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
PSLV
Sprott Physical Silver Trust

Financial Services
11.9K
New
$9.86 - $11.68 $118K - $139K
11.9K $138K
TRV
Travelers Companies, Inc.

Financial Services
294
+ 12.18%
$232.43 - $265.13 $68.3K - $77.9K
2.71K $716K
AVUV
American Centy ETF Tr Avantis

ETFs
1.9K
+ 60.4%
$84.95 - $100.62 $161K - $191K
5.04K $438K
PMAR
Innovator U.S. Equity Power Bu

ETFs
3.55K
+ 11.02%
$39.51 - $41.0 $140K - $146K
35.8K $1.43M
COP
Conocophillips

Energy
510
+ 3.81%
$88.6 - $105.85 $45.2K - $54K
13.9K $1.46M
XYL
Xylem Inc.

Industrials
987
+ 24.43%
$114.02 - $132.04 $113K - $130K
5.03K $600K
VB
Vanguard Small Cap ETF

ETFs
962
+ 21.81%
$217.89 - $252.64 $210K - $243K
5.37K $1.19M
CAT
Caterpillar Inc

Industrials
1.16K
+ 15.05%
$326.75 - $407.63 $378K - $472K
8.84K $2.92M
TDY
Teledyne Technologies Inc

Technology
9
+ 0.25%
$455.51 - $518.84 $4.1K - $4.67K
3.58K $1.78M
SCHQ
Schwab Strategic Tr Long Term

ETFs
2.55K
+ 8.28%
$30.72 - $33.22 $78.4K - $84.8K
33.4K $1.09M
LQDH
Ishares U S ETF Tr Int Rate He

ETFs
1.65K
+ 2.71%
$92.03 - $93.95 $152K - $155K
62.7K $5.78M
BSJP
Invesco Et Sf Idxd Fd Tr Bulle

ETFs
5.33K
+ 7.84%
$23.03 - $23.17 $123K - $123K
73.3K $1.69M
NOC
Northrop Grumman Corp

Industrials
97
+ 6.05%
$433.45 - $513.82 $42K - $49.8K
1.7K $870K
VAW
Vanguard Materials ETF

ETFs
525
+ 3.27%
$185.71 - $202.46 $97.5K - $106K
16.6K $3.13M
UCTT
Ultra Clean Holdings, Inc.

Technology
9.45K
+ 153.35%
$21.41 - $39.15 $202K - $370K
15.6K $334K
IDA
Idacorp Inc

Utilities
672
+ 14.45%
$105.58 - $119.04 $70.9K - $80K
5.32K $618K
PSX
Phillips 66

Energy
516
+ 10.98%
$113.93 - $131.55 $58.8K - $67.9K
5.22K $644K
IWB
Ishares Tr Russell 1000 ETF

ETFs
569
+ 13.22%
$302.31 - $337.54 $172K - $192K
4.87K $1.5M
ORLY
O Reilly Automotive Inc

Consumer Cyclical
9
+ 2.33%
$1187.71 - $1432.58 $10.7K - $12.9K
395 $565K
EQWL
Invesco Exchange Traded Fd Tr

ETFs
965
+ 13.91%
$100.56 - $108.28 $97K - $104K
7.9K $814K
THG
Hanover Insurance Group, Inc.

Financial Services
1
+ 0.02%
$147.13 - $174.61 $147 - $175
5.43K $945K
JBBB
Janus Detroit Str Tr Henderson

ETFs
3.29K
+ 2.9%
$48.34 - $49.66 $159K - $163K
117K $5.69M
VBR
Vanguard Small Cap Value ETF

ETFs
1.3K
+ 11.13%
$183.02 - $207.75 $237K - $269K
12.9K $2.41M
FLBL
Franklin Templeton ETF Tr Libe

ETFs
6.05K
+ 2.59%
$23.9 - $24.43 $145K - $148K
240K $5.77M
OKE
Oneok Inc

Energy
1.09K
+ 13.16%
$89.57 - $109.85 $97.4K - $119K
9.35K $927K
COKE
Coca Cola Consolidated, Inc.

Consumer Defensive
60
+ 34.68%
$1227.6 - $1458.46 $73.7K - $87.5K
233 $314K
O
Realty Income Corp

Real Estate
1.03K
+ 12.46%
$51.67 - $58.49 $53.3K - $60.3K
9.31K $539K
SYK
Stryker Corp

Healthcare
195
+ 9.91%
$355.18 - $399.9 $69.3K - $78K
2.16K $804K
OGE
Oge Energy Corp.

Utilities
593
+ 4.02%
$39.76 - $46.32 $23.6K - $27.5K
15.3K $704K
TPIF
Timothy Plan Intl ETF (De)

ETFs
2.54K
+ 26.12%
$26.06 - $29.44 $66.1K - $74.7K
12.2K $352K
HWM
Howmet Aerospace Inc.

Industrials
264
+ 9.44%
$110.79 - $139.39 $29.2K - $36.8K
3.06K $397K
LEN
Lennar Corp

Consumer Cyclical
1.11K
+ 65.47%
$113.93 - $141.54 $126K - $157K
2.8K $321K
FANG
Diamondback Energy, Inc.

Energy
665
+ 13.45%
$139.9 - $180.18 $93K - $120K
5.61K $896K
ADP
Automatic Data Processing Inc

Industrials
97
+ 2.23%
$286.85 - $318.64 $27.8K - $30.9K
4.45K $1.36M
AJG
Arthur J. Gallagher & Co.

Financial Services
61
+ 5.79%
$275.89 - $345.24 $16.8K - $21.1K
1.11K $384K
OZ
Belpointe Prep, LLC

Real Estate
2.39K
+ 42.16%
$60.5 - $78.04 $144K - $186K
8.05K $518K
PLD
Prologis, Inc.

Real Estate
520
+ 17.39%
$103.59 - $124.04 $53.9K - $64.5K
3.51K $392K
SPIP
Spdr Ser Tr Spdr Portfolio Tip

ETFs
1.94K
+ 8.86%
$25.21 - $26.38 $48.9K - $51.2K
23.8K $628K
VST
Vistra Corp.

Utilities
930
+ 52.6%
$108.49 - $191.89 $101K - $178K
2.7K $316K
UAUG
Innovator U.S. Equity Ultra Bu

ETFs
2.34K
+ 19.81%
$34.28 - $36.43 $80.2K - $85.2K
14.1K $489K
VFH
Vanguard Financial ETF

ETFs
229
+ 0.76%
$114.07 - $127.34 $26.1K - $29.2K
30.5K $3.65M
YUM
Yum Brands Inc

Consumer Cyclical
165
+ 8.73%
$123.25 - $162.53 $20.3K - $26.8K
2.05K $323K
CEFS
Exchange Listed Fds Tr Saba Cl

ETFs
4.42K
+ 1.65%
$21.3 - $22.61 $94K - $99.8K
273K $5.82M
BSX
Boston Scientific Corp

Healthcare
288
+ 8.7%
$89.38 - $106.18 $25.7K - $30.6K
3.6K $363K
MUST
Columbia ETF Tr I Multi Sector

ETFs
3.53K
+ 15.31%
$20.08 - $20.62 $70.8K - $72.7K
26.5K $534K
CYBR
Cyber Ark Software Ltd.

Technology
158
+ 5.44%
$312.8 - $414.31 $49.4K - $65.5K
3.06K $1.04M
IDXX
Idexx Laboratories Inc

Healthcare
148
+ 29.02%
$406.29 - $469.04 $60.1K - $69.4K
658 $276K
BK
Bank Of New York Mellon Corp

Financial Services
40
+ 0.44%
$75.42 - $88.95 $3.02K - $3.56K
9.03K $757K
PVI
Invesco Vrdo Tax Free ETF

ETFs
2.54K
+ 25.75%
$24.73 - $24.89 $62.9K - $63.3K
12.4K $308K
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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