Foundations Investment Advisors, LLC

Filing Details

13F-HR • 2025-03-31
SEC
Report Date
2025-03-31
Filing Date
2025-05-07
Total Holdings
1,047
Total Value
5416988332
Accession Number
0001085146-25-002684
Form Type
13F-HR
CIK
0001743404
Manager Name
Foundations Investment Advisors, LLC
Data Enrichment
62% identified
647 identified400 unidentified

Holdings

1,047 positions
Manager:
SEC
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Page 1 of 43
464287309
IVW|464287309
Shares:
1616055(+11.9%)
Value:
$150.0B(+2.3%)
464287200
IVV|464287200
Shares:
262634(+10.7%)
Value:
$147.6B(+5.6%)
SPDR S&P 500 ETF TRUST
SPY|78462F103
Shares:
262209(+22.5%)
Value:
$146.7B(+16.9%)
46434V613
46434V613
Shares:
3034964(+6.8%)
Value:
$139.9B(+8.9%)
46432F339
QUAL|46432F339
Shares:
751386(+8.4%)
Value:
$128.4B(+4.0%)
09290C103
09290C103
Shares:
2197268(+12.1%)
Value:
$107.1B(+6.6%)
464287408
IVE|464287408
Shares:
550534(+11.6%)
Value:
$104.9B(+11.4%)
30151E715
30151E715
Shares:
4146493(-9.3%)
Value:
$103.0B(-7.8%)
90214Q733
90214Q733
Shares:
5127474(+3.4%)
Value:
$84.6B(-1.4%)
Apple Inc.
AAPL|037833100
Shares:
371159(+2.2%)
Value:
$82.4B(-9.3%)
30151E624
30151E624
Shares:
3902361(-8.8%)
Value:
$81.4B(-6.4%)
SPDR GOLD TRUST
GLD|78463V107
Shares:
270684(-0.8%)
Value:
$78.0B(+18.1%)
NVIDIA CORP
NVDA|67066G104
Shares:
715071(+21.3%)
Value:
$77.5B(-2.1%)
78468R663
78468R663
Shares:
825833(+17.3%)
Value:
$75.8B(+17.7%)
46432F396
MTUM|46432F396
Shares:
366930(+63.0%)
Value:
$74.2B(+59.3%)
464288877
464288877
Shares:
1199297(-22.9%)
Value:
$70.7B(-13.3%)
81369Y852
81369Y852
Shares:
703448(-7.7%)
Value:
$67.8B(-8.0%)
MICROSOFT CORP
MSFT|594918104
Shares:
161344(-5.6%)
Value:
$60.6B(-15.9%)
92204A884
92204A884
Shares:
384758
Value:
$57.1B
INVESCO QQQ TRUST, SERIES 1
QQQ|46090E103
Shares:
114245(-41.8%)
Value:
$53.6B(-46.6%)