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
XLSR
Ssga Active Tr Spdr Ssga Us Se

ETFs
25.1K
+ 16.08%
$51.31 - $55.61 $1.29M - $1.4M
181K $9.69M
PG
Procter & Gamble CO

Consumer Defensive
11.1K
+ 21.22%
$161.05 - $179.7 $1.79M - $1.99M
63.3K $10.6M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
51.3K
+ 72.85%
$34.13 - $37.35 $1.75M - $1.92M
122K $4.16M
WMT
Walmart Inc.

Consumer Defensive
9.3K
+ 13.59%
$79.1 - $95.7 $736K - $890K
77.8K $7.02M
T
At&T Inc.

Communication Services
55.3K
+ 18.9%
$21.22 - $23.88 $1.17M - $1.32M
348K $7.92M
SCHG
Schwab Strategic Tr Us Large C

ETFs
282K
+ 336.53%
$25.93 - $105.3 $7.32M - $29.7M
366K $10.2M
ARCC
Ares Capital Corp

Financial Services
55.6K
+ 23.25%
$20.74 - $22.27 $1.15M - $1.24M
295K $6.45M
AOR
Ishares Tr Core Growth Allocat

ETFs
31.5K
+ 15.4%
$57.32 - $59.66 $1.8M - $1.88M
236K $13.5M
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
3.28K
+ 123.71%
$417.69 - $450.94 $1.37M - $1.48M
5.93K $2.52M
BRK-A
Berkshire Hathaway Inc

Financial Services
2
New
$664750.0 - $724132.5 $1.33M - $1.45M
2 $1.36M
NFLX
Netflix Inc

Communication Services
670
+ 19.35%
$687.65 - $936.56 $461K - $627K
4.13K $3.68M
BIZD
Vaneck Vectors ETF Tr Bdc Inco

ETFs
71.4K
+ 26.53%
$15.9 - $17.05 $1.14M - $1.22M
341K $5.66M
JBBB
Janus Detroit Str Tr Henderson

ETFs
24.1K
+ 26.94%
$48.59 - $49.45 $1.17M - $1.19M
114K $5.58M
BSJP
Invesco Et Sf Idxd Fd Tr Bulle

ETFs
51.8K
+ 318.52%
$23.02 - $23.23 $1.19M - $1.2M
68K $1.57M
XLP
Consumer Staples Sector Spdr

ETFs
15.5K
+ 8.36%
N/A
201K $15.3M
VRT
Vertiv Holdings CO

Industrials
13.6K
+ 7.89%
N/A
186K $16.1M
SEIX
Virtus ETF Tr Ii Seix Sr Ln Et

ETFs
47.9K
+ 25.72%
$23.8 - $24.11 $1.14M - $1.16M
234K $5.61M
FLBL
Franklin Templeton ETF Tr Libe

ETFs
48.3K
+ 26.03%
$24.13 - $24.45 $1.17M - $1.18M
234K $5.67M
DXJ
Wisdomtree Trust Japan Hedged

ETFs
5.66K
+ 4.53%
$105.85 - $112.84 $599K - $639K
131K $14.4M
HYGH
Ishares U S ETF Tr Int Rate He

ETFs
13.3K
+ 24.66%
$85.41 - $87.1 $1.13M - $1.16M
67.1K $5.79M
LQDH
Ishares U S ETF Tr Int Rate He

ETFs
12.6K
+ 25.89%
$92.58 - $93.71 $1.16M - $1.18M
61K $5.66M
ICF
Ishares Tr

ETFs
54.7K
+ 14.13%
$58.8 - $66.61 $3.22M - $3.64M
442K $26.6M
EPD
Enterprise Products Partners L.P.

Energy
15.3K
+ 5.56%
$28.66 - $34.43 $439K - $527K
290K $9.11M
RDVY
First Trust Rising Dividend Ac

ETFs
18.7K
+ 6.71%
$58.65 - $64.37 $1.1M - $1.21M
298K $17.6M
IWB
Ishares Tr Russell 1000 ETF

ETFs
3.33K
+ 342.9%
$311.11 - $335.64 $1.04M - $1.12M
4.31K $1.39M
VZ
Verizon Communications Inc

Communication Services
48.3K
+ 27.74%
$39.6 - $45.21 $1.91M - $2.18M
222K $8.89M
ARDC
Ares Dynamic Credit Allocation Fund, Inc.

Financial Services
74.2K
+ 23.17%
$14.88 - $15.58 $1.1M - $1.16M
395K $5.96M
GOOG
Alphabet Inc.

Communication Services
3.22K
+ 17.11%
$163.08 - $198.16 $524K - $637K
22K $4.19M
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
10.2K
+ 274.89%
$100.16 - $100.7 $1.03M - $1.03M
14K $1.4M
STIP
Ishares Barclays 0 5 Year Tips

ETFs
10.1K
New
$100.24 - $101.35 $1.01M - $1.02M
10.1K $1.01M
AINV
Apollo Investment Corp

Financial Services
88.5K
+ 28.39%
N/A
400K $4.45M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
2.14K
+ 9.3%
$172.07 - $207.36 $369K - $444K
25.2K $4.98M
MARA
Marathon Digital Holdings, Inc.

Financial Services
42.5K
+ 61.21%
N/A
112K $2.52M
SCHA
Schwab Strategic Tr Us Small C

ETFs
489K
+ 106.93%
$25.33 - $51.16 $12.4M - $25M
947K $24.5M
CEFS
Exchange Listed Fds Tr Saba Cl

ETFs
51K
+ 23.44%
$21.42 - $22.58 $1.09M - $1.15M
268K $5.75M
VFQY
Vanguard Wellington Fd U S Qua

ETFs
7.95K
+ 7.59%
$139.44 - $150.37 $1.11M - $1.19M
113K $15.9M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
14.5K
+ 64.33%
$61.68 - $67.87 $897K - $987K
37.2K $2.31M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
2.44K
+ 7.97%
$442.29 - $483.08 $1.08M - $1.18M
33.1K $15M
GME
Game Stop Corp.

Consumer Cyclical
28K
New
$20.5 - $32.99 $574K - $924K
28K $877K
PFFA
Etfis Ser Tr I

ETFs
48.9K
+ 22.89%
$21.82 - $23.21 $1.07M - $1.14M
263K $5.75M
AFIF
Two Rds Shared Tr

ETFs
104K
+ 7.92%
$9.13 - $9.23 $951K - $962K
1.42M $13M
SPSB
Spdr Portfolio Short Term Corp

ETFs
27.5K
+ 158.24%
$29.77 - $30.19 $820K - $831K
44.9K $1.34M
PFE
Pfizer Inc

Healthcare
36.1K
+ 43.63%
$24.8 - $30.19 $896K - $1.09M
119K $3.16M
SPAB
Spdr Portfolio Aggregate Bond

ETFs
35.8K
+ 28.1%
$24.94 - $26.14 $892K - $935K
163K $4.08M
IGV
Ishares Expanded Tech Software

ETFs
6.66K
+ 114.88%
$87.5 - $110.17 $583K - $734K
12.5K $1.25M
IYC
Ishares U.S. Consumer Discreti

ETFs
7.57K
New
$85.96 - $101.28 $650K - $766K
7.57K $727K
AOA
Ishares Tr Core Aggressive All

ETFs
11.2K
+ 18.29%
$76.61 - $79.88 $858K - $894K
72.4K $5.55M
BSJQ
Invesco Etsf Fd Tr Bulletshare

ETFs
30.7K
+ 296.46%
$23.25 - $23.56 $713K - $722K
41K $954K
STOT
Spdr Doubleline Short Duration

ETFs
16.4K
+ 17.13%
$46.75 - $47.33 $766K - $776K
112K $5.25M
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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