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Ernest J. C'DeBaca

@Foundations Investment Advisors, Llc

Latest period2024 - Q3ReportedManaged Assets$4.759BTotal holdings816
Assets growth rate15.5%Assets growth rate (2-Q avg)11.69%Continuous growth in asset value8 quarters

Portfolio positions

This chart displays the top 10 holdings in Foundations Investment Advisors, Llc's 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 816 positions.

Assets under management

The assets under management (AUM) of Foundations Investment Advisors, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 8 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 4.759B in assets, with a quarterly growth rate of 15.5% and a 2-quarter average growth rate of 11.69%. The portfolio is managed by Ernest J. C'DeBaca, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
VRTVertiv Holdings Co
Recent Activity
New Position
0.36%
$17.108M
171,953 shares@ $99.49 avg price
VCRBVanguard Malvern Fds
Recent Activity
New Position
0.36%
$16.815M
212,335 shares@ $79.2 avg price
SPGSimon Ppty Group Inc New
Recent Activity
New Position
0.12%
$5.321M
31,479 shares@ $169.03 avg price
MFICMidcap Financial Invstmnt Co
Recent Activity
New Position
0.09%
$4.172M
311,566 shares@ $13.4 avg price
SPLVInvesco Exch Traded Fd Tr Ii
Recent Activity
New Position
0.05%
$1.961M
27,333 shares@ $71.74 avg price
SPGPInvesco Exchange Traded Fd T
Recent Activity
New Position
0.04%
$1.901M
18,158 shares@ $104.68 avg price
TLTWIshares Tr
Recent Activity
New Position
0.04%
$1.511M
55,970 shares@ $27.0 avg price
JQUAJ P Morgan Exchange Traded F
Recent Activity
New Position
0.02%
$763,944
13,504 shares@ $56.58 avg price
FLDRFidelity Merrimack Str Tr
Recent Activity
New Position
0.02%
$743,938
14,817 shares@ $50.21 avg price
IYRIshares Tr
Recent Activity
New Position
0.02%
$700,794
6,879 shares@ $101.88 avg price