ForthRight Wealth Management

ForthRight Wealth Management as of Dec. 31, 2022

Portfolio Holdings for ForthRight Wealth Management

ForthRight Wealth Management holds 51 positions in its portfolio as reported in the December 2022 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Proshares S&p 500 Dividend Aristocrats Etf Equity (NOBL) 17.1 $33M 372k 89.99
Vanguard Index Funds S&p 500 Etf Equity (VOO) 12.9 $25M 72k 351.34
Ishares Tr Core S&p Us Vlu Equity (IUSV) 11.6 $23M 320k 70.63
Ishares Tr Core S&p Us Gwt Equity (IUSG) 8.4 $17M 203k 81.52
First Trust Capital Strength Etf Equity (FTCS) 6.4 $13M 167k 74.95
Ishares Tr Core S&p Mcp Etf Equity (IJH) 4.3 $8.5M 35k 241.89
Vanguard Intermediate-term Bond Etf Equity (BIV) 4.3 $8.3M 112k 74.32
Ishares Tr National Mun Etf Equity (MUB) 4.2 $8.2M 78k 105.52
Schwab U.s. Small-cap Etf Equity (SCHA) 4.0 $7.9M 195k 40.51
Amplify Cwp Enhanced Dividend Income Etf Equity (DIVO) 2.7 $5.3M 147k 35.86
Schwab Us Dividend Equity Etf Equity (SCHD) 2.2 $4.3M 57k 75.54
Alps International Sector Dividend Dogs Etf Equity (IDOG) 2.2 $4.3M 168k 25.46
Proshares Russell 2000 Dividend Growers Etf Equity (SMDV) 2.0 $4.0M 65k 61.37
First Trust Dow Jones Global Select Dividend Index Fund Equity (FGD) 2.0 $4.0M 180k 21.98
Docgo Incorporated Equity (DCGO) 1.4 $2.8M 395k 7.07
Spdr S&p 500 Etf Equity (SPY) 1.3 $2.6M 6.7k 382.45
Invesco S&p 500 Equal Weight Financials Etf Equity (RSPF) 1.2 $2.3M 41k 56.41
Home Depot Incorporated Equity (HD) 1.2 $2.3M 7.2k 315.88
Vanguard Tax-exempt Bond Etf Equity (VTEB) 1.1 $2.2M 44k 49.49
Visa Incorporated Com Class A Equity (V) 1.0 $2.0M 9.8k 207.76
United Parcel Service Incorporated Class B Equity (UPS) 0.9 $1.7M 9.8k 173.84
Procter And Gamble Company Equity (PG) 0.8 $1.6M 11k 151.56
Marathon Pete Corporation Equity (MPC) 0.7 $1.3M 12k 116.39
Apple Incorporated Equity (AAPL) 0.6 $1.1M 8.7k 129.93
Hf Sinclair Corporation Equity (DINO) 0.6 $1.1M 22k 51.89
Southern Company Equity (SO) 0.5 $894k 13k 71.41
Ishares Tr Core S&p Ttl Stk Equity (ITOT) 0.4 $764k 9.0k 84.80
Genuine Parts Company Equity (GPC) 0.4 $725k 4.2k 173.51
First Trust Large Cap Core Alphadex Fund Equity (FEX) 0.3 $606k 7.6k 80.07
Spdr Portfolio S&p 500 Value Etf Equity (SPYV) 0.2 $480k 12k 38.89
Microsoft Corporation Equity (MSFT) 0.2 $469k 2.0k 239.88
Truist Finl Corporation Equity (TFC) 0.2 $429k 10k 43.03
Travelers Companies Incorporated Equity (TRV) 0.2 $415k 2.2k 187.49
Exxon Mobil Corporation Equity (XOM) 0.2 $401k 3.6k 110.30
Vanguard Russell 1000 Growth Etf Equity (VONG) 0.2 $394k 7.2k 55.12
Duke Energy Corporation Equity (DUK) 0.2 $334k 3.2k 103.00
Vanguard S&p Small-cap 600 Etf Equity (VIOO) 0.2 $330k 1.9k 173.31
Coca Cola Company Equity (KO) 0.2 $315k 4.9k 63.62
Ishares Tr Intl Eqty Factor Equity (INTF) 0.2 $296k 12k 24.60
Bank America Corporation Equity (BAC) 0.1 $279k 8.4k 33.12
Agco Corporation Equity (AGCO) 0.1 $268k 1.9k 138.71
Chevron Corporation Equity (CVX) 0.1 $261k 1.5k 179.50
Unitedhealth Group Incorporated Equity (UNH) 0.1 $260k 491.00 530.18
Johnson & Johnson Equity (JNJ) 0.1 $251k 1.4k 176.65
Mckesson Corporation Equity (MCK) 0.1 $248k 660.00 375.12
Mohawk Industries Incorporated Equity (MHK) 0.1 $230k 2.3k 102.22
Haverty Furniture Companies Incorporated Equity (HVT) 0.1 $227k 7.6k 29.90
Walmart Incorporated Equity (WMT) 0.1 $225k 1.6k 141.79
Ishares Tr Core S&p Scp Etf Equity (IJR) 0.1 $215k 2.3k 94.64
Ft Cboe Vest U.s. Equity Buffer Etf - November Equity (FNOV) 0.1 $205k 5.8k 35.52
Aim Immunotech Incorporated Equity (AIM) 0.0 $6.2k 20k 0.31