Ernest J. C'DeBaca

@Foundations Investment Advisors, Llc

Latest period2024 - Q3

Reported2mo 29d ago

Managed Assets$4.759B

Total 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

Current New Position Increased Decreased Exited

Investment	Portfolio %	Reported Value	Recent Activity
UNHUnitedhealth Group Inc Recent Activity Increased 10.52%	0.6%	$28.243M 48,304 shares@ $584.69 avg price	Increased 10.52%
BINCBlackrock Etf Trust Ii Recent Activity Increased 27.29%	0.59%	$27.807M 519,458 shares@ $53.54 avg price	Increased 27.29%
IAUIshares Gold Tr Recent Activity Increased 4.59%	0.57%	$27.094M 545,151 shares@ $49.71 avg price	Increased 4.59%
XISEFirst Tr Exchng Traded Fd Vi Recent Activity Increased 1.12%	0.53%	$25.088M 829,627 shares@ $30.24 avg price	Increased 1.12%
ACNAccenture Plc Ireland Recent Activity Increased 0.23%	0.52%	$24.353M 68,894 shares@ $353.48 avg price	Increased 0.23%
GOOGLAlphabet Inc Recent Activity Increased 13.1%	0.51%	$24.231M 146,100 shares@ $165.85 avg price	Increased 13.1%
AVDEAmerican Centy Etf Tr Recent Activity Increased 19.98%	0.51%	$24.135M 360,065 shares@ $67.03 avg price	Increased 19.98%
JPMJpmorgan Chase & Co. Recent Activity Increased 19.11%	0.51%	$23.899M 113,338 shares@ $210.87 avg price	Increased 19.11%
SCHASchwab Strategic Tr Recent Activity Increased 7.72%	0.5%	$23.558M 457,446 shares@ $51.5 avg price	Increased 7.72%
ORCLOracle Corp Recent Activity Increased 7.77%	0.48%	$22.472M 131,875 shares@ $170.41 avg price	Increased 7.77%