Foundations Investment Advisors, LLC has filed its 13F form on August 02, 2024 for Q2 2024 where it was disclosed a total value porftolio of $3.86 Billion distributed in 752 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P 500 ETF with a value of $150M, Exchange Listed Fds Tr Cabana with a value of $143M, Spdr Bloomberg 1 3 Month T Bil with a value of $139M, Ishares S&P 500 Growth ETF with a value of $116M, and Ishares Msci Usa Quality Facto with a value of $102M.
Examining the 13F form we can see an increase of $276M in the current position value, from $3.58B to 3.86B.
Below you can find more details about Foundations Investment Advisors, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$3.86 Billion
ETFs: $2.92 Billion
Technology: $320 Million
Healthcare: $133 Million
Financial Services: $118 Million
Consumer Cyclical: $77.3 Million
Energy: $76.6 Million
Communication Services: $67.7 Million
Industrials: $47 Million
Other: $88.5 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions