Foundation Wealth Management, LLC has filed its 13F form on October 29, 2024 for Q3 2024 where it was disclosed a total value porftolio of $132 Billion distributed in 43 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Ishares S&P 500 Growth ETF with a value of $35.5B, Ishares S&P 500 Value ETF with a value of $35.1B, Ishares S&P Midcap 400 Value E with a value of $5B, Ishares Russell 2000 Gwt ETF with a value of $4.96B, and Apple Inc. with a value of $3.82B.
Examining the 13F form we can see an increase of $4.19B in the current position value, from $128B to 132B.
Foundation Wealth Management, LLC is based out at Clayton, MO
Below you can find more details about Foundation Wealth Management, LLC portfolio as well as his latest detailed transactions.