Forth Right Wealth Management, LLC Reduced Holdings in Q4 2024

Forth Right Wealth Management, LLC

  • $288 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
HD
Home Depot, Inc.

Consumer Cyclical
-721
- 10.56%
$385.02 - $431.37 $278K - $311K
6.11K $2.38M
PFF
Ishares Trust Ishares Pfd And

ETFs
-6.2K
- 6.02%
$31.23 - $33.51 $194K - $208K
96.8K $3.04M
MPC
Marathon Petroleum Corp

Energy
-480
- 4.45%
$131.65 - $174.84 $63.2K - $83.9K
10.3K $1.44M
PGR
Progressive Corp

Financial Services
-342
- 4.37%
$239.6 - $268.88 $81.9K - $92K
7.48K $1.79M
MUB
Ishares National Muni Bond ETF

ETFs
-997
- 6.19%
$105.78 - $108.7 $105K - $108K
15.1K $1.61M
FTCS
First Trust Capital Strength E

ETFs
-678
- 2.7%
$87.62 - $94.03 $59.4K - $63.8K
24.4K $2.14M
AFL
Aflac Inc

Financial Services
-459
- 5.94%
$100.37 - $115.27 $46.1K - $52.9K
7.26K $751K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-1.57K
- 2.98%
$61.68 - $67.87 $96.8K - $106K
51.1K $3.18M
MHK
Mohawk Industries Inc

Consumer Cyclical
-50
- 2.27%
$116.82 - $161.27 $5.84K - $8.06K
2.15K $256K
INTF
Ishares Tr

ETFs
-2.14K
- 17.83%
$28.54 - $31.26 $61.1K - $67K
9.87K $283K
TFC
Truist Financial Corp

Financial Services
-1.66K
- 17.53%
$41.51 - $48.1 $68.8K - $79.7K
7.8K $338K
VOOG
Vanguard S&P 500 Growth ETF

ETFs
-178
- 20.11%
$340.59 - $380.5 $60.6K - $67.7K
707 $258K
MSFT
Microsoft Corp

Technology
-21
- 0.96%
$406.35 - $454.46 $8.53K - $9.54K
2.16K $909K
FEX
First Tr Large Cap Core Alphde

ETFs
-165
- 5.05%
$103.29 - $112.88 $17K - $18.6K
3.1K $323K
VIG
Vanguard Dividend Appreciation

ETFs
-12
- 0.53%
N/A
2.27K $412K
RYF
Invesco S&P 500 Equal Weight F

ETFs
-3.85K
- 10.65%
N/A
32.3K $0
TRV
Travelers Companies, Inc.

Financial Services
-31
- 1.87%
$225.97 - $266.66 $7.01K - $8.27K
1.63K $392K
FNOV
First Tr ETF Viii Ft Cboe Vest

ETFs
-20
- 0.27%
$47.07 - $48.75 $941 - $975
7.37K $352K
SPY
Spdr S&P 500 ETF Trust

ETFs
-97
- 1.13%
$567.81 - $607.81 $55.1K - $59K
8.49K $4.98M
AMZN
Amazon Com Inc

Consumer Cyclical
-118
- 2.47%
$180.88 - $232.93 $21.3K - $27.5K
4.67K $1.02M
V
Visa Inc.

Financial Services
-26
- 0.3%
$273.87 - $320.91 $7.12K - $8.34K
8.65K $2.73M
IUSG
Ishares Core S&P U.S Growth Et

ETFs
-4.15K
- 2.34%
$129.96 - $144.97 $539K - $601K
173K $24.2M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-141
- 0.19%
$521.84 - $558.82 $73.6K - $78.8K
75.3K $40.6M
Activity Summary
Buys All Purchases 27 New Holdings 1 Increased Positions 26 Sells All Sells 24 Reductions 24 Sold out 0 Options Calls 0 Puts 0
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