ForthRight Wealth Management

ForthRight Wealth Management as of June 30, 2025

Portfolio Holdings for ForthRight Wealth Management

ForthRight Wealth Management holds 65 positions in its portfolio as reported in the June 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) 14.1 $45M 79k 568.03
Schwab Strategic Tr Us Dividend Eq (SCHD) 10.0 $32M 1.2M 26.50
Ishares Tr Core S&p Us Vlu (IUSV) 8.6 $28M 292k 94.63
Ishares Tr Core S&p Us Gwt (IUSG) 8.5 $27M 181k 150.40
Proshares Tr S&p 500 Dv Arist (NOBL) 7.7 $25M 245k 100.70
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 7.2 $23M 916k 25.30
Vanguard Bd Index Fds Intermed Term (BIV) 6.4 $21M 265k 77.34
J P Morgan Exchange Traded F Intl Bd Opp Etf (JPIB) 4.9 $16M 326k 48.62
Amplify Etf Tr Cwp Enhanced Div (DIVO) 4.0 $13M 302k 42.55
Vanguard Index Fds Mid Cap Etf (VO) 3.9 $13M 45k 279.83
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 2.1 $6.7M 137k 49.03
Hartford Fds Exchange Traded Aaa Clo Etf (TRPA) 1.8 $5.7M 147k 38.88
J P Morgan Exchange Traded F Intrnl Res Eqt (JIRE) 1.7 $5.6M 79k 70.77
Proshares Tr Russ 2000 Divd (SMDV) 1.7 $5.6M 85k 65.06
Spdr S&p 500 Etf Tr Tr Unit (SPY) 1.6 $5.2M 8.5k 617.83
First Tr Exchange Traded Dj Glbl Divid (FGD) 1.5 $4.9M 176k 27.54
Alps Etf Tr Intl Sec Dv Dog (IDOG) 1.4 $4.6M 135k 33.92
Ishares Tr Core S&p Mcp Etf (IJH) 1.0 $3.2M 52k 62.02
Visa Com Cl A (V) 1.0 $3.1M 8.7k 355.07
Ishares Tr Pfd And Incm Sec (PFF) 0.7 $2.4M 78k 30.68
Apple (AAPL) 0.6 $2.0M 9.9k 205.16
Progressive Corporation (PGR) 0.6 $2.0M 7.5k 266.86
First Tr Exchange-traded Cap Strength Etf (FTCS) 0.6 $1.9M 21k 90.89
Procter & Gamble Company (PG) 0.5 $1.7M 11k 159.32
Home Depot (HD) 0.5 $1.6M 4.5k 366.63
Marathon Petroleum Corp (MPC) 0.5 $1.6M 9.6k 166.11
Southern Company (SO) 0.4 $1.3M 14k 91.83
Ibotta Class A Com Shs (IBTA) 0.3 $1.1M 30k 36.60
Microsoft Corporation (MSFT) 0.3 $1.1M 2.1k 497.47
Amazon (AMZN) 0.3 $1.0M 4.7k 219.39
Ishares Tr National Mun Etf (MUB) 0.3 $987k 9.4k 104.48
United Parcel Service CL B (UPS) 0.3 $953k 9.4k 100.94
Vanguard Scottsdale Fds Vng Rus1000grw (VONG) 0.3 $933k 8.5k 109.19
Sap Se Spon Adr (SAP) 0.3 $924k 3.0k 304.10
Hf Sinclair Corp (DINO) 0.3 $889k 22k 41.08
AFLAC Incorporated (AFL) 0.2 $767k 7.3k 105.46
Alphabet Cap Stk Cl C (GOOG) 0.2 $750k 4.2k 177.39
Spdr Series Trust Prtflo S&p500 Vl (SPYV) 0.2 $744k 14k 52.34
Ishares Tr Core S&p Ttl Stk (ITOT) 0.2 $641k 4.7k 135.03
International Business Machines (IBM) 0.2 $620k 2.1k 294.78
Wal-Mart Stores (WMT) 0.2 $601k 6.1k 97.78
Genuine Parts Company (GPC) 0.2 $567k 4.7k 121.31
Oracle Corporation (ORCL) 0.2 $502k 2.3k 218.63
McKesson Corporation (MCK) 0.1 $479k 653.00 732.78
Vanguard Specialized Funds Div App Etf (VIG) 0.1 $464k 2.3k 204.67
Global X Fds Global X Uranium (URA) 0.1 $451k 12k 38.81
Docgo (DCGO) 0.1 $424k 270k 1.57
Travelers Companies (TRV) 0.1 $393k 1.5k 267.54
Exxon Mobil Corporation (XOM) 0.1 $392k 3.6k 107.80
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FNOV) 0.1 $369k 7.4k 50.11
NVIDIA Corporation (NVDA) 0.1 $354k 2.2k 157.96
Ishares Tr Intl Eqty Factor (INTF) 0.1 $338k 9.9k 34.23
Truist Financial Corp equities (TFC) 0.1 $327k 7.6k 42.99
First Tr Exchange-traded A Com Shs (FEX) 0.1 $314k 2.9k 109.96
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FMAY) 0.1 $302k 6.0k 50.03
Ishares Tr S&p 100 Etf (OEF) 0.1 $293k 964.00 304.35
Vanguard Admiral Fds 500 Grth Idx F (VOOG) 0.1 $280k 707.00 396.54
Ishares Tr Core Msci Total (IXUS) 0.1 $276k 3.6k 77.31
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 0.1 $267k 9.1k 29.21
Ishares Tr Core S&p500 Etf (IVV) 0.1 $257k 414.00 620.90
Spdr Series Trust Portfolio S&p400 (SPMD) 0.1 $231k 4.3k 54.37
Mohawk Industries (MHK) 0.1 $225k 2.2k 104.84
Chevron Corporation (CVX) 0.1 $214k 1.5k 143.17
Alphabet Cap Stk Cl A (GOOGL) 0.1 $211k 1.2k 176.23
AGCO Corporation (AGCO) 0.1 $210k 2.0k 103.14