Foundations Investment Advisors, LLC Portfolio Holdings
Foundations Investment Advisors, LLC
- $4.46 Billion
- Q3 2024
Foundations Investment Advisors, LLC has filed its 13F form on October 21, 2024 for Q3 2024 where it was disclosed a total value porftolio of $4.46 Billion distributed in 816 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Ishares Core Total Usd Bond Ma with a value of $145M, Ishares S&P 500 Growth ETF with a value of $137M, Ishares Core S&P 500 ETF with a value of $130M, Exchange Listed Fds Tr Cabana with a value of $129M, and Ishares Msci Usa Quality Facto with a value of $118M.
Examining the 13F form we can see an increase of $597M in the current position value, from $3.86B to 4.46B.
Below you can find more details about Foundations Investment Advisors, LLC portfolio as well as his latest detailed transactions.
Stock Holdings Table Companies Only
Summary
- Portfolio
- No. of Stocks 816
- Current Value $4.46 Billion
- Prior Value $3.86 Billion
- Filing
- Period Q3 2024
- Filing Date October 21, 2024
- Form Type 13F-HR
- Activity in Q3 2024
- New Purchases 123 stocks
- Additional Purchases 468 stocks
- Sold out of 0 stocks
- Reduced holdings in 193 stocks