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

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

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 RTX; Country of operation United States; Class COM; Shares before 0.
  • Q2 2026: Stock MU; Country of operation United States; Class COM; Shares before 0.
  • Q2 2026: Stock HD; Country of operation United States; Class COM; Shares before 0.
  • Q2 2026: Stock GE; Country of operation United States; Class COM NEW; Shares before 0.

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 2026RTX
RTX CORPORATION		United StatesCOM01,745+1,745$0$339,299+$339,2992026-07-21
Q2 2026MU
MICRON TECHNOLOGY INC		United StatesCOM0278+278$0$240,611+$240,6112026-07-21
Q2 2026HD
HOME DEPOT INC		United StatesCOM0663+663$0$220,761+$220,7612026-07-21
Q2 2026GE
GE AEROSPACE		United StatesCOM NEW0640+640$0$218,323+$218,3232026-07-21
Q2 2026DE
DEERE & CO		United StatesCOM0368+368$0$215,669+$215,6692026-07-21
Q2 2026KMI
KINDER MORGAN INC DEL		United StatesCOM06,297+6,297$0$205,167+$205,1672026-07-21
Q2 2026MELI
MERCADOLIBRE INC		COM0110+110$0$201,566+$201,5662026-07-21
Q1 2026PCLG
FUNDVANTAGE TR		POLEN FOCUS GROW0547,689+547,689$0$12,838,433+$12,838,4332026-06-01
Q1 2026TXN
TEXAS INSTRS INC		United StatesCOM04,567+4,567$0$1,395,975+$1,395,9752026-06-01
Q1 2026RPM
RPM INTL INC		United StatesCOM011,449+11,449$0$1,213,251+$1,213,2512026-06-01
Q1 2026INTC
INTEL CORP		United StatesCOM05,079+5,079$0$582,460+$582,4602026-06-01
Q1 2026CRWD
CROWDSTRIKE HLDGS INC		United StatesCL A0794+794$0$580,414+$580,4142026-06-01
Q1 2026LOW
LOWES COS INC		United StatesCOM02,561+2,561$0$548,989+$548,9892026-06-01
Q1 2026AXON
AXON ENTERPRISE INC		United StatesCOM01,205+1,205$0$540,708+$540,7082026-06-01
Q1 2026AMGN
AMGEN INC		United StatesCOM01,448+1,448$0$487,533+$487,5332026-06-01
Q1 2026AFL
AFLAC INC		United StatesCOM04,153+4,153$0$466,920+$466,9202026-06-01
Q1 2026SYK
STRYKER CORPORATION		United StatesCOM01,284+1,284$0$391,691+$391,6912026-06-01
Q1 2026MS
MORGAN STANLEY		United StatesCOM NEW01,848+1,848$0$384,439+$384,4392026-06-01
Q1 2026ABBV
ABBVIE INC		United StatesCOM01,691+1,691$0$368,258+$368,2582026-06-01
Q1 2026AMAT
APPLIED MATLS INC		United StatesCOM0685+685$0$308,132+$308,1322026-06-01
Q1 2026VZ
VERIZON COMMUNICATIONS INC		United StatesCOM06,341+6,341$0$303,177+$303,1772026-06-01
Q1 2026LRCX
LAM RESEARCH CORP		United StatesCOM NEW0946+946$0$301,049+$301,0492026-06-01
Q1 2026UCTT
ULTRA CLEAN HLDGS INC		United StatesCOM03,460+3,460$0$296,072+$296,0722026-06-01
Q1 2026PANW
PALO ALTO NETWORKS INC		United StatesCOM01,049+1,049$0$295,493+$295,4932026-06-01
Q1 2026WEEI
ULTIMUS MANAGERS TR		United StatesWESTWOOD SALIENT012,323+12,323$0$286,954+$286,9542026-06-01
Q1 2026C
CITIGROUP INC		United StatesCOM NEW02,204+2,204$0$277,543+$277,5432026-06-01
Q1 2026GEV
GE VERNOVA INC		United StatesCOM0241+241$0$233,413+$233,4132026-06-01
Q1 2026BAC
BANK AMERICA CORP		United StatesCOM04,369+4,369$0$225,440+$225,4402026-06-01
Q1 2026MSTR
STRATEGY INC		United StatesCL A NEW01,356+1,356$0$215,726+$215,7262026-06-01
Q1 2026TER
TERADYNE INC		United StatesCOM0543+543$0$203,169+$203,1692026-06-01
Q1 2026ADI
ANALOG DEVICES INC		United StatesCOM0485+485$0$200,717+$200,7172026-06-01
Q4 2025DTM
DT MIDSTREAM INC		United StatesCOMMON STOCK03,571+3,571$0$432,026+$432,0262026-01-05
Q4 2025ASML
ASML HOLDING N V		N Y REGISTRY SHS0363+363$0$422,452+$422,4522026-01-05
Q4 2025AMD
ADVANCED MICRO DEVICES INC		United StatesCOM01,668+1,668$0$372,748+$372,7482026-01-05
Q4 2025V
VISA INC		United StatesCOM CL A0777+777$0$269,240+$269,2402026-01-05
Q4 2025CAT
CATERPILLAR INC		United StatesCOM0445+445$0$266,042+$266,0422026-01-05
Q4 2025PEP
PEPSICO INC		United StatesCOM01,859+1,859$0$264,339+$264,3392026-01-05
Q4 2025XOMXXXX
EXXON MOBIL CORP		COM02,098+2,098$0$257,303+$257,3032026-01-05
Q4 2025UNH
UNITEDHEALTH GROUP INC		United StatesCOM0749+749$0$251,903+$251,9032026-01-05
Q4 2025NEE
NEXTERA ENERGY INC		United StatesCOM03,090+3,090$0$250,111+$250,1112026-01-05
Q4 2025GLDM
WORLD GOLD TR		United StatesSPDR GLD MINIS02,895+2,895$0$248,217+$248,2172026-01-05
Q4 2025GE
GE AEROSPACE		United StatesCOM NEW0675+675$0$216,648+$216,6482026-01-05
Q4 2025SANA
SANA BIOTECHNOLOGY INC		United StatesCOM010,402+10,402$0$43,584+$43,5842026-01-05
Q4 2025STKE
SOL STRATEGIES INC		COM011,709+11,709$0$20,842+$20,8422026-01-05
Q2 2025CVX
CHEVRON CORP NEW		United StatesCOM08,801+8,801$0$1,260,238+$1,260,2382025-07-22
Q2 2025ATKR
ATKORE INC		United StatesCOM09,477+9,477$0$668,602+$668,6022025-07-22
Q2 2025TMUS
T-MOBILE US INC		United StatesCOM01,993+1,993$0$474,852+$474,8522025-07-22
Q2 2025PLTR
PALANTIR TECHNOLOGIES INC		United StatesCL A02,584+2,584$0$352,251+$352,2512025-07-22
Q2 2025ASTS
AST SPACEMOBILE INC		United StatesCOM CL A05,911+5,911$0$276,221+$276,2212025-07-22
Q2 2025AVGO
BROADCOM INC		United StatesCOM0795+795$0$219,258+$219,2582025-07-22
Q2 2025ORCL
ORACLE CORP		United StatesCOM0921+921$0$201,423+$201,4232025-07-22
Q2 2025JBLU
JETBLUE AWYS CORP		United StatesCOM020,635+20,635$0$87,286+$87,2862025-07-22
Q2 2025UUUU
ENERGY FUELS INC		COM NEW010,700+10,700$0$61,525+$61,5252025-07-22
Q2 2025GLDG
GOLDMINING INC		CanadaCOM026,666+26,666$0$19,200+$19,2002025-07-22
Q1 2025MRSH
MARSH & MCLENNAN COS INC		United StatesCOM02,454+2,454$0$598,850+$598,8502025-05-15
Q1 2025SRE
SEMPRA		United StatesCOM05,179+5,179$0$369,573+$369,5732025-05-15
Q1 2025KO
COCA COLA CO		United StatesCOM03,358+3,358$0$240,510+$240,5102025-05-15
Q1 2025MO
ALTRIA GROUP INC		United StatesCOM03,939+3,939$0$236,397+$236,3972025-05-15
Q1 2025MELI
MERCADOLIBRE INC		COM0120+120$0$234,104+$234,1042025-05-15
Q1 2025AIT
APPLIED INDL TECHNOLOGIES IN		United StatesCOM01,000+1,000$0$225,340+$225,3402025-05-15
Q1 2025NFLX
NETFLIX INC		United StatesCOM0215+215$0$200,494+$200,4942025-05-15
Q4 2024ET
ENERGY TRANSFER L P		United StatesCOM UT LTD PTN024,322+24,322$0$511,978+$511,9782025-01-27
Q4 2024DTM
DT MIDSTREAM INC		United StatesCOMMON STOCK01,846+1,846$0$205,693+$205,6932025-01-27
Q3 2024UNH
UNITEDHEALTH GROUP INC		United StatesCOM0408+408$0$237,229+$237,2292024-10-09
Q3 2024T
AT&T INC		United StatesCOM010,310+10,310$0$225,379+$225,3792024-10-09
Q3 2024HD
HOME DEPOT INC		United StatesCOM0532+532$0$220,166+$220,1662024-10-09
Q3 2024NSC
NORFOLK SOUTHN CORP		United StatesCOM0868+868$0$211,098+$211,0982024-10-09
Q3 2024MSTR
MICROSTRATEGY INC		United StatesCL A NEW01,096+1,096$0$210,651+$210,6512024-10-09
Q2 2024KR
KROGER CO		United StatesCOM022,145+22,145$0$1,105,700+$1,105,7002024-07-16
Q2 2024LIN
LINDE PLC		United KingdomSHS0757+757$0$332,360+$332,3602024-07-16
Q2 2024ORLY
OREILLY AUTOMOTIVE INC		United StatesCOM0300+300$0$316,820+$316,8202024-07-16
Q2 2024LPLA
LPL FINL HLDGS INC		United StatesCOM01,084+1,084$0$302,890+$302,8902024-07-16
Q2 2024KLAC
KLA CORP		United StatesCOM NEW0364+364$0$300,250+$300,2502024-07-16
Q2 2024ODP
THE ODP CORP		United StatesCOM07,220+7,220$0$283,530+$283,5302024-07-16
Q2 2024AMP
AMERIPRISE FINL INC		United StatesCOM0660+660$0$282,010+$282,0102024-07-16
Q2 2024DAL
DELTA AIR LINES INC DEL		United StatesCOM NEW04,932+4,932$0$233,970+$233,9702024-07-16
Q2 2024ADP
AUTOMATIC DATA PROCESSING IN		United StatesCOM0953+953$0$227,380+$227,3802024-07-16
Q2 2024AFL
AFLAC INC		United StatesCOM02,512+2,512$0$224,340+$224,3402024-07-16
Q2 2024TGT
TARGET CORP		United StatesCOM01,460+1,460$0$216,070+$216,0702024-07-16
Q2 2024AMAT
APPLIED MATLS INC		United StatesCOM0894+894$0$210,920+$210,9202024-07-16
Q2 2024VFC
V F CORP		United StatesCOM011,800+11,800$0$159,300+$159,3002024-07-16
Q2 2024OI
O-I GLASS INC		United StatesCOM012,391+12,391$0$137,910+$137,9102024-07-16
Q2 2024LEG
LEGGETT & PLATT INC		United StatesCOM010,874+10,874$0$124,610+$124,6102024-07-16

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