Foresight Wealth Management, LLC Portfolio Holdings - 13F Filings | 13F Fund Database
Foresight Wealth Management, LLC 13F Holdings
CIK 0001729735 · DRAPER, UT
As of Dec 31, 2022, Foresight Wealth Management, LLC reported
15 positions worth $7.0M in its SEC Form 13F filing.
Top 15 holdings
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|
| STATE STREET(R) SPDR(R) PORTFOLIO S&P 500(R) VALUE ETF | SPYV | — | 29,880 |
|
.2M16.65% |
| STATE STREET(R) SPDR(R) PORTFOLIO S&P 500(R) GROWTH ETF | SPYG | — | 20,121 |
.0M | 14.61% |
| APPLE INC | AAPL | Technology | 6,390 | $830.3K | 11.90% |
| SPDR(R) PORTFOLIO DEVELOPED WORLD EX-US ETF | SPDW | — | 25,582 | $759.5K | 10.88% |
| INVESCO RAFI EMERGING MARKETS ETF | PXH | — | 35,616 | $627.5K | 8.99% |
| STATE STREET(R) SPDR(R) S & P 400(TM) MID CAP VALUE ETF | MDYV | — | 5,925 | $383.5K | 5.49% |
| STATE STREET(R) SPDR(R) S & P 400(TM) MID CAP GROWTH ETF | MDYG | — | 5,805 | $379.3K | 5.43% |
| GLOBAL X US PREFERRED ETF | PFFD | — | 15,056 | $291.6K | 4.18% |
| FS KKR CAPITAL CORP | FSK | Financial Services | 16,055 | $281.0K | 4.03% |
| ISHARES CORE US REIT ETF | USRT | — | 5,531 | $273.5K | 3.92% |
| ISHARES MSCI GLOBAL MIN VOL FACTOR ETF | ACWV | — | 2,482 | $235.8K | 3.38% |
| STATE STREET(R) SPDR(R) S & P 600(TM) SMALL CAP VALUE ETF | SLYV | — | 2,937 | $218.0K | 3.12% |
| GLADSTONE LAND CORP | LAND | Real Estate | 10,844 |
99.0K | 2.85% |
| CION INVESTMENT CORP | CION | Financial Services | 17,204 |
67.7K | 2.40% |
| SOFI TECHNOLOGIES INC | SOFI | Financial Services | 32,831 |
51.4K | 2.17% |