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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:  Unchanged 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
   (COST)1 Year Chart         COST Costco Wholesale Corp - $779.04 $640,000 969 % 92,000 0 0    N/A
   (GOOG)1 Year Chart         GOOG Alphabet Inc - $171.58 $552,000 3,920 % 35,000 0 0    N/A
   (VONG)1 Year Chart         VONG Vanguard Russell 1000 Growt... - $86.52 $350,000 4,490 % 43,000 0 0    N/A
   (GRMN)1 Year Chart         GRMN Garmin Ltd - $169.30 $272,000 2,113 % 50,000 0 0    N/A
   (AZO)1 Year Chart         AZO Autozone Inc - $2,987.05 $259,000 100 % 5,000 0 0    N/A
   (IAU)1 Year Chart         IAU iShares COMEX Gold Trust - $44.33 $234,000 5,999 % 24,000 0 0    N/A

      6 Records Found
  1    
Page 1 of 1
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