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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78463X533

7592(-11.3%)

Value:

$271.0M(-10.2%)

33738D796

13061(-39.1%)

Value:

$271.0M(-38.2%)

COLGATE PALMOLIVE CO

CL|194162103

2875(+15.4%)

Value:

$269.4M(+19.0%)

PAYCHEX INC

PAYX|704326107

1742

Value:

$268.8M

METLIFE INC

MET|59156R108

3330(+14.4%)

Value:

$267.4M(+12.2%)

Quantum Computing Inc.

QUBT|74766W108

33405

Value:

$267.2M

464287705

IJJ|464287705

2228

Value:

$266.8M

REGIONS FINANCIAL CORP

RF|7591EP100

12270(-43.9%)

Value:

$266.6M(-48.2%)

00888H612

10288(+0.0%)

Value:

$265.5M(-5.3%)

CAMDEN NATIONAL CORP

CAC|133034108

6559(+0.0%)

Value:

$265.4M(-5.3%)

KKR & Co. Inc.

KKR|48251W104

2296(+6.6%)

Value:

$265.4M(-16.7%)

464287887

IJT|464287887

2131(-8.0%)

Value:

$265.2M(-15.4%)

HP INC

HPQ|40434L105

9519(-10.9%)

Value:

$263.6M(-24.4%)

HERSHEY CO

HSY|427866108

1534(+9.1%)

Value:

$262.3M(+10.1%)

921937793

BLV|921937793

3717(-22.4%)

Value:

$261.8M(-20.1%)

PayPal Holdings, Inc.

PYPL|70450Y103

3983(-10.1%)

Value:

$259.9M(-31.3%)

78464A763

SDY|78464A763

1913

Value:

$259.6M

CELESTICA INC

CLS|15101Q207

3292(+14.8%)

Value:

$259.4M(-1.9%)

46090A887

5168(-21.1%)

Value:

$259.0M(-21.1%)

ANNALY CAPITAL MANAGEMENT INC

NLY|035710839

12698(-43.0%)

Value:

$257.9M(-36.8%)

Instrument	Shares		Other Manager	Value
(cusip78463X533)✕	7.6K	QoQ -11.28% (-966) YoY -14.60% (-1.3K)	All Managers (Combined)	$271.0K	QoQ -10.21% (-$30.8K) YoY -9.01% (-$26.9K)
(cusip33738D796)✕	13.1K	QoQ -39.13% (-8.4K) YoY NEW(+13.1K)	All Managers (Combined)	$271.0K	QoQ -38.23% (-$167.8K) YoY NEW(+$271.0K)
Colgate Palmolive Co(CLcusip194162103)	2.9K	QoQ +15.41% (+384) YoY NEW(+2.9K)	All Managers (Combined)	$269.4K	QoQ +18.97% (+$43.0K) YoY NEW(+$269.4K)
Paychex Inc(PAYXcusip704326107)	1.7K	QoQ NEW(+1.7K) YoY NEW(+1.7K)	All Managers (Combined)	$268.8K	QoQ NEW(+$268.8K) YoY NEW(+$268.8K)
Metlife Inc(METcusip59156R108)	3.3K	QoQ +14.43% (+420) YoY NEW(+3.3K)	All Managers (Combined)	$267.4K	QoQ +12.20% (+$29.1K) YoY NEW(+$267.4K)
Quantum Computing Inc.(QUBTcusip74766W108)	33.4K	QoQ NEW(+33.4K) YoY NEW(+33.4K)	All Managers (Combined)	$267.2K	QoQ NEW(+$267.2K) YoY NEW(+$267.2K)
(IJJcusip464287705)	2.2K	QoQ NEW(+2.2K) YoY NEW(+2.2K)	All Managers (Combined)	$266.8K	QoQ NEW(+$266.8K) YoY NEW(+$266.8K)
Regions Financial Corp(RFcusip7591EP100)	12.3K	QoQ -43.91% (-9.6K) YoY NEW(+12.3K)	All Managers (Combined)	$266.6K	QoQ -48.18% (-$247.9K) YoY NEW(+$266.6K)
(cusip00888H612)✕	10.3K	QoQ 0.00% (-0) YoY NEW(+10.3K)	All Managers (Combined)	$265.5K	QoQ -5.28% (-$14.8K) YoY NEW(+$265.5K)
Camden National Corp(CACcusip133034108)	6.6K	QoQ 0.00% (-0) YoY NEW(+6.6K)	All Managers (Combined)	$265.4K	QoQ -5.31% (-$14.9K) YoY NEW(+$265.4K)
Kkr & Co. Inc.(KKRcusip48251W104)	2.3K	QoQ +6.59% (-142) YoY +8.30% (+176)	All Managers (Combined)	$265.4K	QoQ -16.68% (-$53.1K) YoY +24.47% (+$52.2K)
(IJTcusip464287887)	2.1K	QoQ -7.98% (-185) YoY +7.73% (+153)	All Managers (Combined)	$265.2K	QoQ -15.40% (-$48.3K) YoY +2.56% (+$6.6K)
Hp Inc(HPQcusip40434L105)	9.5K	QoQ -10.90% (-1.2K) YoY NEW(+9.5K)	All Managers (Combined)	$263.6K	QoQ -24.38% (-$85.0K) YoY NEW(+$263.6K)
Hershey Co(HSYcusip427866108)	1.5K	QoQ +9.10% (+128) YoY NEW(+1.5K)	All Managers (Combined)	$262.3K	QoQ +10.14% (+$24.2K) YoY NEW(+$262.3K)
(BLVcusip921937793)	3.7K	QoQ -22.40% (-1.1K) YoY -64.06% (-6.6K)	All Managers (Combined)	$261.8K	QoQ -20.15% (-$66.1K) YoY -65.00% (-$486.3K)
Paypal Holdings, Inc.(PYPLcusip70450Y103)	4.0K	QoQ -10.11% (-448) YoY +20.29% (+672)	All Managers (Combined)	$259.9K	QoQ -31.27% (-$118.3K) YoY +17.17% (+$38.1K)
(SDYcusip78464A763)	1.9K	QoQ NEW(+1.9K) YoY NEW(+1.9K)	All Managers (Combined)	$259.6K	QoQ NEW(+$259.6K) YoY NEW(+$259.6K)
Celestica Inc(CLScusip15101Q207)	3.3K	QoQ +14.82% (-425) YoY NEW(+3.3K)	All Managers (Combined)	$259.4K	QoQ -1.95% (-$5.2K) YoY NEW(+$259.4K)
(cusip46090A887)✕	5.2K	QoQ -21.14% (-1.4K) YoY -70.17% (-12.2K)	All Managers (Combined)	$259.0K	QoQ -21.13% (-$69.4K) YoY -70.04% (-$605.5K)
Annaly Capital Management Inc(NLYcusip035710839)	12.7K	QoQ -43.03% (-9.6K) YoY NEW(+12.7K)	All Managers (Combined)	$257.9K	QoQ -36.78% (-$150.1K) YoY NEW(+$257.9K)