HoldingsChannel.com
Foundations Investment Advisors LLC Top Holdings
As of  09/30/2022, below is a summary of the Foundations Investment Advisors LLC top holdings by largest position size, as per the latest 13f filing made by Foundations Investment Advisors LLC. In the Foundations Investment Advisors LLC-top-holdings-table below, each of the top holdings by name is presented in the first column, followed by the amount of shares held by Foundations Investment Advisors LLC in that top holding, then the share count change between reporting periods, and finally the Foundations Investment Advisors LLC top holding position size for that row.

   EntityAmountChange
 06/30/2022 to 09/30/2022
Position Size
($ in 1000's)
EXCHANGE LISTED FDS TR (TDSC) 19,321,675 -2,861,366 $439,375
     TDSC19,321,675-2,861,366$439,375
EXCHANGE LISTED FDS TR (CLSC) 11,354,197 -1,018,746 $235,373
     CLSC11,354,197-1,018,746$235,373
EXCHANGE LISTED FDS TR (TDSB) 7,019,681 -568,527 $151,485
     TDSB7,019,681-568,527$151,485
EXCHANGE LISTED FDS TR (TDSD) 6,746,459 -385,777 $147,410
     TDSD6,746,459-385,777$147,410
EXCHANGE LISTED FDS TR (TDSE) 5,985,728 +725,546 $135,158
     TDSE5,985,728+725,546$135,158
TWO RDS SHARED TR 14,809,757 -344,301 $126,920
     RPHS14,809,757-344,301$126,920
ISHARES TR (IVV) 129,613 +27,956 $46,486
     IVV129,613+27,956$46,486
EXCHANGE LISTED FDS TR (CLSA) 2,443,266 -2,228,242 $45,515
     CLSA2,443,266-2,228,242$45,515
ISHARES TR (ESGU) 511,353 +97,377 $40,607
     ESGU511,353+97,377$40,607
ISHARES TR (IUSB) 750,756 +185,518 $33,409
     IUSB750,756+185,518$33,409
SPDR GOLD TR (GLD) 197,319 +16,237 $30,519
     GLD197,319+16,237$30,519
SPDR S&P 500 ETF TR (SPY) 74,226 -680 $26,512
     SPY74,226-680$26,512
ISHARES TR (SHV) 239,044 +239,044 $26,295
     SHV239,044+239,044$26,295
EXCHANGE LISTED FDS TR (CLSM) 1,181,778 -854,189 $24,869
     CLSM1,181,778-854,189$24,869
ISHARES TR (EFV) 635,317 +25,809 $24,479
     EFV635,317+25,809$24,479
SELECT SECTOR SPDR TR (XLK) 193,166 +52,277 $22,944
     XLK193,166+52,277$22,944
ISHARES TR (GOVT) 965,110 +263,009 $21,966
     GOVT965,110+263,009$21,966
COLLABORATIVE INVESTMNT SER 949,449 +949,449 $20,332
     MFUL949,449+949,449$20,332
ISHARES TR (EFG) 253,680 +26,246 $18,407
     EFG253,680+26,246$18,407
ACCENTURE PLC IRELAND 68,492 +67,465 $17,623
     ACN68,492+67,465$17,623
TWO RDS SHARED TR 1,666,923 +83,652 $17,586
     AESR1,666,923+83,652$17,586
APPLE INC 122,603 +10,201 $16,944
     AAPL122,603+10,201$16,944
ISHARES TR (DGRO) 379,457 +25,899 $16,874
     DGRO379,457+25,899$16,874
TWO RDS SHARED TR 1,842,924 +189,872 $15,186
     DALT1,842,924+189,872$15,186
ISHARES TR (USMV) 222,900 +2,001 $14,734
     USMV222,900+2,001$14,734
EXCHANGE LISTED FDS TR (TDSA) 671,196 -398,020 $14,491
     TDSA671,196-398,020$14,491
ISHARES INC (EEMV) 264,609 +124,337 $13,410
     EEMV264,609+124,337$13,410
ISHARES TR (QUAL) 125,023 -27,263 $12,995
     QUAL125,023-27,263$12,995
MICROSOFT CORP 47,097 +340 $10,969
     MSFT47,097+340$10,969
ISHARES U S ETF TR (COMT) 302,483 +53,400 $10,805
     COMT302,483+53,400$10,805
ISHARES TR (MTUM) 82,363 -4,080 $10,804
     MTUM82,363-4,080$10,804
ISHARES TR (SMLF) 228,797 -8,171 $10,241
     SMLF228,797-8,171$10,241
SELECT SECTOR SPDR TR (XLV) 82,451 +18,731 $9,986
     XLV82,451+18,731$9,986
SELECT SECTOR SPDR TR (XLP) 147,464 +31,119 $9,840
     XLP147,464+31,119$9,840
TWO RDS SHARED TR 1,165,598 +201,213 $9,540
     ADFI1,165,598+201,213$9,540
ISHARES TR (IYE) 241,367 -48,602 $9,488
     IYE241,367-48,602$9,488
UNITEDHEALTH GROUP INC 18,503 -1,918 $9,345
     UNH18,503-1,918$9,345
SELECT SECTOR SPDR TR (XLI) 111,820 +9,980 $9,263
     XLI111,820+9,980$9,263
COLLABORATIVE INVESTMNT SER 435,671 +435,671 $8,466
     RULE435,671+435,671$8,466
COLLABORATIVE INVESTMNT SER 408,025 +408,025 $7,988
     MOHR408,025+408,025$7,988
ISHARES TR (VLUE) 96,348 -9,445 $7,887
     VLUE96,348-9,445$7,887
ISHARES GOLD TR (IAU) 239,805 +25,382 $7,561
     IAU239,805+25,382$7,561
INVESCO QQQ TR 28,085 +11,471 $7,506
     QQQ28,085+11,471$7,506
TESLA INC 28,012 +18,577 $7,430
     TSLA28,012+18,577$7,430
SELECT SECTOR SPDR TR (XLE) 100,213 +20,163 $7,217
     XLE100,213+20,163$7,217
ISHARES TR (ICF) 128,978 +14,674 $6,921
     ICF128,978+14,674$6,921
AMAZON COM INC 57,901 +229 $6,543
     AMZN57,901+229$6,543
ISHARES TR (HDV) 70,393 +9,426 $6,426
     HDV70,393+9,426$6,426
SPDR SER TR (SPTM) 131,336 -9,652 $5,793
     SPTM131,336-9,652$5,793
AMERICAN CENTY ETF TR (AVUS) 92,758 -6,809 $5,783
     AVUS92,758-6,809$5,783

See Full List: All Stocks Held By Foundations Investment Advisors LLC
— Including:
     • Biggest new positions
     • Biggest exits
     • Biggest increased positions
     • Biggest decreased positions

See Details: Top 10 Stocks Held By Foundations Investment Advisors LLC

Size ($ in 1000's)
At 09/30/2022: $2,293,111
At 06/30/2022: $2,391,822

Foundations Investment Advisors LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Foundations Investment Advisors LLC 13F filings. Link to 13F filings: SEC filings

Foundations Investment Advisors LLC Top Holdings 13F Filings | www.HoldingsChannel.com

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