Forthright Family Wealth Advisory LLC Portfolio Holdings by Sector
Forthright Family Wealth Advisory LLC
- $134 Million
- Q1 2025
Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
---|---|---|---|---|---|---|
ETFs | ETFs
SPLG IVW QUAL SCHZ DFAC EFV EFG VMBS 36 stocks |
$119,254
92.64% of portfolio
|
  13  
|
  11  
|
- | - |
0
Calls
0
Puts
|
Consumer Electronics | Technology
AAPL 1 stocks |
$2,237
1.74% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Tobacco | Consumer Defensive
PM MO 2 stocks |
$1,895
1.47% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Software—Infrastructure | Technology
MSFT 1 stocks |
$1,242
0.96% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Internet Content & Information | Communication Services
GOOGL META 2 stocks |
$728
0.57% of portfolio
|
- |
  2  
|
- | - |
0
Calls
0
Puts
|
Internet Retail | Consumer Cyclical
AMZN 1 stocks |
$691
0.54% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Software—Application | Technology
PCOR 1 stocks |
$594
0.46% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Semiconductors | Technology
NVDA 1 stocks |
$383
0.3% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Insurance—Property & Casualty | Financial Services
PGR 1 stocks |
$382
0.3% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Medical Devices | Healthcare
BSX 1 stocks |
$316
0.25% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Home Improvement Retail | Consumer Cyclical
HD 1 stocks |
$251
0.19% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Insurance—Life | Financial Services
PRI 1 stocks |
$217
0.17% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Healthcare Plans | Healthcare
UNH 1 stocks |
$207
0.16% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Trucking | Industrials
ODFL 1 stocks |
$202
0.16% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Information Technology Services | Technology
FISV 1 stocks |
$128
0.1% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|