Foundation Wealth Management, LLC

13F Portfolio Filings

Latest portfolio report
Q1 2024 - May 8, 2024
Value $
$123M
Signature - Title
Hannah Rae Leone - Chief Operating Officer
Location
168 North Meramec Ave, Suite 100, Clayton, Missouri
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q1 2024 39 $123M +$16.4M -$13.3M +$3.14M IVW, IVE, IJJ, IWO, IBDR, EFV 13F-HR 5/8/2024, 03:32 PM
Q4 2023 35 $112M +$9.25M -$6.63M +$2.62M IVW, IVE, IJJ, IWO, AAPL, IBDR 13F-HR 1/24/2024, 04:37 PM
Q3 2023 40 $100M +$3.79M -$2.58M +$1.21M IVW, IVE, IWO, IJJ, IBDR, EFV 13F-HR 10/31/2023, 09:17 AM
Q2 2023 39 $102M +$1.66M -$1.63M +$34.3K IVW, IVE, IJJ, IWO, AAPL, IBDR 13F-HR 7/28/2023, 10:08 AM
Q1 2023 37 $97.1M +$2.19M -$7.84M -$5.65M IVW, IVE, IJJ, IWO, IBDR, EFV 13F-HR 4/18/2023, 12:30 PM
Q4 2022 38 $98.5M IVW, IVE, IWO, SCZ, IJJ, IBDR 13F-HR 2/21/2023, 07:37 AM