FW
| |
FORM Wealth Advisors, LLC13F | |
| FORM Wealth Advisors, LLC | |
| Last update 2025-04-23 | 62 Stocks (0 new) |
| Value $736.00 Mil | Turnover 0 % |
FORM Wealth Advisors, LLC Top Holdings of 2025-03-31
View Full List
| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IVV | iShares Core S&P 500 ETF | 250,173 | 140,572.4 | 0% | 19.100 | 0% | 0.020 | +17.02% | +7.08% | 622,054.4 | ||
IEFA | iShares Core MSCI EAFE ETF | 1,600,017 | 121,041.3 | 0% | 16.450 | 0% | 0.090 | +15.26% | +20.32% | 142,203.0 | ||
AGG |
iShares Core U.S. Aggregate Bond ETF
iShares Core U.S. Aggregate Bond ETF
| 929,705 | 91,966.4 | 0% | 12.490 | 0% | 0.070 | +2.03% | +3.17% | 127,710.7 | ||
DYNF |
iShares U.S. Equity Factor Rotation Active ETF
iShares U.S. Equity Factor Rotation Active ETF
| 1,552,109 | 75,680.8 | 0% | 10.280 | 0% | 0.490 | +17.88% | +7.74% | 19,221.7 | ||
DGRO | iShares Core Dividend Growth ETF | 664,277 | 41,039.0 | 0% | 5.580 | 0% | 0.140 | +11.68% | +6.75% | 32,433.7 | ||
IJH | iShares Core S&P Mid-Cap ETF | 638,284 | 37,243.8 | 0% | 5.060 | 0% | 0.040 | +17.05% | +2.42% | 96,994.3 | ||
QQQ | INVESCO QQQ Trust | 71,019 | 33,302.3 | 0% | 4.520 | 0% | 0.010 | +22.10% | +8.69% | 355,935.0 | ||
IEMG |
iShares Core MSCI Emerging Markets ETF
iShares Core MSCI Emerging Markets ETF
| 516,377 | 27,868.8 | 0% | 3.790 | 0% | 0.030 | +17.68% | +16.42% | 95,715.8 | ||
EMXC |
iShares MSCI Emerging Markets ex China ETF
iShares MSCI Emerging Markets ex China ETF
| 404,292 | 22,272.5 | 0% | 3.030 | 0% | 0.160 | +18.81% | +15.44% | 13,635.5 | ||
USMV | iShares MSCI USA Min Vol Factor ETF | 230,780 | 21,614.9 | 0% | 2.940 | 0% | 0.090 | +3.43% | +5.18% | 23,583.0 |
FORM Wealth Advisors, LLC's Historical Top Holdings Breakdowns
FORM Wealth Advisors, LLC Total Holding History ($B)
FORM Wealth Advisors, LLC's Asset Allocation
FORM Wealth Advisors, LLC Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
Top Ranked Articles
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FORM Wealth Advisors, LLC's Hypothetical Growth since 2025-03-31
FORM Wealth Advisors, LLC's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
FORM Wealth Advisors, LLC's Holdings Heat Map
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FORM Wealth Advisors, LLC's Holdings Bubble Chart
FORM Wealth Advisors, LLC News
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