Wealth Forward, LLC
Top Portfolio Positions
15 positions ·
$11,937,016 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
13,268 | $3,367,285 | 28.21% | |
| USB |
US Bancorp De
Financial Services
|
35,965 | $1,870,539 | 15.67% | |
| MSFT |
Microsoft Corp
Technology
|
3,253 | $1,204,163 | 10.09% | |
| ALRS |
Alerus Financial Corp
Financial Services
|
50,279 | $1,192,115 | 9.99% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
2,431 | $1,164,935 | 9.76% | |
| NVDA |
Nvidia Corp
Technology
|
2,892 | $504,364 | 4.23% | |
| TGT |
Target Corp
Consumer Defensive
|
3,459 | $419,230 | 3.51% | |
| OTTR |
Otter Tail Corp
Industrials
|
4,238 | $371,969 | 3.12% | |
| DVN |
Devon Energy Corp/De
Energy
|
6,890 | $346,704 | 2.90% | |
| META |
Meta Platforms, Inc.
Communication Services
|
496 | $283,776 | 2.38% |
Portfolio Trend
10 quarters · across all stocks
Holdings in ALRS
Shares Held
Position Value (USD)
10 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,192,115 | 50,279 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $1,132,283 | 50,279 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $1,113,177 | 50,279 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $1,088,037 | 50,279 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $928,150 | 50,279 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $967,367 | 50,279 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $1,150,383 | 50,279 | Shares | Sole | 2024-10-28 | |
| 2024-06-30 | $1,087,943 | 55,479 | Shares | Sole | 2024-07-19 | |
| 2024-03-31 | $1,211,106 | 55,479 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $1,242,174 | 55,479 | Shares | Sole | 2024-02-21 | |
| No 13F history on record for this holder in this stock. | ||||||