Forbes Financial Planning, Inc. Portfolio Holdings

Forbes Financial Planning, Inc.

  • $127 Million
  • Q2 2024

Forbes Financial Planning, Inc. has filed its 13F form on July 25, 2024 for Q2 2024 where it was disclosed a total value porftolio of $127 Million distributed in 30 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P 500 ETF with a value of $11.1M, Vanguard Ftse Developed Market with a value of $9.28M, Spdr S&P 600 Small Cap Growth with a value of $8.93M, Vanguard Small Cap Value ETF with a value of $8.4M, and Vanguard Total Stock Market Et with a value of $8.18M.

Examining the 13F form we can see an increase of $11.4M in the current position value, from $116M to 127M.

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 $127 Million
ETFs: $121 Million
Technology: $5.42 Million
Consumer Cyclical: $560,000
Financial Services: $237,000
Healthcare: $200,000
Consumer Defensive: $185,000

Stock Holdings Table Market Cap. of $200 Billions or more

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.74T
$4.6 Million 3.61% of portfolio
21,833
Q2 2024 Reduced 3.65%
$3.21T
$824,000 0.65% of portfolio
1,845
Q1 2023 Added 1.99%
$1.9T
$560,000 0.44% of portfolio
2,900
Q2 2024 Reduced 7.05%
$450B
$237,000 0.19% of portfolio
904
Q1 2023 New

Summary

  • Portfolio
  • No. of Stocks 30
  • Current Value $127 Million
  • Prior Value $116 Million
  • Filing
  • Period Q2 2024
  • Filing Date July 25, 2024
  • Form Type 13F-HR
  • Activity in Q2 2024
  • New Purchases 3 stocks
  • Additional Purchases 16 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 8 stocks
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