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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
TLTIshares Tr
Recent Activity
Increased 3.5%
0.78%
$37.111M
378,301 shares@ $98.1 avg price
EMXCIshares Inc
Recent Activity
Increased 37.48%
0.77%
$36.587M
598,711 shares@ $61.11 avg price
AMZNAmazon Com Inc
Recent Activity
Increased 9.75%
0.73%
$34.395M
184,594 shares@ $186.33 avg price
SHYIshares Tr
Recent Activity
Increased 79.08%
0.65%
$30.874M
371,300 shares@ $83.15 avg price
MBBIshares Tr
Recent Activity
Increased 6.39%
0.65%
$30.518M
318,530 shares@ $95.81 avg price
XOMExxon Mobil Corp
Recent Activity
Increased 32.48%
0.65%
$30.498M
260,181 shares@ $117.22 avg price
METAMeta Platforms Inc
Recent Activity
Increased 31.5%
0.62%
$29.338M
51,250 shares@ $572.45 avg price
LLYEli Lilly & Co
Recent Activity
Increased 44.19%
0.62%
$29.285M
33,055 shares@ $885.95 avg price
VOOVanguard Index Fds
Recent Activity
Increased 14.2%
0.61%
$28.965M
54,892 shares@ $527.67 avg price
ADMEEtf Ser Solutions
Recent Activity
Increased 168.5%
0.6%
$28.439M
615,557 shares@ $46.21 avg price