Forth Right Wealth Management, LLC Portfolio Holdings

Forth Right Wealth Management, LLC

  • $286 Million
  • Q1 2025

Forth Right Wealth Management, LLC has filed its 13F form on April 15, 2025 for Q1 2025 where it was disclosed a total value porftolio of $286 Million distributed in 65 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Index Fds S&P 500 ETF with a value of $39.3M, Proshares S&P 500 Dividend Ari with a value of $34.5M, Schwab Strategic Tr Us Dividen with a value of $29.2M, Ishares Core S&P U.S. Value Et with a value of $26.1M, and Ishares Core S&P U.S Growth Et with a value of $22.2M.

Examining the 13F form we can see an decrease of $1.72M in the current position value, from $288M to 286M.

Below you can find more details about Forth Right Wealth Management, LLC portfolio as well as his latest detailed transactions.

Portfolio value $286 Million
ETFs: $261 Million
Financial Services: $6.7 Million
Consumer Cyclical: $4.08 Million
Technology: $3.78 Million
Energy: $2.89 Million
Consumer Defensive: $2.87 Million
Healthcare: $1.29 Million
Utilities: $1.28 Million
Other: $1.76 Million

Stock Holdings Table Market Cap. of Under $50 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 65
  • Current Value $286 Million
  • Prior Value $288 Million
  • Filing
  • Period Q1 2025
  • Filing Date April 15, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 6 stocks
  • Additional Purchases 23 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 20 stocks
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