Foresight Wealth Management, LLC Closed Holding Positions

Foresight Wealth Management, LLC

  • $6.98 Billion
  • Q4 2022
Stock Closed Quarter Shares Sold Price Range Trade History
Colony Cap Inc New
Q2 2021 Filed on Jul 19, 2021
24,162
N/A
Fs Kkr Cap Corp Ii
Q2 2021 Filed on Jul 19, 2021
113,019
N/A
Colony Cr Real Estate Inc
Q2 2021 Filed on Jul 19, 2021
55,412
N/A
Daseke Inc
Q1 2021 Filed on May 04, 2021
23,928
N/A
PARA
Paramount Global

Communication Services
Q1 2021 Filed on May 04, 2021
12,062
$36.6 - $100.34 $441K - $1.21M
PSLV
Sprott Physical Silver Trust

Financial Services
Q1 2021 Filed on May 04, 2021
13,000
$8.69 - $10.41 $113K - $135K
QQEW
First Tr Nasdaq 100 Equal Weig

ETFs
Q1 2021 Filed on May 04, 2021
4,760
$97.37 - $108.6 $463K - $517K
SPB
Spectrum Brands Holdings, Inc.

Consumer Defensive
Q1 2021 Filed on May 04, 2021
5,845
$75.57 - $86.92 $442K - $508K
DD
Du Pont De Nemours, Inc.

Basic Materials
Q1 2021 Filed on May 04, 2021
8,082
$68.69 - $86.36 $555K - $698K
BTG
B2 Gold Corp

Basic Materials
Q1 2021 Filed on May 04, 2021
19,600
$4.22 - $6.02 $82.7K - $118K
VDC
Vanguard Consumer Staples ETF

ETFs
Q1 2021 Filed on May 04, 2021
1,810
$165.49 - $180.21 $300K - $326K
AIVL
Wisdomtree U.S. Ai Enhanced Va

ETFs
Q1 2021 Filed on May 04, 2021
4,960
$82.63 - $94.8 $410K - $470K
MDT
Medtronic PLC

Healthcare
Q1 2021 Filed on May 04, 2021
4,421
$111.18 - $119.74 $492K - $529K
PG
Procter & Gamble CO

Consumer Defensive
Q1 2021 Filed on May 04, 2021
1,464
$122.15 - $140.16 $179K - $205K
BKNG
Booking Holdings Inc.

Consumer Cyclical
Q1 2021 Filed on May 04, 2021
147
$1886.09 - $2461.78 $277K - $362K
IEAWW
Infrastructure & Energy Altern

Industrials
Q1 2021 Filed on May 04, 2021
20,050
N/A
NIO
Nio Inc.

Consumer Cyclical
Q1 2021 Filed on May 04, 2021
5,263
$35.21 - $62.84 $185K - $331K
XSD
Spdr Tr Ser Spdr S&P Semicondu

ETFs
Q1 2021 Filed on May 04, 2021
1,500
$166.63 - $200.8 $250K - $301K
VBR
Vanguard Small Cap Value ETF

ETFs
Q1 2021 Filed on May 04, 2021
1,765
$139.89 - $172.72 $247K - $305K
ICSH
Blackrock Ultra Short Term Bon

ETFs
Q4 2020 Filed on Feb 04, 2021
4,108
$50.51 - $50.57 $207K - $208K
VHT
Vanguard Health Care ETF

ETFs
Q4 2020 Filed on Feb 04, 2021
1,733
$198.15 - $223.73 $343K - $388K
DAL
Delta Air Lines, Inc.

Industrials
Q4 2020 Filed on Feb 04, 2021
4,000
$29.65 - $42.95 $119K - $172K
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
Q4 2020 Filed on Feb 04, 2021
5,735
$33.42 - $41.42 $192K - $238K
SLV
I Shares Silver Trust

ETFs
Q4 2020 Filed on Feb 04, 2021
20,000
$21.05 - $24.76 $421K - $495K
DAL
Delta Air Lines, Inc.

Industrials
Q4 2020 Filed on Feb 04, 2021
478
$29.65 - $42.95 $14.2K - $20.5K
FDN
First Tr Fd Dow Jones

ETFs
Q3 2020 Filed on Oct 19, 2020
2,584
$174.48 - $206.48 $451K - $534K
IYY
Ishares Tr

ETFs
Q3 2020 Filed on Oct 19, 2020
1,424
$76.94 - $88.82 $110K - $126K
VBK
Vanguard Small Cap Growth ETF

ETFs
Q3 2020 Filed on Oct 19, 2020
1,554
$197.81 - $223.21 $307K - $347K
OUNZ
Van Eck Merk Gold Trust

ETFs
Q3 2020 Filed on Oct 19, 2020
11,954
$17.31 - $20.13 $207K - $241K
VOT
Vanguard Mid Cap Growth Index

ETFs
Q3 2020 Filed on Oct 19, 2020
1,839
$166.29 - $188.98 $306K - $348K
WBA
Walgreens Boots Alliance, Inc.

Healthcare
Q3 2020 Filed on Oct 19, 2020
14,102
$34.67 - $43.16 $489K - $609K
VOE
Vanguard Mid Cap Value Index F

ETFs
Q3 2020 Filed on Oct 19, 2020
2,310
$93.59 - $106.12 $216K - $245K
VTV
Vanguard Value ETF

ETFs
Q3 2020 Filed on Oct 19, 2020
6,543
$98.37 - $109.49 $644K - $716K
VNQ
Vanguard Specialized Funds Van

ETFs
Q3 2020 Filed on Oct 19, 2020
2,695
$76.31 - $83.64 $206K - $225K
FNCL
Fidelity Covington Tr Msci Fin

ETFs
Q3 2020 Filed on Oct 19, 2020
6,108
$32.1 - $35.99 $196K - $220K
LQD
Ishares Iboxx $ Investment Gra

ETFs
Q3 2020 Filed on Oct 19, 2020
1,496
$134.22 - $139.15 $201K - $208K
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
Q3 2020 Filed on Oct 19, 2020
2,760
$82.55 - $83.1 $228K - $229K
Vivint Solar Inc
Q3 2020 Filed on Oct 19, 2020
11,658
N/A
GIGB
Goldman Sachs ETF Access Invt
Q2 2020 Filed on Jul 15, 2020
17,720
N/A
FTEC
Fidelity Covington Tr Msci Inf

ETFs
Q2 2020 Filed on Jul 15, 2020
4,534
$59.66 - $82.42 $270K - $374K
FNDX
Schwab Fundamental U S Large C

ETFs
Q2 2020 Filed on Jul 15, 2020
8,449
$29.92 - $40.24 $253K - $340K
SCHX
Schwab Strategic Tr Us Large C

ETFs
Q2 2020 Filed on Jul 15, 2020
4,665
$29.25 - $38.76 $136K - $181K
IGHG
Proshares Investment Grade Int

ETFs
Q2 2020 Filed on Jul 15, 2020
34,596
$63.2 - $71.69 $2.19M - $2.48M
FDIS
Fidelity Covington Tr Msci Con

ETFs
Q2 2020 Filed on Jul 15, 2020
5,600
$35.43 - $52.77 $198K - $296K
Fs Kkr Capital Corp
Q2 2020 Filed on Jul 15, 2020
992,195
N/A
VOOV
Vanguard S&P 500 Value ETF

ETFs
Q2 2020 Filed on Jul 15, 2020
2,695
$88.97 - $115.84 $240K - $312K
FEMB
First Tr ETF Emerging Markets

ETFs
Q1 2020 Filed on Apr 15, 2020
5,202
$29.82 - $39.33 $155K - $205K
FXO
First Tr Exchange Traded Fd Fi

ETFs
Q1 2020 Filed on Apr 15, 2020
6,780
$17.78 - $34.56 $121K - $234K
EPD
Enterprise Products Partners L.P.

Energy
Q1 2020 Filed on Apr 15, 2020
8,442
$12.27 - $29.02 $104K - $245K
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