Wealth Forward, LLC Portfolio Holdings

Wealth Forward, LLC

  • $143 Billion
  • Q3 2024

Wealth Forward, LLC has filed its 13F form on October 28, 2024 for Q3 2024 where it was disclosed a total value porftolio of $143 Billion distributed in 31 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Invesco S&P 500 Equal Weight E with a value of $21.2B, Schwab Fundamental U S Small C with a value of $18.9B, Vanguard Ftse Developed Market with a value of $18B, Ishares S&P 100 ETF with a value of $16.3B, and Schwab Fundamental U S Large C with a value of $12.3B.

Examining the 13F form we can see an increase of $14.6B in the current position value, from $128B to 143B.

Wealth Forward, LLC is based out at Fargo, ND

Below you can find more details about Wealth Forward, LLC portfolio as well as his latest detailed transactions.

Portfolio value $143 Billion
ETFs: $133 Billion
Technology: $3.91 Billion
Financial Services: $2.79 Billion
Healthcare: $741 Million
Consumer Defensive: $481 Million
Utilities: $331 Million
Consumer Cyclical: $286 Million
Energy: $243 Million
Other: $0

Stock Holdings Table Market Cap. of $10 Billions to $200 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$78B
$1.64 Billion 1.15% of portfolio
35,967
Q3 2024 Reduced 0.13%
$57.5B
$481 Million 0.34% of portfolio
3,084
Q4 2023 New
$19.3B
$286 Million 0.2% of portfolio
7,292
Q3 2024 Reduced 1.06%
$25.8B
$243 Million 0.17% of portfolio
6,217
Q3 2024 Reduced 0.69%

Summary

  • Portfolio
  • No. of Stocks 31
  • Current Value $143 Billion
  • Prior Value $128 Billion
  • Filing
  • Period Q3 2024
  • Filing Date October 28, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 0 stocks
  • Additional Purchases 12 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 12 stocks
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