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.
Stock Holdings Table Market Cap. of $300 Millions to $2 Billions
Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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