Forbes Financial Planning, Inc. Portfolio Holdings by Sector
Forbes Financial Planning, Inc.
- $140 Million
- Q2 2025
Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
---|---|---|---|---|---|---|
ETFs | ETFs
FBND IVV VCSH VBR SLYG VEA GSLC SPIB 23 stocks |
$121,637
86.77% of portfolio
|
  7  
|
  16  
|
  2  
|
- |
0
Calls
0
Puts
|
Closed-End Fund - Equity | ETFs
VTI 1 stocks |
$8,855
6.32% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Consumer Electronics | Technology
AAPL 1 stocks |
$6,048
4.31% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Software—Infrastructure | Technology
MSFT PLTR 2 stocks |
$1,248
0.89% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Tobacco | Consumer Defensive
PM MO 2 stocks |
$985
0.7% of portfolio
|
  2  
|
- |
  2  
|
- |
0
Calls
0
Puts
|
Internet Retail | Consumer Cyclical
AMZN 1 stocks |
$636
0.45% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Credit Services | Financial Services
V 1 stocks |
$320
0.23% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Household & Personal Products | Consumer Defensive
HIMS 1 stocks |
$240
0.17% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Utilities—Regulated Electric | Utilities
SO 1 stocks |
$220
0.16% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|