Forbes Financial Planning, Inc. Portfolio Holdings

Forbes Financial Planning, Inc.

  • $136 Million
  • Q4 2024

Forbes Financial Planning, Inc. has filed its 13F form on February 10, 2025 for Q4 2024 where it was disclosed a total value porftolio of $136 Million distributed in 31 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Spdr S&P 600 Small Cap Growth with a value of $9.56M, Vanguard Small Cap Value ETF with a value of $9.53M, Vanguard Ftse Developed Market with a value of $9.29M, Vanguard Total Stock Market Et with a value of $8.95M, and Blackrock Short Maturity Bond with a value of $8.3M.

Examining the 13F form we can see an decrease of $2.96M in the current position value, from $139M to 136M.

Forbes Financial Planning, Inc. is based out at East Greenwich, RI

Below you can find more details about Forbes Financial Planning, Inc. portfolio as well as his latest detailed transactions.

Portfolio value $136 Million
ETFs: $129 Million
Technology: $6.11 Million
Consumer Cyclical: $636,000
Financial Services: $285,000

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.95T
$5.12 Million 3.77% of portfolio
20,454
Q4 2024 Reduced 6.32%
$3.04T
$777,000 0.57% of portfolio
1,845
Q1 2023 Added 1.99%
$2.21T
$636,000 0.47% of portfolio
2,900
Q2 2024 Reduced 7.05%
$570B
$285,000 0.21% of portfolio
904
Q1 2023 New
$199B
$209,000 0.15% of portfolio
2,765
Q4 2024 New

Summary

  • Portfolio
  • No. of Stocks 31
  • Current Value $136 Million
  • Prior Value $139 Million
  • Filing
  • Period Q4 2024
  • Filing Date February 10, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 4 stocks
  • Additional Purchases 10 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 13 stocks
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