Foundations Investment Advisors, LLC Purchases in Q4 2024

Foundations Investment Advisors, LLC

  • $4.87 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
Flagstar Financial Inc
40K
New
N/A
40K $0
Reddit Inc
155
+ 3.0%
N/A
5.33K $0
Ge Healthcare Technologies I
424
+ 13.56%
N/A
3.55K $0
Ge Vernova Inc
158
+ 7.06%
N/A
2.4K $0
J P Morgan Exchange Traded F
5.48K
+ 24.1%
N/A
28.2K $0
Grayscale Bitcoin Mini Tr Et
22.2K
New
N/A
22.2K $0
Gsk PLC
1.6K
+ 15.76%
N/A
11.7K $0
Proshares Tr
11.6K
New
N/A
11.6K $0
Innovator Etfs Trust
378
+ 3.58%
N/A
10.9K $0
VTR
Ventas, Inc.

Real Estate
304
+ 7.93%
$57.73 - $66.48 $17.5K - $20.2K
4.14K $243K
DKL
Delek Logistics Partners, LP

Energy
75
+ 1.56%
$38.06 - $44.95 $2.85K - $3.37K
4.9K $206K
EXP
Eagle Materials Inc

Basic Materials
111
+ 14.7%
$246.48 - $315.29 $27.4K - $35K
866 $213K
USMV
Ishares Msci Usa Min Vol Facto

ETFs
1.83K
+ 2.74%
$88.59 - $94.57 $162K - $173K
68.5K $6.08M
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
49
+ 1.24%
$51.33 - $53.74 $2.52K - $2.63K
4.01K $206K
BMRN
Biomarin Pharmaceutical Inc

Healthcare
161
+ 4.12%
$61.93 - $70.49 $9.97K - $11.3K
4.07K $267K
UPS
United Parcel Service Inc

Industrials
1.21K
+ 7.62%
$122.65 - $138.35 $148K - $167K
17.1K $2.15M
FIS
Fidelity National Information Services, Inc.

Technology
14
+ 0.36%
$80.14 - $90.95 $1.12K - $1.27K
3.9K $315K
AGNC
Agnc Investment Corp.

Real Estate
968
+ 5.57%
$9.21 - $10.59 $8.92K - $10.3K
18.4K $169K
NSC
Norfolk Southern Corp

Industrials
64
+ 3.18%
$230.6 - $277.0 $14.8K - $17.7K
2.08K $487K
PLAB
Photronics Inc

Technology
8
+ 0.08%
$22.8 - $28.06 $182 - $224
9.5K $223K
WTRG
Essential Utilities, Inc.

Utilities
185
+ 2.08%
$36.18 - $40.55 $6.69K - $7.5K
9.09K $330K
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
5.57K
+ 183.14%
$27.54 - $83.04 $153K - $463K
8.61K $238K
FVD
First Tr Value Line Divid Inde

ETFs
661
+ 2.77%
$43.4 - $46.7 $28.7K - $30.9K
24.5K $1.07M
MDLZ
Mondelez International, Inc.

Consumer Defensive
555
+ 15.82%
$59.25 - $72.99 $32.9K - $40.5K
4.06K $242K
OXY
Occidental Petroleum Corp

Energy
79
+ 0.74%
$45.36 - $55.91 $3.58K - $4.42K
10.7K $531K
AEP
American Electric Power CO Inc

Utilities
587
+ 8.44%
$90.91 - $102.21 $53.4K - $60K
7.54K $695K
TOL
Toll Brothers, Inc.

Consumer Cyclical
367
+ 15.62%
$123.8 - $167.8 $45.4K - $61.6K
2.72K $342K
EYLD
Cambria ETF Tr Emerging Shareh

ETFs
274
+ 2.93%
$31.31 - $35.01 $8.58K - $9.59K
9.61K $301K
NKE
Nike, Inc.

Consumer Cyclical
510
+ 10.62%
$73.36 - $89.13 $37.4K - $45.5K
5.31K $402K
DD
Du Pont De Nemours, Inc.

Basic Materials
528
+ 10.92%
$75.95 - $88.05 $40.1K - $46.5K
5.37K $409K
LUMN
Lumen Technologies, Inc.

Communication Services
199
+ 1.52%
$5.31 - $10.12 $1.06K - $2.01K
13.3K $70K
UNP
Union Pacific Corp

Industrials
122
+ 4.24%
$223.15 - $249.32 $27.2K - $30.4K
3K $683K
HSY
Hershey CO

Consumer Defensive
39
+ 2.85%
$168.67 - $193.65 $6.58K - $7.55K
1.41K $238K
CL
Colgate Palmolive CO

Consumer Defensive
81
+ 3.36%
$90.22 - $102.31 $7.31K - $8.29K
2.49K $226K
D
Dominion Energy, Inc

Utilities
365
+ 3.2%
$52.63 - $60.92 $19.2K - $22.2K
11.8K $633K
AFL
Aflac Inc

Financial Services
212
+ 3.67%
$100.37 - $115.27 $21.3K - $24.4K
6K $620K
GD
General Dynamics Corp

Industrials
220
+ 10.15%
$260.28 - $314.03 $57.3K - $69.1K
2.39K $629K
NOC
Northrop Grumman Corp

Industrials
125
+ 8.46%
$466.52 - $543.88 $58.3K - $68K
1.6K $752K
SLB
Schlumberger Limited

Energy
74
+ 0.83%
$36.83 - $45.59 $2.73K - $3.37K
8.95K $343K
BLV
Vanguard Bd Index Fd Inc Long

ETFs
37
+ 0.78%
$68.25 - $75.42 $2.53K - $2.79K
4.79K $327K
TXT
Textron Inc

Industrials
169
+ 4.12%
$75.82 - $90.32 $12.8K - $15.3K
4.27K $326K
IDXX
Idexx Laboratories Inc

Healthcare
18
+ 3.66%
$406.92 - $495.42 $7.32K - $8.92K
510 $210K
POOL
Pool Corp

Industrials
25
+ 1.81%
$339.32 - $390.03 $8.48K - $9.75K
1.41K $480K
KMB
Kimberly Clark Corp

Consumer Defensive
334
+ 4.37%
$130.37 - $146.09 $43.5K - $48.8K
7.98K $1.05M
CTRE
Care Trust Reit, Inc.

Real Estate
15
+ 0.13%
$26.8 - $32.79 $402 - $492
11.4K $309K
MPC
Marathon Petroleum Corp

Energy
504
+ 10.16%
$131.65 - $174.84 $66.4K - $88.1K
5.47K $762K
AVDV
American Centy ETF Tr Avantis

ETFs
2.23K
+ 6.46%
$63.85 - $70.4 $143K - $157K
36.8K $2.4M
AMD
Advanced Micro Devices Inc

Technology
6.63K
+ 33.83%
$118.88 - $172.8 $788K - $1.15M
26.2K $3.17M
CARR
Carrier Global Corp

Industrials
209
+ 3.62%
$66.69 - $82.65 $13.9K - $17.3K
5.99K $408K
Activity Summary
Buys All Purchases 583 New Holdings 96 Increased Positions 487 Sells All Sells 228 Reductions 228 Sold out 0 Options Calls 1 Puts 0
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