HoldingsChannel.com
Foundations Investment Advisors LLC Top Holdings
As of  03/31/2020

   EntityAmountChange
 12/31/2019 to 03/31/2020
Position Size
($ in 1000's)
ISHARES TR (IEF) 1,073,286 +1,069,640 $130,758
     IEF1,073,286+1,069,640$130,758
ISHARES TR (HDV) 1,898,517 +1,898,517 $130,675
     HDV1,898,517+1,898,517$130,675
ISHARES TR (TLT) 725,699 +247,454 $121,221
     TLT725,699+247,454$121,221
SPDR GOLD TRUST (GLD) 757,258 +737,837 $113,172
     GLD757,258+737,837$113,172
ISHARES TR (SHV) 918,556 +918,556 $101,886
     SHV918,556+918,556$101,886
ISHARES TR (SHY) 792,668 +792,668 $68,661
     SHY792,668+792,668$68,661
INVESCO DB US DLR INDEX TR (UUP) 2,443,656 +2,405,204 $65,979
     UUP2,443,656+2,405,204$65,979
SPDR S&P 500 ETF TR (SPY) 78,671 -21,242 $19,365
     SPY78,671-21,242$19,365
TWO RDS SHARED TR 1,558,200 +199,216 $10,619
     DALT1,558,200+199,216$10,619
TWO RDS SHARED TR 590,907 -65,581 $5,740
     AFIF590,907-65,581$5,740
PIMCO ETF TR (MINT) 47,422 -5,144 $4,695
     MINT47,422-5,144$4,695
ISHARES TR (IWP) 38,527 +3,788 $4,473
     IWP38,527+3,788$4,473
SELECT SECTOR SPDR TR (XLV) 40,592 -685,038 $3,459
     XLV40,592-685,038$3,459
SELECT SECTOR SPDR TR (XLC) 75,903 +75,903 $3,224
     XLC75,903+75,903$3,224
SELECT SECTOR SPDR TR (XLK) 41,012 -774,052 $3,139
     XLK41,012-774,052$3,139
SELECT SECTOR SPDR TR (XLP) 57,800 +5,114 $3,095
     XLP57,800+5,114$3,095
MICROSOFT CORP 16,077 +7,102 $2,446
     MSFT16,077+7,102$2,446
ISHARES TR (IJR) 40,033 +8,637 $2,089
     IJR40,033+8,637$2,089
GOLUB CAP BDC INC 173,134 +2,501 $2,064
     GBDC173,134+2,501$2,064
SPDR SER TR (BIL) 22,010 +22,010 $2,015
     BIL22,010+22,010$2,015
MASTERCARD INC 8,757 +1,031 $2,002
     MA8,757+1,031$2,002
SPDR SER TR (SPTM) 65,017 +15,872 $1,950
     SPTM65,017+15,872$1,950
ALPHABET INC 1,442 +134 $1,589
     GOOGL1,442+134$1,589
ARES CAPITAL CORP 156,461 +2,477 $1,551
     ARCC156,461+2,477$1,551
US BANCORP DEL 46,401 +40,490 $1,482
     USB46,401+40,490$1,482
VANGUARD BD INDEX FDS (BND) 16,428 +5,041 $1,406
     BND16,428+5,041$1,406
TEMPLETON GLOBAL INCOME FD 266,600 -66,808 $1,394
     GIM266,600-66,808$1,394
VERIZON COMMUNICATIONS INC 24,723 -5,560 $1,308
     VZ24,723-5,560$1,308
MERCURY GENL CORP NEW 34,546 +756 $1,307
     MCY34,546+756$1,307
WESTROCK CO 48,790 +48,790 $1,303
     WRK48,790+48,790$1,303
GAMING & LEISURE PPTYS INC 51,578 -3,732 $1,295
     GLPI51,578-3,732$1,295
APPLE INC 5,077 +363 $1,223
     AAPL5,077+363$1,223
TC ENERGY CORP 29,354 -1,792 $1,198
     TRP29,354-1,792$1,198
AT&T INC 42,258 -819 $1,185
     T42,258-819$1,185
EXXON MOBIL CORP 31,467 +2,773 $1,181
     XOM31,467+2,773$1,181
3M CO 8,481 +8,481 $1,129
     MMM8,481+8,481$1,129
SYSCO CORP 26,253 +23,291 $1,099
     SYY26,253+23,291$1,099
INTL PAPER CO 35,825 +6,930 $1,080
     IP35,825+6,930$1,080
FACEBOOK INC 6,715 +790 $1,072
     FB6,715+790$1,072
VANGUARD INDEX FDS (VOE) 13,542 -246,818 $1,041
     VOE13,542-246,818$1,041
ISHARES TR (IWM) 9,674 +2,174 $1,032
     IWM9,674+2,174$1,032
SEAGATE TECHNOLOGY PLC 21,519 -9,512 $1,030
     STX21,519-9,512$1,030
HONEYWELL INTL INC 7,810 +7,810 $1,013
     HON7,810+7,810$1,013
FIRST TR EXCHANGE TRADED FD (EMLP) 60,034 -60,151 $1,006
     EMLP60,034-60,151$1,006
VANGUARD TAX MANAGED INTL FD (VEA) 31,315 +3,877 $998
     VEA31,315+3,877$998
GENERAL MTRS CO 50,486 +17,529 $972
     GM50,486+17,529$972
AMAZON COM INC 490 +49 $935
     AMZN490+49$935
ISHARES TR (LQD) 7,527 -380,774 $914
     LQD7,527-380,774$914
VISA INC 5,750 +161 $880
     V5,750+161$880
VODAFONE GROUP PLC NEW 65,600 -3,028 $876
     VOD65,600-3,028$876

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 03/31/2020: $862,960
At 12/31/2019: $813,417

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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