HoldingsChannel.com
All Stocks Held By Foundations Investment Advisors LLC
As of  12/31/2022, we find all stocks held by Foundations Investment Advisors LLC to be as follows, presented in the table below with each row detailing each Foundations Investment Advisors LLC position, ordered by largest to smallest position size. The all-stocks-held-by-Foundations Investment Advisors LLC table shows the entity held in the first column (click any entity to explore other funds holding positions), the share amount held, the share count change between the last two reporting periods, and finally the position size for all stocks held by Foundations Investment Advisors LLC as of the latest filing.

   EntityAmountChange
 09/30/2022 to 12/31/2022
Position Size
($ in 1000's)
EXCHANGE LISTED FDS TR (TDSC) 22,096,123 +2,774,448 $488,103
     TDSC22,096,123+2,774,448$488,103
EXCHANGE LISTED FDS TR (CLSA) 9,515,900 +7,072,634 $173,855
     CLSA9,515,900+7,072,634$173,855
EXCHANGE LISTED FDS TR (TDSB) 6,386,670 -633,011 $135,781
     TDSB6,386,670-633,011$135,781
EXCHANGE LISTED FDS TR (TDSD) 5,588,892 -1,157,567 $118,037
     TDSD5,588,892-1,157,567$118,037
ISHARES TR (SHY) 1,376,525 +1,350,344 $111,733
     SHY1,376,525+1,350,344$111,733
TWO RDS SHARED TR 12,757,302 -2,052,455 $107,289
     RPHS12,757,302-2,052,455$107,289
EXCHANGE LISTED FDS TR (TDSE) 3,590,961 -2,394,767 $78,135
     TDSE3,590,961-2,394,767$78,135
ISHARES TR (IVV) 149,020 +19,407 $57,255
     IVV149,020+19,407$57,255
ISHARES TR (IUSB) 1,022,915 +272,159 $45,960
     IUSB1,022,915+272,159$45,960
EXCHANGE LISTED FDS TR (CLSC) 1,931,862 -9,422,335 $38,000
     CLSC1,931,862-9,422,335$38,000
ISHARES TR (ESGU) 448,229 -63,124 $37,987
     ESGU448,229-63,124$37,987
SPDR GOLD TR (GLD) 206,268 +8,949 $34,991
     GLD206,268+8,949$34,991
ISHARES TR (EFV) 692,345 +57,028 $31,765
     EFV692,345+57,028$31,765
SPDR SER TR (BIL) 334,668 +314,981 $30,612
     BIL334,668+314,981$30,612
SPDR S&P 500 ETF TR (SPY) 79,208 +4,982 $30,292
     SPY79,208+4,982$30,292
SELECT SECTOR SPDR TR (XLK) 206,825 +13,659 $25,737
     XLK206,825+13,659$25,737
APPLE INC 187,221 +64,618 $24,326
     AAPL187,221+64,618$24,326
ISHARES TR (EFG) 282,795 +29,115 $23,687
     EFG282,795+29,115$23,687
ISHARES TR (DGRO) 430,293 +50,836 $21,515
     DGRO430,293+50,836$21,515
EXCHANGE LISTED FDS TR (CLSM) 1,064,798 -116,980 $21,450
     CLSM1,064,798-116,980$21,450
TWO RDS SHARED TR 1,827,737 +160,814 $20,928
     AESR1,827,737+160,814$20,928
ACCENTURE PLC IRELAND 68,471 -21 $18,271
     ACN68,471-21$18,271
SELECT SECTOR SPDR TR (XLV) 132,442 +49,991 $17,992
     XLV132,442+49,991$17,992
TWO RDS SHARED TR 2,118,163 +275,239 $17,835
     DALT2,118,163+275,239$17,835
ISHARES TR (GOVT) 781,965 -183,145 $17,766
     GOVT781,965-183,145$17,766
ISHARES INC (EEMV) 325,452 +60,843 $17,265
     EEMV325,452+60,843$17,265
ISHARES TR (MTUM) 117,757 +35,394 $17,184
     MTUM117,757+35,394$17,184
ISHARES TR (USMV) 224,020 +1,120 $16,152
     USMV224,020+1,120$16,152
J P MORGAN EXCHANGE TRADED F (JPST) 292,286 +265,551 $14,652
     JPST292,286+265,551$14,652
ISHARES TR (QUAL) 122,553 -2,470 $13,966
     QUAL122,553-2,470$13,966
ISHARES TR (SGOV) 133,372 +129,537 $13,356
     SGOV133,372+129,537$13,356
EXCHANGE LISTED FDS TR (TDSA) 592,190 -79,006 $12,661
     TDSA592,190-79,006$12,661
MICROSOFT CORP 48,859 +1,762 $11,717
     MSFT48,859+1,762$11,717
SELECT SECTOR SPDR TR (XLP) 156,639 +9,175 $11,677
     XLP156,639+9,175$11,677
ISHARES TR (IYE) 243,397 +2,030 $11,316
     IYE243,397+2,030$11,316
FIRST TR EXCHANGE TRADED FD (FTSM) 187,325 +147,673 $11,135
     FTSM187,325+147,673$11,135
ISHARES TR (SMLF) 223,107 -5,690 $11,080
     SMLF223,107-5,690$11,080
TWO RDS SHARED TR 1,304,621 +139,023 $10,848
     ADFI1,304,621+139,023$10,848
ISHARES TR (MBB) 114,860 +90,169 $10,653
     MBB114,860+90,169$10,653
CHEVRON CORP NEW 58,134 +38,247 $10,434
     CVX58,134+38,247$10,434
ISHARES TR (IYW) 139,961 +124,707 $10,426
     IYW139,961+124,707$10,426
INVESCO QQQ TR 38,840 +10,755 $10,342
     QQQ38,840+10,755$10,342
VANGUARD INDEX FDS (VOO) 28,172 +20,957 $9,898
     VOO28,172+20,957$9,898
SELECT SECTOR SPDR TR (XLI) 94,487 -17,333 $9,280
     XLI94,487-17,333$9,280
ISHARES GOLD TR (IAU) 267,864 +28,059 $9,265
     IAU267,864+28,059$9,265
UNITEDHEALTH GROUP INC 17,121 -1,382 $9,077
     UNH17,121-1,382$9,077
GOLDMAN SACHS ETF TR (GBIL) 86,955 +86,955 $8,670
     GBIL86,955+86,955$8,670
ISHARES TR (VLUE) 93,704 -2,644 $8,540
     VLUE93,704-2,644$8,540
PROSHARES TR (SH) 526,743 +526,743 $8,444
     SH526,743+526,743$8,444
ISHARES TR (ICF) 148,499 +19,521 $8,144
     ICF148,499+19,521$8,144
SELECT SECTOR SPDR TR (XLE) 88,746 -11,467 $7,763
     XLE88,746-11,467$7,763
EXXON MOBIL CORP 69,784 +38,543 $7,697
     XOM69,784+38,543$7,697
TWO RDS SHARED TR 806,507 +167,145 $7,057
     AFIF806,507+167,145$7,057
SPDR SER TR (SPTM) 138,792 +7,456 $6,563
     SPTM138,792+7,456$6,563
AMAZON COM INC 78,120 +20,219 $6,562
     AMZN78,120+20,219$6,562
SELECT SECTOR SPDR TR (XLU) 92,987 +13,931 $6,556
     XLU92,987+13,931$6,556
ISHARES U S ETF TR (COMT) 230,743 -71,740 $6,505
     COMT230,743-71,740$6,505
SELECT SECTOR SPDR TR (XLY) 49,641 +40,801 $6,412
     XLY49,641+40,801$6,412
ISHARES TR (IFRA) 176,043 +7,993 $6,383
     IFRA176,043+7,993$6,383
ISHARES TR (IJR) 67,396 +16,196 $6,378
     IJR67,396+16,196$6,378
ISHARES TR (IWP) 74,920 +10,964 $6,263
     IWP74,920+10,964$6,263
BERKSHIRE HATHAWAY INC DEL      $5,577
     BRK.B16,536+5,027$5,108
     BRK.A1UNCH$469
ISHARES TR (SHYG) 136,280 +136,280 $5,572
     SHYG136,280+136,280$5,572
ISHARES TR (ICVT) 76,220 +1,262 $5,295
     ICVT76,220+1,262$5,295
ISHARES SILVER TR (SLV) 232,513 +47,552 $5,120
     SLV232,513+47,552$5,120
VANGUARD INDEX FDS (VUG) 23,168 +12,548 $4,937
     VUG23,168+12,548$4,937
FIRST TR MORNINGSTAR DIVID L (FDL) 133,098 +82,473 $4,866
     FDL133,098+82,473$4,866
JPMORGAN CHASE & CO 35,610 +18,218 $4,775
     JPM35,610+18,218$4,775
ISHARES TR (TLH) 43,956 +15,759 $4,755
     TLH43,956+15,759$4,755
ISHARES TR (HYG) 64,234 +12,070 $4,730
     HYG64,234+12,070$4,730
VALERO ENERGY CORP 35,930 +31,603 $4,558
     VLO35,930+31,603$4,558
ABBVIE INC 27,704 +14,871 $4,477
     ABBV27,704+14,871$4,477
TESLA INC 34,676 +6,664 $4,271
     TSLA34,676+6,664$4,271
FIRST TR EXCHANGE TRADED FD (FTCS) 54,771 -1,409 $4,105
     FTCS54,771-1,409$4,105
VANGUARD SPECIALIZED FUNDS (VIG) 25,950 -324 $3,941
     VIG25,950-324$3,941
ENBRIDGE INC 98,401 -17,051 $3,847
     ENB98,401-17,051$3,847
PFIZER INC 72,464 +39,719 $3,713
     PFE72,464+39,719$3,713
FIRST TR VALUE LINE DIVID IN (FVD) 90,739 -6,252 $3,621
     FVD90,739-6,252$3,621
VANGUARD WHITEHALL FDS (VYM) 33,276 +27,859 $3,601
     VYM33,276+27,859$3,601
VERIZON COMMUNICATIONS INC 91,401 +58,378 $3,601
     VZ91,401+58,378$3,601
ISHARES TR (IWM) 20,439 +2,055 $3,564
     IWM20,439+2,055$3,564
UNITED PARCEL SERVICE INC 20,352 +12,578 $3,538
     UPS20,352+12,578$3,538
VANGUARD INDEX FDS (VTI) 17,856 +12,514 $3,414
     VTI17,856+12,514$3,414
HOME DEPOT INC 10,585 +748 $3,343
     HD10,585+748$3,343
ALPHABET INC 37,177 -16,369 $3,280
     GOOGL37,177-16,369$3,280
LOCKHEED MARTIN CORP 6,639 +1,645 $3,230
     LMT6,639+1,645$3,230
SOUTHERN CO 45,135 +29,070 $3,223
     SO45,135+29,070$3,223
ALPHABET INC 35,895 +11,184 $3,185
     GOOG35,895+11,184$3,185
MORGAN STANLEY 37,462 +21,047 $3,185
     MS37,462+21,047$3,185
PROCTER AND GAMBLE CO 21,004 +5,308 $3,183
     PG21,004+5,308$3,183
WILLIAMS COS INC 96,614 +57,493 $3,179
     WMB96,614+57,493$3,179
VISA INC 15,281 -2,744 $3,175
     V15,281-2,744$3,175
NVIDIA CORPORATION 21,118 +3,089 $3,086
     NVDA21,118+3,089$3,086
ISHARES TR (TIP) 28,914 +2,736 $3,078
     TIP28,914+2,736$3,078
MERCK & CO INC 27,596 +18,686 $3,062
     MRK27,596+18,686$3,062
VANGUARD INDEX FDS (VOE) 22,640 +4,597 $3,062
     VOE22,640+4,597$3,062
VANGUARD TAX MANAGED FDS (VEA) 70,650 +8,901 $2,965
     VEA70,650+8,901$2,965
AMGEN INC 11,180 +6,398 $2,936
     AMGN11,180+6,398$2,936
SPDR SER TR (CWB) 43,153 +15,716 $2,776
     CWB43,153+15,716$2,776
ISHARES INC (EMGF) 67,149 -1,922 $2,756
     EMGF67,149-1,922$2,756
PHILIP MORRIS INTL INC 26,665 +11,079 $2,699
     PM26,665+11,079$2,699
INTERNATIONAL BUSINESS MACHS 18,887 +14,080 $2,661
     IBM18,887+14,080$2,661
BRISTOL MYERS SQUIBB CO 36,646 +22,209 $2,637
     BMY36,646+22,209$2,637
AMERISOURCEBERGEN CORP 15,731 -6,165 $2,607
     ABC15,731-6,165$2,607
GILEAD SCIENCES INC 30,304 +21,511 $2,602
     GILD30,304+21,511$2,602
CITIGROUP INC 56,693 +36,852 $2,564
     C56,693+36,852$2,564
CISCO SYS INC 53,579 +37,709 $2,553
     CSCO53,579+37,709$2,553
MASTERCARD INCORPORATED 7,257 -4,415 $2,523
     MA7,257-4,415$2,523
META PLATFORMS INC 20,906 +20,906 $2,516
     META20,906+20,906$2,516
VANGUARD INDEX FDS (VTV) 17,858 +3,078 $2,507
     VTV17,858+3,078$2,507
TWO RDS SHARED TR 282,667 +9,762 $2,487
     APXH282,667+9,762$2,487
SCHWAB STRATEGIC TR 59,513 +5,841 $2,411
     SCHA59,513+5,841$2,411
SEMPRA 15,514 +10,651 $2,398
     SRE15,514+10,651$2,398
WEYERHAEUSER CO MTN BE 75,602 +56,855 $2,344
     WY75,602+56,855$2,344
JOHNSON & JOHNSON 12,911 +2,005 $2,281
     JNJ12,911+2,005$2,281
SPDR SER TR (MDYV) 35,158 +35,158 $2,275
     MDYV35,158+35,158$2,275
ORACLE CORP 27,612 +8,319 $2,257
     ORCL27,612+8,319$2,257
SPDR SER TR (MDYG) 34,093 +34,093 $2,228
     MDYG34,093+34,093$2,228
BLACKSTONE INC 30,023 +19,642 $2,227
     BX30,023+19,642$2,227
IQVIA HLDGS INC 10,843 -7,771 $2,222
     IQV10,843-7,771$2,222
ARES CAPITAL CORP 119,504 +26,047 $2,207
     ARCC119,504+26,047$2,207
GSK PLC 62,382 +50,800 $2,192
     GSK62,382+50,800$2,192
FIRST TR EXCHNG TRADED FD VI (BUFD) 110,607 -12,045 $2,176
     BUFD110,607-12,045$2,176
PUBLIC SVC ENTERPRISE GRP IN 35,516 +29,424 $2,176
     PEG35,516+29,424$2,176
ISHARES INC (PICK) 52,117 +973 $2,137
     PICK52,117+973$2,137
DEVON ENERGY CORP NEW 34,469 +26,439 $2,120
     DVN34,469+26,439$2,120
BOOKING HOLDINGS INC 1,050 -437 $2,116
     BKNG1,050-437$2,116
PROSHARES TR (TBT) 64,383 +18,424 $2,092
     TBT64,383+18,424$2,092
COCA COLA CO 31,780 +13,764 $2,022
     KO31,780+13,764$2,022
ARK ETF TR (ARKG) 71,559 -3,029 $2,020
     ARKG71,559-3,029$2,020
TEXAS INSTRS INC 12,083 +8,748 $1,996
     TXN12,083+8,748$1,996
GABELLI UTIL TR 264,773 +72,267 $1,988
     GUT264,773+72,267$1,988
AMERICAN CENTY ETF TR (AVUS) 28,717 -64,041 $1,953
     AVUS28,717-64,041$1,953
SCHWAB CHARLES CORP 23,087 -3,921 $1,922
     SCHW23,087-3,921$1,922
PEPSICO INC 10,392 +704 $1,877
     PEP10,392+704$1,877
RAYTHEON TECHNOLOGIES CORP 18,408 +1,288 $1,858
     RTX18,408+1,288$1,858
INVESCO EXCH TRADED FD TR II (VRP) 81,387 +22,649 $1,822
     VRP81,387+22,649$1,822
ISHARES TR (TLT) 18,293 +2,419 $1,821
     TLT18,293+2,419$1,821
PRINCIPAL EXCHANGE TRADED FD (PREF) 106,287 +30,531 $1,819
     PREF106,287+30,531$1,819
WISDOMTREE TR 21,076 +2 $1,814
     DHS21,076+2$1,814
ISHARES TR (IWY) 15,003 +12,245 $1,808
     IWY15,003+12,245$1,808
FIDELITY COVINGTON TRUST 39,187 +10,932 $1,802
     FDHY39,187+10,932$1,802
ASML HOLDING N V 3,282 +47 $1,793
     ASML3,282+47$1,793
ISHARES TR (IWX) 27,599 +20,270 $1,793
     IWX27,599+20,270$1,793
BLACKROCK DEBT STRATEGIES FD 193,334 +53,118 $1,779
     DSU193,334+53,118$1,779
FIRST TR EXCHANGE TRADED FD (FCVT) 55,890 +15,945 $1,771
     FCVT55,890+15,945$1,771
GLOBAL X FDS 90,323 +23,026 $1,750
     PFFD90,323+23,026$1,750
COMCAST CORP NEW 49,826 +16,395 $1,742
     CMCSA49,826+16,395$1,742
INVESCO EXCHANGE TRADED FD T (PEY) 84,192 UNCH $1,742
     PEY84,192UNCH$1,742
FRANKLIN UNVL TR 257,419 +79,557 $1,732
     FT257,419+79,557$1,732
ARK ETF TR (ARKK) 55,240 -427 $1,726
     ARKK55,240-427$1,726
SPDR SER TR (SPAB) 68,467 +23,965 $1,721
     SPAB68,467+23,965$1,721
VANECK ETF TRUST (PFXF) 102,910 +30,817 $1,720
     PFXF102,910+30,817$1,720
LOWES COS INC 8,603 +4,347 $1,714
     LOW8,603+4,347$1,714
BLACKROCK INCOME TR INC 138,547 -150,192 $1,710
     BKT138,547-150,192$1,710
SCHWAB STRATEGIC TR 22,546 -5,164 $1,703
     SCHD22,546-5,164$1,703
DISNEY WALT CO 19,346 -3,405 $1,681
     DIS19,346-3,405$1,681
ELLSWORTH GROWTH & INCOME FD 208,167 +62,866 $1,661
     ECF208,167+62,866$1,661
FIRST TR EXCH TRADED FD III (MARB) 74,803 +74,803 $1,509
     MARB74,803+74,803$1,509
BOEING CO 7,891 +489 $1,503
     BA7,891+489$1,503
ISHARES TR (SHV) 13,673 -225,371 $1,503
     SHV13,673-225,371$1,503
WELLS FARGO CO NEW 35,962 +9,888 $1,485
     WFC35,962+9,888$1,485
INVESCO EXCH TRADED FD TR II (BKLN) 72,122 +27,059 $1,481
     BKLN72,122+27,059$1,481
ELEVANCE HEALTH INC 2,873 +2,873 $1,474
     ELV2,873+2,873$1,474
VANGUARD BD INDEX FDS (BND) 20,375 -9,042 $1,464
     BND20,375-9,042$1,464
TAIWAN SEMICONDUCTOR MFG LTD 19,641 -10,702 $1,463
     TSM19,641-10,702$1,463
SPDR SER TR (JNK) 16,228 +3,050 $1,461
     JNK16,228+3,050$1,461
FIRST TR EXCHANGE TRADED FD (FTSL) 32,418 +5,050 $1,446
     FTSL32,418+5,050$1,446
GOLDMAN SACHS PHYSICAL GOLD 78,897 +22,513 $1,427
     AAAU78,897+22,513$1,427
SELECT SECTOR SPDR TR (XLF) 41,222 +1,338 $1,410
     XLF41,222+1,338$1,410
SPDR SER TR (SPLG) 30,951 +30,951 $1,392
     SPLG30,951+30,951$1,392
FIDELITY NATL INFORMATION SV 20,498 -7,567 $1,391
     FIS20,498-7,567$1,391
SELECT SECTOR SPDR TR (XLB) 17,851 -19,750 $1,387
     XLB17,851-19,750$1,387
TWILIO INC 27,532 +7,658 $1,348
     TWLO27,532+7,658$1,348
WALMART INC 9,375 +809 $1,329
     WMT9,375+809$1,329
CONOCOPHILLIPS 11,152 +837 $1,316
     COP11,152+837$1,316
CARMAX INC 21,425 -7,962 $1,305
     KMX21,425-7,962$1,305
BECTON DICKINSON & CO 5,112 +2,108 $1,300
     BDX5,112+2,108$1,300
VANGUARD BD INDEX FDS (BSV) 17,259 +3,353 $1,299
     BSV17,259+3,353$1,299
AT&T INC 70,359 +43,249 $1,295
     T70,359+43,249$1,295
HONEYWELL INTL INC 5,925 -340 $1,270
     HON5,925-340$1,270
NETFLIX INC 4,302 -982 $1,269
     NFLX4,302-982$1,269
MCDONALDS CORP 4,801 +712 $1,265
     MCD4,801+712$1,265
LILLY ELI & CO 3,448 -65 $1,262
     LLY3,448-65$1,262
ISHARES TR (IWS) 11,747 +8,208 $1,237
     IWS11,747+8,208$1,237
DUKE ENERGY CORP NEW 11,788 +3,627 $1,214
     DUK11,788+3,627$1,214
QUALCOMM INC 10,882 +22 $1,196
     QCOM10,882+22$1,196
DEERE & CO 2,775 +133 $1,190
     DE2,775+133$1,190
ISHARES TR (EEM) 31,353 -5,395 $1,188
     EEM31,353-5,395$1,188
AMERICAN CENTY ETF TR (AVDV) 21,443 -422 $1,187
     AVDV21,443-422$1,187
ADOBE SYSTEMS INCORPORATED 3,396 -801 $1,143
     ADBE3,396-801$1,143
ADVANCED MICRO DEVICES INC 17,105 +1,834 $1,108
     AMD17,105+1,834$1,108
CLEVELAND CLIFFS INC NEW 66,612 -10,766 $1,073
     CLF66,612-10,766$1,073
ENERGY TRANSFER L P 90,273 +71,489 $1,072
     ET90,273+71,489$1,072
ISHARES TR (LQD) 10,165 -18,064 $1,072
     LQD10,165-18,064$1,072
INVESCO ACTVELY MNGD ETC FD 71,783 -10,816 $1,061
     PDBC71,783-10,816$1,061
MEDTRONIC PLC 13,461 +4,005 $1,046
     MDT13,461+4,005$1,046
NOVARTIS AG 11,180 +3,567 $1,014
     NVS11,180+3,567$1,014
VANGUARD INTL EQUITY INDEX F (VWO) 25,750 +3,450 $1,004
     VWO25,750+3,450$1,004
UNILEVER PLC 19,847 +6,886 $999
     UL19,847+6,886$999
ISHARES TR (IWF) 4,655 -149 $997
     IWF4,655-149$997
VANGUARD MALVERN FDS (VTIP) 20,828 +20,828 $973
     VTIP20,828+20,828$973
ANALOG DEVICES INC 5,901 +1,811 $968
     ADI5,901+1,811$968
DOMINION ENERGY INC 15,565 +4,935 $954
     D15,565+4,935$954
GENERAL DYNAMICS CORP 3,840 +1,178 $953
     GD3,840+1,178$953
AUTOMATIC DATA PROCESSING IN 3,984 +2,808 $952
     ADP3,984+2,808$952
OMNICOM GROUP INC 11,394 +4,175 $929
     OMC11,394+4,175$929
BANK NEW YORK MELLON CORP 19,783 +5,411 $901
     BK19,783+5,411$901
STARBUCKS CORP 9,070 +2,650 $900
     SBUX9,070+2,650$900
ISHARES INC (IEMG) 19,246 +13,922 $899
     IEMG19,246+13,922$899
BANK FIRST CORP 9,638 UNCH $895
     BFC9,638UNCH$895
CSX CORP 28,675 +798 $888
     CSX28,675+798$888
CATERPILLAR INC 3,681 +899 $882
     CAT3,681+899$882
EDISON INTL 13,822 +4,552 $879
     EIX13,822+4,552$879
XCEL ENERGY INC 12,259 -882 $860
     XEL12,259-882$860
TRUIST FINL CORP 19,895 +12,600 $856
     TFC19,895+12,600$856
FIRST TR EXCHANGE TRADED FD (FXH) 7,799 -408 $848
     FXH7,799-408$848
CVS HEALTH CORP 8,986 -2,713 $837
     CVS8,986-2,713$837
FIRST TR EXCHANGE TRADED FD (SDVY) 32,001 -6,869 $834
     SDVY32,001-6,869$834
HF SINCLAIR CORP 16,048 +1,412 $833
     DINO16,048+1,412$833
BROADCOM INC 1,466 +516 $820
     AVGO1,466+516$820
GENUINE PARTS CO 4,668 +1,362 $810
     GPC4,668+1,362$810
FREEPORT MCMORAN INC 21,254 +1,061 $808
     FCX21,254+1,061$808
BLACKROCK INC 1,124 +438 $797
     BLK1,124+438$797
AMERICAN TOWER CORP NEW 3,693 +1,309 $782
     AMT3,693+1,309$782
SELECT SECTOR SPDR TR (XLC) 16,187 +5,058 $777
     XLC16,187+5,058$777
EBAY INC. 18,355 +5,888 $761
     EBAY18,355+5,888$761
FORD MTR CO DEL 64,292 -2,371 $748
     F64,292-2,371$748
AMERICAN EXPRESS CO 4,994 +2,154 $738
     AXP4,994+2,154$738
PIMCO ETF TR (HYS) 8,189 +4,986 $731
     HYS8,189+4,986$731
AIRBNB INC 8,362 +4,168 $715
     ABNB8,362+4,168$715
ALTRIA GROUP INC 15,643 +5,169 $715
     MO15,643+5,169$715
ISHARES TR (EMB) 8,446 -6,235 $714
     EMB8,446-6,235$714
PROSHARES TR (QID) 27,413 +27,413 $712
     QID27,413+27,413$712
TARGET CORP 4,737 -271 $706
     TGT4,737-271$706
AIR PRODS & CHEMS INC 2,280 +824 $703
     APD2,280+824$703
ISHARES TR (DVY) 5,806 -583 $700
     DVY5,806-583$700
ISHARES TR (FALN) 28,378 -147,516 $698
     FALN28,378-147,516$698
GENERAL MLS INC 8,321 +1,401 $698
     GIS8,321+1,401$698
LAMAR ADVERTISING CO NEW 7,363 +3,013 $695
     LAMR7,363+3,013$695
ABBOTT LABS 6,141 +389 $674
     ABT6,141+389$674
BANK AMERICA CORP 19,885 +4,774 $659
     BAC19,885+4,774$659
NORFOLK SOUTHN CORP 2,648 +151 $653
     NSC2,648+151$653
COLLABORATIVE INVESTMNT SER 33,087 -374,938 $649
     MOHR33,087-374,938$649
ZSCALER INC 5,778 -109 $647
     ZS5,778-109$647
VANGUARD CHARLOTTE FDS (BNDX) 13,509 +175 $641
     BNDX13,509+175$641
VANGUARD SCOTTSDALE FDS (VMBS) 13,944 +2,156 $635
     VMBS13,944+2,156$635
WEC ENERGY GROUP INC 6,771 -67 $635
     WEC6,771-67$635
GOLDMAN SACHS GROUP INC 1,835 +49 $630
     GS1,835+49$630
MCKESSON CORP 1,672 +515 $627
     MCK1,672+515$627
PALO ALTO NETWORKS INC 4,488 -411 $626
     PANW4,488-411$626
SANOFI 12,875 +4,428 $624
     SNY12,875+4,428$624
VANGUARD INDEX FDS (VB) 3,398 +299 $624
     VB3,398+299$624
S&P GLOBAL INC 1,838 -1 $616
     SPGI1,838-1$616
HANCOCK WHITNEY CORPORATION 12,625 -12 $611
     HWC12,625-12$611
GENERAL ELECTRIC CO 7,262 +230 $609
     GE7,262+230$609
ALIBABA GROUP HLDG LTD 6,903 +694 $608
     BABA6,903+694$608
DOW INC 11,801 +1,820 $595
     DOW11,801+1,820$595
PHILLIPS EDISON & CO INC 18,685 -2,831 $595
     PECO18,685-2,831$595
GAMING & LEISURE PPTYS INC 11,388 -1,509 $593
     GLPI11,388-1,509$593
ENTERPRISE PRODS PARTNERS L 24,005 +24,005 $579
     EPD24,005+24,005$579
FISERV INC 5,621 -3,318 $568
     FISV5,621-3,318$568
COSTCO WHSL CORP NEW 1,236 +367 $564
     COST1,236+367$564
INVESCO DB MULTI SECTOR COMM 16,871 +16,871 $549
     DBS16,871+16,871$549
BLOCK INC 8,663 +341 $544
     SQ8,663+341$544
ALLSTATE CORP 3,976 +683 $539
     ALL3,976+683$539
ISHARES TR (IDV) 19,838 UNCH $539
     IDV19,838UNCH$539
SPIRIT RLTY CAP INC NEW 13,510 +5,773 $539
     SRC13,510+5,773$539
LULULEMON ATHLETICA INC 1,679 -34 $538
     LULU1,679-34$538
ROCKWELL AUTOMATION INC 2,060 -8 $531
     ROK2,060-8$531
NORTHROP GRUMMAN CORP 970 -91 $529
     NOC970-91$529
US BANCORP DEL 12,082 +2,694 $527
     USB12,082+2,694$527
INVESCO DB MULTI SECTOR COMM 10,772 -22,311 $518
     DBP10,772-22,311$518
GENERAL MTRS CO 15,220 -228 $512
     GM15,220-228$512
ISHARES TR (IEF) 5,252 -320 $503
     IEF5,252-320$503
IDACORP INC 4,649 -1 $501
     IDA4,649-1$501
THERMO FISHER SCIENTIFIC INC 889 -206 $490
     TMO889-206$490
ISHARES TR (HDV) 4,683 -65,710 $488
     HDV4,683-65,710$488
ISHARES TR (IWB) 2,305 -310 $485
     IWB2,305-310$485
VANGUARD SCOTTSDALE FDS (VGSH) 8,387 -42,735 $485
     VGSH8,387-42,735$485
ISHARES TR (SCZ) 8,575 +3,883 $484
     SCZ8,575+3,883$484
TOTALENERGIES SE 7,761 +7,761 $482
     TTE7,761+7,761$482
LINDE PLC 1,474 +628 $481
     LIN1,474+628$481
WESTROCK CO 13,611 +2,112 $479
     WRK13,611+2,112$479
ISHARES TR (AGG) 4,899 +51 $475
     AGG4,899+51$475
COLLABORATIVE INVESTMNT SER 21,762 -927,687 $468
     MFUL21,762-927,687$468
NEXTERA ENERGY INC 5,595 +696 $468
     NEE5,595+696$468
L3HARRIS TECHNOLOGIES INC 2,243 -65 $467
     LHX2,243-65$467
CROWDSTRIKE HLDGS INC 4,370 -1,387 $460
     CRWD4,370-1,387$460
GLOBAL X FDS 24,386 +24,386 $459
     RYLD24,386+24,386$459
VANGUARD SCOTTSDALE FDS (VCSH) 6,102 +2,638 $459
     VCSH6,102+2,638$459
SNOWFLAKE INC 3,176 +1,239 $456
     SNOW3,176+1,239$456
UBER TECHNOLOGIES INC 18,075 -12,884 $447
     UBER18,075-12,884$447
GLOBAL X FDS 27,994 +3,764 $445
     QYLD27,994+3,764$445
PROSHARES TR (TQQQ) 25,750 UNCH $445
     TQQQ25,750UNCH$445
TEKLA HEALTHCARE INVS 24,544 UNCH $442
     HQH24,544UNCH$442
TECK RESOURCES LTD 11,684 +375 $442
     TECK11,684+375$442
STEM INC 48,697 -23,263 $435
     STEM48,697-23,263$435
KIMBERLY CLARK CORP 3,200 +1,411 $434
     KMB3,200+1,411$434
ESSENTIAL UTILS INC 9,069 UNCH $433
     WTRG9,069UNCH$433
GLOBAL X FDS 10,949 +10,949 $431
     XYLD10,949+10,949$431
POOL CORP 1,395 +38 $422
     POOL1,395+38$422
NEXTERA ENERGY PARTNERS LP 5,970 -463 $418
     NEP5,970-463$418
BIOMARIN PHARMACEUTICAL INC 3,971 -898 $411
     BMRN3,971-898$411
KRAFT HEINZ CO 10,033 +10,033 $408
     KHC10,033+10,033$408
MARSH & MCLENNAN COS INC 2,454 +299 $406
     MMC2,454+299$406
VANGUARD INDEX FDS (VNQ) 4,922 -11,184 $406
     VNQ4,922-11,184$406
EATON VANCE ENHANCED EQUITY 24,428 UNCH $404
     EOS24,428UNCH$404
COLUMBIA SELIGM PREM TECH GR 17,406 -400 $404
     STK17,406-400$404
SPDR S&P MIDCAP 400 ETF TR (MDY) 905 +109 $401
     MDY905+109$401
VANGUARD SCOTTSDALE FDS (VTWO) 5,700 +5,700 $401
     VTWO5,700+5,700$401
AMERICAN ELEC PWR CO INC 4,205 +474 $399
     AEP4,205+474$399
COLLABORATIVE INVESTMNT SER 20,381 -415,290 $398
     RULE20,381-415,290$398
PPG INDS INC 3,143 +3,143 $395
     PPG3,143+3,143$395
TC ENERGY CORP 9,912 +1,043 $395
     TRP9,912+1,043$395
ISHARES TR (STIP) 4,062 +280 $394
     STIP4,062+280$394
SALESFORCE INC 2,947 -1,493 $391
     CRM2,947-1,493$391
INTERNATIONAL PAPER CO 11,180 +134 $387
     IP11,180+134$387
VANGUARD SCOTTSDALE FDS (VGIT) 6,382 +1,812 $373
     VGIT6,382+1,812$373
SPDR SER TR (SPYD) 9,176 +9,176 $363
     SPYD9,176+9,176$363
GLOBAL X FDS 19,158 +19,158 $360
     DIV19,158+19,158$360
PARKER HANNIFIN CORP 1,193 -46 $347
     PH1,193-46$347
VANGUARD BD INDEX FDS (BLV) 4,781 -297 $346
     BLV4,781-297$346
LLOYDS BANKING GROUP PLC 155,835 +65,218 $343
     LYG155,835+65,218$343
ISHARES TR (USIG) 6,948 +2,248 $341
     USIG6,948+2,248$341
FIRST TR EXCHANGE TRADED FD (FGD) 15,340 +15,340 $337
     FGD15,340+15,340$337
DIREXION SHS ETF TR (LABU) 47,250 +15,500 $334
     LABU47,250+15,500$334
DIMENSIONAL ETF TRUST (DFAC) 13,732 +32 $333
     DFAC13,732+32$333
TELADOC HEALTH INC 13,979 +2,298 $331
     TDOC13,979+2,298$331
VANGUARD STAR FDS (VXUS) 6,374 +6,374 $330
     VXUS6,374+6,374$330
INTEL CORP 12,436 +1,905 $329
     INTC12,436+1,905$329
PALANTIR TECHNOLOGIES INC 51,173 -10,396 $329
     PLTR51,173-10,396$329
PROLOGIS INC. 2,882 +415 $325
     PLD2,882+415$325
PLUG POWER INC 25,775 -3,294 $319
     PLUG25,775-3,294$319
ISHARES TR (PFF) 10,283 +215 $314
     PFF10,283+215$314
UNION PAC CORP 1,517 +260 $314
     UNP1,517+260$314
ISHARES TR (EFA) 4,735 -25,650 $311
     EFA4,735-25,650$311
T MOBILE US INC 2,205 +8 $309
     TMUS2,205+8$309
FIDELITY NATIONAL FINANCIAL 8,171 +86 $307
     FNF8,171+86$307
VANGUARD BD INDEX FDS (BIV) 4,124 +794 $306
     BIV4,124+794$306
SYSCO CORP 4,000 +455 $306
     SYY4,000+455$306
ISHARES TR (IWR) 4,481 -236 $302
     IWR4,481-236$302
INDEPENDENCE RLTY TR INC 17,733 +8 $299
     IRT17,733+8$299
UNITED RENTALS INC 841 -137 $299
     URI841-137$299
CRISPR THERAPEUTICS AG 7,189 -809 $292
     CRSP7,189-809$292
CONSOLIDATED EDISON INC 3,067 +3,067 $292
     ED3,067+3,067$292
VANGUARD SCOTTSDALE FDS (VCLT) 3,859 +3,859 $292
     VCLT3,859+3,859$292
ISHARES TR (IEFA) 4,685 +3 $289
     IEFA4,685+3$289
AUTODESK INC 1,528 -1,219 $286
     ADSK1,528-1,219$286
REALTY INCOME CORP 4,489 +4,489 $285
     O4,489+4,489$285
BRITISH AMERN TOB PLC 7,105 +7,105 $284
     BTI7,105+7,105$284
MARATHON PETE CORP 2,405 +2,405 $280
     MPC2,405+2,405$280
VANECK ETF TRUST (ANGL) 10,288 +10,288 $278
     ANGL10,288+10,288$278
3M CO 2,319 +2,319 $278
     MMM2,319+2,319$278
UNITY SOFTWARE INC 9,708 +3,024 $278
     U9,708+3,024$278
HARTFORD FINL SVCS GROUP INC 3,583 +8 $272
     HIG3,583+8$272
ECOLAB INC 1,862 -1,951 $271
     ECL1,862-1,951$271
SHOPIFY INC 7,760 -1,276 $269
     SHOP7,760-1,276$269
ILLINOIS TOOL WKS INC 1,216 +1,216 $268
     ITW1,216+1,216$268
OCCIDENTAL PETE CORP 4,245 +4,245 $267
     OXY4,245+4,245$267
VANGUARD INDEX FDS (VV) 1,526 +1,526 $266
     VV1,526+1,526$266
FIRST TR EXCHNG TRADED FD VI (FIXD) 6,040 +424 $265
     FIXD6,040+424$265
ISHARES TR (IHI) 4,999 -1,081 $263
     IHI4,999-1,081$263
EMERSON ELEC CO 2,725 +2,725 $262
     EMR2,725+2,725$262
ISHARES TR (FLOT) 5,191 -1,818 $261
     FLOT5,191-1,818$261
FIRST TR EXCHANGE TRADED FD (RDVY) 5,922 -62,033 $260
     RDVY5,922-62,033$260
CROWN CASTLE INC 1,903 +1,903 $258
     CCI1,903+1,903$258
COMPASS MINERALS INTL INC 6,299 +6,299 $258
     CMP6,299+6,299$258
ISHARES TR (IWD) 1,687 -415 $256
     IWD1,687-415$256
FIRST TR EXCHANGE TRADED FD (LMBS) 5,384 +5,384 $255
     LMBS5,384+5,384$255
MODERNA INC 1,420 +1,420 $255
     MRNA1,420+1,420$255
RIVERNORTH DOUBLELINE STRATE 29,256 UNCH $254
     OPP29,256UNCH$254
ISHARES TR (IEO) 2,725 -100 $253
     IEO2,725-100$253
ISHARES TR (IJH) 1,037 +22 $251
     IJH1,037+22$251
FIRST TR EXCHANGE TRADED FD (QQXT) 3,268 +3,268 $249
     QQXT3,268+3,268$249
ENPHASE ENERGY INC 938 UNCH $248
     ENPH938UNCH$248
TRI CONTL CORP 9,645 +315 $247
     TY9,645+315$247
CYBERARK SOFTWARE LTD 1,900 -944 $246
     CYBR1,900-944$246
SPDR DOW JONES INDL AVERAGE (DIA) 739 -37 $245
     DIA739-37$245
PHILLIPS 66 2,341 -949 $244
     PSX2,341-949$244
FIRST TR EXCHANGE TRADED FD (FIW) 3,038 +3,038 $241
     FIW3,038+3,038$241
NICOLET BANKSHARES INC (NIC) 3,000 +3,000 $239
     NIC3,000+3,000$239
CHEGG INC 9,393 -3,710 $237
     CHGG9,393-3,710$237
SPDR INDEX SHS FDS (WDIV) 3,986 +3,986 $234
     WDIV3,986+3,986$234
PAYPAL HLDGS INC 3,247 +502 $231
     PYPL3,247+502$231
SHELL PLC 4,053 +4,053 $231
     SHEL4,053+4,053$231
DNP SELECT INCOME FD INC 20,289 +20,289 $228
     DNP20,289+20,289$228
VANGUARD SCOTTSDALE FDS (VCIT) 2,947 +2,947 $228
     VCIT2,947+2,947$228
MONSTER BEVERAGE CORP NEW 2,239 +2,239 $227
     MNST2,239+2,239$227
CIGNA CORP NEW 681 +681 $226
     CI681+681$226
DRAFTKINGS INC NEW 19,711 -1,479 $225
     DKNG19,711-1,479$225
VANGUARD INDEX FDS (VO) 1,101 +1,101 $224
     VO1,101+1,101$224
ISHARES TR (IEI) 1,903 -11,885 $219
     IEI1,903-11,885$219
VANGUARD WORLD FDS (VDE) 1,809 +1,809 $219
     VDE1,809+1,809$219
SHERWIN WILLIAMS CO 914 +914 $217
     SHW914+914$217
TRAVELERS COMPANIES INC 1,157 +1,157 $217
     TRV1,157+1,157$217
AMEREN CORP 2,427 +2,427 $216
     AEE2,427+2,427$216
EXELON CORP 5,002 +5,002 $216
     EXC5,002+5,002$216
THE NECESSITY RETAIL REIT IN 36,210 UNCH $215
     RTL36,210UNCH$215
ENTERGY CORP NEW 1,883 +1,883 $212
     ETR1,883+1,883$212
MICRON TECHNOLOGY INC 4,249 +169 $212
     MU4,249+169$212
ULTA BEAUTY INC 452 +452 $212
     ULTA452+452$212
GINKGO BIOWORKS HOLDINGS INC 124,001 -13,376 $210
     DNA124,001-13,376$210
KELLOGG CO 2,951 +2,951 $210
     K2,951+2,951$210
SPROUTS FMRS MKT INC 6,490 +6,490 $210
     SFM6,490+6,490$210
LIVE NATION ENTERTAINMENT IN 2,982 -3,887 $208
     LYV2,982-3,887$208
ISHARES TR (IVW) 3,540 -133 $207
     IVW3,540-133$207
LAM RESEARCH CORP 488 +488 $205
     LRCX488+488$205
MAIN STR CAP CORP 5,511 +5,511 $204
     MAIN5,511+5,511$204
IDEXX LABS INC 498 -252 $203
     IDXX498-252$203
BCE INC 4,607 +4,607 $202
     BCE4,607+4,607$202
PACCAR INC 2,030 +2,030 $201
     PCAR2,030+2,030$201
WALGREENS BOOTS ALLIANCE INC 5,376 +5,376 $201
     WBA5,376+5,376$201
MATTERPORT INC 69,704 +21,983 $195
     MTTR69,704+21,983$195
CARNIVAL CORP 22,845 +22,845 $184
     CCL22,845+22,845$184
SIRIUS XM HOLDINGS INC 30,267 +535 $177
     SIRI30,267+535$177
HANESBRANDS INC 26,750 +10,388 $170
     HBI26,750+10,388$170
PETIQ INC 18,300 UNCH $169
     PETQ18,300UNCH$169
HUNTINGTON BANCSHARES INC (HBAN) 11,866 +11,866 $167
     HBAN11,866+11,866$167
CHARGEPOINT HOLDINGS INC 17,222 -932 $164
     CHPT17,222-932$164
AFFIRM HLDGS INC 16,620 +4,608 $161
     AFRM16,620+4,608$161
BARINGS BDC INC 18,368 -1,524 $150
     BBDC18,368-1,524$150
GLOBAL NET LEASE INC 11,737 UNCH $148
     GNL11,737UNCH$148
PLAINS GP HLDGS L P 11,779 +11,779 $147
     PAGP11,779+11,779$147
23ANDME HOLDING CO 67,787 -7,616 $146
     ME67,787-7,616$146
VODAFONE GROUP PLC NEW 13,395 +13,395 $136
     VOD13,395+13,395$136
MATERIALISE NV 14,919 -1,569 $131
     MTLS14,919-1,569$131
RECURSION PHARMACEUTICALS IN 16,656 -5,051 $128
     RXRX16,656-5,051$128
FUBOTV INC 67,756 +13,049 $118
     FUBO67,756+13,049$118
WARNER BROS DISCOVERY INC 12,478 +12,478 $118
     WBD12,478+12,478$118
AURORA CANNABIS INC 125,003 +49,985 $115
     ACB125,003+49,985$115
IOVANCE BIOTHERAPEUTICS INC 16,137 -2,257 $103
     IOVA16,137-2,257$103
FS CREDIT OPPORTUNITIES CORP 17,510 +17,510 $82
     FSCO17,510+17,510$82
CADIZ INC 24,000 UNCH $60
     CDZI24,000UNCH$60
KOPIN CORP 44,619 UNCH $55
     KOPN44,619UNCH$55
INVITAE CORP 24,778 -4,565 $46
     NVTA24,778-4,565$46
KULR TECHNOLOGY GROUP INC 36,763 +19,258 $44
     KULR36,763+19,258$44
FORUM ENERGY TECHNOLOGIES IN      $21
     NOTE 920,000UNCH$21
SKILLZ INC 10,838 -8,818 $5
     SKLZ10,838-8,818$5
SPECTRUM PHARMACEUTICALS INC 10,000 +10,000 $4
     SPPI10,000+10,000$4
LOTTERY COM INC 15,000 UNCH $3
     LTRY15,000UNCH$3
ECOARK HLDGS INC 10,745 +10,745 $2
     ZEST10,745+10,745$2
AMPIO PHARMACEUTICALS INC $0 (exited)
     AMPE0-17,000$0
ELEVANCE HEALTH INC $0 (exited)
     ANTM0-5,169$0
BLUEROCK RESIDENTIAL GWT REI $0 (exited)
     BRG0-13,748$0
CVB FINL CORP $0 (exited)
     CVBF0-20,497$0
INVESCO DB COMMDY INDX TRCK $0 (exited)
     DBC0-22,223$0
INVESCO DB MULTI SECTOR COMM $0 (exited)
     DBE0-22,611$0
DOCUSIGN INC $0 (exited)
     DOCU0-9,302$0
EQT CORP $0 (exited)
     EQT0-6,250$0
ISHARES INC $0 (exited)
     ESGE0-24,578$0
META PLATFORMS INC $0 (exited)
     FB0-22,666$0
FS KKR CAP CORP $0 (exited)
     FSK0-11,181$0
FIRST TR EXCHANGE TRAD FD VI $0 (exited)
     FTGC0-8,409$0
ARCIMOTO INC $0 (exited)
     FUV0-26,979$0
FIRST TR EXCHANGE TRADED FD $0 (exited)
     FXN0-11,021$0
HAYWARD HLDGS INC $0 (exited)
     HAYW0-10,000$0
HERTZ GLOBAL HLDGS INC $0 (exited)
     HTZWW0-10,840$0
ISHARES TR $0 (exited)
     IXN0-11,426$0
HUNT J B TRANS SVCS INC $0 (exited)
     JBHT0-2,158$0
NICOLET BANKSHARES INC $0 (exited)
     NCBS0-3,000$0
NATERA INC $0 (exited)
     NTRA0-4,634$0
OTTER TAIL CORP $0 (exited)
     OTTR0-3,311$0
ROBLOX CORP $0 (exited)
     RBLX0-7,990$0
SCHLUMBERGER LTD $0 (exited)
     SLB0-7,988$0
INVESCO EXCH TRADED FD TR II $0 (exited)
     SPLV0-8,926$0
THE TRADE DESK INC $0 (exited)
     TTD0-4,811$0
TWITTER INC 0 -8,248 $0 (exited)
     TWTR0-8,248$0

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

EntityShares/Amount
Change
Position Value
Change
GBIL +86,955+$8,670
SH +526,743+$8,444
SHYG +136,280+$5,572
META +20,906+$2,516
MDYV +35,158+$2,275
MDYG +34,093+$2,228
MARB +74,803+$1,509
ELV +2,873+$1,474
SPLG +30,951+$1,392
VTIP +20,828+$973
EntityShares/Amount
Change
Position Value
Change
FB -22,666-$3,075
ANTM -5,169-$2,348
ESGE -24,578-$680
DBC -22,223-$531
CVBF -20,497-$519
SPLV -8,926-$516
DBE -22,611-$512
DOCU -9,302-$497
IXN -11,426-$482
BRG -13,748-$368
EntityShares/Amount
Change
Position Value
Change
CLSA +7,072,634+$128,340
TDSC +2,774,448+$48,728
SHY +1,350,344+$109,607
BIL +314,981+$28,809
DALT +275,239+$2,649
IUSB +272,159+$12,551
JPST +265,551+$13,311
AFIF +167,145+$1,536
AESR +160,814+$3,342
FTSM +147,673+$8,783
EntityShares/Amount
Change
Position Value
Change
CLSC -9,422,335-$197,373
TDSE -2,394,767-$57,023
RPHS -2,052,455-$19,631
TDSD -1,157,567-$29,373
MFUL -927,687-$19,864
TDSB -633,011-$15,704
RULE -415,290-$8,068
MOHR -374,938-$7,339
SHV -225,371-$24,792
Size ($ in 1000's)
At 12/31/2022: $2,513,335
At 09/30/2022: $2,293,111

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

All Stocks Held By Foundations Investment Advisors LLC | www.HoldingsChannel.com

Copyright © 2013 - 2023, All Rights Reserved Nothing in Holdings Channel is intended to be investment advice, nor does it represent the opinion of, counsel from, or recommendations by BNK Invest Inc. or any of its affiliates, subsidiaries or partners. None of the information contained herein constitutes a recommendation that any particular security, portfolio, transaction, or investment strategy is suitable for any specific person. All viewers agree that under no circumstances will BNK Invest, Inc,. its subsidiaries, partners, officers, employees, affiliates, or agents be held liable for any loss or damage caused by your reliance on information obtained. By visiting, using or viewing this site, you agree to the following Full Disclaimer & Terms of Use and Privacy Policy. Video widget and videos powered by Market News Video. Quote data delayed at least 20 minutes; data powered by Ticker Technologies, and Mergent. Contact Holdings Channel; Meet Our Editorial Staff.