Foundations Investment Advisors, LLC
CIK Number: 0001743404
Main Sectors:
Top Industries:
Filing Date: Aug 8, 2025
| Rank | Symbol | Name | Price | % Change | Shares | % Change Shares | Market Value | Avg. Price Paid | % Weight | Asset Type |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | IVW | iShares S&P 500... | 120.76 | +2.09% | 1.83M | +13.19% | 201.4M | 84.87 | 3.18% | Share |
| 2 | SPY | SPDR S&P 500 ET... | 663.06 | +1.54% | 291.48K | +11.16% | 180.09M | 481.47 | 2.84% | Share |
| 3 | QUAL | iShares MSCI US... | 192.90 | +0.99% | 853.62K | +13.61% | 156.06M | 153.02 | 2.46% | Share |
| 4 | IUSB | iShares Core To... | 46.84 | +0.21% | 3.33M | +9.59% | 153.75M | 46.67 | 2.43% | Share |
| 5 | DYNF | iShares U.S. Eq... | 58.77 | +1.51% | 2.49M | +13.47% | 135.78M | 45.89 | 2.14% | Share |
| 6 | EFV | iShares MSCI EA... | 67.10 | +0.55% | 2.02M | +68.29% | 128.12M | 57.79 | 2.02% | Share |
| 7 | IVE | iShares S&P 500... | 204.32 | +0.89% | 653.97K | +18.79% | 127.8M | 177.97 | 2.02% | Share |
| 8 | NVDA | NVIDIA Corporat... | 188.31 | +2.81% | 748.92K | +4.73% | 118.32M | 70.64 | 1.87% | Share |
| 9 | BIL | SPDR Bloomberg ... | 91.58 | +0.01% | 1.17M | +41.92% | 107.51M | 91.73 | 1.70% | Share |
| 10 | AESR | Anfield U.S. Eq... | 20.50 | +2.19% | 4.96M | -3.19% | 94.06M | 14.09 | 1.49% | Share |
| 11 | QQQ | Invesco QQQ Tru... | 602.02 | +2.12% | 161.64K | +41.49% | 89.17M | 446.75 | 1.41% | Share |
| 12 | MSFT | Microsoft Corpo... | 514.05 | +0.60% | 171.9K | +6.54% | 85.5M | 359.04 | 1.35% | Share |
| 13 | IEMG | iShares Core MS... | 66.08 | +2.89% | 1.39M | +97.24% | 83.42M | 56.33 | 1.32% | Share |
| 14 | AAPL | Apple Inc. | 247.66 | +0.97% | 392.88K | +5.85% | 80.61M | 170.76 | 1.27% | Share |
| 15 | MTUM | iShares MSCI US... | 254.72 | +1.90% | 333.73K | -9.05% | 80.2M | 195.94 | 1.27% | Share |
| 16 | XLC | Communication S... | 113.83 | +0.91% | 724.8K | +3.04% | 78.66M | 81.03 | 1.24% | Share |
| 17 | GLD | SPDR Gold Share... | 378.12 | +2.44% | 236.86K | -12.49% | 72.2M | 192.39 | 1.14% | Share |
| 18 | VOX | Vanguard Commun... | 183.14 | +1.60% | 401.83K | +4.44% | 68.72M | 149.35 | 1.09% | Share |
| 19 | EFG | iShares MSCI EA... | 114.03 | +0.99% | 597.45K | +12.29% | 66.91M | 98.44 | 1.06% | Share |
| 20 | IGV | iShares Expande... | 114.64 | +2.27% | 528.53K | +1.87% | 57.87M | 89.38 | 0.91% | Share |
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