Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
---|---|---|---|---|
FOUNDATIONS INVESTMENT ADVISORS LLC | 02-08-2024 | 12-31-2023 | 665 | 3,725,646,822 |
Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
---|---|---|---|---|---|---|---|---|---|
BROWN FORMAN CORP | CL B | 751 | $259,736 | 4,554 | 0.00 | 0.00 | 85 | 1.90 | 12-31-2023 |
MONSTER BEVERAGE CORP NEW | COM | 752 | $259,618 | 4,641 | 0.00 | 0.00 | 434 | 10.32 | 12-31-2023 |
BAIDU INC | SPON ADR REP A | Liquidated | $0 | 0 | 0.00 | 0.00 | 8 | 0.42 | 12-31-2023 |
THE CIGNA GROUP | COM | 754 | $258,423 | 841 | 0.00 | 0.00 | 54 | 6.86 | 12-31-2023 |