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
SCHV
Schwab Strategic Tr Us Large C

ETFs
12K
+ 298.04%
$25.79 - $80.4 $310K - $967K
16.1K $418K
BB
Blackberry LTD

Technology
25.1K
New
$2.25 - $3.96 $56.5K - $99.4K
25.1K $94K
VEEV
Veeva Systems Inc

Healthcare
439
+ 17.5%
$201.81 - $250.45 $88.6K - $110K
2.95K $619K
IHI
Ishares Tr Dow Jones Us Medica

ETFs
1.62K
+ 37.35%
$57.38 - $61.11 $93.2K - $99.2K
5.97K $348K
HEFA
Ishares Currency Hedged Msci E

ETFs
4.04K
+ 5.24%
$34.42 - $35.88 $139K - $145K
81K $2.82M
VIS
Vanguard Industrial ETF

ETFs
629
+ 5.08%
$254.39 - $279.7 $160K - $176K
13K $3.31M
PRU
Prudential Financial Inc

Financial Services
864
+ 16.5%
$114.59 - $129.52 $99K - $112K
6.1K $722K
BMY
Bristol Myers Squibb CO

Healthcare
265
+ 1.76%
$51.92 - $59.94 $13.8K - $15.9K
15.4K $868K
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
5.34K
+ 11.77%
$99.04 - $109.59 $529K - $585K
50.7K $5.05M
TMO
Thermo Fisher Scientific Inc.

Healthcare
368
+ 32.14%
$501.29 - $612.85 $184K - $226K
1.51K $787K
DFUS
Dimensional ETF Tr U S Equity

ETFs
1.13K
+ 24.24%
$61.52 - $66.5 $69.2K - $74.8K
5.77K $367K
VDE
Vanguard Energy ETF

ETFs
960
+ 2.89%
$116.67 - $136.78 $112K - $131K
34.2K $4.15M
MSI
Motorola Solutions, Inc.

Technology
142
+ 14.72%
$449.08 - $504.6 $63.8K - $71.7K
1.11K $511K
TIP
Ishares Tr Tips Bd ETF

ETFs
1.03K
+ 12.48%
$106.33 - $110.69 $109K - $114K
9.26K $986K
DHR
Danaher Corp

Healthcare
684
+ 41.78%
$226.16 - $274.52 $155K - $188K
2.32K $532K
MSOS
Advisorshares Tr Pure Us Canna

ETFs
20.1K
New
$3.53 - $7.8 $70.9K - $157K
20.1K $76K
IP
International Paper CO

Consumer Cyclical
616
+ 7.32%
$46.64 - $59.57 $28.7K - $36.7K
9.04K $486K
SYK
Stryker Corp

Healthcare
214
+ 12.21%
$345.14 - $392.15 $73.9K - $83.9K
1.97K $708K
DFIC
Dimensional ETF Tr Dimensional

ETFs
7.51K
+ 14.27%
$25.61 - $28.0 $192K - $210K
60.1K $1.55M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
39.1K
+ 135.78%
$18.41 - $40.87 $720K - $1.6M
67.9K $1.26M
KO
Coca Cola CO

Consumer Defensive
9.52K
+ 17.54%
$61.74 - $71.71 $588K - $682K
63.8K $3.97M
LMT
Lockheed Martin Corp

Industrials
3.73K
+ 21.05%
$479.66 - $614.62 $1.79M - $2.29M
21.4K $10.4M
MAR
Marriott International Inc

Consumer Cyclical
11
+ 0.55%
$246.06 - $292.59 $2.71K - $3.22K
2.02K $563K
DELL
Dell Technologies Inc.

Technology
653
+ 17.48%
$111.96 - $144.21 $73.1K - $94.2K
4.39K $505K
QTEC
First Trust Nasdaq 100 Technol

ETFs
549
+ 3.98%
$185.87 - $204.12 $102K - $112K
14.3K $2.7M
LGH
Northern Lts Fd Tr Iii Hcm Def

ETFs
378
+ 1.14%
$49.97 - $54.88 $18.9K - $20.7K
33.4K $1.74M
IRT
Independence Realty Trust, Inc.

Real Estate
3.48K
+ 26.14%
$18.78 - $22.01 $65.4K - $76.6K
16.8K $333K
COF
Capital One Financial Corp

Financial Services
13
+ 0.64%
$145.19 - $192.01 $1.89K - $2.5K
2.04K $363K
MTB
M&T Bank Corp

Financial Services
183
+ 8.44%
$172.48 - $221.95 $31.6K - $40.6K
2.35K $441K
SCHQ
Schwab Strategic Tr Long Term

ETFs
4.64K
+ 17.73%
$31.33 - $35.13 $145K - $163K
30.8K $968K
ETR
Entergy Corp

Utilities
4.8K
+ 85.94%
$73.19 - $156.4 $351K - $750K
10.4K $787K
PNC
Pnc Financial Services Group, Inc.

Financial Services
198
+ 12.82%
$178.39 - $215.0 $35.3K - $42.6K
1.74K $335K
IXC
Ishares Tr Global Energy ETF

ETFs
1.65K
+ 29.11%
$36.95 - $43.06 $60.8K - $70.9K
7.3K $278K
HBAN
Huntington Bancshares Inc

Financial Services
428
+ 1.53%
$14.18 - $18.2 $6.07K - $7.79K
28.3K $460K
GTO
Invesco Actively Managed ETF T

ETFs
1.35K
+ 17.76%
$46.33 - $48.41 $62.7K - $65.5K
8.97K $416K
PYPL
Pay Pal Holdings, Inc.

Financial Services
188
+ 4.43%
$77.25 - $91.3 $14.5K - $17.2K
4.43K $378K
SYY
Sysco Corp

Consumer Defensive
786
+ 8.48%
$73.63 - $81.77 $57.9K - $64.3K
10.1K $768K
NOK
Nokia Corp

Technology
10.2K
New
$4.13 - $4.95 $42.3K - $50.7K
10.2K $45K
ROIC
Retail Opportunity Investments Corp

Real Estate
1.42K
+ 11.46%
$15.41 - $17.47 $21.9K - $24.8K
13.8K $239K
SPYD
Spdr Portfolio S&P 500 High Di

ETFs
2.1K
+ 10.73%
$43.02 - $47.32 $90.5K - $99.5K
21.7K $938K
KKR
Kkr & Co. Inc.

Financial Services
41
+ 1.94%
$129.87 - $162.87 $5.32K - $6.68K
2.15K $318K
LFT
Lument Finance Trust, Inc.

Real Estate
14.7K
+ 32.24%
$2.38 - $2.76 $35K - $40.6K
60.4K $154K
OMF
One Main Holdings, Inc.

Financial Services
320
+ 7.21%
$45.27 - $57.43 $14.5K - $18.4K
4.76K $248K
RNR
Renaissancere Holdings LTD

Financial Services
222
+ 29.25%
$241.97 - $287.47 $53.7K - $63.8K
981 $244K
CB
Chubb LTD

Financial Services
200
+ 13.78%
$271.57 - $301.89 $54.3K - $60.4K
1.65K $456K
PAUG
Innovator U.S. Equity Power Bu

ETFs
446
+ 1.4%
$37.61 - $38.92 $16.8K - $17.4K
32.3K $1.24M
COP
Conocophillips

Energy
1.13K
+ 9.24%
$95.12 - $114.72 $108K - $130K
13.4K $1.33M
TRP
Tc Energy Corp

Energy
916
+ 11.55%
$44.03 - $50.23 $40.3K - $46K
8.84K $411K
ABT
Abbott Laboratories

Healthcare
358
+ 3.94%
$111.93 - $119.39 $40.1K - $42.7K
9.45K $1.07M
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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