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FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC.13F | |
| FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC. | |
| Last update 2025-07-23 | 71 Stocks (13 new) |
| Value $172.00 Mil | Turnover 11 % |
FORESIGHT CAPITAL MANAGEMENT A... Top Holdings of 2025-06-30
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SPY | SPDR S&P 500 ETF Trust | 20,957 | 12,948.3 | -0.95% | 7.540 | -0.07% | 0.000 | +16.39% | +8.89% | 654,583.2 | ||
IRM | Iron Mountain Inc | 86,716 | 8,894.5 | -1.67% | 5.180 | -0.08% | 0.030 | +16.67% | -4.43% | 29,141.5 | REITs | |
IBM |
International Business Machines Corp
International Business Machines Corp
| 27,189 | 8,014.8 | -1.80% | 4.670 | -0.08% | 0.000 | +14.35% | +20.09% | 242,670.1 | Software | |
ARCC | Ares Capital Corp | 311,498 | 6,840.5 | +3.87% | 3.990 | +0.15% | 0.040 | +11.55% | +9.99% | 15,987.0 | Asset Management | |
QQQ | INVESCO QQQ Trust | 10,634 | 5,865.9 | +0.86% | 3.420 | +0.03% | 0.000 | +21.03% | +10.81% | 360,250.4 | ||
JEPQ |
JPMorgan Nasdaq Equity Premium Income ETF
JPMorgan Nasdaq Equity Premium Income ETF
| 107,707 | 5,859.3 | +10.33% | 3.410 | +0.32% | 0.020 | +12.28% | +3.59% | 25,490.8 | ||
AVGO | Broadcom Inc | 20,429 | 5,631.1 | -5.08% | 3.280 | -0.11% | 0.000 | +53.81% | +25.20% | 1,357,939.1 | Semiconductors | |
VTI | Vanguard Total Stock Market ETF | 15,183 | 4,614.6 | +2.57% | 2.690 | +0.07% | 0.000 | +16.45% | +8.47% | 478,263.0 | ||
IVV | iShares Core S&P 500 ETF | 7,216 | 4,480.3 | +2.38% | 2.610 | +0.06% | 0.000 | +16.45% | +8.98% | 642,461.0 | ||
GLW | Corning Inc | 78,795 | 4,143.8 | +0.54% | 2.410 | +0.01% | 0.010 | +27.70% | +18.59% | 47,722.6 | Hardware |
FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC.'s Historical Top Holdings Breakdowns
FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC.'s Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
DIVO |
Amplify CPW Enhanced Dividend Income ETF
Amplify CPW Enhanced Dividend Income ETF
| 2025-06-30 | Sold Out Sold Out | -1.82% | 37.18 ($40.62) 42.55 | $43.12 | 6.15% | Sold Out | 0 | -71,655 | |
NVS | Novartis AG | 2025-06-30 | Sold Out Sold Out | -1.78% | 101.96 ($112.69) 121.01 | $117.46 | 4.23% | Sold Out | 0 | -25,616 | |
FDD |
First Trust STOXX European Select Dividend Income Fund
First Trust STOXX European Select Dividend Income Fund
| 2025-06-30 | New Buy New Buy | +1.77% | 12.08 ($14.57) 15.54 | $15.98 | 9.68% | New holding | 195,185 | 195,185 | |
BBEU | JPMorgan BetaBuilders Europe ETF | 2025-06-30 | New Buy New Buy | +1.53% | 55.24 ($64.63) 68.55 | $68.35 | 5.76% | New holding | 38,953 | 38,953 | |
IWM | iShares Russell 2000 ETF | 2025-06-30 | Sold Out Sold Out | -1.53% | 174.82 ($201.21) 215.79 | $223.55 | 11.10% | Sold Out | 0 | -12,300 | |
JEPI | JPMorgan Equity Premium Income ETF | 2025-06-30 | New Buy New Buy | +1.50% | 51.14 ($55.42) 57.14 | $57.17 | 3.16% | New holding | 45,333 | 45,333 | |
ABBV | AbbVie Inc | 2025-06-30 | Sold Out Sold Out | -1.39% | 170.16 ($186.22) 209.52 | $190.83 | 2.48% | Sold Out | 0 | -10,697 | |
NVDA | NVIDIA Corp | 2025-06-30 | Reduce Reduce | -1.31% | 94.31 ($125.57) 157.99 | $173.74 | 38.36% | Reduce -49.33% | 19,988 | -19,459 | |
RYLD |
Global X Russell 2000 Covered Call ETF
Global X Russell 2000 Covered Call ETF
| 2025-06-30 | New Buy New Buy | +1.15% | 13.37 ($14.55) 15.25 | $14.79 | 1.65% | New holding | 132,315 | 132,315 | |
NVO | Novo Nordisk AS | 2025-06-30 | New Buy New Buy | +1.07% | 58.08 ($68.04) 81.05 | $70.73 | 3.95% | New holding | 26,580 | 26,580 |
FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC. Total Holding History ($B)
FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC.'s Asset Allocation
FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC. Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
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FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC.'s Hypothetical Growth since 2025-06-30
FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC.'s Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC.'s Holdings Heat Map
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FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC.'s Holdings Bubble Chart
FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC. News
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