FC
| |
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
View Full List
| 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 | +18.80% | +8.86% | 654,366.5 | ||
IRM | Iron Mountain Inc | 86,716 | 8,894.5 | -1.67% | 5.180 | -0.08% | 0.030 | +18.91% | -3.84% | 29,321.5 | REITs | |
IBM |
International Business Machines Corp
International Business Machines Corp
| 27,189 | 8,014.8 | -1.80% | 4.670 | -0.08% | 0.000 | +15.65% | +30.00% | 262,099.1 | Software | |
ARCC | Ares Capital Corp | 311,498 | 6,840.5 | +3.87% | 3.990 | +0.15% | 0.040 | +13.63% | +10.18% | 16,014.8 | Asset Management | |
QQQ | INVESCO QQQ Trust | 10,634 | 5,865.9 | +0.86% | 3.420 | +0.03% | 0.000 | +24.17% | +10.57% | 359,485.3 | ||
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 | +14.34% | +3.42% | 25,449.1 | ||
AVGO | Broadcom Inc | 20,429 | 5,631.1 | -5.08% | 3.280 | -0.11% | 0.000 | +60.74% | +23.02% | 1,334,327.7 | Semiconductors | |
VTI | Vanguard Total Stock Market ETF | 15,183 | 4,614.6 | +2.57% | 2.690 | +0.07% | 0.000 | +18.95% | +8.50% | 478,431.4 | ||
IVV | iShares Core S&P 500 ETF | 7,216 | 4,480.3 | +2.38% | 2.610 | +0.06% | 0.000 | +18.87% | +8.94% | 642,209.1 | ||
GLW | Corning Inc | 78,795 | 4,143.8 | +0.54% | 2.410 | +0.01% | 0.010 | +30.59% | +18.76% | 47,791.1 | Hardware |
FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC.'s Historical Top Holdings Breakdowns
FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC.'s Top Stock Picks
View Full List
| 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 | $43.36 | 6.75% | Sold Out | 0 | -71,655 | |
NVS | Novartis AG | 2025-06-30 | Sold Out Sold Out | -1.78% | 101.96 ($112.69) 121.01 | $117.97 | 4.69% | 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 | $16.13 | 10.71% | 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 | $69.12 | 6.95% | 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 | $226.68 | 12.66% | 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 | $57.23 | 3.27% | New holding | 45,333 | 45,333 | |
ABBV | AbbVie Inc | 2025-06-30 | Sold Out Sold Out | -1.39% | 170.16 ($186.22) 209.52 | $190.55 | 2.33% | Sold Out | 0 | -10,697 | |
NVDA | NVIDIA Corp | 2025-06-30 | Reduce Reduce | -1.31% | 94.31 ($125.57) 157.99 | $170.78 | 36.00% | 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 | $14.85 | 2.06% | 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 | $70.03 | 2.92% | New holding | 26,580 | 26,580 |
FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC. Total Holding History ($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 |
|---|---|---|---|---|
Top Ranked Articles
- 1
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
Size field:
FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC.'s Holdings Bubble Chart
FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC. News
- 1
Discussions on FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC.
No discussions yet.
Survey
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
Follow Us
Disclaimers