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 Market Cap. of $10 Billions to $200 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$24.9B
$2.1 Billion 0.55% of portfolio
5,114
Q3 2024 Reduced 36.52%
$90.4B
$541 Million 0.14% of portfolio
2,583
Q4 2024 Added 0.08%
$63.2B
$512 Million 0.13% of portfolio
24,322
Q4 2024 New
$23.2B
$488 Million 0.13% of portfolio
4,100
Q4 2024 Added 28.04%
$126B
$471 Million 0.12% of portfolio
2,520
Q4 2024 Added 0.4%
$89.6B
$377 Million 0.1% of portfolio
1,539
Q4 2024 Added 2.94%
$39.8B
$352 Million 0.09% of portfolio
34,819
Q4 2024 Added 40.07%
$169B
$349 Million 0.09% of portfolio
15,370
Q4 2024 Added 49.08%
$44.1B
$292 Million 0.08% of portfolio
4,970
Q4 2024 Reduced 46.77%
$161B
$258 Million 0.07% of portfolio
986
Q4 2024 Reduced 19.51%
$141B
$250 Million 0.07% of portfolio
3,434
Q4 2024 Reduced 4.9%
$67.9B
$226 Million 0.06% of portfolio
2,159
Q4 2024 Reduced 2.35%
$53.7B
$243 Million 0.06% of portfolio
2,981
Q4 2024 Reduced 6.7%
$121B
$247 Million 0.06% of portfolio
2,742
Q4 2024 Reduced 9.83%
$59.1B
$227 Million 0.06% of portfolio
890
Q4 2024 Added 2.53%
$32.1B
$236 Million 0.06% of portfolio
817
Q4 2024 Reduced 1.57%
$27.1B
$205 Million 0.05% of portfolio
1,672
Q4 2024 Reduced 8.63%
$126B
$206 Million 0.05% of portfolio
693
Q4 2024 Reduced 16.41%

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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