FW

Foresight Wealth Management, LLC

13F
Foresight Wealth Management, LLC
Last update 2021-07-19 15 Stocks (0 new)
Value $7.00 Mil Turnover 0 %
Countries:
Top Holdings: SPYV(16.65%)SPYG(14.61%)AAPL(11.90%)SPDW(10.88%)PXH(8.99%)
Portfolio Report
Summary Stock Picks Current Portfolio
Foresight Wealth Management, L... Top Holdings of 2022-12-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
SPYV 		SPDR Portfolio S&P 500 Value ETF
29,880
1162.030
-91.14%
16.650
-2.42%
0.010
+9.80%
+15.38%
25073.646
 
SPYG 		SPDR Portfolio S&P 500 Growth ETF
20,121
1019.550
-89.68%
14.610
-2.01%
0.010
+18.89%
+34.26%
32350.566
 
AAPL 		Apple Inc
6,390
830.310
-92.94%
11.900
-2.66%
0.000
+8.55%
+18.61%
3438698.574
Hardware
SPDW 		SPDR Portfolio Developed World ex-US ETF
25,582
759.520
-84.19%
10.880
-0.81%
0.010
+6.83%
+6.70%
21008.283
 
PXH 		Invesco FTSE RAFI Emerging Markets ETF
35,616
627.550
-87.50%
8.990
-0.93%
0.050
+13.60%
+15.92%
1283.014
 
MDYV 		SPDR S&P 400 Mid Cap Value ETF
5,925
383.480
-89.15%
5.490
-0.64%
0.010
+15.20%
+14.57%
3282.934
 
MDYG 		SPDR S&P 400 Mid Cap Growth ETF
5,805
379.310
-89.53%
5.430
-0.69%
0.020
+13.30%
+21.44%
2885.200
 
PFFD 		Global X U.S. Preferred ETF
15,056
291.640
-90.13%
4.180
-0.65%
0.010
+4.95%
+5.98%
2515.694
 
FSK 		FS KKR Capital Corp
16,055
280.960
-97.48%
4.030
-2.41%
0.010
+13.78%
+17.42%
5864.588
Asset Management
USRT 		iShares Core U.S. REIT ETF
5,531
273.500
-90.47%
3.920
-0.57%
0.010
+6.20%
+11.01%
2808.621
 

Foresight Wealth Management, LLC's Historical Top Holdings Breakdowns

Foresight Wealth Management, LLC's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
PULS 		PGIM Ultra Short Bond ETF2022-12-31Sold Out
-11.09%
●
48.9 ($49.04) 49.2
$49.63
1.20%
Sold Out
0
-986,792
JPST 		JPMorgan Ultra-Short Income ETF2022-12-31Sold Out
-7.69%
●
50 ($50.13) 50.25
$50.43
0.60%
Sold Out
0
-669,646
SPY 		S&P 500 ETF TRUST ETF2022-12-31Sold Out
-3.01%
●
356.56 ($384.35) 407.68
$595.52
54.94%
Sold Out
0
-36,807
AAPL 		Apple Inc2022-12-31Reduce
-2.66%
●
126.04 ($142.91) 155.74
$227.49
59.18%
Reduce -92.94%
6,390
-84,149
SPYV 		SPDR Portfolio S&P 500 Value ETF2022-12-31Reduce
-2.42%
●
34.58 ($38.1) 40.46
$53.80
41.21%
Reduce -91.14%
29,880
-307,505
FSK 		FS KKR Capital Corp2022-12-31Reduce
-2.41%
●
17.19 ($18.59) 19.94
$20.94
12.64%
Reduce -97.48%
16,055
-619,816
SPYG 		SPDR Portfolio S&P 500 Growth ETF2022-12-31Reduce
-2.01%
●
49.01 ($51.91) 54.92
$87.35
68.27%
Reduce -89.68%
20,121
-174,787
VOO 		Vanguard S&P 500 ETF2022-12-31Sold Out
-1.67%
●
327.64 ($353.27) 374.54
$547.53
54.99%
Sold Out
0
-22,214
NCNO 		Ncino Inc2022-12-31Sold Out
-1.34%
●
23.5 ($28.14) 36.27
$41.99
49.22%
Sold Out
0
-171,103
PXH 		Invesco FTSE RAFI Emerging Markets ETF2022-12-31Reduce
-0.93%
●
15.73 ($16.92) 17.95
$22.14
30.85%
Reduce -87.5%
35,616
-249,426

Foresight Wealth Management, LLC Total Holding History ($B)

To

Foresight Wealth Management, LLC's Asset Allocation

To

Foresight Wealth Management, LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

Foresight Wealth Management, LLC's Hypothetical Growth since 2022-12-31

Foresight Wealth Management, LLC's Yearly Returns

Year Portfolio % % Excess Gain %

Foresight Wealth Management, LLC's Holdings Heat Map

Size field:

Foresight Wealth Management, LLC's Holdings Bubble Chart

Foresight Wealth Management, LLC News

  • 1

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