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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 IVW, IVV, IUSB, SPY, QUAL, and represent 12.81% of Foundations Investment Advisors's stock portfolio.
Added to shares of these 10 stocks: MTUM (+$33M), EFG (+$20M), UUP (+$19M), QQQ (+$16M), SCHX (+$13M), SCHA (+$13M), VUG (+$13M), SPY (+$12M), MSFT (+$12M), MDYV (+$11M).
Started 96 new stock positions in ANF, SQQQ, MNTSW, MRVL, BNOV, TPIF, GOF, FLG, FDVV, USO.
Reduced shares in these 10 stocks: ADME (-$28M), AGG (-$17M), BIL (-$17M), SHY (-$16M), TDSC (-$12M), IUSB (-$11M), CLSM (-$9.1M), ELV (-$8.8M), FDGR (-$8.1M), ABBV (-$7.8M).
Sold out of its positions in ARKG, AVAV, AEM, ALB, AVIG, AMP, Arista Networks, ALV, BlackRock, BF.B.
Foundations Investment Advisors was a net buyer of stock by $475M.
Foundations Investment Advisors has $5.2B in assets under management (AUM), dropping by 8.89%.
Central Index Key (CIK): 0001743404

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Portfolio Holdings for Foundations Investment Advisors

Foundations Investment Advisors holds 836 positions in its portfolio as reported in the December 2024 quarterly 13F filing

Foundations Investment Advisors has 836 total positions. Only the first 250 positions are shown.

Sign up to view all of the Foundations Investment Advisors Dec. 31, 2024 positions
Download the Foundations Investment Advisors December 2024 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Ishares Tr S&p 500 Grwt Etf (IVW)	2.8	$147M		1.4M	101.53	View chart
Ishares Tr Core S&p500 Etf (IVV)	2.7	$140M	+4%	237k	588.68	View chart
Ishares Tr Core Total Usd (IUSB)	2.5	$128M	-7%	2.8M	45.20	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	2.4	$126M	+11%	214k	586.08	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	2.4	$123M	+4%	693k	178.08	View chart
Exchange Listed Fds Tr Cabana Target 10 (TDSC)	2.2	$112M	-9%	4.6M	24.43	View chart
Blackrock Etf Trust Ishares Us Equit (DYNF)	1.9	$101M	+2%	2.0M	51.25	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	1.9	$100M	+18%	196k	511.23	View chart
Ishares Tr S&p 500 Val Etf (IVE)	1.8	$94M	+11%	493k	190.88	View chart
Apple (AAPL)	1.8	$91M	+6%	363k	250.42	View chart
Exchange Listed Fds Tr Cabana Moderate (CLSM)	1.7	$87M	-9%	4.3M	20.33	View chart
Two Rds Shared Tr Anfield Us Equ (AESR)	1.7	$86M	+2%	5.0M	17.28	View chart
Ishares Tr Eafe Grwth Etf (EFG)	1.6	$85M	+30%	881k	96.83	View chart
Ishares Tr Eafe Value Etf (EFV)	1.6	$82M	+11%	1.6M	52.47	View chart
NVIDIA Corporation (NVDA)	1.5	$79M	+11%	590k	134.29	View chart
Select Sector Spdr Tr Communication (XLC)	1.4	$74M	+12%	762k	96.81	View chart
Microsoft Corporation (MSFT)	1.4	$72M	+19%	171k	421.50	View chart
Spdr Gold Tr Gold Shs (GLD)	1.3	$66M	+5%	273k	242.13	View chart
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)	1.2	$64M	-21%	704k	91.43	View chart
Select Sector Spdr Tr Technology (XLK)	1.2	$64M	+13%	274k	232.52	View chart
Exchange Listed Fds Tr Cabana Trgt Beta (TDSB)	1.1	$56M	-9%	2.6M	21.66	View chart
Select Sector Spdr Tr Sbi Healthcare (XLV)	1.0	$52M	+17%	376k	137.57	View chart
Amazon (AMZN)	0.9	$47M	+15%	213k	219.39	View chart
Ishares Tr Msci Usa Mmentm (MTUM)	0.9	$47M	+245%	225k	206.92	View chart
Two Rds Shared Tr Regents Pk Hdgd (RPHS)	0.9	$46M	-4%	4.6M	10.12	View chart
Vaneck Etf Trust Semiconductr Etf (SMH)	0.9	$46M	+20%	191k	242.17	View chart
Ishares Tr Short Treas Bd (SHV)	0.9	$46M	-10%	416k	110.11	View chart
Pacer Fds Tr Us Cash Cows 100 (COWZ)	0.9	$45M	+20%	798k	56.48	View chart
Select Sector Spdr Tr Financial (XLF)	0.8	$43M	+12%	898k	48.33	View chart
Two Rds Shared Tr Anfield Dynamic (ADFI)	0.8	$43M	+3%	5.1M	8.39	View chart
Pacer Fds Tr Pac Asset Fltg (FLRT)	0.8	$42M	+7%	874k	47.54	View chart
Vanguard Index Fds Growth Etf (VUG)	0.8	$41M	+44%	99k	410.44	View chart
Ishares Tr U.s. Tech Etf (IYW)	0.8	$40M		253k	159.52	View chart
Ishares Msci Emrg Chn (EMXC)	0.8	$39M	+17%	702k	55.45	View chart
Ishares Tr 20 Yr Tr Bd Etf (TLT)	0.7	$37M	+10%	420k	87.33	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.7	$35M	+25%	183k	189.30	View chart
Ishares Tr Mbs Etf (MBB)	0.7	$34M	+16%	370k	91.68	View chart
Meta Platforms Cl A (META)	0.6	$33M	+10%	57k	585.51	View chart
Exxon Mobil Corporation (XOM)	0.6	$32M	+15%	300k	107.57	View chart
Blackrock Etf Trust Ii Ishares Flexible (BINC)	0.6	$31M	+14%	593k	52.02	View chart
JPMorgan Chase & Co. (JPM)	0.6	$31M	+13%	128k	239.71	View chart
Microstrategy Cl A New (MSTR)	0.6	$30M	-14%	103k	289.62	View chart
Ishares Gold Tr Ishares New (IAU)	0.6	$30M	+9%	599k	49.51	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.6	$29M		55k	538.81	View chart
Eli Lilly & Co. (LLY)	0.6	$29M	+12%	37k	772.01	View chart
UnitedHealth (UNH)	0.5	$29M	+16%	56k	505.86	View chart
Oracle Corporation (ORCL)	0.5	$27M	+24%	165k	166.64	View chart
Invesco Exchange Traded Fd T S&p Mdcp Momntum (XMMO)	0.5	$27M	+28%	216k	123.53	View chart
Ishares Tr Cohen Steer Reit (ICF)	0.5	$27M	+14%	442k	60.26	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s. Equ (XISE)	0.5	$26M	+2%	848k	30.29	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.5	$25M	+10%	87k	289.81	View chart
American Centy Etf Tr Intl Eqt Etf (AVDE)	0.5	$25M	+11%	403k	61.37	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	0.5	$25M	+106%	947k	25.86	View chart
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR)	0.5	$24M	+34%	799k	30.47	View chart
Accenture Plc Ireland Shs Class A (ACN)	0.5	$24M		68k	351.79	View chart
Select Sector Spdr Tr Indl (XLI)	0.5	$24M	+17%	179k	131.76	View chart
Vanguard World Mega Grwth Ind (MGK)	0.4	$23M	+9%	66k	343.41	View chart
Citigroup Com New (C)	0.4	$23M	+22%	320k	70.39	View chart
Ishares Core Msci Emkt (IEMG)	0.4	$22M	+11%	417k	52.22	View chart
Vertiv Holdings Com Cl A (VRT)	0.4	$21M	+7%	186k	113.61	View chart
Vanguard Scottsdale Fds Inter Term Treas (VGIT)	0.4	$21M	+5%	362k	58.00	View chart
Vanguard Scottsdale Fds Short Term Treas (VGSH)	0.4	$21M	-15%	359k	58.18	View chart
Chevron Corporation (CVX)	0.4	$20M	+13%	141k	144.84	View chart
Invesco Db Us Dlr Index Tr Bullish Fd (UUP)	0.4	$19M	NEW	644k	29.42	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.4	$19M	+227%	810k	23.18	View chart
Asml Holding N V N Y Registry Shs (ASML)	0.4	$18M	+36%	26k	693.07	View chart
Visa Com Cl A (V)	0.4	$18M	+15%	58k	316.04	View chart
First Tr Exchange-traded Risng Divd Achiv (RDVY)	0.3	$18M	+6%	298k	59.14	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	0.3	$17M	+6%	216k	80.27	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.3	$17M	+2%	289k	57.53	View chart
Mastercard Incorporated Cl A (MA)	0.3	$16M	+20%	31k	526.57	View chart
Adobe Systems Incorporated (ADBE)	0.3	$16M	+30%	36k	444.68	View chart
Vanguard Wellington Us Quality (VFQY)	0.3	$16M	+7%	113k	140.89	View chart
Select Sector Spdr Tr Sbi Cons Stpls (XLP)	0.3	$16M	+8%	202k	78.61	View chart
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT)	0.3	$16M	+17%	298k	53.05	View chart
Doubleline Etf Trust Commodity Strate (DCMT)	0.3	$16M	+15%	615k	25.51	View chart
Ishares Tr Modert Alloc Etf (AOM)	0.3	$16M	+17%	357k	43.44	View chart
Costco Wholesale Corporation (COST)	0.3	$15M	+12%	16k	916.29	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.3	$15M	+7%	33k	453.27	View chart
Ishares Tr 1 3 Yr Treas Bd (SHY)	0.3	$15M	-51%	180k	81.98	View chart
Cheniere Energy Com New (LNG)	0.3	$15M	+17%	69k	214.87	View chart
Tesla Motors (TSLA)	0.3	$15M	+4%	36k	403.83	View chart
Wisdomtree Tr Japn Hedge Eqt (DXJ)	0.3	$14M	+4%	131k	110.29	View chart
McKesson Corporation (MCK)	0.3	$14M	+21%	25k	569.92	View chart
Invesco Exch Traded Fd Tr Ii Sr Ln Etf (BKLN)	0.3	$14M	+57%	655k	21.07	View chart
Altria (MO)	0.3	$14M	+15%	259k	52.29	View chart
Ishares Tr Grwt Allocat Etf (AOR)	0.3	$14M	+15%	236k	57.32	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.3	$13M	+169%	61k	220.96	View chart
Ishares Silver Tr Ishares (SLV)	0.3	$13M	+22%	506k	26.33	View chart
Novo-nordisk A S Adr (NVO)	0.3	$13M	+13%	154k	86.02	View chart
Alibaba Group Hldg Sponsored Ads (BABA)	0.3	$13M	+21%	155k	84.79	View chart
Two Rds Shared Tr Anfield Unvl Etf (AFIF)	0.3	$13M	+7%	1.4M	9.15	View chart
Vanguard Malvern Fds Core Bd Etf (VCRB)	0.3	$13M	-19%	171k	75.81	View chart
Fidelity Merrimack Str Tr Total Bd Etf (FBND)	0.2	$13M	+21%	279k	44.87	View chart
First Tr Exchange-traded Fst Low Oppt Eft (LMBS)	0.2	$12M	+3%	253k	48.67	View chart
Vanguard Wellington Us Minimum (VFMV)	0.2	$12M	+7%	101k	120.51	View chart
salesforce (CRM)	0.2	$12M	+14%	37k	334.33	View chart
Southern Company (SO)	0.2	$12M	+39%	147k	82.32	View chart
American Centy Etf Tr Us Eqt Etf (AVUS)	0.2	$12M	+2%	125k	96.93	View chart
Spdr Ser Tr S&P 400 MDCP GRW (MDYG)	0.2	$12M	+2181%	134k	86.89	View chart
Palo Alto Networks (PANW)	0.2	$11M	+137%	62k	181.96	View chart
Spdr Ser Tr S&p 400 Mdcp Val (MDYV)	0.2	$11M	NEW	141k	80.20	View chart
Grayscale Bitcoin Trust Etf Shs Rep Com Ut (GBTC)	0.2	$11M	+25%	144k	74.02	View chart
Procter & Gamble Company (PG)	0.2	$11M	+21%	63k	167.65	View chart
Lockheed Martin Corporation (LMT)	0.2	$10M	+21%	21k	485.94	View chart
Two Rds Shared Tr Fndtns Dyn Value (FDVL)	0.2	$10M	+2047%	999k	10.23	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.2	$10M	+336%	366k	27.87	View chart
American Centy Etf Tr Avantis Emgmkt (AVEM)	0.2	$10M	+5%	173k	58.79	View chart
Vanguard Index Fds Value Etf (VTV)	0.2	$9.8M	+128%	58k	169.30	View chart
Ssga Active Tr Spdr Ssga Us Sct (XLSR)	0.2	$9.7M	+16%	181k	53.44	View chart
Select Sector Spdr Tr Sbi Cons Discr (XLY)	0.2	$9.6M	+76%	43k	224.35	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PDEC)	0.2	$9.3M		242k	38.42	View chart
McDonald's Corporation (MCD)	0.2	$9.3M		32k	289.89	View chart
Ishares Tr Core Div Grwth (DGRO)	0.2	$9.1M	+3%	149k	61.34	View chart
Enterprise Products Partners (EPD)	0.2	$9.1M	+5%	290k	31.36	View chart
Morgan Stanley Com New (MS)	0.2	$9.0M	+17%	72k	125.72	View chart
American Centy Etf Tr Avantis Us Small (AVSC)	0.2	$9.0M	+3%	166k	54.36	View chart
Verizon Communications (VZ)	0.2	$8.9M	+27%	222k	39.99	View chart
Williams Companies (WMB)	0.2	$8.8M	+13%	163k	54.12	View chart
Novartis Sponsored Adr (NVS)	0.2	$8.7M	+26%	89k	97.31	View chart
Broadcom (AVGO)	0.2	$8.6M	+43%	37k	231.84	View chart
Raytheon Technologies Corp (RTX)	0.2	$8.6M	+30%	75k	115.72	View chart
Ishares Tr Us Treas Bd Etf (GOVT)	0.2	$8.6M	+9%	375k	22.98	View chart
Doubleline Etf Trust Opportunistic Bd (DBND)	0.2	$8.6M	-28%	190k	45.29	View chart
Blackstone Group Inc Com Cl A (BX)	0.2	$8.6M	+17%	50k	172.42	View chart
Apollo Global Mgmt (APO)	0.2	$8.5M	NEW	52k	165.16	View chart
Wal-Mart Stores (WMT)	0.2	$8.4M	+35%	93k	90.35	View chart
International Business Machines (IBM)	0.2	$8.4M	+25%	38k	219.83	View chart
Doubleline Etf Trust Shiller Cape U S (CAPE)	0.2	$8.4M	+99%	279k	29.97	View chart
Ishares Tr S&p 100 Etf (OEF)	0.2	$8.4M	+4%	29k	288.85	View chart
Ishares Emng Mkts Eqt (EMGF)	0.2	$8.3M	+5%	184k	45.23	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.2	$8.1M	+538%	63k	128.62	View chart
Ishares Tr Us Infrastruc (IFRA)	0.2	$8.1M	+3%	175k	46.29	View chart
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)	0.2	$8.1M		38k	210.45	View chart
Spdr Ser Tr Portfolio S&p400 (SPMD)	0.2	$8.0M	+5%	147k	54.69	View chart
At&t (T)	0.2	$7.9M	+18%	348k	22.77	View chart
Home Depot (HD)	0.2	$7.9M		20k	389.00	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.1	$7.8M	+68%	61k	127.59	View chart
Freeport-mcmoran CL B (FCX)	0.1	$7.7M	+20%	202k	38.08	View chart
Sempra Energy (SRE)	0.1	$7.6M	+28%	86k	87.72	View chart
Allstate Corporation (ALL)	0.1	$7.5M		39k	192.79	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Equty (SEPM)	0.1	$7.5M	NEW	250k	29.83	View chart
Public Service Enterprise (PEG)	0.1	$7.4M	+26%	88k	84.49	View chart
Doubleline Etf Trust Mortgage Etf (DMBS)	0.1	$7.3M	-25%	151k	48.10	View chart
Merck & Co (MRK)	0.1	$7.3M	+22%	73k	99.48	View chart
British Amern Tob Sponsored Adr (BTI)	0.1	$7.2M	+32%	199k	36.32	View chart
First Tr Exchange-traded Smid Risng Etf (SDVY)	0.1	$6.6M	+5%	185k	35.85	View chart
Direxion Shs Etf Tr Direxion Hcm (HCMT)	0.1	$6.6M	+5%	184k	36.09	View chart
Lowe's Companies (LOW)	0.1	$6.6M		27k	246.80	View chart
Cummins (CMI)	0.1	$6.5M		19k	348.61	View chart
Ishares Tr Conv Bd Etf (ICVT)	0.1	$6.5M	+41%	77k	84.97	View chart
Ares Capital Corporation (ARCC)	0.1	$6.4M	+23%	295k	21.89	View chart
Vanguard World Inf Tech Etf (VGT)	0.1	$6.4M	+26%	10k	621.82	View chart
Kroger (KR)	0.1	$6.4M		105k	61.15	View chart
Proshares Tr Pshs Ult S&p 500 (SSO)	0.1	$6.4M	+312%	69k	92.51	View chart
Innovator Etfs Trust Defined Wlt Shld (BALT)	0.1	$6.3M	-9%	199k	31.42	View chart
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)	0.1	$6.2M	+5%	120k	51.14	View chart
Invesco Exch Traded Fd Tr Ii Fndmntl Hy Crp (PHB)	0.1	$6.1M		338k	18.08	View chart
Ishares Tr Msci Usa Min Vol (USMV)	0.1	$6.1M	+2%	69k	88.79	View chart
Ishares Tr Rus 2000 Grw Etf (IWO)	0.1	$6.0M	+1376%	21k	287.82	View chart
Ares Dynamic Cr Allocation (ARDC)	0.1	$6.0M	+23%	395k	15.11	View chart
Wisdomtree Tr Us Qtly Div Grt (DGRW)	0.1	$6.0M	+16%	74k	80.93	View chart
Churchill Downs (CHDN)	0.1	$5.9M		44k	133.54	View chart
Amgen (AMGN)	0.1	$5.9M	+35%	23k	260.64	View chart
Gilead Sciences (GILD)	0.1	$5.8M	+27%	63k	92.37	View chart
Ishares U S Etf Tr It Rt Hdg Hgyl (HYGH)	0.1	$5.8M	+24%	67k	86.35	View chart
Etfis Ser Tr I Virtus Infrcap (PFFA)	0.1	$5.8M	+22%	263k	21.90	View chart
Exchange Listed Fds Tr Saba Int Rate (CEFS)	0.1	$5.7M	+23%	268k	21.42	View chart
TJX Companies (TJX)	0.1	$5.7M	+2%	47k	120.81	View chart
Franklin Templeton Etf Tr Senior Loan Etf (FLBL)	0.1	$5.7M	+26%	234k	24.27	View chart
Vaneck Etf Trust Bdc Income Etf (BIZD)	0.1	$5.7M	+26%	341k	16.63	View chart
Ishares U S Etf Tr Int Rt Hdg C B (LQDH)	0.1	$5.7M	+25%	61k	92.74	View chart
Virtus Etf Tr Ii Seix Sr Ln Etf (SEIX)	0.1	$5.6M	+25%	234k	23.93	View chart
Janus Detroit Str Tr B-bbb Clo Etf (JBBB)	0.1	$5.6M	+26%	114k	49.16	View chart
Ishares Tr Aggres Alloc Etf (AOA)	0.1	$5.5M	+18%	72k	76.61	View chart
Wisdomtree Tr Us Total Dividnd (DTD)	0.1	$5.5M	+15%	72k	75.86	View chart
Doubleline Etf Trust Commercial Real (DCRE)	0.1	$5.5M	+6%	106k	51.46	View chart
Simon Property (SPG)	0.1	$5.4M		32k	172.21	View chart
Innovator Etfs Trust Us Eqt Pwr Buf (PAPR)	0.1	$5.4M		147k	36.70	View chart
Midcap Financial Invstmnt Com New (MFIC)	0.1	$5.4M	+28%	400k	13.49	View chart
First Tr Exchange-traded Cap Strength Etf (FTCS)	0.1	$5.4M	-8%	61k	87.82	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.1	$5.3M	+140%	27k	195.83	View chart
Ssga Active Tr Spdr Dbleln Shrt (STOT)	0.1	$5.3M	+17%	112k	46.86	View chart
Valero Energy Corporation (VLO)	0.1	$5.2M	+18%	43k	122.59	View chart
Palantir Technologies Cl A (PLTR)	0.1	$5.2M	+10%	69k	75.63	View chart
Ishares Tr Rus Tp200 Gr Etf (IWY)	0.1	$5.1M	+61%	22k	235.27	View chart
Lam Research Corp Com New (LRCX)	0.1	$5.1M	NEW	71k	72.23	View chart
Public Storage (PSA)	0.1	$5.1M		17k	299.43	View chart
Ishares Tr 10-20 Yr Trs Etf (TLH)	0.1	$5.0M	+11%	51k	99.54	View chart
Taiwan Semiconductor Mfg Sponsored Ads (TSM)	0.1	$5.0M	+9%	25k	197.49	View chart
Proshares Tr S&p 500 Dv Arist (NOBL)	0.1	$5.0M	+13%	50k	99.55	View chart
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)	0.1	$4.9M	+12%	122k	40.49	View chart
Invesco Exch Traded Fd Tr Ii S&p Smallcap 600 (RWJ)	0.1	$4.9M	+228%	107k	45.76	View chart
3M Company (MMM)	0.1	$4.8M	+792%	37k	129.09	View chart
Ishares Tr High Yld Systm B (HYDB)	0.1	$4.8M	+893%	103k	47.01	View chart
Goldman Sachs (GS)	0.1	$4.8M	+360%	8.3k	572.59	View chart
Pacer Fds Tr Pacer Us Small (CALF)	0.1	$4.8M	+7%	108k	44.01	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.1	$4.7M		99k	47.82	View chart
American Express Company (AXP)	0.1	$4.7M	+2%	16k	296.79	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.1	$4.5M	+14%	77k	58.93	View chart
Crown Castle Intl (CCI)	0.1	$4.4M	+44%	49k	90.76	View chart
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)	0.1	$4.4M	+13%	88k	50.37	View chart
Vanguard World Utilities Etf (VPU)	0.1	$4.3M	+3%	26k	163.42	View chart
Alphabet Cap Stk Cl C (GOOG)	0.1	$4.2M	+17%	22k	190.44	View chart
Spdr Index Shs Fds Portfolio Devlpd (SPDW)	0.1	$4.2M	+72%	122k	34.13	View chart
Vanguard World Energy Etf (VDE)	0.1	$4.2M	+2%	34k	121.31	View chart
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)	0.1	$4.1M	+13%	45k	92.72	View chart
Spdr Ser Tr Portfolio Agrgte (SPAB)	0.1	$4.1M	+28%	163k	24.99	View chart
Coca-Cola Company (KO)	0.1	$4.0M	+17%	64k	62.26	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.1	$3.9M	+4%	9.8k	401.56	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.1	$3.9M	+245%	143k	27.32	View chart
Innovator Etfs Trust U S Eq 10 Buffer (ZALT)	0.1	$3.9M	+6%	129k	29.76	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.1	$3.9M	+15%	22k	175.23	View chart
Abbvie (ABBV)	0.1	$3.7M	-68%	21k	177.70	View chart
Netflix (NFLX)	0.1	$3.7M	+19%	4.1k	891.25	View chart
Vanguard World Financials Etf (VFH)	0.1	$3.6M		30k	118.07	View chart
Schwab Strategic Tr Int-trm U.s Tres (SCHR)	0.1	$3.6M	+123%	146k	24.29	View chart
Ishares Tr 7-10 Yr Trsy Bd (IEF)	0.1	$3.5M	+16%	38k	92.45	View chart
First Tr Exchange-traded First Tr Enh New (FTSM)	0.1	$3.5M	-45%	58k	59.77	View chart
Coinbase Global Com Cl A (COIN)	0.1	$3.4M	+197%	14k	248.31	View chart
Vanguard World Health Car Etf (VHT)	0.1	$3.4M	+5%	13k	253.69	View chart
DNP Select Income Fund (DNP)	0.1	$3.4M	-11%	381k	8.82	View chart
Spdr Ser Tr Portfolio S&p500 (SPLG)	0.1	$3.3M	-14%	48k	68.94	View chart
Vanguard World Industrial Etf (VIS)	0.1	$3.3M	+5%	13k	254.39	View chart
Doubleline Etf Trust Fortune 500 Equa (DFVE)	0.1	$3.3M	+173%	116k	28.31	View chart
Spdr Ser Tr Bbg Conv Sec Etf (CWB)	0.1	$3.3M	+502%	42k	77.89	View chart
Advanced Micro Devices (AMD)	0.1	$3.2M	+33%	26k	120.79	View chart
Pfizer (PFE)	0.1	$3.2M	+43%	119k	26.53	View chart
Spdr Ser Tr Aerospace Def (XAR)	0.1	$3.1M	-39%	19k	165.82	View chart
First Tr Exchange-traded Ft Vest S&p 500 (KNG)	0.1	$3.1M		61k	50.21	View chart
Pacer Fds Tr Developed Mrkt (ICOW)	0.1	$3.1M	+8%	105k	29.19	View chart
Schwab Strategic Tr Fundamental Us S (FNDA)	0.1	$3.0M	+149%	102k	29.70	View chart
Vanguard World Materials Etf (VAW)	0.1	$3.0M	+6%	16k	187.84	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (XMAR)	0.1	$3.0M		83k	36.20	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.1	$3.0M	+11%	26k	115.22	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.1	$2.9M	+34%	41k	71.91	View chart
Walt Disney Company (DIS)	0.1	$2.9M	+5%	26k	111.35	View chart
Ishares Tr MRGSTR MD CP GRW (IMCG)	0.1	$2.9M	+1240%	38k	75.53	View chart
First Tr Morningstar Divid L SHS (FDL)	0.1	$2.8M		71k	40.26	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s Eqt (GJUN)	0.1	$2.8M	-3%	79k	36.00	View chart
Ishares Tr Hdg Msci Eafe (HEFA)	0.1	$2.8M	+5%	81k	34.75	View chart
Caterpillar (CAT)	0.1	$2.8M	+12%	7.7k	362.76	View chart
Ishares Tr National Mun Etf (MUB)	0.1	$2.8M	+36%	26k	106.55	View chart
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)	0.1	$2.7M	-43%	31k	87.90	View chart
Select Sector Spdr Tr Sbi Int-utils (XLU)	0.1	$2.7M	-21%	36k	75.69	View chart
First Tr Nasdaq 100 Tech Ind SHS (QTEC)	0.1	$2.7M	+3%	14k	188.28	View chart
Philip Morris International (PM)	0.1	$2.7M	+8%	22k	120.35	View chart
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS)	0.1	$2.7M	-2%	59k	45.34	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	0.0	$2.6M	+523%	16k	161.77	View chart
Select Sector Spdr Tr Energy (XLE)	0.0	$2.6M		30k	85.66	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 Q4 filed Jan. 22, 2025
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

View all past filings

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