Foundations Investment Advisors, LLC Purchases in Q3 2024

Foundations Investment Advisors, LLC

  • $4.46 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
VBK
Vanguard Small Cap Growth ETF

ETFs
289
+ 23.71%
$240.48 - $267.94 $69.5K - $77.4K
1.51K $403K
HBAN
Huntington Bancshares Inc

Financial Services
4.26K
+ 18.0%
$12.84 - $15.15 $54.7K - $64.5K
27.9K $410K
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
35
+ 1.34%
$386.81 - $423.12 $13.5K - $14.8K
2.65K $1.12M
GS
Goldman Sachs Group Inc

Financial Services
38
+ 2.15%
$459.02 - $510.25 $17.4K - $19.4K
1.8K $893K
IDV
Ishares Tr

ETFs
955
+ 3.66%
$27.62 - $30.64 $26.4K - $29.3K
27.1K $817K
MNKD
Mannkind Corp

Healthcare
14.7K
New
$5.01 - $6.7 $73.7K - $98.6K
14.7K $92K
ECL
Ecolab Inc.

Basic Materials
265
+ 19.39%
$228.86 - $255.76 $60.6K - $67.8K
1.63K $416K
SYK
Stryker Corp

Healthcare
160
+ 10.04%
$315.94 - $371.96 $50.6K - $59.5K
1.75K $633K
KMX
Carmax Inc

Consumer Cyclical
540
+ 4.54%
$71.21 - $85.78 $38.5K - $46.3K
12.4K $961K
EBAY
Ebay Inc

Consumer Cyclical
569
+ 12.97%
$52.61 - $65.44 $29.9K - $37.2K
4.96K $322K
BSJP
Invesco Et Sf Idxd Fd Tr Bulle

ETFs
3.35K
+ 25.94%
$22.94 - $23.16 $76.8K - $77.5K
16.2K $375K
WDIV
Spdr S&P Global Dividend ETF

ETFs
571
+ 10.58%
$59.25 - $67.03 $33.8K - $38.3K
5.97K $397K
TMO
Thermo Fisher Scientific Inc.

Healthcare
3
+ 0.26%
$531.86 - $624.21 $1.6K - $1.87K
1.15K $708K
ESGU
Ishares Trust Ishares Esg Awar

ETFs
364
+ 8.33%
$113.45 - $126.18 $41.3K - $45.9K
4.74K $597K
ANGL
Vaneck ETF Tr Fallen Angel Hig

ETFs
2.12K
+ 18.45%
$28.11 - $29.42 $59.5K - $62.3K
13.6K $399K
UL
Unilever PLC

Consumer Defensive
261
+ 4.54%
$54.7 - $65.59 $14.3K - $17.1K
6.01K $390K
HPQ
Hp Inc

Technology
1.88K
+ 26.33%
$32.02 - $38.11 $60.3K - $71.8K
9.04K $324K
TXT
Textron Inc

Industrials
721
+ 21.32%
$83.46 - $94.02 $60.2K - $67.8K
4.1K $363K
RYLD
Global X Fds Russell 2000 Cove

ETFs
4.32K
+ 18.49%
$15.22 - $16.33 $65.7K - $70.5K
27.7K $447K
CTRE
Care Trust Reit, Inc.

Real Estate
254
+ 2.27%
$25.14 - $31.2 $6.39K - $7.92K
11.4K $352K
DD
Du Pont De Nemours, Inc.

Basic Materials
360
+ 8.04%
$77.22 - $89.49 $27.8K - $32.2K
4.84K $431K
FIS
Fidelity National Information Services, Inc.

Technology
502
+ 14.82%
$72.8 - $85.04 $36.5K - $42.7K
3.89K $325K
MSI
Motorola Solutions, Inc.

Technology
18
+ 1.9%
$385.65 - $450.49 $6.94K - $8.11K
965 $433K
FTC
First Tr Lge Cap Growth

ETFs
337
+ 12.58%
$115.51 - $131.45 $38.9K - $44.3K
3.02K $396K
VEEV
Veeva Systems Inc

Healthcare
5
+ 0.2%
$180.43 - $223.9 $902 - $1.12K
2.51K $526K
DHR
Danaher Corp

Healthcare
82
+ 5.27%
$239.25 - $280.76 $19.6K - $23K
1.64K $455K
HIG
Hartford Financial Services Group, Inc.

Financial Services
20
+ 0.53%
$98.71 - $117.61 $1.97K - $2.35K
3.82K $448K
BR
Broadridge Financial Solutions, Inc.

Technology
200
+ 15.67%
$196.56 - $218.55 $39.3K - $43.7K
1.48K $317K
HWM
Howmet Aerospace Inc.

Industrials
12
+ 0.42%
$77.3 - $100.22 $928 - $1.2K
2.84K $285K
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
126
+ 5.34%
$138.85 - $182.81 $17.5K - $23K
2.49K $441K
PHK
Pimco High Income Fund

Financial Services
13.1K
New
$4.76 - $5.0 $62.3K - $65.4K
13.1K $65K
GGN
Gamco Global Gold, Natural Resources & Income Trust

Financial Services
15.1K
New
$3.99 - $4.33 $60.4K - $65.5K
15.1K $64K
MUST
Columbia ETF Tr I Multi Sector

ETFs
2.65K
+ 12.95%
$20.28 - $20.85 $53.7K - $55.2K
23.1K $479K
OXLC
Oxford Lane Capital Corp.

Financial Services
12.2K
New
$5.15 - $5.67 $62.6K - $68.9K
12.2K $63K
PHYS
Sprott Physical Gold Trust

Financial Services
917
+ 4.78%
$18.12 - $20.72 $16.6K - $19K
20.1K $409K
GD
General Dynamics Corp

Industrials
126
+ 6.17%
$279.51 - $308.09 $35.2K - $38.8K
2.17K $655K
ITW
Illinois Tool Works Inc

Industrials
105
+ 7.39%
$233.14 - $263.97 $24.5K - $27.7K
1.53K $399K
LAMR
Lamar Advertising CO

Real Estate
80
+ 2.18%
$110.9 - $135.58 $8.87K - $10.8K
3.74K $500K
DON
Wisdomtree Tr U.S. Midcap Divi

ETFs
716
+ 13.35%
$46.17 - $51.13 $33.1K - $36.6K
6.08K $310K
SCHV
Schwab Strategic Tr Us Large C

ETFs
470
+ 13.19%
$73.43 - $80.37 $34.5K - $37.8K
4.03K $324K
PNC
Pnc Financial Services Group, Inc.

Financial Services
86
+ 5.9%
$156.14 - $187.2 $13.4K - $16.1K
1.54K $285K
COF
Capital One Financial Corp

Financial Services
258
+ 14.61%
$131.42 - $153.05 $33.9K - $39.5K
2.02K $303K
DOW
Dow Inc.

Basic Materials
641
+ 4.38%
$50.15 - $55.41 $32.1K - $35.5K
15.3K $835K
OZ
Belpointe Prep, LLC

Real Estate
117
+ 2.62%
$58.0 - $72.4 $6.79K - $8.47K
4.58K $316K
FGD
First Tr Exchange Trd Fd Ii Fi

ETFs
1.06K
+ 6.52%
$22.11 - $24.64 $23.5K - $26.1K
17.3K $421K
HSY
Hershey CO

Consumer Defensive
247
+ 22.05%
$182.45 - $203.25 $45.1K - $50.2K
1.37K $262K
OGE
Oge Energy Corp.

Utilities
28
+ 0.27%
$35.12 - $41.18 $983 - $1.15K
10.4K $427K
OSK
Oshkosh Corp

Industrials
737
+ 34.01%
$97.2 - $116.02 $71.6K - $85.5K
2.9K $291K
GLPI
Gaming & Leisure Properties, Inc.

Real Estate
104
+ 1.26%
$43.9 - $52.34 $4.57K - $5.44K
8.33K $428K
Activity Summary
Buys All Purchases 591 New Holdings 123 Increased Positions 468 Sells All Sells 193 Reductions 193 Sold out 0 Options Calls 0 Puts 0
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