Portfolio (Quarterly)
Guide ↗
ForthRight Wealth Management, LLC
· CIK 0001841633| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 61 | OEF | ISHARES TR | — | 804.0 | $276K | 0.08% | NEW | — | $342.97 | +8.6% |
| 62 | JNJ | JOHNSON & JOHNSON | Healthcare | 1,298.0 | $269K | 0.08% | NEW | — | $206.96 | +12.1% |
| 63 | IVV | ISHARES TR | — | 386.0 | $264K | 0.08% | NEW | — | $684.94 | +9.8% |
| 64 | CAT | CATERPILLAR INC | Industrials | 421.0 | $241K | 0.07% | NEW | — | $572.87 | +57.9% |
| 65 | DCGO | DOCGO INC | Healthcare | 269,887.0 | $237K | 0.07% | NEW | — | $0.88 | -29.0% |
| 66 | MHK | MOHAWK INDS INC | Consumer Cyclical | 2,150.0 | $235K | 0.07% | NEW | — | $109.30 | -3.2% |
| 67 | CVX | CHEVRON CORP NEW | Energy | 1,492.0 | $227K | 0.07% | NEW | — | $152.39 | +20.5% |
| 68 | AXP | AMERICAN EXPRESS CO | Financial Services | 582.0 | $215K | 0.06% | NEW | — | $370.24 | -15.4% |
| 69 | AGCO | AGCO CORP | Industrials | 2,050.0 | $214K | 0.06% | NEW | — | $104.30 | +8.6% |
| 70 | GLD | SPDR GOLD TR | Financial Services | 537.0 | $213K | 0.06% | NEW | — | $396.31 | +2.9% |
| 71 | SPMD | SPDR SERIES TRUST | — | 3,499.0 | $203K | 0.06% | NEW | — | $57.91 | +12.7% |
① Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.
Sector Allocation
Financial Services
38.0%
Technology
20.3%
Consumer Cyclical
9.7%
Energy
9.7%
Consumer Defensive
6.6%
Communication Services
5.1%
Industrials
4.1%
Utilities
3.5%
Healthcare
3.0%