Foundation Wealth Management, Llc\Pa Portfolio Holdings by Sector

Foundation Wealth Management, Llc\Pa

$210 Billion
Q1 2025

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
ETFs \| ETFs VCIT DFAC IVV VNQ VCSH BSV EFA VTIP 63 stocks	$180 Million 87.77% of portfolio	16	29	1	-	0 Calls 0 Puts
Closed-End Fund - Equity \| ETFs VTI 1 stocks	$15.2 Million 7.44% of portfolio	1	-	-	-	0 Calls 0 Puts
Drug Manufacturers—General \| Healthcare AZN JNJ MRK 3 stocks	$3.8 Million 1.86% of portfolio	2	-	-	-	0 Calls 0 Puts
Consumer Electronics \| Technology AAPL 1 stocks	$1.18 Million 0.58% of portfolio	1	-	-	-	0 Calls 0 Puts
Healthcare Plans \| Healthcare UNH 1 stocks	$924,633 0.45% of portfolio	1	-	-	-	0 Calls 0 Puts
Insurance Brokers \| Financial Services AJG 1 stocks	$823,052 0.4% of portfolio	-	1	-	-	0 Calls 0 Puts
Software—Infrastructure \| Technology MSFT 1 stocks	$471,480 0.23% of portfolio	1	-	-	-	0 Calls 0 Puts
Banks—Diversified \| Financial Services JPM 1 stocks	$456,561 0.22% of portfolio	1	-	-	-	0 Calls 0 Puts
Semiconductors \| Technology NVDA 1 stocks	$384,858 0.19% of portfolio	-	-	-	-	0 Calls 0 Puts
Oil & Gas Integrated \| Energy XOM 1 stocks	$326,528 0.16% of portfolio	1	-	-	-	0 Calls 0 Puts
Internet Retail \| Consumer Cyclical AMZN 1 stocks	$296,806 0.15% of portfolio	1	-	-	-	0 Calls 0 Puts
Communication Equipment \| Technology CSCO 1 stocks	$248,630 0.12% of portfolio	1	-	1	-	0 Calls 0 Puts
Specialty Industrial Machinery \| Industrials ITW 1 stocks	$222,713 0.11% of portfolio	-	-	-	-	0 Calls 0 Puts
Household & Personal Products \| Consumer Defensive PG 1 stocks	$221,961 0.11% of portfolio	1	-	1	-	0 Calls 0 Puts
Telecom Services \| Communication Services T 1 stocks	$202,742 0.1% of portfolio	-	1	-	-	0 Calls 0 Puts
Asset Management \| Financial Services BX 1 stocks	$202,681 0.1% of portfolio	-	-	-	-	0 Calls 0 Puts
Other Industrial Metals & Mining \| Basic Materials TMC 1 stocks	$34,400 0.02% of portfolio	-	-	-	-	0 Calls 0 Puts

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