WEALTH FORWARD, LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | ALRS | 50K | $1.11M |
 | USB | 36K | $1.74M |
 | AAPL | 13K | $3.34M |
 | DVN | 7K | $258.04K |
 | DKNG | 7K | $272.72K |
 | KRRO | 5K | $239.88K |
 | OTTR | 4K | $347.39K |
 | TGT | 3K | $309.82K |
 | MSFT | 2K | $1.27M |
 | BRK-B | 2K | $1.20M |
 | NVDA | 2K | $377.08K |
 | AMZN | 1K | $224.40K |
 | UNH | 1K | $349.44K |
 | GE | 740 | $222.61K |
 | TSLA | 602 | $267.72K |
Alerus Financial Corporation
ALRS
Shares Held
50K
Value
$1.11M
U.S. Bancorp
USB
Shares Held
36K
Value
$1.74M
Apple Inc.
AAPL
Shares Held
13K
Value
$3.34M
Devon Energy Corporation
DVN
Shares Held
7K
Value
$258.04K
DraftKings Inc.
DKNG
Shares Held
7K
Value
$272.72K
Korro Bio, Inc.
KRRO
Shares Held
5K
Value
$239.88K
Otter Tail Corporation
OTTR
Shares Held
4K
Value
$347.39K
Target Corporation
TGT
Shares Held
3K
Value
$309.82K
Microsoft Corporation
MSFT
Shares Held
2K
Value
$1.27M
Berkshire Hathaway Inc.
BRK-B
Shares Held
2K
Value
$1.20M
NVIDIA Corporation
NVDA
Shares Held
2K
Value
$377.08K
Amazon.com, Inc.
AMZN
Shares Held
1K
Value
$224.40K
UnitedHealth Group Incorporated
UNH
Shares Held
1K
Value
$349.44K
GE Aerospace
GE
Shares Held
740
Value
$222.61K
Tesla, Inc.
TSLA
Shares Held
602
Value
$267.72K