Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
No holdings reported for quarter Q1 2011 |
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
ISHARES TR | 25 | Q2 2024 | 9.1% |
ISHARES TR | 25 | Q2 2024 | 14.0% |
ISHARES TR | 25 | Q2 2024 | 15.2% |
ALPHABET INC | 25 | Q2 2024 | 0.6% |
MASTERCARD INCORPORATED | 25 | Q2 2024 | 0.6% |
UNITEDHEALTH GROUP INC | 25 | Q2 2024 | 0.5% |
META PLATFORMS INC | 25 | Q2 2024 | 0.5% |
VISA INC | 25 | Q2 2024 | 0.3% |
ENBRIDGE INC | 25 | Q2 2024 | 0.3% |
VERIZON COMMUNICATIONS INC | 25 | Q2 2024 | 0.3% |
View Foundations Investment Advisors, LLC's complete holdings history.
Latest filings
Type | Filed |
---|---|
N-PX | 2024-08-22 |
13F-HR | 2024-08-02 |
13F-HR | 2024-05-13 |
13F-HR | 2024-02-08 |
SC 13G/A | 2023-11-13 |
SC 13G/A | 2023-11-13 |
SC 13G/A | 2023-10-06 |
SC 13G/A | 2023-10-06 |
SC 13G/A | 2023-10-06 |
SC 13G/A | 2023-10-06 |
View Foundations Investment Advisors, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.