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Institutional TrackerDetails

Foundations Investment Advisors LLC

Industry Distribution

Computer22.25%

Medical Biology13.59%

Electronics8.98%

Non-Bank Financials8.94%

Commerce8.35%

Other37.89%

Holdings Change

Increased

SymbolStock NameChange% Change

PHYSSprott Physical Gold Trust+917.00+4.78%ARDCAres Dynamic Credit Allocation Fund Inc+32.10K+0.14%CRDLCardiol Therapeutics Inc+113.95K+0.14%CSWCCapital Southwest Corp+13.73K+0.03%KRThe Kroger+98.65K+0.01%RXRXRecursion Pharmaceuticals+38.64K+0.01%CMICummins+17.45K+0.01%ALLAllstate+31.78K+0.01%EPDEnterprise Products+199.10K+0.01%PSAPublic Storage+15.15K+0.01%MOAltria+121.08K+0.01%ARCCAres Capital Corp+28.95K+0.00%TJXTJX Companies+42.67K+0.00%SOSouthern+39.84K+0.00%LOWLowe's Companies+19.98K+0.00%MCKMcKesson+4.13K+0.00%OZBelpointe PREP+117.00+0.00%RTXRTX Corp+39.27K+0.00%OHIOmega Healthcare Investors Inc+7.76K+0.00%MCDMcDonald's+19.01K+0.00%LNGCheniere Energy+5.93K+0.00%COSTCostco+9.47K+0.00%FCXFreeport-McMoRan+30.23K+0.00%HTGCHercules Capital+3.06K+0.00%CCitigroup+32.21K+0.00%PEGPublic Service Enterprise Group+8.75K+0.00%ELVElevance Health+3.89K+0.00%ABBVAbbVie+28.64K+0.00%SRESempra Energy+10.30K+0.00%XOMExxon Mobil+63.79K+0.00%RIOTRiot Platforms+4.33K+0.00%CCICrown Castle+5.81K+0.00%WMBWilliams+16.03K+0.00%MARAMARA Holdings+3.82K+0.00%LLYEli Lilly and Co+10.13K+0.00%OSKOshkosh+737.00+0.00%HUTHut 8+1.03K+0.00%GBDCGolub Capital BDC+2.84K+0.00%VLOValero Energy+3.29K+0.00%DKNGDraftKings+4.87K+0.00%MSTRMicroStrategy+1.81K+0.00%HDHome Depot+8.08K+0.00%CORCencora+1.40K+0.00%ASMLASML Holding+3.02K+0.00%PANWPalo Alto Networks+4.64K+0.00%WECWEC Energ Group Inc+2.31K+0.00%SMCISuper Micro Computer+4.19K+0.00%KMIKinder Morgan+14.59K+0.00%GILDGilead Sciences+8.66K+0.00%VZVerizon+26.95K+0.00%

Decreased

SymbolStock NameChange% Change

FINWFinWise-11.55K-0.09%ALBAlbemarle-45.10K-0.04%BDTXBlack Diamond Therapeutics-11.25K-0.02%PHTPioneer High Income Trust-4.99K-0.02%UECUranium Energy-40.08K-0.01%BABoeing-55.77K-0.01%DNPDNP Select Income Fund Inc-18.86K-0.01%SSBSouthState-2.42K-0.00%BMYBristol-Myers Squibb-55.15K-0.00%ZSZscaler-3.60K-0.00%CLFCleveland-Cliffs-11.79K-0.00%KOPNKopin-1.85K-0.00%ATOMAtomera-269.00-0.00%PRPermian Resources-6.27K-0.00%MAINMain Street Capital-776.00-0.00%CRWDCrowdStrike-1.92K-0.00%CVSCVS Health-6.79K-0.00%TPRTapestry-1.04K-0.00%NSCNorfolk Southern-1.00K-0.00%ULTAUlta Beauty-178.00-0.00%WENThe Wendy's Co-672.00-0.00%DHID.R. Horton-985.00-0.00%MPCMarathon Petroleum-884.00-0.00%PFEPfizer-13.32K-0.00%FDXFedEx-668.00-0.00%CSXCSX Corp-4.82K-0.00%PLTRPalantir-3.05K-0.00%FNFFidelity National Financial-319.00-0.00%IRMIron Mountain-579.00-0.00%CVXChevron-2.65K-0.00%TOLToll Brothers-117.00-0.00%LULULululemon Athletica-157.00-0.00%BNBrookfield Corp-441.000.00%TRPTC Energy Corp-144.000.00%TTETotalEnergies-482.000.00%LUMNLumen Technologies-477.000.00%CTVACorteva-22.000.00%LINLinde-142.000.00%ETEnergy Transfer-1.35K0.00%OMFOneMain-58.000.00%KHCThe Kraft Heinz-1.19K0.00%CYBRCyberArk-15.000.00%INGRIngredion-36.000.00%MUMicron Technology-27.000.00%ZTSZoetis-26.000.00%EDConsolidated Edison-126.000.00%ABTAbbott Laboratories-1.13K0.00%TDYTeledyne Technologies-25.000.00%CCLCarnival-550.000.00%BACBank of America-1.96K0.00%

New

SymbolStock NameChange% Change

MFICMidCap Financial Investment Corporation+311.57K+0.33%VRTVertiv Holdings+171.95K+0.05%ITRNIturan Location & Control+8.59K+0.04%ESQEsquire Financial+3.30K+0.04%REFRResearch Frontiers+13.80K+0.04%EQBKEquity Bancshares+4.96K+0.03%SILASila Realty Trust+9.11K+0.02%PLABPhotronics+9.50K+0.01%AHRAmerican Healthcare REIT+21.74K+0.01%MGPIMGP Ingredients+2.50K+0.01%CAKECheesecake Factory+5.60K+0.01%GGNGAMCO Global Gold Natural Resources & Income Trust+15.13K+0.01%ROICRetail Opportunity Investments Corp+12.40K+0.01%SPGSimon Property+31.48K+0.01%DKLDelek Logistics Partners LP+4.82K+0.01%AZZAZZ Inc+2.78K+0.01%BATRKAtlanta Braves-C+5.36K+0.01%PRGSProgress Software+3.68K+0.01%PHKPIMCO High Income Fund+13.09K+0.01%PECOPhillips Edison+8.15K+0.01%SANMSanmina+3.02K+0.01%STAGStag Industrial Inc+9.86K+0.01%MNKDMannKind+14.71K+0.01%AVAVAeroVironment+1.35K+0.00%CIVICivitas Resources+4.16K+0.00%NXSTNexstar Media Group+1.29K+0.00%CLOVClover Health+19.55K+0.00%LEALear+2.06K+0.00%OXLCOxford Lane Capital Corp+12.16K+0.00%CBTCabot+2.00K+0.00%BXSLBLACKSTONE SECD LENDING FD+7.69K+0.00%KBHKB Home+2.53K+0.00%CZRCaesars Entertainment+7.14K+0.00%MTDRMatador Resources+4.08K+0.00%VKTXViking Therapeutics+3.45K+0.00%ALVAutoliv+2.38K+0.00%RDDTReddit+5.17K+0.00%SOLVSolventum+4.95K+0.00%RKLBRocket Lab+14.36K+0.00%BRXBrixmor Property Group Inc+8.34K+0.00%IPInternational Paper+8.42K+0.00%SFStifel Financial+2.37K+0.00%DOXAmdocs+2.59K+0.00%EXPEagle Materials+755.00+0.00%RLRalph Lauren+1.32K+0.00%SNXTD Synnex+1.76K+0.00%FLEXFlex Ltd+7.48K+0.00%INCYIncyte+3.33K+0.00%KKellanova+6.04K+0.00%JBLJabil+2.01K+0.00%

Sold Out

SymbolStock NameChange% Change

TELZTELLURIAN INC 8.25% SENIOR NOTES DUE 30/11/2028-72.94K-100.00%PCMPcm Fund Inc-12.37K-0.10%SDGRSchrodinger-45.40K-0.06%IONQIonQ Inc-121.24K-0.06%PLUGPlug Power-365.14K-0.04%TDOCTeladoc Health-58.93K-0.03%UUnity Software-63.69K-0.02%DDD3D Systems-12.01K-0.01%TWLOTwilio-8.73K-0.01%RIVNRivian Automotive-50.23K-0.00%ATIATI Inc-5.59K-0.00%SNOWSnowflake-10.91K-0.00%NETCloudflare-8.23K-0.00%CDNSCadence Design Systems-6.07K-0.00%XELXcel Energy-11.26K-0.00%LKQLKQ Corp-4.89K-0.00%SQBlock-9.78K-0.00%WYWeyerhaeuser Co-9.90K-0.00%TEAMAtlassian-3.26K-0.00%DNAGinkgo Bioworks-546.00-0.00%BLKBlackrock-996.00-0.00%GWWW.W. Grainger-270.00-0.00%RSGRepublic Services-1.04K-0.00%ABNBAirbnb-1.84K-0.00%RACEFerrari-525.00-0.00%

Holdings List

Latest

2024Q3

2024Q2

2024Q1

2023Q4

2023Q3

2023Q2

2023Q1

2022Q4

2022Q3

SymbolStock Name

% PositionsChange% ChangeHoldings MV% of Total SharesIndustryPricePosition DateSource

AAPLApple

6.61%+49.75K+0.00%77.19M0.00%Computer258.200Sep 30, 202413F

NVDANVIDIA

5.31%+86.05K+0.00%61.96M0.00%Electronics140.220Sep 30, 202413F

MSFTMicrosoft

5.14%+36.57K+0.00%60.08M0.00%Computer439.330Sep 30, 202413F

AMZNAmazon

2.93%+16.39K+0.00%34.17M0.00%Commerce229.050Sep 30, 202413F

XOMExxon Mobil

2.65%+63.79K+0.00%30.95M0.01%Mining106.400Sep 30, 202413F

METAMeta Platforms

2.53%+12.28K+0.00%29.52M0.00%Internet & Media607.750Sep 30, 202413F

LLYEli Lilly and Co

2.50%+10.13K+0.00%29.19M0.00%Medical Biology795.670Sep 30, 202413F

UNHUnitedHealth

2.40%+4.60K+0.00%28.07M0.01%Medical Biology506.100Sep 30, 202413F

GOOGLAlphabet-A

2.36%+15.38K+0.00%27.50M0.00%Internet & Media196.110Sep 30, 202413F

ACNAccenture

2.07%+155.000.00%24.15M0.01%Computer361.630Sep 30, 202413F

JPMJPMorgan

2.00%+18.18K+0.00%23.32M0.00%Banks242.310Sep 30, 202413F

ORCLOracle

1.88%+9.50K+0.00%21.99M0.00%Computer171.410Sep 30, 202413F

MSTRMicroStrategy

1.69%+1.81K+0.00%19.68M0.06%Computer358.180Sep 30, 202413F

CVXChevron

1.58%-2.65K-0.00%18.43M0.01%Mining143.840Sep 30, 202413F

VRTVertiv Holdings

1.44%+171.95K+0.05%16.78M0.05%Mechanical Equipment118.740Sep 30, 202413F

NVONovo-Nordisk A/S

1.38%+12.93K+0.00%16.12M0.00%Medical Biology87.370Sep 30, 202413F

CCitigroup

1.37%+32.21K+0.00%16.02M0.01%Banks71.000Sep 30, 202413F

ASMLASML Holding

1.35%+3.02K+0.00%15.79M0.00%Electronics719.710Sep 30, 202413F

ELVElevance Health

1.27%+3.89K+0.00%14.84M0.01%Medical Biology372.940Sep 30, 202413F

BABAAlibaba

1.24%+13.17K+0.00%14.47M0.01%Commerce85.520Sep 30, 202413F

VVisa

1.19%+6.61K+0.00%13.85M0.00%Non-Bank Financials320.650Sep 30, 202413F

ADBEAdobe

1.18%+2.44K+0.00%13.83M0.01%Computer447.940Sep 30, 202413F

BRK.ABerkshire Hathaway-A

1.17%+8.00+0.00%13.70M0.00%Non-Bank Financials687441.800Sep 30, 202413F

COSTCostco

1.10%+9.47K+0.00%12.83M0.00%Commerce958.820Sep 30, 202413F

ABBVAbbVie

1.09%+28.64K+0.00%12.68M0.00%Medical Biology180.000Sep 30, 202413F

MAMasterCard

1.08%+2.82K+0.00%12.60M0.00%Non-Bank Financials535.710Sep 30, 202413F

MOAltria

0.98%+121.08K+0.01%11.42M0.01%Other53.470Sep 30, 202413F

LMTLockheed Martin

0.91%+1.02K+0.00%10.66M0.01%Defense488.130Sep 30, 202413F

LNGCheniere Energy

0.90%+5.93K+0.00%10.56M0.03%Mining210.490Sep 30, 202413F

MCKMcKesson

0.87%+4.13K+0.00%10.11M0.02%Medical Biology579.130Sep 30, 202413F

MCDMcDonald's

0.82%+19.01K+0.00%9.57M0.00%Leisure Services293.990Sep 30, 202413F

SOSouthern

0.81%+39.84K+0.00%9.46M0.01%Utilities83.160Sep 30, 202413F

PGProcter & Gamble

0.77%+4.54K+0.00%8.99M0.00%Manufacturing168.940Sep 30, 202413F

TSLATesla

0.77%+1.58K0.00%8.95M0.00%Auto462.280Sep 30, 202413F

PANWPalo Alto Networks

0.74%+4.64K+0.00%8.63M0.01%Computer189.510Sep 30, 202413F

CRMSalesforce

0.73%+4.89K+0.00%8.58M0.00%Computer344.430Sep 30, 202413F

FCXFreeport-McMoRan

0.72%+30.23K+0.00%8.41M0.01%Non-Ferrous Metals39.220Sep 30, 202413F

HDHome Depot

0.70%+8.08K+0.00%8.22M0.00%Commerce396.140Sep 30, 202413F

NVSNovartis AG

0.69%+6.37K+0.00%8.04M0.00%Medical Biology98.350Sep 30, 202413F

EPDEnterprise Products

0.68%+199.10K+0.01%7.92M0.01%Mining31.490Sep 30, 202413F

VZVerizon

0.66%+26.95K+0.00%7.75M0.00%Communication Equipment39.800Sep 30, 202413F

ALLAllstate

0.63%+31.78K+0.01%7.31M0.01%Non-Bank Financials195.520Sep 30, 202413F

LOWLowe's Companies

0.62%+19.98K+0.00%7.19M0.00%Commerce250.220Sep 30, 202413F

PEPPepsiCo

0.61%+8.50K+0.00%7.16M0.00%Food & Beverages152.810Sep 30, 202413F

RTXRTX Corp

0.60%+39.27K+0.00%7.06M0.00%Defense116.830Sep 30, 202413F

MRKMerck & Co

0.58%+10.83K+0.00%6.78M0.00%Medical Biology99.450Sep 30, 202413F

IBMIBM Corp

0.56%+1.63K+0.00%6.59M0.00%Computer224.410Sep 30, 202413F

WMBWilliams

0.56%+16.03K+0.00%6.57M0.01%Mining54.600Sep 30, 202413F

TAT&T

0.55%+49.59K+0.00%6.40M0.00%Communication Equipment22.950Sep 30, 202413F

BXBlackstone

0.55%+4.94K+0.00%6.38M0.01%Non-Bank Financials175.690Sep 30, 202413F

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