Wealth Forward, LLC Portfolio Holdings
Wealth Forward, LLC
- $128 Billion
- Q2 2024
Wealth Forward, LLC has filed its 13F form on July 19, 2024 for Q2 2024 where it was disclosed a total value porftolio of $128 Billion distributed in 32 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Invesco S&P 500 Equal Weight E with a value of $20.7B, Schwab Fundamental U S Small C with a value of $16.8B, Vanguard Ftse Developed Market with a value of $15.1B, Ishares S&P 100 ETF with a value of $12.6B, and Schwab Fundamental U S Large C with a value of $11.6B.
Examining the 13F form we can see an increase of $965M in the current position value, from $127B to 128B.
Wealth Forward, LLC is based out at Fargo, ND
Below you can find more details about Wealth Forward, LLC portfolio as well as his latest detailed transactions.