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| Happy Holidays!! thanks for using AUM13F!! |
| Foresight Capital Management Advisors Inc
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| CRD # | 147014 |
| SEC # | 801-81193 |
| CIK # | 0001630936 |
| AUM | $310.1 M (2025-03-20) |
| Employees | 9 (89% Investors, 0% Brokers) |
| Phone | 877-429-4690 |
| Address | 1205 Industrial Drive Saline, MI 48176 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001630936 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Iron Mountain Inc | 8.9 | ||
| International Business Machines Corp | 8.0 | ||
| Ares Capital Corp | 6.8 | ||
| Broadcom Inc | 5.6 | ||
| Corning Inc /NY | 4.1 | ||
| Kinder Morgan Inc | 4.0 | ||
| Apple Inc | 4.0 | ||
| Enbridge Inc | 3.6 | ||
| PNC Financial Services Group Inc | 3.4 | ||
| Microsoft Corp | 3.2 | ||
| Amazon Com Inc | 3.2 | ||
| Nvidia Corp | 3.2 | ||
| Evergy Inc | 3.1 | ||
| Unilever PLC | 3.1 | ||
| Verizon Communications Inc | 2.9 | ||
| Alphabet Inc | 2.9 | ||
| Texas Instruments Inc | 2.8 | ||
| HJ Heinz Holding Corp | 2.7 | ||
| Prev | Page 1 | Next | |||
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 277 | 35.2 |
| (b) Individuals (high net worth individuals) | 242 | 216.2 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 22 | 50.7 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 7 | 2.5 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 4.2 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.1 |
| (n) Other | 0 | 1.1 |
| Total | 987 | 310.1 |
| By Discretionary | ||
| Discretionary | 981 | 308.2 |
| Non-Discretionary | 6 | 1.9 |
| Total | 987 | 310.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 310.1 | |
| Total | 987 | 310.1 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001630936] |
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