ForthRight Wealth Management

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

  • Top 5 stock holdings are VOO, NOBL, IUSV, IUSG, SCHD, and represent 53.33% of ForthRight Wealth Management's stock portfolio.
  • Added to shares of these 10 stocks: IUSV, VOO, NOBL, HSRT, SCHD, JPIB, MUB, SPY, VO, IWM.
  • Started 3 new stock positions in MHK, IWM, BAC.
  • Reduced shares in these 10 stocks: PFF, VTEB, V, ITOT, FTCS, MPC, IXUS, SO, AMZN, MCK.
  • ForthRight Wealth Management was a net buyer of stock by $4.8M.
  • ForthRight Wealth Management has $258M in assets under management (AUM), dropping by 11.24%.
  • Central Index Key (CIK): 0001841633

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Portfolio Holdings for ForthRight Wealth Management

ForthRight Wealth Management holds 59 positions in its portfolio as reported in the December 2023 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 $34M +3% 78k 436.80
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Proshares Tr S&p 500 Dv Arist (NOBL) 13.1 $34M +2% 354k 95.20
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Ishares Tr Core S&p Us Vlu (IUSV) 10.8 $28M +4% 330k 84.33
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Ishares Tr Core S&p Us Gwt (IUSG) 8.3 $21M 205k 104.10
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Schwab Strategic Tr Us Dividend Eq (SCHD) 8.0 $21M +2% 272k 76.13
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Schwab Strategic Tr Us Sml Cap Etf (SCHA) 6.6 $17M 359k 47.24
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Vanguard Bd Index Fds Intermed Term (BIV) 5.5 $14M 185k 76.38
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Vanguard Index Fds Mid Cap Etf (VO) 3.0 $7.8M +6% 34k 232.64
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Ishares Tr Pfd And Incm Sec (PFF) 2.6 $6.8M -26% 219k 31.19
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Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 2.6 $6.6M -10% 130k 51.05
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J P Morgan Exchange Traded F Intl Bd Opp Etf (JPIB) 2.5 $6.4M +9% 134k 47.79
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Amplify Etf Tr Cwp Enhanced Div (DIVO) 2.1 $5.5M +2% 150k 36.55
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Proshares Tr Russ 2000 Divd (SMDV) 1.7 $4.5M 69k 65.01
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Alps Etf Tr Intl Sec Dv Dog (IDOG) 1.5 $3.9M +2% 132k 29.87
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Spdr S&p 500 Etf Tr Tr Unit (SPY) 1.4 $3.7M +15% 7.8k 475.33
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Ishares Tr Core S&p Mcp Etf (IJH) 1.4 $3.6M 13k 277.16
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First Tr Exchange Traded Dj Glbl Divid (FGD) 1.3 $3.3M 149k 22.26
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Ishares Tr National Mun Etf (MUB) 1.3 $3.2M +21% 30k 108.41
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First Tr Exchange-traded Cap Strength Etf (FTCS) 1.2 $3.0M -2% 37k 80.04
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Home Depot (HD) 0.9 $2.4M +2% 7.1k 346.56
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Invesco Exchange Traded Fd T S&p500 Eql Fin (RSPF) 0.9 $2.4M +2% 42k 58.60
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Visa Com Cl A (V) 0.9 $2.3M -9% 8.8k 260.35
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Apple (AAPL) 0.8 $2.1M 11k 192.53
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Marathon Petroleum Corp (MPC) 0.6 $1.7M -3% 11k 148.36
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Procter & Gamble Company (PG) 0.6 $1.6M 11k 146.53
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Hartford Fds Exchange Traded Shrt Durtn Etf (HSRT) 0.6 $1.6M +67% 40k 38.98
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United Parcel Service CL B (UPS) 0.6 $1.5M 9.7k 157.23
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Docgo (DCGO) 0.6 $1.5M 270k 5.59
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Hf Sinclair Corp (DINO) 0.5 $1.2M 22k 55.57
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Southern Company (SO) 0.3 $876k -2% 13k 70.12
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Microsoft Corporation (MSFT) 0.3 $829k 2.2k 376.03
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Ishares Tr Core S&p Ttl Stk (ITOT) 0.3 $809k -10% 7.7k 105.24
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Amazon (AMZN) 0.3 $731k -2% 4.8k 151.94
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Alphabet Cap Stk Cl C (GOOG) 0.3 $702k 5.0k 140.93
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First Tr Lrge Cp Core Alpha Com Shs (FEX) 0.3 $646k 7.2k 90.16
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Spdr Ser Tr Prtflo S&p500 Vl (SPYV) 0.2 $633k +9% 14k 46.63
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Vanguard Scottsdale Fds Vng Rus1000grw (VONG) 0.2 $628k +11% 8.1k 78.02
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AFLAC Incorporated (AFL) 0.2 $603k 7.3k 82.50
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Genuine Parts Company (GPC) 0.2 $579k 4.2k 138.50
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Coca-Cola Company (KO) 0.2 $443k +61% 7.5k 58.93
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Travelers Companies (TRV) 0.2 $393k 2.1k 190.49
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Exxon Mobil Corporation (XOM) 0.1 $373k +2% 3.7k 99.98
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Truist Financial Corp equities (TFC) 0.1 $372k 10k 36.92
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Duke Energy Corp Com New (DUK) 0.1 $352k 3.6k 97.05
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Ishares Tr Intl Eqty Factor (INTF) 0.1 $337k 12k 28.03
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Ishares Tr Russell 2000 Etf (IWM) 0.1 $324k NEW 1.6k 200.67
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First Tr Exchng Traded Fd Vi Cboe Eqt Bufer (FNOV) 0.1 $314k +28% 7.4k 42.51
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Wal-Mart Stores (WMT) 0.1 $309k 2.0k 157.65
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McKesson Corporation (MCK) 0.1 $290k -2% 626.00 462.98
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Vanguard Admiral Fds 500 Grth Idx F (VOOG) 0.1 $256k 945.00 270.79
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Haverty Furniture Companies (HVT) 0.1 $249k 7.0k 35.50
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Oracle Corporation (ORCL) 0.1 $242k 2.3k 105.43
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Ishares Tr Core Msci Total (IXUS) 0.1 $241k -8% 3.7k 64.93
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AGCO Corporation (AGCO) 0.1 $238k -2% 2.0k 121.38
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Mohawk Industries (MHK) 0.1 $233k NEW 2.3k 103.50
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Chevron Corporation (CVX) 0.1 $219k 1.5k 149.15
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Bank of America Corporation (BAC) 0.1 $206k NEW 6.1k 33.67
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Johnson & Johnson (JNJ) 0.1 $203k 1.3k 156.74
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Aim Immunotech (AIM) 0.0 $8.8k 20k 0.44
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Past Filings by ForthRight Wealth Management

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