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Foresight Wealth Management, Llc

Portfolio Manager
Luke Ellis
Performance
0% (N/A)
AUM (13F)
$6.98M
# of Holdings
15
Performance Rank
N/A
Allocation (Top 20)
N/A

Foresight Wealth Management, Llc Holdings Map

Top 15 Foresight Wealth Management, Llc Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
SPYV
SPDR SER TR
16.65%29.9K$1.2M
-91.14%(-307.50K)
2022-Q3: 337.4K shares2022-Q4: 29.9K shares2022-12-31
SPYG
SPDR SER TR
14.61%20.1K$1.0M
-89.68%(-174.79K)
2022-Q3: 194.9K shares2022-Q4: 20.1K shares2022-12-31
AAPL
APPLE INC
11.9%6.4K$830K
-95.25%(-128.15K)
2022-Q3: 134.5K shares2022-Q4: 6.4K shares2022-12-31
SPDW
SPDR INDEX SHS FDS
10.88%25.6K$760K
-84.19%(-136.21K)
2022-Q3: 161.8K shares2022-Q4: 25.6K shares2022-12-31
PXH
INVESCO EXCH TRADED FD TR II
8.99%35.6K$628K
-87.50%(-249.43K)
2022-Q3: 285.0K shares2022-Q4: 35.6K shares2022-12-31
MDYV
SPDR SER TR
5.49%5.9K$383K
-89.15%(-48.66K)
2022-Q3: 54.6K shares2022-Q4: 5.9K shares2022-12-31
MDYG
SPDR SER TR
5.43%5.8K$379K
-89.53%(-49.65K)
2022-Q3: 55.5K shares2022-Q4: 5.8K shares2022-12-31
PFFD
GLOBAL X FDS
4.18%15.1K$292K
-90.13%(-137.48K)
2022-Q3: 152.5K shares2022-Q4: 15.1K shares2022-12-31
FSK
FS KKR CAP CORP
4.03%16.1K$281K
-97.48%(-619.82K)
2022-Q3: 635.9K shares2022-Q4: 16.1K shares2022-12-31
USRT
ISHARES TR
3.92%5.5K$274K
-90.47%(-52.51K)
2022-Q3: 58.0K shares2022-Q4: 5.5K shares2022-12-31

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