Wealth Forward, LLC Top Holdings and 13F Report (2024) → $1,500 to $9,400 in one month? (A.I. Trade List) (From Prosper Trading Academy) (Ad) About Wealth Forward, LLCInvestment ActivityWealth Forward, LLC has $127.03 million in total holdings as of March 31, 2024.Wealth Forward, LLC owns shares of 31 different stocks, but just 8 companies or ETFs make up 80% of its holdings.Approximately 2.82% of the portfolio was purchased this quarter.About 0.27% of the portfolio was sold this quarter.This quarter, Wealth Forward, LLC has purchased 30 new stocks and bought additional shares in 15 stocks.Wealth Forward, LLC sold shares of 4 stocks and completely divested from 1 stock this quarter.Largest Holdings Invesco S&P 500 Equal Weight ETF $21,251,729Schwab Fundamental U.S. Small Company Index ETF $17,085,819Vanguard FTSE Developed Markets ETF $15,066,789iShares S&P 100 ETF $11,664,688Schwab Fundamental U.S. Large Company Index ETF $11,588,441 Largest New Holdings this Quarter iShares U.S. Financial Services ETF $209,840 HoldingiShares Core MSCI EAFE ETF $209,746 Holding Largest Purchases this Quarter Vanguard FTSE Developed Markets ETF 12,838 shares (about $644.08K)Schwab Fundamental U.S. Small Company Index ETF 10,472 shares (about $597.22K)iShares TIPS Bond ETF 3,660 shares (about $393.12K)Schwab Fundamental U.S. Large Company Index ETF 4,277 shares (about $288.23K)iShares S&P 100 ETF 1,071 shares (about $264.98K) Largest Sales this Quarter iShares Core Moderate Allocation ETF 512 shares (about $21.90K)Apple 112 shares (about $19.21K)iShares MSCI Emerging Markets ETF 389 shares (about $15.98K)Devon Energy 92 shares (about $4.62K) Sector Allocation Over TimeMap of 500 Largest Holdings ofWealth Forward, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorRSPInvesco S&P 500 Equal Weight ETF$21,251,729$17,276 ▲0.1%125,47516.7%ETFFNDASchwab Fundamental U.S. Small Company Index ETF$17,085,819$597,217 ▲3.6%299,59413.4%ETFVEAVanguard FTSE Developed Markets ETF$15,066,789$644,082 ▲4.5%300,31511.9%ETFOEFiShares S&P 100 ETF$11,664,688$264,977 ▲2.3%47,1479.2%ETFFNDXSchwab Fundamental U.S. Large Company Index ETF$11,588,441$288,227 ▲2.6%171,9619.1%ETFTIPiShares TIPS Bond ETF$10,746,680$393,120 ▲3.8%100,0538.5%ETFBSVVanguard Short-Term Bond ETF$9,072,240$250,635 ▲2.8%118,3287.1%ETFAORiShares Core Growth Allocation ETF$5,769,917$74,598 ▲1.3%103,6454.5%ETFHYGiShares iBoxx $ High Yield Corporate Bond ETF$4,956,306$141,857 ▲2.9%63,7633.9%ETFFNDESchwab Fundamental Emerging Markets Large Company Index ETF$4,336,744$173,083 ▲4.2%156,2233.4%ETFAAPLApple$2,012,661$19,206 ▼-0.9%11,7371.6%Computer and TechnologyUSBU.S. Bancorp$1,609,7810.0%36,0131.3%FinanceAOAiShares Core Aggressive Allocation ETF$1,507,326$164,624 ▲12.3%20,5191.2%ETFALRSAlerus Financial$1,211,1070.0%55,4791.0%Financial ServicesBKLCBNY Mellon US Large Cap Core Equity ETF$1,188,818$14,671 ▲1.2%11,9120.9%ETFBRK.BBerkshire Hathaway$1,047,936$129,941 ▲14.2%2,4920.8%FinanceMSFTMicrosoft$852,7990.0%2,0270.7%Computer and TechnologyVOOVanguard S&P 500 ETF$690,7660.0%1,4370.5%ETFUNHUnitedHealth Group$626,7850.0%1,2670.5%MedicalAOKiShares Core Conservative Allocation ETF$601,463$4,419 ▲0.7%16,3330.5%ETFTGTTarget$546,5160.0%3,0840.4%Retail/WholesaleEEMiShares MSCI Emerging Markets ETF$516,221$15,980 ▼-3.0%12,5660.4%FinanceAOMiShares Core Moderate Allocation ETF$514,002$21,903 ▼-4.1%12,0150.4%ETFVTIVanguard Total Stock Market ETF$483,674$2,339 ▲0.5%1,8610.4%ETFKRESPDR S&P Regional Banking ETF$400,8320.0%7,9720.3%ETFOTTROtter Tail$366,1630.0%4,2380.3%UtilitiesDKNGDraftKings$334,6720.0%7,3700.3%Consumer DiscretionaryDVNDevon Energy$322,808$4,617 ▼-1.4%6,4330.3%Oils/EnergyISTBiShares Core 1-5 Year USD Bond ETF$239,1920.0%5,0420.2%ManufacturingIYGiShares U.S. Financial Services ETF$209,840$209,840 ▲New Holding3,1650.2%ETFIEFAiShares Core MSCI EAFE ETF$209,746$209,746 ▲New Holding2,8260.2%ETFFNDFSchwab Fundamental International Large Company Index ETF$0$281,274 ▼-100.0%00.0%ETFShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data: SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools: Best-in-Class Portfolio Monitoring View the latest news, buy/sell ratings, SEC filings and insider transactions for your stocks. Compare your portfolio performance to leading indices and get personalized stock ideas based on your portfolio. Stock Ideas and Recommendations Get daily stock ideas from top-performing Wall Street analysts. Get short term trading ideas from the MarketBeat Idea Engine. View which stocks are hot on social media with MarketBeat's trending stocks report. Advanced Stock Screeners and Research Tools Identify stocks that meet your criteria using seven unique stock screeners. See what's happening in the market right now with MarketBeat's real-time news feed. 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