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
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
10.5K
+ 16.61%
$80.93 - $85.66 $848K - $898K
73.6K $5.95M
MUB
Ishares National Muni Bond ETF

ETFs
6.94K
+ 36.57%
$105.78 - $108.7 $734K - $754K
25.9K $2.76M
XSW
Spdr S&P Software & Services E

ETFs
3.7K
New
$156.76 - $204.72 $581K - $758K
3.7K $699K
VFMV
Vanguard Wellington Fd

ETFs
6.65K
+ 7.03%
$120.0 - $127.93 $798K - $851K
101K $12.2M
FLDR
Fidelity Merrimack Str Tr Low

ETFs
13.9K
+ 93.82%
$49.93 - $50.24 $694K - $698K
28.7K $1.43M
IYR
Ishares Tr

ETFs
8.06K
+ 117.23%
$90.74 - $102.87 $732K - $830K
14.9K $1.39M
XITK
Spdr Ser Tr Factset Innovative

ETFs
3.93K
New
$151.89 - $190.48 $596K - $748K
3.93K $684K
DTD
Wisdomtree Tr U.S Total Divide

ETFs
9.45K
+ 15.08%
$75.44 - $80.53 $713K - $761K
72.1K $5.47M
VNLA
Janus Henderson Short Duration

ETFs
13.6K
New
$48.82 - $49.11 $663K - $667K
13.6K $664K
BND
Vanguard Bd Index Fd Inc Total

ETFs
10.5K
+ 34.71%
$71.75 - $75.11 $754K - $790K
40.8K $2.93M
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
13.7K
+ 78.32%
$48.33 - $49.08 $664K - $674K
31.3K $1.51M
ETN
Eaton Corp PLC

Industrials
1.93K
+ 105.63%
$326.96 - $377.52 $632K - $730K
3.76K $1.25M
DFAU
Dimensional ETF Tr

ETFs
13.2K
+ 12.23%
$39.27 - $42.38 $520K - $561K
121K $4.92M
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
34K
+ 9.99%
$22.39 - $23.45 $762K - $798K
375K $8.61M
AGGY
Wisdomtree Yield Enhanced U.S.

ETFs
14.5K
New
$42.79 - $44.9 $621K - $651K
14.5K $622K
BSV
Vanguard Bd Index Fd Inc Short

ETFs
8.19K
+ 59.14%
$77.02 - $78.58 $631K - $643K
22K $1.7M
DE
Deere & CO

Industrials
1.39K
+ 56.23%
$389.45 - $466.0 $541K - $647K
3.86K $1.64M
MAIN
Main Street Capital Corp

Financial Services
8.06K
+ 53.11%
$49.95 - $58.58 $403K - $472K
23.2K $1.36M
NEE
Nextera Energy Inc

Utilities
9.63K
+ 131.64%
$69.77 - $85.43 $672K - $823K
16.9K $1.22M
NVS
Novartis Ag

Healthcare
18.9K
+ 26.92%
$96.78 - $117.18 $1.83M - $2.21M
89.1K $8.67M
FNDA
Schwab Fundamental U S Small C

ETFs
61.2K
+ 149.28%
$29.26 - $59.11 $1.79M - $3.62M
102K $3.03M
AVDE
American Centy ETF Tr Avantis

ETFs
42.7K
+ 11.87%
$60.9 - $66.69 $2.6M - $2.85M
403K $24.7M
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
16.5K
+ 66.4%
$33.92 - $36.6 $561K - $605K
41.4K $1.43M
SPIP
Spdr Ser Tr Spdr Portfolio Tip

ETFs
21.9K
New
$25.25 - $26.34 $553K - $576K
21.9K $553K
ICSH
Blackrock Ultra Short Term Bon

ETFs
10.9K
New
$50.35 - $50.69 $547K - $550K
10.9K $547K
BSCT
Invesco Index Fd Tr Bulletshar

ETFs
29.7K
New
$18.28 - $18.87 $542K - $560K
29.7K $543K
HYLS
First Tr Tactical High Yield L

ETFs
12.9K
New
$41.29 - $42.03 $535K - $544K
12.9K $535K
WFC
Wells Fargo & Company

Financial Services
3.4K
+ 15.82%
$54.98 - $77.35 $187K - $263K
24.9K $1.75M
DIS
Walt Disney CO

Communication Services
1.44K
+ 5.9%
$92.39 - $117.6 $133K - $170K
25.9K $2.88M
AVUS
American Centy ETF Tr Avantis

ETFs
3.25K
+ 2.68%
$94.36 - $102.06 $306K - $331K
124K $12.1M
AXP
American Express CO

Financial Services
456
+ 2.95%
$267.35 - $305.57 $122K - $139K
15.9K $4.72M
AMGN
Amgen Inc

Healthcare
5.96K
+ 35.78%
$258.78 - $328.31 $1.54M - $1.96M
22.6K $5.89M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
6.78K
+ 159.27%
$77.86 - $79.27 $528K - $537K
11K $860K
QQQM
Invesco Exchange Traded Fd Tr

ETFs
724
+ 1.92%
$198.04 - $221.51 $143K - $160K
38.4K $8.07M
MRK
Merck & Co., Inc.

Healthcare
13.5K
+ 22.75%
$96.31 - $114.76 $1.3M - $1.55M
73.1K $7.27M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
10.7K
+ 13.79%
$50.37 - $50.6 $537K - $539K
88K $4.43M
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
9.82K
+ 77.01%
$50.73 - $51.08 $498K - $502K
22.6K $1.15M
FDLO
Fidelity Covington Tr Low Vola

ETFs
8.24K
+ 91.5%
$60.24 - $63.08 $496K - $520K
17.2K $1.04M
BDX
Becton Dickinson & CO

Healthcare
2.24K
+ 142.18%
$220.02 - $243.75 $492K - $545K
3.81K $863K
XLG
Invesco Exchange Traded Fd Tr

ETFs
8.37K
+ 36.8%
$46.94 - $51.62 $393K - $432K
31.1K $1.56M
MOAT
Vaneck Morningstar Wide Moat E

ETFs
5.39K
+ 13.8%
N/A
44.5K $3.82M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
9.4K
+ 94.18%
$49.79 - $51.14 $468K - $481K
19.4K $971K
QTWO
Q2 Holdings, Inc.

Technology
1.81K
+ 13.9%
$77.81 - $110.85 $141K - $201K
14.8K $1.49M
SPMD
Spdr Portfolio

ETFs
8.28K
+ 5.97%
$54.13 - $59.56 $448K - $493K
147K $8.04M
KR
Kroger CO

Consumer Defensive
870
+ 0.84%
$55.21 - $63.3 $48K - $55.1K
105K $6.39M
PGR
Progressive Corp

Financial Services
1.91K
+ 227.6%
$239.6 - $268.88 $456K - $512K
2.74K $657K
RSP
Invesco S&P 500 Equal Weight E

ETFs
2.94K
+ 15.46%
$174.22 - $187.62 $513K - $552K
22K $3.85M
ENB
Enbridge Inc

Energy
8.15K
+ 17.09%
$40.4 - $43.92 $329K - $358K
55.8K $2.37M
TFC
Truist Financial Corp

Financial Services
9.48K
+ 29.73%
$41.51 - $48.1 $394K - $456K
41.4K $1.8M
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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