Forthright Family Wealth Advisory LLC Purchases in Q2 2024

Forthright Family Wealth Advisory LLC

  • $155 Billion
  • Q2 2024
Stock Shares change Price Range Shares Held Trade History
IVW
Ishares S&P 500 Growth ETF

ETFs
6.2K
+ 19.68%
$79.31 - $93.31 $492K - $579K
37.7K $3.49B
IUSB
Ishares Core Total Usd Bond Ma

ETFs
18.6K
+ 16.03%
$44.3 - $45.58 $826K - $850K
135K $6.11B
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
16.6K
+ 13.2%
$44.66 - $45.99 $742K - $764K
142K $6.49B
AAPL
Apple Inc.

Technology
559
+ 4.33%
$165.0 - $216.67 $92.2K - $121K
13.5K $2.83B
PCOR
Procore Technologies, Inc.

Technology
9.06K
New
$63.05 - $80.32 $571K - $728K
9.06K $601M
IYW
Ishares Dj Us Tech ETF

ETFs
124
+ 0.41%
$124.75 - $153.46 $15.5K - $19K
30.4K $4.57B
QUAL
Ishares Msci Usa Quality Facto

ETFs
534
+ 0.88%
$154.56 - $173.19 $82.5K - $92.5K
61.1K $10.4B
AVLV
American Centy ETF Tr Avantis
5.43K
New
$60.74 - $64.14 $330K - $348K
5.43K $341M
EFG
Msci Eafe Growth ETF

ETFs
3.4K
+ 7.8%
$97.17 - $106.25 $331K - $361K
47K $4.81B
OEF
Ishares S&P 100 ETF

ETFs
99
+ 0.71%
$234.68 - $265.99 $23.2K - $26.3K
14K $3.7B
META
Meta Platforms, Inc.

Communication Services
489
New
$430.17 - $527.34 $210K - $258K
489 $247M
MSFT
Microsoft Corp

Technology
353
+ 11.78%
$389.33 - $452.85 $137K - $160K
3.35K $1.5B
NVDA
Nvidia Corp

Technology
3.68K
+ 1248.14%
$118.11 - $1224.4 $435K - $4.51M
3.98K $491M
Bunge Global Sa
1.88K
New
N/A
1.88K $201M
GSBD
Goldman Sachs Bdc, Inc.

Financial Services
10K
New
$14.84 - $15.91 $148K - $159K
10K $150M
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
1.91K
+ 8.85%
$55.18 - $59.2 $105K - $113K
23.4K $1.39B
AMZN
Amazon Com Inc

Consumer Cyclical
370
+ 11.24%
$173.67 - $197.85 $64.3K - $73.2K
3.66K $707M
GOOGL
Alphabet Inc.

Communication Services
130
+ 4.56%
$150.53 - $185.41 $19.6K - $24.1K
2.98K $544M
PM
Philip Morris International Inc.

Consumer Defensive
100
+ 1.0%
$88.6 - $104.24 $8.86K - $10.4K
10.1K $1.02B
FDEM
Fidelity Emerging Markets Mult
3.25K
+ 17.9%
N/A
21.4K $548M
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
2.63K
+ 1.94%
$44.15 - $45.75 $116K - $120K
138K $6.27B
FLRN
Spdr Bloomberg Investment Grad

ETFs
2.82K
+ 3.88%
$30.69 - $30.88 $86.4K - $87K
75.4K $2.33B
BSX
Boston Scientific Corp

Healthcare
296
+ 7.36%
$67.33 - $77.71 $19.9K - $23K
4.32K $333M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
564
+ 4.77%
$40.83 - $44.89 $23K - $25.3K
12.4K $542M
UNH
Unitedhealth Group Inc

Healthcare
54
+ 10.42%
$439.2 - $524.63 $23.7K - $28.3K
572 $291M
PGR
Progressive Corp

Financial Services
134
+ 10.49%
$202.26 - $215.9 $27.1K - $28.9K
1.41K $293M
VEA
Vanguard Ftse Developed Market

ETFs
749
+ 2.56%
$47.83 - $51.21 $35.8K - $38.4K
30K $1.48B
IXC
Ishares Tr Global Energy ETF

ETFs
192
+ 1.57%
$39.86 - $44.76 $7.65K - $8.59K
12.5K $517M
HD
Home Depot, Inc.

Consumer Cyclical
18
+ 2.73%
$325.1 - $368.03 $5.85K - $6.62K
678 $233M
IFRA
Ishares Tr

ETFs
125
+ 0.43%
$41.22 - $44.87 $5.15K - $5.61K
29.3K $1.23B
VGLT
Vanguard Long Term Treasury Et

ETFs
1.02K
+ 1.57%
$55.25 - $59.25 $56.4K - $60.5K
65.9K $3.8B
ODFL
Old Dominion Freight Line, Inc.

Industrials
34
+ 2.38%
$168.53 - $224.69 $5.73K - $7.64K
1.46K $258M
Activity Summary
Buys All Purchases 33 New Holdings 6 Increased Positions 27 Sells All Sells 20 Reductions 20 Sold out 0 Options Calls 0 Puts 0
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