0001951757-24-000103.txt : 20240123
0001951757-24-000103.hdr.sgml : 20240123
20240123105705
ACCESSION NUMBER: 0001951757-24-000103
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20231231
FILED AS OF DATE: 20240123
DATE AS OF CHANGE: 20240123
EFFECTIVENESS DATE: 20240123
FILER:
COMPANY DATA:
COMPANY CONFORMED NAME: ForthRight Wealth Management, LLC
CENTRAL INDEX KEY: 0001841633
ORGANIZATION NAME:
IRS NUMBER: 473653275
STATE OF INCORPORATION: GA
FISCAL YEAR END: 1231
FILING VALUES:
FORM TYPE: 13F-HR
SEC ACT: 1934 Act
SEC FILE NUMBER: 028-20494
FILM NUMBER: 24550976
BUSINESS ADDRESS:
STREET 1: 5755 NORTH POINT PKWY
STREET 2: SUITE 47
CITY: ALPHARETTA
STATE: GA
ZIP: 30022
BUSINESS PHONE: (470) 395-4749
MAIL ADDRESS:
STREET 1: 5755 NORTH POINT PKWY
STREET 2: SUITE 47
CITY: ALPHARETTA
STATE: GA
ZIP: 30022
13F-HR
1
primary_doc.xml
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false
false
false
0001841633
XXXXXXXX
12-31-2023
12-31-2023
ForthRight Wealth Management, LLC
5755 NORTH POINT PKWY
SUITE 47
ALPHARETTA
GA
30022
13F HOLDINGS REPORT
028-20494
N
Anthony Austreng
Chief Compliance Officer
(470) 395-4749
Anthony Austreng
Alpharetta
GA
01-23-2024
0
59
258159130
false
INFORMATION TABLE
2
F_13F_ForthRight_Q42023.xml
VANGUARD ADMIRAL FDS INC
500 GRTH IDX F
921932505
255897
945
SH
SOLE
0
0
945
ALPHABET INC
CAP STK CL C
02079K107
701690
4979
SH
SOLE
0
0
4979
FIRST TR EXCHANGE-TRADED FD
CAP STRENGTH ETF
33733E104
2983205
37271
SH
SOLE
0
0
37271
FIRST TR EXCHNG TRADED FD VI
CBOE EQT BUFER
33740F847
313964
7385
SH
SOLE
0
0
7385
UNITED PARCEL SERVICE INC
CL B
911312106
1521010
9674
SH
SOLE
0
0
9674
HOME DEPOT INC
COM
437076102
2448826
7066
SH
SOLE
0
0
7066
APPLE INC
COM
037833100
2136505
11097
SH
SOLE
0
0
11097
MARATHON PETE CORP
COM
56585A102
1655549
11159
SH
SOLE
0
0
11159
PROCTER AND GAMBLE CO
COM
742718109
1575243
10750
SH
SOLE
0
0
10750
DOCGO INC
COM
256086109
1508668
269887
SH
SOLE
0
0
269887
HF SINCLAIR CORP
COM
403949100
1202868
21646
SH
SOLE
0
0
21646
SOUTHERN CO
COM
842587107
875502
12486
SH
SOLE
0
0
12486
MICROSOFT CORP
COM
594918104
828771
2204
SH
SOLE
0
0
2204
AMAZON COM INC
COM
023135106
730831
4810
SH
SOLE
0
0
4810
AFLAC INC
COM
001055102
602910
7308
SH
SOLE
0
0
7308
GENUINE PARTS CO
COM
372460105
578515
4177
SH
SOLE
0
0
4177
COCA COLA CO
COM
191216100
443214
7521
SH
SOLE
0
0
7521
TRAVELERS COMPANIES INC
COM
89417E109
392790
2062
SH
SOLE
0
0
2062
EXXON MOBIL CORP
COM
30231G102
372725
3728
SH
SOLE
0
0
3728
TRUIST FINL CORP
COM
89832Q109
371924
10074
SH
SOLE
0
0
10074
WALMART INC
COM
931142103
309309
1962
SH
SOLE
0
0
1962
MCKESSON CORP
COM
58155Q103
289825
626
SH
SOLE
0
0
626
HAVERTY FURNITURE COS INC
COM
419596101
248500
7000
SH
SOLE
0
0
7000
ORACLE CORP
COM
68389X105
242278
2298
SH
SOLE
0
0
2298
AGCO CORP
COM
001084102
237544
1957
SH
SOLE
0
0
1957
MOHAWK INDS INC
COM
608190104
232875
2250
SH
SOLE
0
0
2250
CHEVRON CORP NEW
COM
166764100
219400
1471
SH
SOLE
0
0
1471
BANK AMERICA CORP
COM
060505104
205783
6112
SH
SOLE
0
0
6112
JOHNSON & JOHNSON
COM
478160104
202978
1295
SH
SOLE
0
0
1295
AIM IMMUNOTECH INC
COM
00901B105
8798
20000
SH
SOLE
0
0
20000
VISA INC
COM CL A
92826C839
2290299
8797
SH
SOLE
0
0
8797
DUKE ENERGY CORP NEW
COM NEW
26441C204
352280
3630
SH
SOLE
0
0
3630
FIRST TR LRGE CP CORE ALPHA
COM SHS
33734K109
646116
7166
SH
SOLE
0
0
7166
ISHARES TR
CORE MSCI TOTAL
46432F834
240679
3707
SH
SOLE
0
0
3707
ISHARES TR
CORE S&P MCP ETF
464287507
3583642
12930
SH
SOLE
0
0
12930
ISHARES TR
CORE S&P TTL STK
464287150
809364
7691
SH
SOLE
0
0
7691
ISHARES TR
CORE S&P US GWT
464287671
21337033
204967
SH
SOLE
0
0
204967
ISHARES TR
CORE S&P US VLU
464287663
27787951
329514
SH
SOLE
0
0
329514
AMPLIFY ETF TR
CWP ENHANCED DIV
032108409
5475039
149796
SH
SOLE
0
0
149796
FIRST TR EXCHANGE TRADED FD
DJ GLBL DIVID
33734X200
3324696
149357
SH
SOLE
0
0
149357
VANGUARD BD INDEX FDS
INTERMED TERM
921937819
14139308
185118
SH
SOLE
0
0
185118
J P MORGAN EXCHANGE TRADED F
INTL BD OPP ETF
46641Q852
6410494
134139
SH
SOLE
0
0
134139
ISHARES TR
INTL EQTY FACTOR
46434V274
336752
12014
SH
SOLE
0
0
12014
ALPS ETF TR
INTL SEC DV DOG
00162Q718
3940009
131897
SH
SOLE
0
0
131897
VANGUARD INDEX FDS
MID CAP ETF
922908629
7832065
33666
SH
SOLE
0
0
33666
ISHARES TR
NATIONAL MUN ETF
464288414
3231893
29812
SH
SOLE
0
0
29812
ISHARES TR
PFD AND INCM SEC
464288687
6816341
218543
SH
SOLE
0
0
218543
SPDR SER TR
PRTFLO S&P500 VL
78464A508
632780
13570
SH
SOLE
0
0
13570
PROSHARES TR
RUSS 2000 DIVD
74347B698
4468528
68736
SH
SOLE
0
0
68736
ISHARES TR
RUSSELL 2000 ETF
464287655
323884
1614
SH
SOLE
0
0
1614
PROSHARES TR
S&P 500 DV ARIST
74348A467
33690164
353888
SH
SOLE
0
0
353888
VANGUARD INDEX FDS
S&P 500 ETF SHS
922908363
34144499
78170
SH
SOLE
0
0
78170
INVESCO EXCHANGE TRADED FD T
S&P500 EQL FIN
46137V340
2442936
41685
SH
SOLE
0
0
41685
HARTFORD FDS EXCHANGE TRADED
SHRT DURTN ETF
41653L602
1564087
40125
SH
SOLE
0
0
40125
VANGUARD MUN BD FDS
TAX EXEMPT BD
922907746
6617158
129621
SH
SOLE
0
0
129621
SPDR S&P 500 ETF TR
TR UNIT
78462F103
3701362
7787
SH
SOLE
0
0
7787
SCHWAB STRATEGIC TR
US DIVIDEND EQ
808524797
20721248
272182
SH
SOLE
0
0
272182
SCHWAB STRATEGIC TR
US SML CAP ETF
808524607
16972408
359280
SH
SOLE
0
0
359280
VANGUARD SCOTTSDALE FDS
VNG RUS1000GRW
92206C680
628218
8052
SH
SOLE
0
0
8052