Foundations Investment Advisors, LLC

13F Filings History

Latest 13F report
Q4 2024 - Jan 22, 2025
Value $
$5.18B
Signature - Title
Marc J. Pugsley - Chief Compliance Officer
Location
Phoenix, AZ
Summary
This page shows a list of all the recent 13F filings made by Foundations Investment Advisors, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Foundations Investment Advisors, LLC reported 836 stock holdings with total value $5.18B as of Q4 2024. Top holdings included IVW, IVV, IUSB, SPY, and QUAL.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q4 2024 836 $5.18B +$729M -$256M +$473M IVW, IVV, IUSB, SPY, QUAL 13F-HR 1/22/2025, 02:02 PM
Q3 2024 816 $4.76B +$855M -$378M +$477M IUSB, IVW, IVV, TDSC, QUAL 13F-HR 10/21/2024, 04:13 PM
Q2 2024 752 $4.12B +$637M -$372M +$264M IVV, TDSC, BIL, CLSM, IVW 13F-HR 8/2/2024, 03:04 PM
Q1 2024 703 $3.82B +$476M -$548M -$72.1M TDSC, IVV, CLSM, BIL, SPY 13F-HR 5/13/2024, 12:59 PM
Q4 2023 665 $3.68B +$965M -$765M +$200M IVV, TDSC, CLSM, BIL, IUSB 13F-HR 2/8/2024, 11:12 AM
Q3 2023 639 $3.25B +$722M -$407M +$315M TDSC, BIL, IVV, BSCN, IUSB 13F-HR 10/5/2023, 04:07 PM
Q2 2023 573 $3.02B +$714M -$566M +$148M TDSC, BIL, IVV, CLSM, TDSB 13F-HR 7/19/2023, 11:03 AM
Q1 2023 514 $2.8B +$621M -$400M +$221M TDSC, CLSA, TDSB, TDSD, BIL 13F-HR 4/25/2023, 09:19 AM
Q4 2022 443 $2.51B +$632M -$429M +$203M TDSC, CLSA, TDSB, TDSD, SHY 13F-HR 1/11/2023, 11:39 AM
Q3 2022 399 $2.29B +$256M -$264M -$8.44M TDSC, CLSC, TDSB, TDSD, TDSE 13F-HR 10/19/2022, 03:02 PM
Q2 2022 395 $2.39B +$489M -$436M +$53.6M TDSC, CLSC, TDSB, TDSD, RPHS 13F-HR 7/7/2022, 06:03 PM
Q1 2022 347 $2.58B +$372M -$157M +$215M TDSC, TDSD, CLSA, TDSB, CLSC 13F-HR 4/19/2022, 04:21 PM
Q4 2021 343 $2.65B +$580M -$296M +$284M TDSC, CLSA, TDSD, TDSB, TDSE 13F-HR 1/21/2022, 04:51 PM
Q3 2021 312 $2.29B +$653M -$418M +$235M TDSC, TDSB, TDSD, CLSM, CLSC 13F-HR 10/12/2021, 09:23 PM
Q2 2021 300 $2.08B +$315M -$51M +$264M TDSC, TDSB, TDSD, TDSE, DVY 13F-HR 7/14/2021, 01:59 PM
Q1 2021 224 $1.73B +$400M -$241M +$159M TDSC, TDSB, TDSD, DVY, TDSE 13F-HR 4/9/2021, 11:49 AM
Q4 2020 188 $1.52B +$1.27B -$231M +$1.04B TDSC, TDSB, TDSD, QQQ, TDSE 13F-HR 1/12/2021, 06:58 PM
Q3 2020 167 $456M +$226M -$916M -$690M UUP, QQQ, VNQ, SPY, VGSH 13F-HR 10/7/2020, 01:04 PM
Q2 2020 163 $1.13B +$980M -$738M +$242M QQQ, VAW, VGT, VBK, VHT 13F-HR 7/8/2020, 02:48 PM
Q1 2020 118 $863M +$674M -$563M +$111M IEF, HDV, TLT, GLD, SHV 13F-HR 4/6/2020, 11:57 AM
Q4 2019 128 $813M +$304M -$292M +$12.2M XLK, XLV, MGK, TLT, VUG 13F-HR 1/9/2020, 03:54 PM
Q3 2019 129 $763M +$198M -$95.6M +$102M LQD, VUG, QQQ, MGK, IEF 13F-HR 10/7/2019, 01:36 PM
Q2 2019 119 $666M +$524M -$454M +$69.8M IEF, LQD, QQQ, VUG, MGK 13F-HR 7/5/2019, 05:56 PM
Q1 2019 97 $576M +$339M -$238M +$101M IYR, XLY, MDY, IWM, IWN 13F-HR 4/5/2019, 07:21 PM
Q4 2018 103 $471M +$343M -$280M +$62.7M ILF, IYR, XLK, IWS, LQD 13F-HR 2/11/2019, 04:41 PM
Q3 2018 100 $411M +$87.2M -$62.3M +$24.9M LQD, MGK, VIG, VOE, VGK 13F-HR 11/9/2018, 11:01 AM
Q2 2018 90 $375M $0 $0 QQQ, LQD, MGK, VOE, VIG 13F-HR 8/14/2018, 04:54 PM