Forth Right Wealth Management, LLC Incresed Positions in Q4 2025

Forth Right Wealth Management, LLC

  • $339 Million
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
DIVO
Amplify ETF Tr Amplify Cwp Enh

ETFs
48.4K
+ 14.82%
$43.6 - $45.68 $2.11M - $2.21M
375K $16.9M
JPIB
Jpmorgan International Bond Op

ETFs
37.7K
+ 10.86%
$48.68 - $49.38 $1.84M - $1.86M
385K $18.8M
JIRE
J P Morgan Exchg Traded Fd Tr

ETFs
15.8K
+ 16.83%
$72.75 - $76.17 $1.15M - $1.2M
109K $8.2M
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
14.4K
+ 5.29%
$77.73 - $78.84 $1.12M - $1.14M
287K $22.4M
IUSV
Ishares Core S&P U.S. Value Et

ETFs
330
+ 0.11%
$98.0 - $102.56 $32.3K - $33.8K
300K $30.4M
IDOG
Alps ETF Tr Intl Sector Divid

ETFs
1.03K
+ 0.76%
$35.17 - $37.99 $36.2K - $39.1K
137K $5.17M
FGD
First Tr Exchange Trd Fd Ii Fi

ETFs
2.12K
+ 1.22%
$28.1 - $30.05 $59.7K - $63.8K
177K $5.28M
IXUS
Ishares Tr

ETFs
1.19K
+ 33.43%
$81.21 - $85.27 $96.8K - $102K
4.76K $400K
IBM
International Business Machines Corp

Technology
60
+ 1.44%
$275.97 - $314.98 $16.6K - $18.9K
4.23K $1.26M
GOOGL
Alphabet Inc.

Communication Services
80
+ 5.89%
$236.57 - $291.31 $18.9K - $23.3K
1.44K $397K
XOM
Exxon Mobil Corp

Energy
161
+ 4.24%
$110.64 - $119.78 $17.8K - $19.3K
3.96K $466K
URA
Global X Uranium ETF

ETFs
1.55K
+ 12.96%
$44.75 - $58.11 $69.5K - $90.2K
13.5K $605K
NVDA
Nvidia Corp

Technology
110
+ 4.51%
$179.83 - $207.04 $19.8K - $22.8K
2.55K $475K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
3.33K
+ 0.26%
$26.44 - $27.53 $88K - $91.6K
1.26M $34.4M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
3
+ 0.02%
$54.27 - $56.85 $163 - $171
14.2K $797K
ITOT
Ishares Core S&P Total U.S. St

ETFs
2
+ 0.04%
$142.79 - $150.05 $286 - $300
4.71K $688K
VIG
Vanguard Dividend Appreciation

ETFs
2
+ 0.08%
N/A
2.55K $464K
AGCO
Agco Corp

Industrials
5
+ 0.24%
$103.16 - $110.38 $516 - $552
2.05K $214K
TFC
Truist Financial Corp

Financial Services
2
+ 0.03%
$41.09 - $45.64 $82.2 - $91.3
7.03K $315K
SMDV
Proshares Tr Russell 2000 Divi

ETFs
1.09K
+ 1.26%
$64.34 - $67.09 $70.3K - $73.3K
87.5K $5.72M
SO
Southern CO

Utilities
38
+ 0.28%
$90.58 - $99.72 $3.44K - $3.79K
13.6K $1.24M
VO
Vanguard Mid Cap ETF

ETFs
717
+ 1.55%
$286.27 - $296.23 $205K - $212K
47.1K $13.5M
V
Visa Inc.

Financial Services
1
+ 0.01%
$325.75 - $352.42 $326 - $352
8.67K $2.83M
SCHA
Schwab Strategic Tr Us Small C

ETFs
9.57K
+ 1.02%
$27.17 - $28.65 $260K - $274K
951K $26.1M
Activity Summary
Buys All Purchases 28 New Holdings 3 Increased Positions 25 Sells All Sells 24 Reductions 24 Sold out 0 Options Calls 0 Puts 0
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