test

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
MCHIIshares Tr
Recent Activity
Exited
0%
$852,340
20,212 shares@ $42.17 avg price
IONQIonq Inc
Recent Activity
Exited
0%
$852,331
121,242 shares@ $7.03 avg price
PLUGPlug Power Inc
Recent Activity
Exited
0%
$850,783
365,143 shares@ $2.33 avg price
EWQIshares Inc
Recent Activity
Exited
0%
$848,463
22,458 shares@ $37.78 avg price
EWHIshares Inc
Recent Activity
Exited
0%
$842,051
55,036 shares@ $15.31 avg price
XSWSpdr Ser Tr
Recent Activity
Exited
0%
$820,999
5,433 shares@ $151.12 avg price
TANInvesco Exch Traded Fd Tr Ii
Recent Activity
Exited
0%
$785,945
19,546 shares@ $40.22 avg price
XMESpdr Ser Tr
Recent Activity
Exited
0%
$760,433
12,817 shares@ $59.34 avg price
RSPUInvesco Exchange Traded Fd T
Recent Activity
Exited
0%
$758,030
13,062 shares@ $58.04 avg price
PJANInnovator Etfs Trust
Recent Activity
Exited
0%
$746,414
18,554 shares@ $40.23 avg price