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  Name: ForthRight Wealth Management LLC
  City: ALPHARETTA
  State: GA
  Zip: 30022
   
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $278,616,000
  Total Value Change : $20,455,000
  Securities Held Change : 7
   
All Securities Held : 66
  New Positions : 7
  Closed Positions : 0
  Increased Positions : 18
  Unchanged Positions : 20
  Decreased Positions : 21

                  Consumer Discretionary Consumer Staples Financials Health Care Industrials Information Technology Basic Materials Conglomerates Energy Utilities
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Holdings Found : 7     View All Holdings Currently Viewing:  New Positions     Page 1 of 1
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Ticker Company Name Position
Rank
New/Closed
Postion
Last
Close
    Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
   % of Company    Industry
   (PGR)1 Year Chart         PGR Progressive Corp 27 New $213.19 $1,618,000 7,824 0.58% 1,618,000 7,824 0.001    Property & Casualty I...
   (NVDA)1 Year Chart         NVDA NVIDIA Corporation 54 New $1,209.98 $269,000 298 0.1% 269,000 298 0    Semiconductor - Speci...
   (VIG)1 Year Chart         VIG Vanguard Dividend Appreciat... 55 New $181.51 $255,000 1,398 0.09% 255,000 1,398 0    Closed - End Fund - Debt
   (OEF)1 Year Chart         OEF iShares S&P 100 Index 56 New $257.59 $252,000 1,020 0.09% 252,000 1,020 0.002    Closed - End Fund - E...
   (VTI)1 Year Chart         VTI Vanguard Total Stock Market... 62 New $263.45 $217,000 836 0.08% 217,000 836 0    Closed - End Fund - E...
   (GOOGL)1 Year Chart         GOOGL Alphabet Inc 63 New $176.73 $214,000 1,420 0.08% 214,000 1,420 0    Search Engines & Info...
   (CAT)1 Year Chart         CAT Caterpillar Inc 64 New $328.29 $214,000 584 0.08% 214,000 584 0    Farm & Construction M...

      7 Records Found
  1    
Page 1 of 1
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