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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
IDEVIshares Tr
Recent Activity
New Position
0.02%
$504,352
7,121 shares@ $70.83 avg price
KKellanova
Recent Activity
New Position
0.02%
$487,524
6,040 shares@ $80.72 avg price
ETHEGrayscale Ethereum Tr Eth
Recent Activity
New Position
0.02%
$480,004
21,928 shares@ $21.9 avg price
SAUGFirst Tr Exchng Traded Fd Vi
Recent Activity
New Position
0.01%
$443,131
18,965 shares@ $23.37 avg price
FSLRFirst Solar Inc
Recent Activity
New Position
0.01%
$441,085
1,768 shares@ $249.49 avg price
IPInternational Paper Co
Recent Activity
New Position
0.01%
$411,339
8,420 shares@ $48.86 avg price
XTJAInnovator Etfs Trust
Recent Activity
New Position
0.01%
$405,903
14,916 shares@ $27.22 avg price
KJANInnovator Etfs Trust
Recent Activity
New Position
0.01%
$391,459
10,560 shares@ $37.07 avg price
STAGStag Indl Inc
Recent Activity
New Position
0.01%
$385,452
9,861 shares@ $39.09 avg price
GTOInvesco Actively Managed Exc
Recent Activity
New Position
0.01%
$368,008
7,619 shares@ $48.31 avg price