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
RIOT PLATFORMS INC COM 401 $784,141 69,393 0.00 69,393 +Inf 12-31-2023
WORLD GOLD TR SPDR GLD MINIS 402 $778,447 19,103 0.00 19,103 +Inf 12-31-2023
NORTHERN LTS FD TR III HCM DEFND 100 403 $772,407 15,090 0.00 0.00 6,831 82.71 12-31-2023
ISHARES TR USD INV GRDE ETF 404 $763,986 14,887 0.00 0.00 -6,659 -30.91 12-31-2023
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