Foundations Investment Advisors, LLC has filed its 13F form on May 07, 2025 for Q1 2025 where it was disclosed a total value porftolio of $5.1 Billion distributed in 1047 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Ishares S&P 500 Growth ETF with a value of $150M, Ishares Core S&P 500 ETF with a value of $148M, Spdr S&P 500 ETF Trust with a value of $147M, Ishares Core Total Usd Bond Ma with a value of $140M, and Ishares Msci Usa Quality Facto with a value of $128M.
Examining the 13F form we can see an increase of $224M in the current position value, from $4.87B to 5.1B.
Below you can find more details about Foundations Investment Advisors, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$5.1 Billion
ETFs: $3.71 Billion
Technology: $423 Million
Financial Services: $257 Million
Healthcare: $128 Million
Consumer Cyclical: $119 Million
Communication Services: $104 Million
Energy: $95.6 Million
Consumer Defensive: $82.5 Million
Other: $146 Million
Stock Holdings Table Market Cap. of $200 Billions or more
