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
AEE
Ameren Corp

Utilities
325
+ 11.09%
$86.87 - $103.67 $28.2K - $33.7K
3.26K $326K
SEIX
Virtus ETF Tr Ii Seix Sr Ln Et

ETFs
5.87K
+ 2.5%
$23.58 - $24.02 $138K - $141K
240K $5.67M
ONDS
Ondas Holdings Inc.

Technology
58K
New
$0.68 - $2.8 $39.4K - $162K
58K $62K
FCO
Aberdeen Global Income Fund Inc

Financial Services
10.1K
New
$5.79 - $6.28 $58.5K - $63.4K
10.1K $60K
GD
General Dynamics Corp

Industrials
141
+ 5.9%
$241.94 - $272.58 $34.1K - $38.4K
2.53K $689K
PFEB
Innovator U.S. Equity Power Bu

ETFs
2.25K
+ 9.81%
$35.54 - $37.44 $80.1K - $84.4K
25.2K $902K
GUT
Gabelli Utility Trust

Financial Services
10K
New
$5.11 - $5.55 $51.1K - $55.5K
10K $53K
SHW
Sherwin Williams CO

Basic Materials
97
+ 4.91%
$330.16 - $365.55 $32K - $35.5K
2.07K $724K
AWK
American Water Works Company, Inc.

Utilities
82
+ 4.99%
$121.01 - $149.31 $9.92K - $12.2K
1.73K $254K
VTR
Ventas, Inc.

Real Estate
109
+ 2.64%
$56.9 - $70.47 $6.2K - $7.68K
4.25K $291K
STLG
Ishares Factors Us Growth Styl

ETFs
901
+ 5.45%
N/A
17.4K $877K
XYLD
Global X Fds S&P 500 Covered C

ETFs
2.56K
+ 11.14%
$39.02 - $42.89 $99.9K - $110K
25.6K $1.01M
SHEL
Shell PLC

Energy
61
+ 1.53%
$62.84 - $73.29 $3.83K - $4.47K
4.05K $296K
BSV
Vanguard Bd Index Fd Inc Short

ETFs
293
+ 1.33%
$76.94 - $78.28 $22.5K - $22.9K
22.3K $1.75M
KHC
Kraft Heinz CO

Consumer Defensive
1.64K
+ 8.94%
$28.51 - $32.22 $46.8K - $52.9K
20K $608K
BSCT
Invesco Index Fd Tr Bulletshar

ETFs
2.02K
+ 6.82%
$18.18 - $18.58 $36.8K - $37.6K
31.7K $587K
CL
Colgate Palmolive CO

Consumer Defensive
384
+ 15.42%
$85.68 - $97.5 $32.9K - $37.4K
2.88K $269K
BSJR
Invesco Indx Tr

ETFs
1.89K
+ 17.97%
$22.4 - $22.69 $42.3K - $42.9K
12.4K $277K
SPGI
S&P Global Inc.

Financial Services
27
+ 1.01%
$478.26 - $543.77 $12.9K - $14.7K
2.69K $1.37M
IWR
Ishares Russell Mid Cap ETF

ETFs
808
+ 9.62%
$82.81 - $92.93 $66.9K - $75.1K
9.2K $782K
ET
Energy Transfer LP

Energy
6.53K
+ 7.89%
$17.26 - $21.08 $113K - $138K
89.3K $1.66M
BBAI
Big Bear.Ai Holdings, Inc.

Technology
13K
New
$2.86 - $9.78 $37.2K - $127K
13K $37K
CTVA
Corteva, Inc.

Basic Materials
134
+ 2.84%
$55.94 - $66.15 $7.5K - $8.86K
4.86K $305K
TAXF
American Centy ETF Tr Diversif

ETFs
800
+ 14.8%
$49.19 - $50.86 $39.4K - $40.7K
6.2K $306K
F
Ford Motor CO

Consumer Cyclical
2.29K
+ 2.49%
$9.12 - $10.43 $20.9K - $23.9K
94.2K $945K
AGNC
Agnc Investment Corp.

Real Estate
3.04K
+ 16.56%
$9.12 - $10.54 $27.7K - $32K
21.4K $204K
HYGH
Ishares U S ETF Tr Int Rate He

ETFs
1.28K
+ 1.9%
$85.06 - $87.69 $109K - $112K
68.3K $5.82M
ZTS
Zoetis Inc.

Healthcare
169
+ 10.61%
$156.48 - $175.67 $26.4K - $29.7K
1.76K $290K
MU
Micron Technology Inc

Technology
138
+ 2.15%
$86.89 - $109.38 $12K - $15.1K
6.56K $570K
MET
Metlife Inc

Financial Services
420
+ 14.43%
$77.7 - $87.0 $32.6K - $36.5K
3.33K $267K
TTE
Total Energies Se

Energy
404
+ 6.77%
N/A
6.37K $437K
EYLD
Cambria ETF Tr Emerging Shareh

ETFs
754
+ 7.84%
$30.59 - $33.02 $23.1K - $24.9K
10.4K $329K
TDG
Trans Digm Group Inc

Industrials
5
+ 2.91%
$1251.32 - $1394.11 $6.26K - $6.97K
177 $244K
AXON
Axon Enterprise, Inc.

Industrials
130
+ 21.38%
$496.65 - $710.01 $64.6K - $92.3K
738 $388K
PJUN
Innovator U.S. Equity Power Bu

ETFs
835
+ 9.52%
$36.56 - $38.35 $30.5K - $32K
9.61K $355K
OXY
Occidental Petroleum Corp

Energy
546
+ 5.08%
$45.45 - $52.7 $24.8K - $28.8K
11.3K $557K
USHY
Ishares Tr Broad Usd High Yiel

ETFs
679
+ 5.83%
$36.63 - $37.45 $24.9K - $25.4K
12.3K $453K
BSCS
Invesco ETF Fd Tr Invesco Bull

ETFs
919
+ 3.15%
$20.05 - $20.4 $18.4K - $18.7K
30.1K $612K
HSY
Hershey CO

Consumer Defensive
128
+ 9.1%
$144.74 - $186.36 $18.5K - $23.9K
1.53K $262K
VIG
Vanguard Dividend Appreciation

ETFs
109
+ 0.4%
N/A
27.2K $4.96M
BFC
Bank First Corp

Financial Services
43
+ 0.45%
$93.72 - $106.76 $4.03K - $4.59K
9.64K $970K
ITW
Illinois Tool Works Inc

Industrials
115
+ 7.83%
$244.9 - $274.48 $28.2K - $31.6K
1.58K $392K
CTRE
Care Trust Reit, Inc.

Real Estate
88
+ 0.77%
$24.93 - $29.13 $2.19K - $2.56K
11.5K $329K
COF
Capital One Financial Corp

Financial Services
90
+ 4.42%
$163.87 - $209.82 $14.7K - $18.9K
2.13K $381K
ICCM
Ice Cure Medical Ltd.

Healthcare
15K
New
$1.08 - $1.55 $16.2K - $23.3K
15K $17K
FNDA
Schwab Fundamental U S Small C

ETFs
9.2K
+ 9.01%
$26.87 - $30.99 $247K - $285K
111K $3.05M
BSCR
Invesco Et Self Idxd Fd Tr Bul

ETFs
552
+ 1.71%
$19.43 - $19.62 $10.7K - $10.8K
32.8K $642K
PWR
Quanta Services, Inc.

Industrials
287
+ 29.99%
$236.71 - $358.03 $67.9K - $103K
1.24K $316K
PRU
Prudential Financial Inc

Financial Services
493
+ 8.08%
$105.04 - $122.33 $51.8K - $60.3K
6.59K $736K
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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