ForthRight Wealth Management

ForthRight Wealth Management as of March 31, 2025

Portfolio Holdings for ForthRight Wealth Management

ForthRight Wealth Management holds 65 positions in its portfolio as reported in the March 2025 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 $39M 77k 513.91
Proshares Tr S&p 500 Dv Arist (NOBL) 11.7 $35M 342k 102.18
Schwab Strategic Tr Us Dividend Eq (SCHD) 9.9 $30M 1.1M 27.96
Ishares Tr Core S&p Us Vlu (IUSV) 8.8 $26M 286k 92.29
Ishares Tr Core S&p Us Gwt (IUSG) 7.4 $22M 175k 127.08
Vanguard Bd Index Fds Intermed Term (BIV) 7.0 $21M 274k 76.57
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 6.6 $20M 839k 23.43
J P Morgan Exchange Traded F Intl Bd Opp Etf (JPIB) 4.9 $15M 304k 47.89
Vanguard Index Fds Mid Cap Etf (VO) 3.6 $11M 42k 258.62
Hartford Fds Exchange Traded Aaa Clo Etf (TRPA) 2.6 $7.9M 202k 38.84
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 2.5 $7.4M 149k 49.62
Amplify Etf Tr Cwp Enhanced Div (DIVO) 2.0 $5.8M 143k 40.77
Spdr S&p 500 Etf Tr Tr Unit (SPY) 1.6 $4.7M 8.4k 559.36
Proshares Tr Russ 2000 Divd (SMDV) 1.5 $4.5M 69k 65.59
Alps Etf Tr Intl Sec Dv Dog (IDOG) 1.3 $3.9M 125k 31.65
First Tr Exchange Traded Dj Glbl Divid (FGD) 1.2 $3.5M 146k 24.20
Visa Com Cl A (V) 1.0 $3.0M 8.7k 350.48
Ishares Tr Core S&p Mcp Etf (IJH) 1.0 $3.0M 51k 58.35
Ishares Tr Pfd And Incm Sec (PFF) 0.9 $2.7M 89k 30.73
Invesco Exchange Traded Fd T S&p500 Eql Fin (RSPF) 0.8 $2.3M 32k 72.53
Apple (AAPL) 0.7 $2.2M 9.9k 222.14
Home Depot (HD) 0.7 $2.1M 5.9k 366.48
Progressive Corporation (PGR) 0.7 $2.1M 7.5k 283.01
First Tr Exchange-traded Cap Strength Etf (FTCS) 0.7 $2.0M 22k 89.64
Procter & Gamble Company (PG) 0.6 $1.8M 11k 170.42
Ishares Tr National Mun Etf (MUB) 0.5 $1.6M 15k 105.44
Marathon Petroleum Corp (MPC) 0.5 $1.5M 10k 145.69
Ibotta Class A Com Shs (IBTA) 0.5 $1.5M 35k 42.20
Southern Company (SO) 0.4 $1.3M 14k 91.95
United Parcel Service CL B (UPS) 0.3 $1.0M 9.4k 109.99
Amazon (AMZN) 0.3 $892k 4.7k 190.26
AFLAC Incorporated (AFL) 0.3 $808k 7.3k 111.19
Microsoft Corporation (MSFT) 0.3 $804k 2.1k 375.44
Vanguard Scottsdale Fds Vng Rus1000grw (VONG) 0.3 $750k 8.1k 92.79
Alphabet Cap Stk Cl C (GOOG) 0.2 $722k 4.6k 156.23
Docgo (DCGO) 0.2 $713k 270k 2.64
Hf Sinclair Corp (DINO) 0.2 $712k 22k 32.88
Spdr Ser Tr Prtflo S&p500 Vl (SPYV) 0.2 $663k 13k 51.07
Ishares Tr Core S&p Ttl Stk (ITOT) 0.2 $579k 4.7k 122.02
Genuine Parts Company (GPC) 0.2 $557k 4.7k 119.14
Wal-Mart Stores (WMT) 0.2 $537k 6.1k 87.79
Vanguard Specialized Funds Div App Etf (VIG) 0.1 $439k 2.3k 193.99
Exxon Mobil Corporation (XOM) 0.1 $432k 3.6k 118.93
Travelers Companies (TRV) 0.1 $409k 1.5k 264.46
McKesson Corporation (MCK) 0.1 $371k 551.00 672.99
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FNOV) 0.1 $344k 7.4k 46.67
Oracle Corporation (ORCL) 0.1 $321k 2.3k 139.81
First Tr Lrge Cp Core Alpha Com Shs (FEX) 0.1 $318k 3.1k 102.46
Truist Financial Corp equities (TFC) 0.1 $313k 7.6k 41.15
Ishares Tr Intl Eqty Factor (INTF) 0.1 $305k 9.9k 30.84
Coca-Cola Company (KO) 0.1 $301k 4.2k 71.61
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FMAY) 0.1 $279k 6.0k 46.18
Ishares Tr S&p 100 Etf (OEF) 0.1 $261k 964.00 270.83
Chevron Corporation (CVX) 0.1 $250k 1.5k 167.27
Mohawk Industries (MHK) 0.1 $246k 2.2k 114.18
McDonald's Corporation (MCD) 0.1 $243k 777.00 312.44
NVIDIA Corporation (NVDA) 0.1 $243k 2.2k 108.36
Vanguard Admiral Fds 500 Grth Idx F (VOOG) 0.1 $237k 707.00 334.48
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 0.1 $228k 9.1k 25.04
Ishares Tr Russell 2000 Etf (IWM) 0.1 $226k 1.1k 199.43
Spdr Ser Tr Portfolio S&p400 (SPMD) 0.1 $212k 4.1k 51.18
International Business Machines (IBM) 0.1 $212k 851.00 248.66
Johnson & Johnson (JNJ) 0.1 $210k 1.3k 165.84
Ishares Tr Core Msci Total (IXUS) 0.1 $206k 3.0k 69.80
Kimberly-Clark Corporation (KMB) 0.1 $202k 1.4k 142.22