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.
Stock Holdings Table Market Cap. of Under $50 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
|---|