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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
MDYVSpdr Ser Tr
Recent Activity
Exited
0%
$8.048M
110,333 shares@ $72.94 avg price
XAIFXApollo Tactical Income Fd In
Recent Activity
Exited
0%
$4.137M
282,552 shares@ $14.64 avg price
JANJInnovator Etfs Trust
Recent Activity
Exited
0%
$2.623M
106,218 shares@ $24.69 avg price
JULJInnovator Etfs Trust
Recent Activity
Exited
0%
$2.083M
83,839 shares@ $24.84 avg price
UUPInvesco Db Us Dlr Index Tr
Recent Activity
Exited
0%
$1.916M
65,758 shares@ $29.14 avg price
CDNSCadence Design System Inc
Recent Activity
Exited
0%
$1.867M
6,066 shares@ $307.76 avg price
GSLCGoldman Sachs Etf Tr
Recent Activity
Exited
0%
$1.505M
14,075 shares@ $106.95 avg price
SNOWSnowflake Inc
Recent Activity
Exited
0%
$1.474M
10,909 shares@ $135.09 avg price
ONEQFidelity Comwlth Tr
Recent Activity
Exited
0%
$1.444M
20,654 shares@ $69.93 avg price
SOXXIshares Tr
Recent Activity
Exited
0%
$1.163M
4,717 shares@ $246.61 avg price