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  Name: Foundation Wealth Management LLC
  City: Clayton
  State: MO
  Zip: 63105
   
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Portfolio Summary View Filing
  Filing Report Date : 2023-12-31
  Total Value : $100,213,000
  Total Value Change : $12,683,000
  Securities Held Change : -3
   
All Securities Held : 31
  New Positions :
  Closed Positions :
  Increased Positions :
  Unchanged Positions :
  Decreased Positions :

                  Consumer Discretionary Consumer Staples Financials Health Care Industrials Information Technology Basic Materials Conglomerates Energy Utilities
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Holdings Found : 6     View All Holdings Currently Viewing:  Closed Positions     Page 1 of 1
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Ticker Company Name Position
Rank
New/Closed
Postion
Last
Close
    Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
   % of Company    Industry
   (PM)1 Year Chart         PM Philip Morris International... Closed $98.25 $0 0 0% -903,000 -9,750 0    Cigarettes & Other To...
   (PFE)1 Year Chart         PFE Pfizer Inc Closed $28.27 $0 0 0% -283,000 -8,547 0    Drug Manufacturers - ...
   (MDLZ)1 Year Chart         MDLZ Mondelez International Inc Closed $70.43 $0 0 0% -201,000 -2,903 0    Food - Major Diversified
   (MRK)1 Year Chart         MRK Merck & Co Inc Closed $131.20 $0 0 0% -1,117,000 -10,851 0    Drug Manufacturers - ...
   (MO)1 Year Chart         MO Altria Group Inc Closed $44.29 $0 0 0% -404,000 -9,600 0    Cigarettes & Other To...
   (XOM)1 Year Chart         XOM Exxon Mobil Corp Closed $116.15 $0 0 0% -1,006,000 -8,556 0    Integrated Oil & Gas

      6 Records Found
  1    
Page 1 of 1
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