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Anthony Austreng

@Forthright Wealth Management, Llc

Latest period2024 - Q4ReportedManaged Assets$299.999MTotal holdings60
Assets growth rate-0.12%Assets growth rate (2-Q avg)3.92%Continuous growth in asset value0 quarters

Portfolio positions

This chart displays the top 10 holdings in Forthright Wealth Management, Llc's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 60 positions.

Assets under management

The assets under management (AUM) of Forthright Wealth Management, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 299.999M in assets, with a quarterly growth rate of -0.12% and a 2-quarter average growth rate of 3.92%. The portfolio is managed by Anthony Austreng, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
CATCaterpillar Inc
Recent Activity
Exited
0%
$228,414
584 shares@ $391.12 avg price
IXUSIshares Tr
Recent Activity
Exited
0%
$216,447
2,980 shares@ $72.64 avg price
JNJJohnson & Johnson
Recent Activity
Exited
0%
$208,409
1,286 shares@ $162.06 avg price
KMBKimberly-clark Corp
Recent Activity
Exited
0%
$201,753
1,418 shares@ $142.28 avg price