Forth Right Wealth Management, LLC Purchases in Q3 2025

Forth Right Wealth Management, LLC

  • $338 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
1.09K
+ 1.37%
$567.77 - $614.76 $618K - $669K
80.5K $49.3M
SCHA
Schwab Strategic Tr Us Small C

ETFs
25.3K
+ 2.77%
$25.29 - $28.33 $641K - $718K
941K $26.3M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
53.5K
+ 4.44%
$26.38 - $27.95 $1.41M - $1.49M
1.26M $34.4M
IUSV
Ishares Core S&P U.S. Value Et

ETFs
8.26K
+ 2.83%
$94.17 - $99.95 $778K - $825K
300K $30M
DIVO
Amplify ETF Tr Amplify Cwp Enh

ETFs
24.6K
+ 8.16%
$42.39 - $44.63 $1.04M - $1.1M
326K $14.5M
JIRE
J P Morgan Exchg Traded Fd Tr

ETFs
14.7K
+ 18.58%
$69.02 - $73.57 $1.01M - $1.08M
93.6K $6.88M
JPIB
Jpmorgan International Bond Op

ETFs
22K
+ 6.76%
$48.32 - $49.13 $1.06M - $1.08M
348K $17M
VO
Vanguard Mid Cap ETF

ETFs
1.39K
+ 3.09%
$279.83 - $293.74 $389K - $408K
46.4K $13.6M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
17.3K
+ 12.63%
$48.5 - $50.19 $837K - $867K
154K $7.71M
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
8.25K
+ 3.12%
$76.16 - $78.59 $628K - $648K
273K $21.3M
IBM
International Business Machines Corp

Technology
2.06K
+ 98.19%
$234.77 - $292.47 $485K - $604K
4.17K $1.18M
GOOG
Alphabet Inc.

Communication Services
84
+ 1.99%
$175.16 - $255.24 $14.7K - $21.4K
4.31K $1.05M
IDOG
Alps ETF Tr Intl Sector Divid

ETFs
762
+ 0.56%
$33.71 - $36.62 $25.7K - $27.9K
136K $4.83M
JNJ
Johnson & Johnson

Healthcare
1.3K
New
$155.17 - $185.42 $202K - $241K
1.3K $241K
QQQ
Invesco Qqq Trust, Series 1

ETFs
374
New
$546.99 - $602.2 $205K - $225K
374 $224K
SMDV
Proshares Tr Russell 2000 Divi

ETFs
1.04K
+ 1.22%
$63.98 - $69.04 $66.7K - $72K
86.4K $5.76M
DUK
Duke Energy Corp

Utilities
1.62K
New
$116.31 - $125.93 $188K - $204K
1.62K $200K
CAT
Caterpillar Inc

Industrials
421
New
$390.92 - $477.15 $165K - $201K
421 $200K
SCHG
Schwab Strategic Tr Us Large C

ETFs
3.8K
+ 41.69%
$28.92 - $32.19 $110K - $122K
12.9K $412K
URA
Global X Uranium ETF

ETFs
360
+ 3.1%
$36.45 - $50.4 $13.1K - $18.1K
12K $570K
GOOGL
Alphabet Inc.

Communication Services
163
+ 13.63%
$174.36 - $254.72 $28.4K - $41.5K
1.36K $330K
MSFT
Microsoft Corp

Technology
133
+ 6.21%
$491.09 - $535.64 $65.3K - $71.2K
2.28K $1.18M
AMZN
Amazon Com Inc

Consumer Cyclical
498
+ 10.69%
$211.65 - $238.24 $105K - $119K
5.16K $1.13M
NVDA
Nvidia Corp

Technology
200
+ 8.94%
$153.3 - $186.58 $30.7K - $37.3K
2.44K $454K
VOOG
Vanguard S&P 500 Growth ETF

ETFs
75
+ 10.61%
$393.18 - $439.39 $29.5K - $33K
782 $340K
VIG
Vanguard Dividend Appreciation

ETFs
285
+ 12.58%
N/A
2.55K $464K
AFL
Aflac Inc

Financial Services
13
+ 0.18%
$98.09 - $111.7 $1.28K - $1.45K
7.29K $813K
XOM
Exxon Mobil Corp

Energy
166
+ 4.57%
$105.83 - $117.22 $17.6K - $19.5K
3.8K $428K
IVV
Ishares Core S&P 500 ETF

ETFs
2
+ 0.48%
$620.67 - $670.08 $1.24K - $1.34K
416 $278K
SPMD
Spdr Portfolio

ETFs
16
+ 0.38%
$54.43 - $58.29 $871 - $933
4.27K $244K
AGCO
Agco Corp

Industrials
5
+ 0.25%
$106.41 - $117.97 $532 - $590
2.05K $218K
V
Visa Inc.

Financial Services
22
+ 0.25%
$332.09 - $358.86 $7.31K - $7.89K
8.67K $2.96M
UPS
United Parcel Service Inc

Industrials
5
+ 0.05%
$82.58 - $105.54 $413 - $528
9.45K $789K
Activity Summary
Buys All Purchases 34 New Holdings 4 Increased Positions 30 Sells All Sells 20 Reductions 20 Sold out 0 Options Calls 0 Puts 0
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