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ForthRight Wealth Management

Latest statistics and disclosures from ForthRight Wealth Management's latest quarterly 13F-HR filing:

Top 5 stock holdings are VOO, NOBL, SCHD, IUSV, IUSG, and represent 51.28% of ForthRight Wealth Management's stock portfolio.
Added to shares of these 10 stocks: JPIB, HSRT, BIV, SCHD, VO, SCHA, SPY, IBTA, CAT, JNJ.
Started 3 new stock positions in JNJ, CAT, IBTA.
Reduced shares in these 10 stocks: IUSV, PFF, IUSG, NOBL, VOO, MUB, IJH, FTCS, FEX, BAC.
Sold out of its positions in AIM, GOOGL, BAC, VTI.
ForthRight Wealth Management was a net buyer of stock by $3.0M.
ForthRight Wealth Management has $300M in assets under management (AUM), dropping by 7.96%.
Central Index Key (CIK): 0001841633

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Portfolio Holdings for ForthRight Wealth Management

ForthRight Wealth Management holds 63 positions in its portfolio as reported in the September 2024 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Vanguard Index Fds S&p 500 Etf Shs (VOO)	13.2	$40M	-2%	75k	527.67	View chart
Proshares Tr S&p 500 Dv Arist (NOBL)	11.9	$36M	-3%	334k	106.76	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	9.4	$28M	+9%	335k	84.53	View chart
Ishares Tr Core S&p Us Vlu (IUSV)	8.9	$27M	-9%	281k	95.49	View chart
Ishares Tr Core S&p Us Gwt (IUSG)	7.8	$23M	-7%	178k	131.91	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	6.9	$21M	+2%	404k	51.50	View chart
Vanguard Bd Index Fds Intermed Term (BIV)	6.5	$20M	+14%	251k	78.37	View chart
J P Morgan Exchange Traded F Intl Bd Opp Etf (JPIB)	4.6	$14M	+44%	284k	48.65	View chart
Vanguard Index Fds Mid Cap Etf (VO)	3.5	$10M	+6%	39k	263.83	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	2.4	$7.4M		144k	51.12	View chart
Hartford Fds Exchange Traded Aaa Clo Etf (HSRT)	2.4	$7.2M	+123%	185k	38.98	View chart
Amplify Etf Tr Cwp Enhanced Div (DIVO)	1.9	$5.7M		138k	41.19	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	1.6	$4.9M	+10%	8.6k	573.78	View chart
Proshares Tr Russ 2000 Divd (SMDV)	1.5	$4.6M		66k	69.26	View chart
Alps Etf Tr Intl Sec Dv Dog (IDOG)	1.3	$3.8M		120k	31.85	View chart
First Tr Exchange Traded Dj Glbl Divid (FGD)	1.2	$3.5M		143k	24.35	View chart
Ishares Tr Pfd And Incm Sec (PFF)	1.1	$3.4M	-41%	103k	33.23	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	1.1	$3.3M	-13%	53k	62.32	View chart
Home Depot (HD)	0.9	$2.8M		6.8k	405.21	View chart
Invesco Exchange Traded Fd T S&p500 Eql Fin (RSPF)	0.8	$2.5M	-5%	36k	68.99	View chart
Visa Com Cl A (V)	0.8	$2.4M	+2%	8.7k	274.96	View chart
Apple (AAPL)	0.8	$2.4M	-2%	10k	233.00	View chart
First Tr Exchange-traded Cap Strength Etf (FTCS)	0.8	$2.3M	-17%	25k	90.80	View chart
Progressive Corporation (PGR)	0.7	$2.0M		7.8k	253.76	View chart
Procter & Gamble Company (PG)	0.6	$1.9M		11k	173.20	View chart
Marathon Petroleum Corp (MPC)	0.6	$1.8M		11k	162.91	View chart
Ishares Tr National Mun Etf (MUB)	0.6	$1.7M	-23%	16k	108.63	View chart
United Parcel Service CL B (UPS)	0.4	$1.3M		9.5k	136.34	View chart
Southern Company (SO)	0.4	$1.2M		14k	90.18	View chart
Hf Sinclair Corp (DINO)	0.3	$965k		22k	44.57	View chart
Microsoft Corporation (MSFT)	0.3	$937k	+2%	2.2k	430.35	View chart
Docgo (DCGO)	0.3	$896k		270k	3.32	View chart
Amazon (AMZN)	0.3	$892k		4.8k	186.33	View chart
AFLAC Incorporated (AFL)	0.3	$863k	-10%	7.7k	111.81	View chart
Alphabet Cap Stk Cl C (GOOG)	0.3	$796k		4.8k	167.19	View chart
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)	0.3	$773k		8.0k	96.52	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.2	$736k		5.9k	125.62	View chart
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)	0.2	$686k		13k	52.86	View chart
Genuine Parts Company (GPC)	0.2	$583k		4.2k	139.68	View chart
Wal-Mart Stores (WMT)	0.2	$476k		5.9k	80.75	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.2	$451k	+78%	2.3k	198.06	View chart
Exxon Mobil Corporation (XOM)	0.1	$426k		3.6k	117.22	View chart
Truist Financial Corp equities (TFC)	0.1	$405k		9.5k	42.77	View chart
Oracle Corporation (ORCL)	0.1	$392k		2.3k	170.40	View chart
Travelers Companies (TRV)	0.1	$389k	-5%	1.7k	234.12	View chart
Coca-Cola Company (KO)	0.1	$383k	-29%	5.3k	71.86	View chart
Ishares Tr Intl Eqty Factor (INTF)	0.1	$378k		12k	31.43	View chart
Mohawk Industries (MHK)	0.1	$354k		2.2k	160.68	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FNOV)	0.1	$348k		7.4k	47.18	View chart
First Tr Lrge Cp Core Alpha Com Shs (FEX)	0.1	$340k	-54%	3.3k	104.17	View chart
Ibotta Class A Com Shs (IBTA)	0.1	$340k	NEW	5.5k	61.61	View chart
NVIDIA Corporation (NVDA)	0.1	$312k	-13%	2.6k	121.46	View chart
Vanguard Admiral Fds 500 Grth Idx F (VOOG)	0.1	$306k		885.00	345.29	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FMAY)	0.1	$281k		6.0k	46.51	View chart
Ishares Tr S&p 100 Etf (OEF)	0.1	$280k		1.0k	276.76	View chart
McKesson Corporation (MCK)	0.1	$272k	-9%	551.00	494.42	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.1	$249k	-14%	1.1k	220.95	View chart
Caterpillar (CAT)	0.1	$228k	NEW	584.00	391.12	View chart
Chevron Corporation (CVX)	0.1	$225k	+3%	1.5k	147.24	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.1	$218k		2.1k	104.18	View chart
Ishares Tr Core Msci Total (IXUS)	0.1	$216k	-19%	3.0k	72.63	View chart
Johnson & Johnson (JNJ)	0.1	$208k	NEW	1.3k	162.06	View chart
Kimberly-Clark Corporation (KMB)	0.1	$202k	-3%	1.4k	142.28	View chart

Past Filings by ForthRight Wealth Management

SEC 13F filings are viewable for ForthRight Wealth Management going back to 2020

ForthRight Wealth Management 2024 Q3 filed Oct. 28, 2024
ForthRight Wealth Management 2024 Q2 filed July 12, 2024
ForthRight Wealth Management 2024 Q1 filed April 23, 2024
ForthRight Wealth Management 2023 Q4 filed Jan. 23, 2024
ForthRight Wealth Management 2023 Q3 filed Oct. 24, 2023
ForthRight Wealth Management 2023 Q2 filed July 17, 2023
ForthRight Wealth Management 2023 Q1 filed April 18, 2023
ForthRight Wealth Management 2022 Q4 filed Jan. 18, 2023
ForthRight Wealth Management 2022 Q3 filed Oct. 17, 2022
ForthRight Wealth Management 2022 Q2 filed July 15, 2022
ForthRight Wealth Management 2022 Q1 restated filed April 19, 2022
ForthRight Wealth Management 2022 Q1 filed April 14, 2022
ForthRight Wealth Management 2021 Q4 filed Jan. 24, 2022
ForthRight Wealth Management 2021 Q3 filed Oct. 26, 2021
ForthRight Wealth Management 2021 Q2 filed July 23, 2021
ForthRight Wealth Management 2021 Q1 filed April 26, 2021

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