Fund HoldingsFOUNDATIONS INVESTMENT ADVISORS, LLC

Total Portfolio Value
$4.12B
Total Bought
$664.02M
Total Sold
$384.17M
Net Transaction
+$279.85M
Filing Period:
Securities
SharesValue ($K)
Q1 2024
Q2 2024
Change
Q1 2024
Q2 2024
Weight (%)
Change
ISHARES TR1,020,3491,248,891+228,54286,158115,5722.80%+29,414
ISHARES TR425,236686,334+261,09844,13570,2121.70%+26,077
SELECT SECTOR SPDR TR
ST STR SVC ETF
277,280568,136+290,85622,64348,6661.18%+26,024
TWO RDS SHARED TR
ANFIELD US EQU
3,156,0944,573,412+1,417,31849,14074,8161.82%+25,676
BLACKROCK ETF TRUST
ISHARES US EQUIT
1,312,0471,731,111+419,06458,25581,2581.97%+23,003
FIRST TR EXCHNG TRADED FD VI
FT VE U.S. EQ BU
222,653820,459+597,8066,83125,0810.61%+18,250
FIRST TR EXCHNG TRADED FD VI
FT LADD BUFF ETF
0581,864+581,864016,8280.41%+16,828
NVIDIA CORPORATION(NVDA)43,276443,590+400,31439,10254,8011.33%+15,699
SELECT SECTOR SPDR TR
ST STR DISCR ETF
0104,432+104,432019,0480.46%+19,048
TWO RDS SHARED TR
ANFIELD DYNAMIC
2,972,3144,657,328+1,685,01425,35439,5410.96%+14,187
ISHARES INC
CORE MSCI EMKT
0404,638+404,638021,6600.53%+21,660
SPDR SER TR
ST STR BLO 1 ETF
01,514,445+1,514,4450138,9963.37%+138,996
ISHARES TR0273,153+273,153011,7480.29%+11,748
J P MORGAN EXCHANGE TRADED F
EQUITY PREMIUM
61,405265,235+203,8303,55315,0340.36%+11,481
APPLE INC(AAPL)0291,868+291,868061,4731.49%+61,473
ISHARES TR0179,953+179,953010,1350.25%+10,135
PROSHARES TR
PSHS ULT S&P 500
0118,477+118,47709,7860.24%+9,786
PACER FDS TR
ARIST HIGH ETF
600,627789,904+189,27728,56637,5600.91%+8,994
ETF SER SOLUTIONS
APTUS DRAWDOWN
0229,266+229,266010,0280.24%+10,028
FIRST TR EXCHNG TRADED FD VI
VEST US EQUITY M
0259,258+259,25807,7130.19%+7,713
PACER FDS TR
US CASH COWS 100
524,820697,333+172,51330,49737,9980.92%+7,500
ISHARES TR358,564408,708+50,14466,98374,3891.81%+7,406
INVESCO EXCHANGE TRADED FD T
S&P MDCP MOMNTUM
160,256215,906+55,65018,40724,6110.60%+6,204
ISHARES TR0365,535+365,535033,5490.81%+33,549
ISHARES TR
MSCI USA QLT FCT
587,885599,773+11,88896,619102,4172.49%+5,798
SPDR GOLD TR(GLD)235,063225,962-9,10143,16648,5841.18%+5,418
ORACLE CORP(ORCL)95,278122,376+27,09811,96817,2790.42%+5,312
ISHARES TR
INVT GRAD SY ETF
0116,286+116,28605,1580.13%+5,158
LAM RESEARCH CORP(LRCX)05,569+5,56905,9300.14%+5,930
NOVO-NORDISK A S(NVO)98,515123,637+25,12212,64917,6480.43%+4,999
ISHARES TR066,563+66,56304,9780.12%+4,978
SELECT SECTOR SPDR TR
ST STR TECHN ETF
197,115203,353+6,23841,05346,0051.12%+4,951
UNITEDHEALTH GROUP INC(UNH)35,07943,707+8,62817,35422,2580.54%+4,905
ADOBE INC(ADBE)025,063+25,063013,9230.34%+13,923
INNOVATOR ETFS TRUST
US EQTY PWR BUF
0130,631+130,63104,6530.11%+4,653
ELI LILLY & CO(LLY)20,78022,926+2,14616,16620,7570.50%+4,591
VANGUARD INDEX FDS74,33480,416+6,08225,58630,0760.73%+4,491
AMAZON COM INC(AMZN)155,427168,202+12,77528,03632,5050.79%+4,469
ISHARES TR210,624218,612+7,98828,44732,9010.80%+4,454
VANGUARD WORLD FD68,86176,495+7,63419,73624,0360.58%+4,299
EXCHANGE LISTED FDS TR0193,067+193,06704,1100.10%+4,110
INVESCO EXCH TRADED FD TR II
SR LN ETF
0216,312+216,31204,5510.11%+4,551
VANECK ETF TRUST
BDC INCOME ETF
0233,724+233,72403,9990.10%+3,999
ISHARES U S ETF TR
IT RT HDG HGYL
046,791+46,79103,9770.10%+3,977
FRANKLIN TEMPLETON ETF TR
SENIOR LOAN ETF
0162,048+162,04803,9560.10%+3,956
ISHARES U S ETF TR
INT RT HDG C B
042,333+42,33303,9340.10%+3,934
ALPHABET INC(GOOG)130,011129,189-82219,62323,5320.57%+3,909
VIRTUS ETF TR II
SEIX SR LN ETF
0162,885+162,88503,8820.09%+3,882
MICROSOFT CORP(MSFT)103,955106,528+2,57343,73647,6131.16%+3,877
JANUS DETROIT STR TR
B-BBB CLO ETF
077,011+77,01103,7870.09%+3,787
EXXON MOBIL CORP162,912196,395+33,48318,93722,6090.55%+3,672
ASML HOLDING N V
N Y REGISTRY SHS
13,37416,227+2,85312,97916,5960.40%+3,617
ISHARES INC
MSCI EMRG CHN
385,843435,491+49,64822,21325,7810.63%+3,568
ELEVANCE HEALTH INC(ELV)19,65625,244+5,58810,19213,6790.33%+3,486
SCHWAB STRATEGIC TR150,070196,622+46,5529,31312,6330.31%+3,320
SPDR SER TR
ST STR SP400VAL
64,183110,333+46,1504,8788,0480.20%+3,170
BLACKROCK ETF TRUST II345,959408,098+62,13918,14921,3030.52%+3,154
SPDR SER TR
ST STR SP400GRW
62,646101,985+39,3395,4688,5730.21%+3,104
CHENIERE ENERGY INC(LNG)37,89452,481+14,5876,1129,1750.22%+3,064
PALO ALTO NETWORKS INC(PANW)023,886+23,88608,0980.20%+8,098
BOEING CO(BA)068,006+68,006012,3780.30%+12,378
MCKESSON CORP(MCK)12,66916,167+3,4986,8029,4420.23%+2,640
CHEVRON CORP NEW(CVX)109,561127,021+17,46017,28219,8690.48%+2,587
VANGUARD INDEX FDS048,068+48,068024,0400.58%+24,040
ISHARES TR348,591392,177+43,58620,11422,4680.55%+2,354
FIDELITY MERRIMACK STR TR0180,696+180,69608,1190.20%+8,119
VANGUARD INDEX FDS65,59472,112+6,51817,04819,2910.47%+2,243
ISHARES TR274,490299,401+24,91125,36827,4880.67%+2,120
ISHARES GOLD TR(IAU)495,959521,262+25,30320,83522,8990.56%+2,064
NOVARTIS AG(NVS)063,815+63,81506,7940.16%+6,794
ALIBABA GROUP HLDG LTD(BABA)87,379115,184+27,8056,3238,2930.20%+1,971
FIRST TR EXCHNG TRADED FD VI
FT VEST NAS
070,105+70,10501,8560.05%+1,856
ISHARES TR025,632+25,63202,4000.06%+2,400
SELECT SECTOR SPDR TR
ST STR STAPL ETF
150,690173,795+23,10511,50713,3090.32%+1,803
ISHARES TR011,440+11,44004,1700.10%+4,170
ISHARES SILVER TR(SLV)0356,249+356,24909,4660.23%+9,466
ISHARES TR047,874+47,87401,7680.04%+1,768
FIRST TR EXCHNG TRADED FD VI
FT VEST U.S EQT
082,796+82,79602,8240.07%+2,824
FIRST TR EXCHNG TRADED FD VI
FT VEST US EQT
035,124+35,12401,7000.04%+1,700
WORLD GOLD TR(GLDM)035,821+35,82101,6510.04%+1,651
CITIGROUP INC(C)204,340229,255+24,91512,92214,5490.35%+1,626
SCHWAB CHARLES FAMILY FD01,595,615+1,595,61501,5960.04%+1,596
INNOVATOR ETFS TRUST
US EQTY PWR BUF
207,591244,259+36,6687,5979,1620.22%+1,565
FIRST TR EXCHNG TRADED FD VI
FT VEST DEEP ETF
063,848+63,84801,5530.04%+1,553
SSGA ACTIVE TR
STATE STREET US
0135,519+135,51906,8970.17%+6,897
GOLDMAN SACHS ETF TR014,075+14,07501,5050.04%+1,505
WISDOMTREE TR(WT)116,728125,517+8,78912,66514,1610.34%+1,496
SELECT SECTOR SPDR TR
ST STR ENERG ETF
032,412+32,41202,9540.07%+2,954
SPDR SER TR
ST STR R1K LOWV
09,600+9,60001,4650.04%+1,465
FIDELITY COMWLTH TR020,654+20,65401,4440.04%+1,444
DOUBLELINE ETF TRUST
SHIL CAP U S ETF
051,554+51,55401,4290.03%+1,429
AMERICAN CENTY ETF TR270,976300,117+29,14117,27218,6850.45%+1,413
JPMORGAN CHASE & CO.(JPM)89,21095,156+5,94617,86919,2460.47%+1,377
ISHARES TR019,179+19,17902,3200.06%+2,320
COSTCO WHSL CORP NEW(COST)05,173+5,17304,3970.11%+4,397
ISHARES TR0121,395+121,395012,9630.31%+12,963
VANGUARD WORLD FD
INF TECH ETF
06,888+6,88803,9710.10%+3,971
LOCKHEED MARTIN CORP(LMT)016,689+16,68907,7950.19%+7,795
FREEPORT-MCMORAN INC(FCX)115,102137,278+22,1765,4126,6720.16%+1,260
DOUBLELINE ETF TRUST
OPPO CORE BD ETF
027,139+27,13901,2320.03%+1,232
Page 1 of 1