The Analysis of FORM Wealth Advisors, LLC's Holdings
Currently, FORM Wealth Advisors, LLC holds 59 types of securities in its portfolio with a total value $854.2M. In the most recent quarter, they have increased their positions in DIS (+4.9K shares, valued at $555.8K), XLK (+1.8K shares, valued at $256.3K), PBI (+14.7K shares, valued at $155.2K); decreased their positions in IVV (-9.6K shares, valued at $6.5M), DYNF (-89.5K shares, valued at $5.4M), IEFA (-50.7K shares, valued at $4.5M); initiated new positions in PBI (+14.7K shares, valued at $155.2K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
IVV ISHARES TR283.9K shares-3.26%2025-12-312026-01-28
DYNF BLACKROCK ETF TRUST2.2M shares-3.91%2025-12-312026-01-28 IEFA ISHARES TR1.4M shares-3.50%2025-12-312026-01-28 AGG ISHARES TR778.3K shares-4.66%2025-12-312026-01-28 IJH ISHARES TR687.3K shares-3.05%2025-12-312026-01-28 DGRO ISHARES TR591.1K shares-4.89%2025-12-312026-01-28 IEMG ISHARES INC540.1K shares-4.38%2025-12-312026-01-28 EMXC ISHARES INC384.2K shares-6.34%2025-12-312026-01-28 IJR ISHARES TR217.8K shares-3.58%2025-12-312026-01-28 IEF ISHARES TR222.3K shares-2.64%2025-12-312026-01-28 TLT ISHARES TR146.7K shares-1.39%2025-12-312026-01-28 BKLN INVESCO EXCH TRADED FD TR II466.9K shares-4.50%2025-12-312026-01-28 USHY ISHARES TR257.1K shares-5.82%2025-12-312026-01-28 JAAA JANUS DETROIT STR TR125.4K shares-12.78%2025-12-312026-01-28 EMB ISHARES TR61.0K shares-3.34%2025-12-312026-01-28 IVW ISHARES TR28.3K shares-7.23%2025-12-312026-01-28 IVE ISHARES TR15.9K shares-5.87%2025-12-312026-01-28 ABBV ABBVIE INC8.6K shares-2.76%2025-12-312026-01-28 USMV ISHARES TR20.3K shares-27.44%2025-12-312026-01-28 GE AEROSPACE GE AEROSPACE6.1K shares6.39%2025-12-312026-01-28 AAPL APPLE INC5.9K shares-55.72%2025-12-312026-01-28 JPM JPMORGAN CHASE & CO.4.7K shares-12.35%2025-12-312026-01-28 MSFT MICROSOFT CORP2.6K shares-22.85%2025-12-312026-01-28 MCD MCDONALDS CORP4.0K shares0.00%2025-12-312026-01-28 GEV GE VERNOVA INC1.7K shares5.00%2025-12-312026-01-28 XOM EXXON MOBIL CORP7.5K shares-3.31%2025-12-312026-01-28 IBM INTERNATIONAL BUSINESS MACHS3.0K shares-4.61%2025-12-312026-01-28 DIS DISNEY WALT CO7.0K shares230.80%2025-12-312026-01-28 IWB ISHARES TR1.8K shares-9.18%2025-12-312026-01-28 MGEE MGE ENERGY INC8.6K shares0.15%2025-12-312026-01-28 CWB SPDR SERIES TRUST6.3K shares-20.11%2025-12-312026-01-28 VTI VANGUARD INDEX FDS1.7K shares3.03%2025-12-312026-01-28 CEG CONSTELLATION ENERGY CORP1.6K shares-0.57%2025-12-312026-01-28 XLK SELECT SECTOR SPDR TR3.6K shares100.00%2025-12-312026-01-28 RJF RAYMOND JAMES FINL INC2.8K shares0.62%2025-12-312026-01-28 PRU PRUDENTIAL FINL INC3.8K shares-2.87%2025-12-312026-01-28 ABT ABBOTT LABS3.4K shares-2.89%2025-12-312026-01-28 ICVT ISHARES TR4.1K shares0.99%2025-12-312026-01-28 CVX CHEVRON CORP NEW2.6K shares0.31%2025-12-312026-01-28 DHR DANAHER CORPORATION1.6K shares-10.67%2025-12-312026-01-28 RTX RTX CORPORATION2.0K shares-2.68%2025-12-312026-01-28 LNT ALLIANT ENERGY CORP4.9K shares3.84%2025-12-312026-01-28 NVDA NVIDIA CORPORATION1.7K shares24.34%2025-12-312026-01-28 CL COLGATE PALMOLIVE CO3.8K shares0.00%2025-12-312026-01-28 AGGY WISDOMTREE TR6.7K shares2.28%2025-12-312026-01-28 PEG PUBLIC SVC ENTERPRISE GRP IN3.6K shares-0.78%2025-12-312026-01-28 BAB INVESCO EXCH TRADED FD TR II9.9K shares2.03%2025-12-312026-01-28 TRV TRAVELERS COMPANIES INC930 shares0.00%2025-12-312026-01-28 PG PROCTER AND GAMBLE CO1.8K shares-4.18%2025-12-312026-01-28 PSK SPDR SERIES TRUST8.1K shares-17.71%2025-12-312026-01-28 FIS FIDELITY NATL INFORMATION SV3.4K shares-47.38%2025-12-312026-01-28 ADP AUTOMATIC DATA PROCESSING IN836 shares0.00%2025-12-312026-01-28 COST COSTCO WHSL CORP NEW242 shares-19.33%2025-12-312026-01-28 BMO BANK MONTREAL QUE1.6K shares-19.72%2025-12-312026-01-28 PBI PITNEY BOWES INC14.7K sharesnew addition2025-12-312026-01-28 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available