HoldingsChannel.com
| Entity | Amount | Change
09/30/2023 to 12/31/2023 |
Position Size ($ in 1000's) |
|---|---|---|---|
 VANGUARD INDEX FDS (VOO) |
78,170 | +2,422 | $34,144 |
| VOO | 78,170 | +2,422 | $34,144 |
| PROSHARES TR (NOBL) |
353,888 | +8,891 | $33,690 |
| NOBL | 353,888 | +8,891 | $33,690 |
| ISHARES TR (IUSV) |
329,514 | +14,938 | $27,788 |
| IUSV | 329,514 | +14,938 | $27,788 |
| ISHARES TR (IUSG) |
204,967 | +2,643 | $21,337 |
| IUSG | 204,967 | +2,643 | $21,337 |
| SCHWAB STRATEGIC TR |
272,182 | +7,701 | $20,721 |
| SCHD | 272,182 | +7,701 | $20,721 |
| SCHWAB STRATEGIC TR |
359,280 | +1,844 | $16,972 |
| SCHA | 359,280 | +1,844 | $16,972 |
| VANGUARD BD INDEX FDS (BIV) |
185,118 | +2,653 | $14,139 |
| BIV | 185,118 | +2,653 | $14,139 |
| VANGUARD INDEX FDS (VO) |
33,666 | +2,011 | $7,832 |
| VO | 33,666 | +2,011 | $7,832 |
| ISHARES TR (PFF) |
218,543 | -77,459 | $6,816 |
| PFF | 218,543 | -77,459 | $6,816 |
| VANGUARD MUN BD FDS (VTEB) |
129,621 | -15,174 | $6,617 |
| VTEB | 129,621 | -15,174 | $6,617 |
| J P MORGAN EXCHANGE TRADED F (JPIB) |
134,139 | +12,152 | $6,410 |
| JPIB | 134,139 | +12,152 | $6,410 |
| AMPLIFY ETF TR (DIVO) |
149,796 | +3,860 | $5,475 |
| DIVO | 149,796 | +3,860 | $5,475 |
| PROSHARES TR (SMDV) |
68,736 | +138 | $4,469 |
| SMDV | 68,736 | +138 | $4,469 |
| ALPS ETF TR (IDOG) |
131,897 | +2,754 | $3,940 |
| IDOG | 131,897 | +2,754 | $3,940 |
| SPDR S&P 500 ETF TR (SPY) |
7,787 | +1,048 | $3,701 |
| SPY | 7,787 | +1,048 | $3,701 |
| ISHARES TR (IJH) |
12,930 | +68 | $3,584 |
| IJH | 12,930 | +68 | $3,584 |
| FIRST TR EXCHANGE TRADED FD (FGD) |
149,357 | +1,432 | $3,325 |
| FGD | 149,357 | +1,432 | $3,325 |
| ISHARES TR (MUB) |
29,812 | +5,220 | $3,232 |
| MUB | 29,812 | +5,220 | $3,232 |
| FIRST TR EXCHANGE TRADED FD (FTCS) |
37,271 | -1,091 | $2,983 |
| FTCS | 37,271 | -1,091 | $2,983 |
| HOME DEPOT INC |
7,066 | +204 | $2,449 |
| HD | 7,066 | +204 | $2,449 |
| INVESCO EXCHANGE TRADED FD T (RSPF) |
41,685 | +41,685 | $2,443 |
| RSPF | 41,685 | +41,685 | $2,443 |
| VISA INC |
8,797 | -956 | $2,290 |
| V | 8,797 | -956 | $2,290 |
| APPLE INC |
11,097 | +67 | $2,137 |
| AAPL | 11,097 | +67 | $2,137 |
| MARATHON PETE CORP |
11,159 | -407 | $1,656 |
| MPC | 11,159 | -407 | $1,656 |
| PROCTER AND GAMBLE CO |
10,750 | +90 | $1,575 |
| PG | 10,750 | +90 | $1,575 |
| HARTFORD FDS EXCHANGE TRADED (HSRT) |
40,125 | +16,120 | $1,564 |
| HSRT | 40,125 | +16,120 | $1,564 |
| UNITED PARCEL SERVICE INC |
9,674 | -11 | $1,521 |
| UPS | 9,674 | -11 | $1,521 |
| DOCGO INC |
269,887 | UNCH | $1,509 |
| DCGO | 269,887 | UNCH | $1,509 |
| HF SINCLAIR CORP |
21,646 | UNCH | $1,203 |
| DINO | 21,646 | UNCH | $1,203 |
| SOUTHERN CO |
12,486 | -298 | $876 |
| SO | 12,486 | -298 | $876 |
| MICROSOFT CORP |
2,204 | -20 | $829 |
| MSFT | 2,204 | -20 | $829 |
| ISHARES TR (ITOT) |
7,691 | -933 | $809 |
| ITOT | 7,691 | -933 | $809 |
| AMAZON COM INC |
4,810 | -105 | $731 |
| AMZN | 4,810 | -105 | $731 |
| ALPHABET INC |
4,979 | UNCH | $702 |
| GOOG | 4,979 | UNCH | $702 |
| FIRST TR LRGE CP CORE ALPHA (FEX) |
7,166 | UNCH | $646 |
| FEX | 7,166 | UNCH | $646 |
| SPDR SER TR (SPYV) |
13,570 | +1,131 | $633 |
| SPYV | 13,570 | +1,131 | $633 |
| VANGUARD SCOTTSDALE FDS (VONG) |
8,052 | +845 | $628 |
| VONG | 8,052 | +845 | $628 |
| AFLAC INC |
7,308 | UNCH | $603 |
| AFL | 7,308 | UNCH | $603 |
| GENUINE PARTS CO |
4,177 | UNCH | $579 |
| GPC | 4,177 | UNCH | $579 |
| COCA COLA CO |
7,521 | +2,863 | $443 |
| KO | 7,521 | +2,863 | $443 |
| TRAVELERS COMPANIES INC |
2,062 | UNCH | $393 |
| TRV | 2,062 | UNCH | $393 |
| EXXON MOBIL CORP |
3,728 | +94 | $373 |
| XOM | 3,728 | +94 | $373 |
| TRUIST FINL CORP |
10,074 | -61 | $372 |
| TFC | 10,074 | -61 | $372 |
| DUKE ENERGY CORP NEW |
3,630 | -21 | $352 |
| DUK | 3,630 | -21 | $352 |
| ISHARES TR (INTF) |
12,014 | UNCH | $337 |
| INTF | 12,014 | UNCH | $337 |
| ISHARES TR (IWM) |
1,614 | +1,614 | $324 |
| IWM | 1,614 | +1,614 | $324 |
| FIRST TR EXCHNG TRADED FD VI (FNOV) |
7,385 | +1,625 | $314 |
| FNOV | 7,385 | +1,625 | $314 |
| WALMART INC |
1,962 | UNCH | $309 |
| WMT | 1,962 | UNCH | $309 |
| MCKESSON CORP |
626 | -19 | $290 |
| MCK | 626 | -19 | $290 |
| VANGUARD ADMIRAL FDS INC (VOOG) |
945 | UNCH | $256 |
| VOOG | 945 | UNCH | $256 |
See Full List: All Stocks Held By ForthRight Wealth Management LLC
— Including:
• Biggest new positions
• Biggest exits
• Biggest increased positions
• Biggest decreased positions
See Details: Top 10 Stocks Held By ForthRight Wealth Management LLC
|
Size ($ in 1000's)
At 12/31/2023: $258,160 At 09/30/2023: $232,074 ForthRight Wealth Management LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from ForthRight Wealth Management LLC 13F filings. Link to 13F filings: SEC filings |
