Portfolio (Quarterly)
Guide ↗
ForthRight Wealth Management, LLC
· CIK 0001841633| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 1 | CVX | CHEVRON CORPORATION | Energy | 1,492 | $309K | 0.09% | SOLD |
| 2 | GLD | SPDR GOLD TR | Financial Services | 524 | $225K | 0.06% | SOLD |
| 3 | DUK | DUKE ENERGY CORP NEW | Utilities | 1,625 | $213K | 0.06% | SOLD |
| 4 | URNM | SPROTT FDS TR | — | 3,352 | $212K | 0.06% | SOLD |
| 5 | LMT | LOCKHEED MARTIN CORP | Industrials | 336 | $203K | 0.06% | SOLD |
| 6 | DCGO | DOCGO INC | Healthcare | 269,887 | $170K | 0.05% | SOLD |
Sector Allocation
Financial Services
37.4%
Technology
21.7%
Energy
12.8%
Consumer Cyclical
9.6%
Consumer Defensive
7.1%
Industrials
4.1%
Utilities
3.6%
Healthcare
2.1%
Communication Services
1.5%