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 14 of 43
33740F433
33740F433
Shares:
76956(-2.7%)
Value:
$2.7B(-4.9%)
808524839
808524839
Shares:
114854(+7.8%)
Value:
$2.7B(+9.9%)
921910840
MGV|921910840
Shares:
20229(+9.9%)
Value:
$2.6B(+13.3%)
025072802
025072802
Shares:
37189(+1.0%)
Value:
$2.6B(+8.3%)
922908512
VOE|922908512
Shares:
16050(+0.3%)
Value:
$2.6B(-0.5%)
464287804
IJR|464287804
Shares:
24344(-5.1%)
Value:
$2.5B(-13.9%)
464289438
464289438
Shares:
11606(-46.9%)
Value:
$2.4B(-52.4%)
Walt Disney Co
DIS|254687106
Shares:
24729(-4.4%)
Value:
$2.4B(-15.3%)
35473P611
35473P611
Shares:
119732(+6.9%)
Value:
$2.4B(+6.6%)
92206C771
92206C771
Shares:
52243(-11.8%)
Value:
$2.4B(-9.9%)
922908611
VBR|922908611
Shares:
12941(+11.1%)
Value:
$2.4B(+4.5%)
46654Q724
46654Q724
Shares:
40321(+43.0%)
Value:
$2.4B(+37.6%)
BERKSHIRE HATHAWAY INC
BRK-A|084670108
Shares:
3(+50.0%)
Value:
$2.4B(+75.9%)
CAPITAL SOUTHWEST CORP
CSWC|140501107
Shares:
106671(+5.4%)
Value:
$2.4B(+7.8%)
38150K103
38150K103
Shares:
75988(-9.9%)
Value:
$2.3B(+7.3%)
LOCKHEED MARTIN CORP
LMT|539830109
Shares:
5174(-75.8%)
Value:
$2.3B(-77.8%)
78470P309
78470P309
Shares:
52876(+30.9%)
Value:
$2.3B(+34.0%)
Duke Energy CORP
DUK|26441C204
Shares:
18672(-2.9%)
Value:
$2.3B(+9.9%)
33739Q705
33739Q705
Shares:
44545(-27.3%)
Value:
$2.3B(-26.9%)
45782C813
45782C813
Shares:
55415(-6.6%)
Value:
$2.2B(-8.8%)