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.
Stock Holdings Table Market Cap. of Under $50 Millions
Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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