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.
Stock Holdings Table Market Cap. of Under $50 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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