HoldingsChannel.com
Foresight Wealth Management LLC Top Holdings
As of  09/30/2022, below is a summary of the Foresight Wealth Management LLC top holdings by largest position size, as per the latest 13f filing made by Foresight Wealth Management LLC. In the Foresight Wealth Management LLC-top-holdings-table below, each of the top holdings by name is presented in the first column, followed by the amount of shares held by Foresight Wealth Management LLC in that top holding, then the share count change between reporting periods, and finally the Foresight Wealth Management LLC top holding position size for that row.

   EntityAmountChange
 06/30/2022 to 09/30/2022
Position Size
($ in 1000's)
PGIM ETF TR (PULS) 986,792 +288,213 $48,432
     PULS986,792+288,213$48,432
J P MORGAN EXCHANGE TRADED F (JPST) 669,646 +202,970 $33,589
     JPST669,646+202,970$33,589
APPLE INC      $11,952
     AAPL90,539+431$12,513
     Put34,000-8,100$571
     Call10,000-6,800$10
SPDR SER TR (SPYV) 337,385 -14,848 $11,636
     SPYV337,385-14,848$11,636
FS KKR CAP CORP 635,871 +83,787 $10,778
     FSK635,871+83,787$10,778
SPDR SER TR (SPYG) 194,908 -7,269 $9,765
     SPYG194,908-7,269$9,765
VANGUARD INDEX FDS (VOO) 22,214 +1 $7,293
     VOO22,214+1$7,293
NCINO INC 171,103 UNCH $5,836
     NCNO171,103UNCH$5,836
INVESCO EXCH TRADED FD TR II (PXH) 285,042 -2,663 $4,612
     PXH285,042-2,663$4,612
SPDR INDEX SHS FDS (SPDW) 161,792 +1,875 $4,174
     SPDW161,792+1,875$4,174
SPDR SER TR (MDYG) 55,452 -2,044 $3,347
     MDYG55,452-2,044$3,347
SPDR SER TR (MDYV) 54,586 -2,170 $3,156
     MDYV54,586-2,170$3,156
GLOBAL X FDS 152,534 -16,770 $3,128
     PFFD152,534-16,770$3,128
ISHARES TR (USRT) 58,039 -1,909 $2,757
     USRT58,039-1,909$2,757
MICROSOFT CORP      $1,957
     MSFT9,266-27$2,158
     Put4,700+4,700$201
CHEVRON CORP NEW 13,602 +264 $1,954
     CVX13,602+264$1,954
SPDR SER TR (SPIB) 59,915 -4,171 $1,877
     SPIB59,915-4,171$1,877
GLADSTONE LD CORP 102,380 -3,137 $1,853
     LAND102,380-3,137$1,853
AMAZON COM INC 16,208 -258 $1,832
     AMZN16,208-258$1,832
ACCENTURE PLC IRELAND 6,689 UNCH $1,721
     ACN6,689UNCH$1,721
ISHARES INC (ACWV) 17,785 -442 $1,575
     ACWV17,785-442$1,575
SEMPRA 9,554 +395 $1,432
     SRE9,554+395$1,432
SPDR SER TR (SLYV) 20,355 -610 $1,367
     SLYV20,355-610$1,367
ALPHABET INC 13,009 +12,381 $1,251
     GOOG13,009+12,381$1,251
IRON MTN INC DEL 28,429 +1,555 $1,250
     IRM28,429+1,555$1,250
FRANCHISE GROUP INC 50,377 +8,755 $1,224
     FRG50,377+8,755$1,224
WILLIAMS COS INC 39,931 +1,412 $1,143
     WMB39,931+1,412$1,143
WISDOMTREE TR 46,396 +808 $1,126
     ELD46,396+808$1,126
MERCK & CO INC 12,782 +724 $1,101
     MRK12,782+724$1,101
J P MORGAN EXCHANGE TRADED F (JPIB) 24,723 -1,570 $1,099
     JPIB24,723-1,570$1,099
MASTERCARD INCORPORATED 3,852 +125 $1,095
     MA3,852+125$1,095
JPMORGAN CHASE & CO 10,461 +1,188 $1,093
     JPM10,461+1,188$1,093
VISA INC 5,724 +121 $1,017
     V5,724+121$1,017
LYONDELLBASELL INDUSTRIES N 12,753 +1,267 $960
     LYB12,753+1,267$960
BROADCOM INC 2,160 +131 $959
     AVGO2,160+131$959
META PLATFORMS INC 6,891 +741 $935
     FB6,891+741$935
SPDR SER TR (SLYG) 13,385 -302 $912
     SLYG13,385-302$912
NVIDIA CORPORATION 7,491 +851 $909
     NVDA7,491+851$909
LOCKHEED MARTIN CORP 2,321 UNCH $897
     LMT2,321UNCH$897
TESLA INC 3,348 +2,243 $888
     TSLA3,348+2,243$888
CROWN CASTLE INC 6,108 +353 $883
     CCI6,108+353$883
AT&T INC 57,533 +11,654 $883
     T57,533+11,654$883
SPDR SER TR (SPSB) 29,787 -70,600 $870
     SPSB29,787-70,600$870
PHILIP MORRIS INTL INC 10,164 +652 $844
     PM10,164+652$844
STAG INDL INC 29,372 +2,422 $835
     STAG29,372+2,422$835
3M CO 7,440 +1,039 $822
     MMM7,440+1,039$822
MOELIS & CO 23,337 +3,257 $789
     MC23,337+3,257$789
SYSCO CORP 11,063 +488 $782
     SYY11,063+488$782
VALLEY NATL BANCORP 71,297 +4,284 $770
     VLY71,297+4,284$770
BK OF AMERICA CORP 25,382 +4,367 $767
     BAC25,382+4,367$767

See Full List: All Stocks Held By Foresight Wealth Management LLC
— Including:
     • Biggest new positions
     • Biggest exits
     • Biggest increased positions
     • Biggest decreased positions

See Details: Top 10 Stocks Held By Foresight Wealth Management LLC

Size ($ in 1000's)
At 09/30/2022: $436,773
At 06/30/2022: $483,960

Foresight Wealth Management LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Foresight Wealth Management LLC 13F filings. Link to 13F filings: SEC filings

Foresight Wealth Management LLC Top Holdings 13F Filings | www.HoldingsChannel.com

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