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
ABRDN ETFS BBRG ALL COMD K1 201 $2,986,790 155,158 0.00 0.00 19,231 14.15 12-31-2023
ALPHABET INC CAP STK CL C 202 $2,968,653 20,802 0.00 0.00 -1,598 -7.13 12-31-2023
VANGUARD WORLD FDS FINANCIALS ETF 203 $2,963,429 31,516 0.00 0.00 1,792 6.03 12-31-2023
PCM FD INC COM 204 $2,942,580 364,632 0.00 0.00 55,772 18.06 12-31-2023
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