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Marc J. Pugsley

@Foundations Investment Advisors, Llc

Latest period2024 - Q4ReportedManaged Assets$5.182BTotal holdings836
Assets growth rate8.89%Assets growth rate (2-Q avg)12.2%Continuous growth in asset value9 quarters

Portfolio positions

This chart displays the top 10 holdings in Foundations Investment Advisors, Llc's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 836 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 9 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 5.182B in assets, with a quarterly growth rate of 8.89% and a 2-quarter average growth rate of 12.2%. The portfolio is managed by Marc J. Pugsley, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
IVW
Ishares Tr
Recent Activity
Increased 1.05%
2.83%
$146.612M
1.444M shares@ $101.53 avg price
IVV
Ishares Tr
Recent Activity
Increased 4.9%
2.7%
$139.694M
237,301 shares@ $588.69 avg price
IUSB
Ishares Tr
Recent Activity
Decreased -7.57%
2.48%
$128.445M
2.842M shares@ $45.21 avg price
SPY
Spdr S&p 500 Etf Tr
Recent Activity
Increased 11.01%
2.43%
$125.481M
214,102 shares@ $586.09 avg price
QUAL
Ishares Tr
Recent Activity
Increased 4.94%
2.39%
$123.399M
692,942 shares@ $178.08 avg price
TDSC
Exchange Listed Fds Tr
Recent Activity
Decreased -9.96%
2.16%
$111.672M
4.571M shares@ $24.44 avg price
DYNF
Blackrock Etf Trust
Recent Activity
Increased 2.62%
1.94%
$100.497M
1.961M shares@ $51.26 avg price
QQQ
Invesco Qqq Tr
Recent Activity
Increased 18.51%
1.94%
$100.296M
196,185 shares@ $511.23 avg price
IVE
Ishares Tr
Recent Activity
Increased 11.79%
1.82%
$94.164M
493,316 shares@ $190.89 avg price
AAPL
Apple Inc
Recent Activity
Increased 6.3%
1.76%
$90.934M
363,124 shares@ $250.43 avg price

1-10 of 836