| |
|
|
| Name: |
ForthRight Wealth Management LLC |
| City: |
ALPHARETTA |
| State: |
GA |
| Zip: |
30022 |
| |
|
|
| Achive
data |
| View
Filing Period: |
|
|
|
|
|
|
 |
Download |
|
|
| |
| |
|
Free Registration Required For Full Results
|
|
|
| Holdings
Found :
19 |
|
View All Holdings |
Currently
Viewing:
Unchanged Positions |
|
|
Page 1 of 1 |
Menu
 |
Ticker |
Company Name |
Position
Rank |
New/Closed
Postion |
Last
Close |
Value |
Shares Held |
% of
Portfolio |
Value
Change |
Change In
Shares Held |
% of Company |
Industry |
|
MPC |
Marathon Petroleum Corp |
23 |
- |
$174.77 |
$2,249,000 |
11,159 |
0.81% |
593,000 |
0 |
0.002 |
Oil & Gas Refining, P... |
|
|
DINO |
Hf Sinclair Corp |
29 |
- |
$56.99 |
$1,307,000 |
21,646 |
0.47% |
104,000 |
0 |
0.01 |
N/A |
|
|
DCGO |
DocGo Inc |
30 |
- |
$3.20 |
$1,090,000 |
269,887 |
0.39% |
-419,000 |
0 |
0.216 |
N/A |
|
|
AMZN |
Amazon.com Inc |
33 |
- |
$183.63 |
$868,000 |
4,810 |
0.31% |
137,000 |
0 |
0 |
Internet Software & S... |
|
|
GOOG |
Alphabet Inc |
35 |
- |
$175.43 |
$758,000 |
4,979 |
0.27% |
56,000 |
0 |
0 |
Search Engines & Info... |
|
|
FEX |
First Trust Large Cap Core ... |
36 |
- |
$98.40 |
$711,000 |
7,166 |
0.26% |
65,000 |
0 |
0.051 |
Closed - End Fund - Debt |
|
|
VONG |
Vanguard Russell 1000 Growt... |
37 |
- |
$88.22 |
$698,000 |
8,052 |
0.25% |
70,000 |
0 |
0.001 |
N/A |
|
|
GPC |
Genuine Parts Co |
39 |
- |
$154.10 |
$647,000 |
4,177 |
0.23% |
68,000 |
0 |
0.003 |
Auto Parts Wholesale |
|
|
AFL |
AFLAC Inc |
40 |
- |
$87.14 |
$627,000 |
7,308 |
0.23% |
24,000 |
0 |
0.001 |
Life & Health Insurance |
|
|
KO |
Coca-Cola Co |
41 |
- |
$63.32 |
$460,000 |
7,521 |
0.17% |
17,000 |
0 |
0 |
Beverage Soft Drinks... |
|
|
XOM |
Exxon Mobil Corp |
42 |
- |
$117.87 |
$433,000 |
3,728 |
0.16% |
60,000 |
0 |
0 |
Integrated Oil & Gas |
|
|
BBT |
Truist Financial Corp |
44 |
- |
$35.64 |
$393,000 |
10,074 |
0.14% |
21,000 |
0 |
0.001 |
Domestic Regional Banks |
|
|
INTF |
Ishares Factorselect Msci I... |
45 |
- |
$30.42 |
$358,000 |
12,014 |
0.13% |
21,000 |
0 |
0.031 |
N/A |
|
|
MCK |
McKesson Corp |
48 |
- |
$531.10 |
$336,000 |
626 |
0.12% |
46,000 |
0 |
0 |
Drugs Wholesale |
|
|
FNOV |
Ft Cboe Vest Us Equity Buff... |
49 |
- |
$0.00 |
$330,000 |
7,385 |
0.12% |
16,000 |
0 |
0.082 |
N/A |
|
|
ORCL |
Oracle Corp |
52 |
- |
$122.16 |
$289,000 |
2,298 |
0.1% |
47,000 |
0 |
0 |
Application Software |
|
|
IXUS |
Ishares Core Msci Total Int... |
57 |
- |
$69.76 |
$252,000 |
3,707 |
0.09% |
11,000 |
0 |
0 |
N/A |
|
|
HVT |
Haverty Furniture Companies... |
59 |
- |
$29.54 |
$239,000 |
7,000 |
0.09% |
-10,000 |
0 |
0.04 |
Home Furnishing Stores |
|
|
JNJ |
Johnson & Johnson |
65 |
- |
$154.28 |
$205,000 |
1,295 |
0.07% |
2,000 |
0 |
0 |
Drug Manufacturers - ... |
|
