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 | RTX | RTX CORPORATION | Industrials | 1,790.0 | $345K | 0.04% | -240.0 | -11.8% | $192.90 | -6.4% |
| 22 | ABT | ABBOTT LABORATORIES | Healthcare | 3,351.0 | $344K | 0.04% | -37.0 | -1.1% | $102.68 | -16.5% |
| 23 | CL | COLGATE PALMOLIVE CO | Consumer Defensive | 3,790.0 | $323K | 0.04% | -46.0 | -1.2% | $85.24 | +7.8% |
| 24 | LNT | ALLIANT ENERGY CORP | Utilities | 4,450.0 | $319K | 0.04% | -475.0 | -9.6% | $71.76 | +1.3% |
| 25 | NVDA | NVIDIA CORPORATION | Technology | 1,638.0 | $286K | 0.03% | -48.0 | -2.9% | $174.41 | +21.9% |
| 26 | BMO | BANK MONTREAL MEDIUM | Financial Services | 1,527.0 | $207K | 0.02% | -24.0 | -1.6% | $135.32 | +19.7% |
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
75.0%
Technology
5.4%
Utilities
4.9%
Healthcare
3.8%
Industrials
3.4%
Energy
2.8%
Consumer Cyclical
1.9%
Consumer Defensive
1.6%
Communication Services
1.1%