Foundation Wealth Management, LLC Portfolio Holdings by Sector
Foundation Wealth Management, LLC
- $128 Billion
- Q2 2024
Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
---|---|---|---|---|---|---|
ETFs | ETFs
IVW IVE IJJ IWO IBDR EFV IWN IBDQ 31 stocks |
$111 Million
86.6% of portfolio
|
  13  
|
  11  
|
  7  
|
- |
0
Calls
0
Puts
|
Consumer Electronics | Technology
AAPL 1 stocks |
$3.75 Million
2.94% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Closed-End Fund - Foreign | ETFs
EEM 1 stocks |
$3.03 Million
2.37% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Insurance—Diversified | Financial Services
BRK-B 1 stocks |
$2.54 Million
1.99% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Internet Content & Information | Communication Services
GOOGL GOOG 2 stocks |
$1.92 Million
1.51% of portfolio
|
- |
  2  
|
- | - |
0
Calls
0
Puts
|
Software—Infrastructure | Technology
MSFT 1 stocks |
$1.67 Million
1.31% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Closed-End Fund - Equity | ETFs
IYR 1 stocks |
$1.63 Million
1.28% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Discount Stores | Consumer Defensive
COST 1 stocks |
$807,120
0.63% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Banks—Diversified | Financial Services
JPM 1 stocks |
$424,175
0.33% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Scientific & Technical Instruments | Technology
GRMN 1 stocks |
$344,250
0.27% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Specialty Retail | Consumer Cyclical
AZO 1 stocks |
$296,410
0.23% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Internet Retail | Consumer Cyclical
AMZN 1 stocks |
$269,216
0.21% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Oil & Gas Integrated | Energy
XOM 1 stocks |
$208,010
0.16% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Healthcare Plans | Healthcare
UNH 1 stocks |
$207,778
0.16% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|