ForthRight Wealth Management, LLC Portfolio Holdings
Q3 2025•69 long positions•$344.2M portfolio value
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Holding69 | Sector | Position↕ | Traded↕ | Ownership↕ | Shares Δ↕ | Shares Δ % | Market Cap↕ | Owned Since↕ |
|---|---|---|---|---|---|---|---|---|
ETF ETF | $49.3M 14.32% | +$666.3K Bought | — 80.5K shares | 79.4K → 80.5K +$666.3K | +1.37% | — — | Q4 2020 Held for 4y 11m | |
ETF ETF | $34.4M 9.99% | +$1.5M Bought | — 1.3M shares | 1.2M → 1.3M +$1.5M | +4.44% | — — | Q4 2021 Held for 3y 11m | |
ETF ETF | $30.0M 8.72% | +$825.4K Bought | — 300.1K shares | 291.9K → 300.1K +$825.4K | +2.83% | — — | Q4 2020 Held for 4y 11m | |
ETF ETF | $29.6M 8.6% | -$193.8K Sold | — 179.9K shares | 181.1K → 179.9K −$193.8K | -0.65% | — — | Q4 2020 Held for 4y 11m | |
ETF ETF | $26.3M 7.63% | +$707.0K Bought | — 941.5K shares | 916.1K → 941.5K +$707.0K | +2.77% | — — | Q4 2021 Held for 3y 11m | |
ETF ETF | $22.6M 6.57% | -$2.7M Sold | — 219.3K shares | 245.1K → 219.3K −$2.7M | -10.52% | — — | Q4 2020 Held for 4y 11m | |
ETF ETF | $21.3M 6.19% | +$643.9K Bought | — 272.8K shares | 264.5K → 272.8K +$643.9K | +3.12% | — — | Q1 2021 Held for 4y 8m | |
ETF ETF | $17.0M 4.95% | +$1.1M Bought | — 347.5K shares | 325.5K → 347.5K +$1.1M | +6.76% | — — | Q2 2023 Held for 2y 5m | |
ETF ETF | $14.5M 4.23% | +$1.1M Bought | — 326.3K shares | 301.7K → 326.3K +$1.1M | +8.16% | — — | Q4 2020 Held for 4y 11m | |
ETF ETF | $13.6M 3.96% | +$408.0K Bought | — 46.4K shares | 45.0K → 46.4K +$408.0K | +3.09% | — — | Q1 2023 Held for 2y 8m | |
ETF ETF | $7.7M 2.24% | +$864.5K Bought | — 154.0K shares | 136.7K → 154.0K +$864.5K | +12.63% | — — | Q4 2022 Held for 2y 11m | |
ETF ETF | $6.9M 2.0% | +$1.1M Bought | — 93.6K shares | 78.9K → 93.6K +$1.1M | +18.58% | — — | Q2 2025 Held for 5 months | |
ETF ETF | $5.8M 1.67% | +$69.5K Bought | — 86.4K shares | 85.4K → 86.4K +$69.5K | +1.22% | — — | Q4 2020 Held for 4y 11m | |
ETF ETF | $5.7M 1.64% | — | — 8.5K shares | — | — | — — | Q4 2020 Held for 4y 11m | |
ETF ETF | $5.5M 1.6% | -$236.6K Sold | — 141.2K shares | 147.3K → 141.2K −$236.6K | -4.13% | — — | Q3 2023 Held for 2y 2m | |
ETF ETF | $5.0M 1.46% | -$50.0K Sold | — 174.6K shares | 176.4K → 174.6K −$50.0K | -0.99% | — — | Q4 2020 Held for 4y 11m | |
ETF ETF | $4.8M 1.4% | +$27.1K Bought | — 135.7K shares | 134.9K → 135.7K +$27.1K | +0.56% | — — | Q4 2020 Held for 4y 11m | |
ETF ETF | $3.4M 0.984% | -$1.8K Sold | — 51.9K shares | 51.9K → 51.9K −$1.8K | -0.05% | — — | Q4 2020 Held for 4y 11m | |
Financial - Credit Services Financial Services | $3.0M 0.86% | +$7.5K Bought | 0.0% 8.7K shares | 8.7K → 8.7K +$7.5K | +0.25% | $662.60B Mega Cap | Q1 2021 Held for 4y 8m | |
Consumer Electronics Technology | $2.7M 0.784% | +$168.1K Bought | 0.0% 10.6K shares | 9.9K → 10.6K +$168.1K | +6.64% | $3.78T Mega Cap | Q4 2020 Held for 4y 11m | |
ETF ETF | $2.0M 0.572% | -$508.4K Sold | — 62.3K shares | 78.4K → 62.3K −$508.4K | -20.51% | — — | Q2 2023 Held for 2y 5m | |
Insurance - Property & Casualty Financial Services | $1.9M 0.542% | — | 0.001% 7.5K shares | — | — | $144.81B Large Cap | Q1 2024 Held for 1y 8m | |
Oil & Gas Refining & Marketing Energy | $1.9M 0.538% | — | 0.003% 9.6K shares | — | — | $58.6B Large Cap | Q4 2020 Held for 4y 11m | |
Home Improvement Consumer Cyclical | $1.8M 0.525% | -$4.1K Sold | 0.0% 4.5K shares | 4.5K → 4.5K −$4.1K | -0.22% | $403.32B Mega Cap | Q3 2021 Held for 4y 2m | |
ETF ETF | $1.7M 0.504% | -$218.6K Sold | — 18.5K shares | 20.9K → 18.5K −$218.6K | -11.19% | — — | Q4 2020 Held for 4y 11m | |
Household & Personal Products Consumer Defensive | $1.7M 0.48% | — | 0.0% 10.8K shares | — | — | $359.62B Mega Cap | Q4 2020 Held for 4y 11m | |
Regulated Electric Utilities | $1.3M 0.375% | -$1.3K Sold | 0.001% 13.6K shares | 13.6K → 13.6K −$1.3K | -0.1% | $104.25B Large Cap | Q4 2020 Held for 4y 11m | |
Software - Infrastructure Technology | $1.2M 0.342% | +$68.9K Bought | 0.0% 2.3K shares | 2.1K → 2.3K +$68.9K | +6.21% | $3.85T Mega Cap | Q4 2020 Held for 4y 11m | |
Information Technology Services Technology | $1.2M 0.342% | +$582.4K Bought | 0.0% 4.2K shares | 2.1K → 4.2K +$582.4K | +98.19% | $262.84B Mega Cap | Q1 2025 Held for 8 months | |
Oil & Gas Refining & Marketing Energy | $1.1M 0.329% | — | 0.012% 21.6K shares | — | — | $9.8B Mid Cap | Q4 2020 Held for 4y 11m | |
Specialty Retail Consumer Cyclical | $1.1M 0.329% | +$109.3K Bought | 0.0% 5.2K shares | 4.7K → 5.2K +$109.3K | +10.69% | $2.34T Mega Cap | Q1 2023 Held for 2y 8m | |
Internet Content & Information Communication Services | $1.1M 0.305% | +$20.5K Bought | 0.0% 4.3K shares | 4.2K → 4.3K +$20.5K | +1.99% | $2.95T Mega Cap | Q1 2023 Held for 2y 8m | |
ETF ETF | $1.0M 0.299% | -$1.7K Sold | — 8.5K shares | 8.5K → 8.5K −$1.7K | -0.16% | — — | Q2 2022 Held for 3y 5m | |
ETF ETF | $994.3K 0.289% | -$11.2K Sold | — 9.3K shares | 9.4K → 9.3K −$11.2K | -1.11% | — — | Q2 2022 Held for 3y 5m | |
Software - Application Technology | $843.7K 0.245% | — | — 30.3K shares | — | — | — — | Q3 2024 Held for 1y 2m | |
Insurance - Life Financial Services | $813.8K 0.236% | +$1.5K Bought | 0.001% 7.3K shares | 7.3K → 7.3K +$1.5K | +0.18% | $59.7B Large Cap | Q3 2023 Held for 2y 2m | |
Unknown Unknown | $812.1K 0.236% | — | — 3.0K shares | — | — | — — | Q2 2025 Held for 5 months | |
Integrated Freight & Logistics Industrials | $789.1K 0.229% | +$417.7 Bought | 0.001% 9.4K shares | 9.4K → 9.4K +$417.7 | +0.05% | $70.8B Large Cap | Q1 2021 Held for 4y 8m | |
ETF ETF | $785.0K 0.228% | -$1.2K Sold | — 14.2K shares | 14.2K → 14.2K −$1.2K | -0.15% | — — | Q1 2022 Held for 3y 8m | |
ETF ETF | $685.3K 0.199% | -$5.5K Sold | — 4.7K shares | 4.7K → 4.7K −$5.5K | -0.8% | — — | Q4 2020 Held for 4y 11m | |
Software - Infrastructure Technology | $646.3K 0.188% | — | 0.0% 2.3K shares | — | — | $801.76B Mega Cap | Q1 2023 Held for 2y 8m | |
Discount Stores Consumer Defensive | $622.8K 0.181% | -$10.3K Sold | 0.0% 6.0K shares | 6.1K → 6.0K −$10.3K | -1.63% | $821.68B Mega Cap | Q4 2020 Held for 4y 11m | |
Specialty Retail Consumer Cyclical | $586.6K 0.17% | -$61.7K Sold | 0.003% 4.2K shares | 4.7K → 4.2K −$61.7K | -9.51% | $19.3B Large Cap | Q4 2020 Held for 4y 11m | |
ETF ETF | $570.8K 0.166% | +$17.2K Bought | — 12.0K shares | 11.6K → 12.0K +$17.2K | +3.1% | — — | Q2 2025 Held for 5 months | |
Unknown Unknown | $550.3K 0.16% | +$61.5K Bought | — 2.6K shares | 2.3K → 2.6K +$61.5K | +12.58% | — — | Q1 2024 Held for 1y 8m | |
Medical - Distribution Healthcare | $465.8K 0.135% | -$38.6K Sold | 0.0% 603.0 shares | 653.0 → 603.0 −$38.6K | -7.66% | $96.1B Large Cap | Q1 2022 Held for 3y 8m | |
Semiconductors Technology | $454.8K 0.132% | +$37.3K Bought | 0.0% 2.4K shares | 2.2K → 2.4K +$37.3K | +8.94% | $4.54T Mega Cap | Q1 2024 Held for 1y 8m | |
Oil & Gas Integrated Energy | $428.5K 0.125% | +$18.7K Bought | 0.0% 3.8K shares | 3.6K → 3.8K +$18.7K | +4.57% | $480.68B Mega Cap | Q2 2022 Held for 3y 5m | |
ETF ETF | $412.4K 0.12% | +$121.4K Bought | — 12.9K shares | 9.1K → 12.9K +$121.4K | +41.69% | — — | Q2 2024 Held for 1y 5m | |
Insurance - Property & Casualty Financial Services | $394.5K 0.115% | -$15.9K Sold | 0.001% 1.4K shares | 1.5K → 1.4K −$15.9K | -3.88% | $62.9B Large Cap | Q1 2021 Held for 4y 8m |
