StockDriftsStockDriftsTop 15 Foresight Wealth Management, Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SPYV | SPDR SER TR | 16.65% | 29.9K | $1.2M | -91.14%(-307.50K) | — | 2022-12-31 | |
| SPYG | SPDR SER TR | 14.61% | 20.1K | $1.0M | -89.68%(-174.79K) | — | 2022-12-31 | |
| AAPL | APPLE INC | 11.9% | 6.4K | $830K | -95.25%(-128.15K) | — | 2022-12-31 | |
| SPDW | SPDR INDEX SHS FDS | 10.88% | 25.6K | $760K | -84.19%(-136.21K) | — | 2022-12-31 | |
| PXH | INVESCO EXCH TRADED FD TR II | 8.99% | 35.6K | $628K | -87.50%(-249.43K) | — | 2022-12-31 | |
| MDYV | SPDR SER TR | 5.49% | 5.9K | $383K | -89.15%(-48.66K) | — | 2022-12-31 | |
| MDYG | SPDR SER TR | 5.43% | 5.8K | $379K | -89.53%(-49.65K) | — | 2022-12-31 | |
| PFFD | GLOBAL X FDS | 4.18% | 15.1K | $292K | -90.13%(-137.48K) | — | 2022-12-31 | |
| FSK | FS KKR CAP CORP | 4.03% | 16.1K | $281K | -97.48%(-619.82K) | — | 2022-12-31 | |
| USRT | ISHARES TR | 3.92% | 5.5K | $274K | -90.47%(-52.51K) | — | 2022-12-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — |
| Top 20 Holdings Unweighted | — | — | — | — |
Foresight Wealth Management, Llc reports $6.98M in US-listed equity holdings across 15 positions in its most recent 13F filing. Its largest disclosed positions are SPYV (16.6%), SPYG (14.6%) and AAPL (11.9%). Figures reflect the Q4 2022 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Foresight Wealth Management, Llc’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1729735). View Foresight Wealth Management, Llc’s 13F filings on SEC