Forth Right Wealth Management, LLC Portfolio Holdings
Forth Right Wealth Management, LLC
- $290 Million
- Q3 2024
Forth Right Wealth Management, LLC has filed its 13F form on October 28, 2024 for Q3 2024 where it was disclosed a total value porftolio of $290 Million distributed in 63 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 $39.8M, Proshares S&P 500 Dividend Ari with a value of $35.6M, Schwab Strategic Tr Us Dividen with a value of $28.3M, Ishares Core S&P U.S. Value Et with a value of $26.9M, and Ishares Core S&P U.S Growth Et with a value of $23.4M.
Examining the 13F form we can see an increase of $17.6M in the current position value, from $273M to 290M.
Below you can find more details about Forth Right Wealth Management, LLC portfolio as well as his latest detailed transactions.
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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