Advertisement
Screener

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

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

In share positions in stocks (listed in the US), from the quarter ended 2026-03-31 to 2026-06-30, Foguth Wealth Management, LLC. opened 7 positions, added to 51, reduced 18, sold out of 7 and left 7 unchanged. The largest increase in value was IAU (+$2,766,416); the largest decrease was PCLG (-$12,838,433).

  • RTX: Country of operation United States; Class COM; Shares 2026-03-31 0; Shares 2026-06-30 1,745.
  • MU: Country of operation United States; Class COM; Shares 2026-03-31 0; Shares 2026-06-30 278.
  • HD: Country of operation United States; Class COM; Shares 2026-03-31 0; Shares 2026-06-30 663.
  • GE: Country of operation United States; Class COM NEW; Shares 2026-03-31 0; Shares 2026-06-30 640.

Two Form 13F-HR filings compared (SEC CIK 2016322): 2026-03-31 (filed 2026-06-01) and 2026-06-30 (filed 2026-07-21). 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; share change is the position change.

StockCountry of operationClassShares 2026-03-31Shares 2026-06-30Share changeValue 2026-03-31Value 2026-06-30Value change
RTX
RTX CORPORATION
United StatesCOM01,745+1,745$0$339,299+$339,299
MU
MICRON TECHNOLOGY INC
United StatesCOM0278+278$0$240,611+$240,611
HD
HOME DEPOT INC
United StatesCOM0663+663$0$220,761+$220,761
GE
GE AEROSPACE
United StatesCOM NEW0640+640$0$218,323+$218,323
DE
DEERE & CO
United StatesCOM0368+368$0$215,669+$215,669
KMI
KINDER MORGAN INC DEL
United StatesCOM06,297+6,297$0$205,167+$205,167
MELI
MERCADOLIBRE INC
COM0110+110$0$201,566+$201,566

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