Foresight Wealth Management, LLC

13F Filings History

Latest 13F report
Q4 2022 - Feb 13, 2023
Value $
$6.98M
Signature - Title
Adam E. Nugent - MANAGING MEMBER
Location
Draper, UT
Summary
This page shows a list of all the recent 13F filings made by Foresight Wealth Management, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Foresight Wealth Management, LLC reported 15 stock holdings with total value $6.98M as of Q4 2022. Top holdings included SPYV, SPYG, AAPL, SPDW, and PXH.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q4 2022 15 $6.98M $0 -$231M -$231M SPYV, SPYG, AAPL, SPDW, PXH 13F-HR 2/13/2023, 02:45 PM
Q3 2022 110 $235M +$32M -$68.3M -$36.3M PULS, JPST, SPY, AAPL, SPYV 13F-HR 11/4/2022, 11:33 AM
Q2 2022 119 $286M $0 $0 SPY, PULS, JPST, SPYV, AAPL 13F-HR 7/29/2022, 04:03 PM
Q1 2022 117 $248M $0 $0 PULS, SPSB, JPST, AAPL, SPYV 13F-HR 5/3/2022, 08:08 PM
Q4 2021 123 $262M +$29.7M -$6.38M +$23.3M PULS, SPSB, JPST, AAPL, SPYG 13F-HR 2/4/2022, 05:17 PM
Q3 2021 117 $226M $0 $0 PULS, SPSB, JPST, SPYV, SPYG 13F-HR 10/21/2021, 04:23 PM
Q2 2021 128 $237M $0 $0 PULS, SPSB, SPYG, SPYV, AAPL 13F-HR 7/19/2021, 04:41 PM
Q1 2021 107 $201M $0 $0 PULS, SPYV, SPYG, AAPL, SPSB 13F-HR 5/4/2021, 12:47 PM
Q4 2020 113 $194M $0 $0 AAPL, VGSH, JPST, SPYG, SPYV 13F-HR 2/4/2021, 12:52 PM
Q3 2020 91 $158M $0 $0 JPST, VGSH, AAPL, SPYG, SPSB 13F-HR 10/19/2020, 01:05 PM
Q2 2020 96 $134M $0 $0 SPYG, AAPL, JPST, SPSB, SPYV 13F-HR 7/15/2020, 12:27 PM
Q1 2020 88 $118M $0 $0 SPYG, SPYV, SPSB, IGIB, AAPL 13F-HR 4/15/2020, 02:48 PM
Q4 2019 112 $143M $0 $0 SPYG, SPYV, AAPL, IGIB, SPSB 13F-HR 1/14/2020, 06:59 PM
Q3 2019 111 $127M $0 $0 SPYG, SPYV, IGIB, AAPL, SPSB 13F-HR 10/25/2019, 12:23 PM
Q2 2019 101 $125M +$14.4M -$4.01M +$10.4M SPYG, SPYV, AAPL, IGIB, SPSB 13F-HR 7/25/2019, 01:50 PM
Q1 2019 94 $112M +$21M -$10.7M +$10.3M SPYG, SPYV, AAPL, PXH, SPDW 13F-HR 5/6/2019, 06:17 PM
Q4 2018 89 $91M $0 $0 SPYG, SPYV, AAPL, VTV, PXH 13F-HR 2/8/2019, 02:43 PM