Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Foresight Wealth Management, LLC (CIK 1729735) reported $7.0M across 15 reported positions in its SEC 13F filing for 2022-12-31. Largest positions: SPYV ($1.2M, 16.65%), SPYG ($1.0M, 14.61%), AAPL ($830,313, 11.90%), SPDW ($759,520, 10.88%), PXH ($627,547, 8.99%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | SPYV | SPDR SER TR | $1.2M | 16.65% | 29,880 | Trimmed |
| 2 | SPYG | SPDR SER TR | $1.0M | 14.61% | 20,121 | Trimmed |
| 3 | AAPL | APPLE INC | $830,313 | 11.90% | 6,390 | Trimmed |
| 4 | SPDW | SPDR INDEX SHS FDS | $759,520 | 10.88% | 25,582 | Trimmed |
| 5 | PXH | INVESCO EXCH TRADED FD TR II | $627,547 | 8.99% | 35,616 | Trimmed |
| 6 | MDYV | SPDR SER TR | $383,479 | 5.49% | 5,925 | Trimmed |
| 7 | MDYG | SPDR SER TR | $379,310 | 5.43% | 5,805 | Trimmed |
| 8 | PFFD | GLOBAL X FDS | $291,639 | 4.18% | 15,056 | Trimmed |
| 9 | FSK | FS KKR CAP CORP | $280,964 | 4.03% | 16,055 | Trimmed |
| 10 | USRT | ISHARES TR | $273,501 | 3.92% | 5,531 | Trimmed |
| 11 | ACWV | ISHARES INC | $235,806 | 3.38% | 2,482 | Trimmed |
| 12 | SLYV | SPDR SER TR | $218,018 | 3.12% | 2,937 | Trimmed |
| 13 | LAND | GLADSTONE LD CORP | $198,992 | 2.85% | 10,844 | Trimmed |
| 14 | CION | CION INVT CORP | $167,739 | 2.40% | 17,204 | Trimmed |
| 15 | SOFI | SOFI TECHNOLOGIES INC | $151,351 | 2.17% | 32,831 | Trimmed |
| 16 | T | AT&T INC | $0 | 0.00% | 0 | Exited |
| 17 | GE | GENERAL ELECTRIC CO | $0 | 0.00% | 0 | Exited |
| 18 | CPNG | COUPANG INC | $0 | 0.00% | 0 | Exited |
| 19 | CEQP | CRESTWOOD EQUITY PARTNERS LP | $0 | 0.00% | 0 | Exited |
| 20 | CCI | CROWN CASTLE INC | $0 | 0.00% | 0 | Exited |
| 21 | IVH | DELAWARE IVY HIGH INCOME OPP | $0 | 0.00% | 0 | Exited |
| 22 | DIS | DISNEY WALT CO | $0 | 0.00% | 0 | Exited |
| 23 | AVGO | BROADCOM INC | $0 | 0.00% | 0 | Exited |
| 24 | META | META PLATFORMS INC | $0 | 0.00% | 0 | Exited |
| 25 | AG | FIRST MAJESTIC SILVER CORP | $0 | 0.00% | 0 | Exited |
Source: SEC Form 13F filings · as of 2022-12-31