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
PAPR
Innovator U.S. Equity Power Bu

ETFs
1.92K
+ 1.32%
$35.71 - $37.1 $68.5K - $71.2K
147K $5.4M
SPGI
S&P Global Inc.

Financial Services
433
+ 19.43%
$480.36 - $529.17 $208K - $229K
2.66K $1.33M
CYBR
Cyber Ark Software Ltd.

Technology
175
+ 6.41%
$274.1 - $333.15 $48K - $58.3K
2.91K $968K
QYLD
Global X Fdsnasdaq 100 Covered

ETFs
8.97K
+ 21.02%
$17.93 - $18.8 $161K - $169K
51.6K $941K
INTU
Intuit Inc

Technology
264
+ 65.67%
$602.01 - $706.25 $159K - $186K
666 $418K
USB
Us Bancorp \De\

Financial Services
2.99K
+ 24.16%
$43.98 - $53.66 $132K - $161K
15.4K $735K
USFR
Wisdomtree Floating Rate Treas

ETFs
3.21K
+ 64.53%
$50.23 - $50.46 $161K - $162K
8.17K $411K
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
2.55K
+ 21.96%
$53.94 - $58.15 $137K - $148K
14.2K $798K
IFRA
Ishares Tr

ETFs
5.93K
+ 3.52%
$45.94 - $51.71 $273K - $307K
175K $8.08M
CSWC
Capital Southwest Corp

Financial Services
20.1K
+ 24.78%
$20.85 - $25.85 $419K - $520K
101K $2.21M
GOF
Guggenheim Strategic Opportunities Fund

Financial Services
10.2K
New
$15.05 - $16.03 $153K - $163K
10.2K $155K
SIVR
Abrdn Silver ETF Trust

ETFs
10.5K
+ 16.48%
$27.61 - $33.22 $290K - $349K
74.2K $2.05M
IYY
Ishares Tr

ETFs
902
+ 14.44%
$138.14 - $149.13 $125K - $135K
7.15K $1.02M
EMTL
Spdr Doubleline Emerging Marke

ETFs
4.69K
+ 13.15%
$42.03 - $43.34 $197K - $203K
40.4K $1.7M
ESGU
Ishares Trust Ishares Esg Awar

ETFs
1.05K
+ 22.15%
$124.61 - $133.96 $131K - $141K
5.78K $745K
SPTS
Spdr Portfolio Short Term Trea

ETFs
5.94K
+ 9.05%
$28.88 - $29.33 $172K - $174K
71.6K $2.08M
JQUA
J P Morgan ETF Tr U S Quality

ETFs
2.32K
+ 17.19%
$55.86 - $60.21 $130K - $140K
15.8K $906K
PJUL
Innovator U.S. Equity Power Bu

ETFs
2.46K
+ 4.32%
$40.12 - $41.68 $98.6K - $102K
59.3K $2.44M
TXN
Texas Instruments Inc

Technology
723
+ 11.17%
N/A
7.2K $1.4M
PGX
Invesco ETF Tr Ii Pfd ETF

ETFs
15.7K
+ 32.16%
$11.42 - $12.5 $180K - $197K
64.6K $744K
AXON
Axon Enterprise, Inc.

Industrials
56
+ 10.14%
$399.22 - $689.78 $22.4K - $38.6K
608 $361K
PHYS
Sprott Physical Gold Trust

Financial Services
7.18K
+ 35.75%
$19.66 - $21.66 $141K - $155K
27.3K $549K
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
6.55K
+ 5.76%
$51.09 - $55.27 $335K - $362K
120K $6.16M
VB
Vanguard Small Cap ETF

ETFs
525
+ 13.51%
$233.76 - $261.58 $123K - $137K
4.41K $1.06M
OUNZ
Van Eck Merk Gold Trust

ETFs
5.53K
+ 20.82%
$24.72 - $26.9 $137K - $149K
32.1K $812K
WST
West Pharmaceutical Services Inc

Healthcare
5
+ 0.1%
$285.69 - $344.0 $1.43K - $1.72K
5.01K $1.64M
QQH
Northern Lts Fd Tr Iii Hcm Def

ETFs
230
+ 0.76%
$61.63 - $71.89 $14.2K - $16.5K
30.7K $2.06M
ALL
Allstate Corp

Financial Services
51
+ 0.13%
$181.25 - $208.2 $9.24K - $10.6K
38.7K $7.46M
SOFI
So Fi Technologies, Inc.

Financial Services
51
+ 0.29%
$7.63 - $16.88 $389 - $861
17.5K $269K
VOOG
Vanguard S&P 500 Growth ETF

ETFs
273
+ 17.08%
$340.59 - $380.5 $93K - $104K
1.87K $684K
OKE
Oneok Inc

Energy
598
+ 7.81%
$92.28 - $117.05 $55.2K - $70K
8.26K $829K
VIOO
Vanguard S&P Small Cap 600 ETF

ETFs
1.44K
+ 11.94%
$105.45 - $117.99 $152K - $170K
13.5K $1.43M
SPG
Simon Property Group Inc

Real Estate
155
+ 0.49%
$167.23 - $183.84 $25.9K - $28.5K
31.6K $5.45M
SFM
Sprouts Farmers Market, Inc.

Consumer Defensive
90
+ 1.37%
$110.69 - $154.48 $9.96K - $13.9K
6.65K $844K
OZ
Belpointe Prep, LLC

Real Estate
1.08K
+ 23.51%
$63.55 - $80.07 $68.4K - $86.2K
5.66K $436K
UITB
Usaa ETF Tr Core Intermediate

ETFs
3.59K
+ 15.46%
$45.83 - $48.07 $164K - $172K
26.8K $1.23M
OHI
Omega Healthcare Investors Inc

Real Estate
4.83K
+ 21.31%
$37.51 - $42.56 $181K - $205K
27.5K $1.04M
CAT
Caterpillar Inc

Industrials
856
+ 12.53%
$360.37 - $416.88 $308K - $357K
7.69K $2.79M
BSCP
Invesco Et Seld Idxd Fd Tr Bul

ETFs
5.46K
+ 17.25%
$20.6 - $20.71 $112K - $113K
37.1K $766K
DUK
Duke Energy Corp

Utilities
2.24K
+ 13.16%
$105.76 - $120.76 $237K - $270K
19.2K $2.07M
DGRO
Ishares Core Dividend Growth E

ETFs
4.86K
+ 3.37%
$60.73 - $64.94 $295K - $316K
149K $9.15M
BUFD
First Tr Exc Trd Fd Viii Ft Cb

ETFs
2.89K
+ 4.69%
$24.94 - $25.74 $72K - $74.3K
64.4K $1.64M
IWD
Ishares Russell 1000 Val ETF

ETFs
630
+ 18.32%
$183.23 - $199.79 $115K - $126K
4.07K $753K
GIS
General Mills Inc

Consumer Defensive
3.96K
+ 26.16%
$62.78 - $74.62 $248K - $295K
19.1K $1.22M
CCL
Carnival Corp

Consumer Cyclical
791
+ 6.56%
$17.34 - $26.8 $13.7K - $21.2K
12.9K $320K
TRV
Travelers Companies, Inc.

Financial Services
349
+ 16.9%
$225.97 - $266.66 $78.9K - $93.1K
2.41K $581K
TDY
Teledyne Technologies Inc

Technology
2
+ 0.06%
$436.59 - $489.24 $873 - $978
3.57K $1.66M
CALF
Pacer Fds Tr Pacer Us Small Ca

ETFs
7.88K
+ 7.86%
$43.84 - $48.76 $345K - $384K
108K $4.76M
USHY
Ishares Tr Broad Usd High Yiel

ETFs
2.76K
+ 31.1%
$36.54 - $37.53 $101K - $104K
11.6K $428K
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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