Advertisement
Screener

Foguth Wealth Management, LLC. Historic Quarter Change: USA Stocks, Added

Foguth Wealth Management, LLC. historic quarter change: USA Stocks, Added

In share positions in stocks (listed in the US), over 8 quarters from 2024-03-31 to 2026-06-30, Foguth Wealth Management, LLC. opened 83 positions, added to 228, reduced 161 and sold out of 67.

  • Q2 2026: Stock IAU; Country of operation United States; Class ISHARES NEW; Shares before 15,544.
  • Q2 2026: Stock AAPL; Country of operation United States; Class COM; Shares before 34,238.
  • Q2 2026: Stock ASTS; Country of operation United States; Class COM CL A; Shares before 10,099.
  • Q2 2026: Stock JPM; Country of operation United States; Class COM; Shares before 2,419.

Each consecutive pair of Form 13F-HR filings compared (SEC CIK 2016322), 8 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-07-21); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-06-01); Q4 2025 (2025-06-30 to 2025-12-31, filed 2026-01-05); Q2 2025 (2025-03-31 to 2025-06-30, filed 2025-07-22); Q1 2025 (2024-12-31 to 2025-03-31, filed 2025-05-15); Q4 2024 (2024-09-30 to 2024-12-31, filed 2025-01-27); Q3 2024 (2024-06-30 to 2024-09-30, filed 2024-10-09); Q2 2024 (2024-03-31 to 2024-06-30, filed 2024-07-16). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move. Only the filings held here are compared; the firm's 13F-HR filings go back to the quarter ended 2024-03-31.

QuarterStockCountry of operationClassShares beforeShares afterShare changeValue beforeValue afterValue changeFiled
Q2 2026IAU
ISHARES GOLD TR
United StatesISHARES NEW15,54454,350+38,806$1,328,857$4,095,273+$2,766,4162026-07-21
Q2 2026AAPL
APPLE INC
United StatesCOM34,23834,767+529$10,684,250$11,354,716+$670,4662026-07-21
Q2 2026ASTS
AST SPACEMOBILE INC
United StatesCOM CL A10,09910,838+739$1,145,328$622,318-$523,0102026-07-21
Q2 2026JPM
JPMORGAN CHASE & CO
United StatesCOM2,4193,093+674$724,158$1,048,269+$324,1112026-07-21
Q2 2026TSLA
TESLA INC
United StatesCOM9,25410,079+825$4,032,801$3,725,030-$307,7712026-07-21
Q2 2026NVDA
NVIDIA CORPORATION
United StatesCOM40,57940,865+286$8,567,887$8,306,939-$260,9482026-07-21
Q2 2026MSFT
MICROSOFT CORP
United StatesCOM7,1597,379+220$3,223,326$2,968,383-$254,9432026-07-21
Q2 2026META
META PLATFORMS INC
United StatesCL A1,3181,634+316$833,477$1,055,426+$221,9492026-07-21
Q2 2026JNJ
JOHNSON & JOHNSON
United StatesCOM1,8962,419+523$427,231$601,981+$174,7502026-07-21
Q2 2026CVX
CHEVRON CORPORATION
United StatesCOM3,5174,203+686$641,766$797,300+$155,5342026-07-21
Q2 2026AXON
AXON ENTERPRISE INC
United StatesCOM1,2051,284+79$540,708$677,284+$136,5762026-07-21
Q2 2026AMZN
AMAZON COM INC
United StatesCOM7,9678,145+178$2,156,189$2,036,169-$120,0202026-07-21
Q2 2026AVGO
BROADCOM INC
United StatesCOM1,9702,012+42$879,925$760,810-$119,1152026-07-21
Q2 2026TXN
TEXAS INSTRS INC
United StatesCOM4,5674,601+34$1,395,975$1,306,946-$89,0292026-07-21
Q2 2026PANW
PALO ALTO NETWORKS INC
United StatesCOM1,0491,090+41$295,493$380,039+$84,5462026-07-21
Q2 2026INTC
INTEL CORP
United StatesCOM5,0795,143+64$582,460$499,180-$83,2802026-07-21
Q2 2026GOOG
ALPHABET INC
United StatesCAP STK CL C4,0514,107+56$1,524,794$1,443,135-$81,6592026-07-21
Q2 2026GOOGL
ALPHABET INC
United StatesCAP STK CL A5,2935,507+214$2,013,007$1,938,340-$74,6672026-07-21
Q2 2026MCD
MCDONALDS CORP
United StatesCOM7,3007,342+42$2,038,078$1,964,953-$73,1252026-07-21
Q2 2026DTE
DTE ENERGY CO
United StatesCOM5,1115,500+389$730,241$802,703+$72,4622026-07-21
Q2 2026AMAT
APPLIED MATLS INC
United StatesCOM685722+37$308,132$379,499+$71,3672026-07-21
Q2 2026V
VISA INC
United StatesCOM CL A782905+123$255,247$326,355+$71,1082026-07-21
Q2 2026KO
COCA COLA CO
United StatesCOM16,14616,357+211$1,275,702$1,343,207+$67,5052026-07-21
Q2 2026ABT
ABBOTT LABORATORIES
United StatesCOM3,6903,763+73$315,836$382,576+$66,7402026-07-21
Q2 2026MRSH
MARSH & MCLENNAN COS INC
United StatesCOM2,4722,493+21$395,449$453,978+$58,5292026-07-21
Q2 2026PLTR
PALANTIR TECHNOLOGIES INC
United StatesCL A4,9875,412+425$780,665$729,808-$50,8572026-07-21
Q2 2026ADP
AUTOMATIC DATA PROCESSING IN
United StatesCOM1,1671,194+27$258,969$304,872+$45,9032026-07-21
Q2 2026BX
BLACKSTONE INC
United StatesCOM6,5126,523+11$761,709$806,308+$44,5992026-07-21
Q2 2026DIS
DISNEY WALT CO
United StatesCOM3,4694,035+566$353,259$389,006+$35,7472026-07-21
Q2 2026UNH
UNITEDHEALTH GROUP INC
United StatesCOM661680+19$251,467$286,789+$35,3222026-07-21
Q2 2026PM
PHILIP MORRIS INTL INC
United StatesCOM2,0552,073+18$364,590$399,588+$34,9982026-07-21
Q2 2026MO
ALTRIA GROUP INC
United StatesCOM5,0095,080+71$348,495$379,246+$30,7512026-07-21
Q2 2026COST
COSTCO WHOLESALE CORPORATION
United StatesCOM648695+47$619,614$650,287+$30,6732026-07-21
Q2 2026ET
ENERGY TRANSFER L P
United StatesCOM UT LTD PTN24,32324,423+100$466,272$495,299+$29,0272026-07-21
Q2 2026NSC
NORFOLK SOUTHN CORP
United StatesCOM847849+2$258,351$284,444+$26,0932026-07-21
Q2 2026PG
PROCTER & GAMBLE CO
United StatesCOM3,3763,418+42$484,673$509,741+$25,0682026-07-21
Q2 2026SYK
STRYKER CORPORATION
United StatesCOM1,2841,306+22$391,691$416,750+$25,0592026-07-21
Q2 2026XOMXXXX
EXXON MOBIL CORP
COM2,1852,300+115$317,460$341,250+$23,7902026-07-21
Q2 2026CRWD
CROWDSTRIKE HLDGS INC
United StatesCL A7943,038+2,244$580,414$603,013+$22,5992026-07-21
Q2 2026CSCO
CISCO SYS INC
United StatesCOM12,35513,261+906$1,487,770$1,467,975-$19,7952026-07-21
Q2 2026LOW
LOWES COS INC
United StatesCOM2,5612,590+29$548,989$530,211-$18,7782026-07-21
Q2 2026ROK
ROCKWELL AUTOMATION INC
United StatesCOM576602+26$259,780$275,995+$16,2152026-07-21
Q2 2026DTM
DT MIDSTREAM INC
United StatesCOMMON STOCK3,7023,703+1$518,146$532,499+$14,3532026-07-21
Q2 2026NEE
NEXTERA ENERGY INC
United StatesCOM3,9003,983+83$339,303$350,481+$11,1782026-07-21
Q2 2026LRCX
LAM RESEARCH CORP
United StatesCOM NEW946951+5$301,049$291,800-$9,2492026-07-21
Q2 2026CAT
CATERPILLAR INC
United StatesCOM750769+19$656,592$664,401+$7,8092026-07-21
Q2 2026MS
MORGAN STANLEY
United StatesCOM NEW1,8481,855+7$384,439$391,350+$6,9112026-07-21
Q2 2026C
CITIGROUP INC
United StatesCOM NEW2,2042,207+3$277,543$284,146+$6,6032026-07-21
Q2 2026MZTI
MARZETTI COMPANY
United StatesCOM4,1814,217+36$467,969$465,110-$2,8592026-07-21
Q2 2026PEP
PEPSICO INC
United StatesCOM1,9992,145+146$288,295$290,593+$2,2982026-07-21
Q2 2026SANA
SANA BIOTECHNOLOGY INC
United StatesCOM10,83110,981+150$35,742$34,480-$1,2622026-07-21

Similar Firms

Firm NameCountry13F ValueHoldings
Beacon Capital Management, LLCUnited States$0.645B158
Blue Fin Capital, Inc.United States$0.645B153
Soundwatch Capital LLCUnited States$0.645B48
Stone House Investment Management, LLCUnited States$0.644B850
Horizon Wealth Management, LLCUnited States$0.644B127
FRG Family Wealth Advisors LLCUnited States$0.644B160
WILSEY ASSET MANAGEMENT INCUnited States$0.644B29
NFSG CorpUnited States$0.644B1,216
CORSAIR CAPITAL MANAGEMENT, L.P.United States$0.644B152
SC&H Financial Advisors, Inc.United States$0.646B159