Foundations Investment Advisors, LLC Purchases in Q3 2024

Foundations Investment Advisors, LLC

  • $4.46 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
IUSB
Ishares Core Total Usd Bond Ma

ETFs
954K
+ 44.97%
$44.83 - $47.42 $42.8M - $45.2M
3.07M $145M
EFV
Msci Eafe Value ETF

ETFs
804K
+ 137.51%
$51.72 - $57.96 $41.6M - $46.6M
1.39M $79.9M
XLV
Select Sector Spdr Fund Health

ETFs
150K
+ 87.67%
$143.3 - $157.24 $21.5M - $23.6M
321K $49.4M
IVW
Ishares S&P 500 Growth ETF

ETFs
180K
+ 14.43%
$84.77 - $97.13 $15.3M - $17.5M
1.43M $137M
ADME
ETF Ser Solutions Aptus Drawnd

ETFs
386K
+ 168.49%
$42.55 - $46.2 $16.4M - $17.8M
616K $28.4M
AAPL
Apple Inc.

Technology
49.7K
+ 17.05%
$207.23 - $234.82 $10.3M - $11.7M
342K $79.6M
VGIT
Vanguard Intermediate Term Tre

ETFs
287K
+ 520.35%
$57.8 - $60.8 $16.6M - $17.5M
342K $20.7M
VCIT
Vanguard Intermediate Term Cor

ETFs
192K
+ 1783.95%
$79.29 - $84.02 $15.3M - $16.2M
203K $17M
QUAL
Ishares Msci Usa Quality Facto

ETFs
60.6K
+ 10.1%
$162.64 - $179.3 $9.86M - $10.9M
660K $118M
VRT
Vertiv Holdings CO

Industrials
172K
New
$86.66 - $86.66 $14.9M - $14.9M
172K $14.9M
MSFT
Microsoft Corp

Technology
36.6K
+ 34.33%
$395.15 - $467.56 $14.4M - $17.1M
143K $61.6M
SHY
Ishares Barclays 1 3 Year Trea

ETFs
164K
+ 79.08%
$81.31 - $83.29 $13.3M - $13.7M
371K $30.9M
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
180K
+ 10.39%
$44.24 - $49.47 $7.95M - $8.89M
1.91M $94.5M
SPY
Spdr S&P 500 ETF Trust

ETFs
13.6K
+ 7.57%
$517.38 - $573.86 $7.02M - $7.79M
193K $111M
QQQ
Invesco Qqq Trust, Series 1

ETFs
23.3K
+ 16.4%
$434.77 - $502.96 $10.1M - $11.7M
166K $80.8M
IVE
Ishares S&P 500 Value ETF

ETFs
32.6K
+ 7.97%
$181.06 - $197.17 $5.9M - $6.42M
441K $87M
XLC
Select Sector Spdr Tr Communic

ETFs
107K
+ 18.81%
$82.16 - $90.4 $8.78M - $9.66M
675K $61M
DBND
Doubleline ETF Tr Opportunisti

ETFs
237K
+ 871.83%
$44.93 - $47.6 $10.6M - $11.3M
264K $12.5M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
103K
+ 113.6%
$96.25 - $101.98 $9.95M - $10.5M
194K $19.7M
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
163K
+ 37.48%
$56.04 - $62.99 $9.15M - $10.3M
599K $36.6M
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
48.9K
+ 44.87%
$211.47 - $281.27 $10.3M - $13.8M
158K $38.8M
LMBS
First Tr ETF Fd Iv First Tr Lo

ETFs
200K
+ 449.26%
$47.95 - $49.61 $9.57M - $9.9M
244K $12.1M
META
Meta Platforms, Inc.

Communication Services
12.3K
+ 31.5%
$453.41 - $572.44 $5.57M - $7.03M
51.3K $29.3M
NVDA
Nvidia Corp

Technology
86.1K
+ 19.4%
$98.91 - $134.91 $8.51M - $11.6M
530K $64.3M
COST
Costco Wholesale Corp

Consumer Defensive
9.47K
+ 183.05%
$801.83 - $917.05 $7.59M - $8.68M
14.6K $13M
LLY
Eli Lilly & CO

Healthcare
10.1K
+ 44.18%
$772.14 - $960.02 $7.82M - $9.72M
33.1K $29.3M
XLK
Technology Sector Spdr

ETFs
37.5K
+ 18.43%
$197.34 - $237.68 $7.4M - $8.91M
241K $54.4M
XOM
Exxon Mobil Corp

Energy
63.8K
+ 32.48%
$109.72 - $119.0 $7M - $7.59M
260K $30.5M
AESR
Two Rds Shared Tranfield Us Eq

ETFs
262K
+ 5.72%
$15.26 - $16.99 $3.99M - $4.45M
4.84M $82.2M
XLI
Industrial Sector Spdr

ETFs
40.2K
+ 35.77%
$120.56 - $135.44 $4.84M - $5.44M
152K $20.6M
MO
Altria Group, Inc.

Consumer Defensive
121K
+ 117.45%
$45.95 - $54.71 $5.56M - $6.62M
224K $11.4M
ABBV
Abb Vie Inc.

Healthcare
28.6K
+ 79.04%
$163.84 - $199.33 $4.69M - $5.71M
64.9K $12.8M
MCD
Mcdonalds Corp

Consumer Cyclical
19K
+ 148.92%
$245.82 - $304.51 $4.67M - $5.79M
31.8K $9.68M
VFQY
Vanguard Wellington Fd U S Qua

ETFs
41K
+ 64.25%
$130.03 - $143.03 $5.33M - $5.86M
105K $15M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
11.5K
+ 59.98%
$405.19 - $478.57 $4.65M - $5.49M
30.6K $14.1M
ALL
Allstate Corp

Financial Services
31.8K
+ 461.89%
$158.43 - $192.86 $5.03M - $6.13M
38.7K $7.33M
IYW
Ishares Dj Us Tech ETF

ETFs
38.6K
+ 17.68%
$133.16 - $158.73 $5.15M - $6.13M
257K $39M
UNH
Unitedhealth Group Inc

Healthcare
4.6K
+ 10.52%
$488.01 - $604.18 $2.24M - $2.78M
48.3K $28.2M
EPD
Enterprise Products Partners L.P.

Energy
199K
+ 262.11%
$27.88 - $30.0 $5.55M - $5.97M
275K $8.01M
LOW
Lowes Companies Inc

Consumer Cyclical
20K
+ 307.04%
$213.3 - $270.78 $4.26M - $5.41M
26.5K $7.17M
CMI
Cummins Inc

Industrials
17.4K
+ 1197.46%
$266.63 - $326.4 $4.65M - $5.69M
18.9K $6.11M
KR
Kroger CO

Consumer Defensive
98.6K
+ 1964.28%
$50.43 - $57.3 $4.97M - $5.65M
104K $5.94M
PSA
Public Storage

Real Estate
15.1K
+ 778.47%
$283.13 - $365.01 $4.29M - $5.53M
17.1K $6.22M
AVDE
American Centy ETF Tr Avantis

ETFs
59.9K
+ 19.97%
$60.09 - $67.67 $3.6M - $4.06M
360K $24.1M
BABA
Alibaba Group Holding LTD

Consumer Cyclical
13.2K
+ 11.43%
$72.18 - $107.33 $950K - $1.41M
128K $13.6M
SPG
Simon Property Group Inc

Real Estate
31.5K
New
$146.09 - $170.11 $4.6M - $5.35M
31.5K $5.32M
ORCL
Oracle Corp

Technology
9.5K
+ 7.76%
$125.9 - $170.35 $1.2M - $1.62M
132K $22.5M
RTX
Raytheon Technologies Corp

Industrials
39.3K
+ 220.77%
$99.55 - $123.34 $3.91M - $4.84M
57.1K $6.91M
VFMV
Vanguard Wellington Fd

ETFs
38K
+ 67.06%
$113.29 - $121.87 $4.3M - $4.63M
94.6K $11.5M
Activity Summary
Buys All Purchases 591 New Holdings 123 Increased Positions 468 Sells All Sells 193 Reductions 193 Sold out 0 Options Calls 0 Puts 0
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