Fund HoldingsFOUNDATIONS INVESTMENT ADVISORS, LLC

Total Portfolio Value
$3.02B
Total Bought
$766.03M
Total Sold
$544.96M
Net Transaction
+$221.08M
Filing Period:
Securities
SharesValue ($K)
Q1 2023
Q2 2023
Change
Q1 2023
Q2 2023
Weight (%)
Change
EXCHANGE LISTED FDS TR1,449,7005,213,587+3,763,88729,211105,7323.50%+76,520
ISHARES TR359,644820,378+460,73439,74190,6113.00%+50,870
ISHARES TR
MSCI USA QLT FCT
192,666516,985+324,31923,90369,7262.31%+45,823
SPDR SER TR
ST STR BLO 1 ETF
1,123,8451,604,219+480,374103,191147,2994.88%+44,108
ISHARES TR208,135282,910+74,77585,560126,0964.17%+40,536
ISHARES TR
CORE UNIVRSL USD
1,333,3362,065,195+731,85961,53393,9043.11%+32,371
SELECT SECTOR SPDR TR
ST STR TECHN ETF
188,634323,218+134,58428,48656,1951.86%+27,709
EXCHANGE LISTED FDS TR386,2921,301,110+914,8187,40125,5410.85%+18,139
SPDR S&P 500 ETF TR(SPY)65,78098,238+32,45826,93043,5471.44%+16,617
ISHARES TR0146,673+146,673014,3670.48%+14,367
ISHARES TR344,367479,787+135,42032,26045,7761.52%+13,516
APPLE INC(AAPL)193,579229,761+36,18231,92144,5671.48%+12,646
SELECT SECTOR SPDR TR
ST STR SVC ETF
0192,821+192,821012,5490.42%+12,549
SPDR SER TR
ST STR TIPS ETF
0392,501+392,501010,1420.34%+10,142
SELECT SECTOR SPDR TR
ST STR CARE ETF
143,862211,418+67,55618,62428,0620.93%+9,437
SELECT SECTOR SPDR TR
ST STR STAPL ETF
170,085296,596+126,51112,70721,9990.73%+9,291
MICROSOFT CORP(MSFT)57,29074,307+17,01716,51725,3050.84%+8,788
ISHARES TR158,010214,374+56,36414,66523,3390.77%+8,674
ISHARES TR
US TREAS BD ETF
320,291692,961+372,6707,48815,8690.53%+8,380
ALPHABET INC(GOOG)093,747+93,747011,2210.37%+11,221
AMAZON COM INC(AMZN)89,161124,320+35,1599,20916,2060.54%+6,997
SELECT SECTOR SPDR TR
ST STR DISCR ETF
51,80085,299+33,4997,74614,4850.48%+6,738
TWO RDS SHARED TR
ANFIELD US EQU
2,126,7092,519,931+393,22225,56332,2051.07%+6,642
NVIDIA CORPORATION(NVDA)20,26627,155+6,8895,62911,4870.38%+5,858
TWO RDS SHARED TR2,586,3293,224,007+637,67821,62227,4040.91%+5,782
ISHARES TR242,694305,943+63,24922,99028,5340.94%+5,543
ISHARES TR
MSCI USA MIN ETF
305,859361,646+55,78722,24826,8810.89%+4,633
VANGUARD INDEX FDS30,72639,564+8,83811,55516,1130.53%+4,558
GOLDMAN SACHS PHYSICAL GOLD(AAAU)0325,546+325,54606,1970.21%+6,197
TESLA INC(TSLA)44,45851,768+7,3109,22313,5510.45%+4,328
SSGA ACTIVE TR
STATE STREET US
097,469+97,46904,2260.14%+4,226
VANGUARD SCOTTSDALE FDS
VNG RUS1000VAL
057,283+57,28303,9650.13%+3,965
FIRST TR EXCHNG TRADED FD VI
FT VEST U.S EQT
0127,880+127,88003,8520.13%+3,852
TWO RDS SHARED TR
ANFIELD DYNAMIC
1,534,4412,001,190+466,74913,09616,9200.56%+3,824
META PLATFORMS INC(META)21,34029,003+7,6634,5238,3230.28%+3,800
FIRST TR EXCHNG TRADED FD VI
SMITH OPPORT FXD
086,495+86,49503,8210.13%+3,821
SELECT SECTOR SPDR TR
ST STR INDL ETF
65,15893,539+28,3816,59310,0390.33%+3,446
SPDR SER TR
ST STR P500ETF
087,991+87,99104,5850.15%+4,585
ALTRIA GROUP INC(MO)087,762+87,76203,9760.13%+3,976
MASTERCARD INCORPORATED(MA)013,930+13,93005,4780.18%+5,478
INVESCO QQQ TR31,68835,733+4,04510,17013,2000.44%+3,031
INVESCO ACTVELY MNGD ETC FD
OPTIMUM YIELD
490,854733,928+243,0746,9809,9850.33%+3,005
VISA INC(V)028,125+28,12506,6790.22%+6,679
FIRST TR EXCHNG TRADED FD VI
FT VEST U.S EQT
092,587+92,58702,8920.10%+2,892
MAIN STR CAP CORP(MAIN)071,407+71,40702,8580.09%+2,858
PCM FD INC0266,772+266,77202,5690.09%+2,569
ARES DYNAMIC CR ALLOCATION F0206,695+206,69502,5490.08%+2,549
WISDOMTREE TR(WT)063,417+63,41702,5470.08%+2,547
APOLLO TACTICAL INCOME FD IN0200,724+200,72402,5470.08%+2,547
ETFIS SER TR I
VIRTUS INFRCAP
0128,433+128,43302,5220.08%+2,522
SPDR SER TR
ST STR P400MID
256,103299,358+43,25511,25313,7380.45%+2,484
PGIM HIGH YIELD BOND FUND IN0197,438+197,43802,4520.08%+2,452
PIONEER HIGH INCOME FUND INC0363,134+363,13402,4400.08%+2,440
BLACKROCK MULTI SECTOR INC T0168,226+168,22602,4170.08%+2,417
ISHARES U S ETF TR
GSCI CMDTY STGY
091,857+91,85702,3860.08%+2,386
ABRDN ETFS0117,197+117,19702,3630.08%+2,363
VANGUARD WELLINGTON FD044,687+44,68705,0970.17%+5,097
FIRST TR EXCHANGE TRAD FD VI
FST TR GLB FD
0158,884+158,88403,6180.12%+3,618
ISHARES TR174,729214,426+39,6979,70411,9160.39%+2,211
INTERNATIONAL FLAVORS&FRAGRA(IFF)027,297+27,29702,1730.07%+2,173
ISHARES TR042,032+42,03202,1610.07%+2,161
INVESCO EXCH TRADED FD TR II
NASDAQ 100 ETF
013,869+13,86902,1080.07%+2,108
VANGUARD INDEX FDS014,137+14,13702,1040.07%+2,104
ISHARES TR026,192+26,19204,1530.14%+4,153
VANGUARD BD INDEX FDS031,775+31,77502,3810.08%+2,381
VANGUARD INDEX FDS011,717+11,71701,9380.06%+1,938
JPMORGAN CHASE & CO(JPM)61,50068,303+6,8038,0149,9340.33%+1,920
IQVIA HLDGS INC(IQV)018,413+18,41304,1390.14%+4,139
PROSHARES TR356,486512,208+155,7225,3477,1090.24%+1,762
EXXON MOBIL CORP(XOM)81,04499,199+18,1558,88710,6390.35%+1,752
BOEING CO(BA)019,839+19,83904,1890.14%+4,189
LILLY ELI & CO(LLY)07,091+7,09103,3260.11%+3,326
ISHARES TR016,055+16,05501,7140.06%+1,714
ISHARES GOLD TR(IAU)297,953352,819+54,86611,13512,8390.43%+1,705
PALO ALTO NETWORKS INC(PANW)012,095+12,09503,0900.10%+3,090
ISHARES TR07,332+7,33201,9170.06%+1,917
ACCENTURE PLC IRELAND
SHS CLASS A
68,60468,923+31919,60821,2680.70%+1,661
VANGUARD INDEX FDS35,62036,859+1,2398,88510,4300.35%+1,545
AMERICAN CENTY ETF TR087,644+87,64403,9990.13%+3,999
UNITEDHEALTH GROUP INC(UNH)17,19920,030+2,8318,1289,6270.32%+1,499
AMERICAN CENTY ETF TR117,148142,613+25,4656,1967,6740.25%+1,478
ADOBE SYSTEMS INCORPORATED(ADBE)06,317+6,31703,0890.10%+3,089
FIRST TR EXCHNG TRADED FD VI
FT VEST NAS
066,195+66,19501,4730.05%+1,473
NETFLIX INC(NFLX)06,390+6,39002,8150.09%+2,815
CITIGROUP INC(C)0108,221+108,22104,9820.16%+4,982
DIREXION SHS ETF TR
DIREXION HCM
051,594+51,59401,3410.04%+1,341
FIRST TR EXCHNG TRADED FD VI
FT VEST U.S
063,324+63,32401,3180.04%+1,318
FIRST TR EXCHANGE-TRADED FD66,59982,237+15,6384,8586,1740.20%+1,317
AMERICAN CENTY ETF TR053,382+53,38204,0140.13%+4,014
ELEVANCE HEALTH INC(ELV)07,038+7,03803,1270.10%+3,127
VANGUARD INDEX FDS08,167+8,16701,7980.06%+1,798
ISHARES INC
CORE MSCI EMKT
418,090439,415+21,32520,39921,6590.72%+1,260
SALESFORCE INC(CRM)011,717+11,71702,4750.08%+2,475
COLLABORATIVE INVESTMNT SER
MINDFUL CNSRVTV
0105,848+105,84802,3040.08%+2,304
ASML HOLDING N V
N Y REGISTRY SHS
05,070+5,07003,6750.12%+3,675
LINDE PLC(LIN)04,769+4,76901,8170.06%+1,817
SCHWAB CHARLES CORP(SCHW)058,026+58,02603,2890.11%+3,289
ISHARES TR043,643+43,64302,9430.10%+2,943
VANGUARD SCOTTSDALE FDS
LONG TERM TREAS
121,231143,163+21,9327,9429,0950.30%+1,153
PROSHARES TR
PSHS ULT S&P 500
075,859+75,85904,4110.15%+4,411
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