Foundations Investment Advisors, LLC Purchases in Q1 2025

Foundations Investment Advisors, LLC

  • $5.1 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
VOX
Vanguard Communication Service

ETFs
385K
New
$147.73 - $169.24 $56.8M - $65.1M
385K $57.1M
IGV
Ishares Expanded Tech Software

ETFs
506K
+ 4062.45%
$88.3 - $107.83 $44.7M - $54.6M
519K $46.2M
IYG
Ishares Tr

ETFs
485K
New
$74.6 - $84.81 $36.2M - $41.1M
485K $38.1M
ARKW
Ark Next Generation Internet E

ETFs
381K
New
$91.59 - $125.64 $34.9M - $47.8M
381K $36M
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
303K
+ 598.53%
$97.25 - $104.79 $29.5M - $31.8M
354K $36.7M
MTUM
Ishares Msci Usa Momentum Fact

ETFs
142K
+ 63.06%
$196.12 - $229.48 $27.8M - $32.6M
367K $74.2M
VCR
Vanguard Consumer Discretionar

ETFs
74.3K
New
$318.51 - $391.75 $23.7M - $29.1M
74.3K $24.2M
OEF
Ishares S&P 100 ETF

ETFs
85.9K
+ 296.77%
N/A
115K $30.6M
GS
Goldman Sachs Group Inc

Financial Services
39.6K
+ 476.34%
$524.81 - $672.19 $20.8M - $26.6M
47.9K $26.2M
SPY
Spdr S&P 500 ETF Trust

ETFs
48.1K
+ 22.47%
$551.42 - $612.93 $26.5M - $29.5M
262K $147M
HEFA
Ishares Currency Hedged Msci E

ETFs
564K
+ 695.74%
$34.83 - $37.52 $19.6M - $21.1M
645K $23.4M
MS
Morgan Stanley

Financial Services
158K
+ 220.17%
$111.68 - $141.08 $17.7M - $22.3M
230K $26.9M
XLY
Select Sector Spdr Consumer Di

ETFs
96K
+ 224.17%
$192.6 - $233.2 $18.5M - $22.4M
139K $27.4M
ISRG
Intuitive Surgical Inc

Healthcare
34.9K
+ 3012.33%
$476.63 - $610.45 $16.7M - $21.3M
36.1K $17.9M
IYC
Ishares U.S. Consumer Discreti

ETFs
182K
+ 2406.26%
$85.71 - $101.2 $15.6M - $18.4M
190K $16.8M
SMLF
Ishares Msci Usa Small Cap Mul

ETFs
256K
New
$60.91 - $71.4 $15.6M - $18.3M
256K $15.9M
XMHQ
Invesco Exchange Traded Fd Tr

ETFs
173K
+ 5519.3%
$89.18 - $104.04 $15.4M - $18M
176K $16.1M
HOOD
Robinhood Markets, Inc.

Technology
378K
New
$35.63 - $65.28 $13.5M - $24.7M
378K $15.7M
IEMG
Ishares Inc

ETFs
288K
+ 69.02%
N/A
705K $37.8M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
143K
+ 905.93%
$95.85 - $99.25 $13.7M - $14.2M
159K $15.7M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
500K
+ 349.93%
$27.01 - $28.54 $13.5M - $14.3M
643K $18M
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
208K
+ 926.56%
$65.27 - $71.18 $13.6M - $14.8M
231K $15.3M
CIEN
Ciena Corp

Technology
215K
New
$60.43 - $98.18 $13M - $21.1M
215K $13M
KBWB
Invesco ETF Tr Ii Kbw Bank ETF

ETFs
195K
New
$60.05 - $72.21 $11.7M - $14.1M
195K $12.3M
IUSB
Ishares Core Total Usd Bond Ma

ETFs
193K
+ 6.8%
$44.72 - $46.25 $8.64M - $8.94M
3.03M $140M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
122K
+ 17.31%
$91.45 - $91.75 $11.1M - $11.2M
826K $75.8M
LGLV
Spdr Ssga Us Large Cap Low Vol

ETFs
64.2K
New
$162.48 - $175.37 $10.4M - $11.3M
64.2K $11.2M
IWF
Ishares Russell 1000 Gr ETF

ETFs
31.5K
+ 320.69%
$360.07 - $417.26 $11.3M - $13.1M
41.3K $14.9M
IVE
Ishares S&P 500 Value ETF

ETFs
57.2K
+ 11.6%
$185.78 - $198.58 $10.6M - $11.4M
551K $105M
EFAV
Ishares Msci Eafe Min Vol Fact

ETFs
134K
New
$69.81 - $78.9 $9.34M - $10.6M
134K $10.4M
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
121K
+ 372.99%
$68.32 - $75.06 $8.28M - $9.09M
154K $11.5M
IAU
Ishares Gold Trust

ETFs
56.7K
+ 9.46%
$49.74 - $58.96 $2.82M - $3.34M
656K $38.7M
BABA
Alibaba Group Holding LTD

Consumer Cyclical
11.5K
+ 7.4%
$80.53 - $147.57 $926K - $1.7M
167K $22.1M
IVV
Ishares Core S&P 500 ETF

ETFs
25.3K
+ 10.68%
$554.06 - $615.85 $14M - $15.6M
263K $148M
KMI
Kinder Morgan, Inc.

Energy
253K
+ 563.31%
$26.1 - $31.22 $6.6M - $7.89M
298K $8.49M
LLY
Eli Lilly & CO

Healthcare
6.05K
+ 16.3%
$725.72 - $929.72 $4.39M - $5.63M
43.2K $35.7M
CRM
Salesforce, Inc.

Technology
34.3K
+ 94.05%
$268.36 - $359.95 $9.21M - $12.3M
70.8K $19M
KO
Coca Cola CO

Consumer Defensive
85.8K
+ 134.49%
$60.81 - $72.32 $5.21M - $6.2M
150K $10.7M
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
131K
+ 262.49%
$50.48 - $51.04 $6.6M - $6.67M
181K $9.15M
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
236K
+ 12.05%
$48.06 - $53.73 $11.4M - $12.7M
2.2M $107M
EMR
Emerson Electric CO

Industrials
55.9K
+ 1000.27%
$108.64 - $131.17 $6.07M - $7.33M
61.5K $6.74M
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
155K
+ 374.8%
$32.42 - $36.13 $5.04M - $5.61M
197K $6.49M
QUAL
Ishares Msci Usa Quality Facto

ETFs
58.4K
+ 8.43%
$168.16 - $186.21 $9.83M - $10.9M
751K $128M
JPM
Jpmorgan Chase & CO

Financial Services
17.4K
+ 13.59%
$225.19 - $279.95 $3.93M - $4.88M
146K $35.8M
C
Citigroup Inc

Financial Services
64.6K
+ 20.21%
$67.23 - $84.63 $4.34M - $5.47M
384K $27.3M
VFMV
Vanguard Wellington Fd

ETFs
32.4K
+ 32.05%
$119.38 - $128.27 $3.87M - $4.16M
134K $16.9M
FXU
First Tr Exchange Traded Fd Ut

ETFs
115K
New
$37.42 - $41.14 $4.32M - $4.75M
115K $4.73M
RTX
Raytheon Technologies Corp

Industrials
26.2K
+ 35.07%
$114.1 - $135.66 $2.99M - $3.55M
101K $13.4M
WMT
Walmart Inc.

Consumer Defensive
55.4K
+ 71.25%
$84.5 - $105.05 $4.68M - $5.82M
133K $11.7M
Activity Summary
Buys All Purchases 540 New Holdings 105 Increased Positions 435 Sells All Sells 294 Reductions 294 Sold out 0 Options Calls 0 Puts 0
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