WEALTH FORWARD, LLC
Latest 13F filing data - Q4 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | ALRS | 50K | $1.13M |
 | USB | 36K | $1.92M |
 | AAPL | 13K | $3.64M |
 | DKNG | 9K | $318.79K |
 | DVN | 7K | $256.67K |
 | OTTR | 4K | $342.47K |
 | TGT | 3K | $338.12K |
 | MSFT | 3K | $1.56M |
 | NVDA | 3K | $537.31K |
 | BRK-B | 2K | $1.21M |
 | AMZN | 1K | $306.07K |
 | GOOG | 1K | $333.57K |
 | UNH | 1K | $338.36K |
 | TSLA | 651 | $292.77K |
 | META | 490 | $323.44K |
Alerus Financial Corporation
ALRS
Shares Held
50K
Value
$1.13M
U.S. Bancorp
USB
Shares Held
36K
Value
$1.92M
Apple Inc.
AAPL
Shares Held
13K
Value
$3.64M
DraftKings Inc.
DKNG
Shares Held
9K
Value
$318.79K
Devon Energy Corporation
DVN
Shares Held
7K
Value
$256.67K
Otter Tail Corporation
OTTR
Shares Held
4K
Value
$342.47K
Target Corporation
TGT
Shares Held
3K
Value
$338.12K
Microsoft Corporation
MSFT
Shares Held
3K
Value
$1.56M
NVIDIA Corporation
NVDA
Shares Held
3K
Value
$537.31K
Berkshire Hathaway Inc.
BRK-B
Shares Held
2K
Value
$1.21M
Amazon.com, Inc.
AMZN
Shares Held
1K
Value
$306.07K
Alphabet Inc.
GOOG
Shares Held
1K
Value
$333.57K
UnitedHealth Group Incorporated
UNH
Shares Held
1K
Value
$338.36K
Tesla, Inc.
TSLA
Shares Held
651
Value
$292.77K
Meta Platforms, Inc.
META
Shares Held
490
Value
$323.44K