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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 TDSC, IVV, CLSM, BIL, SPY, and represent 17.83% of Foundations Investment Advisors's stock portfolio.
Added to shares of these 10 stocks: DYNF (+$33M), QUAL (+$31M), IVW (+$29M), Doubleline Etf Trust (+$18M), HEFA (+$16M), EMXC (+$10M), ORCL (+$10M), MGK (+$10M), BINC (+$9.9M), GLD (+$8.6M).
Started 103 new stock positions in IYY, RIG, HTGC, XTJL, QDEC, FFEB, MGC, LKQ, IGIB, TOL.
Reduced shares in these 10 stocks: BALT (-$82M), BSCO (-$70M), IVV (-$60M), BUFF (-$23M), SFLR (-$23M), VGSH (-$21M), CLSM (-$21M), TDSC (-$19M), SGOV (-$18M), BUFR (-$14M).
Sold out of its positions in BDGS, AZN, CL, STK, DFAT, MSVX, MSTB, Exchange Listed Fds Tr, Exchange Listed Fds Tr, FGM.
Foundations Investment Advisors was a net seller of stock by $-73M.
Foundations Investment Advisors has $3.8B in assets under management (AUM), dropping by 2.52%.
Central Index Key (CIK): 0001743404

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Portfolio Holdings for Foundations Investment Advisors

Foundations Investment Advisors holds 703 positions in its portfolio as reported in the March 2024 quarterly 13F filing

Foundations Investment Advisors has 703 total positions. Only the first 250 positions are shown.

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

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Exchange Listed Fds Tr Cabana Target 10 (TDSC)	4.4	$167M	-10%	6.9M	24.26	View chart
Ishares Tr Core S&p500 Etf (IVV)	3.9	$150M	-28%	286k	525.73	View chart
Exchange Listed Fds Tr Cabana Moderate (CLSM)	3.5	$134M	-13%	6.5M	20.50	View chart
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)	3.3	$127M	-6%	1.4M	91.80	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	2.7	$103M	+6%	198k	523.07	View chart
Ishares Tr Core Total Usd (IUSB)	2.7	$101M		2.2M	45.59	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	2.5	$97M	+46%	588k	164.35	View chart
Exchange Listed Fds Tr Cabana Trgt Beta (TDSB)	2.3	$87M	-9%	3.9M	22.10	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	2.3	$86M	+50%	1.0M	84.44	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	1.8	$70M	+11%	157k	444.01	View chart
Ishares Tr S&p 500 Val Etf (IVE)	1.8	$67M	+7%	359k	186.81	View chart
Ishares Tr Short Treas Bd (SHV)	1.6	$59M	-8%	537k	110.54	View chart
Blackrock Etf Trust Us Eqt Factor (DYNF)	1.5	$58M	+134%	1.3M	44.40	View chart
Two Rds Shared Tr Regents Pk Hdgd (RPHS)	1.4	$54M	-8%	5.5M	9.72	View chart
Apple (AAPL)	1.3	$51M	-3%	295k	171.48	View chart
Two Rds Shared Tr Anfield Us Equ (AESR)	1.3	$49M	+6%	3.2M	15.57	View chart
Select Sector Spdr Tr Financial (XLF)	1.2	$47M	+8%	1.1M	42.12	View chart
Ishares Tr Eafe Value Etf (EFV)	1.2	$47M	-22%	859k	54.40	View chart
Ishares Tr Eafe Grwth Etf (EFG)	1.2	$44M	+4%	425k	103.79	View chart
Microsoft Corporation (MSFT)	1.1	$44M	+2%	104k	420.72	View chart
Spdr Gold Tr Gold Shs (GLD)	1.1	$43M	+24%	235k	183.63	View chart
Select Sector Spdr Tr Sbi Healthcare (XLV)	1.1	$43M	+5%	288k	147.73	View chart
Select Sector Spdr Tr Technology (XLK)	1.1	$41M	+4%	197k	208.27	View chart
Two Rds Shared Tr Anfield Diversif (DALT)	1.0	$40M	+7%	4.4M	9.03	View chart
Vanguard Scottsdale Fds Short Term Treas (VGSH)	1.0	$40M	-34%	685k	58.07	View chart
NVIDIA Corporation (NVDA)	1.0	$39M		43k	903.56	View chart
Pacer Fds Tr Us Cash Cows 100 (COWZ)	0.8	$31M	+13%	525k	58.11	View chart
Vaneck Etf Trust Semiconductr Etf (SMH)	0.8	$30M	+5%	132k	224.99	View chart
Pacer Fds Tr Pac Asset Fltg (FLRT)	0.7	$29M	+15%	601k	47.56	View chart
Ishares Tr U.s. Tech Etf (IYW)	0.7	$28M	+11%	211k	135.06	View chart
Amazon (AMZN)	0.7	$28M	+11%	155k	180.38	View chart
Ishares Tr 20 Yr Tr Bd Etf (TLT)	0.7	$28M		293k	94.62	View chart
Vanguard Index Fds Growth Etf (VUG)	0.7	$26M	+26%	74k	344.20	View chart
Ishares Tr Mbs Etf (MBB)	0.7	$25M	+7%	275k	92.42	View chart
Two Rds Shared Tr Anfield Dynamic (ADFI)	0.7	$25M	+16%	3.0M	8.53	View chart
Accenture Plc Ireland Shs Class A (ACN)	0.6	$24M		69k	346.61	View chart
Select Sector Spdr Tr Communication (XLC)	0.6	$23M	+7%	277k	81.66	View chart
Ishares Msci Emrg Chn (EMXC)	0.6	$22M	+88%	386k	57.57	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.6	$22M	-2%	45k	480.70	View chart
Ishares Gold Tr Ishares New (IAU)	0.5	$21M	+4%	496k	42.01	View chart
Ishares Tr Cohen Steer Reit (ICF)	0.5	$20M	+9%	349k	57.70	View chart
Vanguard World Mega Grwth Ind (MGK)	0.5	$20M	+102%	69k	286.61	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.5	$20M	+14%	130k	150.93	View chart
Microstrategy Cl A New (MSTR)	0.5	$20M	-3%	11k	1704.56	View chart
Meta Platforms Cl A (META)	0.5	$19M	-6%	40k	485.58	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	0.5	$19M	+11%	389k	49.24	View chart
Exxon Mobil Corporation (XOM)	0.5	$19M	+6%	163k	116.24	View chart
Ishares Tr 1 3 Yr Treas Bd (SHY)	0.5	$19M	-10%	227k	81.78	View chart
Invesco Exchange Traded Fd T S&p Mdcp Momntum (XMMO)	0.5	$18M	+13%	160k	114.86	View chart
Blackrock Etf Trust Ii Flexible Income (BINC)	0.5	$18M	+119%	346k	52.46	View chart
JPMorgan Chase & Co. (JPM)	0.5	$18M	+10%	89k	200.30	View chart
Doubleline Etf Trust Commodity Strate	0.5	$18M	NEW	678k	25.83	View chart
Select Sector Spdr Tr Indl (XLI)	0.5	$17M	+3%	138k	125.96	View chart
UnitedHealth (UNH)	0.5	$17M	+16%	35k	494.70	View chart
Chevron Corporation (CVX)	0.5	$17M	+5%	110k	157.74	View chart
American Centy Etf Tr Intl Eqt Etf (AVDE)	0.5	$17M	+19%	271k	63.74	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.4	$17M	+46%	66k	259.90	View chart
Ishares Tr Msci Usa Mmentm (MTUM)	0.4	$16M	+7%	87k	187.35	View chart
Eli Lilly & Co. (LLY)	0.4	$16M	+3%	21k	777.97	View chart
Ishares Tr Hdg Msci Eafe (HEFA)	0.4	$16M	+6844%	463k	34.88	View chart
Ishares Tr Global Energ Etf (IXC)	0.3	$13M	+7%	309k	42.95	View chart
Asml Holding N V N Y Registry Shs (ASML)	0.3	$13M	+15%	13k	970.48	View chart
Citigroup Com New (C)	0.3	$13M	+19%	204k	63.24	View chart
Wisdomtree Tr Japn Hedge Eqt (DXJ)	0.3	$13M	+25%	117k	108.50	View chart
Novo-nordisk A S Adr (NVO)	0.3	$13M	+17%	99k	128.40	View chart
First Tr Exchange-traded Risng Divd Achiv (RDVY)	0.3	$12M	+14%	217k	56.17	View chart
Oracle Corporation (ORCL)	0.3	$12M	+627%	95k	125.61	View chart
Spdr Ser Tr Portfoli S&p1500 (SPTM)	0.3	$12M	+7%	184k	64.15	View chart
Visa Com Cl A (V)	0.3	$12M	+6%	42k	279.08	View chart
Ishares Tr Tips Bd Etf (TIP)	0.3	$12M	+11%	108k	107.41	View chart
Select Sector Spdr Tr Sbi Cons Stpls (XLP)	0.3	$12M	+18%	151k	76.36	View chart
Ishares Tr Msci Usa Min Vol (USMV)	0.3	$11M		128k	83.58	View chart
Mastercard Incorporated Cl A (MA)	0.3	$11M	+11%	22k	481.58	View chart
Two Rds Shared Tr Anfield Unvl Etf (AFIF)	0.3	$10M	+7%	1.1M	9.10	View chart
Anthem (ELV)	0.3	$10M	+20%	20k	518.54	View chart
American Centy Etf Tr Avantis Emgmkt (AVEM)	0.3	$9.9M	+2%	172k	57.96	View chart
Boeing Company (BA)	0.2	$9.4M	+15%	49k	192.99	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.2	$9.3M	+33%	150k	62.06	View chart
Adobe Systems Incorporated (ADBE)	0.2	$9.3M	+12%	18k	504.59	View chart
First Tr Exchng Traded Fd Vi Ft Vest Fd Of Bu (BUFR)	0.2	$9.1M	-60%	327k	27.96	View chart
Ishares Tr Core Div Grwth (DGRO)	0.2	$9.1M	+2%	158k	58.06	View chart
First Tr Exchange-traded First Tr Enh New (FTSM)	0.2	$8.4M	-15%	141k	59.62	View chart
Tesla Motors (TSLA)	0.2	$8.3M	+2%	47k	175.79	View chart
Vanguard Wellington Us Quality (VFQY)	0.2	$8.3M	+4%	61k	136.93	View chart
Spdr Ser Tr Portfli Tips Etf (SPIP)	0.2	$8.2M	-4%	320k	25.62	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.2	$8.1M	-39%	83k	97.94	View chart
Ishares Core Msci Emkt (IEMG)	0.2	$7.9M	-56%	154k	51.60	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.2	$7.8M	-14%	68k	115.30	View chart
Ishares Silver Tr Ishares (SLV)	0.2	$7.7M	+6%	337k	22.75	View chart
Procter & Gamble Company (PG)	0.2	$7.7M	-9%	47k	162.25	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PDEC)	0.2	$7.6M	+204%	208k	36.60	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.2	$7.6M	+61%	36k	210.30	View chart
Ishares Tr 0-3 Mnth Treasry (SGOV)	0.2	$7.4M	-70%	74k	100.71	View chart
Vanguard Scottsdale Fds Long Term Treas (VGLT)	0.2	$7.4M	+2%	125k	59.24	View chart
Pacer Fds Tr Pacer Us Small (CALF)	0.2	$7.4M	+5%	150k	49.16	View chart
Ishares Tr S&p 100 Etf (OEF)	0.2	$7.3M		29k	247.41	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.2	$7.2M	+12%	17k	420.52	View chart
Grayscale Bitcoin Tr Btc Shs Rep Com Ut (GBTC)	0.2	$7.1M	NEW	112k	63.17	View chart
Ishares Tr Us Treas Bd Etf (GOVT)	0.2	$6.8M	+88%	301k	22.77	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s. Equ (XISE)	0.2	$6.8M		223k	30.68	View chart
Themes Etf Tr Generative Artif (WISE)	0.2	$6.8M	NEW	224k	30.43	View chart
McKesson Corporation (MCK)	0.2	$6.8M	+24%	13k	536.86	View chart
Ishares Tr Jpmorgan Usd Emg (EMB)	0.2	$6.8M	+117%	76k	89.67	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PJUL)	0.2	$6.7M	NEW	177k	37.98	View chart
Ishares Emng Mkts Eqt (EMGF)	0.2	$6.6M	+3%	149k	44.54	View chart
Two Rds Shared Tr Fndtns Dynamic G (FDGR)	0.2	$6.5M	+38%	544k	11.99	View chart
Lockheed Martin Corporation (LMT)	0.2	$6.5M	+9%	14k	454.88	View chart
American Centy Etf Tr Us Eqt Etf (AVUS)	0.2	$6.5M	+5%	73k	89.50	View chart
American Centy Etf Tr Avantis Us Small (AVSC)	0.2	$6.4M	+5%	122k	52.36	View chart
salesforce (CRM)	0.2	$6.3M	+21%	21k	301.18	View chart
Alibaba Group Hldg Sponsored Ads (BABA)	0.2	$6.3M	+33%	87k	72.36	View chart
RBB Motley Fol Etf (TMFC)	0.2	$6.3M	-3%	127k	49.61	View chart
Merck & Co (MRK)	0.2	$6.3M		48k	131.95	View chart
Spdr Ser Tr Portfolio S&p400 (SPMD)	0.2	$6.2M	+4%	117k	53.34	View chart
Cheniere Energy Com New (LNG)	0.2	$6.1M	+37%	38k	161.28	View chart
Abbvie (ABBV)	0.2	$6.1M		33k	182.10	View chart
First Tr Exchange-traded Cap Strength Etf (FTCS)	0.2	$6.1M	-2%	71k	85.65	View chart
Pimco Etf Tr Active Bd Etf (BOND)	0.2	$6.0M	+1066%	66k	91.86	View chart
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)	0.2	$6.0M	+885%	60k	100.54	View chart
Vanguard Wellington Us Minimum (VFMV)	0.2	$6.0M	+6%	54k	111.89	View chart
Verizon Communications (VZ)	0.2	$5.9M		141k	41.96	View chart
Ishares Tr Us Infrastruc (IFRA)	0.2	$5.9M	+7%	135k	43.36	View chart
Fidelity Merrimack Str Tr Total Bd Etf (FBND)	0.2	$5.9M	+30%	129k	45.31	View chart
J P Morgan Exchange Traded F Ultra Shrt Inc (JPST)	0.2	$5.8M	+8%	115k	50.45	View chart
Select Sector Spdr Tr Rl Est Sel Sec (XLRE)	0.2	$5.8M	+11%	146k	39.53	View chart
Invesco Exch Traded Fd Tr Ii Fndmntl Hy Crp (PHB)	0.2	$5.8M	+4%	318k	18.13	View chart
Valero Energy Corporation (VLO)	0.1	$5.7M		33k	170.69	View chart
Pepsi (PEP)	0.1	$5.5M	-3%	31k	175.01	View chart
Churchill Downs (CHDN)	0.1	$5.5M		44k	123.75	View chart
Spdr Ser Tr S&P 400 MDCP GRW (MDYG)	0.1	$5.5M	+44%	63k	87.29	View chart
Freeport-mcmoran CL B (FCX)	0.1	$5.4M	+25%	115k	47.02	View chart
Ssga Active Tr Spdr Ssga Us Sct (XLSR)	0.1	$5.3M	+9%	107k	49.86	View chart
International Business Machines (IBM)	0.1	$5.3M		28k	190.96	View chart
Morgan Stanley Com New (MS)	0.1	$5.3M	-4%	57k	94.16	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.1	$5.1M	+617%	84k	60.74	View chart
Palo Alto Networks (PANW)	0.1	$5.1M	+28%	18k	284.13	View chart
Vanguard Index Fds Value Etf (VTV)	0.1	$5.0M	+28%	31k	162.86	View chart
Ishares Bitcoin Tr SHS	0.1	$4.9M	NEW	121k	40.47	View chart
Spdr Ser Tr S&p 400 Mdcp Val (MDYV)	0.1	$4.9M	+54%	64k	76.00	View chart
Ishares Tr Iboxx Inv Cp Etf (LQD)	0.1	$4.8M	+2%	44k	108.92	View chart
Novartis Sponsored Adr (NVS)	0.1	$4.8M	+28%	49k	96.73	View chart
Home Depot (HD)	0.1	$4.7M	+2%	12k	383.61	View chart
Vanguard World Energy Etf (VDE)	0.1	$4.7M	+6%	35k	131.70	View chart
Williams Companies (WMB)	0.1	$4.6M		118k	38.97	View chart
Albemarle Corporation (ALB)	0.1	$4.5M	+33%	34k	131.74	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.1	$4.5M	-2%	37k	120.99	View chart
Main Street Capital Corporation (MAIN)	0.1	$4.5M		94k	47.31	View chart
Blackstone Group Inc Com Cl A (BX)	0.1	$4.4M	-2%	34k	131.37	View chart
Southern Company (SO)	0.1	$4.4M	+2%	62k	71.74	View chart
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)	0.1	$4.4M	+72%	24k	182.69	View chart
DNP Select Income Fund (DNP)	0.1	$4.3M	+68%	480k	9.07	View chart
Altria (MO)	0.1	$4.2M		96k	43.62	View chart
Invesco Db Us Dlr Index Tr Bullish Fd (UUP)	0.1	$4.1M	+996%	145k	28.37	View chart
Ares Capital Corporation (ARCC)	0.1	$4.1M	+3%	197k	20.82	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.1	$4.0M		80k	50.17	View chart
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)	0.1	$3.9M	+83%	77k	50.74	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.1	$3.9M	+575%	42k	92.72	View chart
Public Service Enterprise (PEG)	0.1	$3.9M	+3%	58k	66.78	View chart
Select Sector Spdr Tr Sbi Cons Discr (XLY)	0.1	$3.8M	-21%	21k	183.89	View chart
Ishares Tr 10-20 Yr Trs Etf (TLH)	0.1	$3.8M	+8%	36k	105.03	View chart
Ares Dynamic Cr Allocation (ARDC)	0.1	$3.8M	+3%	269k	14.23	View chart
Wisdomtree Tr Itl Hdg Qtly Div (IHDG)	0.1	$3.8M	+2%	83k	45.94	View chart
Spdr Ser Tr Portfolio Agrgte (SPAB)	0.1	$3.8M	+11%	150k	25.28	View chart
Sempra Energy (SRE)	0.1	$3.8M	+4%	53k	71.83	View chart
Pioneer High Income Trust (PHT)	0.1	$3.7M	+3%	484k	7.66	View chart
Apollo Tactical Income Fd In (AIF)	0.1	$3.7M	+2%	259k	14.30	View chart
British Amern Tob Sponsored Adr (BTI)	0.1	$3.7M	+3%	121k	30.50	View chart
Amgen (AMGN)	0.1	$3.6M	-6%	13k	284.31	View chart
Etfis Ser Tr I Virtus Infrcap (PFFA)	0.1	$3.6M	+4%	173k	20.95	View chart
Blackrock Multi-sector Incom other (BIT)	0.1	$3.6M	+3%	228k	15.88	View chart
Advanced Micro Devices (AMD)	0.1	$3.6M	-9%	20k	180.49	View chart
Pgim Short Duration High Yie (ISD)	0.1	$3.6M	+3%	274k	12.99	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.1	$3.6M	+73%	61k	57.86	View chart
First Tr Exchange Trad Fd Vi FST TR GLB FD (FTGC)	0.1	$3.5M	-21%	148k	23.72	View chart
Direxion Shs Etf Tr Direxion Hcm (HCMT)	0.1	$3.5M	+2%	114k	30.94	View chart
At&t (T)	0.1	$3.5M		199k	17.60	View chart
Ishares Tr Conv Bd Etf (ICVT)	0.1	$3.5M	NEW	43k	79.83	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.1	$3.4M	-55%	43k	80.63	View chart
Broadcom (AVGO)	0.1	$3.4M	-4%	2.6k	1325.18	View chart
First Tr Nasdaq 100 Tech Ind SHS (QTEC)	0.1	$3.4M	+111%	18k	190.67	View chart
McDonald's Corporation (MCD)	0.1	$3.4M		12k	281.94	View chart
Two Rds Shared Tr Foundations Dynm (FDCE)	0.1	$3.3M	+46%	279k	11.81	View chart
Vanguard World Financials Etf (VFH)	0.1	$3.3M		32k	102.39	View chart
Bristol Myers Squibb (BMY)	0.1	$3.3M	+3%	60k	54.23	View chart
Vanguard World Utilities Etf (VPU)	0.1	$3.3M	+3%	23k	142.58	View chart
Abrdn Etfs Bbrg All Comd K1 (BCI)	0.1	$3.2M	+5%	164k	19.77	View chart
Vanguard World Industrial Etf (VIS)	0.1	$3.2M		13k	244.16	View chart
Vanguard World Health Car Etf (VHT)	0.1	$3.2M	+2%	12k	270.52	View chart
PCM Fund (PCM)	0.1	$3.2M	+6%	388k	8.27	View chart
Wal-Mart Stores (WMT)	0.1	$3.2M	+176%	53k	60.17	View chart
Vanguard World Materials Etf (VAW)	0.1	$3.1M	+2%	15k	204.43	View chart
Alphabet Cap Stk Cl C (GOOG)	0.1	$3.1M	-2%	20k	152.26	View chart
Two Rds Shared Tr Fndtns Dyn Incom (FDTB)	0.1	$3.1M	+52%	316k	9.73	View chart
Costco Wholesale Corporation (COST)	0.1	$3.1M	+7%	4.2k	732.55	View chart
American Express Company (AXP)	0.1	$3.0M	+29%	13k	227.68	View chart
Taiwan Semiconductor Mfg Sponsored Ads (TSM)	0.1	$3.0M	-8%	22k	136.05	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (XMAR)	0.1	$2.9M	+7%	87k	33.62	View chart
Spdr Ser Tr Portfolio S&p500 (SPLG)	0.1	$2.9M	-11%	47k	61.53	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (GFEB)	0.1	$2.9M	NEW	84k	34.44	View chart
Coca-Cola Company (KO)	0.1	$2.9M		47k	61.18	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.1	$2.9M	+6%	48k	60.30	View chart
Ishares Tr Rus Tp200 Gr Etf (IWY)	0.1	$2.9M	-3%	15k	195.10	View chart
Walt Disney Company (DIS)	0.1	$2.8M	+3%	23k	122.36	View chart
First Tr Morningstar Divid L SHS (FDL)	0.1	$2.8M		74k	38.48	View chart
Ishares Tr Rus 2000 Grw Etf (IWO)	0.1	$2.8M	+65%	10k	270.80	View chart
Caterpillar (CAT)	0.1	$2.8M	+22%	7.5k	366.43	View chart
Vanguard World Inf Tech Etf (VGT)	0.1	$2.7M	+17%	5.1k	524.31	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.1	$2.7M		24k	110.52	View chart
First Tr Exchange-traded Ft Vest S&p 500 (KNG)	0.1	$2.7M	+22%	49k	53.71	View chart
Pfizer (PFE)	0.1	$2.6M	-8%	94k	27.75	View chart
Crown Castle Intl (CCI)	0.1	$2.6M	+4%	25k	105.83	View chart
Crowdstrike Hldgs Cl A (CRWD)	0.1	$2.6M	-18%	8.1k	320.59	View chart
Gilead Sciences (GILD)	0.1	$2.6M	+2%	35k	73.25	View chart
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)	0.1	$2.6M	+8%	70k	36.54	View chart
Vanguard Scottsdale Fds Inter Term Treas (VGIT)	0.1	$2.5M	+24%	44k	58.55	View chart
General Electric Com New (GE)	0.1	$2.5M	+8%	14k	175.52	View chart
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)	0.1	$2.5M	+8%	34k	73.15	View chart
Pacer Fds Tr Developed Mrkt (ICOW)	0.1	$2.4M	+19%	76k	31.95	View chart
First Tr Exchange-traded Smid Risng Etf (SDVY)	0.1	$2.4M	+126%	69k	34.82	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.1	$2.4M	-6%	7.0k	337.04	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.1	$2.4M	+5%	33k	72.63	View chart
Enterprise Products Partners (EPD)	0.1	$2.3M	-5%	80k	29.18	View chart
First Tr Exchng Traded Fd Vi Tcw Opportunis (FIXD)	0.1	$2.2M	-19%	51k	43.60	View chart
Linde SHS (LIN)	0.1	$2.1M	-3%	4.6k	464.37	View chart
American Centy Etf Tr Intl Smcp Vlu (AVDV)	0.1	$2.1M	+4%	32k	65.86	View chart
Innovator Etfs Trust Innov Prm Inc 30	0.1	$2.1M	NEW	85k	24.70	View chart
Netflix (NFLX)	0.1	$2.1M		3.5k	607.33	View chart
Bank of America Corporation (BAC)	0.1	$2.1M	-14%	54k	37.92	View chart
Johnson & Johnson (JNJ)	0.1	$2.1M		13k	158.19	View chart
Goldman Sachs Physical Gold Unit (AAAU)	0.1	$2.0M	-22%	93k	21.99	View chart
West Pharmaceutical Services (WST)	0.1	$2.0M	NEW	5.0k	395.73	View chart
Old Dominion Freight Line (ODFL)	0.1	$2.0M	+91%	9.1k	219.31	View chart
Select Sector Spdr Tr Sbi Int-utils (XLU)	0.1	$2.0M	-2%	30k	65.65	View chart
First Tr Exchange-traded Fst Low Oppt Eft (LMBS)	0.1	$1.9M	-27%	40k	48.25	View chart
Innovator Etfs Trust Us Eqty Pwr Bf (PAUG)	0.1	$1.9M	+144%	55k	35.38	View chart
Qualcomm (QCOM)	0.0	$1.9M		11k	169.31	View chart
Charles Schwab Corporation (SCHW)	0.0	$1.9M	+3%	26k	72.34	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.0	$1.9M	-9%	22k	86.48	View chart
Wisdomtree Tr Us Qtly Div Grt (DGRW)	0.0	$1.8M	+580%	24k	76.19	View chart
Wisdomtree Tr Us High Dividend (DHS)	0.0	$1.8M		21k	86.66	View chart
Raytheon Technologies Corp (RTX)	0.0	$1.8M	-2%	18k	97.53	View chart
Innovator Etfs Trust Prem Inc 30 Barr (JULJ)	0.0	$1.8M	NEW	72k	24.90	View chart
First Tr Exchange-traded Ft Vest Ris (RDVI)	0.0	$1.8M	+160%	73k	24.48	View chart
Ishares Tr Rus Tp200 Vl Etf (IWX)	0.0	$1.8M	-2%	24k	76.32	View chart
Ishares Tr Rus Md Cp Gr Etf (IWP)	0.0	$1.8M	-4%	16k	114.14	View chart
Invesco Exchange Traded Fd T Hig Yld Eq Div (PEY)	0.0	$1.7M		84k	20.65	View chart
Zscaler Incorporated (ZS)	0.0	$1.7M	-11%	9.0k	192.63	View chart
First Tr Nas100 Eq Weighted SHS (QQEW)	0.0	$1.7M	-44%	14k	123.90	View chart
Starbucks Corporation (SBUX)	0.0	$1.7M	+19%	19k	91.39	View chart
Wells Fargo & Company (WFC)	0.0	$1.7M	-4%	29k	57.96	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 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
Foundations Investment Advisors 2020 Q3 filed Oct. 7, 2020
Foundations Investment Advisors 2020 Q2 filed July 8, 2020

View all past filings

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