Forth Right Wealth Management, LLC Incresed Positions in Q2 2025

Forth Right Wealth Management, LLC

  • $314 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
DIVO
Amplify ETF Tr Amplify Cwp Enh

ETFs
158K
+ 110.53%
$37.18 - $42.55 $5.89M - $6.74M
302K $12.8M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
2.88K
+ 3.76%
$456.74 - $568.03 $1.31M - $1.63M
79.4K $45.1M
IUSG
Ishares Core S&P U.S Growth Et

ETFs
6.32K
+ 3.62%
$113.67 - $150.4 $719K - $951K
181K $27.2M
SCHA
Schwab Strategic Tr Us Small C

ETFs
77.3K
+ 9.22%
$20.42 - $25.3 $1.58M - $1.96M
916K $23.2M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
146K
+ 13.78%
$24.32 - $27.87 $3.55M - $4.07M
1.21M $31.9M
VO
Vanguard Mid Cap ETF

ETFs
3.42K
+ 8.22%
$228.54 - $279.83 $781K - $956K
45K $12.6M
IUSV
Ishares Core S&P U.S. Value Et

ETFs
5.93K
+ 2.07%
$81.46 - $94.63 $483K - $561K
292K $27.6M
FGD
First Tr Exchange Trd Fd Ii Fi

ETFs
30.1K
+ 20.62%
$21.8 - $27.71 $657K - $835K
176K $4.86M
JPIB
Jpmorgan International Bond Op

ETFs
21.9K
+ 7.2%
$47.18 - $48.62 $1.03M - $1.06M
326K $15.8M
SMDV
Proshares Tr Russell 2000 Divi

ETFs
16.8K
+ 24.56%
$58.95 - $66.19 $992K - $1.11M
85.4K $5.56M
SPY
Spdr S&P 500 ETF Trust

ETFs
46
+ 0.54%
$496.48 - $617.85 $22.8K - $28.4K
8.49K $5.25M
IBM
International Business Machines Corp

Technology
1.25K
+ 147.0%
$221.03 - $294.78 $277K - $369K
2.1K $619K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
862
+ 1.69%
$51.16 - $62.02 $44.1K - $53.5K
51.9K $3.22M
VONG
Vanguard Russell 1000 Growth E

ETFs
468
+ 5.79%
$82.51 - $109.2 $38.6K - $51.1K
8.55K $933K
MCK
Mckesson Corp

Healthcare
102
+ 18.51%
$652.83 - $732.78 $66.6K - $74.7K
653 $478K
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
1.24K
+ 9.52%
$45.11 - $52.34 $55.7K - $64.6K
14.2K $743K
IXUS
Ishares Tr

ETFs
610
+ 20.64%
$62.37 - $77.63 $38K - $47.4K
3.57K $275K
ITOT
Ishares Core S&P Total U.S. St

ETFs
2
+ 0.04%
$108.12 - $135.04 $216 - $270
4.74K $640K
WMT
Walmart Inc.

Consumer Defensive
24
+ 0.39%
$81.79 - $99.98 $1.96K - $2.4K
6.14K $600K
SPMD
Spdr Portfolio

ETFs
107
+ 2.58%
$44.89 - $54.38 $4.8K - $5.82K
4.26K $231K
TFC
Truist Financial Corp

Financial Services
2
+ 0.03%
$34.79 - $42.99 $69.6 - $86
7.62K $327K
AFL
Aflac Inc

Financial Services
10
+ 0.14%
$99.77 - $112.45 $998 - $1.12K
7.27K $767K
AAPL
Apple Inc.

Technology
25
+ 0.25%
$172.42 - $223.89 $4.31K - $5.6K
9.94K $2.04M
Activity Summary
Buys All Purchases 30 New Holdings 6 Increased Positions 24 Sells All Sells 15 Reductions 15 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Forth Right Wealth Management, LLC Portfolio

Follow Forth Right Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Forth Right Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Forth Right Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email