Forth Right Wealth Management, LLC has filed its 13F form on January 17, 2025 for Q4 2024 where it was disclosed a total value porftolio of $288 Million distributed in 60 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Vanguard Index Fds S&P 500 ETF with a value of $40.6M, Proshares S&P 500 Dividend Ari with a value of $33.7M, Schwab Strategic Tr Us Dividen with a value of $28.2M, Ishares Core S&P U.S. Value Et with a value of $26.1M, and Ishares Core S&P U.S Growth Et with a value of $24.2M.
Examining the 13F form we can see an decrease of $2.5M in the current position value, from $290M to 288M.
Below you can find more details about Forth Right Wealth Management, LLC portfolio as well as his latest detailed transactions.
