The Analysis of ForthRight Wealth Management, LLC's Holdings

Currently, ForthRight Wealth Management, LLC holds 71 types of securities in its portfolio with a total value $347.8M. In the most recent quarter, they have increased their positions in DIVO (+48.4K shares, valued at $2.2M), JPIB (+37.7K shares, valued at $1.8M), JIRE (+15.8K shares, valued at $1.2M); decreased their positions in NOBL (-33.5K shares, valued at $3.5M), N/A (-1.5K shares, valued at $971.4K), TRPA (-24.9K shares, valued at $970.5K); initiated new positions in VCSH (+7.1K shares, valued at $567.0K), AXP (+582 shares, valued at $215.5K), GLD (+537 shares, valued at $212.8K).

Top Holding Treemap

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

VANGUARD INDEX FDS VANGUARD INDEX FDS78.9K shares-1.93%2025-12-312026-01-13

SCHD SCHWAB STRATEGIC TR1.3M shares0.26%2025-12-312026-01-13

IUSV ISHARES TR300.5K shares0.11%2025-12-312026-01-13

IUSG ISHARES TR176.1K shares-2.10%2025-12-312026-01-13

SCHA SCHWAB STRATEGIC TR951.0K shares1.02%2025-12-312026-01-13

BIV VANGUARD BD INDEX FDS287.2K shares5.29%2025-12-312026-01-13

NOBL PROSHARES TR185.9K shares-15.26%2025-12-312026-01-13

JPIB J P MORGAN EXCHANGE TRADED F385.3K shares10.86%2025-12-312026-01-13

Sponsored

DIVO AMPLIFY ETF TR374.7K shares14.82%2025-12-312026-01-13

VO VANGUARD INDEX FDS47.1K shares1.55%2025-12-312026-01-13

JIRE J P MORGAN EXCHANGE TRADED F109.3K shares16.83%2025-12-312026-01-13

VTEB VANGUARD MUN BD FDS144.1K shares-6.42%2025-12-312026-01-13

SMDV PROSHARES TR87.5K shares1.26%2025-12-312026-01-13

SPY SPDR S&P 500 ETF TR8.4K shares-1.31%2025-12-312026-01-13

FGD FIRST TR EXCHANGE TRADED FD176.8K shares1.22%2025-12-312026-01-13

IDOG ALPS ETF TR136.7K shares0.76%2025-12-312026-01-13

Sponsored

TRPA HARTFORD FDS EXCHANGE TRADED116.3K shares-17.66%2025-12-312026-01-13

IJH ISHARES TR50.8K shares-2.06%2025-12-312026-01-13

V VISA INC8.7K shares0.01%2025-12-312026-01-13

AAPL APPLE INC10.3K shares-3.14%2025-12-312026-01-13

PGR PROGRESSIVE CORP7.5K shares0.00%2025-12-312026-01-13

FTCS FIRST TR EXCHANGE-TRADED FD17.9K shares-3.36%2025-12-312026-01-13

MPC MARATHON PETE CORP9.6K shares0.00%2025-12-312026-01-13

PG PROCTER AND GAMBLE CO10.7K shares-0.14%2025-12-312026-01-13

Sponsored

HD HOME DEPOT INC3.8K shares-13.90%2025-12-312026-01-13

PFF ISHARES TR41.6K shares-33.28%2025-12-312026-01-13

ALPHABET INC ALPHABET INC4.0K shares-6.35%2025-12-312026-01-13

IBM INTERNATIONAL BUSINESS MACHS4.2K shares1.44%2025-12-312026-01-13

SO SOUTHERN CO13.6K shares0.28%2025-12-312026-01-13

AMZN AMAZON COM INC5.1K shares-0.66%2025-12-312026-01-13

MSFT MICROSOFT CORP2.3K shares-0.13%2025-12-312026-01-13

VONG VANGUARD SCOTTSDALE FDS8.5K shares0.00%2025-12-312026-01-13

Sponsored

MUB ISHARES TR9.3K shares0.00%2025-12-312026-01-13

DINO HF SINCLAIR CORP21.3K shares-1.46%2025-12-312026-01-13

UPS UNITED PARCEL SERVICE INC9.4K shares-0.05%2025-12-312026-01-13

SPYV SPDR SERIES TRUST14.2K shares0.02%2025-12-312026-01-13

AFL AFLAC INC7.2K shares-1.41%2025-12-312026-01-13

SAP SAP SE3.0K shares0.00%2025-12-312026-01-13

ITOT ISHARES TR4.7K shares0.04%2025-12-312026-01-13

IBTA IBOTTA INC30.3K shares0.00%2025-12-312026-01-13

Sponsored

WMT WALMART INC6.0K shares0.00%2025-12-312026-01-13

URA GLOBAL X FDS13.5K shares12.96%2025-12-312026-01-13

VCSH VANGUARD SCOTTSDALE FDS7.1K sharesnew addition2025-12-312026-01-13

VIG VANGUARD SPECIALIZED FUNDS2.6K shares0.08%2025-12-312026-01-13

GPC GENUINE PARTS CO4.2K shares0.00%2025-12-312026-01-13

MCK MCKESSON CORP603 shares0.00%2025-12-312026-01-13

XOM EXXON MOBIL CORP4.0K shares4.24%2025-12-312026-01-13

NVDA NVIDIA CORPORATION2.5K shares4.51%2025-12-312026-01-13

Sponsored

ALPHABET INC ALPHABET INC1.4K shares5.89%2025-12-312026-01-13

ORCL ORACLE CORP2.3K shares0.00%2025-12-312026-01-13

SCHG SCHWAB STRATEGIC TR12.9K shares0.00%2025-12-312026-01-13

TRV TRAVELERS COMPANIES INC1.4K shares0.00%2025-12-312026-01-13

IXUS ISHARES TR4.8K shares33.43%2025-12-312026-01-13

FNOV FIRST TR EXCHNG TRADED FD VI6.8K shares-3.87%2025-12-312026-01-13

INTF ISHARES TR9.5K shares-4.18%2025-12-312026-01-13

TFC TRUIST FINL CORP7.0K shares0.03%2025-12-312026-01-13

Sponsored

FEX FIRST TR EXCHANGE-TRADED ALP2.9K shares0.00%2025-12-312026-01-13

VOOG VANGUARD ADMIRAL FDS INC727 shares-7.03%2025-12-312026-01-13

FMAY FIRST TR EXCHNG TRADED FD VI6.0K shares0.00%2025-12-312026-01-13

INVESCO QQQ TR INVESCO QQQ TR470 shares25.67%2025-12-312026-01-13

OEF ISHARES TR804 shares0.00%2025-12-312026-01-13

JNJ JOHNSON & JOHNSON1.3K shares-0.31%2025-12-312026-01-13

IVV ISHARES TR386 shares-7.21%2025-12-312026-01-13

CAT CATERPILLAR INC421 shares0.00%2025-12-312026-01-13

Sponsored

DCGO DOCGO INC269.9K shares0.00%2025-12-312026-01-13

MHK MOHAWK INDS INC2.1K shares0.00%2025-12-312026-01-13

CVX CHEVRON CORP NEW1.5K shares0.00%2025-12-312026-01-13

AXP AMERICAN EXPRESS CO582 sharesnew addition2025-12-312026-01-13

AGCO AGCO CORP2.0K shares0.24%2025-12-312026-01-13

GLD SPDR GOLD TR537 sharesnew addition2025-12-312026-01-13

SPMD SPDR SERIES TRUST3.5K shares-18.09%2025-12-312026-01-13

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available