Foresight Wealth Management, LLC Portfolio Holdings

Foresight Wealth Management, LLC

  • $6.98 Billion
  • Q4 2022

Foresight Wealth Management, LLC has filed its 13F form on February 13, 2023 for Q4 2022 where it was disclosed a total value porftolio of $6.98 Billion distributed in 15 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Spdr Portfolio S&P 500 Value E with a value of $1.16B, Spdr Portfolio with a value of $1.02B, Apple Inc. with a value of $830M, Spdr Ser Tr Fds Spdr Portfolio with a value of $760M, and Invesco ETF Tr Ii Ftse Rafi Em with a value of $628M.

Examining the 13F form we can see an increase of $6.54B in the current position value, from $437M to 6.98B.

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

Portfolio value $6.98 Billion
ETFs: $5.35 Billion
Technology: $830 Million
Financial Services: $600 Million
Real Estate: $199 Million

Stock Holdings Table Market Cap. of Under $50 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$281 Million 4.03% of portfolio
16,055
Q4 2022 Reduced 97.48%

Summary

  • Portfolio
  • No. of Stocks 15
  • Current Value $6.98 Billion
  • Prior Value $437 Million
  • Filing
  • Period Q4 2022
  • Filing Date February 13, 2023
  • Form Type 13F-HR
  • Activity in Q4 2022
  • New Purchases 0 stocks
  • Additional Purchases 0 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 15 stocks
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