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Name: |
ForthRight Wealth Management LLC |
City: |
ALPHARETTA |
State: |
GA |
Zip: |
30022 |
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Holdings
Found :
7 |
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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 |
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PGR |
Progressive Corp |
27 |
New |
$213.19 |
$1,618,000 |
7,824 |
0.58% |
1,618,000 |
7,824 |
0.001 |
Property & Casualty I... |
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NVDA |
NVIDIA Corporation |
54 |
New |
$1,209.98 |
$269,000 |
298 |
0.1% |
269,000 |
298 |
0 |
Semiconductor - Speci... |
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VIG |
Vanguard Dividend Appreciat... |
55 |
New |
$181.51 |
$255,000 |
1,398 |
0.09% |
255,000 |
1,398 |
0 |
Closed - End Fund - Debt |
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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... |
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VTI |
Vanguard Total Stock Market... |
62 |
New |
$263.45 |
$217,000 |
836 |
0.08% |
217,000 |
836 |
0 |
Closed - End Fund - E... |
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GOOGL |
Alphabet Inc |
63 |
New |
$176.73 |
$214,000 |
1,420 |
0.08% |
214,000 |
1,420 |
0 |
Search Engines & Info... |
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CAT |
Caterpillar Inc |
64 |
New |
$328.29 |
$214,000 |
584 |
0.08% |
214,000 |
584 |
0 |
Farm & Construction M... |
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