Foundations Investment Advisors, LLC - Portfolio Stock Holdings
Foundations Investment Advisors, LLC disclosed 856 stock positions in a recent SEC 13F filing. $4,709,841,472 of stock holdings were filed, with the largest holdings including IUSB, IVW, and IVV. This filing represented positions held on Sept. 30, 2024, and was filed on Oct. 21, 2024.We estimate the fund has a total AUM of $10,097,715,159 and has 353 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.
Report Period:
Sept. 30, 2024No. of Stocks:
856Est. Stock Holding Value:
$4,709,841,472Top Stock Holdings By Sector
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Portfolio Stock Holdings - Foundations Investment Advisors, LLC
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Holdings (Shares)
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% of Portfolio
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