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
ESPR
Esperion Therapeutics, Inc.

Healthcare
9.87K
+ 48.63%
$1.61 - $3.83 $15.9K - $37.8K
30.2K $66K
FLRN
Spdr Bloomberg Investment Grad

ETFs
1.05K
+ 5.41%
$30.67 - $30.84 $32.3K - $32.5K
20.5K $630K
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
54
+ 5.48%
$563.99 - $620.12 $30.5K - $33.5K
1.04K $591K
APD
Air Products & Chemicals, Inc.

Basic Materials
183
+ 5.68%
$285.5 - $335.62 $52.2K - $61.4K
3.4K $986K
BR
Broadridge Financial Solutions, Inc.

Technology
52
+ 3.52%
$209.64 - $236.44 $10.9K - $12.3K
1.53K $345K
IEFA
Ishares Tr

ETFs
1.65K
+ 14.56%
$70.06 - $77.43 $116K - $128K
13K $914K
CW
Curtiss Wright Corp

Industrials
6
+ 0.62%
$335.08 - $389.49 $2.01K - $2.34K
977 $346K
PH
Parker Hannifin Corp

Industrials
33
+ 2.23%
$621.74 - $709.46 $20.5K - $23.4K
1.52K $963K
BNDX
Vanguard Total International B

ETFs
1.03K
+ 5.12%
$48.91 - $50.61 $50.1K - $51.9K
21K $1.03M
BXSL
Blackstone Secured Lending Fund

Financial Services
73
+ 0.95%
$29.25 - $33.27 $2.14K - $2.43K
7.76K $250K
AVB
Avalonbay Communities Inc

Real Estate
132
+ 14.19%
$216.28 - $237.81 $28.5K - $31.4K
1.06K $233K
HPQ
Hp Inc

Technology
1.65K
+ 18.21%
$32.46 - $39.3 $53.4K - $64.7K
10.7K $348K
KEY
Keycorp

Financial Services
1.02K
+ 9.33%
$16.21 - $19.97 $16.5K - $20.3K
11.9K $204K
GE
General Electric CO

Industrials
1.47K
+ 14.15%
$159.95 - $194.23 $234K - $285K
11.8K $1.97M
EA
Electronic Arts Inc.

Communication Services
94
+ 6.11%
$140.69 - $167.97 $13.2K - $15.8K
1.63K $238K
PWR
Quanta Services, Inc.

Industrials
1
+ 0.1%
$296.05 - $346.6 $296 - $347
957 $302K
SSNC
Ss&C Technologies Holdings Inc

Technology
171
+ 5.56%
$69.93 - $77.36 $12K - $13.2K
3.25K $246K
K
Kellogg CO

Consumer Defensive
196
+ 3.25%
$80.34 - $81.29 $15.7K - $15.9K
6.24K $504K
ICOW
Pacer Fds Tr Devel Mrkts Intl

ETFs
8.62K
+ 8.95%
$28.89 - $31.63 $249K - $273K
105K $3.06M
WRB
Berkley W R Corp

Financial Services
148
+ 3.55%
$56.48 - $64.94 $8.36K - $9.61K
4.32K $252K
WEC
Wec Energy Group, Inc.

Utilities
438
+ 3.73%
$92.94 - $101.82 $40.7K - $44.6K
12.2K $1.15M
PCG
Pg&E Corp

Utilities
402
+ 2.39%
$19.2 - $21.63 $7.72K - $8.7K
17.2K $346K
SNX
Td Synnex Corp

Technology
172
+ 9.76%
$114.71 - $125.79 $19.7K - $21.6K
1.93K $226K
RE
Everest Re Group LTD

Financial Services
37
+ 5.93%
N/A
661 $245K
VDC
Vanguard Consumer Staples ETF

ETFs
126
+ 6.7%
$210.96 - $223.62 $26.6K - $28.2K
2.01K $424K
EOG
Eog Resources Inc

Energy
113
+ 6.15%
$118.22 - $136.54 $13.4K - $15.4K
1.95K $239K
PSX
Phillips 66

Energy
721
+ 18.12%
$110.35 - $138.93 $79.6K - $100K
4.7K $535K
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
349
+ 7.32%
$51.54 - $52.55 $18K - $18.3K
5.12K $264K
FMB
First Tr Exchange Traded Fd Ii

ETFs
386
+ 5.18%
$50.62 - $52.07 $19.5K - $20.1K
7.84K $399K
CBT
Cabot Corp

Basic Materials
573
+ 28.65%
$90.64 - $117.0 $51.9K - $67K
2.57K $234K
CTVA
Corteva, Inc.

Basic Materials
323
+ 7.34%
$55.21 - $64.13 $17.8K - $20.7K
4.73K $269K
TY
Tri Continental Corp

Financial Services
732
+ 6.99%
$31.01 - $34.67 $22.7K - $25.4K
11.2K $354K
DOX
Amdocs LTD

Technology
194
+ 7.49%
$82.94 - $92.86 $16.1K - $18K
2.78K $236K
RYLD
Global X Fds Russell 2000 Cove

ETFs
351
+ 1.27%
$15.97 - $16.79 $5.61K - $5.89K
28K $457K
MNTSW
Momentus Inc Wt Exp 05/15/26(D
125K
New
$0.01 - $0.09 $1.25K - $11.3K
125K $10K
UL
Unilever PLC

Consumer Defensive
1.06K
+ 17.6%
$56.7 - $64.64 $60K - $68.4K
7.07K $400K
GBDC
Golub Capital Bdc, Inc.

Financial Services
618
+ 3.95%
$14.69 - $15.67 $9.08K - $9.68K
16.3K $246K
PMAY
Innovator Etfs Tr S&P 500 Pwr

ETFs
54
+ 0.58%
$35.07 - $36.08 $1.89K - $1.95K
9.45K $339K
FTHI
First Trust Exchange Traded Fd

ETFs
239
+ 1.96%
$22.89 - $24.02 $5.47K - $5.74K
12.4K $288K
TTE
Total Energies Se

Energy
107
+ 1.83%
N/A
5.97K $409K
STLG
Ishares Factors Us Growth Styl

ETFs
135
+ 0.82%
N/A
16.5K $831K
AZZ
Azz Inc

Industrials
101
+ 3.64%
$75.86 - $96.0 $7.66K - $9.7K
2.88K $235K
LEN
Lennar Corp

Consumer Cyclical
480
+ 39.54%
$136.2 - $188.96 $65.4K - $90.7K
1.69K $231K
CHCO
City Holding CO

Financial Services
13
+ 0.68%
$113.37 - $134.35 $1.47K - $1.75K
1.94K $229K
VLUE
Ishares Msci Usa Value Factor

ETFs
528
+ 3.48%
$104.01 - $115.38 $54.9K - $60.9K
15.7K $1.66M
ARW
Arrow Electronics Inc

Technology
343
+ 18.95%
$112.44 - $137.23 $38.6K - $47.1K
2.15K $243K
BP
Bp PLC

Energy
676
+ 6.22%
$28.16 - $33.14 $19K - $22.4K
11.5K $341K
AMRN
Amarin Corp Plcuk

Healthcare
5.66K
+ 54.95%
$0.44 - $0.63 $2.49K - $3.57K
16K $7K
Blackrock Inc
994
New
N/A
994 $0
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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