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 25 of 43
SHERWIN WILLIAMS CO
SHW|824348106
Shares:
2074(+4.9%)
Value:
$724.3M(+7.8%)
SCHLUMBERGER LIMITED/NV
SLB|806857108
Shares:
17254(+92.8%)
Value:
$721.2M(+110.2%)
TRAVELERS COMPANIES, INC.
TRV|89417E109
Shares:
2708(+12.2%)
Value:
$716.1M(+23.1%)
STAG Industrial, Inc.
STAG|85254J102
Shares:
19782(+73.5%)
Value:
$714.5M(+85.2%)
Essential Utilities, Inc.
WTRG|29670G102
Shares:
17831(+96.1%)
Value:
$704.9M(+113.5%)
OGE ENERGY CORP.
OGE|670837103
Shares:
15336(+4.0%)
Value:
$704.8M(+15.9%)
46138J825
46138J825
Shares:
33921(-8.6%)
Value:
$701.5M(-8.5%)
66538H591
66538H591
Shares:
13729(-18.4%)
Value:
$701.0M(-24.2%)
SouthState Corp
SSB|840441109
Shares:
7506(+0.0%)
Value:
$696.8M(-6.6%)
GENERAL DYNAMICS CORP
GD|369550108
Shares:
2529(+5.9%)
Value:
$689.3M(+9.5%)
78464A359
78464A359
Shares:
8975(-78.6%)
Value:
$687.7M(-79.0%)
Hercules Capital, Inc.
HTGC|427096508
Shares:
35717(+185.4%)
Value:
$686.1M(+172.9%)
INTEL CORP
INTC|458140100
Shares:
29972(-6.1%)
Value:
$680.7M(+6.3%)
NOVO NORDISK A S
NVO|670100205
Shares:
9774(-93.7%)
Value:
$678.7M(-94.9%)
CARMAX INC
KMX|143130102
Shares:
8687(-27.5%)
Value:
$676.9M(-30.9%)
90214Q550
90214Q550
Shares:
56209(+48.3%)
Value:
$676.8M(+40.5%)
IQVIA HOLDINGS INC.
IQV|46266C105
Shares:
3837(-33.5%)
Value:
$676.5M(-40.4%)
90214Q543
90214Q543
Shares:
52742(+51.5%)
Value:
$673.5M(+40.0%)
464288513
464288513
Shares:
8525(-64.2%)
Value:
$672.6M(-64.1%)
UNION PACIFIC CORP
UNP|907818108
Shares:
2791(-6.9%)
Value:
$659.4M(-3.5%)