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
PHYS
Sprott Physical Gold Trust

Financial Services
5.3K
+ 19.45%
$20.25 - $24.06 $107K - $128K
32.6K $783K
RSP
Invesco S&P 500 Equal Weight E

ETFs
1.57K
+ 7.15%
$169.43 - $182.84 $266K - $287K
23.5K $4.08M
TPHD
Timothy Plan High Divid Stk Et

ETFs
6.01K
New
$36.09 - $38.27 $217K - $230K
6.01K $226K
COMP
Compass, Inc.

Technology
26K
New
$5.35 - $10.24 $139K - $266K
26K $226K
TPLC
Timothy Plan U S Large/Mid Cap

ETFs
5.25K
New
$41.17 - $45.22 $216K - $237K
5.25K $222K
MOAT
Vaneck Morningstar Wide Moat E

ETFs
2.58K
+ 5.79%
N/A
47.1K $4.04M
RSG
Republic Services, Inc.

Industrials
910
New
$200.09 - $242.16 $182K - $220K
910 $220K
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
2.63K
+ 23.79%
$77.7 - $78.94 $204K - $207K
13.7K $1.08M
DFIC
Dimensional ETF Tr Dimensional

ETFs
3.67K
+ 6.1%
$25.54 - $28.79 $93.6K - $106K
63.7K $1.77M
CSCO
Cisco Systems, Inc.

Technology
2.39K
+ 8.82%
$58.74 - $64.87 $140K - $155K
29.5K $1.82M
MCO
Moodys Corp

Financial Services
460
New
$437.8 - $527.48 $201K - $243K
460 $214K
PJAN
Innovator U.S. Equity Power Bu

ETFs
5.18K
New
$41.09 - $43.24 $213K - $224K
5.18K $214K
VIGI
Vanguard Whitehall Fds Intl Di

ETFs
2.56K
New
$78.97 - $85.82 $202K - $220K
2.56K $212K
WEC
Wec Energy Group, Inc.

Utilities
261
+ 2.14%
$92.12 - $108.98 $24K - $28.4K
12.5K $1.36M
LUV
Southwest Airlines CO

Industrials
6.17K
New
$28.18 - $34.84 $174K - $215K
6.17K $207K
CASY
Caseys General Stores Inc

Consumer Cyclical
478
New
$378.71 - $442.54 $181K - $212K
478 $207K
OUNZ
Van Eck Merk Gold Trust

ETFs
1.7K
+ 5.28%
$25.41 - $30.14 $43.1K - $51.1K
33.8K $1.02M
CRWD
Crowd Strike Holdings, Inc.

Technology
432
+ 8.55%
$308.86 - $455.36 $133K - $197K
5.49K $1.93M
MFC
Manulife Financial Corp

Financial Services
6.59K
New
$28.41 - $31.82 $187K - $210K
6.59K $205K
JKHY
Henry Jack & Associates Inc

Technology
1.06K
+ 81.27%
$166.47 - $191.28 $177K - $203K
2.37K $432K
IWD
Ishares Russell 1000 Val ETF

ETFs
1.01K
+ 24.93%
$182.82 - $196.21 $185K - $199K
5.08K $956K
CVS
Cvs Health Corp

Healthcare
279
+ 3.51%
$44.22 - $68.64 $12.3K - $19.2K
8.24K $558K
DGX
Quest Diagnostics Inc

Healthcare
1.46K
New
N/A
1.46K $199K
AVDV
American Centy ETF Tr Avantis

ETFs
380
+ 1.03%
$63.74 - $71.96 $24.2K - $27.3K
37.2K $2.59M
WELL
Welltower Inc.

Real Estate
381
+ 7.52%
$124.05 - $156.86 $47.3K - $59.8K
5.45K $834K
SFM
Sprouts Farmers Market, Inc.

Consumer Defensive
107
+ 1.61%
$132.75 - $177.12 $14.2K - $19K
6.76K $1.03M
SPBO
Spdr Ser Tr Spdr Portfolio Cor

ETFs
5.63K
+ 10.45%
$28.27 - $29.28 $159K - $165K
59.5K $1.73M
GBDC
Golub Capital Bdc, Inc.

Financial Services
12.1K
+ 74.27%
$14.46 - $15.96 $175K - $193K
28.3K $429K
SPTL
Spdr Portfolio Long Term Treas

ETFs
5.11K
+ 12.35%
$25.54 - $27.64 $131K - $141K
46.5K $1.27M
ICSH
Blackrock Ultra Short Term Bon

ETFs
3.49K
+ 32.17%
$50.44 - $50.7 $176K - $177K
14.3K $727K
OHI
Omega Healthcare Investors Inc

Real Estate
4.57K
+ 16.64%
$35.7 - $38.33 $163K - $175K
32K $1.22M
ZS
Zscaler, Inc.

Technology
311
+ 4.96%
$181.66 - $216.87 $56.5K - $67.4K
6.59K $1.31M
IRM
Iron Mountain Inc

Real Estate
3.91K
+ 45.38%
$82.79 - $111.31 $323K - $435K
12.5K $1.08M
CSWC
Capital Southwest Corp

Financial Services
5.44K
+ 5.37%
$21.69 - $23.81 $118K - $129K
107K $2.38M
RIVN
Rivian Automotive, Inc.

Consumer Cyclical
13.6K
New
$10.61 - $16.49 $144K - $224K
13.6K $168K
IEFA
Ishares Tr

ETFs
1.22K
+ 9.33%
$69.57 - $78.65 $84.5K - $95.6K
14.2K $1.08M
SCHJ
Schwab Strategic Tr 1 5 Yr C

ETFs
5.47K
+ 6.56%
$24.29 - $24.65 $133K - $135K
88.9K $2.19M
MDYV
Spdr S&P 400 Mid Cap Value ETF

ETFs
7.76K
+ 5.52%
$75.47 - $84.24 $586K - $654K
148K $11.4M
BMY
Bristol Myers Squibb CO

Healthcare
1.43K
+ 9.31%
$53.9 - $63.11 $77K - $90.2K
16.8K $1.02M
NVG
Nuveen Amt Free Municipal Credit Income Fund

Financial Services
12.5K
New
$12.18 - $12.91 $152K - $161K
12.5K $154K
NET
Cloudflare, Inc.

Technology
574
+ 3.32%
$110.71 - $176.5 $63.5K - $101K
17.9K $2.01M
FLIA
Franklin Templeton ETF Tr Libe

ETFs
7.75K
+ 6.92%
$20.04 - $20.39 $155K - $158K
120K $2.42M
APO
Apollo Global Management, Inc.

Financial Services
11.7K
+ 22.72%
$126.01 - $172.06 $1.48M - $2.02M
63.4K $8.68M
BNDX
Vanguard Total International B

ETFs
3.13K
+ 14.87%
$48.33 - $49.5 $151K - $155K
24.2K $1.18M
BIZD
Vaneck Vectors ETF Tr Bdc Inco

ETFs
6.23K
+ 1.83%
$16.18 - $17.82 $101K - $111K
347K $5.81M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
3.01K
+ 4.43%
$18.36 - $20.51 $55.3K - $61.7K
70.9K $1.4M
TMUS
T Mobile Us, Inc.

Communication Services
74
+ 2.72%
$211.3 - $272.83 $15.6K - $20.2K
2.79K $744K
VRTX
Vertex Pharmaceuticals Inc

Healthcare
149
+ 17.65%
$402.49 - $513.76 $60K - $76.6K
993 $481K
FIS
Fidelity National Information Services, Inc.

Technology
2.17K
+ 55.46%
$68.12 - $83.42 $147K - $181K
6.07K $453K
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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