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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
XMHQInvesco Exchange Traded Fd T
Recent Activity
New Position
0.01%
$361,562
3,525 shares@ $102.58 avg price
SPSMSpdr Ser Tr
Recent Activity
New Position
0.01%
$354,850
7,797 shares@ $45.52 avg price
QMMYFirst Tr Exchng Traded Fd Vi
Recent Activity
New Position
0.01%
$349,908
16,726 shares@ $20.93 avg price
SOLVSolventum Corp
Recent Activity
New Position
0.01%
$345,044
4,949 shares@ $69.72 avg price
RDDTReddit Inc
Recent Activity
New Position
0.01%
$340,806
5,170 shares@ $65.92 avg price
EYLDCambria Etf Tr
Recent Activity
New Position
0.01%
$323,158
9,340 shares@ $34.6 avg price
VUSEEtf Ser Solutions
Recent Activity
New Position
0.01%
$320,476
5,591 shares@ $57.32 avg price
PECOPhillips Edison & Co Inc
Recent Activity
New Position
0.01%
$307,374
8,151 shares@ $37.71 avg price
CZRCaesars Entertainment Inc Ne
Recent Activity
New Position
0.01%
$297,982
7,139 shares@ $41.75 avg price
ADMArcher Daniels Midland Co
Recent Activity
New Position
0.01%
$287,758
4,817 shares@ $59.74 avg price