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CIK: 0002016322
Total reported value
$878.9M
$878.9M
148 檔
12.0%
As reported in its official Q4 2024 Form 13F filing, Foguth Wealth Management, LLC.'s tracked investment portfolio stood at $878.9M with 148 total positions.
In Q4 2024, Foguth Wealth Management, LLC. displayed an active expansion posture, initiating 7 new positions and adding to 36 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 6.32% | -1.95% | +31.36% | |
| 2 | DIVB | Ishares Core Dividend ETF | ETF-Other | 6.19% | -1.63% | +48.92% | |
| 3 | MOAT | Vaneck Morningstar Wide Moat | ETF-Other | 5.63% | -2.62% | +43.44% | |
| 4 | QQQM | Invesco Nasdaq 100 ETF | ETF-Tech | 5.27% | -1.21% | +11.41% | |
| 5 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 4.31% | +4.66% | +39.64% | |
| 6 | DIVO | Amplify Cwp Enhan Divid ETF | ETF-Other | 3.38% | +0.60% | +22.97% | |
| 7 | UFIV | F/m US Treasury 5 Year Note | ETF-Gov Bonds | 2.99% | -0.62% | +68.85% | |
| 8 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 2.87% | -0.93% | +597.67% | |
| 9 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 2.59% | -1.38% | +33.38% | |
| 10 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 2.54% | +0.95% | -9.30% | |
| 11 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-Small Cap | 2.48% | -0.54% | +41.89% | |
| 12 | UTEN | F/m US Treasury 10 Year Note | ETF-Gov Bonds | 2.26% | -0.60% | +70.03% | |
| 13 | FJAN | Ft Vest U.s. Equity Buffer E | ETF-Other | 2.12% | -0.42% | +47.13% | |
| 14 | FNDX | Schwab Fndmntl US Lrg Co ETF | ETF-Other | 1.92% | -0.49% | +245.11% | |
| 15 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 1.92% | +1.40% | +259.57% | |
| 16 | DAUG | Ft Vest U.s. Equity Deep Buf | ETF-Other | 1.91% | -0.09% | -8.32% | |
| 17 | IAU | Ishares Gold Trust | ETF-Commodities | 1.87% | +0.28% | +61.47% | |
| 18 | DJAN | Ft Vest U.s. Equity Deep Buf | ETF-Other | 1.87% | -0.04% | EXIT | |
| 19 | SMH | Vaneck Semiconductor ETF | ETF-Other | 1.82% | -0.02% | +3.65% | |
| 20 | DJUL | Ft Vest US Equity Deep Buffe | ETF-Other | 1.79% | -0.35% | +136.44% | |
| 21 | DOCT | Ft Vest U.s. Equity Deep Buf | ETF-Other | 1.60% | -0.33% | — | |
| 22 | IBLC | Ishares Blockchain & Tech | ETF-Tech | 1.44% | +0.36% | -15.20% | |
| 23 | QYLD | Global X Nasd 100 Cov Call | ETF-Other | 1.38% | -2.63% | +53.43% | |
| 24 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-Corp Bonds | 1.35% | -0.72% | +40.51% | |
| 25 | IUS | Invesco Rafi Strategic US Et | ETF-Other | 1.32% | -0.32% | +17.33% | |
| 26 | DMAR | Ft Vest US Equity Deep Buffe | ETF-Other | 1.16% | -0.08% | -24.40% | |
| 27 | FJUN | Ft Vest US Equity Buff Etf-j | ETF-Other | 1.12% | -0.35% | +789.66% | |
| 28 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-Other | 1.09% | -0.36% | +92.94% | |
| 29 | XLY | Ss Consumer Disc Select Sect | ETF-Other | 1.03% | — | +92.92% | |
| 30 | FAPR | Ft Vest U.s. Equity Buffer E | ETF-Other | 1.01% | -0.05% | -28.51% | |
| 31 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 1.01% | -0.12% | +7.23% | |
| 32 | BOTZ | Global X Robotics & Artifici | ETF-Other | 0.89% | +0.22% | +1.36% | |
| 33 | GRID | First Trst Nasd Cl Edg Sgiif | ETF-Other | 0.85% | -0.04% | +5.11% | |
| 34 | PHYL | Pgim Active High Yield Bond | ETF-High Yield | 0.79% | -0.43% | +32.12% | |
| 35 | DJUN | Ft Vest US Equity Deep Buffe | ETF-Other | 0.71% | — | -4.48% | |
| 36 | XLF | Ss Financial Select Sector | ETF-Other | 0.70% | -0.19% | +34.63% | |
| 37 | KNG | Ft Vest S&p 500 Dvd Arst Trg | ETF-Large Cap & Growth | 0.69% | -1.39% | +28.32% | |
| 38 | XLE | Ss Energy Select Sector | ETF-Other | 0.64% | -0.14% | +72.16% | |
| 39 | AAPL | Apple Inc | Stock-Tech | 0.63% | +0.02% | +40.48% | |
| 40 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.58% | -0.14% | -69.32% | |
| 41 | VUG | Vanguard Growth ETF | ETF-Other | 0.57% | -0.16% | +1.47% | |
| 42 | XLP | Ss Consumer Staples Sel Sect | ETF-Other | 0.57% | -0.07% | +34.66% | |
| 43 | WAT | Waters CORP | Stock-Healthcare | 0.55% | -0.09% | — | |
| 44 | XLRE | Ss Real Estate Select Sector | ETF-Other | 0.53% | -0.13% | +72.40% | |
| 45 | FLBL | Franklin Senior Loan ETF | ETF-Other | 0.52% | -0.25% | +31.33% | |
| 46 | DSEP | Ft Vest U.s. Equity Deep Buf | ETF-Other | 0.50% | -0.02% | +45.71% | |
| 47 | JEPQ | JPM Nasdaq Equity Premium | ETF-Tech | 0.49% | -0.80% | — | |
| 48 | XLK | Ss Technology Select Sector | ETF-Tech | 0.49% | -0.56% | -23.48% | |
| 49 | OMFL | Invesco Russell 1000 Dyn M/f | ETF-Other | 0.45% | +0.16% | +60.80% | |
| 50 | MSFT | Microsoft CORP | Stock-Tech | 0.44% | -0.19% | -2.99% |
According to official SEC Form 13F filings, Foguth Wealth Management, LLC. reported a total U.S. public equity portfolio value of $878.9M across 148 disclosed positions in Q4 2024.
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Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including SPY, DIVB, MOAT) accounted for 12.0% of total reported equity market value during Q4 2024.
Top New Position Initiated
DJAN
市值: $7.1M
Top Position Liquidated / Trimmed
SFEB
前期市值: $705.7K
During Q4 2024, Foguth Wealth Management, LLC.'s top holdings by market value included SPY (6.3%)、DIVB (6.2%)、MOAT (5.6%). The largest single position, SPY, represented 6.3% of total portfolio value.
In Q4 2024, Foguth Wealth Management, LLC. made 50 total portfolio adjustments, initiating 7 new buys, adding to 36 positions, trimming 5 holdings, and fully liquidating 2 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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