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Foguth Wealth Management, LLC.

13F
Foguth Wealth Management, LLC.
Last update 2025-05-15 149 Stocks (18 new)
Value $412.00 Mil Turnover 26 %
Countries:
Foguth Wealth Management, LLC.... Top Holdings of 2025-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
DIVB
iShares Core Dividend ETF
644,020
31,247.8
+34.53%
7.580
+1.95%
4.040
+13.35%
+8.25%
940.1
 
SPY
SPDR S&P 500 ETF Trust
51,573
28,849.6
+29.87%
7.000
+1.61%
0.010
+19.57%
+7.72%
643,289.7
 
MOAT
VanEck Morningstar Wide Moat ETF
304,581
26,803.1
+35.81%
6.500
+1.71%
0.210
+18.48%
+3.63%
12,795.7
 
SPYV
SPDR Portfolio S&P 500 Value ETF
476,546
24,337.2
+128.57%
5.910
+3.32%
0.090
+11.76%
+4.26%
26,844.9
 
AGG
iShares Core U.S. Aggregate Bond ETF
iShares Core U.S. Aggregate Bond ETF
240,960
23,835.8
+136.26%
5.780
+3.33%
0.020
+1.23%
+3.24%
127,979.5
 
QQQM
Invesco NASDAQ 100 ETF
91,434
17,648.6
-0.93%
4.280
-0.05%
0.040
+26.54%
+10.13%
54,544.0
 
LQD
iShares iBoxx USD Investment Grade Corporate Bond ETF
iShares iBoxx USD Investment Grade Corporate Bond ETF
110,215
11,979.3
+128.87%
2.910
+1.64%
0.040
+2.60%
+3.68%
29,227.8
 
TLT
iShares 20+ Year Treasury Bond ETF
118,721
10,807.1
+1,191.15%
2.620
+2.42%
0.020
-1.53%
-0.28%
47,103.6
 
JEPI
JPMorgan Equity Premium Income ETF
188,958
10,797.0
-32.18%
2.620
-1.39%
0.030
+8.71%
+3.46%
41,037.7
 
UFIV
US Treasury 5 Year Note ETF
204,113
9,975.4
-14.29%
2.420
-0.43%
20.410
+0.81%
+4.10%
44.9
 

Foguth Wealth Management, LLC.'s Historical Top Holdings Breakdowns

Foguth Wealth Management, LLC.'s Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
AGG
iShares Core U.S. Aggregate Bond ETF
iShares Core U.S. Aggregate Bond ETF
2025-03-31
Add
Add
+3.33%
95.85 ($97.76) 99.25
$98.11
0.36%
Add 136.26%
240,960
138,971
SPYV
SPDR Portfolio S&P 500 Value ETF
2025-03-31
Add
Add
+3.32%
49.78 ($51.86) 53.19
$52.87
1.95%
Add 128.57%
476,546
268,060
TLT
iShares 20+ Year Treasury Bond ETF
2025-03-31
Add
Add
+2.42%
85.29 ($89.02) 92.57
$85.24
-4.25%
Add 1191.15%
118,721
109,526
DIVB
iShares Core Dividend ETF
2025-03-31
Add
Add
+1.95%
46.86 ($49.01) 50.66
$50.68
3.41%
Add 34.53%
644,020
165,317
MOAT
VanEck Morningstar Wide Moat ETF
2025-03-31
Add
Add
+1.71%
87.69 ($92.02) 96.49
$96.10
4.43%
Add 35.81%
304,581
80,317
LQD
iShares iBoxx USD Investment Grade Corporate Bond ETF
iShares iBoxx USD Investment Grade Corporate Bond ETF
2025-03-31
Add
Add
+1.64%
105.1 ($107.75) 109.61
$108.29
0.50%
Add 128.87%
110,215
62,058
SPY
SPDR S&P 500 ETF Trust
2025-03-31
Add
Add
+1.61%
551.42 ($587.78) 612.93
$627.58
6.77%
Add 29.87%
51,573
11,861
VTI
Vanguard Total Stock Market ETF
2025-03-31
Add
Add
+1.59%
271.18 ($290.53) 303.12
$309.09
6.39%
Add 3354.08%
24,524
23,814
DIVO
Amplify CPW Enhanced Dividend Income ETF
Amplify CPW Enhanced Dividend Income ETF
2025-03-31
Reduce
Reduce
-1.48%
39.61 ($41.42) 42.65
$42.64
2.95%
Reduce -43.71%
172,580
-134,021
IAU
iShares Gold Trust
2025-03-31
Reduce
Reduce
-1.43%
49.74 ($54.09) 58.96
$63.13
16.71%
Reduce -76.45%
32,222
-104,598

Foguth Wealth Management, LLC. Total Holding History ($B)

To

Foguth Wealth Management, LLC.'s Asset Allocation

To

Foguth Wealth Management, LLC. Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

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Foguth Wealth Management, LLC.'s Hypothetical Growth since 2025-03-31

Foguth Wealth Management, LLC.'s Yearly Returns

Year Portfolio % % Excess Gain %

Foguth Wealth Management, LLC.'s Holdings Heat Map

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Foguth Wealth Management, LLC.'s Holdings Bubble Chart

Foguth Wealth Management, LLC. News

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