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
NFLX
Netflix Inc

Communication Services
670
+ 19.35%
$687.65 - $936.56 $461K - $627K
4.13K $3.68M
BIZD
Vaneck Vectors ETF Tr Bdc Inco

ETFs
71.4K
+ 26.53%
$15.9 - $17.05 $1.14M - $1.22M
341K $5.66M
JBBB
Janus Detroit Str Tr Henderson

ETFs
24.1K
+ 26.94%
$48.59 - $49.45 $1.17M - $1.19M
114K $5.58M
BSJP
Invesco Et Sf Idxd Fd Tr Bulle

ETFs
51.8K
+ 318.52%
$23.02 - $23.23 $1.19M - $1.2M
68K $1.57M
XLP
Consumer Staples Sector Spdr

ETFs
15.5K
+ 8.36%
N/A
201K $15.3M
VRT
Vertiv Holdings CO

Industrials
13.6K
+ 7.89%
N/A
186K $16.1M
SEIX
Virtus ETF Tr Ii Seix Sr Ln Et

ETFs
47.9K
+ 25.72%
$23.8 - $24.11 $1.14M - $1.16M
234K $5.61M
FLBL
Franklin Templeton ETF Tr Libe

ETFs
48.3K
+ 26.03%
$24.13 - $24.45 $1.17M - $1.18M
234K $5.67M
DXJ
Wisdomtree Trust Japan Hedged

ETFs
5.66K
+ 4.53%
$105.85 - $112.84 $599K - $639K
131K $14.4M
HYGH
Ishares U S ETF Tr Int Rate He

ETFs
13.3K
+ 24.66%
$85.41 - $87.1 $1.13M - $1.16M
67.1K $5.79M
ICF
Ishares Tr

ETFs
54.7K
+ 14.13%
$58.8 - $66.61 $3.22M - $3.64M
442K $26.6M
EPD
Enterprise Products Partners L.P.

Energy
15.3K
+ 5.56%
$28.66 - $34.43 $439K - $527K
290K $9.11M
RDVY
First Trust Rising Dividend Ac

ETFs
18.7K
+ 6.71%
$58.65 - $64.37 $1.1M - $1.21M
298K $17.6M
IWB
Ishares Tr Russell 1000 ETF

ETFs
3.33K
+ 342.9%
$311.11 - $335.64 $1.04M - $1.12M
4.31K $1.39M
VZ
Verizon Communications Inc

Communication Services
48.3K
+ 27.74%
$39.6 - $45.21 $1.91M - $2.18M
222K $8.89M
ARDC
Ares Dynamic Credit Allocation Fund, Inc.

Financial Services
74.2K
+ 23.17%
$14.88 - $15.58 $1.1M - $1.16M
395K $5.96M
GOOG
Alphabet Inc.

Communication Services
3.22K
+ 17.11%
$163.08 - $198.16 $524K - $637K
22K $4.19M
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
10.2K
+ 274.89%
$100.16 - $100.7 $1.03M - $1.03M
14K $1.4M
AINV
Apollo Investment Corp

Financial Services
88.5K
+ 28.39%
N/A
400K $4.45M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
2.14K
+ 9.3%
$172.07 - $207.36 $369K - $444K
25.2K $4.98M
MARA
Marathon Digital Holdings, Inc.

Financial Services
42.5K
+ 61.21%
N/A
112K $2.52M
SCHA
Schwab Strategic Tr Us Small C

ETFs
489K
+ 106.93%
$25.33 - $51.16 $12.4M - $25M
947K $24.5M
CEFS
Exchange Listed Fds Tr Saba Cl

ETFs
51K
+ 23.44%
$21.42 - $22.58 $1.09M - $1.15M
268K $5.75M
VFQY
Vanguard Wellington Fd U S Qua

ETFs
7.95K
+ 7.59%
$139.44 - $150.37 $1.11M - $1.19M
113K $15.9M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
14.5K
+ 64.33%
$61.68 - $67.87 $897K - $987K
37.2K $2.31M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
2.44K
+ 7.97%
$442.29 - $483.08 $1.08M - $1.18M
33.1K $15M
PFFA
Etfis Ser Tr I

ETFs
48.9K
+ 22.89%
$21.82 - $23.21 $1.07M - $1.14M
263K $5.75M
AFIF
Two Rds Shared Tr

ETFs
104K
+ 7.92%
$9.13 - $9.23 $951K - $962K
1.42M $13M
SPSB
Spdr Portfolio Short Term Corp

ETFs
27.5K
+ 158.24%
$29.77 - $30.19 $820K - $831K
44.9K $1.34M
PFE
Pfizer Inc

Healthcare
36.1K
+ 43.63%
$24.8 - $30.19 $896K - $1.09M
119K $3.16M
SPAB
Spdr Portfolio Aggregate Bond

ETFs
35.8K
+ 28.1%
$24.94 - $26.14 $892K - $935K
163K $4.08M
IGV
Ishares Expanded Tech Software

ETFs
6.66K
+ 114.88%
$87.5 - $110.17 $583K - $734K
12.5K $1.25M
AOA
Ishares Tr Core Aggressive All

ETFs
11.2K
+ 18.29%
$76.61 - $79.88 $858K - $894K
72.4K $5.55M
BSJQ
Invesco Etsf Fd Tr Bulletshare

ETFs
30.7K
+ 296.46%
$23.25 - $23.56 $713K - $722K
41K $954K
STOT
Spdr Doubleline Short Duration

ETFs
16.4K
+ 17.13%
$46.75 - $47.33 $766K - $776K
112K $5.25M
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
10.5K
+ 16.61%
$80.93 - $85.66 $848K - $898K
73.6K $5.95M
MUB
Ishares National Muni Bond ETF

ETFs
6.94K
+ 36.57%
$105.78 - $108.7 $734K - $754K
25.9K $2.76M
VFMV
Vanguard Wellington Fd

ETFs
6.65K
+ 7.03%
$120.0 - $127.93 $798K - $851K
101K $12.2M
IYR
Ishares Tr

ETFs
8.06K
+ 117.23%
$90.74 - $102.87 $732K - $830K
14.9K $1.39M
FLDR
Fidelity Merrimack Str Tr Low

ETFs
13.9K
+ 93.82%
$49.93 - $50.24 $694K - $698K
28.7K $1.43M
DTD
Wisdomtree Tr U.S Total Divide

ETFs
9.45K
+ 15.08%
$75.44 - $80.53 $713K - $761K
72.1K $5.47M
BND
Vanguard Bd Index Fd Inc Total

ETFs
10.5K
+ 34.71%
$71.75 - $75.11 $754K - $790K
40.8K $2.93M
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
13.7K
+ 78.32%
$48.33 - $49.08 $664K - $674K
31.3K $1.51M
ETN
Eaton Corp PLC

Industrials
1.93K
+ 105.63%
$326.96 - $377.52 $632K - $730K
3.76K $1.25M
DFAU
Dimensional ETF Tr

ETFs
13.2K
+ 12.23%
$39.27 - $42.38 $520K - $561K
121K $4.92M
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
34K
+ 9.99%
$22.39 - $23.45 $762K - $798K
375K $8.61M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
8.19K
+ 59.14%
$77.02 - $78.58 $631K - $643K
22K $1.7M
DE
Deere & CO

Industrials
1.39K
+ 56.23%
$389.45 - $466.0 $541K - $647K
3.86K $1.64M
MAIN
Main Street Capital Corp

Financial Services
8.06K
+ 53.11%
$49.95 - $58.58 $403K - $472K
23.2K $1.36M
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
Track This Portfolio

Track Foundations Investment Advisors, LLC Portfolio

Follow Foundations Investment Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Foundations Investment Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Foundations Investment Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email