Foresight Wealth Management, LLC current holdings: USA Stocks
Foresight Wealth Management, LLC reported $0.00 billion in share positions in stocks (listed in the US), 5 positions, in its Form 13F for the quarter ended 2022-12-31; the largest are AAPL, FSK, LAND.
- AAPL: Country of operation United States; Class COM; Shares 6,390; Value $830,313.
- FSK: Country of operation United States; Class COM; Shares 16,055; Value $280,964.
- LAND: Country of operation United States; Class COM; Shares 10,844; Value $198,992.
- CION: Country of operation United States; Class COM; Shares 17,204; Value $167,739.
Form 13F-HR as filed (SEC CIK 1729735): quarter ended 2022-12-31, filed 2023-02-13. The manager files one row per sub-manager; rows for the same security, class and put/call are added together.
Performance is each holding's price change from its close on the 2022-12-31 quarter end to its latest retained close (2026-09-29, or the date shown for a stock that stopped trading). Price only; dividends are not included. A stock that split in the period is restated by the split ratio in its own Form 8-K; a dash marks a holding with no retained closes.
| Stock | Country of operation | Class | Shares | Value | % of listed | Quarter end | Filed | Performance |
|---|---|---|---|---|---|---|---|---|
| AAPL APPLE INC | United States | COM | 6,390 | $830,313 | 50.96% | 2022-12-31 | 2023-02-13 | |
| FSK FS KKR CAP CORP | United States | COM | 16,055 | $280,964 | 17.24% | 2022-12-31 | 2023-02-13 | -36.51% |
| LAND GLADSTONE LD CORP | United States | COM | 10,844 | $198,992 | 12.21% | 2022-12-31 | 2023-02-13 | -48.34% |
| CION CION INVT CORP | United States | COM | 17,204 | $167,739 | 10.29% | 2022-12-31 | 2023-02-13 | -26.56% |
| SOFI SOFI TECHNOLOGIES INC | United States | COM | 32,831 | $151,351 | 9.29% | 2022-12-31 | 2023-02-13 | +245.12% |
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