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CIK: 0001841633
Total reported value
$390.9M
$390.9M
60 檔
39.1%
As reported in its official Q4 2024 Form 13F filing, ForthRight Wealth Management, LLC's tracked investment portfolio stood at $390.9M with 60 total positions.
During Q4 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 | 13.52% | +0.08% | -0.19% | |
| 2 | NOBL | Proshares S&p 500 Dividend A | ETF-Large Cap & Growth | 11.24% | -0.48% | +1.58% | |
| 3 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 9.39% | -0.70% | +207.61% | |
| 4 | IUSV | Ishares Core S&p U.s. Value | ETF-Other | 8.69% | -0.47% | +0.07% | |
| 5 | IUSG | Ishares Core S&p U.s. Growth | ETF-Other | 8.05% | +0.63% | -2.34% | |
| 6 | SCHA | Schwab US Small-cap ETF | ETF-Other | 7.08% | +0.84% | +103.49% | |
| 7 | BIV | Vanguard Intermediate-term B | ETF-Other | 6.65% | -0.38% | +6.47% | |
| 8 | JPIB | Jpmorgan Intl Bnd ETF | ETF-Other | 4.67% | -0.08% | +4.58% | |
| 9 | VO | Vanguard Mid-cap ETF | ETF-Other | 3.52% | +0.17% | +1.57% | |
| 10 | TRPA | Hartford Aaa Clo ETF | ETF-Other | 2.53% | -0.16% | +5.48% | |
| 11 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 2.48% | -0.22% | +3.32% | |
| 12 | DIVO | Amplify Cwp Enhan Divid ETF | ETF-Other | 1.91% | +0.14% | +2.44% | |
| 13 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.66% | +0.05% | -1.13% | |
| 14 | SMDV | Proshrs Rsl 2000 Dvd Grw ETF | ETF-Other | 1.54% | — | +3.62% | |
| 15 | IDOG | Alps International Sector Di | ETF-Other | 1.20% | -0.27% | +3.67% | |
| 16 | FGD | First Trust Dj Gl Sel Dvd | ETF-Other | 1.08% | -0.24% | +1.69% | |
| 17 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 1.06% | +0.03% | -2.98% | |
| 18 | PFF | Ishares Preferred & Income S | ETF-Other | 1.01% | -0.05% | -6.02% | |
| 19 | V | Visa Inc-class A Shares | Stock-Financials | 0.91% | +0.02% | -0.30% | |
| 20 | AAPL | Apple Inc | Stock-Tech | 0.85% | — | +0.16% | |
| 21 | HD | Home Depot Inc | Stock-Consumer Disc | 0.79% | -0.01% | -10.56% | |
| 22 | RSPF | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.78% | — | -10.65% | |
| 23 | IBTA | Ibotta Inc-cl A | Stock-Other | 0.75% | -0.04% | +526.85% | |
| 24 | FTCS | First Trust Capital Strength | ETF-Other | 0.71% | -0.05% | -2.70% | |
| 25 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.60% | -0.04% | +0.07% | |
| 26 | PGR | Progressive CORP | Stock-Financials | 0.60% | — | -4.37% | |
| 27 | MUB | Ishares National Muni Bond E | ETF-Other | 0.54% | -0.02% | -6.19% | |
| 28 | MPC | Marathon Petroleum CORP | Stock-Energy | 0.48% | -0.04% | -4.45% | |
| 29 | UPS | United Parcel Service-cl B | Stock-Industrials | 0.40% | — | +0.08% | |
| 30 | SO | Southern Co/the | Stock-Utilities | 0.38% | -0.03% | +0.38% | |
| 31 | DCGO | Docgo Inc | Stock-Other | 0.38% | -0.05% | EXIT | |
| 32 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.34% | +0.02% | -2.47% | |
| 33 | MSFT | Microsoft CORP | Stock-Tech | 0.30% | -0.02% | -0.96% | |
| 34 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.30% | +0.02% | — | |
| 35 | VONG | Vanguard Russell 1000 Growth | ETF-Other | 0.28% | +0.02% | — | |
| 36 | DINO | Hf Sinclair CORP | Stock-Energy | 0.25% | -0.03% | — | |
| 37 | AFL | Aflac Inc | Stock-Financials | 0.25% | -0.01% | -5.94% | |
| 38 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 0.22% | +0.01% | -11.23% | |
| 39 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 0.22% | -0.01% | +0.02% | |
| 40 | GPC | Genuine Parts Co | Stock-Consumer Disc | 0.18% | — | +11.97% | |
| 41 | WMT | Walmart Inc | Stock-Consumer Staples | 0.18% | -0.03% | — | |
| 42 | XOM | Exxon Mobil CORP | Stock-Energy | 0.15% | -0.05% | +14.94% | |
| 43 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.15% | -0.01% | -0.53% | |
| 44 | TRV | Travelers Cos Inc/the | Stock-Financials | 0.13% | — | -1.87% | |
| 45 | NVDA | Nvidia CORP | Stock-Tech | 0.13% | +0.04% | +11.73% | |
| 46 | ORCL | Oracle CORP | Stock-Tech | 0.13% | -0.01% | — | |
| 47 | FNOV | Ft Vest US Equity Buffer ETF | ETF-Other | 0.12% | — | -0.27% | |
| 48 | TFC | Truist Financial CORP | Stock-Financials | 0.11% | — | -17.53% | |
| 49 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.11% | +0.05% | NEW | |
| 50 | FEX | First Trust Large Cap Core A | ETF-Large Cap & Growth | 0.11% | — | -5.05% |
According to official SEC Form 13F filings, ForthRight Wealth Management, LLC reported a total U.S. public equity portfolio value of $390.9M across 60 disclosed positions in Q4 2024.
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In terms of portfolio concentration, the top 5 core holdings (including VOO, NOBL, SCHD) accounted for 39.1% of total reported equity market value during Q4 2024.
During Q4 2024, ForthRight Wealth Management, LLC's top holdings by market value included VOO (13.5%)、NOBL (11.2%)、SCHD (9.4%). The largest single position, VOO, represented 13.5% of total portfolio value.
In Q4 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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