FOUNDATIONS INVESTMENT ADVISORS, LLC

Q1 2025 13F-HR Holdings

Location
Phoenix, AZ
Holdings as of
3/31/2025
Date filed
5/7/2025
Form type
13F-HR
Num holdings
855
Total value ($000)
$5,416,988
Net value change ($000)
+234,840 (4.5%)
New positions
104
Sold out positions
85
Turnover %
6.6%
Sector allocation + QoQ delta (equities-only)

Holdings aggregated across other managers listed in the original SEC filing. View detailed breakdown

Prev filing: 1/22/2025 Next filing: 8/8/2025 SEC filing

Snapshot: Change Analysis

Compared to Q4 2024
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
VOX 57,094 NEW
IGV 44,924 3599.7%
IYG 38,091 NEW
ARKW 36,041 NEW
TLH 31,692 628.1%
MTUM 27,604 59.3%
VCR 24,193 NEW
OEF 22,747 272.0%
GS 21,419 449.9%
SPY 21,196 16.9%
Top Reduces (Value $000, Stocks/ETFs)
QQQ -46,724 -46.6%
XLK -45,425 -71.4%
XLV -45,101 -87.3%
SMH -45,075 -97.5%
XLF -34,799 -80.2%
EFG -32,144 -37.7%
SCHA -23,703 -96.8%
ACN -23,364 -97.3%
XLI -19,403 -82.4%
UUP -15,434 -81.5%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type