Foundations Investment Advisors, LLC
Filing Details
13F-HR • 2025-03-31
Filing Details
13F-HR • 2025-03-31- 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% identified647 identified400 unidentified
Holdings
1,047 positions
Manager:
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Page 24 of 43
85207H104
Shares:
32563(+19.4%)
Value:
$783.5M(+42.7%)
025072307
Shares:
8198
Value:
$767.9M
316092527
Shares:
19412(+285.8%)
Value:
$760.2M(+266.9%)
45782C649
Shares:
21849(+201.8%)
Value:
$751.9M(+195.1%)
464287846
Shares:
5412(-24.3%)
Value:
$736.6M(-28.0%)
46434V878
Shares:
14348(+32.2%)
Value:
$727.4M(+32.9%)
Instrument | Shares | Other Manager | Value | ||
---|---|---|---|---|---|
(cusip85207H104)✕ | 32.6K | All Managers (Combined) | $783.5K | ||
9.2K | All Managers (Combined) | $783.0K | |||
Dte Energy Co(DTEcusip233331107) | 5.6K | YoY NEW(+5.6K) | All Managers (Combined) | $780.4K | YoY NEW(+$780.4K) |
6.2K | All Managers (Combined) | $777.7K | |||
33.1K | All Managers (Combined) | $774.6K | |||
(cusip025072307)✕ | 8.2K | QoQ NEW(+8.2K) YoY NEW(+8.2K) | All Managers (Combined) | $767.9K | QoQ NEW(+$767.9K) YoY NEW(+$767.9K) |
(cusip316092527)✕ | 19.4K | YoY NEW(+19.4K) | All Managers (Combined) | $760.2K | YoY NEW(+$760.2K) |
5.2K | All Managers (Combined) | $758.9K | |||
9.0K | QoQ +0.44% (+40) | All Managers (Combined) | $757.7K | ||
Exelon Corp(EXCcusip30161N101) | 16.4K | YoY NEW(+16.4K) | All Managers (Combined) | $757.0K | YoY NEW(+$757.0K) |
15.6K | All Managers (Combined) | $754.3K | |||
(cusip45782C649)✕ | 21.8K | YoY NEW(+21.8K) | All Managers (Combined) | $751.9K | YoY NEW(+$751.9K) |
Sysco Corp(SYYcusip871829107) | 10.0K | All Managers (Combined) | $750.6K | ||
5.4K | QoQ -2.20% (-122)YoY -2.81% (-157) | All Managers (Combined) | $745.7K | ||
2.8K | QoQ +2.72% (+74) | All Managers (Combined) | $744.7K | ||
10.2K | All Managers (Combined) | $740.0K | |||
(cusip464287846)✕ | 5.4K | All Managers (Combined) | $736.6K | ||
6.6K | All Managers (Combined) | $736.1K | |||
Ge Vernova Inc.(GEVcusip36828A101) | 2.4K | QoQ +0.29% (-7)YoY NEW(+2.4K) | All Managers (Combined) | $733.3K | YoY NEW(+$733.3K) |
(cusip46434V878)✕ | 14.3K | YoY NEW(+14.3K) | All Managers (Combined) | $727.4K | YoY NEW(+$727.4K) |