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 $200 Billions or more

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$789B
$4.37 Billion 1.59% of portfolio
17,885
Q3 2024 Reduced 3.64%
$215B
$2.05 Billion 0.75% of portfolio
6,797
Q3 2024 Reduced 8.77%
$3.62T
$1.73 Billion 0.63% of portfolio
7,677
Q3 2024 Reduced 9.01%
$3.03T
$1.64 Billion 0.59% of portfolio
3,945
Q3 2024 Reduced 6.36%
$1.9T
$762 Million 0.28% of portfolio
4,171
Q3 2024 Reduced 13.75%
$331B
$750 Million 0.27% of portfolio
5,644
Q3 2024 Reduced 0.14%
$391B
$625 Million 0.23% of portfolio
3,718
Q3 2024 Reduced 5.49%
$222B
$621 Million 0.23% of portfolio
7,785
Q3 2024 Reduced 26.9%
$1.05T
$525 Million 0.19% of portfolio
3,167
Q3 2024 Reduced 25.53%
$788B
$482 Million 0.18% of portfolio
528
Q3 2024 Reduced 9.28%
$229B
$425 Million 0.15% of portfolio
2,494
Q3 2024 Reduced 10.99%
$206B
$363 Million 0.13% of portfolio
3,056
Q3 2024 Reduced 33.64%
$225B
$365 Million 0.13% of portfolio
6,915
Q3 2024 Reduced 29.47%
$387B
$343 Million 0.12% of portfolio
385
Q3 2024 Added 1.32%
$418B
$323 Million 0.12% of portfolio
2,020
Q3 2024 Reduced 16.29%
$1.27T
$304 Million 0.11% of portfolio
513
Q3 2024 Reduced 17.66%
$528B
$237 Million 0.09% of portfolio
408
Q3 2024 New
$1.03T
$248 Million 0.09% of portfolio
1,506
Q3 2024 Reduced 20.06%
$651B
$253 Million 0.09% of portfolio
1,201
Q3 2024 Reduced 22.96%
$487B
$224 Million 0.08% of portfolio
1,832
Q3 2024 Reduced 20.24%
$474B
$223 Million 0.08% of portfolio
809
Q3 2024 Reduced 42.83%
$403B
$220 Million 0.08% of portfolio
532
Q3 2024 New
$217B
$203 Million 0.07% of portfolio
564
Q3 2024 Reduced 31.39%
$477B
$206 Million 0.07% of portfolio
414
Q3 2024 Reduced 42.26%

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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