shares0.00%2025-06-302025-07-16

ALL ALLSTATE CORP1.2K shares1.93%2025-06-302025-07-16

DE DEERE & CO466 shares0.00%2025-06-302025-07-16

VOO VANGUARD INDEX FDS409 shares0.00%2025-06-302025-07-16

EPRF INNOVATOR ETFS TRUST13.0K shares1.55%2025-06-302025-07-16

NVDA NVIDIA CORPORATION1.4K sharesnew addition2025-06-302025-07-16

BMO BANK MONTREAL QUE1.9K sharesnew addition2025-06-302025-07-16

RFI COHEN & STEERS TOTAL RETURN11.0K shares1.32%2025-06-302025-07-16

Sponsored

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available