Foundations Investment Advisors, LLC

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

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

SEC FilingSEC DataHachi Filing

Manager:

1,047 positions • $5,416,988.332K total value

1,047 positions

Manager:

SEC FilingSEC DataHachi Filing

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78464A649

200111(+22.7%)

Value:

$5.1B(+25.4%)

LAM RESEARCH CORP

LRCX|512807306

67836(-4.4%)

Value:

$4.9B(-3.8%)

Churchill Downs Inc

CHDN|171484108

44338(+0.3%)

Value:

$4.9B(-16.6%)

33734X184

115417

Value:

$4.7B

AbbVie Inc.

ABBV|00287Y109

22567(+8.8%)

Value:

$4.7B(+28.3%)

33733E104

51684(-15.5%)

Value:

$4.6B(-13.7%)

316092303

90365

Value:

$4.6B

92204A876

26901(+1.8%)

Value:

$4.6B(+6.4%)

92204A306

VDE|92204A306

34675(+1.4%)

Value:

$4.5B(+8.4%)

92647X822

182750

Value:

$4.5B

921943858

VEA|921943858

86549(-12.8%)

Value:

$4.4B(-7.3%)

78464A508

SPYV|78464A508

85271(-29.1%)

Value:

$4.4B(-29.3%)

NETFLIX INC

NFLX|64110L106

4601(+11.3%)

Value:

$4.3B(+16.5%)

AMERICAN EXPRESS CO

AXP|025816109

15770(-0.9%)

Value:

$4.2B(-10.2%)

46429B655

82046(+263.6%)

Value:

$4.2B(+264.8%)

LOWES COMPANIES INC

LOW|548661107

17850(-33.1%)

Value:

$4.2B(-36.7%)

81369Y704

31682(-82.3%)

Value:

$4.2B(-82.4%)

92189F643

47071(+5.8%)

Value:

$4.1B(+0.4%)

46137V357

RSP|46137V357

23547(+7.1%)

Value:

$4.1B(+5.9%)

316092824

65871(+282.1%)

Value:

$4.0B(+282.4%)

Instrument	Shares		Other Manager	Value
(cusip78464A649)✕	200.1K	QoQ +22.69% (+37.0K) YoY +33.41% (+50.1K)	All Managers (Combined)	$5.1M	QoQ +25.39% (+$1.0M) YoY +34.78% (+$1.3M)
Lam Research Corp(LRCXcusip512807306)	67.8K	QoQ -4.43% (-3.1K) YoY NEW(+67.8K)	All Managers (Combined)	$4.9M	QoQ -3.81% (-$195.6K) YoY NEW(+$4.9M)
Churchill Downs Inc(CHDNcusip171484108)	44.3K	QoQ +0.31% (-138) YoY +0.31% (-138)	All Managers (Combined)	$4.9M	QoQ -16.56% (-$977.8K) YoY -9.96% (-$545.1K)
(cusip33734X184)✕	115.4K	QoQ NEW(+115.4K) YoY NEW(+115.4K)	All Managers (Combined)	$4.7M	QoQ NEW(+$4.7M) YoY NEW(+$4.7M)
Abbvie Inc.(ABBVcusip00287Y109)	22.6K	QoQ +8.81% (+1.8K) YoY -32.30% (-10.8K)	All Managers (Combined)	$4.7M	QoQ +28.30% (+$1.0M) YoY -22.10% (-$1.3M)
(cusip33733E104)✕	51.7K	QoQ -15.46% (-9.5K) YoY -27.07% (-19.2K)	All Managers (Combined)	$4.6M	QoQ -13.71% (-$736.3K) YoY -23.67% (-$1.4M)
(cusip316092303)✕	90.4K	QoQ NEW(+90.4K) YoY NEW(+90.4K)	All Managers (Combined)	$4.6M	QoQ NEW(+$4.6M) YoY NEW(+$4.6M)
(cusip92204A876)✕	26.9K	QoQ +1.80% (+478) YoY +17.50% (+4.0K)	All Managers (Combined)	$4.6M	QoQ +6.41% (+$276.9K) YoY +40.76% (+$1.3M)
(VDEcusip92204A306)	34.7K	QoQ +1.35% (+463) YoY -2.06% (-730)	All Managers (Combined)	$4.5M	QoQ +8.37% (+$347.4K) YoY -3.54% (-$165.1K)
(cusip92647X822)✕	182.8K	QoQ NEW(+182.8K) YoY NEW(+182.8K)	All Managers (Combined)	$4.5M	QoQ NEW(+$4.5M) YoY NEW(+$4.5M)
(VEAcusip921943858)	86.5K	QoQ -12.81% (-12.7K) YoY +7.96% (+6.4K)	All Managers (Combined)	$4.4M	QoQ -7.33% (-$348.0K) YoY +9.38% (+$377.3K)
(SPYVcusip78464A508)	85.3K	QoQ -29.15% (-35.1K) YoY +242.94% (+60.4K)	All Managers (Combined)	$4.4M	QoQ -29.25% (-$1.8M) YoY +249.58% (+$3.1M)
Netflix Inc(NFLXcusip64110L106)	4.6K	QoQ +11.35% (+469) YoY +32.82% (+1.1K)	All Managers (Combined)	$4.3M	QoQ +16.50% (+$607.7K) YoY +103.93% (+$2.2M)
American Express Co(AXPcusip025816109)	15.8K	QoQ -0.89% (-142) YoY +18.50% (+2.5K)	All Managers (Combined)	$4.2M	QoQ -10.15% (-$479.6K) YoY +40.04% (+$1.2M)
(cusip46429B655)✕	82.0K	QoQ +263.56% (+59.5K) YoY NEW(+82.0K)	All Managers (Combined)	$4.2M	QoQ +264.77% (+$3.0M) YoY NEW(+$4.2M)
Lowes Companies Inc(LOWcusip548661107)	17.9K	QoQ -33.06% (-8.8K) YoY +225.25% (+12.4K)	All Managers (Combined)	$4.2M	QoQ -36.74% (-$2.4M) YoY +197.77% (+$2.8M)
(cusip81369Y704)✕	31.7K	QoQ -82.27% (-147.1K) YoY -77.08% (-106.6K)	All Managers (Combined)	$4.2M	QoQ -82.37% (-$19.4M) YoY -76.15% (-$13.3M)
(cusip92189F643)✕	47.1K	QoQ +5.79% (+2.6K) YoY +246.39% (+33.5K)	All Managers (Combined)	$4.1M	QoQ +0.40% (+$16.7K) YoY +239.07% (+$2.9M)
(RSPcusip46137V357)	23.5K	QoQ +7.14% (+1.6K) YoY +512.24% (+19.7K)	All Managers (Combined)	$4.1M	QoQ +5.92% (+$228.2K) YoY +526.19% (+$3.4M)
(cusip316092824)✕	65.9K	QoQ +282.14% (+48.6K) YoY NEW(+65.9K)	All Managers (Combined)	$4.0M	QoQ +282.35% (+$2.9M) YoY NEW(+$4.0M)