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
DFAU
Dimensional ETF Tr

ETFs
35.8K
+ 29.51%
$37.84 - $42.29 $1.36M - $1.52M
157K $6.05M
FTEC
Fidelity Covington Tr Msci Inf

ETFs
6.99K
New
$161.27 - $192.3 $1.13M - $1.34M
6.99K $1.13M
AOA
Ishares Tr Core Aggressive All

ETFs
14.8K
+ 20.38%
$75.7 - $80.01 $1.12M - $1.18M
87.2K $6.67M
TIPX
Spdr Bloomberg 1 10 Year Tips

ETFs
56.7K
+ 367.88%
$18.46 - $19.19 $1.05M - $1.09M
72.1K $1.38M
ILF
Ishares Latin America 40 ETF

ETFs
46.2K
New
$20.87 - $24.43 $965K - $1.13M
46.2K $1.09M
SHYG
Ishares 0 5 Year High Yield CO

ETFs
25.6K
+ 62.37%
$42.38 - $43.28 $1.09M - $1.11M
66.7K $2.83M
GLDM
World Gold Trust

ETFs
10.1K
+ 22.76%
$52.19 - $61.89 $527K - $624K
54.4K $3.37M
ABBV
Abb Vie Inc.

Healthcare
1.83K
+ 8.81%
$169.2 - $216.66 $309K - $396K
22.6K $4.73M
SPAB
Spdr Portfolio Aggregate Bond

ETFs
37K
+ 22.69%
$24.73 - $25.62 $915K - $948K
200K $5.11M
BRK-A
Berkshire Hathaway Inc

Financial Services
1
+ 50.0%
$663000.0 - $801950.0 $663K - $802K
3 $2.4M
ANGL
Vaneck ETF Tr Fallen Angel Hig

ETFs
35.1K
+ 276.35%
$28.55 - $29.09 $1M - $1.02M
47.8K $1.38M
VCIT
Vanguard Intermediate Term Cor

ETFs
8.45K
+ 3.9%
$79.17 - $82.04 $669K - $693K
225K $18.4M
WFC
Wells Fargo & Company

Financial Services
13.4K
+ 53.68%
$66.78 - $81.42 $892K - $1.09M
38.2K $2.74M
MSTR
Microstrategy Inc

Technology
3.93K
+ 3.81%
$239.27 - $396.5 $941K - $1.56M
107K $30.9M
PG
Procter & Gamble CO

Consumer Defensive
4.76K
+ 7.52%
$158.56 - $176.26 $755K - $840K
68.1K $11.6M
DXJ
Wisdomtree Trust Japan Hedged

ETFs
9.02K
+ 6.91%
$106.46 - $114.75 $960K - $1.03M
140K $15.4M
XLB
Select Sector Spdr Fd Material

ETFs
11.3K
+ 438.38%
$83.19 - $90.99 $940K - $1.03M
13.9K $1.19M
RKLB
Rocket Lab Usa, Inc.

Industrials
54.4K
New
$17.12 - $31.57 $932K - $1.72M
54.4K $973K
VNQ
Vanguard Specialized Funds Van

ETFs
10.5K
+ 210.45%
$85.55 - $94.34 $898K - $990K
15.5K $1.4M
DSI
Ishares Msci Kld 400 Social Et

ETFs
9.28K
New
$101.98 - $115.66 $946K - $1.07M
9.28K $950K
STPZ
Pimco ETF Tr 1 5 Yr Us Tips In

ETFs
17.5K
New
$52.31 - $54.02 $915K - $945K
17.5K $945K
FDMO
Fidelity Covington Tr Momentum

ETFs
14.6K
+ 288.83%
$63.36 - $74.35 $924K - $1.08M
19.6K $1.28M
VLO
Valero Energy Corp

Energy
3.9K
+ 9.14%
$121.76 - $142.99 $474K - $557K
46.5K $6.14M
PTNQ
Pacer Fds Tr Trendpliot 100 Et

ETFs
12.7K
New
$70.83 - $76.62 $900K - $974K
12.7K $902K
IOT
Samsara Inc.

Technology
23.1K
New
$34.06 - $60.96 $788K - $1.41M
23.1K $886K
PLTR
Palantir Technologies Inc.

Technology
3.28K
+ 4.76%
$64.98 - $124.62 $213K - $408K
72.1K $6.08M
LDOS
Leidos Holdings, Inc.

Technology
6.4K
New
$126.82 - $161.11 $811K - $1.03M
6.4K $863K
FTC
First Tr Lge Cap Growth

ETFs
6.63K
+ 297.44%
$127.87 - $148.89 $847K - $987K
8.86K $1.16M
QEFA
Spdr Index Shs Fds Msci Eafe S

ETFs
11.1K
New
N/A
11.1K $830K
AEP
American Electric Power CO Inc

Utilities
6.31K
+ 83.61%
$90.32 - $109.27 $569K - $689K
13.8K $1.51M
AOK
Ishares Tr Core Conservative A

ETFs
20.3K
+ 36.59%
$36.86 - $38.15 $749K - $776K
75.9K $2.86M
QGRO
American Centy ETF Tr Stoxx Us

ETFs
8.2K
New
$91.68 - $109.93 $752K - $901K
8.2K $767K
SPYG
Spdr Portfolio

ETFs
11.9K
+ 38.72%
$80.05 - $92.39 $955K - $1.1M
42.7K $3.43M
SPTS
Spdr Portfolio Short Term Trea

ETFs
22.9K
+ 31.99%
$28.92 - $29.24 $662K - $670K
94.5K $2.76M
FQAL
Fidelity Covington Tr Quality

ETFs
10.3K
+ 285.93%
$63.12 - $69.13 $650K - $712K
13.9K $892K
FDVV
Fidelity High Dividend ETF

ETFs
13K
+ 273.77%
$48.86 - $52.28 $638K - $682K
17.8K $883K
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
9K
+ 12.24%
$78.0 - $84.37 $702K - $759K
82.6K $6.59M
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
6.29K
+ 45.08%
$100.34 - $100.68 $631K - $634K
20.3K $2.04M
AVEM
American Centy ETF Tr Avantis

ETFs
6.34K
+ 3.66%
$57.11 - $62.4 $362K - $396K
180K $10.8M
ALTL
Pacer Lunt Large Cap Altenator

Technology
17.7K
New
$33.5 - $39.69 $593K - $702K
17.7K $615K
NFLX
Netflix Inc

Communication Services
469
+ 11.35%
$828.4 - $1058.6 $389K - $496K
4.6K $4.29M
DNP
Dnp Select Income Fund Inc

Financial Services
19.3K
+ 5.06%
$8.93 - $9.92 $172K - $191K
400K $3.96M
VTV
Vanguard Value ETF

ETFs
2.28K
+ 3.96%
$167.73 - $179.21 $382K - $409K
59.9K $10.3M
FITB
Fifth Third Bancorp

Financial Services
14.8K
New
$37.48 - $44.96 $556K - $666K
14.8K $581K
FVAL
Fidelity Covington Tr Value Fa

ETFs
9.81K
+ 287.6%
$58.79 - $65.0 $577K - $638K
13.2K $787K
EMTL
Spdr Doubleline Emerging Marke

ETFs
12.5K
+ 30.95%
$42.13 - $43.1 $527K - $539K
52.9K $2.28M
NOBL
Proshares S&P 500 Dividend Ari

ETFs
4.22K
+ 8.46%
$97.38 - $104.52 $411K - $441K
54.2K $5.54M
WRB
Berkley W R Corp

Financial Services
7.08K
+ 164.11%
$56.7 - $71.27 $402K - $505K
11.4K $811K
NSC
Norfolk Southern Corp

Industrials
2.34K
+ 112.67%
$227.69 - $259.76 $532K - $607K
4.41K $1.05M
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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