Holdings Channel
EntityShares/Amount
Change
Position Value
Change
IBDU +18,211+$416
NVDA +368+$333
IBTJ +13,801+$297
META +596+$289
AMZN +1,543+$278
BSMS +10,533+$247
GOOG +1,456+$222
BSCS +9,995+$201
BSCR +10,159+$196
EntityShares/Amount
Change
Position Value
Change
FEX -6,800-$613
EFA -5,016-$378
EFV -4,300-$224
EntityShares/Amount
Change
Position Value
Change
IJH +53,689+$269
IEF +25,268+$2,309
AVIV +22,446+$1,590
IEMG +22,262+$1,289
IBDT +20,200+$499
IEFA +18,185+$1,729
JEPI +17,990+$1,290
IBTI +17,218+$371
IBTH +16,198+$352
AVLV +15,042+$1,102
EntityShares/Amount
Change
Position Value
Change
BSMP -6,378-$159
BSMO -6,307-$158
FSCO -6,033-$22
DYNF -5,939-$159
IJR -3,344-$345
IBMM -1,950-$50
IBMP -1,685-$50
IBMO -1,680-$50
IBMN -1,349-$40
Size ($ in 1000's)
At 03/31/2024: $140,108
At 12/31/2023: $117,968

Foundry Financial Group Inc. holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Foundry Financial Group Inc. 13F filings. Link to 13F filings: SEC filings

All Stocks Held By Foundry Financial Group Inc.
As of  03/31/2024, we find all stocks held by Foundry Financial Group Inc. to be as follows, presented in the table below with each row detailing each Foundry Financial Group Inc. position, ordered by largest to smallest position size. The all-stocks-held-by-Foundry Financial Group Inc. table shows the entity held in the first column (click any entity to explore other funds holding positions), the share amount held, the share count change between the last two reporting periods, and finally the position size for all stocks held by Foundry Financial Group Inc. as of the latest filing.

   EntityAmountChange
 12/31/2023 to 03/31/2024
Position Size
($ in 1000's)
ISHARES TR (IUSV) 130,901 +2,733 $11,839
     IUSV130,901+2,733$11,839
AMERICAN CENTY ETF TR (AVIV) 167,205 +22,446 $9,042
     AVIV167,205+22,446$9,042
JOHN HANCOCK EXCHANGE TRADED (JHML) 139,042 +11,913 $9,004
     JHML139,042+11,913$9,004
ISHARES TR (HDV) 80,849 +7,965 $8,910
     HDV80,849+7,965$8,910
ISHARES TR (IEFA) 116,180 +18,185 $8,623
     IEFA116,180+18,185$8,623
ISHARES INC (IEMG) 159,588 +22,262 $8,235
     IEMG159,588+22,262$8,235
ISHARES TR (IVV) 15,245 +1,415 $8,015
     IVV15,245+1,415$8,015
ISHARES TR (IEF) 73,262 +25,268 $6,935
     IEF73,262+25,268$6,935
ISHARES TR (QUAL) 38,404 -498 $6,312
     QUAL38,404-498$6,312
J P MORGAN EXCHANGE TRADED F (JEPI) 104,671 +17,990 $6,056
     JEPI104,671+17,990$6,056
JOHN HANCOCK EXCHANGE TRADED (JHMM) 98,645 +10,331 $5,660
     JHMM98,645+10,331$5,660
INVESCO EXCH TRADED FD TR II (XSHQ) 132,319 +9,699 $5,449
     XSHQ132,319+9,699$5,449
ISHARES TR (IJS) 52,416 +5,611 $5,386
     IJS52,416+5,611$5,386
ISHARES TR (IUSG) 44,693 +3,618 $5,238
     IUSG44,693+3,618$5,238
ISHARES TR (IJH) 67,514 +53,689 $4,101
     IJH67,514+53,689$4,101
AMERICAN CENTY ETF TR (AVLV) 35,986 +15,042 $2,312
     AVLV35,986+15,042$2,312
ISHARES TR (IBDR) 89,062 +11,315 $2,124
     IBDR89,062+11,315$2,124
ISHARES TR (IBDQ) 82,290 +6,381 $2,042
     IBDQ82,290+6,381$2,042
ISHARES TR (IBDS) 85,454 +14,049 $2,034
     IBDS85,454+14,049$2,034
CME GROUP INC 9,438 +8 $2,032
     CME9,438+8$2,032
ISHARES TR (IBMN) 50,522 -1,349 $1,337
     IBMN50,522-1,349$1,337
ISHARES TR (SHV) 11,259 +204 $1,245
     SHV11,259+204$1,245
ISHARES TR (IBDT) 45,917 +20,200 $1,144
     IBDT45,917+20,200$1,144
ISHARES TR (IBMO) 43,133 -1,680 $1,093
     IBMO43,133-1,680$1,093
ISHARES TR (IBTH) 46,280 +16,198 $1,026
     IBTH46,280+16,198$1,026
ISHARES TR (IBDP) 39,784 +8,342 $997
     IBDP39,784+8,342$997
ISHARES TR (IBTI) 39,443 +17,218 $865
     IBTI39,443+17,218$865
ISHARES TR (IBTG) 37,908 +13,057 $861
     IBTG37,908+13,057$861
ISHARES TR (IJR) 7,663 -3,344 $847
     IJR7,663-3,344$847
ISHARES TR (IBTF) 36,176 +12,246 $840
     IBTF36,176+12,246$840
ISHARES TR (IBMM) 32,025 -1,950 $831
     IBMM32,025-1,950$831
ISHARES TR (IBTE) 31,729 +7,332 $760
     IBTE31,729+7,332$760
ISHARES TR (IBMP) 29,633 -1,685 $746
     IBMP29,633-1,685$746
MICROSOFT CORP 1,685 +446 $709
     MSFT1,685+446$709
BLACKROCK ETF TRUST (DYNF) 15,868 -5,939 $705
     DYNF15,868-5,939$705
ISHARES TR (SHY) 7,815 +22 $639
     SHY7,815+22$639
APPLE INC 2,974 +381 $510
     AAPL2,974+381$510
INNOVATOR ETFS TRUST (PFEB) 13,700 UNCH $468
     PFEB13,700UNCH$468
ISHARES TR (IBDU) 18,211 +18,211 $416
     IBDU18,211+18,211$416
ISHARES TR (TIP) 3,757 UNCH $404
     TIP3,757UNCH$404
NVIDIA CORPORATION 368 +368 $333
     NVDA368+368$333
INVESCO EXCH TRD SLF IDX FD 15,717 -300 $330
     BSCO15,717-300$330
ISHARES TR (IBTJ) 13,801 +13,801 $297
     IBTJ13,801+13,801$297
META PLATFORMS INC 596 +596 $289
     META596+596$289
AMAZON COM INC 1,543 +1,543 $278
     AMZN1,543+1,543$278
FS CREDIT OPPORTUNITIES CORP 45,528 -6,033 $270
     FSCO45,528-6,033$270
INVESCO EXCH TRD SLF IDX FD 11,300 UNCH $266
     BSMQ11,300UNCH$266
INVESCO EXCH TRD SLF IDX FD 10,900 -6,378 $265
     BSMP10,900-6,378$265
INVESCO EXCH TRD SLF IDX FD 10,544 +1,184 $249
     BSMR10,544+1,184$249
INVESCO EXCH TRD SLF IDX FD 10,533 +10,533 $247
     BSMS10,533+10,533$247
INVESCO EXCH TRD SLF IDX FD 9,790 -6,307 $243
     BSMO9,790-6,307$243
ALPHABET INC 1,456 +1,456 $222
     GOOG1,456+1,456$222
INVESCO EXCH TRD SLF IDX FD 10,830 UNCH $221
     BSCP10,830UNCH$221
ISHARES TR (VLUE) 1,914 -1,136 $207
     VLUE1,914-1,136$207
INVESCO EXCH TRD SLF IDX FD 10,541 UNCH $202
     BSCQ10,541UNCH$202
INVESCO EXCH TRD SLF IDX FD 9,995 +9,995 $201
     BSCS9,995+9,995$201
INVESCO EXCH TRD SLF IDX FD 10,159 +10,159 $196
     BSCR10,159+10,159$196
ISHARES TR $0 (exited)
     EFA0-5,016$0
ISHARES TR $0 (exited)
     EFV0-4,300$0
FIRST TR LRGE CP CORE ALPHA 0 -6,800 $0 (exited)
     FEX0-6,800$0

See Summary: Foundry Financial Group Inc. Top Holdings
See Details: Top 10 Stocks Held By Foundry Financial Group Inc.

All Stocks Held By Foundry Financial Group Inc. | www.HoldingsChannel.com | Copyright © 2013 - 2024, All Rights Reserved

Nothing in Holdings Channel is intended to be investment advice, nor does it represent the opinion of, counsel from, or recommendations by BNK Invest Inc. or any of its affiliates, subsidiaries or partners. None of the information contained herein constitutes a recommendation that any particular security, portfolio, transaction, or investment strategy is suitable for any specific person. All viewers agree that under no circumstances will BNK Invest, Inc,. its subsidiaries, partners, officers, employees, affiliates, or agents be held liable for any loss or damage caused by your reliance on information obtained. By visiting, using or viewing this site, you agree to the following Full Disclaimer & Terms of Use and Privacy Policy. Video widget and market videos powered by Market News Video. Quote and option data delayed at least 15 minutes; stock quote data powered by Ticker Technologies, and Mergent. Contact Holdings Channel; Meet Our Editorial Staff.