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
FSMD
Fidelity Covington Tr Small Mi

ETFs
14.4K
+ 285.77%
$38.04 - $43.22 $547K - $622K
19.4K $760K
STIP
Ishares Barclays 0 5 Year Tips

ETFs
5.03K
+ 49.89%
$100.59 - $103.47 $506K - $520K
15.1K $1.56M
EWH
Ishares Msci Hong Kong ETF

ETFs
30K
New
$15.8 - $18.39 $475K - $552K
30K $525K
EWJ
Ishares Msci Japan ETF

ETFs
7.62K
New
$65.24 - $71.7 $497K - $546K
7.62K $522K
ENB
Enbridge Inc

Energy
9.3K
+ 16.65%
$41.54 - $45.45 $386K - $423K
65.1K $2.89M
EWG
Ishares Msci Germany ETF

ETFs
13.9K
New
$31.57 - $39.31 $440K - $547K
13.9K $516K
DFSD
Dimensional ETF Tr Short Durat

ETFs
10.8K
New
$46.74 - $47.55 $505K - $514K
10.8K $513K
EWS
Ishares Inc Msci Singapore ETF

ETFs
21.5K
New
$21.65 - $24.17 $466K - $520K
21.5K $511K
DFAS
Dimensional ETF Tr U S Small C

ETFs
12K
+ 30.71%
$58.81 - $68.2 $706K - $819K
51.1K $3.05M
VLUE
Ishares Msci Usa Value Factor

ETFs
4.58K
+ 29.19%
$104.89 - $113.56 $481K - $520K
20.3K $2.16M
SAIC
Science Applications International Corp

Technology
4.41K
New
$95.77 - $119.82 $423K - $529K
4.41K $495K
MUB
Ishares National Muni Bond ETF

ETFs
4.96K
+ 19.12%
$104.71 - $107.69 $519K - $534K
30.9K $3.25M
EWN
Ishares Msci Netherlnds ETF

ETFs
10.5K
New
$44.27 - $49.49 $464K - $519K
10.5K $489K
BUFQ
First Tr Ex Tr Fd Viii Ft Cboe

ETFs
16.9K
+ 132.76%
$29.68 - $32.59 $503K - $552K
29.7K $886K
CXSE
Wisdomtree Tr China Ex State O

ETFs
14.2K
New
$27.92 - $36.23 $398K - $516K
14.2K $484K
PANW
Palo Alto Networks Inc

Technology
6.96K
+ 11.19%
$167.82 - $208.28 $1.17M - $1.45M
69.1K $11.8M
DTE
Dte Energy CO

Utilities
3.05K
+ 117.33%
$117.6 - $138.27 $358K - $421K
5.64K $780K
XSD
Spdr Tr Ser Spdr S&P Semicondu

ETFs
2.3K
New
$200.77 - $270.08 $462K - $621K
2.3K $461K
EWT
Ishares Inc Msci Taiwan ETF

ETFs
9.72K
New
$47.48 - $53.82 $462K - $523K
9.72K $461K
CELH
Celsius Holdings, Inc.

Consumer Defensive
12.3K
New
$21.28 - $35.62 $262K - $439K
12.3K $439K
HTGC
Hercules Capital, Inc.

Financial Services
23.2K
+ 185.39%
$18.01 - $22.0 $418K - $510K
35.7K $686K
PALC
Pacer Fds Tr Lunt Large Cap Mu

Technology
9.07K
New
$46.71 - $52.3 $424K - $474K
9.07K $434K
XNTK
Spdr Series Trust Spdr Nyse Te

ETFs
2.25K
New
$191.06 - $228.87 $431K - $516K
2.25K $432K
FNDX
Schwab Fundamental U S Large C

ETFs
18.2K
New
$23.03 - $25.01 $420K - $456K
18.2K $430K
JQUA
J P Morgan ETF Tr U S Quality

ETFs
7.8K
+ 49.31%
$55.41 - $60.74 $432K - $474K
23.6K $1.33M
SCHR
Schwab Intermediate Term Us Tr

ETFs
13.2K
+ 9.03%
$24.05 - $24.86 $317K - $328K
159K $3.96M
ARCC
Ares Capital Corp

Financial Services
14.6K
+ 4.97%
$21.28 - $23.81 $312K - $349K
309K $6.85M
EXPE
Expedia Group, Inc.

Consumer Cyclical
2.52K
+ 192.23%
$157.11 - $206.52 $397K - $521K
3.84K $644K
MDLZ
Mondelez International, Inc.

Consumer Defensive
5.38K
+ 132.34%
$56.12 - $68.15 $302K - $366K
9.44K $640K
CNI
Canadian National Railway CO

Industrials
4.01K
New
$95.46 - $106.79 $383K - $428K
4.01K $390K
FLEX
Flex Ltd.

Technology
12.7K
+ 209.04%
$32.92 - $44.46 $417K - $563K
18.7K $619K
GPN
Global Payments Inc

Industrials
4.27K
+ 188.06%
$92.18 - $113.03 $393K - $482K
6.54K $640K
SF
Stifel Financial Corp

Financial Services
4.33K
+ 194.26%
$91.62 - $117.6 $397K - $510K
6.57K $618K
SLB
Schlumberger Limited

Energy
8.31K
+ 92.83%
$38.4 - $43.74 $319K - $363K
17.3K $721K
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
1.15K
+ 37.53%
$208.48 - $244.03 $240K - $281K
4.21K $1.03M
ITRN
Ituran Location & Control Ltd.

Technology
9.44K
+ 130.69%
$31.47 - $43.91 $297K - $415K
16.7K $602K
WTRG
Essential Utilities, Inc.

Utilities
8.74K
+ 96.12%
$33.49 - $40.57 $293K - $355K
17.8K $704K
AZZ
Azz Inc

Industrials
4.35K
+ 151.11%
$82.13 - $99.01 $357K - $430K
7.22K $603K
BX
Blackstone Inc.

Financial Services
14.2K
+ 28.62%
$136.53 - $186.74 $1.94M - $2.65M
63.9K $8.93M
INGR
Ingredion Inc

Consumer Defensive
2.74K
+ 133.87%
$125.6 - $137.36 $344K - $376K
4.79K $646K
FDG
American Centy ETF Tr Focused

ETFs
3.98K
New
$89.22 - $109.96 $355K - $437K
3.98K $361K
CMS
Cms Energy Corp

Utilities
4.69K
New
$64.99 - $75.11 $305K - $352K
4.69K $352K
VDE
Vanguard Energy ETF

ETFs
463
+ 1.35%
$119.14 - $132.76 $55.2K - $61.5K
34.7K $4.5M
ASIX
Advan Six Inc.

Basic Materials
17.3K
+ 221.52%
$22.57 - $32.31 $391K - $559K
25.1K $569K
EMB
Ishares Tr

ETFs
3.67K
+ 40.18%
$88.64 - $92.03 $325K - $337K
12.8K $1.16M
PINS
Pinterest, Inc.

Communication Services
11.2K
New
$29.79 - $40.0 $332K - $446K
11.2K $345K
SNY
Sanofi

Healthcare
6.11K
New
$48.15 - $59.42 $294K - $363K
6.11K $339K
SPMO
Invesco ETF Tr Ii S&P 500 Mome

ETFs
3.66K
New
$91.76 - $103.26 $336K - $378K
3.66K $338K
HEDJ
Wisdomtree Europe Hedged Equit

ETFs
7.11K
New
$43.6 - $49.84 $310K - $354K
7.11K $337K
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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