Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
No holdings reported for quarter Q1 2011 |
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
SPDR SER TR | 17 | Q4 2022 | 14.6% |
SPDR SER TR | 17 | Q4 2022 | 16.6% |
APPLE INC | 17 | Q4 2022 | 11.9% |
SPDR INDEX SHS FDS | 17 | Q4 2022 | 10.9% |
INVESCO EXCH TRADED FD TR II | 17 | Q4 2022 | 9.0% |
SPDR SER TR | 17 | Q4 2022 | 5.5% |
SPDR SER TR | 17 | Q4 2022 | 5.4% |
ISHARES TR | 17 | Q4 2022 | 3.9% |
GLADSTONE LD CORP | 17 | Q4 2022 | 2.9% |
ISHARES INC | 17 | Q4 2022 | 3.4% |
View Foresight Wealth Management, LLC's complete holdings history.
Latest filings
Type | Filed |
---|---|
13F-HR | 2023-02-13 |
13F-HR | 2022-11-04 |
13F-HR | 2022-07-29 |
13F-HR | 2022-05-04 |
13F-HR | 2022-02-04 |
13F-HR | 2021-10-21 |
13F-HR | 2021-07-19 |
13F-HR | 2021-05-04 |
13F-HR | 2021-02-04 |
13F-HR | 2020-10-19 |
View Foresight Wealth Management, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.