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

Search and click to pin securities to the top

Page 26 of 43

Sort by:

336917109

15083(-78.7%)

Value:

$655.2M(-77.0%)

Reddit, Inc.

RDDT|75734B100

6182(+16.1%)

Value:

$648.5M(-25.5%)

922908595

VBK|922908595

2571(-8.2%)

Value:

$647.2M(-17.5%)

Ingredion Inc

INGR|457187102

4785(+133.9%)

Value:

$646.9M(+129.9%)

Expedia Group, Inc.

EXPE|30212P303

3837(+192.2%)

Value:

$645.0M(+163.7%)

464287671

IUSG|464287671

5074(+9.9%)

Value:

$644.8M(+0.2%)

Accenture plc

ACN|G1151C101

2064(-97.0%)

Value:

$644.2M(-97.3%)

Phillips 66

PSX|718546104

5216(+11.0%)

Value:

$644.1M(+20.3%)

46138J783

32798(+1.7%)

Value:

$642.5M(+2.3%)

CHECK POINT SOFTWARE TECHNOLOGIES LTD

CHKP|M22465104

2814(-35.2%)

Value:

$641.4M(-20.9%)

Mondelez International, Inc.

MDLZ|609207105

9440(+132.3%)

Value:

$640.5M(+163.9%)

GLOBAL PAYMENTS INC

GPN|37940X102

6536(+188.1%)

Value:

$640.0M(+151.7%)

46138J791

32837(+1.5%)

Value:

$639.7M(+1.7%)

78464A656

23826(+8.9%)

Value:

$628.5M(+13.5%)

921932505

VOOG|921932505

1867(-0.2%)

Value:

$624.6M(-8.8%)

FLEX LTD.

FLEX|Y2573F102

18734(+209.0%)

Value:

$619.7M(+166.3%)

STIFEL FINANCIAL CORP

SF|860630102

6565(+194.3%)

Value:

$618.8M(+161.5%)

IDACORP INC

IDA|451107106

5321(+14.4%)

Value:

$618.4M(+21.7%)

69374H717

17691

Value:

$615.9M

89834G760

28391(+93.0%)

Value:

$613.5M(+82.1%)

Instrument	Shares		Other Manager	Value
(cusip336917109)✕	15.1K	QoQ -78.68% (-55.7K) YoY -79.46% (-58.4K)	All Managers (Combined)	$655.2K	QoQ -76.99% (-$2.2M) YoY -76.82% (-$2.2M)
Reddit, Inc.(RDDTcusip75734B100)	6.2K	QoQ +16.09% (-857) YoY NEW(+6.2K)	All Managers (Combined)	$648.5K	QoQ -25.48% (-$221.8K) YoY NEW(+$648.5K)
(VBKcusip922908595)	2.6K	QoQ -8.17% (-229) YoY +130.78% (+1.5K)	All Managers (Combined)	$647.2K	QoQ -17.46% (-$136.9K) YoY +122.82% (+$356.8K)
Ingredion Inc(INGRcusip457187102)	4.8K	QoQ +133.87% (+2.7K) YoY +145.51% (+2.8K)	All Managers (Combined)	$646.9K	QoQ +129.87% (+$365.5K) YoY +184.06% (+$419.2K)
Expedia Group, Inc.(EXPEcusip30212P303)	3.8K	QoQ +192.23% (+2.5K) YoY NEW(+3.8K)	All Managers (Combined)	$645.0K	QoQ +163.68% (+$400.4K) YoY NEW(+$645.0K)
(IUSGcusip464287671)	5.1K	QoQ +9.87% (+456) YoY NEW(+5.1K)	All Managers (Combined)	$644.8K	QoQ +0.21% (+$1.4K) YoY NEW(+$644.8K)
Accenture Plc(ACNcusipG1151C101)	2.1K	QoQ -96.97% (-66.2K) YoY -96.99% (-66.5K)	All Managers (Combined)	$644.2K	QoQ -97.31% (-$23.4M) YoY -97.29% (-$23.1M)
Phillips 66(PSXcusip718546104)	5.2K	QoQ +10.97% (+516) YoY +61.03% (+2.0K)	All Managers (Combined)	$644.1K	QoQ +20.27% (+$108.6K) YoY +21.74% (+$115.0K)
(cusip46138J783)✕	32.8K	QoQ +1.71% (+552) YoY +125.99% (+18.3K)	All Managers (Combined)	$642.5K	QoQ +2.28% (+$14.4K) YoY +129.49% (+$362.5K)
Check Point Software Technologies Ltd(CHKPcusipM22465104)	2.8K	QoQ -35.20% (-1.5K) YoY -37.79% (-1.7K)	All Managers (Combined)	$641.4K	QoQ -20.90% (-$169.5K) YoY -13.56% (-$100.6K)
Mondelez International, Inc.(MDLZcusip609207105)	9.4K	QoQ +132.34% (+5.4K) YoY +200.25% (+6.3K)	All Managers (Combined)	$640.5K	QoQ +163.94% (+$397.8K) YoY +191.06% (+$420.4K)
Global Payments Inc(GPNcusip37940X102)	6.5K	QoQ +188.05% (+4.3K) YoY +260.90% (+4.7K)	All Managers (Combined)	$640.0K	QoQ +151.74% (+$385.8K) YoY +164.41% (+$398.0K)
(cusip46138J791)✕	32.8K	QoQ +1.48% (+480) YoY +119.19% (+17.9K)	All Managers (Combined)	$639.7K	QoQ +1.74% (+$11.0K) YoY +122.26% (+$351.9K)
(cusip78464A656)✕	23.8K	QoQ +8.86% (+1.9K) YoY -92.54% (-295.8K)	All Managers (Combined)	$628.5K	QoQ +13.46% (+$74.6K) YoY -92.32% (-$7.6M)
(VOOGcusip921932505)	1.9K	QoQ -0.21% (-4) YoY +27.44% (+402)	All Managers (Combined)	$624.6K	QoQ -8.81% (-$60.4K) YoY +39.94% (+$178.3K)
Flex Ltd.(FLEXcusipY2573F102)	18.7K	QoQ +209.03% (+12.7K) YoY NEW(+18.7K)	All Managers (Combined)	$619.7K	QoQ +166.29% (+$387.0K) YoY NEW(+$619.7K)
Stifel Financial Corp(SFcusip860630102)	6.6K	QoQ +194.26% (+4.3K) YoY NEW(+6.6K)	All Managers (Combined)	$618.8K	QoQ +161.50% (+$382.2K) YoY NEW(+$618.8K)
Idacorp Inc(IDAcusip451107106)	5.3K	QoQ +14.45% (+672) YoY +14.45% (+672)	All Managers (Combined)	$618.4K	QoQ +21.72% (+$110.4K) YoY +43.19% (+$186.6K)
(cusip69374H717)✕	17.7K	QoQ NEW(+17.7K) YoY NEW(+17.7K)	All Managers (Combined)	$615.9K	QoQ NEW(+$615.9K) YoY NEW(+$615.9K)
(cusip89834G760)✕	28.4K	QoQ +93.03% (+13.7K) YoY NEW(+28.4K)	All Managers (Combined)	$613.5K	QoQ +82.07% (+$276.6K) YoY NEW(+$613.5K)