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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45782C748

9608(+9.5%)

Value:

$355.6M(+8.0%)

UNIVERSAL INSURANCE HOLDINGS, INC.

UVE|91359V107

15000(+0.0%)

Value:

$355.5M(+12.5%)

921937819

BIV|921937819

4628(-25.5%)

Value:

$354.4M(-23.6%)

CMS ENERGY CORP

CMS|125896100

4693

Value:

$352.5M

92206C664

VTWO|92206C664

4367(-19.1%)

Value:

$352.2M(-26.9%)

887432334

12246(+26.1%)

Value:

$352.1M(+36.4%)

33740U513

17850

Value:

$349.1M

NXP Semiconductors N.V.

NXPI|N6596X109

1833(-3.9%)

Value:

$348.4M(-12.1%)

TRI-CONTINENTAL Corp

TY|895436103

11298(+0.9%)

Value:

$346.5M(-2.4%)

921935870

3447

Value:

$346.5M

PINTEREST, INC.

PINS|72352L106

11157

Value:

$345.9M

Gaming & Leisure Properties, Inc.

GLPI|36467J108

6727(-17.6%)

Value:

$342.4M(-12.9%)

92206C847

VGLT|92206C847

5932(-47.9%)

Value:

$341.8M(-45.8%)

37950E291

18120(-10.7%)

Value:

$341.4M(-6.7%)

33740F268

16360(-2.2%)

Value:

$340.3M(-5.9%)

45783Y236

12688(-15.8%)

Value:

$339.3M(-16.6%)

Sanofi

SNY|80105N105

6114

Value:

$339.1M

46138E339

3660

Value:

$338.7M

97717X701

7108

Value:

$337.5M

PNC FINANCIAL SERVICES GROUP, INC.

PNC|693475105

1913(+9.8%)

Value:

$336.2M(+0.0%)

Instrument	Shares		Other Manager	Value
(cusip45782C748)✕	9.6K	QoQ +9.51% (+835) YoY NEW(+9.6K)	All Managers (Combined)	$355.6K	QoQ +8.03% (+$26.4K) YoY NEW(+$355.6K)
Universal Insurance Holdings, Inc.(UVEcusip91359V107)	15.0K	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$355.5K	QoQ +12.53% (+$39.6K) YoY +16.63% (+$50.7K)
(BIVcusip921937819)	4.6K	QoQ -25.47% (-1.6K) YoY -52.89% (-5.2K)	All Managers (Combined)	$354.4K	QoQ -23.64% (-$109.7K) YoY -52.15% (-$386.4K)
Cms Energy Corp(CMScusip125896100)	4.7K	QoQ NEW(+4.7K) YoY NEW(+4.7K)	All Managers (Combined)	$352.5K	QoQ NEW(+$352.5K) YoY NEW(+$352.5K)
(VTWOcusip92206C664)	4.4K	QoQ -19.05% (-1.0K) YoY -14.65% (-750)	All Managers (Combined)	$352.2K	QoQ -26.91% (-$129.7K) YoY -19.07% (-$83.0K)
(cusip887432334)✕	12.2K	QoQ +26.11% (+2.5K) YoY NEW(+12.2K)	All Managers (Combined)	$352.1K	QoQ +36.40% (+$94.0K) YoY NEW(+$352.1K)
(cusip33740U513)✕	17.9K	QoQ NEW(+17.9K) YoY NEW(+17.9K)	All Managers (Combined)	$349.1K	QoQ NEW(+$349.1K) YoY NEW(+$349.1K)
Nxp Semiconductors N.V.(NXPIcusipN6596X109)	1.8K	QoQ -3.88% (-74) YoY -2.75% (-52)	All Managers (Combined)	$348.4K	QoQ -12.10% (-$48.0K) YoY -25.41% (-$118.7K)
Tri-Continental Corp(TYcusip895436103)	11.3K	QoQ +0.87% (-98) YoY +10.93% (+1.1K)	All Managers (Combined)	$346.5K	QoQ -2.36% (-$8.4K) YoY +10.47% (+$32.9K)
(cusip921935870)✕	3.4K	QoQ NEW(+3.4K) YoY NEW(+3.4K)	All Managers (Combined)	$346.5K	QoQ NEW(+$346.5K) YoY NEW(+$346.5K)
Pinterest, Inc.(PINScusip72352L106)	11.2K	QoQ NEW(+11.2K) YoY NEW(+11.2K)	All Managers (Combined)	$345.9K	QoQ NEW(+$345.9K) YoY NEW(+$345.9K)
Gaming & Leisure Properties, Inc.(GLPIcusip36467J108)	6.7K	QoQ -17.58% (-1.4K) YoY -11.06% (-837)	All Managers (Combined)	$342.4K	QoQ -12.89% (-$50.7K) YoY -1.74% (-$6.1K)
(VGLTcusip92206C847)	5.9K	QoQ -47.90% (-5.5K) YoY -95.26% (-119.3K)	All Managers (Combined)	$341.8K	QoQ -45.77% (-$288.5K) YoY -95.39% (-$7.1M)
(cusip37950E291)✕	18.1K	QoQ -10.73% (-2.2K) YoY -14.66% (-3.1K)	All Managers (Combined)	$341.4K	QoQ -6.73% (-$24.6K) YoY -7.54% (-$27.9K)
(cusip33740F268)✕	16.4K	QoQ -2.18% (-366) YoY NEW(+16.4K)	All Managers (Combined)	$340.3K	QoQ -5.89% (-$21.3K) YoY NEW(+$340.3K)
(cusip45783Y236)✕	12.7K	QoQ -15.77% (-2.4K) YoY NEW(+12.7K)	All Managers (Combined)	$339.3K	QoQ -16.61% (-$67.6K) YoY NEW(+$339.3K)
Sanofi(SNYcusip80105N105)	6.1K	QoQ NEW(+6.1K) YoY NEW(+6.1K)	All Managers (Combined)	$339.1K	QoQ NEW(+$339.1K) YoY NEW(+$339.1K)
(cusip46138E339)✕	3.7K	QoQ NEW(+3.7K) YoY NEW(+3.7K)	All Managers (Combined)	$338.7K	QoQ NEW(+$338.7K) YoY NEW(+$338.7K)
(cusip97717X701)✕	7.1K	QoQ NEW(+7.1K) YoY NEW(+7.1K)	All Managers (Combined)	$337.5K	QoQ NEW(+$337.5K) YoY NEW(+$337.5K)
Pnc Financial Services Group, Inc.(PNCcusip693475105)	1.9K	QoQ +9.81% (+171) YoY +34.81% (+494)	All Managers (Combined)	$336.2K	QoQ +0.04% (+$154) YoY +46.63% (+$106.9K)