The Analysis of ForthRight Wealth Management, LLC's Holdings
Currently, ForthRight Wealth Management, LLC holds 69 types of securities in its portfolio with a total value $344.2M. In the most recent quarter, they have increased their positions in SCHD (+53.5K shares, valued at $1.5M), DIVO (+24.6K shares, valued at $1.1M), JPIB (+22.0K shares, valued at $1.1M); decreased their positions in NOBL (-25.8K shares, valued at $2.7M), PFF (-16.1K shares, valued at $508.4K), TRPA (-6.1K shares, valued at $236.6K); initiated new positions in JNJ (+1.3K shares, valued at $241.4K), QQQ (+374 shares, valued at $224.5K), CAT (+421 shares, valued at $200.9K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
VOO VANGUARD INDEX FDS80.5K shares1.37%2025-09-302025-11-07
SCHD SCHWAB STRATEGIC TR1.3M shares4.44%2025-09-302025-11-07 IUSV ISHARES TR300.1K shares2.83%2025-09-302025-11-07 IUSG ISHARES TR179.9K shares-0.65%2025-09-302025-11-07 SCHA SCHWAB STRATEGIC TR941.5K shares2.77%2025-09-302025-11-07 NOBL PROSHARES TR219.3K shares-10.52%2025-09-302025-11-07 BIV VANGUARD BD INDEX FDS272.8K shares3.12%2025-09-302025-11-07 JPIB J P MORGAN EXCHANGE TRADED F347.5K shares6.76%2025-09-302025-11-07 DIVO AMPLIFY ETF TR326.3K shares8.16%2025-09-302025-11-07 VO VANGUARD INDEX FDS46.4K shares3.09%2025-09-302025-11-07 VTEB VANGUARD MUN BD FDS154.0K shares12.63%2025-09-302025-11-07 JIRE J P MORGAN EXCHANGE TRADED F93.6K shares18.58%2025-09-302025-11-07 SMDV PROSHARES TR86.4K shares1.22%2025-09-302025-11-07 SPY SPDR S&P 500 ETF TR8.5K shares0.00%2025-09-302025-11-07 TRPA HARTFORD FDS EXCHANGE TRADED141.2K shares-4.13%2025-09-302025-11-07 FGD FIRST TR EXCHANGE TRADED FD174.6K shares-0.99%2025-09-302025-11-07 IDOG ALPS ETF TR135.7K shares0.56%2025-09-302025-11-07 IJH ISHARES TR51.9K shares-0.05%2025-09-302025-11-07 V VISA INC8.7K shares0.25%2025-09-302025-11-07 AAPL APPLE INC10.6K shares6.64%2025-09-302025-11-07 PFF ISHARES TR62.3K shares-20.51%2025-09-302025-11-07 PGR PROGRESSIVE CORP7.5K shares0.00%2025-09-302025-11-07 MPC MARATHON PETE CORP9.6K shares0.00%2025-09-302025-11-07 HD HOME DEPOT INC4.5K shares-0.22%2025-09-302025-11-07 FTCS FIRST TR EXCHANGE-TRADED FD18.5K shares-11.19%2025-09-302025-11-07 PG PROCTER AND GAMBLE CO10.8K shares0.00%2025-09-302025-11-07 SO SOUTHERN CO13.6K shares-0.10%2025-09-302025-11-07 MSFT MICROSOFT CORP2.3K shares6.21%2025-09-302025-11-07 IBM INTERNATIONAL BUSINESS MACHS4.2K shares98.19%2025-09-302025-11-07 DINO HF SINCLAIR CORP21.6K shares0.00%2025-09-302025-11-07 AMZN AMAZON COM INC5.2K shares10.69%2025-09-302025-11-07 GOOG ALPHABET INC4.3K shares1.99%2025-09-302025-11-07 VONG VANGUARD SCOTTSDALE FDS8.5K shares-0.16%2025-09-302025-11-07 MUB ISHARES TR9.3K shares-1.11%2025-09-302025-11-07 IBTA IBOTTA INC30.3K shares0.00%2025-09-302025-11-07 AFL AFLAC INC7.3K shares0.18%2025-09-302025-11-07 SAP SAP SE3.0K shares0.00%2025-09-302025-11-07 UPS UNITED PARCEL SERVICE INC9.4K shares0.05%2025-09-302025-11-07 SPYV SPDR SERIES TRUST14.2K shares-0.15%2025-09-302025-11-07 ITOT ISHARES TR4.7K shares-0.80%2025-09-302025-11-07 ORCL ORACLE CORP2.3K shares0.00%2025-09-302025-11-07 WMT WALMART INC6.0K shares-1.63%2025-09-302025-11-07 GPC GENUINE PARTS CO4.2K shares-9.51%2025-09-302025-11-07 URA GLOBAL X FDS12.0K shares3.10%2025-09-302025-11-07 VIG VANGUARD SPECIALIZED FUNDS2.5K shares12.58%2025-09-302025-11-07 MCK MCKESSON CORP603 shares-7.66%2025-09-302025-11-07 NVDA NVIDIA CORPORATION2.4K shares8.94%2025-09-302025-11-07 XOM EXXON MOBIL CORP3.8K shares4.57%2025-09-302025-11-07 SCHG SCHWAB STRATEGIC TR12.9K shares41.69%2025-09-302025-11-07 TRV TRAVELERS COMPANIES INC1.4K shares-3.88%2025-09-302025-11-07 FNOV FIRST TR EXCHNG TRADED FD VI7.1K shares-3.39%2025-09-302025-11-07 DCGO DOCGO INC269.9K shares0.00%2025-09-302025-11-07 INTF ISHARES TR9.9K shares0.00%2025-09-302025-11-07 VOOG VANGUARD ADMIRAL FDS INC782 shares10.61%2025-09-302025-11-07 FEX FIRST TR EXCHANGE-TRADED ALP2.9K shares0.00%2025-09-302025-11-07 GOOGL ALPHABET INC1.4K shares13.63%2025-09-302025-11-07 TFC TRUIST FINL CORP7.0K shares-7.67%2025-09-302025-11-07 FMAY FIRST TR EXCHNG TRADED FD VI6.0K shares0.00%2025-09-302025-11-07 IXUS ISHARES TR3.6K shares0.00%2025-09-302025-11-07 IVV ISHARES TR416 shares0.48%2025-09-302025-11-07 MHK MOHAWK INDS INC2.1K shares0.00%2025-09-302025-11-07 OEF ISHARES TR804 shares-16.60%2025-09-302025-11-07 SPMD SPDR SERIES TRUST4.3K shares0.38%2025-09-302025-11-07 JNJ JOHNSON & JOHNSON1.3K sharesnew addition2025-09-302025-11-07 CVX CHEVRON CORP NEW1.5K shares0.00%2025-09-302025-11-07 QQQ INVESCO QQQ TR374 sharesnew addition2025-09-302025-11-07 AGCO AGCO CORP2.0K shares0.25%2025-09-302025-11-07 CAT CATERPILLAR INC421 sharesnew addition2025-09-302025-11-07 DUK DUKE ENERGY CORP NEW1.6K sharesnew addition2025-09-302025-11-07 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available