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
LHX
L3 Harris Technologies, Inc.

Industrials
71
+ 3.41%
$194.65 - $222.86 $13.8K - $15.8K
2.16K $451K
GOF
Guggenheim Strategic Opportunities Fund

Financial Services
584
+ 5.74%
$15.0 - $15.91 $8.76K - $9.29K
10.8K $167K
BSCQ
Invesco Et Self Idxd Fd Tr Bul

ETFs
480
+ 1.48%
$19.42 - $19.54 $9.32K - $9.38K
32.8K $639K
CARR
Carrier Global Corp

Industrials
631
+ 10.54%
$62.07 - $70.55 $39.2K - $44.5K
6.62K $419K
ARBE
Arbe Robotics Ltd.

Technology
10K
New
$1.03 - $4.0 $10.3K - $40K
10K $10K
AQN
Algonquin Power & Utilities Corp.

Utilities
18
+ 0.13%
$4.27 - $5.19 $76.9 - $93.4
13.5K $69K
URI
United Rentals, Inc.

Industrials
101
+ 14.11%
$594.17 - $789.56 $60K - $79.7K
817 $512K
DON
Wisdomtree Tr U.S. Midcap Divi

ETFs
309
+ 5.8%
$48.02 - $53.02 $14.8K - $16.4K
5.64K $279K
VXF
Vanguard Extended Market ETF

ETFs
169
+ 14.36%
$170.36 - $201.04 $28.8K - $34K
1.35K $231K
ESPR
Esperion Therapeutics, Inc.

Healthcare
20K
+ 66.29%
$1.44 - $2.34 $28.8K - $46.8K
50.2K $72K
VCLT
Vanguard Lg Trm Corp Bd ETF

ETFs
2
+ 0.06%
$73.11 - $77.43 $146 - $155
3.61K $273K
LFT
Lument Finance Trust, Inc.

Real Estate
99
+ 0.16%
$2.41 - $2.83 $239 - $280
60.5K $157K
VIS
Vanguard Industrial ETF

ETFs
361
+ 2.78%
$243.63 - $273.99 $88K - $98.9K
13.4K $3.31M
PNC
Pnc Financial Services Group, Inc.

Financial Services
171
+ 9.82%
$168.84 - $202.89 $28.9K - $34.7K
1.91K $336K
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
72
+ 6.93%
$522.96 - $601.18 $37.7K - $43.3K
1.11K $592K
IUSG
Ishares Core S&P U.S Growth Et

ETFs
456
+ 9.87%
$126.86 - $146.45 $57.8K - $66.8K
5.07K $644K
Doubleline ETF Trust
25.8K
+ 17.06%
N/A
177K $0
Cosmos Health Inc
42.5K
New
N/A
42.5K $0
Trust For Professional Manag
13.7K
+ 93.03%
N/A
28.4K $0
Two Rds Shared Tr
110K
+ 41.35%
N/A
377K $0
Vanguard Malvern Fds
3.65K
+ 2.14%
N/A
175K $0
ADM
Archer Daniels Midland CO

Consumer Defensive
220
+ 5.38%
$45.22 - $52.17 $9.95K - $11.5K
4.31K $206K
Doubleline ETF Trust
68.3K
+ 58.88%
N/A
184K $0
Doubleline ETF Trust
53.1K
+ 8.63%
N/A
668K $0
Doubleline ETF Trust
33.1K
+ 31.18%
N/A
139K $0
Two Rds Shared Tr
385K
+ 38.51%
N/A
1.38M $0
Two Rds Shared Tr
17.9K
+ 51.46%
N/A
52.7K $0
Two Rds Shared Tr
18.3K
+ 48.35%
N/A
56.2K $0
Brookfield Asset Managmt LTD
3.92K
+ 33.64%
N/A
15.6K $0
Bullfrog Ai Hldgs Inc
30K
New
N/A
30K $0
Blackrock Inc
385
+ 38.73%
N/A
1.38K $0
Blackrock ETF Trust Ii
16.6K
New
N/A
16.6K $0
Blackrock ETF Trust Ii
46.4K
+ 7.81%
N/A
640K $0
Bondbloxx ETF Trust
21.3K
New
N/A
21.3K $0
Vanguard Wellington Fd
3.45K
New
N/A
3.45K $0
Blackrock ETF Trust
180K
New
N/A
180K $0
Celestica Inc
425
+ 14.82%
N/A
3.29K $0
2023 ETF Series Trust
13.8K
New
N/A
13.8K $0
Bitwise Bitcoin ETF Tr
6.68K
New
N/A
6.68K $0
Atlanta Braves Hldgs Inc
8.62K
+ 143.54%
N/A
14.6K $0
Victory Portfolios Ii
184K
New
N/A
184K $0
Victory Portfolios Ii
183K
New
N/A
183K $0
Arista Networks Inc
249
+ 3.66%
N/A
7.06K $0
Bondbloxx ETF Trust
26.2K
New
N/A
26.2K $0
SFLR
Innovator Etfs Tr Equity Manag
16K
+ 119.33%
N/A
29.3K $0
Proshares Tr
1.92K
+ 37.0%
N/A
7.09K $0
First Tr Exchng Traded Fd Vi
17.9K
New
N/A
17.9K $0
Reddit Inc
857
+ 16.09%
N/A
6.18K $0
CLTL
Invesco ETF Tr Ii Treas Collat

ETFs
2.47K
+ 17.75%
N/A
16.4K $0
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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