Foguth Wealth Management, Llc. Portfolio Holdings

Foguth Wealth Management, Llc.

  • $275 Billion
  • Q3 2024

Foguth Wealth Management, Llc. has filed its 13F form on October 09, 2024 for Q3 2024 where it was disclosed a total value porftolio of $275 Billion distributed in 134 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Spdr S&P 500 ETF Trust with a value of $17.3B, Invesco Exchange Traded Fd Tr with a value of $16.7B, Ishares Tr U S Divid & Buyback with a value of $15.5B, Vaneck Morningstar Wide Moat E with a value of $14.9B, and J P Morgan Exchange Traded Fd with a value of $11.8B.

Examining the 13F form we can see an increase of $48.4B in the current position value, from $227B to 275B.

Foguth Wealth Management, Llc. is based out at Brighton, MI

Below you can find more details about Foguth Wealth Management, Llc. portfolio as well as his latest detailed transactions.

Portfolio value $275 Billion
ETFs: $204 Billion
Consumer Cyclical: $8 Billion
Technology: $5.49 Billion
Consumer Defensive: $3.65 Billion
Healthcare: $3.48 Billion
Financial Services: $2.83 Billion
Industrials: $1.7 Billion
Communication Services: $1.53 Billion
Other: $1.15 Billion

Stock Holdings Table Market Cap. of $50 Millions to $300 Millions

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

Summary

  • Portfolio
  • No. of Stocks 134
  • Current Value $275 Billion
  • Prior Value $227 Billion
  • Filing
  • Period Q3 2024
  • Filing Date October 09, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 20 stocks
  • Additional Purchases 34 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 75 stocks
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