Foundations Investment Advisors, LLC Q1 2023 vs. Q2 2023 13F Holdings Comparison

Investment firms regularly file a document called Form 13F with the Securities and Exchange Commission (SEC) to disclose their holdings of publicly traded securities. These filings offer valuable insights into the investment strategies of various firms. In this article, we will delve into the Q1 2023 and Q2 2023 13F holdings comparison of Foundations Investment Advisors, LLC.

TDSC, an exchange-listed fund traded on the stock market, experienced a significant decrease in shares held by Foundations Investment Advisors, LLC. In Q1 2023, they held 17,450,663 shares, but in Q2 2023, the number dropped to 12,462,113 shares, reflecting a decrease of 27.6%. Similarly, the value of the shares decreased from $384,787,000 to $278,777,000.

On the other hand, Foundations Investment Advisors, LLC increased their holdings in BIL, an ETF (exchange-traded fund) in the SPDR Series Trust. In Q1 2023, they held 1,123,845 shares, which grew to 1,604,219 shares in Q2 2023. This increase of 42.7% is significant and indicates confidence in the performance and potential of the fund.

Another notable change in holdings is seen in the company IVV, an ETF offered by iShares. Foundations Investment Advisors, LLC expanded their position from 208,135 shares in Q1 2023 to 282,910 shares in Q2 2023. This increase of 47.4% reflects a strong belief in the growth prospects of IVV.

In contrast, there was a substantial decline in Foundations Investment Advisors, LLC's holdings of TDSB, an exchange-listed fund. In Q1 2023, they held 6,480,888 shares, but by Q2 2023, the number decreased to 4,691,130 shares, representing a significant drop of 27.3%. This decrease in holdings suggests a reevaluation of the fund's potential.

Moving on to IUSB, an ETF provided by iShares, Foundations Investment Advisors, LLC increased their position from 1,333,336 shares to 2,065,195 shares, reflecting a substantial growth of 52.6%. This change indicates a positive outlook on the performance of IUSB.

Foundations Investment Advisors, LLC also increased their holdings in SHV, another iShares ETF. The number of shares held rose from 359,644 in Q1 2023 to 820,378 in Q2 2023, signifying a significant increase of 128%. This change suggests the organization's confidence in the performance and stability of SHV.

RPHS, a fund offered by Two Roads Shared Trust, experienced a decrease in holdings by Foundations Investment Advisors, LLC. In Q1 2023, they held 11,774,841 shares, whereas in Q2 2023, the number dropped to 9,366,378 shares, representing a decrease of 16%. This change indicates a potential reassessment of the fund's performance.

Foundations Investment Advisors, LLC also reduced their holdings in TDSD, an exchange-listed fund. In Q1 2023, they held 5,168,865 shares, but by Q2 2023, the number decreased to 3,230,535 shares, reflecting a decrease of 35.5%. This decrease suggests a reevaluation of the fund's potential or a shift in investment strategies.

QUAL, an iShares ETF, experienced an increase in Foundations Investment Advisors, LLC's holdings. In Q1 2023, they held 192,666 shares, which grew to 516,985 shares in Q2 2023, indicating a remarkable increase of 191.7%. This change suggests a positive outlook on the performance of QUAL.

Foundations Investment Advisors, LLC decreased their holdings in VGSH, a fund by Vanguard Scottsdale Funds. In Q1 2023, they held 1,479,653 shares, but in Q2 2023, the number dropped to 993,785 shares, reflecting a decrease of 33.8%. This decrease suggests a potential reassessment of the fund's performance.

XLK, a sector-specific fund offered by Select Sector SPDR Trust, witnessed an increase in Foundations Investment Advisors, LLC's holdings. In Q1 2023, they held 188,634 shares, which grew to 323,218 shares in Q2 2023. This increase of 97.3% indicates confidence in the sector's growth potential.

EFG, an iShares ETF, also experienced an increase in Foundations Investment Advisors, LLC's holdings. In Q1 2023, they held 344,367 shares, which grew to 479,787 shares in Q2 2023. This increase of 41.9% suggests a positive outlook on the performance and potential of EFG.

Overall, Foundations Investment Advisors, LLC made significant changes to their holdings in various funds. While they reduced their positions in some funds, they increased their stakes in others. These changes suggest a dynamic investment strategy and a response to the evolving market conditions. It will be interesting to monitor their future moves and see how these investments fare in the long run.

This article provides valuable insights into Foundations Investment Advisors, LLC's Q1 2023 and Q2 2023 13F holdings comparison. The analysis highlights notable changes in holdings and aims to provide readers with informative content about investment trends.