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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464287655

IWM|464287655

32926(-45.7%)

Value:

$6.6B(-51.0%)

81369Y209

44890(-88.0%)

Value:

$6.6B(-87.3%)

45783Y855

208238(+4.6%)

Value:

$6.5B(+4.5%)

25434V708

DFAC|25434V708

196787(+374.8%)

Value:

$6.5B(+352.8%)

92204A702

VGT|92204A702

11801(+13.9%)

Value:

$6.4B(-0.6%)

Broadcom Inc.

AVGO|11135F101

37757(+1.3%)

Value:

$6.3B(-26.9%)

46641Q837

124677(+41.7%)

Value:

$6.3B(+42.5%)

92647X830

183524

Value:

$6.3B

HOME DEPOT, INC.

HD|437076102

17066(-15.8%)

Value:

$6.3B(-20.7%)

69374H873

197925(+88.6%)

Value:

$6.2B(+103.0%)

921909768

VXUS|921909768

100002(+30.7%)

Value:

$6.2B(+37.7%)

46138G664

152537(+42.2%)

Value:

$6.2B(+26.5%)

33741X102

185283(+0.2%)

Value:

$6.2B(-6.4%)

46434G889

131543(-28.4%)

Value:

$6.2B(-25.9%)

VALERO ENERGY CORP/TX

VLO|91913Y100

46494(+9.1%)

Value:

$6.1B(+17.6%)

Palantir Technologies Inc.

PLTR|69608A108

72082(+4.8%)

Value:

$6.1B(+16.9%)

25434V104

157313(+29.5%)

Value:

$6.0B(+22.9%)

46431W606

68328(+1.9%)

Value:

$5.8B(+0.5%)

30151E806

272793(+1.6%)

Value:

$5.8B(+1.2%)

92189F411

346776(+1.8%)

Value:

$5.8B(+2.6%)

Instrument	Shares		Other Manager	Value
(IWMcusip464287655)	32.9K	QoQ -45.72% (-27.7K) YoY -8.35% (-3.0K)	All Managers (Combined)	$6.6M	QoQ -50.99% (-$6.8M) YoY -13.06% (-$987.5K)
(cusip81369Y209)✕	44.9K	QoQ -88.04% (-330.6K) YoY -84.43% (-243.5K)	All Managers (Combined)	$6.6M	QoQ -87.31% (-$45.1M) YoY -84.61% (-$36.1M)
(cusip45783Y855)✕	208.2K	QoQ +4.60% (+9.2K) YoY +274.23% (+152.6K)	All Managers (Combined)	$6.5M	QoQ +4.47% (+$279.8K) YoY +301.35% (+$4.9M)
(DFACcusip25434V708)	196.8K	QoQ +374.80% (+155.3K) YoY +1314.71% (+182.9K)	All Managers (Combined)	$6.5M	QoQ +352.83% (+$5.1M) YoY +1360.79% (+$6.0M)
(VGTcusip92204A702)	11.8K	QoQ +13.93% (-1.4K) YoY +132.25% (+6.7K)	All Managers (Combined)	$6.4M	QoQ -0.62% (-$40.2K) YoY +140.26% (+$3.7M)
Broadcom Inc.(AVGOcusip11135F101)	37.8K	QoQ +1.25% (-468) YoY +1373.15% (+35.2K)	All Managers (Combined)	$6.3M	QoQ -26.87% (-$2.3M) YoY +86.12% (+$2.9M)
(cusip46641Q837)✕	124.7K	QoQ +41.71% (+36.7K) YoY +8.51% (+9.8K)	All Managers (Combined)	$6.3M	QoQ +42.45% (+$1.9M) YoY +8.90% (+$516.2K)
(cusip92647X830)✕	183.5K	QoQ NEW(+183.5K) YoY NEW(+183.5K)	All Managers (Combined)	$6.3M	QoQ NEW(+$6.3M) YoY NEW(+$6.3M)
Home Depot, Inc.(HDcusip437076102)	17.1K	QoQ -15.81% (-3.2K) YoY +38.69% (+4.8K)	All Managers (Combined)	$6.3M	QoQ -20.67% (-$1.6M) YoY +32.50% (+$1.5M)
(cusip69374H873)✕	197.9K	QoQ +88.61% (+93.0K) YoY +161.69% (+122.3K)	All Managers (Combined)	$6.2M	QoQ +102.95% (+$3.2M) YoY +157.27% (+$3.8M)
(VXUScusip921909768)	100.0K	QoQ +30.67% (+23.5K) YoY +108.77% (+52.1K)	All Managers (Combined)	$6.2M	QoQ +37.70% (+$1.7M) YoY +115.00% (+$3.3M)
(cusip46138G664)✕	152.5K	QoQ +42.22% (+45.3K) YoY +498.63% (+127.1K)	All Managers (Combined)	$6.2M	QoQ +26.49% (+$1.3M) YoY +469.12% (+$5.1M)
(cusip33741X102)✕	185.3K	QoQ +0.16% (-306) YoY +167.32% (+116.0K)	All Managers (Combined)	$6.2M	QoQ -6.40% (-$424.4K) YoY +157.18% (+$3.8M)
(cusip46434G889)✕	131.5K	QoQ -28.36% (-52.1K) YoY -11.82% (-17.6K)	All Managers (Combined)	$6.2M	QoQ -25.90% (-$2.2M) YoY -7.38% (-$490.7K)
Valero Energy Corp/Tx(VLOcusip91913Y100)	46.5K	QoQ +9.14% (+3.9K) YoY +40.10% (+13.3K)	All Managers (Combined)	$6.1M	QoQ +17.58% (+$918.2K) YoY +8.40% (+$475.8K)
Palantir Technologies Inc.(PLTRcusip69608A108)	72.1K	QoQ +4.76% (+3.3K) YoY +156.88% (+44.0K)	All Managers (Combined)	$6.1M	QoQ +16.91% (+$880.0K) YoY +842.23% (+$5.4M)
(cusip25434V104)✕	157.3K	QoQ +29.51% (+35.8K) YoY +125.06% (+87.4K)	All Managers (Combined)	$6.0M	QoQ +22.95% (+$1.1M) YoY +136.76% (+$3.5M)
(cusip46431W606)✕	68.3K	QoQ +1.90% (+1.3K) YoY NEW(+68.3K)	All Managers (Combined)	$5.8M	QoQ +0.54% (+$31.7K) YoY NEW(+$5.8M)
(cusip30151E806)✕	272.8K	QoQ +1.64% (+4.4K) YoY NEW(+272.8K)	All Managers (Combined)	$5.8M	QoQ +1.21% (+$70.0K) YoY NEW(+$5.8M)
(cusip92189F411)✕	346.8K	QoQ +1.82% (+6.2K) YoY NEW(+346.8K)	All Managers (Combined)	$5.8M	QoQ +2.62% (+$148.7K) YoY NEW(+$5.8M)