Foresight Wealth Management
Latest statistics and disclosures from Foresight Wealth Management's latest quarterly 13F-HR filing:
- Top 5 stock holdings are SPYV, SPYG, AAPL, SPDW, PXH, and represent 63.02% of Foresight Wealth Management's stock portfolio.
- Reduced shares in these 10 stocks: PULS (-$48M), JPST (-$34M), AAPL (-$17M), SPYV (-$12M), FSK (-$11M), SPYG (-$8.9M), VOO (-$7.3M), NCNO (-$5.8M), PXH, SPDW.
- Sold out of its positions in T, ALGN, GOOG, GOOGL, MO, AMZN, FINS, BAC, BBDC, BGH.
- Foresight Wealth Management was a net seller of stock by $-222M.
- Foresight Wealth Management has $7.0M in assets under management (AUM), dropping by -96.65%.
- Central Index Key (CIK): 0001729735
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Portfolio Holdings for Foresight Wealth Management
Foresight Wealth Management holds 15 positions in its portfolio as reported in the December 2022 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Spdr Ser Tr Prtflo S&p500 Vl (SPYV) | 16.6 | $1.2M | -91% | 30k | 38.89 |
|
| Spdr Ser Tr Prtflo S&p500 Gw (SPYG) | 14.6 | $1.0M | -89% | 20k | 50.67 |
|
| Apple (AAPL) | 11.9 | $830k | -95% | 6.4k | 129.94 |
|
| Spdr Index Shs Fds Portfolio Devlpd (SPDW) | 10.9 | $760k | -84% | 26k | 29.69 |
|
| Invesco Exch Traded Fd Tr Ii Ftse Rafi Emng (PXH) | 9.0 | $628k | -87% | 36k | 17.62 |
|
| Spdr Ser Tr S&p 400 Mdcp Val (MDYV) | 5.5 | $384k | -89% | 5.9k | 64.72 |
|
| Spdr Ser Tr S&P 400 MDCP GRW (MDYG) | 5.4 | $379k | -89% | 5.8k | 65.34 |
|
| Global X Fds Us Pfd Etf (PFFD) | 4.2 | $292k | -90% | 15k | 19.37 |
|
| Fs Kkr Capital Corp (FSK) | 4.0 | $281k | -97% | 16k | 17.50 |
|
| Ishares Tr Cre U S Reit Etf (USRT) | 3.9 | $274k | -90% | 5.5k | 49.45 |
|
| Ishares Msci Gbl Min Vol (ACWV) | 3.4 | $236k | -86% | 2.5k | 95.01 |
|
| Spdr Ser Tr S&p 600 Smcp Val (SLYV) | 3.1 | $218k | -85% | 2.9k | 74.23 |
|
| Gladstone Ld (LAND) | 2.9 | $199k | -89% | 11k | 18.35 |
|
| Cion Invt Corp (CION) | 2.4 | $168k | -67% | 17k | 9.75 |
|
| Sofi Technologies (SOFI) | 2.2 | $151k | -6% | 33k | 4.61 |
|
Past Filings by Foresight Wealth Management
SEC 13F filings are viewable for Foresight Wealth Management going back to 2018
- Foresight Wealth Management 2022 Q4 filed Feb. 13, 2023
- Foresight Wealth Management 2022 Q3 filed Nov. 4, 2022
- Foresight Wealth Management 2022 Q2 filed July 29, 2022
- Foresight Wealth Management 2022 Q1 filed May 4, 2022
- Foresight Wealth Management 2021 Q4 filed Feb. 4, 2022
- Foresight Wealth Management 2021 Q3 filed Oct. 21, 2021
- Foresight Wealth Management 2021 Q2 filed July 19, 2021
- Foresight Wealth Management 2021 Q1 filed May 4, 2021
- Foresight Wealth Management 2020 Q4 filed Feb. 4, 2021
- Foresight Wealth Management 2020 Q3 filed Oct. 19, 2020
- Foresight Wealth Management 2020 Q2 filed July 15, 2020
- Foresight Wealth Management 2020 Q1 filed April 15, 2020
- Foresight Wealth Management 2019 Q4 filed Jan. 15, 2020
- Foresight Wealth Management 2019 Q3 filed Oct. 25, 2019
- Foresight Wealth Management 2019 Q2 filed July 25, 2019
- Foresight Wealth Management 2019 Q1 filed May 7, 2019