FF

Foundry Financial Group, Inc.

13F
Foundry Financial Group, Inc.
Last update 2025-05-05 58 Stocks (2 new)
Value $162.00 Mil Turnover 6 %
Countries:
Top Holdings: IVV(9.03%)QUAL(6.82%)AVIV(6.38%)JHML(5.87%)IEFA(5.85%)
Summary Stock Picks Current Portfolio
Foundry Financial Group, Inc. Top Holdings of 2025-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
IVV
iShares Core S&P 500 ETF
26,091
14,660.5
+6.28%
9.030
+0.53%
0.000
+17.02%
+7.08%
622,054.4
 
QUAL
iShares MSCI USA Quality Factor ETF
64,836
11,079.8
+72.00%
6.820
+2.85%
0.020
+12.73%
+3.71%
53,264.3
 
AVIV
Avantis International Large Cap Value ETF
Avantis International Large Cap Value ETF
182,737
10,357.5
-4.97%
6.380
-0.31%
1.600
+16.75%
+22.73%
771.2
 
JHML
John Hancock Multifactor Large Cap ETF
John Hancock Multifactor Large Cap ETF
141,417
9,534.3
+0.59%
5.870
+0.03%
1.060
+16.18%
+6.80%
995.3
 
IEFA
iShares Core MSCI EAFE ETF
125,603
9,501.9
-2.23%
5.850
-0.12%
0.010
+15.26%
+20.32%
142,203.0
 
AVLV
Avantis U.S. Large Cap Value ETF
119,210
7,773.7
+2.86%
4.790
+0.13%
0.120
+15.58%
+4.87%
7,750.6
 
IUSV
ISHARES TRUST
74,677
6,891.9
-1.38%
4.240
-0.06%
0.030
+11.82%
+4.61%
21,210.8
 
JTEK
JPMorgan U.S. Tech Leaders ETF
97,306
6,538.0
+3.37%
4.030
+0.13%
0.470
+29.61%
+9.81%
1,906.9
 
IEI
iShares 3-7 Year Treasury Bond ETF
51,000
6,024.9
+2.54%
3.710
+0.09%
0.040
+1.71%
+3.84%
15,239.1
 
PVAL
Putnam Focused Large Cap Value ETF
154,396
5,879.4
+3.19%
3.620
+0.11%
0.210
+15.18%
+10.87%
3,601.3
 

Foundry Financial Group, Inc.'s Historical Top Holdings Breakdowns

Foundry Financial Group, Inc.'s Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
QUAL
iShares MSCI USA Quality Factor ETF
2025-03-31
Add
Add
+2.85%
●
168.16 ($179.03) 186.21
$183.86
2.70%
Add 72%
64,836
27,141
IJH
iShares Core S&P Mid-Cap ETF
2025-03-31
Reduce
Reduce
-1.10%
●
57.21 ($62.1) 65.8
$63.44
2.16%
Reduce -41.68%
40,072
-28,641
XSHQ
Invesco S&P SmallCap Quality ETF
2025-03-31
Reduce
Reduce
-0.62%
●
37.78 ($41.34) 43.82
$41.49
0.36%
Reduce -27.96%
60,372
-23,434
IVV
iShares Core S&P 500 ETF
2025-03-31
Add
Add
+0.53%
●
554.06 ($590.51) 615.85
$626.44
6.08%
Add 6.28%
26,091
1,541
JHMM
John Hancock Multifactor Mid Cap ETF
John Hancock Multifactor Mid Cap ETF
2025-03-31
Reduce
Reduce
-0.40%
●
55.69 ($60.14) 63.12
$62.00
3.09%
Reduce -10.48%
93,468
-10,948
AVIV
Avantis International Large Cap Value ETF
Avantis International Large Cap Value ETF
2025-03-31
Reduce
Reduce
-0.31%
●
51.51 ($55.3) 58.54
$62.55
13.11%
Reduce -4.97%
182,737
-9,555
AVUV
Avantis U.S. Small Cap Value ETF
2025-03-31
Reduce
Reduce
-0.28%
●
84.96 ($93.96) 100.71
$94.88
0.98%
Reduce -14.58%
27,781
-4,741
HIMU
iShares High Yield Muni Active ETF
2025-03-31
New Buy
New Buy
+0.22%
●
49.18 ($50.01) 50.72
$47.99
-4.04%
New holding
7,107
7,107
IBDT
iShares iBonds Dec 2028 Term Corporate ETF
iShares iBonds Dec 2028 Term Corporate ETF
2025-03-31
Add
Add
+0.18%
●
24.79 ($25.06) 25.26
$25.27
0.84%
Add 20.62%
68,729
11,748
IBDR
iShares iBonds Dec 2026 Term Corporate ETF
iShares iBonds Dec 2026 Term Corporate ETF
2025-03-31
Add
Add
+0.17%
●
24.05 ($24.13) 24.21
$24.17
0.17%
Add 11.97%
109,017
11,653

Foundry Financial Group, Inc. Total Holding History ($B)

To

Foundry Financial Group, Inc.'s Asset Allocation

To

Foundry Financial Group, Inc. Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

Foundry Financial Group, Inc.'s Hypothetical Growth since 2025-03-31

Foundry Financial Group, Inc.'s Yearly Returns

Year Portfolio % % Excess Gain %

Foundry Financial Group, Inc.'s Holdings Heat Map

Size field:

Foundry Financial Group, Inc.'s Holdings Bubble Chart

Foundry Financial Group, Inc. News

  • 1

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