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Foundations Investment Advisors

Latest statistics and disclosures from Foundations Investment Advisors's latest quarterly 13F-HR filing:

Top 5 stock holdings are IUSB, IVW, IVV, TDSC, QUAL, and represent 13.86% of Foundations Investment Advisors's stock portfolio.
Added to shares of these 10 stocks: EFV (+$46M), IUSB (+$45M), XLV (+$23M), MSTR (+$18M), ADME (+$18M), VGIT (+$17M), IVW (+$17M), VRT (+$17M), VCRB (+$17M), VCIT (+$16M).
Started 123 new stock positions in NXST, DOX, SF, IYR, First Tr Exchng Traded Fd Vi, AJUL, ORLY, AEE, VCRB, WRB.
Reduced shares in these 10 stocks: BIL (-$57M), IVV (-$27M), TDSC (-$21M), CLSM (-$17M), XLY (-$16M), XLF (-$16M), HEFA (-$14M), VGSH (-$13M), TIP (-$13M), TDSB (-$12M).
Sold out of its positions in ABNB, ATI, AIF, TEAM, CDNS, NET, HDEF, ONEQ, DNA, MLPA.
Foundations Investment Advisors was a net buyer of stock by $477M.
Foundations Investment Advisors has $4.8B in assets under management (AUM), dropping by 15.50%.
Central Index Key (CIK): 0001743404

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Positions held by Foundations Investment Advisors consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Foundations Investment Advisors

Foundations Investment Advisors holds 816 positions in its portfolio as reported in the September 2024 quarterly 13F filing

Foundations Investment Advisors has 816 total positions. Only the first 250 positions are shown.

Sign up to view all of the Foundations Investment Advisors Sept. 30, 2024 positions
Download the Foundations Investment Advisors September 2024 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Ishares Tr Core Total Usd (IUSB)	3.0	$145M	+44%	3.1M	47.12	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	2.9	$137M	+14%	1.4M	95.75	View chart
Ishares Tr Core S&p500 Etf (IVV)	2.7	$131M	-17%	226k	576.82	View chart
Exchange Listed Fds Tr Cabana Target 10 (TDSC)	2.7	$129M	-14%	5.1M	25.43	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	2.5	$118M	+10%	660k	179.30	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	2.3	$111M	+7%	193k	573.76	View chart
Exchange Listed Fds Tr Cabana Moderate (CLSM)	2.1	$101M	-14%	4.7M	21.32	View chart
Blackrock Etf Trust Us Eqt Factor (DYNF)	2.0	$95M	+10%	1.9M	49.47	View chart
Ishares Tr S&p 500 Val Etf (IVE)	1.8	$87M	+7%	441k	197.17	View chart
Two Rds Shared Tr Anfield Us Equ (AESR)	1.7	$82M	+5%	4.8M	16.99	View chart
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)	1.7	$82M	-41%	893k	91.81	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	1.7	$81M	+16%	166k	488.07	View chart
Ishares Tr Eafe Value Etf (EFV)	1.7	$80M	+137%	1.4M	57.53	View chart
Apple (AAPL)	1.7	$80M	+17%	342k	233.00	View chart
Ishares Tr Eafe Grwth Etf (EFG)	1.5	$73M		676k	107.65	View chart
Exchange Listed Fds Tr Cabana Trgt Beta (TDSB)	1.4	$65M	-15%	2.9M	22.68	View chart
NVIDIA Corporation (NVDA)	1.4	$64M	+19%	530k	121.44	View chart
Spdr Gold Tr Gold Shs (GLD)	1.3	$63M	+14%	258k	243.06	View chart
Microsoft Corporation (MSFT)	1.3	$62M	+34%	143k	430.30	View chart
Select Sector Spdr Tr Communication (XLC)	1.3	$61M	+18%	675k	90.40	View chart
Select Sector Spdr Tr Technology (XLK)	1.1	$54M	+18%	241k	225.76	View chart
Ishares Tr Short Treas Bd (SHV)	1.1	$51M	-5%	464k	110.63	View chart
Select Sector Spdr Tr Sbi Healthcare (XLV)	1.0	$49M	+87%	321k	154.02	View chart
Two Rds Shared Tr Regents Pk Hdgd (RPHS)	1.0	$49M	-5%	4.8M	10.36	View chart
Two Rds Shared Tr Anfield Dynamic (ADFI)	0.9	$43M	+6%	5.0M	8.77	View chart
Ishares Tr U.s. Tech Etf (IYW)	0.8	$39M	+17%	257k	151.62	View chart
Vaneck Etf Trust Semiconductr Etf (SMH)	0.8	$39M	+44%	158k	245.45	View chart
Pacer Fds Tr Pac Asset Fltg (FLRT)	0.8	$39M	+3%	816k	47.49	View chart
Pacer Fds Tr Us Cash Cows 100 (COWZ)	0.8	$38M	-4%	664k	57.83	View chart
Ishares Tr 20 Yr Tr Bd Etf (TLT)	0.8	$37M	+3%	378k	98.10	View chart
Ishares Msci Emrg Chn (EMXC)	0.8	$37M	+37%	599k	61.11	View chart
Select Sector Spdr Tr Financial (XLF)	0.8	$36M	-30%	800k	45.32	View chart
Amazon (AMZN)	0.7	$34M	+9%	185k	186.33	View chart
Ishares Tr 1 3 Yr Treas Bd (SHY)	0.6	$31M	+79%	371k	83.15	View chart
Ishares Tr Mbs Etf (MBB)	0.6	$31M	+6%	319k	95.81	View chart
Exxon Mobil Corporation (XOM)	0.6	$31M	+32%	260k	117.22	View chart
Meta Platforms Cl A (META)	0.6	$29M	+31%	51k	572.44	View chart
Eli Lilly & Co. (LLY)	0.6	$29M	+44%	33k	885.95	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.6	$29M	+14%	55k	527.67	View chart
Etf Ser Solutions Aptus Drawdown (ADME)	0.6	$28M	+168%	616k	46.20	View chart
UnitedHealth (UNH)	0.6	$28M	+10%	48k	584.68	View chart
Blackrock Etf Trust Ii Flexible Income (BINC)	0.6	$28M	+27%	520k	53.53	View chart
Ishares Gold Tr Ishares New (IAU)	0.6	$27M	+4%	545k	49.70	View chart
Vanguard Index Fds Growth Etf (VUG)	0.6	$26M	-14%	69k	383.93	View chart
Ishares Tr Cohen Steer Reit (ICF)	0.5	$26M		387k	65.91	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s. Equ (XISE)	0.5	$25M		830k	30.24	View chart
Vanguard Scottsdale Fds Short Term Treas (VGSH)	0.5	$25M	-34%	425k	59.02	View chart
Accenture Plc Ireland Shs Class A (ACN)	0.5	$24M		69k	353.48	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.5	$24M	+13%	146k	165.85	View chart
American Centy Etf Tr Intl Eqt Etf (AVDE)	0.5	$24M	+19%	360k	67.03	View chart
JPMorgan Chase & Co. (JPM)	0.5	$24M	+19%	113k	210.86	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	0.5	$24M	+7%	457k	51.50	View chart
Oracle Corporation (ORCL)	0.5	$23M	+7%	132k	170.40	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.5	$22M	+8%	78k	283.16	View chart
Ishares Core Msci Emkt (IEMG)	0.5	$22M	-7%	376k	57.41	View chart
Vanguard Scottsdale Fds Inter Term Treas (VGIT)	0.4	$21M	+520%	342k	60.42	View chart
Select Sector Spdr Tr Indl (XLI)	0.4	$21M	+35%	152k	135.44	View chart
Microstrategy Cl A New (MSTR)	0.4	$20M	+915%	121k	168.60	View chart
Invesco Exchange Traded Fd T S&p Mdcp Momntum (XMMO)	0.4	$20M	-21%	168k	120.33	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.4	$20M	+113%	195k	101.27	View chart
Vanguard World Mega Grwth Ind (MGK)	0.4	$20M	-20%	61k	321.95	View chart
Chevron Corporation (CVX)	0.4	$18M	-2%	124k	147.27	View chart
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR)	0.4	$18M		592k	29.89	View chart
Vertiv Holdings Com Cl A (VRT)	0.4	$17M	NEW	172k	99.49	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	0.4	$17M	+1783%	203k	83.75	View chart
Vanguard Malvern Fds Core Bd Etf (VCRB)	0.4	$17M	NEW	212k	79.19	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.4	$17M	+6%	282k	59.51	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.4	$17M	+25%	248k	67.85	View chart
First Tr Exchange-traded Risng Divd Achiv (RDVY)	0.3	$17M	+21%	279k	59.21	View chart
Citigroup Com New (C)	0.3	$16M	+14%	262k	62.60	View chart
Novo-nordisk A S Adr (NVO)	0.3	$16M	+10%	137k	119.07	View chart
Asml Holding N V N Y Registry Shs (ASML)	0.3	$16M	+18%	19k	833.27	View chart
Select Sector Spdr Tr Sbi Cons Stpls (XLP)	0.3	$15M	+6%	186k	83.00	View chart
Anthem (ELV)	0.3	$15M	+15%	29k	519.99	View chart
Vanguard Wellington Us Quality (VFQY)	0.3	$15M	+64%	105k	142.88	View chart
Adobe Systems Incorporated (ADBE)	0.3	$14M	+9%	28k	517.77	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.3	$14M	+59%	31k	460.26	View chart
Visa Com Cl A (V)	0.3	$14M	+15%	50k	274.95	View chart
Ishares Tr Modert Alloc Etf (AOM)	0.3	$14M	+11%	304k	45.11	View chart
Alibaba Group Hldg Sponsored Ads (BABA)	0.3	$14M	+11%	128k	106.12	View chart
Doubleline Etf Trust Commodity Strate (DCMT)	0.3	$14M	+10%	535k	25.29	View chart
Wisdomtree Tr Japn Hedge Eqt (DXJ)	0.3	$13M		125k	106.00	View chart
Ishares Tr Msci Usa Mmentm (MTUM)	0.3	$13M	+5%	65k	202.76	View chart
Costco Wholesale Corporation (COST)	0.3	$13M	+183%	15k	886.51	View chart
Abbvie (ABBV)	0.3	$13M	+79%	65k	197.48	View chart
Mastercard Incorporated Cl A (MA)	0.3	$13M	+12%	25k	493.80	View chart
Doubleline Etf Trust Opportunistic Bd (DBND)	0.3	$13M	+871%	264k	47.36	View chart
Two Rds Shared Tr Anfield Unvl Etf (AFIF)	0.3	$12M	+4%	1.3M	9.22	View chart
Ishares Tr Grwt Allocat Etf (AOR)	0.3	$12M	+13%	204k	59.24	View chart
First Tr Exchange-traded Fst Low Oppt Eft (LMBS)	0.3	$12M	+449%	244k	49.41	View chart
Ishares Silver Tr Ishares (SLV)	0.2	$12M	+15%	412k	28.41	View chart
American Centy Etf Tr Us Eqt Etf (AVUS)	0.2	$12M	+55%	121k	95.15	View chart
Vanguard Wellington Us Minimum (VFMV)	0.2	$12M	+67%	95k	121.62	View chart
Altria (MO)	0.2	$11M	+117%	224k	51.04	View chart
Fidelity Merrimack Str Tr Total Bd Etf (FBND)	0.2	$11M	+26%	229k	46.74	View chart
American Centy Etf Tr Avantis Emgmkt (AVEM)	0.2	$11M	-6%	164k	64.60	View chart
Cheniere Energy Com New (LNG)	0.2	$11M	+11%	58k	179.84	View chart
Lockheed Martin Corporation (LMT)	0.2	$10M	+6%	18k	584.56	View chart
Doubleline Etf Trust Mortgage Etf (DMBS)	0.2	$10M	+743%	204k	50.39	View chart
McKesson Corporation (MCK)	0.2	$10M	+25%	20k	494.41	View chart
McDonald's Corporation (MCD)	0.2	$9.7M	+148%	32k	304.51	View chart
Southern Company (SO)	0.2	$9.5M	+61%	105k	90.18	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PDEC)	0.2	$9.3M		243k	38.31	View chart
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT)	0.2	$9.1M	+79%	253k	36.13	View chart
Tesla Motors (TSLA)	0.2	$9.1M	+4%	35k	261.63	View chart
Procter & Gamble Company (PG)	0.2	$9.0M	+9%	52k	173.20	View chart
Ishares Tr Core Div Grwth (DGRO)	0.2	$9.0M	+3%	144k	62.69	View chart
Palo Alto Networks (PANW)	0.2	$9.0M	+9%	26k	341.81	View chart
Invesco Exch Traded Fd Tr Ii Sr Ln Etf (BKLN)	0.2	$8.8M	+92%	417k	21.01	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.2	$8.7M	+83%	84k	104.18	View chart
Ishares Emng Mkts Eqt (EMGF)	0.2	$8.7M	+5%	175k	49.79	View chart
salesforce (CRM)	0.2	$8.7M	+18%	32k	273.71	View chart
American Centy Etf Tr Avantis Us Small (AVSC)	0.2	$8.7M	+24%	161k	54.02	View chart
Freeport-mcmoran CL B (FCX)	0.2	$8.4M	+22%	168k	49.92	View chart
Home Depot (HD)	0.2	$8.2M	+66%	20k	405.19	View chart
Ssga Active Tr Spdr Ssga Us Sct (XLSR)	0.2	$8.1M	+15%	156k	51.83	View chart
Novartis Sponsored Adr (NVS)	0.2	$8.1M	+9%	70k	115.02	View chart
Two Rds Shared Tr Fndtns Dynamic G (FDGR)	0.2	$8.0M	+2%	620k	12.93	View chart
Enterprise Products Partners (EPD)	0.2	$8.0M	+262%	275k	29.11	View chart
Ishares Tr Us Treas Bd Etf (GOVT)	0.2	$8.0M	+5%	341k	23.45	View chart
Ishares Tr Us Infrastruc (IFRA)	0.2	$7.9M	+9%	169k	46.97	View chart
Verizon Communications (VZ)	0.2	$7.8M	+18%	174k	44.91	View chart
First Tr Exchng Traded Fd Vi Vest Us Equity M (MARM)	0.2	$7.7M	-2%	254k	30.45	View chart
Ishares Tr S&p 100 Etf (OEF)	0.2	$7.6M	+7%	28k	276.76	View chart
Spdr Ser Tr Portfolio S&p400 (SPMD)	0.2	$7.6M	+7%	139k	54.68	View chart
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)	0.2	$7.6M	+36%	38k	200.85	View chart
Allstate Corporation (ALL)	0.2	$7.3M	+461%	39k	189.65	View chart
Lowe's Companies (LOW)	0.2	$7.2M	+307%	27k	270.85	View chart
Pepsi (PEP)	0.2	$7.2M	+25%	42k	170.05	View chart
Raytheon Technologies Corp (RTX)	0.1	$6.9M	+220%	57k	121.16	View chart
Merck & Co (MRK)	0.1	$6.8M	+22%	60k	113.56	View chart
Innovator Etfs Trust Defined Wlt Shld (BALT)	0.1	$6.8M	+136%	219k	30.83	View chart
International Business Machines (IBM)	0.1	$6.7M	+5%	30k	221.08	View chart
Williams Companies (WMB)	0.1	$6.5M	+12%	143k	45.65	View chart
Blackstone Group Inc Com Cl A (BX)	0.1	$6.5M	+13%	42k	153.13	View chart
At&t (T)	0.1	$6.4M	+20%	293k	22.00	View chart
First Tr Exchange-traded Smid Risng Etf (SDVY)	0.1	$6.4M	+166%	176k	36.38	View chart
Morgan Stanley Com New (MS)	0.1	$6.4M	+16%	61k	104.24	View chart
First Tr Exchange-traded First Tr Enh New (FTSM)	0.1	$6.3M	-12%	106k	59.87	View chart
Invesco Exch Traded Fd Tr Ii Fndmntl Hy Crp (PHB)	0.1	$6.3M	+3%	339k	18.54	View chart
Public Storage (PSA)	0.1	$6.2M	+778%	17k	363.88	View chart
Public Service Enterprise (PEG)	0.1	$6.2M	+14%	69k	89.21	View chart
Direxion Shs Etf Tr Direxion Hcm (HCMT)	0.1	$6.2M	+29%	175k	35.25	View chart
Cummins (CMI)	0.1	$6.1M	+1197%	19k	323.79	View chart
First Tr Exchange-traded Cap Strength Etf (FTCS)	0.1	$6.1M	-2%	67k	90.80	View chart
Ishares Tr Msci Usa Min Vol (USMV)	0.1	$6.1M	+5%	67k	91.31	View chart
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)	0.1	$6.0M	+257%	114k	52.86	View chart
Churchill Downs (CHDN)	0.1	$6.0M		44k	135.21	View chart
Kroger (KR)	0.1	$5.9M	+1964%	104k	57.30	View chart
Ishares Tr Investment Grade (IGEB)	0.1	$5.8M	+7%	125k	46.47	View chart
Grayscale Bitcoin Tr Btc Shs Rep Com Ut (GBTC)	0.1	$5.8M		114k	50.50	View chart
Sempra Energy (SRE)	0.1	$5.6M	+18%	67k	83.63	View chart
Wal-Mart Stores (WMT)	0.1	$5.5M	+18%	68k	80.75	View chart
British Amern Tob Sponsored Adr (BTI)	0.1	$5.5M	+14%	150k	36.58	View chart
TJX Companies (TJX)	0.1	$5.4M	+1283%	46k	117.54	View chart
Amgen (AMGN)	0.1	$5.4M	+11%	17k	322.22	View chart
Simon Property (SPG)	0.1	$5.3M	NEW	32k	169.02	View chart
Wisdomtree Tr Us Qtly Div Grt (DGRW)	0.1	$5.2M	+77%	63k	83.21	View chart
Innovator Etfs Trust Us Eqt Pwr Buf (PAPR)	0.1	$5.2M	+582%	145k	35.94	View chart
Pimco Etf Tr 25yr+ Zero U S (ZROZ)	0.1	$5.2M	+1219%	63k	82.42	View chart
Doubleline Etf Trust Commercial Real (DCRE)	0.1	$5.2M	+498%	100k	51.98	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.1	$5.2M	+14%	98k	52.81	View chart
Ares Capital Corporation (ARCC)	0.1	$5.0M	+13%	239k	20.94	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.1	$5.0M	+140%	23k	220.89	View chart
Ishares Tr 10-20 Yr Trs Etf (TLH)	0.1	$5.0M	+10%	45k	109.33	View chart
Ares Dynamic Cr Allocation (ARDC)	0.1	$4.9M	+11%	320k	15.28	View chart
Etfis Ser Tr I Virtus Infrcap (PFFA)	0.1	$4.9M	+11%	214k	22.83	View chart
Select Sector Spdr Tr Sbi Cons Discr (XLY)	0.1	$4.9M	-76%	24k	200.37	View chart
Valero Energy Corporation (VLO)	0.1	$4.9M	+10%	36k	135.03	View chart
Spdr Ser Tr Aerospace Def (XAR)	0.1	$4.9M	+416%	31k	157.34	View chart
Exchange Listed Fds Tr Saba Int Rate (CEFS)	0.1	$4.8M	+12%	217k	22.25	View chart
Ishares Tr Aggres Alloc Etf (AOA)	0.1	$4.8M	-8%	61k	78.91	View chart
Wisdomtree Tr Us Total Dividnd (DTD)	0.1	$4.8M	+85%	63k	76.68	View chart
Lam Research Corporation (LRCX)	0.1	$4.8M	+5%	5.9k	816.09	View chart
Vanguard World Inf Tech Etf (VGT)	0.1	$4.8M	+18%	8.2k	586.49	View chart
Proshares Tr S&p 500 Dv Arist (NOBL)	0.1	$4.7M	+103%	44k	106.76	View chart
Pacer Fds Tr Pacer Us Small (CALF)	0.1	$4.7M	-41%	100k	46.52	View chart
Ishares U S Etf Tr It Rt Hdg Hgyl (HYGH)	0.1	$4.6M	+14%	54k	86.24	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.1	$4.6M	-4%	36k	128.20	View chart
Ssga Active Tr Spdr Dbleln Shrt (STOT)	0.1	$4.5M	+453%	96k	47.47	View chart
Ishares Tr Conv Bd Etf (ICVT)	0.1	$4.5M	+15%	54k	83.67	View chart
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)	0.1	$4.5M	+60%	54k	82.94	View chart
Ishares U S Etf Tr Int Rt Hdg C B (LQDH)	0.1	$4.5M	+14%	49k	93.05	View chart
Franklin Templeton Etf Tr Senior Loan Etf (FLBL)	0.1	$4.5M	+14%	186k	24.27	View chart
Broadcom (AVGO)	0.1	$4.5M	+1048%	26k	172.50	View chart
Vaneck Etf Trust Bdc Income Etf (BIZD)	0.1	$4.5M	+15%	269k	16.56	View chart
Virtus Etf Tr Ii Seix Sr Ln Etf (SEIX)	0.1	$4.4M	+14%	186k	23.80	View chart
Vanguard World Utilities Etf (VPU)	0.1	$4.4M	+7%	25k	174.05	View chart
Vanguard Index Fds Value Etf (VTV)	0.1	$4.4M	-13%	25k	174.57	View chart
Janus Detroit Str Tr B-bbb Clo Etf (JBBB)	0.1	$4.4M	+16%	89k	48.95	View chart
DNP Select Income Fund (DNP)	0.1	$4.3M	-4%	431k	10.04	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.1	$4.3M	+17%	67k	64.74	View chart
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)	0.1	$4.3M	+20%	108k	39.69	View chart
American Express Company (AXP)	0.1	$4.2M	+22%	16k	271.20	View chart
Midcap Financial Invstmnt Com New (MFIC)	0.1	$4.2M	NEW	312k	13.39	View chart
Gilead Sciences (GILD)	0.1	$4.2M	+21%	50k	83.84	View chart
Doubleline Etf Trust Shiller Cape U S (CAPE)	0.1	$4.2M	+172%	140k	29.59	View chart
Two Rds Shared Tr Fndtns Dyn Incom (FDTB)	0.1	$4.1M		431k	9.61	View chart
Vanguard World Energy Etf (VDE)	0.1	$4.1M	-6%	33k	122.47	View chart
Crown Castle Intl (CCI)	0.1	$4.0M	+20%	34k	118.63	View chart
Taiwan Semiconductor Mfg Sponsored Ads (TSM)	0.1	$4.0M	+6%	23k	173.67	View chart
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)	0.1	$3.9M	+14%	77k	50.74	View chart
Coca-Cola Company (KO)	0.1	$3.9M	+12%	54k	71.86	View chart
Spdr Ser Tr Portfolio S&p500 (SPLG)	0.1	$3.8M		57k	67.51	View chart
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)	0.1	$3.8M	+75%	39k	96.95	View chart
Two Rds Shared Tr Foundations Dynm (FDCE)	0.1	$3.7M	-7%	294k	12.60	View chart
Select Sector Spdr Tr Sbi Int-utils (XLU)	0.1	$3.7M	+3%	45k	80.78	View chart
Innovator Etfs Trust U S Eq 10 Buffer (ZALT)	0.1	$3.6M	+480%	122k	29.25	View chart
Vanguard World Health Car Etf (VHT)	0.1	$3.6M		13k	282.21	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.1	$3.5M	-17%	9.4k	375.39	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.1	$3.5M	-3%	41k	84.53	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.1	$3.4M	+428%	19k	179.16	View chart
Vanguard World Financials Etf (VFH)	0.1	$3.3M	-7%	30k	109.91	View chart
Spdr Ser Tr Portfolio Agrgte (SPAB)	0.1	$3.3M	-11%	127k	26.14	View chart
Schwab Strategic Tr Int-trm U.s Tres (SCHR)	0.1	$3.3M	+84%	65k	50.60	View chart
First Tr Exchange-traded Ft Vest S&p 500 (KNG)	0.1	$3.3M	-2%	60k	54.48	View chart
Vanguard World Industrial Etf (VIS)	0.1	$3.2M	-8%	12k	260.08	View chart
Advanced Micro Devices (AMD)	0.1	$3.2M	+5%	20k	164.08	View chart
Ishares Tr 7-10 Yr Trsy Bd (IEF)	0.1	$3.2M	+27%	33k	98.12	View chart
Vanguard World Materials Etf (VAW)	0.1	$3.2M	-4%	15k	211.47	View chart
Alphabet Cap Stk Cl C (GOOG)	0.1	$3.1M	-7%	19k	167.19	View chart
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)	0.1	$3.1M	+594%	46k	67.27	View chart
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)	0.1	$3.1M	-5%	61k	50.88	View chart
Pacer Fds Tr Developed Mrkt (ICOW)	0.1	$3.0M	+11%	96k	31.63	View chart
First Tr Morningstar Divid L SHS (FDL)	0.1	$3.0M		72k	41.95	View chart
Ishares Tr Rus Tp200 Gr Etf (IWY)	0.1	$3.0M	+33%	14k	220.04	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (XMAR)	0.1	$3.0M	-3%	84k	35.49	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s Eqt (GJUN)	0.1	$2.9M		82k	35.42	View chart
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS)	0.1	$2.9M	+122%	61k	47.21	View chart
Ishares Tr Hdg Msci Eafe (HEFA)	0.1	$2.7M	-83%	77k	35.42	View chart
Spdr Ser Tr Portfli High Yld (SPHY)	0.1	$2.7M	+576%	112k	24.05	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.1	$2.7M	+28%	23k	116.96	View chart
Caterpillar (CAT)	0.1	$2.7M	+8%	6.8k	391.11	View chart
Select Sector Spdr Tr Energy (XLE)	0.1	$2.6M	-7%	30k	87.80	View chart
Spdr Index Shs Fds Portfolio Devlpd (SPDW)	0.1	$2.6M	+60%	70k	37.56	View chart
First Tr Nasdaq 100 Tech Ind SHS (QTEC)	0.1	$2.6M	-12%	14k	191.31	View chart
Spdr Ser Tr Portfolio Crport (SPBO)	0.1	$2.6M	+909%	86k	30.03	View chart
Ishares Tr Conser Alloc Etf (AOK)	0.1	$2.6M	+38%	67k	38.66	View chart
Johnson & Johnson (JNJ)	0.1	$2.6M	+21%	16k	162.06	View chart
Goldman Sachs Physical Gold Unit (AAAU)	0.1	$2.5M	+12%	97k	26.02	View chart
Philip Morris International (PM)	0.1	$2.5M	+35%	21k	121.40	View chart
First Tr Exchng Traded Fd Vi Tcw Opportunis (FIXD)	0.1	$2.5M	+14%	55k	45.24	View chart
Netflix (NFLX)	0.1	$2.5M		3.5k	709.33	View chart
American Centy Etf Tr Intl Smcp Vlu (AVDV)	0.1	$2.4M		35k	70.67	View chart
Schwab Strategic Tr Fundamental Us S (FNDA)	0.1	$2.4M	+84%	41k	59.57	View chart
Pfizer (PFE)	0.1	$2.4M	-13%	83k	28.94	View chart
Spdr Ser Tr Portfolio Ln Tsr (SPTL)	0.1	$2.4M	+196%	82k	29.07	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s (XIDE)	0.1	$2.4M		78k	30.40	View chart
Walt Disney Company (DIS)	0.0	$2.3M	-2%	24k	96.19	View chart
Qualcomm (QCOM)	0.0	$2.3M	+28%	14k	170.05	View chart

Past Filings by Foundations Investment Advisors

SEC 13F filings are viewable for Foundations Investment Advisors going back to 2018

Foundations Investment Advisors 2024 Q3 filed Oct. 21, 2024
Foundations Investment Advisors 2024 Q2 filed Aug. 2, 2024
Foundations Investment Advisors 2024 Q1 filed May 13, 2024
Foundations Investment Advisors 2023 Q4 filed Feb. 8, 2024
Foundations Investment Advisors 2023 Q3 filed Oct. 5, 2023
Foundations Investment Advisors 2023 Q2 filed July 19, 2023
Foundations Investment Advisors 2023 Q1 filed April 25, 2023
Foundations Investment Advisors 2022 Q4 filed Jan. 11, 2023
Foundations Investment Advisors 2022 Q3 filed Oct. 19, 2022
Foundations Investment Advisors 2022 Q2 filed July 8, 2022
Foundations Investment Advisors 2022 Q1 filed April 19, 2022
Foundations Investment Advisors 2021 Q4 filed Jan. 21, 2022
Foundations Investment Advisors 2021 Q3 filed Oct. 13, 2021
Foundations Investment Advisors 2021 Q2 filed July 14, 2021
Foundations Investment Advisors 2021 Q1 filed April 9, 2021
Foundations Investment Advisors 2020 Q4 filed Jan. 13, 2021

View all past filings

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