Foresight Capital Management Advisors, Inc. Top Holdings and 13F Report (2025) About Foresight Capital Management Advisors, Inc.Investment ActivityForesight Capital Management Advisors, Inc. has $161.12 million in total holdings as of March 31, 2025.Foresight Capital Management Advisors, Inc. owns shares of 87 different stocks, but just 34 companies or ETFs make up 80% of its holdings.Approximately 11.70% of the portfolio was purchased this quarter.About 14.24% of the portfolio was sold this quarter.This quarter, Foresight Capital Management Advisors, Inc. has purchased 83 new stocks and bought additional shares in 39 stocks.Foresight Capital Management Advisors, Inc. sold shares of 21 stocks and completely divested from 9 stocks this quarter.Largest Holdings SPDR S&P 500 ETF Trust $11,835,037Iron Mountain $7,587,472International Business Machines $6,884,818Ares Capital $6,645,838JPMorgan Nasdaq Equity Premium Income ETF $5,054,901 Largest New Holdings this Quarter 882508104 - Texas Instruments $2,257,744 Holding46137V464 - Invesco S&P MidCap Momentum ETF $2,038,677 Holding37954Y673 - Global X U.S. Infrastructure Development ETF $1,979,944 Holding97717W307 - WisdomTree U.S. LargeCap Dividend Fund $1,963,149 Holding33939L845 - FlexShares Quality Dividend Defensive Index Fund $1,939,605 Holding Largest Purchases this Quarter Texas Instruments 12,564 shares (about $2.26M)Invesco S&P MidCap Momentum ETF 17,921 shares (about $2.04M)Global X U.S. Infrastructure Development ETF 52,477 shares (about $1.98M)WisdomTree U.S. LargeCap Dividend Fund 24,734 shares (about $1.96M)FlexShares Quality Dividend Defensive Index Fund 27,752 shares (about $1.94M) Largest Sales this Quarter Invesco QQQ 8,049 shares (about $3.77M)iShares Currency Hedged MSCI EAFE ETF 67,038 shares (about $2.43M)Vanguard FTSE Emerging Markets ETF 10,086 shares (about $456.49K)Invesco NASDAQ 100 ETF 1,261 shares (about $243.40K)Vanguard Information Technology ETF 294 shares (about $159.46K) Sector Allocation Over TimeMap of 500 Largest Holdings ofForesight Capital Management Advisors, Inc. Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorSPYSPDR S&P 500 ETF Trust$11,835,037$167,817 ▲1.4%21,1577.3%FinanceIRMIron Mountain$7,587,472$75,888 ▲1.0%88,1854.7%Business ServicesIBMInternational Business Machines$6,884,818$96,728 ▼-1.4%27,6884.3%Computer and TechnologyARCCAres Capital$6,645,838$122,346 ▲1.9%299,9024.1%FinanceJEPQJPMorgan Nasdaq Equity Premium Income ETF$5,054,901$545,604 ▲12.1%97,6233.1%ETFQQQInvesco QQQ$4,943,843$3,774,352 ▼-43.3%10,5433.1%FinanceNVDANVIDIA$4,275,231$125,611 ▲3.0%39,4472.7%Computer and TechnologyAAPLApple$4,181,604$75,080 ▼-1.8%18,8252.6%Computer and TechnologyVTIVanguard Total Stock Market ETF$4,068,172$25,285 ▼-0.6%14,8022.5%ETFIVViShares Core S&P 500 ETF$3,960,049$10,676 ▲0.3%7,0482.5%ETFKMIKinder Morgan$3,858,758$19,600 ▲0.5%135,2532.4%EnergyDIASPDR Dow Jones Industrial Average ETF Trust$3,825,436$66,339 ▲1.8%9,1112.4%FinanceLVHIFranklin International Low Volatility High Dividend Index ETF$3,660,467$99,635 ▲2.8%113,0822.3%ETFAVGOBroadcom$3,603,626$71,158 ▼-1.9%21,5232.2%Computer and TechnologyGLWCorning$3,587,672$2,014 ▼-0.1%78,3682.2%Computer and TechnologyFDVVFidelity High Dividend ETF$3,493,610$39,134 ▲1.1%70,4362.2%ETFENBEnbridge$3,440,095$55,299 ▲1.6%77,6372.1%EnergyMSFTMicrosoft$3,363,308$70,194 ▲2.1%8,9602.1%Computer and TechnologyVTWOVanguard Russell 2000 ETF$3,075,570$157,025 ▲5.4%38,1351.9%ETFPNCThe PNC Financial Services Group$3,026,316$104,762 ▲3.6%17,2171.9%FinanceKHCKraft Heinz$3,005,681$610,089 ▲25.5%98,7741.9%Consumer StaplesEVERGY INC$3,002,662$73,088 ▲2.5%43,5481.9%COMDIVOAmplify YieldShares CWP Dividend & Option Income ETF$2,921,389$19,937 ▲0.7%71,6551.8%ETFULUnilever$2,920,869$73,604 ▲2.6%49,0491.8%Consumer StaplesNVSNovartis$2,855,672$112,818 ▲4.1%25,6161.8%MedicalVZVerizon Communications$2,811,898$142,158 ▲5.3%61,9911.7%Computer and TechnologyIDVOAmplify International Enhanced Dividend Income ETF$2,694,355$281,981 ▲11.7%85,6711.7%ETFAMZNAmazon.com$2,632,818$35,959 ▲1.4%13,8381.6%Retail/WholesaleGOOGLAlphabet$2,454,875$15,309 ▲0.6%15,8751.5%Computer and TechnologyIWMiShares Russell 2000 ETF$2,453,727$79,796 ▲3.4%12,3001.5%FinanceTXNTexas Instruments$2,257,744$2,257,744 ▲New Holding12,5641.4%Computer and TechnologyABBVAbbVie$2,241,142$63,063 ▲2.9%10,6971.4%MedicalHEFAiShares Currency Hedged MSCI EAFE ETF$2,063,101$2,432,826 ▼-54.1%56,8501.3%ETFXMMOInvesco S&P MidCap Momentum ETF$2,038,677$2,038,677 ▲New Holding17,9211.3%ETFPAVEGlobal X U.S. Infrastructure Development ETF$1,979,944$1,979,944 ▲New Holding52,4771.2%ETFDLNWisdomTree U.S. LargeCap Dividend Fund$1,963,149$1,963,149 ▲New Holding24,7341.2%FinanceQDEFFlexShares Quality Dividend Defensive Index Fund$1,939,605$1,939,605 ▲New Holding27,7521.2%ETFAMCRAmcor$1,827,338$373,344 ▲25.7%188,3851.1%IndustrialsVRPInvesco Variable Rate Preferred ETF$1,672,916$1,672,916 ▲New Holding69,0151.0%ETFDELLDell Technologies$1,650,899$190,867 ▲13.1%18,1121.0%Computer and TechnologyHSBCHSBC$1,583,977$52,548 ▼-3.2%27,5811.0%FinanceXLEEnergy Select Sector SPDR Fund$1,468,486$1,224,392 ▲501.6%15,7140.9%ETFVWOVanguard FTSE Emerging Markets ETF$1,318,969$456,493 ▼-25.7%29,1420.8%ETFIVLUiShares MSCI Intl Value Factor ETF$1,305,482$18,307 ▲1.4%43,0710.8%ETFSGOLabrdn Physical Gold Shares ETF$1,271,778$37,215 ▼-2.8%42,6490.8%ETFORealty Income$1,229,812$57,488 ▲4.9%21,2000.8%FinanceWUWestern Union$1,017,182$97,389 ▲10.6%96,1420.6%Business ServicesSCHBSchwab US Broad Market ETF$1,015,834$14,210 ▼-1.4%47,1820.6%ETFBRK.BBerkshire Hathaway$962,905$21,303 ▲2.3%1,8080.6%FinanceQLDProShares Ultra QQQ$713,3210.0%8,0260.4%ETFSCHDSchwab US Dividend Equity ETF$581,249$48,594 ▼-7.7%20,7890.4%ETFVGTVanguard Information Technology ETF$488,684$159,460 ▼-24.6%9010.3%ETFPGProcter & Gamble$450,723$511 ▲0.1%2,6450.3%Consumer StaplesJPMJPMorgan Chase & Co.$434,917$434,917 ▲New Holding1,7730.3%FinanceTMUST-Mobile US$420,936$24,808 ▲6.3%1,5780.3%Computer and TechnologySPTMSPDR Portfolio S&P 1500 Composite Stock Market ETF$397,995$397,995 ▲New Holding5,8520.2%ETFMCDMcDonald's$390,309$937 ▲0.2%1,2500.2%Retail/WholesaleKCESPDR S&P Capital Markets ETF$366,524$366,524 ▲New Holding2,9050.2%ETFXTiShares Exponential Technologies ETF$350,900$25,903 ▲8.0%6,0960.2%ManufacturingPMPhilip Morris International$350,8840.0%2,2110.2%Consumer StaplesQQQMInvesco NASDAQ 100 ETF$333,346$243,399 ▼-42.2%1,7270.2%ETFGEHCGE HealthCare Technologies$333,252$60,290 ▲22.1%4,1290.2%MedicalAMGNAmgen$305,9040.0%9820.2%MedicalMIYBlackRock MuniYield Michigan Quality Fund$301,8380.0%26,5240.2%FinanceLOWLowe's Companies$289,535$933 ▲0.3%1,2410.2%Retail/WholesaleMRVLMarvell Technology$275,078$13,914 ▲5.3%4,4680.2%Computer and TechnologyVUGVanguard Growth ETF$264,765$7,787 ▼-2.9%7140.2%ETFMETAMeta Platforms$258,209$258,209 ▲New Holding4480.2%Computer and TechnologyVFHVanguard Financials ETF$224,8430.0%1,8820.1%ETFVTVVanguard Value ETF$200,378$200,378 ▲New Holding1,1600.1%ETFAKAMAI TECHNOLOGIES INC$40,7070.0%42,0000.0%NOTE 0.375% 9/0HALOZYME THERAPEUTICS INC$36,8290.0%35,0000.0%NOTE 0.250% 3/0JBT MAREL CORPORATION$35,796$7,955 ▼-18.2%36,0000.0%NOTE 0.250% 5/1GREENBRIER COS INC$35,331$6,625 ▼-15.8%32,0000.0%NOTE 2.875% 4/1SPOTIFY USA INC$34,4440.0%29,0000.0%NOTE 3/1BIOMARIN PHARMACEUTICAL INC$32,877$4,697 ▼-12.5%35,0000.0%NOTE 1.250% 5/1AMERICAN WTR CAP CORP$31,539$31,539 ▲New Holding31,0000.0%NOTE 3.625% 6/1FORD MTR CO$30,635$11,859 ▼-27.9%31,0000.0%NOTE 3/1LCI INDS$30,510$1,907 ▼-5.9%32,0000.0%NOTE 1.125% 5/1PG&E CORP$27,571$27,571 ▲New Holding26,0000.0%NOTE 4.250%12/0IMAX CORP$23,079$8,792 ▼-27.6%21,0000.0%NOTE 0.500% 4/0UBER TECHNOLOGIES INC$18,0540.0%17,0000.0%NOTE 12/1ITRON INC$17,6100.0%17,0000.0%NOTE 3/1ALLIANT ENERGY CORP$17,1420.0%16,0000.0%NOTE 3.875% 3/1ON SEMICONDUCTOR CORP$16,2790.0%19,0000.0%NOTE 0.500% 3/0PPL CAP FDG INC$14,5610.0%13,0000.0%NOTE 2.875% 3/1AIRBNB INC$13,3780.0%14,0000.0%NOTE 3/1BIVVanguard Intermediate-Term Bond ETF$0$4,282,303 ▼-100.0%00.0%ETFSPYVSPDR Portfolio S&P 500 Value ETF$0$3,250,191 ▼-100.0%00.0%ETFRWKInvesco S&P MidCap 400 Revenue ETF$0$3,050,729 ▼-100.0%00.0%ETFPEPPepsiCo$0$2,296,160 ▼-100.0%00.0%Consumer StaplesWTVWisdomTree U.S. Value Fund$0$908,849 ▼-100.0%00.0%FinanceIWLiShares Russell Top 200 ETF$0$643,815 ▼-100.0%00.0%ETFFNDFSchwab Fundamental International Large Company Index ETF$0$539,995 ▼-100.0%00.0%ETFDHID.R. Horton$0$225,497 ▼-100.0%00.0%ConstructionTSLATesla$0$204,747 ▼-100.0%00.0%Auto/Tires/TrucksShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. 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