Foresight Wealth Management as of Dec. 31, 2022
Portfolio Holdings for Foresight Wealth Management
Foresight Wealth Management holds 15 positions in its portfolio as reported in the December 2022 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Spdr Ser Tr Prtflo S&p500 Vl (SPYV) | 16.6 | $1.2M | 30k | 38.89 | |
| Spdr Ser Tr Prtflo S&p500 Gw (SPYG) | 14.6 | $1.0M | 20k | 50.67 | |
| Apple (AAPL) | 11.9 | $830k | 6.4k | 129.94 | |
| Spdr Index Shs Fds Portfolio Devlpd (SPDW) | 10.9 | $760k | 26k | 29.69 | |
| Invesco Exch Traded Fd Tr Ii Ftse Rafi Emng (PXH) | 9.0 | $628k | 36k | 17.62 | |
| Spdr Ser Tr S&p 400 Mdcp Val (MDYV) | 5.5 | $384k | 5.9k | 64.72 | |
| Spdr Ser Tr S&P 400 MDCP GRW (MDYG) | 5.4 | $379k | 5.8k | 65.34 | |
| Global X Fds Us Pfd Etf (PFFD) | 4.2 | $292k | 15k | 19.37 | |
| Fs Kkr Capital Corp (FSK) | 4.0 | $281k | 16k | 17.50 | |
| Ishares Tr Cre U S Reit Etf (USRT) | 3.9 | $274k | 5.5k | 49.45 | |
| Ishares Msci Gbl Min Vol (ACWV) | 3.4 | $236k | 2.5k | 95.01 | |
| Spdr Ser Tr S&p 600 Smcp Val (SLYV) | 3.1 | $218k | 2.9k | 74.23 | |
| Gladstone Ld (LAND) | 2.9 | $199k | 11k | 18.35 | |
| Cion Invt Corp (CION) | 2.4 | $168k | 17k | 9.75 | |
| Sofi Technologies (SOFI) | 2.2 | $151k | 33k | 4.61 |
