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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
HYDVaneck Etf Trust
Recent Activity
New Position
0.02%
$670,614
12,636 shares@ $53.08 avg price
FLOTIshares Tr
Recent Activity
New Position
0.02%
$650,692
12,749 shares@ $51.04 avg price
3899⤦Grayscale Bitcoin Mini Tr Bt
Recent Activity
New Position
0.02%
$637,215
113,182 shares@ $5.64 avg price
XMAYFirst Tr Exchng Traded Fd Vi
Recent Activity
New Position
0.02%
$629,689
20,285 shares@ $31.05 avg price
QCJLFirst Tr Exchng Traded Fd Vi
Recent Activity
New Position
0.02%
$605,156
29,592 shares@ $20.45 avg price
PGXInvesco Exch Traded Fd Tr Ii
Recent Activity
New Position
0.02%
$603,802
48,891 shares@ $12.35 avg price
AAPRInnovator Etfs Trust
Recent Activity
New Position
0.02%
$583,736
22,263 shares@ $26.23 avg price
AHRAmerican Healthcare Reit Inc
Recent Activity
New Position
0.02%
$567,518
21,744 shares@ $26.1 avg price
UAUGInnovator Etfs Trust
Recent Activity
New Position
0.02%
$555,366
15,854 shares@ $35.04 avg price
FDLOFidelity Covington Trust
Recent Activity
New Position
0.02%
$552,197
9,001 shares@ $61.35 avg price