Foundation Wealth Management, LLC Portfolio Holdings

Foundation Wealth Management, LLC

  • $128 Billion
  • Q2 2024

Foundation Wealth Management, LLC has filed its 13F form on August 13, 2024 for Q2 2024 where it was disclosed a total value porftolio of $128 Billion distributed in 45 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 $35.2B, Ishares S&P 500 Value ETF with a value of $31.9B, Ishares S&P Midcap 400 Value E with a value of $4.74B, Ishares Russell 2000 Gwt ETF with a value of $4.65B, and Apple Inc. with a value of $3.75B.

Examining the 13F form we can see an increase of $4.94B in the current position value, from $123B to 128B.

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 $128 Billion
ETFs: $115 Billion
Technology: $5.76 Billion
Financial Services: $2.97 Billion
Communication Services: $1.92 Billion
Consumer Defensive: $807 Million
Consumer Cyclical: $566 Million
Energy: $208 Million
Healthcare: $208 Million
Other: $0

Stock Holdings Table Market Cap. of $300 Millions to $2 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 45
  • Current Value $128 Billion
  • Prior Value $123 Billion
  • Filing
  • Period Q2 2024
  • Filing Date August 13, 2024
  • Form Type 13F-HR
  • Activity in Q2 2024
  • New Purchases 7 stocks
  • Additional Purchases 11 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 16 stocks
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