Forbes Financial Planning, Inc. Portfolio Holdings
Forbes Financial Planning, Inc.
- $139 Million
- Q3 2024
Forbes Financial Planning, Inc. has filed its 13F form on October 29, 2024 for Q3 2024 where it was disclosed a total value porftolio of $139 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 $11.8M, Vanguard Ftse Developed Market with a value of $10.2M, Spdr S&P 600 Small Cap Growth with a value of $9.86M, Vanguard Small Cap Value ETF with a value of $9.63M, and Vanguard Total Stock Market Et with a value of $8.81M.
Examining the 13F form we can see an increase of $11.4M in the current position value, from $127M to 139M.
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.
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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