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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
NETCloudflare Inc
Recent Activity
Exited
0%
$681,442
8,227 shares@ $82.83 avg price
RIVNRivian Automotive Inc
Recent Activity
Exited
0%
$674,113
50,232 shares@ $13.42 avg price
SQBlock Inc
Recent Activity
Exited
0%
$630,561
9,778 shares@ $64.49 avg price
XELXcel Energy Inc
Recent Activity
Exited
0%
$601,309
11,258 shares@ $53.42 avg price
TEAMAtlassian Corporation
Recent Activity
Exited
0%
$576,452
3,259 shares@ $176.89 avg price
TDOCTeladoc Health Inc
Recent Activity
Exited
0%
$576,375
58,934 shares@ $9.79 avg price
TWLOTwilio Inc
Recent Activity
Exited
0%
$495,923
8,730 shares@ $56.81 avg price
OMFLInvesco Exch Trd Slf Idx Fd
Recent Activity
Exited
0%
$372,944
7,105 shares@ $52.5 avg price
GDXVaneck Etf Trust
Recent Activity
Exited
0%
$343,848
10,134 shares@ $33.94 avg price
ATIAti Inc
Recent Activity
Exited
0%
$309,744
5,586 shares@ $55.46 avg price