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FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC.13F | |
| FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC. | |
| Last update 2025-04-15 | 70 Stocks (11 new) |
| Value $161.00 Mil | Turnover 12 % |
FORESIGHT CAPITAL MANAGEMENT A... Top Holdings of 2025-03-31
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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 | 21,157 | 11,835.0 | +1.44% | 7.370 | +0.10% | 0.000 | +19.57% | +7.72% | 643,289.7 | ||
IRM | Iron Mountain Inc | 88,185 | 7,587.5 | +1.01% | 4.720 | +0.05% | 0.030 | +19.28% | -3.56% | 29,407.0 | REITs | |
IBM |
International Business Machines Corp
International Business Machines Corp
| 27,688 | 6,884.8 | -1.39% | 4.290 | -0.05% | 0.000 | +20.50% | +31.78% | 265,686.6 | Software | |
ARCC | Ares Capital Corp | 299,902 | 6,645.8 | +1.88% | 4.140 | +0.08% | 0.040 | +16.28% | +10.85% | 16,112.0 | Asset Management | |
JEPQ |
JPMorgan Nasdaq Equity Premium Income ETF
JPMorgan Nasdaq Equity Premium Income ETF
| 97,623 | 5,054.9 | +12.10% | 3.150 | +0.34% | 0.030 | +15.94% | +2.97% | 25,337.9 | ||
QQQ | INVESCO QQQ Trust | 10,543 | 4,943.8 | -43.29% | 3.080 | -2.41% | 0.000 | +26.52% | +10.07% | 357,775.2 | ||
NVDA | NVIDIA Corp | 39,447 | 4,275.2 | +3.03% | 2.660 | +0.08% | 0.000 | +69.89% | +28.41% | 4,204,658.7 | Semiconductors | |
AAPL | Apple Inc | 18,825 | 4,181.6 | -1.76% | 2.600 | -0.05% | 0.000 | +7.35% | -15.47% | 3,154,147.7 | Hardware | |
VTI | Vanguard Total Stock Market ETF | 14,802 | 4,068.2 | -0.62% | 2.530 | -0.02% | 0.000 | +19.82% | +7.35% | 476,615.2 | ||
IVV | iShares Core S&P 500 ETF | 7,048 | 3,960.1 | +0.27% | 2.460 | +0.01% | 0.000 | +19.67% | +7.80% | 634,518.9 |
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
BIV | Vanguard Intermediate-Term Bond ETF | 2025-03-31 | Sold Out Sold Out | -2.51% | 73.78 ($75.44) 76.59 | $76.55 | 1.47% | Sold Out | 0 | -57,304 | |
QQQ | INVESCO QQQ Trust | 2025-03-31 | Reduce Reduce | -2.41% | 468.34 ($508.07) 539.52 | $561.26 | 10.47% | Reduce -43.29% | 10,543 | -8,049 | |
SPYV | SPDR Portfolio S&P 500 Value ETF | 2025-03-31 | Sold Out Sold Out | -1.90% | 49.78 ($51.86) 53.19 | $52.87 | 1.95% | Sold Out | 0 | -63,555 | |
RWK | Invesco S&P MidCap 400 Revenue ETF | 2025-03-31 | Sold Out Sold Out | -1.79% | 106.43 ($116.15) 123.29 | $120.94 | 4.12% | Sold Out | 0 | -26,247 | |
TXN | Texas Instruments Inc | 2025-03-31 | New Buy New Buy | +1.41% | 173.6 ($187.2) 203.96 | $216.62 | 15.72% | New holding | 12,564 | 12,564 | |
HEFA |
iShares Currency Hedged MSCI EAFE ETF
iShares Currency Hedged MSCI EAFE ETF
| 2025-03-31 | Reduce Reduce | -1.36% | 34.83 ($36.45) 37.46 | $37.57 | 3.07% | Reduce -54.11% | 56,850 | -67,038 | |
PEP | PepsiCo Inc | 2025-03-31 | Sold Out Sold Out | -1.35% | 142.64 ($148.84) 156.42 | $143.24 | -3.76% | Sold Out | 0 | -15,100 | |
XMMO | Invesco S&P MidCap Momentum ETF | 2025-03-31 | New Buy New Buy | +1.27% | 110.9 ($123.2) 132.93 | $131.16 | 6.46% | New holding | 17,921 | 17,921 | |
PAVE |
Global X U.S. Infrastructure Development ETF
Global X U.S. Infrastructure Development ETF
| 2025-03-31 | New Buy New Buy | +1.23% | 37.31 ($40.53) 43.82 | $45.43 | 12.09% | New holding | 52,477 | 52,477 | |
DLN |
WisdomTree U.S. LargeCap Dividend Fund
WisdomTree U.S. LargeCap Dividend Fund
| 2025-03-31 | New Buy New Buy | +1.22% | 76.77 ($79.79) 82.22 | $83.21 | 4.29% | New holding | 24,734 | 24,734 |
FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC. Total Holding History ($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 2025-03-31
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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