Fund HoldingsFOUNDATIONS INVESTMENT ADVISORS, LLC

Total Portfolio Value
$3.25B
Total Bought
$714.37M
Total Sold
$469.00M
Net Transaction
+$245.37M
Filing Period:
Securities
SharesValue ($K)
Q2 2023
Q3 2023
Change
Q2 2023
Q3 2023
Weight (%)
Change
INVESCO EXCH TRD SLF IDX FD(IVZ)04,368,973+4,368,973092,7532.86%+92,753
ISHARES TR0617,204+617,204042,2291.30%+42,229
INNOVATOR ETFS TR
QUITY MANAGD FLR
01,404,804+1,404,804036,0051.11%+36,005
INNOVATOR ETFS TR
US EQT ULTRA BF
01,026,907+1,026,907028,9900.89%+28,990
FIRST TR EXCHNG TRADED FD VI
FT VEST US EQT
0676,198+676,198022,9700.71%+22,970
ISHARES TR0140,542+140,542021,6210.67%+21,621
INVESCO QQQ TR35,73393,206+57,47313,20033,3931.03%+20,193
ISHARES TR
TRS FLT RT BD
0357,846+357,846018,1570.56%+18,157
VANECK ETF TRUST
SEMICONDUCTR ETF
0123,712+123,712017,9360.55%+17,936
ISHARES TR01,050,171+1,050,171051,3851.58%+51,385
INNOVATOR ETFS TR
US EQTY PWR BUF
0372,697+372,697012,5600.39%+12,560
VANGUARD WORLD FDS
COMM SRVC ETF
0116,566+116,566012,2620.38%+12,262
SPDR S&P 500 ETF TR(SPY)98,238130,132+31,89443,54755,6291.71%+12,082
ISHARES TR7,33250,735+43,4031,91712,6510.39%+10,734
SELECT SECTOR SPDR TR
ST STR INDL ETF
0103,355+103,355010,4780.32%+10,478
SELECT SECTOR SPDR TR
ST STR DISCR ETF
85,299154,835+69,53614,48524,9250.77%+10,441
ISHARES TR0517,511+517,511041,9031.29%+41,903
ISHARES TR0105,835+105,83509,3860.29%+9,386
VANGUARD INDEX FDS36,85966,873+30,01410,43018,2100.56%+7,781
ISHARES TR080,329+80,32908,3320.26%+8,332
GOLDMAN SACHS ETF TR073,962+73,96207,4040.23%+7,404
INNOVATOR ETFS TR
US EQTY BUFR JUL
0207,051+207,05107,1370.22%+7,137
FIRST TR EXCHNG TRADED FD VI
FT VEST US EQT
0182,915+182,91507,0150.22%+7,015
SELECT SECTOR SPDR TR
ST STR ENERG ETF
0100,061+100,06109,0440.28%+9,044
ISHARES TR076,180+76,18007,6690.24%+7,669
PACER FDS TR
ARIST HIGH ETF
0369,289+369,289017,2400.53%+17,240
SPDR SER TR
ST STR BLO 1 ETF
1,604,2191,670,958+66,739147,299153,4274.72%+6,128
PACER FDS TR
US CASH COWS 100
0355,969+355,969017,5960.54%+17,596
SPDR DOW JONES INDL AVERAGE(DIA)017,247+17,24705,7770.18%+5,777
ISHARES TR282,910304,693+21,783126,096130,8444.03%+4,748
SELECT SECTOR SPDR TR
ST STR SVC ETF
192,821260,233+67,41212,54917,0630.53%+4,515
ETF SER SOLUTIONS
LHA MKT ST TACTL
0168,618+168,61804,4100.14%+4,410
RBB FD INC
MOTLEY FOL ETF
0109,308+109,30804,2960.13%+4,296
FIRST TR EXCH TRD ALPHDX FD
GERMANY ALPHA
0115,990+115,99004,1990.13%+4,199
ISHARES TR058,167+58,16705,9340.18%+5,934
NVIDIA CORPORATION(NVDA)27,15535,079+7,92411,48715,2590.47%+3,772
EXXON MOBIL CORP99,199122,562+23,36310,63914,4110.44%+3,772
WISDOMTREE TR(WT)042,913+42,91303,7870.12%+3,787
TWO RDS SHARED TR3,224,0073,641,251+417,24427,40430,8980.95%+3,494
NOVO-NORDISK A S(NVO)038,303+38,30303,4830.11%+3,483
VANGUARD SCOTTSDALE FDS
SHORT TERM TREAS
01,055,831+1,055,831060,8161.87%+60,816
TWO RDS SHARED TR
ANFIELD US EQU
2,519,9312,910,590+390,65932,20535,5701.10%+3,366
VANGUARD INDEX FDS39,56449,284+9,72016,11319,3540.60%+3,240
FIRST TR EXCHANGE-TRADED FD
RISNG DIVD ACHIV
0184,434+184,43408,4750.26%+8,475
CHEVRON CORP NEW(CVX)084,819+84,819014,3020.44%+14,302
INNOVATOR ETFS TR
US EQTY ULTRA B
0101,127+101,12702,9710.09%+2,971
WALMART INC(WMT)030,201+30,20104,8300.15%+4,830
PACER FDS TR
US SM CAP CA ETF
0141,437+141,43705,8980.18%+5,898
CHENIERE ENERGY INC(LNG)016,749+16,74902,7800.09%+2,780
VANGUARD SCOTTSDALE FDS
INT-TERM CORP
0117,489+117,48908,9270.27%+8,927
AMERICAN CENTY ETF TR0204,769+204,769011,3950.35%+11,395
FIRST TR NASDAQ 100 TECH IND018,550+18,55002,6950.08%+2,695
UNITEDHEALTH GROUP INC(UNH)20,03024,439+4,4099,62712,3220.38%+2,695
FIRST TR EXCHNG TRADED FD VI
FT VEST US EQT
092,276+92,27602,9200.09%+2,920
SPDR SER TR
ST STR SW SERV
019,908+19,90802,5260.08%+2,526
MERCK & CO INC(MRK)068,755+68,75507,0780.22%+7,078
VANGUARD WELLINGTON FD44,68767,382+22,6955,0977,5680.23%+2,470
INVESCO ACTVELY MNGD ETC FD
OPTIMUM YIELD
733,928832,108+98,1809,98512,4400.38%+2,455
INNOVATOR ETFS TR
US EQTY PWR BUF
070,557+70,55702,2830.07%+2,283
INNOVATOR ETFS TR
US EQT ULTRA BF
078,504+78,50402,2500.07%+2,250
NOVARTIS AG(NVS)035,523+35,52303,6180.11%+3,618
INVESCO EXCHANGE TRADED FD T
S&P MDCP MOMNTUM
027,165+27,16502,1870.07%+2,187
ELI LILLY & CO(LLY)7,09110,040+2,9493,3265,3930.17%+2,067
BERKSHIRE HATHAWAY INC DEL018,691+18,69106,5470.20%+6,547
TWO RDS SHARED TR
ANFIELD DYNAMIC
2,001,1902,286,957+285,76716,92018,8220.58%+1,902
ISHARES TR027,275+27,27501,8260.06%+1,826
PACER FDS TR
DEVELOPED MRKT
060,587+60,58701,8100.06%+1,810
SPDR SER TR
ST STR FACTSET
014,388+14,38801,7800.05%+1,780
INNOVATOR ETFS TR
US EQTY PWR BF
057,135+57,13501,7740.05%+1,774
SPDR SER TR
ST STR SP AERO
015,601+15,60101,7490.05%+1,749
VANGUARD WELLINGTON FD057,178+57,17805,4990.17%+5,499
SPDR SER TR
ST STR SP SEMI
08,787+8,78701,7220.05%+1,722
ELEVANCE HEALTH INC(ELV)7,03811,110+4,0723,1274,8380.15%+1,711
ALBEMARLE CORP(ALB)09,533+9,53301,6210.05%+1,621
VANGUARD BD INDEX FDS046,639+46,63903,2540.10%+3,254
FREEPORT-MCMORAN INC(FCX)052,623+52,62301,9620.06%+1,962
PFIZER INC(PFE)0216,955+216,95507,1960.22%+7,196
ISHARES TR022,922+22,92202,0940.06%+2,094
ENBRIDGE INC(ENB)0138,716+138,71604,6040.14%+4,604
TELEDYNE TECHNOLOGIES INC(TDY)03,571+3,57101,4590.04%+1,459
ISHARES GOLD TR(IAU)352,819408,211+55,39212,83914,2830.44%+1,444
ISHARES INC079,147+79,14701,3570.04%+1,357
VANGUARD SCOTTSDALE FDS
SHRT TRM CORP BD
0106,487+106,48708,0030.25%+8,003
ETF SER SOLUTIONS055,301+55,30101,3150.04%+1,315
WISDOMTREE TR(WT)043,764+43,76401,2950.04%+1,295
IQVIA HLDGS INC(IQV)18,41327,205+8,7924,1395,3530.16%+1,214
SPDR SER TR
ST STR P400MID
299,358340,571+41,21313,73814,9140.46%+1,176
SELECT SECTOR SPDR TR
ST STR FINL ETF
059,612+59,61201,9770.06%+1,977
TWO RDS SHARED TR
ANFIELD UNVL ETF
01,014,301+1,014,30109,0270.28%+9,027
CVS HEALTH CORP(CVS)036,370+36,37002,5390.08%+2,539
SPDR SER TR014,655+14,65501,0640.03%+1,064
VANGUARD INDEX FDS029,493+29,49306,2650.19%+6,265
ISHARES TR214,426258,229+43,80311,91612,9530.40%+1,037
ISHARES TR020,159+20,15901,8990.06%+1,899
CITIGROUP INC(C)108,221145,454+37,2334,9825,9830.18%+1,000
BOEING CO(BA)19,83927,070+7,2314,1895,1890.16%+1,000
MASTERCARD INCORPORATED(MA)13,93016,341+2,4115,4786,4700.20%+991
ENTERPRISE PRODS PARTNERS L(EPD)073,693+73,69302,0170.06%+2,017
SPDR SER TR
ST STR SP HCEQ
012,364+12,36409650.03%+965
SPDR SER TR
ST STR SP BIOT
013,100+13,10009570.03%+957
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