Foundations Investment Advisors, LLC Incresed Positions in Q4 2024

Foundations Investment Advisors, LLC

  • $4.87 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
MPC
Marathon Petroleum Corp

Energy
504
+ 10.16%
$131.65 - $174.84 $66.4K - $88.1K
5.47K $762K
AMD
Advanced Micro Devices Inc

Technology
6.63K
+ 33.83%
$118.88 - $172.8 $788K - $1.15M
26.2K $3.17M
AVDV
American Centy ETF Tr Avantis

ETFs
2.23K
+ 6.46%
$63.85 - $70.4 $143K - $157K
36.8K $2.4M
CARR
Carrier Global Corp

Industrials
209
+ 3.62%
$66.69 - $82.65 $13.9K - $17.3K
5.99K $408K
SHW
Sherwin Williams CO

Basic Materials
55
+ 2.86%
$338.75 - $399.71 $18.6K - $22K
1.98K $672K
XLE
Energy Sector Spdr

ETFs
24
+ 0.08%
$83.32 - $97.27 $2K - $2.33K
30.2K $2.58M
MDT
Medtronic PLC

Healthcare
944
+ 6.61%
$79.61 - $92.24 $75.2K - $87.1K
15.2K $1.22M
IDV
Ishares Tr

ETFs
73
+ 0.27%
$27.03 - $29.92 $1.97K - $2.18K
27.1K $742K
KHC
Kraft Heinz CO

Consumer Defensive
49
+ 0.27%
$30.1 - $36.02 $1.47K - $1.76K
18.3K $563K
ED
Consolidated Edison Inc

Utilities
401
+ 5.15%
$88.87 - $107.38 $35.6K - $43.1K
8.19K $730K
OMC
Omnicom Group Inc.

Communication Services
347
+ 4.57%
$85.82 - $105.47 $29.8K - $36.6K
7.94K $683K
VPU
Vanguard Utilities ETF

ETFs
1.01K
+ 3.97%
$160.52 - $179.11 $162K - $181K
26.4K $4.32M
CEG
Constellation Energy Corp

Utilities
40
+ 1.05%
$224.28 - $285.52 $8.97K - $11.4K
3.85K $866K
CMCSA
Comcast Corp

Communication Services
1.02K
+ 2.48%
$37.39 - $45.14 $38K - $45.9K
42K $1.57M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
195
+ 0.51%
$44.04 - $49.49 $8.59K - $9.65K
38.4K $1.69M
QCOM
Qualcomm Inc

Technology
544
+ 4.01%
$150.4 - $178.04 $81.8K - $96.9K
14.1K $2.17M
DHI
Horton D R Inc

Consumer Cyclical
401
+ 9.99%
$137.24 - $194.56 $55K - $78K
4.42K $617K
JNJ
Johnson & Johnson

Healthcare
826
+ 5.24%
$143.34 - $165.86 $118K - $137K
16.6K $2.4M
IGLD
First Tr Cboe Vest Gold Strate

Communication Services
6.11K
+ 6.02%
$18.62 - $22.39 $114K - $137K
108K $2.03M
JEPI
J P Morgan Exchange Traded Fd

ETFs
6.73K
+ 2.38%
$57.53 - $60.83 $387K - $409K
289K $16.6M
VHT
Vanguard Health Care ETF

ETFs
722
+ 5.73%
$250.81 - $283.3 $181K - $205K
13.3K $3.38M
VAW
Vanguard Materials ETF

ETFs
932
+ 6.17%
$186.91 - $215.32 $174K - $201K
16K $3.01M
DOW
Dow Inc.

Basic Materials
744
+ 4.87%
$39.1 - $55.34 $29.1K - $41.2K
16K $643K
KNG
Ft Cboe Vest S&P 500 Dividend

ETFs
982
+ 1.63%
$50.06 - $55.0 $49.2K - $54K
61.3K $3.08M
HD
Home Depot, Inc.

Consumer Cyclical
77
+ 0.38%
$385.02 - $431.37 $29.6K - $33.2K
20.3K $7.89M
MCD
Mcdonalds Corp

Consumer Cyclical
237
+ 0.75%
$288.47 - $316.54 $68.4K - $75K
32K $9.28M
EMGF
Ishares Msci Emerging Markets

ETFs
8.75K
+ 5.0%
$45.23 - $51.49 $396K - $450K
184K $8.31M
AVEM
American Centy ETF Tr Avantis

ETFs
9.17K
+ 5.58%
$58.59 - $66.14 $537K - $607K
173K $10.2M
VEA
Vanguard Ftse Developed Market

ETFs
1.34K
+ 1.37%
$47.57 - $52.44 $63.9K - $70.4K
99.3K $4.75M
BABA
Alibaba Group Holding LTD

Consumer Cyclical
27.1K
+ 21.1%
$82.28 - $117.52 $2.23M - $3.18M
155K $13.2M
TLT
Ishares Barclays 20+ Year Trea

ETFs
41.4K
+ 10.93%
$87.1 - $98.49 $3.6M - $4.07M
420K $36.6M
ADFI
Two Rds Shared Tr Anfield Dyna

ETFs
163K
+ 3.3%
$8.37 - $8.79 $1.37M - $1.44M
5.11M $42.9M
LOW
Lowes Companies Inc

Consumer Cyclical
186
+ 0.7%
$244.52 - $284.07 $45.5K - $52.8K
26.7K $6.58M
LLY
Eli Lilly & CO

Healthcare
4.09K
+ 12.36%
$727.2 - $932.06 $2.97M - $3.81M
37.1K $28.7M
FCX
Freeport Mcmoran Inc

Basic Materials
34.2K
+ 20.43%
$38.08 - $50.82 $1.3M - $1.74M
202K $7.68M
NVO
Novo Nordisk A S

Healthcare
17.8K
+ 13.06%
$85.0 - $120.04 $1.52M - $2.14M
154K $13.3M
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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