The Analysis of Wealth Forward, LLC's Holdings
Currently, Wealth Forward, LLC holds 43 types of securities in its portfolio with a total value $177.0M. In the most recent quarter, they have increased their positions in MSFT (+781 shares, valued at $377.7K), N/A (+1.1K shares, valued at $333.6K), META (+490 shares, valued at $323.4K); decreased their positions in N/A (-1.2K shares, valued at $223.5K), KRE (-1.7K shares, valued at $109.1K), AOR (-1.1K shares, valued at $72.2K); initiated new positions in N/A (+1.1K shares, valued at $333.6K), META (+490 shares, valued at $323.4K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
OEF ISHARES TR59.2K shares-0.27%2025-12-312026-01-30
FNDA SCHWAB STRATEGIC TR587.5K shares1.13%2025-12-312026-01-30 VEA VANGUARD TAX-MANAGED FDS260.8K shares1.20%2025-12-312026-01-30 FNDX SCHWAB STRATEGIC TR548.5K shares0.40%2025-12-312026-01-30 IGSB ISHARES TR204.1K shares1.18%2025-12-312026-01-30 TIP ISHARES TR92.7K shares1.42%2025-12-312026-01-30 ILCB ISHARES TR98.3K shares1.19%2025-12-312026-01-30 BKAG BNY MELLON ETF TRUST204.1K shares2.07%2025-12-312026-01-30 BKIE BNY MELLON ETF TRUST69.9K shares1.65%2025-12-312026-01-30 FNDE SCHWAB STRATEGIC TR176.3K shares0.88%2025-12-312026-01-30 AOR ISHARES TR86.6K shares-1.27%2025-12-312026-01-30 SPHY SPDR SERIES TRUST231.3K shares1.63%2025-12-312026-01-30 BKLC BNY MELLON ETF TRUST35.4K shares-0.10%2025-12-312026-01-30 AAPL APPLE INC13.4K shares1.92%2025-12-312026-01-30 AOA ISHARES TR26.0K shares3.11%2025-12-312026-01-30 USB US BANCORP DEL36.0K shares0.00%2025-12-312026-01-30 MSFT MICROSOFT CORP3.2K shares31.86%2025-12-312026-01-30 ALRS ALERUS FINL CORP50.3K shares0.00%2025-12-312026-01-30 BSV VANGUARD BD INDEX FDS9.0K shares-1.12%2025-12-312026-01-30 AOK ISHARES TR15.4K shares-8.20%2025-12-312026-01-30 NVDA NVIDIA CORPORATION2.9K shares42.55%2025-12-312026-01-30 AOM ISHARES TR11.2K shares25.19%2025-12-312026-01-30 EEM ISHARES TR7.2K shares0.00%2025-12-312026-01-30 KRE SPDR SERIES TRUST5.4K shares-23.66%2025-12-312026-01-30 OTTR OTTER TAIL CORP4.2K shares0.00%2025-12-312026-01-30 UNH UNITEDHEALTH GROUP INC1.0K shares1.28%2025-12-312026-01-30 TGT TARGET CORP3.5K shares0.14%2025-12-312026-01-30 ALPHABET INC ALPHABET INC1.1K sharesnew addition2025-12-312026-01-30 VTI VANGUARD INDEX FDS976 shares1.35%2025-12-312026-01-30 META META PLATFORMS INC490 sharesnew addition2025-12-312026-01-30 AMZN AMAZON COM INC1.3K shares29.75%2025-12-312026-01-30 TSLA TESLA INC651 shares8.14%2025-12-312026-01-30 IYG ISHARES TR3.2K shares0.00%2025-12-312026-01-30 FNDF SCHWAB STRATEGIC TR5.7K shares9.33%2025-12-312026-01-30 DVN DEVON ENERGY CORP NEW7.0K shares-4.80%2025-12-312026-01-30 IEFA ISHARES TR2.8K shares0.00%2025-12-312026-01-30 ISTB ISHARES TR5.0K shares0.00%2025-12-312026-01-30 HYG ISHARES TR2.7K shares0.00%2025-12-312026-01-30 IVW ISHARES TR1.7K shares0.00%2025-12-312026-01-30 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available