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
SECT
Sector 10, Inc.

ETFs
7.51K
+ 80.65%
$53.17 - $57.82 $400K - $434K
16.8K $922K
SCHB
Schwab Strategic Tr Us Broad M

ETFs
18.3K
New
$22.01 - $66.82 $402K - $1.22M
18.3K $414K
BNOV
Innovator U.S. Equity Buffer E

ETFs
10.5K
New
$38.08 - $39.98 $401K - $421K
10.5K $413K
CCI
Crown Castle International Corp

Real Estate
15K
+ 44.12%
$89.78 - $119.11 $1.34M - $1.78M
48.9K $4.44M
IWF
Ishares Russell 1000 Gr ETF

ETFs
394
+ 4.18%
$370.24 - $418.94 $146K - $165K
9.82K $3.94M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
102K
+ 245.1%
$26.93 - $84.95 $2.73M - $8.62M
143K $3.9M
BUFQ
First Tr Ex Tr Fd Viii Ft Cboe

ETFs
12.8K
New
$30.04 - $32.01 $383K - $409K
12.8K $401K
VBK
Vanguard Small Cap Growth ETF

ETFs
1.29K
+ 85.68%
$264.18 - $304.19 $341K - $393K
2.8K $784K
DFAS
Dimensional ETF Tr U S Small C

ETFs
5.74K
+ 17.18%
$63.58 - $71.15 $365K - $408K
39.1K $2.55M
SPXS
Direxion Shs ETF Tr Daily S&P

ETFs
59.7K
New
$5.71 - $6.89 $341K - $411K
59.7K $375K
DKNG
Draft Kings Inc.

Consumer Cyclical
12.1K
+ 30.44%
$35.32 - $44.84 $426K - $541K
51.7K $1.92M
IUSG
Ishares Core S&P U.S Growth Et

ETFs
2.51K
+ 119.17%
$129.96 - $144.97 $326K - $364K
4.62K $643K
AVSC
American Centy ETF Tr Avantis
5.69K
+ 3.54%
$52.7 - $59.57 $300K - $339K
166K $9.04M
VLO
Valero Energy Corp

Energy
6.6K
+ 18.34%
$118.59 - $144.02 $783K - $951K
42.6K $5.22M
OEF
Ishares S&P 100 ETF

ETFs
1.34K
+ 4.85%
N/A
29K $7.7M
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
3.54K
New
$100.22 - $100.73 $354K - $356K
3.54K $354K
FDMO
Fidelity Covington Tr Momentum

ETFs
5.05K
New
$65.49 - $73.33 $331K - $370K
5.05K $351K
VCIT
Vanguard Intermediate Term Cor

ETFs
13.1K
+ 6.42%
$80.13 - $83.77 $1.05M - $1.09M
216K $17.4M
MRVL
Marvell Technology, Inc.

Technology
3.07K
New
$70.31 - $124.78 $216K - $383K
3.07K $339K
ET
Energy Transfer LP

Energy
2.35K
+ 2.92%
$16.05 - $19.86 $37.7K - $46.7K
82.7K $1.62M
PULS
Pgim ETF Tr

ETFs
6.49K
New
$49.51 - $49.79 $321K - $323K
6.49K $321K
ISRG
Intuitive Surgical Inc

Healthcare
570
+ 96.61%
$471.27 - $550.62 $269K - $314K
1.16K $605K
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
5.14K
+ 18.82%
$69.58 - $74.87 $358K - $385K
32.5K $2.27M
VGIT
Vanguard Intermediate Term Tre

ETFs
19.6K
+ 5.73%
$57.78 - $60.4 $1.13M - $1.18M
362K $21M
DDOG
Datadog, Inc.

Technology
1.11K
+ 20.46%
$113.98 - $168.65 $126K - $187K
6.52K $931K
GLDM
World Gold Trust

ETFs
5.99K
+ 15.62%
$50.76 - $55.23 $304K - $331K
44.3K $2.3M
SGOL
Abrdn Gold ETF Trust

ETFs
12.3K
+ 20.99%
$24.46 - $26.62 $302K - $329K
71.2K $1.78M
IEF
Ishares Barclays

ETFs
5.23K
+ 16.04%
$92.08 - $98.18 $481K - $513K
37.8K $3.5M
BSX
Boston Scientific Corp

Healthcare
3.31K
New
$83.62 - $91.5 $277K - $303K
3.31K $295K
KMI
Kinder Morgan, Inc.

Energy
2.4K
+ 5.65%
$22.59 - $28.54 $54.2K - $68.5K
44.9K $1.23M
TIPX
Spdr Bloomberg 1 10 Year Tips

ETFs
15.4K
New
$18.41 - $18.97 $284K - $292K
15.4K $284K
BAC
Bank Of America Corp

Financial Services
1.6K
+ 3.26%
$39.22 - $47.77 $62.7K - $76.4K
50.7K $2.23M
CAC
Camden National Corp

Financial Services
6.56K
New
$38.75 - $49.57 $254K - $325K
6.56K $280K
HON
Honeywell International Inc

Industrials
700
+ 11.19%
$202.84 - $236.0 $142K - $165K
6.96K $1.57M
RIOT
Riot Blockchain, Inc.

Technology
5.69K
+ 7.2%
$7.08 - $14.97 $40.3K - $85.2K
84.7K $864K
TJX
Tjx Companies Inc

Consumer Cyclical
1.03K
+ 2.24%
$112.15 - $127.2 $116K - $131K
47K $5.68M
NOBL
Proshares S&P 500 Dividend Ari

ETFs
5.91K
+ 13.41%
$99.2 - $108.47 $586K - $641K
50K $4.97M
GRID
First Tr Nasdaq Clean Edge Sma

ETFs
2.26K
New
$119.34 - $127.78 $270K - $289K
2.26K $270K
VCLT
Vanguard Lg Trm Corp Bd ETF

ETFs
3.61K
New
$74.68 - $81.45 $269K - $294K
3.61K $269K
WAB
Westinghouse Air Brake Technologies Corp

Industrials
1.41K
New
$180.39 - $205.43 $254K - $290K
1.41K $267K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
2.67K
+ 11.6%
$113.92 - $127.38 $304K - $340K
25.7K $2.96M
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
61.2K
+ 134.86%
$22.63 - $47.53 $1.38M - $2.91M
107K $2.42M
TPIF
Timothy Plan Intl ETF (De)

ETFs
9.71K
New
$26.38 - $28.72 $256K - $279K
9.71K $258K
FRDM
Ea Ser Tr Freedom 100 Emerging

ETFs
13.7K
+ 22.45%
$32.68 - $36.28 $446K - $495K
74.5K $2.43M
AIRR
First Tr Vi Rba Amern Indl Ren

ETFs
3.32K
New
$73.49 - $86.09 $244K - $286K
3.32K $255K
YUM
Yum Brands Inc

Consumer Cyclical
1.89K
New
$130.36 - $139.54 $246K - $264K
1.89K $253K
LMBS
First Tr ETF Fd Iv First Tr Lo

ETFs
8.89K
+ 3.64%
$48.48 - $49.47 $431K - $440K
253K $12.3M
ORLY
O Reilly Automotive Inc

Consumer Cyclical
208
+ 116.85%
$1146.59 - $1270.6 $238K - $264K
386 $457K
WM
Waste Management Inc

Industrials
1.32K
+ 45.49%
$201.79 - $228.46 $266K - $301K
4.21K $849K
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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