Foguth Wealth Management, Llc. Portfolio Holdings

Foguth Wealth Management, Llc.

  • $382 Billion
  • Q4 2024

Foguth Wealth Management, Llc. has filed its 13F form on January 27, 2025 for Q4 2024 where it was disclosed a total value porftolio of $382 Billion distributed in 148 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 $24.1B, Ishares Tr U S Divid & Buyback with a value of $23.6B, Vaneck Morningstar Wide Moat E with a value of $21.5B, Invesco Exchange Traded Fd Tr with a value of $20.1B, and J P Morgan Exchange Traded Fd with a value of $16.5B.

Examining the 13F form we can see an increase of $107B in the current position value, from $275B to 382B.

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 $382 Billion
ETFs: $295 Billion
Technology: $6.91 Billion
Consumer Cyclical: $5.96 Billion
Healthcare: $3.7 Billion
Consumer Defensive: $3.49 Billion
Financial Services: $3.21 Billion
Communication Services: $2.2 Billion
Industrials: $1.45 Billion
Other: $1.89 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$24.1 Billion 6.32% of portfolio
39,712
Q4 2024 Added 31.36%
$0
$23.6 Billion 6.19% of portfolio
478,703
Q4 2024 Added 48.92%
$0
$21.5 Billion 5.63% of portfolio
224,264
Q4 2024 Added 43.44%
$0
$20.1 Billion 5.27% of portfolio
92,290
Q4 2024 Added 11.41%
$0
$16.5 Billion 4.31% of portfolio
278,633
Q4 2024 Added 39.64%
$0
$12.9 Billion 3.38% of portfolio
306,601
Q4 2024 Added 22.97%
Rbb Fd Inc
-
$11.4 Billion 2.99% of portfolio
-
Q4 2024 Added 68.85%
$0
$11 Billion 2.87% of portfolio
208,486
Q4 2024 Added 597.67%
$0
$9.89 Billion 2.59% of portfolio
101,989
Q4 2024 Added 33.38%
$0
$9.71 Billion 2.54% of portfolio
105,552
Q4 2024 Reduced 9.3%
$0
$9.47 Billion 2.48% of portfolio
203,819
Q4 2024 Added 41.89%
-
$8.64 Billion 2.26% of portfolio
-
Q4 2024 Added 70.03%
-
$8.09 Billion 2.12% of portfolio
-
Q4 2024 Added 47.13%
$0
$7.33 Billion 1.92% of portfolio
261,167
Q4 2024 Added 259.57%
$0
$7.34 Billion 1.92% of portfolio
297,584
Q4 2024 Added 245.11%
-
$7.29 Billion 1.91% of portfolio
-
Q4 2024 Reduced 8.32%
$44.8B
$7.16 Billion 1.87% of portfolio
136,820
Q4 2024 Added 61.47%
$0
$6.94 Billion 1.82% of portfolio
26,554
Q4 2024 Added 3.65%
$0
$6.84 Billion 1.79% of portfolio
159,464
Q4 2024 Added 136.44%
$0
$6.11 Billion 1.6% of portfolio
152,267
Q4 2024 New
$0
$5.5 Billion 1.44% of portfolio
140,352
Q4 2024 Reduced 15.2%
$0
$5.28 Billion 1.38% of portfolio
284,898
Q4 2024 Added 53.43%
$0
$5.16 Billion 1.35% of portfolio
48,157
Q4 2024 Added 40.51%
$0
$5.04 Billion 1.32% of portfolio
97,672
Q4 2024 Added 17.33%
$0
$4.42 Billion 1.16% of portfolio
113,866
Q4 2024 Reduced 24.4%
$0
$4.27 Billion 1.12% of portfolio
80,950
Q4 2024 Added 789.66%
$0
$4.15 Billion 1.09% of portfolio
52,230
Q4 2024 Added 92.94%
$0
$3.93 Billion 1.03% of portfolio
17,073
Q4 2024 Added 92.92%
$0
$3.86 Billion 1.01% of portfolio
92,167
Q4 2024 Reduced 28.51%
$0
$3.84 Billion 1.01% of portfolio
7,257
Q4 2024 Added 7.23%
$0
$3.39 Billion 0.89% of portfolio
98,334
Q4 2024 Added 1.36%
$0
$3.24 Billion 0.85% of portfolio
25,440
Q4 2024 Added 5.11%
$0
$3.01 Billion 0.79% of portfolio
85,399
Q4 2024 Added 32.12%
$0
$2.69 Billion 0.71% of portfolio
60,883
Q4 2024 Reduced 4.48%
$0
$2.67 Billion 0.7% of portfolio
52,420
Q4 2024 Added 34.63%
$0
$2.62 Billion 0.69% of portfolio
51,388
Q4 2024 Added 28.32%
$0
$2.44 Billion 0.64% of portfolio
26,717
Q4 2024 Added 72.16%
$3.79T
$2.4 Billion 0.63% of portfolio
10,785
Q4 2024 Added 40.48%
$1.28T
$2.23 Billion 0.58% of portfolio
5,487
Q4 2024 Reduced 69.32%
$0
$2.19 Billion 0.57% of portfolio
5,164
Q4 2024 Added 1.47%
$0
$2.18 Billion 0.57% of portfolio
28,029
Q4 2024 Added 34.66%
$24.9B
$2.1 Billion 0.55% of portfolio
5,114
Q3 2024 Reduced 36.52%
$0
$2.03 Billion 0.53% of portfolio
48,973
Q4 2024 Added 72.4%
$0
$1.99 Billion 0.52% of portfolio
81,521
Q4 2024 Added 31.33%
$0
$1.91 Billion 0.5% of portfolio
46,167
Q4 2024 Added 45.71%
$0
$1.89 Billion 0.49% of portfolio
32,556
Q4 2024 New
$0
$1.87 Billion 0.49% of portfolio
7,806
Q4 2024 Reduced 23.48%
$0
$1.71 Billion 0.45% of portfolio
30,373
Q4 2024 Added 60.8%
$3.09T
$1.7 Billion 0.44% of portfolio
3,827
Q4 2024 Reduced 2.99%

Summary

  • Portfolio
  • No. of Stocks 148
  • Current Value $382 Billion
  • Prior Value $275 Billion
  • Filing
  • Period Q4 2024
  • Filing Date January 27, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 23 stocks
  • Additional Purchases 81 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 42 stocks
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