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CIK: 0001841633
Total reported value
$390.9M
$390.9M
66 檔
38.3%
In Q1 2024, ForthRight Wealth Management, LLC's U.S. equity holdings reached a combined market value of $390.9M, distributed across 66 disclosed stock positions.
During Q1 2024, ForthRight Wealth Management, LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 13.55% | +0.08% | +0.44% | |
| 2 | NOBL | Proshares S&p 500 Dividend A | ETF-Large Cap & Growth | 12.81% | -0.48% | -0.52% | |
| 3 | IUSV | Ishares Core S&p U.s. Value | ETF-Other | 10.55% | -0.47% | -1.32% | |
| 4 | IUSG | Ishares Core S&p U.s. Growth | ETF-Other | 8.54% | +0.63% | -0.94% | |
| 5 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 8.21% | -0.70% | +4.22% | |
| 6 | SCHA | Schwab US Small-cap ETF | ETF-Other | 6.47% | +0.84% | +1.87% | |
| 7 | BIV | Vanguard Intermediate-term B | ETF-Other | 5.40% | -0.38% | +7.75% | |
| 8 | VO | Vanguard Mid-cap ETF | ETF-Other | 3.09% | +0.17% | +2.22% | |
| 9 | JPIB | Jpmorgan Intl Bnd ETF | ETF-Other | 2.54% | -0.08% | +10.81% | |
| 10 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 2.40% | -0.22% | +2.02% | |
| 11 | PFF | Ishares Preferred & Income S | ETF-Other | 2.35% | -0.05% | -6.85% | |
| 12 | DIVO | Amplify Cwp Enhan Divid ETF | ETF-Other | 2.03% | +0.14% | -3.01% | |
| 13 | SMDV | Proshrs Rsl 2000 Dvd Grw ETF | ETF-Other | 1.54% | — | -2.58% | |
| 14 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.46% | +0.05% | -0.24% | |
| 15 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 1.38% | +0.03% | +389.39% | |
| 16 | IDOG | Alps International Sector Di | ETF-Other | 1.34% | -0.27% | -4.57% | |
| 17 | FGD | First Trust Dj Gl Sel Dvd | ETF-Other | 1.17% | -0.24% | -3.91% | |
| 18 | MUB | Ishares National Muni Bond E | ETF-Other | 1.15% | -0.02% | -0.23% | |
| 19 | FTCS | First Trust Capital Strength | ETF-Other | 1.13% | -0.05% | -1.52% | |
| 20 | HD | Home Depot Inc | Stock-Consumer Disc | 0.96% | -0.01% | -1.00% | |
| 21 | RSPF | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.91% | — | -4.86% | |
| 22 | V | Visa Inc-class A Shares | Stock-Financials | 0.85% | +0.02% | -4.05% | |
| 23 | MPC | Marathon Petroleum CORP | Stock-Energy | 0.81% | -0.04% | — | |
| 24 | TRPA | Hartford Aaa Clo ETF | ETF-Other | 0.68% | -0.16% | +20.96% | |
| 25 | AAPL | Apple Inc | Stock-Tech | 0.67% | — | -1.26% | |
| 26 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.63% | -0.04% | +0.13% | |
| 27 | PGR | Progressive CORP | Stock-Financials | 0.58% | — | — | |
| 28 | UPS | United Parcel Service-cl B | Stock-Industrials | 0.51% | — | -1.45% | |
| 29 | DINO | Hf Sinclair CORP | Stock-Energy | 0.47% | -0.03% | — | |
| 30 | DCGO | Docgo Inc | Stock-Other | 0.39% | -0.05% | EXIT | |
| 31 | SO | Southern Co/the | Stock-Utilities | 0.35% | -0.03% | +9.76% | |
| 32 | MSFT | Microsoft CORP | Stock-Tech | 0.32% | -0.02% | -3.40% | |
| 33 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.31% | +0.02% | — | |
| 34 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 0.29% | +0.01% | -8.23% | |
| 35 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.27% | +0.02% | — | |
| 36 | FEX | First Trust Large Cap Core A | ETF-Large Cap & Growth | 0.26% | — | — | |
| 37 | VONG | Vanguard Russell 1000 Growth | ETF-Other | 0.25% | +0.02% | — | |
| 38 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 0.24% | -0.01% | +0.02% | |
| 39 | GPC | Genuine Parts Co | Stock-Consumer Disc | 0.23% | — | — | |
| 40 | AFL | Aflac Inc | Stock-Financials | 0.23% | -0.01% | — | |
| 41 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.17% | +0.05% | NEW | |
| 42 | XOM | Exxon Mobil CORP | Stock-Energy | 0.16% | -0.05% | — | |
| 43 | TRV | Travelers Cos Inc/the | Stock-Financials | 0.14% | — | -14.94% | |
| 44 | TFC | Truist Financial CORP | Stock-Financials | 0.14% | — | — | |
| 45 | INTF | Ishares International Equity | ETF-Other | 0.13% | -0.01% | — | |
| 46 | WMT | Walmart Inc | Stock-Consumer Staples | 0.13% | -0.03% | +200.05% | |
| 47 | DUK | Duke Energy CORP | Stock-Utilities | 0.13% | -0.06% | EXIT | |
| 48 | MCK | Mckesson CORP | Stock-Healthcare | 0.12% | -0.02% | — | |
| 49 | FNOV | Ft Vest US Equity Buffer ETF | ETF-Other | 0.12% | — | — | |
| 50 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.12% | — | -4.96% |
According to official SEC Form 13F filings, ForthRight Wealth Management, LLC reported a total U.S. public equity portfolio value of $390.9M across 66 disclosed positions in Q1 2024.
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In terms of portfolio concentration, the top 5 core holdings (including VOO, NOBL, IUSV) accounted for 38.3% of total reported equity market value during Q1 2024.
During Q1 2024, ForthRight Wealth Management, LLC's top holdings by market value included VOO (13.6%)、NOBL (12.8%)、IUSV (10.6%). The largest single position, VOO, represented 13.6% of total portfolio value.
In Q1 2024, ForthRight Wealth Management, LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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