Foguth Wealth Management, Llc. Portfolio Holdings

Foguth Wealth Management, Llc.

  • $275 Billion
  • Q3 2024

Foguth Wealth Management, Llc. has filed its 13F form on October 09, 2024 for Q3 2024 where it was disclosed a total value porftolio of $275 Billion distributed in 134 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Spdr S&P 500 ETF Trust with a value of $17.3B, Invesco Exchange Traded Fd Tr with a value of $16.7B, Ishares Tr U S Divid & Buyback with a value of $15.5B, Vaneck Morningstar Wide Moat E with a value of $14.9B, and J P Morgan Exchange Traded Fd with a value of $11.8B.

Examining the 13F form we can see an increase of $48.4B in the current position value, from $227B to 275B.

Foguth Wealth Management, Llc. is based out at Brighton, MI

Below you can find more details about Foguth Wealth Management, Llc. portfolio as well as his latest detailed transactions.

Portfolio value $275 Billion
ETFs: $204 Billion
Consumer Cyclical: $8 Billion
Technology: $5.49 Billion
Consumer Defensive: $3.65 Billion
Healthcare: $3.48 Billion
Financial Services: $2.83 Billion
Industrials: $1.7 Billion
Communication Services: $1.53 Billion
Other: $1.15 Billion

Stock Holdings Table Market Cap. of $10 Billions to $200 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$19.3B
$1.84 Billion 0.67% of portfolio
5,114
Q3 2024 Reduced 36.52%
$88.6B
$539 Million 0.2% of portfolio
2,581
Q3 2024 Added 2.62%
$39.9B
$523 Million 0.19% of portfolio
9,336
Q3 2024 Reduced 57.84%
$24.1B
$402 Million 0.15% of portfolio
3,202
Q3 2024 Added 30.43%
$119B
$375 Million 0.14% of portfolio
2,510
Q2 2024 Added 0.4%
$199B
$339 Million 0.12% of portfolio
2,954
Q3 2024 Reduced 23.03%
$163B
$335 Million 0.12% of portfolio
1,225
Q3 2024 Reduced 9.66%
$185B
$327 Million 0.12% of portfolio
1,429
Q3 2024 Reduced 8.51%
$156B
$291 Million 0.11% of portfolio
3,611
Q3 2024 Reduced 12.88%
$119B
$268 Million 0.1% of portfolio
3,041
Q3 2024 Reduced 28.55%
$68.8B
$270 Million 0.1% of portfolio
1,495
Q3 2024 Added 486.27%
$120B
$237 Million 0.09% of portfolio
829
Q3 2024 Reduced 13.01%
$40.6B
$261 Million 0.09% of portfolio
24,859
Q3 2024 Added 1.99%
$66.2B
$249 Million 0.09% of portfolio
2,211
Q3 2024 Reduced 11.98%
$52B
$244 Million 0.09% of portfolio
3,195
Q3 2024 Reduced 30.83%
$157B
$251 Million 0.09% of portfolio
484
Q3 2024 Reduced 32.02%
$29.3B
$233 Million 0.08% of portfolio
1,830
Q3 2024 Reduced 10.43%
$58B
$211 Million 0.08% of portfolio
868
Q3 2024 New
$30.8B
$221 Million 0.08% of portfolio
830
Q3 2024 Reduced 0.84%
$175B
$233 Million 0.08% of portfolio
2,522
Q3 2024 Added 0.52%
$161B
$225 Million 0.08% of portfolio
10,310
Q3 2024 New

Summary

  • Portfolio
  • No. of Stocks 134
  • Current Value $275 Billion
  • Prior Value $227 Billion
  • Filing
  • Period Q3 2024
  • Filing Date October 09, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 20 stocks
  • Additional Purchases 34 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 75 stocks
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