Foundation Wealth Management, Llc\Pa Incresed Positions in Q1 2025

Foundation Wealth Management, Llc\Pa

  • $210 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
25.1K
+ 28.59%
$77.7 - $78.94 $1.95M - $1.98M
113K $8.92B
VCIT
Vanguard Intermediate Term Cor

ETFs
22.3K
+ 16.25%
$79.17 - $82.04 $1.76M - $1.83M
159K $13B
VEA
Vanguard Ftse Developed Market

ETFs
22.3K
+ 33.82%
$47.4 - $52.99 $1.06M - $1.18M
88.4K $4.49B
VTI
Vanguard Total Stock Market Et

ETFs
7.28K
+ 15.15%
$271.18 - $303.12 $1.98M - $2.21M
55.4K $15.2B
SCHR
Schwab Intermediate Term Us Tr

ETFs
21.3K
+ 9.08%
$24.05 - $24.86 $512K - $529K
256K $6.36B
DFSV
Dimensional ETF Tr Dimensional

ETFs
39.3K
+ 23.21%
$27.56 - $32.1 $1.08M - $1.26M
209K $5.88B
DIHP
Dimensional ETF Tr Dimensional

ETFs
9.32K
+ 9.58%
$25.1 - $27.85 $234K - $260K
107K $2.87B
DFEM
Dimensional ETF Tr Emerging Mk

ETFs
13.3K
+ 5.89%
$25.35 - $27.46 $337K - $365K
239K $6.33B
DISV
Dimensional ETF Tr Dimensional

ETFs
6.63K
+ 8.83%
$26.09 - $30.21 $173K - $200K
81.7K $2.38B
DUHP
Dimensional ETF Tr Dimensional

ETFs
14.2K
+ 7.69%
$32.57 - $35.82 $462K - $508K
199K $6.58B
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
772
+ 3.29%
$110.75 - $119.78 $85.5K - $92.5K
24.3K $2.81B
DFAT
Dimensional ETF Tr U S Target

ETFs
4.07K
+ 17.15%
$50.44 - $58.1 $205K - $236K
27.8K $1.43B
MSFT
Microsoft Corp

Technology
368
+ 41.44%
$375.39 - $447.2 $138K - $165K
1.26K $471M
UNH
Unitedhealth Group Inc

Healthcare
114
+ 6.9%
$461.52 - $548.18 $52.6K - $62.5K
1.77K $925M
JNJ
Johnson & Johnson

Healthcare
141
+ 4.96%
$142.06 - $167.7 $20K - $23.6K
2.98K $495M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
1.68K
+ 3.99%
$49.78 - $53.19 $83.6K - $89.4K
43.8K $2.23B
JPM
Jpmorgan Chase & CO

Financial Services
225
+ 13.75%
$225.19 - $279.95 $50.7K - $63K
1.86K $457M
DFAX
Dimensional ETF Tr
73
+ 0.21%
$24.45 - $27.2 $1.78K - $1.99K
35K $916M
XOM
Exxon Mobil Corp

Energy
2
+ 0.07%
$105.44 - $118.93 $211 - $238
2.75K $327M
DFSI
Dimensional ETF Tr Dimen Intl
3
+ 0.02%
N/A
13.7K $478M
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
119
+ 0.89%
$37.07 - $40.63 $4.41K - $4.83K
13.4K $528M
AMZN
Amazon Com Inc

Consumer Cyclical
260
+ 20.0%
$190.26 - $242.06 $49.5K - $62.9K
1.56K $297M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
3
+ 0.09%
$95.85 - $99.25 $288 - $298
3.33K $329M
DFAE
Dimensional ETF Tr

ETFs
83
+ 0.98%
$24.64 - $26.86 $2.05K - $2.23K
8.54K $221M
AAPL
Apple Inc.

Technology
487
+ 10.06%
$209.68 - $247.1 $102K - $120K
5.33K $1.18B
MRK
Merck & Co., Inc.

Healthcare
127
+ 2.43%
$83.01 - $101.02 $10.5K - $12.8K
5.36K $481M
Activity Summary
Buys All Purchases 30 New Holdings 3 Increased Positions 27 Sells All Sells 32 Reductions 32 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Foundation Wealth Management, Llc\Pa Portfolio

Follow Foundation Wealth Management, Llc\Pa and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Foundation Wealth Management, Llc\Pa, based on Form 13F filings with the SEC.

News

Stay updated on Foundation Wealth Management, Llc\Pa with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email