test

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
DCGODocgo Inc
Recent Activity
0.39%
$1.144M
269,887 shares@ $4.25 avg price
AMZNAmazon Com Inc
Recent Activity
Decreased -2.46%
0.35%
$1.024M
4,667 shares@ $219.39 avg price
MSFTMicrosoft Corp
Recent Activity
Decreased -0.96%
0.31%
$909,293
2,157 shares@ $421.56 avg price
GOOGAlphabet Inc
Recent Activity
0.31%
$906,304
4,759 shares@ $190.45 avg price
VONGVanguard Scottsdale Fds
Recent Activity
0.28%
$827,345
8,009 shares@ $103.31 avg price
DINOHf Sinclair Corp
Recent Activity
0.26%
$758,692
21,646 shares@ $35.05 avg price
AFLAflac Inc
Recent Activity
Decreased -5.94%
0.26%
$751,277
7,263 shares@ $103.44 avg price
ITOTIshares Tr
Recent Activity
Decreased -11.23%
0.23%
$668,805
5,200 shares@ $128.62 avg price
SPYVSpdr Ser Tr
Recent Activity
Increased 0.03%
0.23%
$663,387
12,972 shares@ $51.14 avg price
GPCGenuine Parts Co
Recent Activity
Increased 11.98%
0.19%
$546,087
4,677 shares@ $116.77 avg price