FW

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:
Top Holdings: DIVB(7.58%)SPY(7.00%)MOAT(6.50%)SPYV(5.91%)AGG(5.78%)
Summary Stock Picks Current Portfolio
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
+12.94%
+6.71%
926.8
 
SPY
SPDR S&P 500 ETF Trust
51,573
28,849.6
+29.87%
7.000
+1.61%
0.010
+18.52%
+6.62%
636,729.4
 
MOAT
VanEck Morningstar Wide Moat ETF
304,581
26,803.1
+35.81%
6.500
+1.71%
0.210
+16.71%
+1.52%
12,534.8
 
SPYV
SPDR Portfolio S&P 500 Value ETF
476,546
24,337.2
+128.57%
5.910
+3.32%
0.090
+10.71%
+3.06%
26,535.2
 
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
+0.71%
+2.97%
127,653.3
 
QQQM
Invesco NASDAQ 100 ETF
91,434
17,648.6
-0.93%
4.280
-0.05%
0.040
+24.62%
+8.48%
53,727.2
 
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
+1.65%
+2.86%
28,998.4
 
TLT
iShares 20+ Year Treasury Bond ETF
118,721
10,807.1
+1,191.15%
2.620
+2.42%
0.020
-3.41%
-1.32%
46,614.5
 
JEPI
JPMorgan Equity Premium Income ETF
188,958
10,797.0
-32.18%
2.620
-1.39%
0.030
+7.77%
+2.28%
40,569.4
 
UFIV
US Treasury 5 Year Note ETF
204,113
9,975.4
-14.29%
2.420
-0.43%
20.410
+0.53%
+3.89%
44.8
 

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
$97.72
-0.04%
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
$52.30
0.85%
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
$84.36
-5.24%
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
$49.96
1.94%
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
$94.14
2.30%
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
$107.54
-0.19%
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
$623.32
6.05%
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
$305.67
5.21%
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
$42.33
2.20%
Reduce -43.71%
172,580
-134,021
IAU
iShares Gold Trust
2025-03-31
Reduce
Reduce
-1.43%
●
49.74 ($54.09) 58.96
$63.58
17.54%
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

Top Ranked Articles

  • 1

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

Size field:

Foguth Wealth Management, LLC.'s Holdings Bubble Chart

Foguth Wealth Management, LLC. News

  • 1

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