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ForthRight Wealth Management

Latest statistics and disclosures from ForthRight Wealth Management's latest quarterly 13F-HR filing:

Top 5 stock holdings are VOO, NOBL, IUSV, IUSG, SCHD, and represent 53.66% of ForthRight Wealth Management's stock portfolio.
Added to shares of these 10 stocks: IJH, PGR, BIV, SCHD, JPIB, SCHA, HSRT, NVDA, VIG, OEF.
Started 7 new stock positions in NVDA, OEF, PGR, GOOGL, CAT, VIG, VTI.
Reduced shares in these 10 stocks: PFF, IUSV, IUSG, NOBL, IDOG, DIVO, FGD, RSPF, SMDV, V.
ForthRight Wealth Management was a net buyer of stock by $7.8M.
ForthRight Wealth Management has $279M in assets under management (AUM), dropping by 7.92%.
Central Index Key (CIK): 0001841633

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Positions held by ForthRight Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for ForthRight Wealth Management

ForthRight Wealth Management holds 66 positions in its portfolio as reported in the March 2024 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Vanguard Index Fds S&p 500 Etf Shs (VOO)	13.5	$38M		79k	480.70	View chart
Proshares Tr S&p 500 Dv Arist (NOBL)	12.8	$36M		352k	101.41	View chart
Ishares Tr Core S&p Us Vlu (IUSV)	10.6	$29M		325k	90.44	View chart
Ishares Tr Core S&p Us Gwt (IUSG)	8.5	$24M		203k	117.21	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	8.2	$23M	+4%	284k	80.63	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	6.5	$18M		366k	49.24	View chart
Vanguard Bd Index Fds Intermed Term (BIV)	5.4	$15M	+7%	200k	75.40	View chart
Vanguard Index Fds Mid Cap Etf (VO)	3.1	$8.6M	+2%	34k	249.86	View chart
J P Morgan Exchange Traded F Intl Bd Opp Etf (JPIB)	2.5	$7.1M	+10%	149k	47.62	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	2.4	$6.7M	+2%	132k	50.60	View chart
Ishares Tr Pfd And Incm Sec (PFF)	2.4	$6.6M	-6%	204k	32.23	View chart
Amplify Etf Tr Cwp Enhanced Div (DIVO)	2.0	$5.6M	-3%	145k	38.88	View chart
Proshares Tr Russ 2000 Divd (SMDV)	1.5	$4.3M	-2%	67k	64.02	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	1.5	$4.1M		7.8k	523.08	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	1.4	$3.8M	+389%	63k	60.74	View chart
Alps Etf Tr Intl Sec Dv Dog (IDOG)	1.3	$3.7M	-4%	126k	29.72	View chart
First Tr Exchange Traded Dj Glbl Divid (FGD)	1.2	$3.3M	-3%	144k	22.77	View chart
Ishares Tr National Mun Etf (MUB)	1.1	$3.2M		30k	107.60	View chart
First Tr Exchange-traded Cap Strength Etf (FTCS)	1.1	$3.1M		37k	85.65	View chart
Home Depot (HD)	1.0	$2.7M		7.0k	383.58	View chart
Invesco Exchange Traded Fd T S&p500 Eql Fin (RSPF)	0.9	$2.5M	-4%	40k	64.24	View chart
Visa Com Cl A (V)	0.8	$2.4M	-4%	8.4k	279.08	View chart
Marathon Petroleum Corp (MPC)	0.8	$2.2M		11k	201.50	View chart
Hartford Fds Exchange Traded Aaa Clo Etf (HSRT)	0.7	$1.9M	+20%	49k	38.95	View chart
Apple (AAPL)	0.7	$1.9M		11k	171.48	View chart
Procter & Gamble Company (PG)	0.6	$1.7M		11k	162.25	View chart
Progressive Corporation (PGR)	0.6	$1.6M	NEW	7.8k	206.82	View chart
United Parcel Service CL B (UPS)	0.5	$1.4M		9.5k	148.63	View chart
Hf Sinclair Corp (DINO)	0.5	$1.3M		22k	60.37	View chart
Docgo (DCGO)	0.4	$1.1M		270k	4.04	View chart
Southern Company (SO)	0.4	$983k	+9%	14k	71.74	View chart
Microsoft Corporation (MSFT)	0.3	$896k	-3%	2.1k	420.77	View chart
Amazon (AMZN)	0.3	$868k		4.8k	180.38	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.3	$814k	-8%	7.1k	115.30	View chart
Alphabet Cap Stk Cl C (GOOG)	0.3	$758k		5.0k	152.26	View chart
First Tr Lrge Cp Core Alpha Com Shs (FEX)	0.3	$711k		7.2k	99.24	View chart
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)	0.3	$698k		8.1k	86.67	View chart
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)	0.2	$680k		14k	50.10	View chart
Genuine Parts Company (GPC)	0.2	$647k		4.2k	154.93	View chart
AFLAC Incorporated (AFL)	0.2	$628k		7.3k	85.86	View chart
Coca-Cola Company (KO)	0.2	$460k		7.5k	61.18	View chart
Exxon Mobil Corporation (XOM)	0.2	$433k		3.7k	116.24	View chart
Travelers Companies (TRV)	0.1	$404k	-14%	1.8k	230.14	View chart
Truist Financial Corp equities (TFC)	0.1	$393k		10k	38.98	View chart
Ishares Tr Intl Eqty Factor (INTF)	0.1	$359k		12k	29.84	View chart
Wal-Mart Stores (WMT)	0.1	$354k	+200%	5.9k	60.17	View chart
Duke Energy Corp Com New (DUK)	0.1	$353k		3.7k	96.70	View chart
McKesson Corporation (MCK)	0.1	$336k		626.00	536.85	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FNOV)	0.1	$330k		7.4k	44.74	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.1	$323k	-4%	1.5k	210.33	View chart
Mohawk Industries (MHK)	0.1	$293k		2.2k	130.89	View chart
Oracle Corporation (ORCL)	0.1	$289k		2.3k	125.61	View chart
Vanguard Admiral Fds 500 Grth Idx F (VOOG)	0.1	$288k		946.00	304.71	View chart
NVIDIA Corporation (NVDA)	0.1	$269k	NEW	298.00	903.65	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.1	$255k	NEW	1.4k	182.61	View chart
Ishares Tr S&p 100 Etf (OEF)	0.1	$252k	NEW	1.0k	247.41	View chart
Ishares Tr Core Msci Total (IXUS)	0.1	$252k		3.7k	67.86	View chart
AGCO Corporation (AGCO)	0.1	$241k		2.0k	123.05	View chart
Haverty Furniture Companies (HVT)	0.1	$239k		7.0k	34.12	View chart
Chevron Corporation (CVX)	0.1	$233k		1.5k	157.75	View chart
Bank of America Corporation (BAC)	0.1	$232k		6.1k	37.92	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.1	$217k	NEW	836.00	259.83	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.1	$214k	NEW	1.4k	150.93	View chart
Caterpillar (CAT)	0.1	$214k	NEW	584.00	366.43	View chart
Johnson & Johnson (JNJ)	0.1	$205k		1.3k	158.19	View chart
Aim Immunotech (AIM)	0.0	$9.4k		20k	0.47	View chart

Past Filings by ForthRight Wealth Management

SEC 13F filings are viewable for ForthRight Wealth Management going back to 2020

ForthRight Wealth Management 2024 Q1 filed April 23, 2024
ForthRight Wealth Management 2023 Q4 filed Jan. 23, 2024
ForthRight Wealth Management 2023 Q3 filed Oct. 24, 2023
ForthRight Wealth Management 2023 Q2 filed July 17, 2023
ForthRight Wealth Management 2023 Q1 filed April 18, 2023
ForthRight Wealth Management 2022 Q4 filed Jan. 18, 2023
ForthRight Wealth Management 2022 Q3 filed Oct. 17, 2022
ForthRight Wealth Management 2022 Q2 filed July 15, 2022
ForthRight Wealth Management 2022 Q1 restated filed April 19, 2022
ForthRight Wealth Management 2022 Q1 filed April 14, 2022
ForthRight Wealth Management 2021 Q4 filed Jan. 24, 2022
ForthRight Wealth Management 2021 Q3 filed Oct. 26, 2021
ForthRight Wealth Management 2021 Q2 filed July 23, 2021
ForthRight Wealth Management 2021 Q1 filed April 26, 2021
ForthRight Wealth Management 2020 Q4 filed Jan. 29, 2021

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