Forth Right Wealth Management, LLC Purchases and Sells in Q3 2025

Forth Right Wealth Management, LLC

30 operations

Stock	Shares change	Price Range	Shares Held
VOO	1.09K + 1.37%	$567.77 - $614.76 $618K - $669K	80.5K $49.3M
SCHA	25.3K + 2.77%	$25.29 - $28.33 $641K - $718K	941K $26.3M
SCHD	53.5K + 4.44%	$26.38 - $27.95 $1.41M - $1.49M	1.26M $34.4M
IUSV	8.26K + 2.83%	$94.17 - $99.95 $778K - $825K	300K $30M
DIVO	24.6K + 8.16%	$42.39 - $44.63 $1.04M - $1.1M	326K $14.5M
JIRE	14.7K + 18.58%	$69.02 - $73.57 $1.01M - $1.08M	93.6K $6.88M

4 operations

Stock	Shares change	Price Range	Shares Held
JNJ	1.3K New	$155.17 - $185.42 $202K - $241K	1.3K $241K
QQQ	374 New	$546.99 - $602.2 $205K - $225K	374 $224K
CAT	421 New	$390.92 - $477.15 $165K - $201K	421 $200K
DUK	1.62K New	$116.31 - $125.93 $188K - $204K	1.62K $200K

20 operations

Stock	Shares change	Price Range	Shares Held
NOBL	-25.8K - 10.52%	$101.12 - $106.18 $2.61M - $2.74M	219K $22.6M
PFF	-16.1K - 20.51%	$30.67 - $32.13 $493K - $517K	62.3K $1.97M
FTCS	-2.33K - 11.19%	$89.72 - $93.74 $209K - $219K	18.5K $1.73M
OEF	-160 - 16.6%	N/A	804 $213K
MCK	-50 - 7.66%	$659.01 - $772.54 $33K - $38.6K	603 $465K
TFC	-584 - 7.67%	$42.83 - $47.07 $25K - $27.5K	7.03K $321K

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