Foundations Investment Advisors, LLC

13F Portfolio Filings

Most recent 13F
Q4 2023
Location
Phoenix, AZ
CIK
0001743404
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q4 2023 665 3,725,646 IVV, TDSC, EXCHANGE LISTED FDS TR, BIL 13F-HR 2/8/2024 000108514624000856
Q3 2023 639 3,247,584 TDSC, BIL, IVV, EXCHANGE LISTED FDS TR 13F-HR 10/5/2023 000108514623003596
Q2 2023 573 3,020,469 TDSC, EXCHANGE LISTED FDS TR, BIL, IVV 13F-HR 7/19/2023 000108514623002759
Q1 2023 514 2,797,380 TDSC, EXCHANGE LISTED FDS TR, TDSB, TDSD 13F-HR 4/25/2023 000108514623001863
Q4 2022 443 2,513,335 TDSC, EXCHANGE LISTED FDS TR, TDSB, TDSD 13F-HR 1/11/2023 000175496023000009
Q3 2022 399 2,293,111 TDSC, EXCHANGE LISTED FDS TR, TDSB, TDSD 13F-HR 10/19/2022 000175496022000264
Q2 2022 395 2,391,822 TDSC, EXCHANGE LISTED FDS TR, TDSB, TDSD 13F-HR 7/7/2022 000175496022000155
Q1 2022 347 2,585,743 TDSC, EXCHANGE LISTED FDS TR, TDSD, TDSB 13F-HR 4/19/2022 000175496022000095
Q4 2021 343 2,656,881 TDSC, EXCHANGE LISTED FDS TR, TDSD, TDSB 13F-HR 1/21/2022 000175496022000037
Q3 2021 312 2,289,808 TDSC, EXCHANGE LISTED FDS TR, TDSB, TDSD 13F-HR 10/12/2021 000175496021000188
Q2 2021 300 2,084,723 TDSC, TDSB, TDSD, TDSE 13F-HR 7/14/2021 000139834421014367
Q1 2021 224 1,732,895 TDSC, TDSB, TDSD, DVY 13F-HR 4/9/2021 000139834421007845
Q4 2020 188 1,521,206 TDSC, TDSB, TDSD, QQQ 13F-HR 1/13/2021 000139834421000705
Q3 2020 167 455,828 UUP, QQQ, VNQ, SPY 13F-HR 10/7/2020 000139834420019809
Q2 2020 163 1,130,071 QQQ, VAW, VGT, VBK 13F-HR 7/8/2020 000139834420013428
Q1 2020 118 862,960 IEF, HDV, TLT, GLD 13F-HR 4/6/2020 000139834420007535
Q4 2019 128 813,417 XLK, XLV, MGK, TLT 13F-HR 1/9/2020 000139834420000522
Q3 2019 129 762,644 LQD, VUG, QQQ, MGK 13F-HR 10/7/2019 000139834419017596
Q2 2019 119 665,773 IEF, LQD, QQQ, VUG 13F-HR 7/8/2019 000139834419011621
Q1 2019 97 575,984 IYR, XLY, MDY, IWM 13F-HR 4/8/2019 000139834419006336
Q4 2018 103 472,806 ILF, IYR, XLK, IWS 13F-HR 2/11/2019 000139834419002422
Q3 2018 100 410,695 LQD, MGK, VIG, VOE 13F-HR 11/9/2018 000139834418016239
Q2 2018 90 375,204 QQQ, LQD, MGK, VOE 13F-HR 8/14/2018 000139834418011911