13F HOLDINGS REPORT
ForthRight Wealth Management, LLC
Quarter ended Q1 2025 · Filed April 15, 2025 · Accession 0001951757-25-000372
Total Value
$298.9M
Positions
65
Other Managers
0
Confidential Omitted
No
Holdings (65)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | VANGUARD INDEX FDS | 922908363 | 76,499 | $39.3M | 13.15% |
| 2 | PROSHARES TR | 74348A467 | 342,040 | $34.9M | 11.69% |
| 3 | SCHWAB STRATEGIC TR | 808524797 | 1,059,480 | $29.6M | 9.91% |
| 4 | ISHARES TR | 464287663 | 285,937 | $26.4M | 8.83% |
| 5 | ISHARES TR | 464287671 | 174,753 | $22.2M | 7.43% |
| 6 | VANGUARD BD INDEX FDS | 921937819 | 273,928 | $21.0M | 7.02% |
| 7 | SCHWAB STRATEGIC TR | 808524607 | 838,818 | $19.7M | 6.58% |
| 8 | J P MORGAN EXCHANGE TRADED F | 46641Q852 | 303,646 | $14.5M | 4.86% |
| 9 | VANGUARD INDEX FDS | 922908629 | 41,552 | $10.7M | 3.60% |
| 10 | HARTFORD FDS EXCHANGE TRADED | 41653L602 | 202,324 | $7.9M | 2.63% |
| 11 | VANGUARD MUN BD FDS | 922907746 | 149,160 | $7.4M | 2.48% |
| 12 | AMPLIFY ETF TR | 032108409 | 143,309 | $5.8M | 1.95% |
| 13 | SPDR S&P 500 ETF TR | SPY | 8,444 | $4.7M | 1.58% |
| 14 | PROSHARES TR | 74347B698 | 68,559 | $4.5M | 1.50% |
| 15 | ALPS ETF TR | 00162Q718 | 124,483 | $3.9M | 1.32% |
| 16 | FIRST TR EXCHANGE TRADED FD | 33734X200 | 146,238 | $3.5M | 1.18% |
| 17 | VISA INC | V | 8,651 | $3.0M | 1.01% |
| 18 | ISHARES TR | 464287507 | 51,039 | $3.0M | 1.00% |
| 19 | ISHARES TR | 464288687 | 88,754 | $2.7M | 0.91% |
| 20 | INVESCO EXCHANGE TRADED FD T | IVZ | 31,678 | $2.3M | 0.77% |
| 21 | APPLE INC | AAPL | 9,911 | $2.2M | 0.74% |
| 22 | HOME DEPOT INC | HD | 5,853 | $2.1M | 0.72% |
| 23 | PROGRESSIVE CORP | 743315103 | 7,548 | $2.1M | 0.71% |
| 24 | FIRST TR EXCHANGE-TRADED FD | 33733E104 | 22,087 | $2.0M | 0.66% |
| 25 | PROCTER AND GAMBLE CO | 742718109 | 10,761 | $1.8M | 0.61% |
| 26 | ISHARES TR | 464288414 | 14,740 | $1.6M | 0.52% |
| 27 | MARATHON PETE CORP | MARA | 10,302 | $1.5M | 0.50% |
| 28 | IBOTTA INC | IBTA | 34,596 | $1.5M | 0.49% |
| 29 | SOUTHERN CO | SOMN | 13,875 | $1.3M | 0.43% |
| 30 | UNITED PARCEL SERVICE INC | UPS | 9,442 | $1.0M | 0.35% |
| 31 | AMAZON COM INC | AMZN | 4,687 | $891,749 | 0.30% |
| 32 | AFLAC INC | AFL | 7,263 | $807,564 | 0.27% |
| 33 | MICROSOFT CORP | MSFT | 2,142 | $804,190 | 0.27% |
| 34 | VANGUARD SCOTTSDALE FDS | 92206C680 | 8,077 | $749,501 | 0.25% |
| 35 | ALPHABET INC | GOOG | 4,624 | $722,408 | 0.24% |
| 36 | DOCGO INC | DCGO | 269,887 | $712,502 | 0.24% |
| 37 | HF SINCLAIR CORP | DINO | 21,646 | $711,720 | 0.24% |
| 38 | SPDR SER TR | 78464A508 | 12,974 | $662,571 | 0.22% |
| 39 | ISHARES TR | 464287150 | 4,741 | $578,483 | 0.19% |
| 40 | GENUINE PARTS CO | GPC | 4,677 | $557,218 | 0.19% |
| 41 | WALMART INC | WMT | 6,119 | $537,164 | 0.18% |
| 42 | VANGUARD SPECIALIZED FUNDS | 921908844 | 2,265 | $439,387 | 0.15% |
| 43 | EXXON MOBIL CORP | XOM | 3,634 | $432,192 | 0.14% |
| 44 | TRAVELERS COMPANIES INC | TRV | 1,546 | $408,855 | 0.14% |
| 45 | MCKESSON CORP | MCK | 551 | $370,817 | 0.12% |
| 46 | FIRST TR EXCHNG TRADED FD VI | 33740F847 | 7,365 | $343,729 | 0.11% |
| 47 | ORACLE CORP | ORCL-PD | 2,298 | $321,283 | 0.11% |
| 48 | FIRST TR LRGE CP CORE ALPHA | 33734K109 | 3,103 | $317,933 | 0.11% |
| 49 | TRUIST FINL CORP | 89832Q109 | 7,614 | $313,301 | 0.10% |
| 50 | ISHARES TR | 46434V274 | 9,872 | $304,452 | 0.10% |
| 51 | COCA COLA CO | KO | 4,197 | $300,555 | 0.10% |
| 52 | FIRST TR EXCHNG TRADED FD VI | 33740F748 | 6,035 | $278,688 | 0.09% |
| 53 | ISHARES TR | 464287101 | 964 | $261,080 | 0.09% |
| 54 | CHEVRON CORP NEW | CVX | 1,492 | $249,566 | 0.08% |
| 55 | MOHAWK INDS INC | 608190104 | 2,150 | $245,487 | 0.08% |
| 56 | MCDONALDS CORP | MCD | 777 | $242,769 | 0.08% |
| 57 | NVIDIA CORPORATION | NVDA | 2,238 | $242,502 | 0.08% |
| 58 | VANGUARD ADMIRAL FDS INC | 921932505 | 707 | $236,477 | 0.08% |
| 59 | SCHWAB STRATEGIC TR | 808524300 | 9,122 | $228,415 | 0.08% |
| 60 | ISHARES TR | 464287655 | 1,133 | $225,954 | 0.08% |
| 61 | SPDR SER TR | 78464A847 | 4,149 | $212,343 | 0.07% |
| 62 | INTERNATIONAL BUSINESS MACHS | INTR | 851 | $211,610 | 0.07% |
| 63 | JOHNSON & JOHNSON | JNJ | 1,266 | $209,953 | 0.07% |
| 64 | ISHARES TR | 46432F834 | 2,956 | $206,326 | 0.07% |
| 65 | KIMBERLY-CLARK CORP | KMB | 1,418 | $201,668 | 0.07% |