$666 Million is the total value of Foundations Investment Advisors, LLC's 119 reported holdings in Q2 2019. The portfolio turnover from Q1 2019 to Q2 2019 was 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| CLNC | COLONY CR REAL ESTATE INC | $313,000 | 0.0% | 19,985 | 0.0% | 0.05% | -13.0% | |
| ATRS | ANTARES PHARMA INC | $44,000 | +12.8% | 12,870 | 0.0% | 0.01% | 0.0% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2019-07-08
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.