Forth Right Wealth Management, LLC Incresed Positions in Q3 2024

Forth Right Wealth Management, LLC

$290 Million
Q3 2024

Stock	Shares change	Price Range	Shares Held	Trade History
JPIB Jpmorgan International Bond Op ETFs	88K + 44.99%	$46.96 - $48.73 $4.13M - $4.29M	284K $13.8M
SCHD Schwab Strategic Tr Us Dividen ETFs	28.4K + 9.24%	$77.02 - $85.06 $2.18M - $2.41M	335K $28.3M
BIV Vanguard Bd Index Fd Inc Inter ETFs	31.4K + 14.3%	$74.26 - $78.84 $2.33M - $2.48M	251K $19.7M
SCHA Schwab Strategic Tr Us Small C ETFs	10.9K + 2.76%	$46.9 - $51.96 $509K - $564K	404K $20.8M
VO Vanguard Mid Cap ETF ETFs	2.27K + 6.12%	$237.84 - $263.83 $540K - $599K	39.4K $10.4M
SPY Spdr S&P 500 ETF Trust ETFs	842 + 10.87%	$517.38 - $573.86 $436K - $483K	8.59K $4.93M
HD Home Depot, Inc. Consumer Cyclical	19 + 0.28%	$333.64 - $405.2 $6.34K - $7.7K	6.83K $2.77M
FGD First Tr Exchange Trd Fd Ii Fi ETFs	1.23K + 0.87%	$22.11 - $24.64 $27.2K - $30.3K	143K $3.49M
SO Southern CO Utilities	98 + 0.71%	$77.0 - $90.52 $7.55K - $8.87K	13.9K $1.25M
VIG Vanguard Dividend Appreciation ETFs	1K + 78.31%	$182.15 - $182.15 $182K - $182K	2.28K $414K
V Visa Inc. Financial Services	236 + 2.8%	$253.74 - $291.56 $59.9K - $68.8K	8.68K $2.39M
VTEB Vanguard Mun Bd Fds Tax Exempt ETFs	369 + 0.26%	$49.93 - $51.15 $18.4K - $18.9K	144K $7.35M
PG Procter & Gamble CO Consumer Defensive	14 + 0.13%	$160.76 - $177.82 $2.25K - $2.49K	10.7K $1.86M
WMT Walmart Inc. Consumer Defensive	1 + 0.02%	$66.91 - $81.4 $66.9 - $81.4	5.89K $475K
TFC Truist Financial Corp Financial Services	147 + 1.58%	$38.22 - $44.94 $5.62K - $6.61K	9.46K $404K
Hartford Fds Exchange Traded	102K + 123.19%	N/A	185K $0
CVX Chevron Corp Energy	49 + 3.31%	$137.88 - $161.97 $6.76K - $7.94K	1.53K $225K
MSFT Microsoft Corp Technology	49 + 2.3%	$395.15 - $467.56 $19.4K - $22.9K	2.18K $937K
GOOG Alphabet Inc. Communication Services	65 + 1.38%	$149.54 - $192.66 $9.72K - $12.5K	4.76K $795K

Activity Summary All Purchases 22 New Holdings 3 Increased Positions 19 All Sells 28 Reductions 28 Sold out 0 Calls 0 Puts 0

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