Entity | Amount | Change
12/31/2023 to 03/31/2024 |
Position Size ($ in 1000's) |
---|---|---|---|
SPDR S&P 500 ETF TR (SPY) | 18,300 | +300 | $9,572 |
SPY | 18,300 | +300 | $9,572 |
IRON MTN INC DEL | 95,114 | +1,429 | $7,629 |
IRM | 95,114 | +1,429 | $7,629 |
INVESCO QQQ TR | 16,609 | +9,790 | $7,374 |
QQQ | 16,609 | +9,790 | $7,374 |
ARES CAPITAL CORP | 251,903 | +10,841 | $5,245 |
ARCC | 251,903 | +10,841 | $5,245 |
BROADCOM INC | 3,796 | -15 | $5,032 |
AVGO | 3,796 | -15 | $5,032 |
NVIDIA CORPORATION | 4,379 | +2,112 | $3,957 |
NVDA | 4,379 | +2,112 | $3,957 |
VANGUARD INDEX FDS (VTI) | 13,778 | +433 | $3,581 |
VTI | 13,778 | +433 | $3,581 |
ISHARES TR (IVV) | 6,770 | +257 | $3,559 |
IVV | 6,770 | +257 | $3,559 |
APPLE INC | 18,950 | +408 | $3,250 |
AAPL | 18,950 | +408 | $3,250 |
MICROSOFT CORP | 7,703 | +222 | $3,241 |
MSFT | 7,703 | +222 | $3,241 |
SPDR DOW JONES INDL AVERAGE (DIA) | 7,980 | +360 | $3,174 |
DIA | 7,980 | +360 | $3,174 |
HONDA MOTOR LTD | 84,054 | +2,908 | $3,129 |
HMC | 84,054 | +2,908 | $3,129 |
FIDELITY COVINGTON TRUST | 64,795 | +1,545 | $2,936 |
FDVV | 64,795 | +1,545 | $2,936 |
DELL TECHNOLOGIES INC | 25,591 | +631 | $2,920 |
DELL | 25,591 | +631 | $2,920 |
LEGG MASON ETF INVT (LVHI) | 95,594 | +5,266 | $2,847 |
LVHI | 95,594 | +5,266 | $2,847 |
VANGUARD SCOTTSDALE FDS (VTWO) | 32,280 | +1,886 | $2,746 |
VTWO | 32,280 | +1,886 | $2,746 |
STANLEY BLACK & DECKER INC | 27,620 | +1,188 | $2,705 |
SWK | 27,620 | +1,188 | $2,705 |
INTERNATIONAL BUSINESS MACHS | 13,829 | +669 | $2,641 |
IBM | 13,829 | +669 | $2,641 |
ISHARES TR (HEFA) | 72,408 | +72,408 | $2,526 |
HEFA | 72,408 | +72,408 | $2,526 |
CISCO SYS INC | 50,102 | +2,755 | $2,501 |
CSCO | 50,102 | +2,755 | $2,501 |
AMPLIFY ETF TR (DIVO) | 63,930 | +3,149 | $2,486 |
DIVO | 63,930 | +3,149 | $2,486 |
CORNING INC | 74,896 | +3,987 | $2,469 |
GLW | 74,896 | +3,987 | $2,469 |
WISDOMTREE TR | 51,834 | +2,974 | $2,381 |
IHDG | 51,834 | +2,974 | $2,381 |
AMAZON COM INC | 13,101 | +657 | $2,363 |
AMZN | 13,101 | +657 | $2,363 |
PEPSICO INC | 13,465 | +666 | $2,357 |
PEP | 13,465 | +666 | $2,357 |
ISHARES TR (XT) | 39,379 | +2,416 | $2,348 |
XT | 39,379 | +2,416 | $2,348 |
ALPHABET INC | 15,271 | +657 | $2,305 |
GOOGL | 15,271 | +657 | $2,305 |
ISHARES TR (IWM) | 10,838 | +300 | $2,279 |
IWM | 10,838 | +300 | $2,279 |
PNC FINL SVCS GROUP INC | 13,843 | +935 | $2,237 |
PNC | 13,843 | +935 | $2,237 |
KINDER MORGAN INC DEL | 120,686 | +7,054 | $2,213 |
KMI | 120,686 | +7,054 | $2,213 |
UNILEVER PLC | 42,898 | +2,110 | $2,153 |
UL | 42,898 | +2,110 | $2,153 |
NOVARTIS AG | 19,954 | +1,121 | $1,930 |
NVS | 19,954 | +1,121 | $1,930 |
SPDR SER TR (SPYV) | 36,155 | +36,155 | $1,811 |
SPYV | 36,155 | +36,155 | $1,811 |
VANGUARD BD INDEX FDS (BIV) | 23,450 | +23,450 | $1,768 |
BIV | 23,450 | +23,450 | $1,768 |
STELLANTIS N.V | 54,550 | +54,550 | $1,544 |
STLA | 54,550 | +54,550 | $1,544 |
VIATRIS INC | 120,329 | +7,668 | $1,437 |
VTRS | 120,329 | +7,668 | $1,437 |
SPDR SER TR (CWB) | 19,577 | +19,577 | $1,430 |
CWB | 19,577 | +19,577 | $1,430 |
WK KELLOGG CO | 67,025 | +67,025 | $1,260 |
KLG | 67,025 | +67,025 | $1,260 |
INVESCO EXCH TRADED FD TR II (RWK) | 10,389 | +10,389 | $1,196 |
RWK | 10,389 | +10,389 | $1,196 |
AIR PRODS & CHEMS INC | 4,473 | +684 | $1,084 |
APD | 4,473 | +684 | $1,084 |
HSBC HLDGS PLC | 26,303 | -64 | $1,035 |
HSBC | 26,303 | -64 | $1,035 |
ISHARES TR (IVLU) | 35,650 | +35,650 | $1,006 |
IVLU | 35,650 | +35,650 | $1,006 |
REALTY INCOME CORP | 15,561 | +15,561 | $842 |
O | 15,561 | +15,561 | $842 |
INVESCO EXCH TRADED FD TR II (QQQM) | 4,525 | +4,525 | $827 |
QQQM | 4,525 | +4,525 | $827 |
WISDOMTREE TR | 10,423 | +10,423 | $788 |
WTV | 10,423 | +10,423 | $788 |
VANGUARD WORLD FD (VGT) | 1,450 | +1,450 | $760 |
VGT | 1,450 | +1,450 | $760 |
VERIZON COMMUNICATIONS INC | 17,956 | +17,956 | $753 |
VZ | 17,956 | +17,956 | $753 |
ISHARES TR (IWL) | 5,829 | +5,829 | $741 |
IWL | 5,829 | +5,829 | $741 |
PROSHARES TR (QLD) | 8,013 | +5 | $701 |
QLD | 8,013 | +5 | $701 |
SCHWAB STRATEGIC TR | 19,375 | +19,375 | $690 |
FNDF | 19,375 | +19,375 | $690 |
See Full List: All Stocks Held By Foresight Capital Management Advisors Inc.
— Including:
Biggest new positions
Biggest exits
Biggest increased positions
Biggest decreased positions
See Details: Top 10 Stocks Held By Foresight Capital Management Advisors Inc.
Size ($ in 1000's)
At 03/31/2024: $131,294 At 12/31/2023: $97,626 Foresight Capital Management Advisors Inc. holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Foresight Capital Management Advisors Inc. 13F filings. Link to 13F filings: SEC filings |