Wealth Forward, LLC Portfolio Holdings

Wealth Forward, LLC

  • $142 Billion
  • Q4 2024

Wealth Forward, LLC has filed its 13F form on January 22, 2025 for Q4 2024 where it was disclosed a total value porftolio of $142 Billion distributed in 30 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 $20.5B, Schwab Fundamental U S Small C with a value of $18.5B, Ishares S&P 100 ETF with a value of $17.7B, Vanguard Ftse Developed Market with a value of $17.3B, and Schwab Fundamental U S Large C with a value of $11.8B.

Examining the 13F form we can see an decrease of $884M in the current position value, from $143B to 142B.

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.

Portfolio value $142 Billion
ETFs: $132 Billion
Technology: $4.01 Billion
Financial Services: $2.92 Billion
Healthcare: $512 Million
Consumer Defensive: $417 Million
Utilities: $313 Million
Consumer Cyclical: $271 Million
Energy: $226 Million
Other: $0

Stock Holdings Table Market Cap. of $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.34B
$313 Million 0.22% of portfolio
4,238
Q4 2023 New

Summary

  • Portfolio
  • No. of Stocks 30
  • Current Value $142 Billion
  • Prior Value $143 Billion
  • Filing
  • Period Q4 2024
  • Filing Date January 22, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 0 stocks
  • Additional Purchases 14 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 8 stocks
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