ForthRight Wealth Management

ForthRight Wealth Management as of Dec. 31, 2024

Portfolio Holdings for ForthRight Wealth Management

ForthRight Wealth Management holds 60 positions in its portfolio as reported in the December 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) 13.5 $41M 75k 538.81
Proshares Tr S&p 500 Dv Arist (NOBL) 11.2 $34M 339k 99.55
Schwab Strategic Tr Us Dividend Eq (SCHD) 9.4 $28M 1.0M 27.32
Ishares Tr Core S&p Us Vlu (IUSV) 8.7 $26M 282k 92.59
Ishares Tr Core S&p Us Gwt (IUSG) 8.1 $24M 173k 139.35
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 7.1 $21M 821k 25.86
Vanguard Bd Index Fds Intermed Term (BIV) 6.7 $20M 267k 74.73
J P Morgan Exchange Traded F Intl Bd Opp Etf (JPIB) 4.7 $14M 297k 47.26
Vanguard Index Fds Mid Cap Etf (VO) 3.5 $11M 40k 264.13
Hartford Fds Exchange Traded Aaa Clo Etf (TRPA) 2.5 $7.6M 195k 38.93
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 2.5 $7.5M 149k 50.13
Amplify Etf Tr Cwp Enhanced Div (DIVO) 1.9 $5.7M 142k 40.48
Spdr S&p 500 Etf Tr Tr Unit (SPY) 1.7 $5.0M 8.5k 586.09
Proshares Tr Russ 2000 Divd (SMDV) 1.5 $4.6M 68k 67.67
Alps Etf Tr Intl Sec Dv Dog (IDOG) 1.2 $3.6M 124k 28.88
First Tr Exchange Traded Dj Glbl Divid (FGD) 1.1 $3.2M 146k 22.24
Ishares Tr Core S&p Mcp Etf (IJH) 1.1 $3.2M 51k 62.31
Ishares Tr Pfd And Incm Sec (PFF) 1.0 $3.0M 97k 31.44
Visa Com Cl A (V) 0.9 $2.7M 8.7k 316.05
Apple (AAPL) 0.8 $2.5M 10k 250.42
Home Depot (HD) 0.8 $2.4M 6.1k 388.98
Invesco Exchange Traded Fd T S&p500 Eql Fin (RSPF) 0.8 $2.3M 32k 72.37
Ibotta Class A Com Shs (IBTA) 0.8 $2.3M 35k 65.08
First Tr Exchange-traded Cap Strength Etf (FTCS) 0.7 $2.1M 24k 87.82
Procter & Gamble Company (PG) 0.6 $1.8M 11k 167.64
Progressive Corporation (PGR) 0.6 $1.8M 7.5k 239.61
Ishares Tr National Mun Etf (MUB) 0.5 $1.6M 15k 106.55
Marathon Petroleum Corp (MPC) 0.5 $1.4M 10k 139.50
United Parcel Service CL B (UPS) 0.4 $1.2M 9.5k 126.10
Southern Company (SO) 0.4 $1.1M 14k 82.32
Docgo (DCGO) 0.4 $1.1M 270k 4.24
Amazon (AMZN) 0.3 $1.0M 4.7k 219.39
Microsoft Corporation (MSFT) 0.3 $909k 2.2k 421.55
Alphabet Cap Stk Cl C (GOOG) 0.3 $906k 4.8k 190.44
Vanguard Scottsdale Fds Vng Rus1000grw (VONG) 0.3 $827k 8.0k 103.30
Hf Sinclair Corp (DINO) 0.3 $759k 22k 35.05
AFLAC Incorporated (AFL) 0.3 $751k 7.3k 103.44
Ishares Tr Core S&p Ttl Stk (ITOT) 0.2 $669k 5.2k 128.62
Spdr Ser Tr Prtflo S&p500 Vl (SPYV) 0.2 $663k 13k 51.14
Genuine Parts Company (GPC) 0.2 $546k 4.7k 116.76
Wal-Mart Stores (WMT) 0.2 $532k 5.9k 90.35
Exxon Mobil Corporation (XOM) 0.1 $449k 4.2k 107.57
Vanguard Specialized Funds Div App Etf (VIG) 0.1 $444k 2.3k 195.83
Travelers Companies (TRV) 0.1 $392k 1.6k 240.89
NVIDIA Corporation (NVDA) 0.1 $385k 2.9k 134.27
Oracle Corporation (ORCL) 0.1 $383k 2.3k 166.64
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FNOV) 0.1 $352k 7.4k 47.82
Truist Financial Corp equities (TFC) 0.1 $339k 7.8k 43.38
Coca-Cola Company (KO) 0.1 $334k 5.4k 62.25
First Tr Lrge Cp Core Alpha Com Shs (FEX) 0.1 $324k 3.1k 104.30
McKesson Corporation (MCK) 0.1 $314k 551.00 569.91
Ishares Tr S&p 100 Etf (OEF) 0.1 $292k 1.0k 288.85
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FMAY) 0.1 $286k 6.0k 47.43
Ishares Tr Intl Eqty Factor (INTF) 0.1 $284k 9.9k 28.72
Vanguard Admiral Fds 500 Grth Idx F (VOOG) 0.1 $259k 707.00 366.06
Mohawk Industries (MHK) 0.1 $256k 2.2k 119.13
Ishares Tr Russell 2000 Etf (IWM) 0.1 $250k 1.1k 220.95
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 0.1 $233k 8.4k 27.87
Chevron Corporation (CVX) 0.1 $227k 1.6k 144.82
Alphabet Cap Stk Cl A (GOOGL) 0.1 $226k 1.2k 189.30