Foundations Investment Advisors, LLC has filed its 13F form on October 21, 2024 for Q3 2024 where it was disclosed a total value porftolio of $4.46 Billion distributed in 816 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Ishares Core Total Usd Bond Ma with a value of $145M, Ishares S&P 500 Growth ETF with a value of $137M, Ishares Core S&P 500 ETF with a value of $130M, Exchange Listed Fds Tr Cabana with a value of $129M, and Ishares Msci Usa Quality Facto with a value of $118M.
Examining the 13F form we can see an increase of $597M in the current position value, from $3.86B to 4.46B.
Below you can find more details about Foundations Investment Advisors, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$4.46 Billion
ETFs: $3.26 Billion
Technology: $374 Million
Healthcare: $157 Million
Financial Services: $153 Million
Consumer Cyclical: $111 Million
Energy: $90.8 Million
Communication Services: $81.9 Million
Consumer Defensive: $72.5 Million
Other: $138 Million
Stock Holdings Table Market Cap. of $2 Billions to $10 Billions
