$183 Million is the total value of ForthRight Wealth Management, LLC's 45 reported holdings in Q4 2021. The portfolio turnover from Q3 2021 to Q4 2021 was 0.0% .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
UPS | UNITED PARCEL SERVICE INCORPORATED CLASS Bequity | $2,091,000 | +17.7% | 9,754 | 0.0% | 1.14% | +6.0% | |
FEX | FIRST TRUST LARGE CAP CORE ALPHADEX FUNDequity | $704,000 | +8.1% | 7,628 | 0.0% | 0.38% | -2.5% | |
SPY | SPDR S P 500 ETFequity | $643,000 | +10.7% | 1,354 | 0.0% | 0.35% | -0.6% | |
HVT | HAVERTY FURNITURE COMPANIES INCORPORATEDequity | $245,000 | -9.3% | 8,000 | 0.0% | 0.13% | -18.3% | |
WMT | WALMART INCORPORATEDequity | $237,000 | +3.9% | 1,635 | 0.0% | 0.13% | -5.8% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-01-24
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
PROSHARES TR | 12 | Q3 2023 | 17.8% |
VANGUARD INDEX FUNDS S&P 500 ETF SHS NEW | 12 | Q3 2023 | 15.6% |
ISHARES TR CORE S&P US GWT | 12 | Q3 2023 | 13.7% |
ISHARES TR CORE S&P US VLU | 12 | Q3 2023 | 11.6% |
FIRST TRUST CAPITAL STRENGTH ETF | 12 | Q3 2023 | 10.3% |
ISHARES TR CORE S&P MCP ETF | 12 | Q3 2023 | 4.5% |
VANGUARD TAX-EXEMPT BOND ETF | 12 | Q3 2023 | 4.1% |
PROSHARES TR | 12 | Q3 2023 | 4.1% |
FIRST TRUST DOW JONES GLOBAL SELECT DIVIDEND INDEX FUND | 12 | Q3 2023 | 2.6% |
ALPS INTERNATIONAL SECTOR DIVIDEND DOGS ETF | 12 | Q3 2023 | 2.2% |
View ForthRight Wealth Management, LLC's complete holdings history.
Latest filings
Type | Filed |
---|---|
13F-HR | 2024-04-23 |
13F-HR | 2024-01-23 |
13F-HR | 2023-10-24 |
13F-HR | 2023-07-17 |
13F-HR | 2023-04-18 |
13F-HR | 2023-01-18 |
13F-HR | 2022-10-17 |
13F-HR | 2022-07-15 |
13F-HR/A | 2022-04-19 |
13F-HR | 2022-04-14 |
View ForthRight Wealth Management, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.