Forth Right Wealth Management, LLC Closed Holding Positions

Forth Right Wealth Management, LLC

$288 Million
Q4 2024

Stock	Closed Quarter	Shares Sold	Price Range	Trade History
AMGN Amgen Inc Healthcare	Q1 2021 Filed on Apr 26, 2021	14	$221.91 - $258.6 $3.11K - $3.62K
ATLC Atlanticus Holdings Corp Financial Services	Q1 2021 Filed on Apr 26, 2021	100	$22.62 - $33.07 $2.26K - $3.31K
ADP Automatic Data Processing Inc Industrials	Q1 2021 Filed on Apr 26, 2021	50	$161.03 - $192.69 $8.05K - $9.63K
BCE Bce Inc Communication Services	Q1 2021 Filed on Apr 26, 2021	302	$42.38 - $46.11 $12.8K - $13.9K
Bhp Group PLC Sponsored Adr	Q1 2021 Filed on Apr 26, 2021	725	N/A
BP Bp PLC Energy	Q1 2021 Filed on Apr 26, 2021	2,467	$20.75 - $26.96 $51.2K - $66.5K
BAX Baxter International Inc Healthcare	Q1 2021 Filed on Apr 26, 2021	456	$76.38 - $86.03 $34.8K - $39.2K
BRKB Berkshire Hathwy Inc(Hldg Co)B	Q1 2021 Filed on Apr 26, 2021	70	N/A
MUA Blackrock Muniassets Fund, Inc. Financial Services	Q1 2021 Filed on Apr 26, 2021	5	$14.23 - $15.91 $71.2 - $79.6
ENB Enbridge Inc Energy	Q1 2021 Filed on Apr 26, 2021	283	$31.97 - $37.2 $9.05K - $10.5K
EPD Enterprise Products Partners L.P. Energy	Q1 2021 Filed on Apr 26, 2021	1,278	$19.29 - $23.7 $24.7K - $30.3K
META Meta Platforms, Inc. Communication Services	Q1 2021 Filed on Apr 26, 2021	231	$245.64 - $294.53 $56.7K - $68K
IWS Ishares Russell Midcap Value E ETFs	Q1 2021 Filed on Apr 26, 2021	474	$95.27 - $111.97 $45.2K - $53.1K
IWP Ishares Russell Mid Cap Growth ETFs	Q1 2021 Filed on Apr 26, 2021	748	$96.94 - $112.05 $72.5K - $83.8K
IWD Ishares Russell 1000 Val ETF ETFs	Q1 2021 Filed on Apr 26, 2021	446	$134.89 - $153.0 $60.2K - $68.2K
IWF Ishares Russell 1000 Gr ETF ETFs	Q1 2021 Filed on Apr 26, 2021	203	$230.04 - $254.69 $46.7K - $51.7K
IWN Ishares Russell2000 Val ETF ETFs	Q1 2021 Filed on Apr 26, 2021	44	$130.0 - $169.53 $5.72K - $7.46K
IWO Ishares Russell 2000 Gwt ETF ETFs	Q1 2021 Filed on Apr 26, 2021	481	$282.5 - $336.63 $136K - $162K
IYE Ishares Tr ETFs	Q1 2021 Filed on Apr 26, 2021	1,000	$20.29 - $28.47 $20.3K - $28.5K
ICLN Ishares ETFs	Q1 2021 Filed on Apr 26, 2021	44	$22.27 - $33.41 $980 - $1.47K
USRT Ishares Core U.S. Reit ETF ETFs	Q1 2021 Filed on Apr 26, 2021	1,669	$46.55 - $53.75 $77.7K - $89.7K
KXI Ishares Tr Global Consumer Sta ETFs	Q1 2021 Filed on Apr 26, 2021	272	$54.41 - $58.94 $14.8K - $16K
USMV Ishares Msci Usa Min Vol Facto ETFs	Q1 2021 Filed on Apr 26, 2021	75	$65.18 - $69.88 $4.89K - $5.24K
IUSB Ishares Core Total Usd Bond Ma ETFs	Q1 2021 Filed on Apr 26, 2021	215	$52.55 - $54.49 $11.3K - $11.7K
REM Ishares Tr Mtg Real Estate ETF ETFs	Q1 2021 Filed on Apr 26, 2021	108	$30.83 - $36.28 $3.33K - $3.92K
ESGU Ishares Trust Ishares Esg Awar ETFs	Q1 2021 Filed on Apr 26, 2021	7	$84.89 - $91.26 $594 - $639
JPM Jpmorgan Chase & CO Financial Services	Q1 2021 Filed on Apr 26, 2021	675	$125.65 - $157.65 $84.8K - $106K
IBM International Business Machines Corp Technology	Q1 2021 Filed on Apr 26, 2021	301	$113.37 - $130.38 $34.1K - $39.2K
INTC Intel Corp Technology	Q1 2021 Filed on Apr 26, 2021	1,658	$49.67 - $65.78 $82.4K - $109K
HBAN Huntington Bancshares Inc Financial Services	Q1 2021 Filed on Apr 26, 2021	698	$12.56 - $16.7 $8.77K - $11.7K
FHI Federated Hermes, Inc. Financial Services	Q1 2021 Filed on Apr 26, 2021	433	$26.72 - $31.49 $11.6K - $13.6K
FITB Fifth Third Bancorp Financial Services	Q1 2021 Filed on Apr 26, 2021	100	$27.23 - $39.09 $2.72K - $3.91K
FYX First Tr Small Cap Core Alphad ETFs	Q1 2021 Filed on Apr 26, 2021	50	$76.14 - $96.16 $3.81K - $4.81K
FNX First Tr Mid Cap Core Alphadex ETFs	Q1 2021 Filed on Apr 26, 2021	50	$81.91 - $96.79 $4.1K - $4.84K
FTA First Tr Large Cap Value ETFs	Q1 2021 Filed on Apr 26, 2021	1,540	$54.05 - $64.23 $83.2K - $98.9K
FTC First Tr Lge Cap Growth ETFs	Q1 2021 Filed on Apr 26, 2021	163	$91.91 - $106.03 $15K - $17.3K
GRID First Tr Nasdaq Clean Edge Sma ETFs	Q1 2021 Filed on Apr 26, 2021	136	$80.63 - $88.15 $11K - $12K
MDIV First Trust Multi Asset Divers ETFs	Q1 2021 Filed on Apr 26, 2021	1,150	$14.88 - $16.41 $17.1K - $18.9K
FV First Trust Dorsey Wright Focu ETFs	Q1 2021 Filed on Apr 26, 2021	166	$39.83 - $45.14 $6.61K - $7.49K
Fonar Corporation Pfd A Nv New	Q1 2021 Filed on Apr 26, 2021	8	N/A
GIS General Mills Inc Consumer Defensive	Q1 2021 Filed on Apr 26, 2021	111	$54.37 - $62.49 $6.04K - $6.94K
GILD Gilead Sciences, Inc. Healthcare	Q1 2021 Filed on Apr 26, 2021	341	$60.0 - $68.46 $20.5K - $23.3K
GSK Gsk PLC Healthcare	Q1 2021 Filed on Apr 26, 2021	25	$34.27 - $40.01 $857 - $1K
HPQ Hp Inc Technology	Q1 2021 Filed on Apr 26, 2021	2	$24.11 - $31.75 $48.2 - $63.5
HPE Hewlett Packard Enterprise CO Technology	Q1 2021 Filed on Apr 26, 2021	11	$11.57 - $16.05 $127 - $177
JBL Jabil Inc Technology	Q1 2021 Filed on Apr 26, 2021	1,153	$41.37 - $52.16 $47.7K - $60.1K

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