Foundation Wealth Management, LLC Portfolio Holdings

Foundation Wealth Management, LLC

  • $132 Billion
  • Q3 2024

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.

Portfolio value $132 Billion
ETFs: $118 Billion
Technology: $6.28 Billion
Financial Services: $3.3 Billion
Communication Services: $1.66 Billion
Consumer Defensive: $822 Million
Consumer Cyclical: $800 Million
Healthcare: $239 Million

Stock Holdings Table Market Cap. of $10 Billions to $200 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$41.1B
$372 Million 0.28% of portfolio
2,113
Q1 2023 New
$54.6B
$336 Million 0.25% of portfolio
6,647
Q1 2024 New
$59B
$315 Million 0.24% of portfolio
100
Q4 2022 New
$127B
$205 Million 0.16% of portfolio
5,520
Q3 2024 New

Summary

  • Portfolio
  • No. of Stocks 43
  • Current Value $132 Billion
  • Prior Value $128 Billion
  • Filing
  • Period Q3 2024
  • Filing Date October 29, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 4 stocks
  • Additional Purchases 5 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 21 stocks
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