Forthright Family Wealth Advisory LLC Portfolio Holdings by Sector
Forthright Family Wealth Advisory LLC
- $149 Billion
- Q1 2024
Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
---|---|---|---|---|---|---|
ETFs | ETFs
SPLG QUAL EFV VMBS SCHZ IUSB BIV EFG 46 stocks |
$141 Million
94.76% of portfolio
|
  39  
|
  6  
|
  9  
|
- |
0
Calls
0
Puts
|
Consumer Electronics | Technology
AAPL 1 stocks |
$2.21 Million
1.49% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Software—Infrastructure | Technology
MSFT 1 stocks |
$1.26 Million
0.85% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Tobacco | Consumer Defensive
PM MO 2 stocks |
$1.13 Million
0.76% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Internet Retail | Consumer Cyclical
AMZN 1 stocks |
$593,631
0.4% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Internet Content & Information | Communication Services
GOOGL 1 stocks |
$430,754
0.29% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Trucking | Industrials
ODFL 1 stocks |
$312,736
0.21% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Medical Devices | Healthcare
BSX 1 stocks |
$275,467
0.19% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Semiconductors | Technology
NVDA 1 stocks |
$266,550
0.18% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Insurance—Property & Casualty | Financial Services
PGR 1 stocks |
$264,109
0.18% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Information Technology Services | Technology
CDW 1 stocks |
$260,896
0.18% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Healthcare Plans | Healthcare
UNH 1 stocks |
$256,255
0.17% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Home Improvement Retail | Consumer Cyclical
HD 1 stocks |
$253,176
0.17% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Asset Management | Financial Services
ARCC 1 stocks |
$229,020
0.15% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Biotechnology | Healthcare
CVM 1 stocks |
$31,515
0.02% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Lumber & Wood Production | Basic Materials
EVA 1 stocks |
$8,813
0.01% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|