$187 Million is the total value of Foguth Wealth Management, LLC.'s 128 reported holdings in Q1 2024. The portfolio turnover from Q4 2023 to Q1 2024 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q1 2024 | ||||||||
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2024-04-17
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| SPDR S&P 500 ETF TR | 2 | Q2 2024 | 7.4% |
| INVESCO QQQ TR | 2 | Q2 2024 | 7.0% |
| RBB FD INC | 2 | Q2 2024 | 4.9% |
| RBB FD INC | 2 | Q2 2024 | 3.7% |
| J P MORGAN EXCHANGE TRADED F | 2 | Q2 2024 | 3.6% |
| VANECK ETF TRUST | 2 | Q2 2024 | 4.0% |
| AMPLIFY ETF TR | 2 | Q2 2024 | 3.2% |
| SPDR SER TR | 2 | Q2 2024 | 3.3% |
| ISHARES GOLD TR | 2 | Q2 2024 | 2.9% |
| VANGUARD INDEX FDS | 2 | Q2 2024 | 2.9% |
View Foguth Wealth Management, LLC.'s complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-10-09 |
| 13F-HR | 2024-07-16 |
| N-PX | 2024-07-16 |
| 13F-HR | 2024-04-17 |
View Foguth 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.