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
SCHR
Schwab Intermediate Term Us Tr

ETFs
80.9K
+ 123.94%
$24.19 - $50.58 $1.96M - $4.09M
146K $3.55M
AFRM
Affirm Holdings, Inc.

Technology
4.05K
New
$38.48 - $72.86 $156K - $295K
4.05K $246K
FLIA
Franklin Templeton ETF Tr Libe

ETFs
14.5K
+ 14.88%
$20.11 - $20.99 $292K - $304K
112K $2.27M
AMAT
Applied Materials Inc

Technology
2.9K
+ 50.16%
$161.44 - $213.89 $467K - $619K
8.67K $1.41M
SUB
Ishares Short Term National Mu

ETFs
2.3K
+ 100.57%
$104.94 - $106.2 $241K - $244K
4.59K $484K
EMR
Emerson Electric CO

Industrials
1.44K
+ 34.81%
$108.13 - $134.33 $156K - $194K
5.59K $692K
FDVV
Fidelity High Dividend ETF

ETFs
4.77K
New
$49.66 - $52.63 $237K - $251K
4.77K $238K
MET
Metlife Inc

Financial Services
2.91K
New
$78.15 - $88.25 $227K - $257K
2.91K $238K
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
3.62K
+ 51.09%
$55.73 - $66.16 $202K - $240K
10.7K $645K
CSCO
Cisco Systems, Inc.

Technology
1.39K
+ 5.4%
$52.45 - $60.02 $72.7K - $83.2K
27.1K $1.6M
FQAL
Fidelity Covington Tr Quality

ETFs
3.6K
New
$64.43 - $68.47 $232K - $247K
3.6K $235K
SRLN
Ssga Active Trust

ETFs
5.64K
+ 11.96%
$41.48 - $42.08 $234K - $237K
52.8K $2.2M
SPMB
Spdr Ser Tr Spdr Portfolio Mor

ETFs
10.8K
New
$21.43 - $22.55 $232K - $244K
10.8K $232K
DAL
Delta Air Lines, Inc.

Industrials
3.17K
+ 78.41%
$47.46 - $65.77 $150K - $208K
7.21K $436K
JKHY
Henry Jack & Associates Inc

Technology
1.31K
New
$171.12 - $186.18 $224K - $244K
1.31K $229K
SHOP
Shopify Inc.

Technology
202
+ 2.57%
$78.14 - $119.49 $15.8K - $24.1K
8.06K $856K
XYLD
Global X Fds S&P 500 Covered C

ETFs
5.25K
+ 29.56%
$40.86 - $43.42 $214K - $228K
23K $963K
SDVY
First Tr ETF Vi Smid Cap Risin

ETFs
8.89K
+ 5.05%
$35.45 - $40.33 $315K - $358K
185K $6.63M
RF
Regions Financial Corp

Financial Services
9.37K
+ 74.92%
$22.45 - $27.47 $210K - $257K
21.9K $514K
UDEC
Innovator U.S. Equity Ultra Bu

ETFs
6.37K
New
$34.96 - $35.65 $223K - $227K
6.37K $223K
ASIX
Advan Six Inc.

Basic Materials
7.82K
New
$27.85 - $32.87 $218K - $257K
7.82K $222K
SKX
Skechers Usa Inc

Consumer Cyclical
3.29K
New
$59.24 - $72.0 $195K - $237K
3.29K $221K
UCTT
Ultra Clean Holdings, Inc.

Technology
6.16K
New
$33.45 - $40.93 $206K - $252K
6.16K $221K
UNH
Unitedhealth Group Inc

Healthcare
7.96K
+ 16.48%
$485.52 - $625.25 $3.87M - $4.98M
56.3K $28.5M
USO
United States Oil Fund, LP

ETFs
2.9K
New
$69.66 - $79.2 $202K - $230K
2.9K $219K
EMN
Eastman Chemical CO

Basic Materials
2.4K
New
$90.03 - $110.64 $216K - $266K
2.4K $219K
JHG
Janus Henderson Group PLC

Financial Services
5.15K
New
$37.65 - $45.66 $194K - $235K
5.15K $219K
UNTY
Unity Bancorp Inc

Financial Services
5.03K
New
$32.38 - $47.5 $163K - $239K
5.03K $219K
BSJT
Invesco Self Indexed Fd Tr Bul

ETFs
10.2K
New
$21.34 - $21.82 $218K - $223K
10.2K $218K
COKE
Coca Cola Consolidated, Inc.

Consumer Defensive
173
New
$1124.26 - $1344.96 $194K - $233K
173 $217K
TDG
Trans Digm Group Inc

Industrials
172
New
$1239.0 - $1442.53 $213K - $248K
172 $217K
MELI
Mercadolibre Inc

Consumer Cyclical
125
New
$1666.0 - $2117.3 $208K - $265K
125 $212K
MNST
Monster Beverage Corp

Consumer Defensive
3.98K
New
$49.24 - $56.38 $196K - $224K
3.98K $209K
FVAL
Fidelity Covington Tr Value Fa

ETFs
3.41K
New
$60.19 - $64.39 $205K - $220K
3.41K $209K
UPST
Upstart Holdings, Inc.

Financial Services
3.37K
New
$37.78 - $84.46 $127K - $284K
3.37K $207K
FSMD
Fidelity Covington Tr Small Mi

ETFs
5.03K
New
$40.75 - $44.85 $205K - $226K
5.03K $207K
HPE
Hewlett Packard Enterprise CO

Technology
9.66K
New
$19.31 - $23.95 $187K - $231K
9.66K $206K
ANF
Abercrombie & Fitch CO

Consumer Cyclical
1.38K
New
$131.26 - $163.78 $181K - $226K
1.38K $206K
SCHJ
Schwab Strategic Tr 1 5 Yr C

ETFs
46.6K
+ 126.39%
$24.31 - $49.53 $1.13M - $2.31M
83.4K $2.03M
BSEP
Innovator U.S. Equity Buffer E

ETFs
4.78K
New
$41.8 - $43.67 $200K - $209K
4.78K $205K
AWK
American Water Works Company, Inc.

Utilities
1.64K
New
$123.83 - $146.07 $204K - $240K
1.64K $204K
VONG
Vanguard Russell 1000 Growth E

ETFs
1.76K
+ 53.65%
$95.27 - $107.82 $168K - $190K
5.05K $521K
JCI
Johnson Controls International PLC

Industrials
2.55K
New
$74.23 - $86.6 $189K - $221K
2.55K $201K
VO
Vanguard Mid Cap ETF

ETFs
754
+ 27.53%
$261.5 - $284.63 $197K - $215K
3.49K $922K
QLD
Proshares Ultra Qqq

ETFs
1.13K
+ 11.19%
$97.85 - $120.25 $111K - $136K
11.2K $1.22M
PM
Philip Morris International Inc.

Consumer Defensive
1.79K
+ 8.68%
$118.38 - $133.06 $212K - $238K
22.4K $2.7M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
9.79K
+ 14.66%
$58.88 - $64.8 $576K - $634K
76.5K $4.51M
OGE
Oge Energy Corp.

Utilities
4.33K
+ 41.56%
$39.65 - $44.08 $172K - $191K
14.7K $608K
LQD
Ishares Iboxx $ Investment Gra

ETFs
2.57K
+ 16.77%
$106.56 - $113.11 $274K - $291K
17.9K $1.91M
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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