Portfolio (Quarterly)
Guide ↗
FORM Wealth Advisors, LLC
· CIK 0002053294| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 21 | GE | GE AEROSPACE | Industrials | 6,142.0 | $1.9M | 0.22% | NEW | — | $308.02 | +4.1% |
| 22 | AAPL | APPLE INC | Technology | 5,925.0 | $1.6M | 0.19% | NEW | — | $271.84 | +14.2% |
| 23 | JPM | JPMORGAN CHASE & CO. | Financial Services | 4,683.0 | $1.5M | 0.18% | NEW | — | $322.24 | -8.1% |
| 24 | — | BERKSHIRE HATHAWAY INC DEL | — | 2,694.0 | $1.4M | 0.16% | NEW | — | $502.65 | — |
| 25 | MSFT | MICROSOFT CORP | Technology | 2,607.0 | $1.3M | 0.15% | NEW | — | $483.61 | -11.8% |
| 26 | MCD | MCDONALDS CORP | Consumer Cyclical | 3,969.0 | $1.2M | 0.14% | NEW | — | $305.66 | -9.1% |
| 27 | GEV | GE VERNOVA INC | Utilities | 1,679.0 | $1.1M | 0.13% | NEW | — | $653.55 | +53.1% |
| 28 | XOM | EXXON MOBIL CORP | Energy | 7,468.0 | $899K | 0.10% | NEW | — | $120.34 | +22.3% |
| 29 | IBM | INTERNATIONAL BUSINESS MACHS | Technology | 2,982.0 | $883K | 0.10% | NEW | — | $296.21 | -11.0% |
| 30 | DIS | DISNEY WALT CO | Communication Services | 7,003.0 | $797K | 0.09% | NEW | — | $113.76 | -9.0% |
| 31 | IWB | ISHARES TR | — | 1,840.0 | $687K | 0.08% | NEW | — | $373.44 | +10.2% |
| 32 | MGEE | MGE ENERGY INC | Utilities | 8,550.0 | $671K | 0.08% | NEW | — | $78.42 | -3.3% |
| 33 | CWB | SPDR SERIES TRUST | — | 6,308.0 | $563K | 0.07% | NEW | — | $89.20 | +20.7% |
| 34 | VTI | VANGUARD INDEX FDS | — | 1,665.0 | $558K | 0.07% | NEW | — | $335.27 | +10.8% |
| 35 | CEG | CONSTELLATION ENERGY CORP | Utilities | 1,567.0 | $554K | 0.07% | NEW | — | $353.28 | -19.1% |
| 36 | XLK | SELECT SECTOR SPDR TR | — | 3,560.0 | $513K | 0.06% | NEW | — | $143.97 | +29.8% |
| 37 | RJF | RAYMOND JAMES FINL INC | Financial Services | 2,754.0 | $442K | 0.05% | NEW | — | $160.57 | -11.3% |
| 38 | PRU | PRUDENTIAL FINL INC | Financial Services | 3,793.0 | $428K | 0.05% | NEW | — | $112.88 | -10.8% |
| 39 | ABT | ABBOTT LABS | Healthcare | 3,388.0 | $424K | 0.05% | NEW | — | $125.28 | -31.4% |
| 40 | ICVT | ISHARES TR | — | 4,076.0 | $402K | 0.05% | NEW | — | $98.51 | +22.3% |
① Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.
Sector Allocation
Financial Services
74.9%
Technology
6.5%
Utilities
4.4%
Healthcare
4.2%
Industrials
4.0%
Energy
1.9%
Consumer Cyclical
1.8%
Consumer Defensive
1.2%
Communication Services
1.2%