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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
UUnity Software Inc
Recent Activity
Exited
0%
$1.036M
63,692 shares@ $16.27 avg price
FEZSpdr Index Shs Fds
Recent Activity
Exited
0%
$961,464
19,218 shares@ $50.03 avg price
ITAIshares Tr
Recent Activity
Exited
0%
$920,417
6,970 shares@ $132.06 avg price
INFLListed Fd Tr
Recent Activity
Exited
0%
$919,811
28,146 shares@ $32.68 avg price
EWAIshares Inc
Recent Activity
Exited
0%
$915,759
37,485 shares@ $24.44 avg price
CWISpdr Index Shs Fds
Recent Activity
Exited
0%
$905,495
31,985 shares@ $28.31 avg price
EWGIshares Inc
Recent Activity
Exited
0%
$888,899
29,030 shares@ $30.63 avg price
SDGRSchrodinger Inc
Recent Activity
Exited
0%
$878,017
45,399 shares@ $19.35 avg price
CXSEWisdomtree Tr
Recent Activity
Exited
0%
$862,464
32,509 shares@ $26.54 avg price
EWIIshares Inc
Recent Activity
Exited
0%
$860,543
24,004 shares@ $35.85 avg price