Portfolio (Quarterly)
Guide ↗
Forthright Family Wealth Advisory LLC
· CIK 0002008648| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 21 | IJH | ISHARES TR | — | 4,560 | $277K | 0.19% | SOLD |
| 22 | BSX | BOSTON SCIENTIFIC CORP | Healthcare | 4,022 | $275K | 0.18% | SOLD |
| 23 | CDW | CDW CORP | Technology | 1,020 | $261K | 0.17% | SOLD |
| 24 | IJR | ISHARES TR | — | 2,345 | $259K | 0.17% | SOLD |
| 25 | UNH | UNITEDHEALTH GROUP INC | Healthcare | 518 | $256K | 0.17% | SOLD |
| 26 | ARCC | ARES CAPITAL CORP | Financial Services | 11,000 | $229K | 0.15% | SOLD |
| 27 | EWU | ISHARES TR | — | 6,060 | $207K | 0.14% | SOLD |
| 28 | EPP | ISHARES INC | — | 4,750 | $203K | 0.14% | SOLD |
| 29 | — | ISHARES TR | — | 8,640 | $201K | 0.14% | SOLD |
| 30 | — | CEL-SCI CORP | — | 16,500 | $32K | 0.02% | SOLD |
| 31 | — | ENVIVA INC | — | 20,025 | $9K | 0.01% | SOLD |
Sector Allocation
Technology
33.3%
Financial Services
31.7%
Consumer Defensive
15.8%
Communication Services
9.2%
Consumer Cyclical
8.0%
Industrials
1.9%