Wealth Forward, LLC Portfolio Holdings by Sector
Wealth Forward, LLC
- $128 Billion
- Q2 2024
Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
---|---|---|---|---|---|---|
ETFs | ETFs
RSP FNDA VEA OEF FNDX TIP BSV AOR 19 stocks |
$118 Million
92.71% of portfolio
|
  10  
|
  4  
|
- | - |
0
Calls
0
Puts
|
Consumer Electronics | Technology
AAPL 1 stocks |
$2.46 Million
1.94% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Banks—Regional | Financial Services
USB 1 stocks |
$1.43 Million
1.13% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Insurance—Diversified | Financial Services
BRK-B 1 stocks |
$1.08 Million
0.85% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Software—Infrastructure | Technology
MSFT 1 stocks |
$993,123
0.78% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Healthcare Plans | Healthcare
UNH 1 stocks |
$645,232
0.51% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Closed-End Fund - Foreign | ETFs
EEM 1 stocks |
$535,206
0.42% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Closed-End Fund - Equity | ETFs
VTI 1 stocks |
$502,919
0.4% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Discount Stores | Consumer Defensive
TGT 1 stocks |
$456,555
0.36% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Utilities—Diversified | Utilities
OTTR 1 stocks |
$371,206
0.29% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Oil & Gas E&P | Energy
DVN 1 stocks |
$296,724
0.23% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Gambling | Consumer Cyclical
DKNG 1 stocks |
$281,313
0.22% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Insurance—Property & Casualty | Financial Services
MKL 1 stocks |
$202,472
0.16% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|