Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| FOUNDATIONS INVESTMENT ADVISORS LLC | 02-08-2024 | 12-31-2023 | 665 | 3,725,646,822 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| ELEVANCE HEALTH INC | COM | 101 | $8,063,527 | 16,276 | 0.00 | 0.00 | 5,166 | 46.50 | 12-31-2023 |
| ENBRIDGE INC | COM | 102 | $7,660,515 | 213,623 | 0.00 | 0.00 | 74,907 | 54.00 | 12-31-2023 |
| VANGUARD SCOTTSDALE FDS | LONG TERM TREAS | 103 | $7,466,072 | 121,875 | 0.00 | 0.00 | -24,375 | -16.67 | 12-31-2023 |
| VANGUARD WELLINGTON FD | US QUALITY | 104 | $7,418,135 | 58,251 | 0.00 | 0.00 | -9,131 | -13.55 | 12-31-2023 |
