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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
NVDANvidia Corporation
Recent Activity
Increased 19.4%
1.36%
$64.319M
529,640 shares@ $121.44 avg price
GLDSpdr Gold Tr
Recent Activity
Increased 14.24%
1.32%
$62.739M
258,121 shares@ $243.06 avg price
MSFTMicrosoft Corp
Recent Activity
Increased 34.33%
1.3%
$61.574M
143,095 shares@ $430.31 avg price
XLCSelect Sector Spdr Tr
Recent Activity
Increased 18.81%
1.29%
$61.019M
674,985 shares@ $90.4 avg price
XLKSelect Sector Spdr Tr
Recent Activity
Increased 18.43%
1.15%
$54.37M
240,830 shares@ $225.76 avg price
XLVSelect Sector Spdr Tr
Recent Activity
Increased 87.68%
1.04%
$49.416M
320,842 shares@ $154.03 avg price
ADFITwo Rds Shared Tr
Recent Activity
Increased 6.3%
0.92%
$43.392M
4.951M shares@ $8.77 avg price
IYWIshares Tr
Recent Activity
Increased 17.68%
0.82%
$39.006M
257,260 shares@ $151.62 avg price
SMHVaneck Etf Trust
Recent Activity
Increased 44.88%
0.82%
$38.777M
157,983 shares@ $245.45 avg price
FLRTPacer Fds Tr
Recent Activity
Increased 3.35%
0.82%
$38.768M
816,343 shares@ $47.49 avg price