Fund Holdings — FOUNDATIONS INVESTMENT ADVISORS, LLC

Total Portfolio Value
$5.18B
Total Bought
$978.26M
Total Sold
$258.07M
Net Transaction
+$720.19M
Filing Period:
Securities
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SharesValue ($K)
Q3 2024
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Q4 2024
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Change
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Q3 2024
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Q4 2024
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Weight (%)
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Change
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EXCHANGE LISTED FDS TR16,3994,570,536+4,554,137876111,6722.16%+110,796
EXCHANGE LISTED FDS TR16,3994,279,429+4,263,03087687,0011.68%+86,125
EXCHANGE LISTED FDS TR16,3992,578,594+2,562,19587655,8431.08%+54,967
ISHARES TR
MSCI USA MMENTM
65,117225,033+159,91613,20346,5640.90%+33,361
INVESCO QQQ TR165,556196,185+30,62980,803100,2961.94%+19,493
INVESCO DB US DLR INDEX TR
BULLISH FD
0643,993+643,993018,9460.37%+18,946
NVIDIA CORPORATION(NVDA)529,640589,546+59,90664,31979,1701.53%+14,851
SPDR S&P 500 ETF TR(SPY)192,871214,102+21,231110,662125,4812.42%+14,819
VANGUARD INDEX FDS68,72099,439+30,71926,38440,8140.79%+14,430
SELECT SECTOR SPDR TR
ST STR SVC ETF
674,985762,151+87,16661,01973,7841.42%+12,765
ISHARES TR676,196881,449+205,25372,79285,3511.65%+12,558
AMAZON COM INC(AMZN)184,594212,522+27,92834,39546,6250.90%+12,230
APPLE INC(AAPL)341,617363,124+21,50779,59790,9341.76%+11,337
SPDR SER TR
ST STR SP400VAL
0140,733+140,733011,2870.22%+11,287
SPDR SER TR
ST STR SP400GRW
5,852133,530+127,67851311,6020.22%+11,089
ALPHABET INC(GOOG)146,100183,230+37,13024,23134,6860.67%+10,455
MICROSOFT CORP(MSFT)143,095170,860+27,76561,57472,0181.39%+10,444
ISHARES TR1,429,1261,444,022+14,896136,839146,6122.83%+9,773
TWO RDS SHARED TR46,529999,203+952,67458810,2220.20%+9,634
MICROSTRATEGY INC(MSTR)120,970103,098-17,87220,39629,8590.58%+9,464
SELECT SECTOR SPDR TR
ST STR TECHN ETF
240,830273,696+32,86654,37063,6401.23%+9,270
ISHARES TR226,236237,301+11,065130,498139,6942.70%+9,197
APOLLO GLOBAL MGMT INC(APO)051,642+51,64208,5290.16%+8,529
ISHARES TR22,50160,660+38,1594,97013,4030.26%+8,433
FIRST TR EXCHNG TRADED FD VI
FT VEST US EQUTY
0249,744+249,74407,4510.14%+7,451
VANECK ETF TRUST
SEMICONDUCTR ETF
157,983190,825+32,84238,77746,2120.89%+7,435
SELECT SECTOR SPDR TR
ST STR FINL ETF
799,682898,126+98,44436,24243,4060.84%+7,165
ISHARES TR441,292493,316+52,02487,01094,1641.82%+7,155
ISHARES TR9,90063,249+53,3491,2448,1350.16%+6,891
JPMORGAN CHASE & CO.(JPM)113,338128,304+14,96623,89930,7560.59%+6,857
PACER FDS TR
US CASH COWS 100
663,997798,210+134,21338,39945,0830.87%+6,684
ISHARES BITCOIN TRUST ETF(IBIT)252,791297,600+44,8099,13315,7880.30%+6,654
FIRST TR EXCHNG TRADED FD VI
FT LADD BUFF ETF
592,396798,986+206,59017,70724,3450.47%+6,638
INVESCO EXCHANGE TRADED FD T
S&P MDCP MOMNTUM
168,436216,405+47,96920,26826,7320.52%+6,465
CITIGROUP INC(C)261,465319,669+58,20416,36822,5020.43%+6,134
BLACKROCK ETF TRUST
ISHARES US EQUIT
1,910,8871,960,908+50,02194,532100,4971.94%+5,965
ISHARES TR1,41920,956+19,5374036,0320.12%+5,629
TESLA INC(TSLA)34,69436,101+1,4079,07714,5790.28%+5,502
VANGUARD INDEX FDS25,21457,614+32,4004,4029,7540.19%+5,353
INVESCO EXCH TRADED FD TR II16,399338,167+321,7688766,1140.12%+5,238
LAM RESEARCH CORP(LRCX)070,986+70,98605,1270.10%+5,127
INVESCO EXCH TRADED FD TR II
SR LN ETF
417,266655,275+238,0098,76713,8070.27%+5,040
ISHARES TR
MSCI USA QLT FCT
660,369692,942+32,573118,404123,3992.38%+4,995
ORACLE CORP(ORCL)131,875164,593+32,71822,47227,4280.53%+4,956
EXCHANGE LISTED FDS TR16,399268,378+251,9798765,7490.11%+4,873
GRAYSCALE BITCOIN TRUST ETF(GBTC)114,446143,835+29,3895,78010,6470.21%+4,867
PROSHARES TR
PSHS ULT S&P 500
16,67868,760+52,0821,5046,3610.12%+4,857
SELECT SECTOR SPDR TR
ST STR DISCR ETF
24,26742,804+18,5374,8629,6030.19%+4,741
VISA INC(V)49,99457,718+7,72413,74618,2410.35%+4,495
ISHARES TR
HIGH YLD SYSTM B
10,321102,546+92,2254964,8210.09%+4,325
3M CO(MMM)4,19537,432+33,2375734,8320.09%+4,259
CHENIERE ENERGY INC(LNG)58,41168,652+10,24110,50514,7510.28%+4,247
DOUBLELINE ETF TRUST
SHIL CAP U S ETF
140,309279,300+138,9914,1528,3700.16%+4,218
BROADCOM INC(AVGO)25,90737,289+11,3824,4698,6450.17%+4,176
MCKESSON CORP(MCK)20,30124,621+4,32010,03714,0320.27%+3,995
VERTIV HOLDINGS CO(VRT)171,953185,512+13,55917,10821,0760.41%+3,968
META PLATFORMS INC(META)51,25056,875+5,62529,33833,3010.64%+3,963
GOLDMAN SACHS GROUP INC(GS)1,8048,315+6,5118934,7610.09%+3,868
MASTERCARD INCORPORATED(MA)25,42230,593+5,17112,55316,1090.31%+3,556
TWO RDS SHARED TR
ANFIELD US EQU
4,835,2034,959,183+123,98082,16385,7161.65%+3,553
SALESFORCE INC(CRM)31,72136,473+4,7528,68212,1940.24%+3,512
INVESCO EXCH TRADED FD TR II
S&P SMALLCAP 600
32,637107,253+74,6161,4924,9080.09%+3,416
ISHARES TR318,530370,039+51,50930,51833,9250.65%+3,407
SPDR GOLD TR(GLD)258,121272,812+14,69162,73966,0561.28%+3,317
VANGUARD WORLD FD60,55666,189+5,63319,49622,7300.44%+3,234
VANGUARD WHITEHALL FDS36,12860,752+24,6244,6327,7510.15%+3,120
VANGUARD SPECIALIZED FUNDS11,26727,094+15,8272,2325,3060.10%+3,074
BLACKROCK ETF TRUST II519,458593,293+73,83527,80730,8630.60%+3,057
SELECT SECTOR SPDR TR
ST STR INDL ETF
152,428178,778+26,35020,64523,5560.45%+2,911
PALANTIR TECHNOLOGIES INC(PLTR)61,99868,805+6,8072,3065,2040.10%+2,897
VANGUARD INDEX FDS78,36286,544+8,18222,18925,0810.48%+2,892
PACER FDS TR
ARIST HIGH ETF
816,343873,558+57,21538,76841,5290.80%+2,761
SPDR SER TR
ST STR CONV ETF
6,98042,037+35,0575353,2740.06%+2,740
ISHARES TR2,83538,006+35,1712072,8710.06%+2,664
MORGAN STANLEY(MS)61,38071,945+10,5656,3989,0450.17%+2,647
SOUTHERN CO(SO)105,001146,632+41,6319,46912,0710.23%+2,602
COINBASE GLOBAL INC(COIN)4,56913,614+9,0458143,3800.07%+2,566
ISHARES GOLD TR(IAU)545,151598,862+53,71127,09429,6500.57%+2,556
ARQIT QUANTUM INC(ARQQ)0933,000+933,00002,4890.05%+2,489
FIDELITY COMWLTH TR032,520+32,52002,4730.05%+2,473
PALO ALTO NETWORKS INC(PANW)26,20762,163+35,9568,95811,3110.22%+2,353
ISHARES INC
MSCI EMRG CHN
598,711701,847+103,13636,58738,9170.75%+2,330
VANGUARD INDEX FDS011,645+11,64502,3080.04%+2,308
VANGUARD WORLD FD018,407+18,40702,2990.04%+2,299
WILLIAMS COS INC(WMB)143,017162,799+19,7826,5298,8110.17%+2,282
SELECT SECTOR SPDR TR
ST STR CARE ETF
320,842375,482+54,64049,41651,6551.00%+2,239
ASML HOLDING N V
N Y REGISTRY SHS
19,24926,322+7,07316,04018,2430.35%+2,204
DOUBLELINE ETF TRUST
COMMO STRAT ETF
534,498614,742+80,24413,51715,6820.30%+2,165
VANGUARD INDEX FDS2,56716,003+13,4364302,5890.05%+2,158
ISHARES TR13,55621,851+8,2952,9835,1410.10%+2,158
CHEVRON CORP NEW(CVX)124,376141,082+16,70618,31720,4340.39%+2,117
BLACKSTONE INC(BX)42,22049,666+7,4466,4658,5630.17%+2,098
COSTCO WHSL CORP NEW(COST)14,64216,445+1,80312,98015,0680.29%+2,088
AMERICAN CENTY ETF TR031,192+31,19202,0830.04%+2,083
ALTRIA GROUP INC(MO)224,176258,610+34,43411,44213,5230.26%+2,081
DOUBLELINE ETF TRUST
FORT 500 EQU ETF
42,432115,929+73,4971,2323,2820.06%+2,051
J P MORGAN EXCHANGE TRADED F
US MOMENTUM
034,465+34,46502,0080.04%+2,008
SCHWAB STRATEGIC TR247,584810,412+562,82816,79918,7850.36%+1,987
ISHARES TR
CONV BD ETF
54,23176,754+22,5234,5386,5220.13%+1,984
SEMPRA(SRE)67,12286,390+19,2685,6137,5780.15%+1,965
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FOUNDATIONS INVESTMENT ADVISORS, LLC — 13F Holdings — Q4 2024 | TickerTrail