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CIK: 0001630936
Total reported value
$202.0M
$202.0M
75 檔
20.7%
As reported in its official Q2 2024 Form 13F filing, Foresight Capital Management Advisors, Inc.'s tracked investment portfolio stood at $202.0M with 75 total positions.
During Q2 2024, Foresight Capital Management Advisors, Inc.'s portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 7.64% | +0.01% | +41.93% | |
| 2 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 7.17% | +0.03% | +6.41% | |
| 3 | IRM | Iron Mountain Inc | Stock-Real Estate | 5.75% | -0.63% | -0.40% | |
| 4 | AVGO | Broadcom Inc | Stock-Tech | 4.07% | -0.13% | -1.37% | |
| 5 | ARCC | Ares Capital CORP | Stock-Financials | 3.68% | +0.19% | +3.58% | |
| 6 | HEFA | Isha Curr Hedged Msci Eafe | ETF-Other | 3.66% | — | +109.86% | |
| 7 | NVDA | Nvidia CORP | Stock-Tech | 3.63% | +0.26% | +892.69% | |
| 8 | IBM | Intl Business Machines CORP | Stock-Tech | 3.04% | -0.48% | +87.87% | |
| 9 | AAPL | Apple Inc | Stock-Tech | 2.71% | +0.32% | +0.29% | |
| 10 | BIV | Vanguard Intermediate-term B | ETF-Other | 2.56% | — | +115.19% | |
| 11 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 2.52% | +0.04% | +0.85% | |
| 12 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 2.51% | +0.04% | +0.15% | |
| 13 | MSFT | Microsoft CORP | Stock-Tech | 2.31% | +0.50% | -0.71% | |
| 14 | DELL | Dell Technologies -c | Stock-Tech | 2.30% | +0.04% | -3.69% | |
| 15 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-Large Cap & Growth | 2.25% | -0.05% | +6.59% | |
| 16 | FDVV | Fidelity High Dividend ETF | ETF-Other | 2.10% | +0.02% | +2.38% | |
| 17 | GLW | Corning Inc | Stock-Tech | 2.01% | -2.05% | +2.12% | |
| 18 | LVHI | Franklin International Low V | ETF-Other | 1.98% | +0.08% | +3.05% | |
| 19 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 1.96% | +0.01% | NEW | |
| 20 | HMC | Honda Motor Co Ltd-spons Adr | Stock-Consumer Disc | 1.88% | — | +2.36% | |
| 21 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.85% | -0.06% | -1.77% | |
| 22 | VTWO | Vanguard Russell 2000 ETF | ETF-Small Cap | 1.83% | -0.21% | +2.22% | |
| 23 | DIVO | Amplify Cwp Enhan Divid ETF | ETF-Other | 1.73% | +0.05% | NEW | |
| 24 | JEPQ | JPM Nasdaq Equity Premium | ETF-Tech | 1.71% | +0.07% | — | |
| 25 | KMI | Kinder Morgan, Inc. | Stock-Energy | 1.71% | -0.05% | +5.27% | |
| 26 | CWB | Ss Spdr Bb Conv Sec ETF | ETF-Other | 1.70% | — | NEW | |
| 27 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.69% | +0.07% | -1.33% | |
| 28 | UL | Unilever PLC | Stock-Consumer Staples | 1.65% | — | +3.26% | |
| 29 | PEP | Pepsico Inc | Stock-Consumer Staples | 1.57% | +0.01% | NEW | |
| 30 | PNC | Pnc Financial Services Group | Stock-Financials | 1.56% | -0.24% | +6.98% | |
| 31 | NVS | Novartis Ag-sponsored Adr | Stock-Healthcare | 1.53% | +0.05% | NEW | |
| 32 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 1.43% | — | -3.58% | |
| 33 | IDVO | Amplify Cwp Intl Enh Dvd Inc | ETF-Other | 1.42% | +0.01% | — | |
| 34 | RWK | Invesco S&p Midcap 400 Rev | ETF-Other | 1.17% | — | +51.38% | |
| 35 | LYB | LyondellBasell Industries N.V. | Stock-Materials | 0.96% | — | — | |
| 36 | ABBV | Abbvie Inc | Stock-Healthcare | 0.91% | +0.04% | NEW | |
| 37 | APD | Air Products & Chemicals Inc | Stock-Materials | 0.83% | — | +6.39% | |
| 38 | HSBC | Hsbc Holdings Plc-spons Adr | Stock-Financials | 0.80% | +0.97% | +3.35% | |
| 39 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.78% | — | — | |
| 40 | IVLU | Ishares Msci International V | ETF-Other | 0.70% | +0.03% | NEW | |
| 41 | O | Realty Income CORP | Stock-Real Estate | 0.62% | -0.08% | +10.91% | |
| 42 | QQQM | Invesco Nasdaq 100 ETF | ETF-Tech | 0.59% | — | -1.59% | |
| 43 | VZ | Verizon Communications Inc | Stock-Comm Services | 0.57% | +0.16% | +14.31% | |
| 44 | VGT | Vanguard Info Tech ETF | ETF-Tech | 0.56% | — | -1.38% | |
| 45 | QLD | Proshares Ultra Qqq | ETF-Other | 0.54% | — | — | |
| 46 | IWL | Ishares Russell Top 200 ETF | ETF-Other | 0.52% | — | -1.73% | |
| 47 | WTV | Wisdomtree U.s. Value Fund | ETF-Other | 0.51% | — | -1.81% | |
| 48 | FNDF | Schwab Fndmn Intl Lrg Co ETF | ETF-Other | 0.45% | — | -2.28% | |
| 49 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.24% | — | — | |
| 50 | MIY | Blackrock Muniyield Mi Qlty | Stock-Other | 0.21% | -0.02% | — |
According to official SEC Form 13F filings, Foresight Capital Management Advisors, Inc. reported a total U.S. public equity portfolio value of $202.0M across 75 disclosed positions in Q2 2024.
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In terms of portfolio concentration, the top 5 core holdings (including QQQ, SPY, IRM) accounted for 20.7% of total reported equity market value during Q2 2024.
During Q2 2024, Foresight Capital Management Advisors, Inc.'s top holdings by market value included QQQ (7.6%)、SPY (7.2%)、IRM (5.8%). The largest single position, QQQ, represented 7.6% of total portfolio value.
In Q2 2024, Foresight Capital Management Advisors, Inc. made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 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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