Wealth Forward, LLC Portfolio Holdings
Wealth Forward, LLC
- $143 Billion
- Q3 2024
Wealth Forward, LLC has filed its 13F form on October 28, 2024 for Q3 2024 where it was disclosed a total value porftolio of $143 Billion distributed in 31 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 $21.2B, Schwab Fundamental U S Small C with a value of $18.9B, Vanguard Ftse Developed Market with a value of $18B, Ishares S&P 100 ETF with a value of $16.3B, and Schwab Fundamental U S Large C with a value of $12.3B.
Examining the 13F form we can see an increase of $14.6B in the current position value, from $128B to 143B.
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.