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| Name: |
Forthright Family Wealth Advisory LLC |
| City: |
HOUSTON |
| State: |
TX |
| Zip: |
77024 |
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data |
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Filing Period: |
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| Holdings
Found :
7 |
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Unchanged Positions |
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Page 1 of 1 |
Menu
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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 |
|
PM |
Philip Morris International... |
29 |
- |
$100.23 |
$916,000 |
10,002 |
0.61% |
-25,000 |
0 |
0.001 |
Cigarettes & Other To... |
|
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BSX |
Boston Scientific Corp |
50 |
- |
$75.67 |
$275,000 |
4,022 |
0.18% |
42,000 |
0 |
0 |
Medical Instruments &... |
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PGR |
Progressive Corp |
52 |
- |
$209.38 |
$264,000 |
1,277 |
0.18% |
61,000 |
0 |
0 |
Property & Casualty I... |
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CDW |
Cdw Corp |
53 |
- |
$230.38 |
$261,000 |
1,020 |
0.18% |
29,000 |
0 |
0.001 |
Catalog & Mail Order ... |
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ARCC |
Ares Capital Corp |
57 |
- |
$21.46 |
$229,000 |
11,000 |
0.15% |
9,000 |
0 |
0.003 |
Closed - End Fund - Debt |
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MO |
Altria Group Inc |
58 |
- |
$46.33 |
$218,000 |
5,000 |
0.15% |
16,000 |
0 |
0 |
Cigarettes & Other To... |
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CVM |
Cel Sci Corp |
61 |
- |
$1.31 |
$32,000 |
16,500 |
0.02% |
-13,000 |
0 |
0.043 |
Biotechnology |
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