Foundations Investment Advisors, LLC Portfolio Holdings
Foundations Investment Advisors, LLC
- $3.58 Billion
- Q1 2024
Foundations Investment Advisors, LLC has filed its 13F form on May 13, 2024 for Q1 2024 where it was disclosed a total value porftolio of $3.58 Billion distributed in 703 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Exchange Listed Fds Tr Cabana with a value of $167M, Ishares Core S&P 500 ETF with a value of $150M, Spdr Bloomberg 1 3 Month T Bil with a value of $127M, Spdr S&P 500 ETF Trust with a value of $103M, and Ishares Core Total Usd Bond Ma with a value of $101M.
Examining the 13F form we can see an increase of $148M in the current position value, from $3.44B to 3.58B.
Below you can find more details about Foundations Investment Advisors, LLC portfolio as well as his latest detailed transactions.
Stock Holdings Table Market Cap. of Under $50 Millions
Summary
- Portfolio
- No. of Stocks 703
- Current Value $3.58 Billion
- Prior Value $3.44 Billion
- Filing
- Period Q1 2024
- Filing Date May 13, 2024
- Form Type 13F-HR
- Activity in Q1 2024
- New Purchases 103 stocks
- Additional Purchases 303 stocks
- Sold out of 0 stocks
- Reduced holdings in 270 stocks