Foundations Investment Advisors, LLC Incresed Positions in Q1 2025

Foundations Investment Advisors, LLC

  • $5.1 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
DXJ
Wisdomtree Trust Japan Hedged

ETFs
9.02K
+ 6.91%
$106.46 - $114.75 $960K - $1.03M
140K $15.4M
XLB
Select Sector Spdr Fd Material

ETFs
11.3K
+ 438.38%
$83.19 - $90.99 $940K - $1.03M
13.9K $1.19M
VNQ
Vanguard Specialized Funds Van

ETFs
10.5K
+ 210.45%
$85.55 - $94.34 $898K - $990K
15.5K $1.4M
FDMO
Fidelity Covington Tr Momentum

ETFs
14.6K
+ 288.83%
$63.36 - $74.35 $924K - $1.08M
19.6K $1.28M
VLO
Valero Energy Corp

Energy
3.9K
+ 9.14%
$121.76 - $142.99 $474K - $557K
46.5K $6.14M
PLTR
Palantir Technologies Inc.

Technology
3.28K
+ 4.76%
$64.98 - $124.62 $213K - $408K
72.1K $6.08M
FTC
First Tr Lge Cap Growth

ETFs
6.63K
+ 297.44%
$127.87 - $148.89 $847K - $987K
8.86K $1.16M
AEP
American Electric Power CO Inc

Utilities
6.31K
+ 83.61%
$90.32 - $109.27 $569K - $689K
13.8K $1.51M
AOK
Ishares Tr Core Conservative A

ETFs
20.3K
+ 36.59%
$36.86 - $38.15 $749K - $776K
75.9K $2.86M
SPYG
Spdr Portfolio

ETFs
11.9K
+ 38.72%
$80.05 - $92.39 $955K - $1.1M
42.7K $3.43M
FQAL
Fidelity Covington Tr Quality

ETFs
10.3K
+ 285.93%
$63.12 - $69.13 $650K - $712K
13.9K $892K
FDVV
Fidelity High Dividend ETF

ETFs
13K
+ 273.77%
$48.86 - $52.28 $638K - $682K
17.8K $883K
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
9K
+ 12.24%
$78.0 - $84.37 $702K - $759K
82.6K $6.59M
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
6.29K
+ 45.08%
$100.34 - $100.68 $631K - $634K
20.3K $2.04M
AVEM
American Centy ETF Tr Avantis

ETFs
6.34K
+ 3.66%
$57.11 - $62.4 $362K - $396K
180K $10.8M
NFLX
Netflix Inc

Communication Services
469
+ 11.35%
$828.4 - $1058.6 $389K - $496K
4.6K $4.29M
DNP
Dnp Select Income Fund Inc

Financial Services
19.3K
+ 5.06%
$8.93 - $9.92 $172K - $191K
400K $3.96M
VTV
Vanguard Value ETF

ETFs
2.28K
+ 3.96%
$167.73 - $179.21 $382K - $409K
59.9K $10.3M
EMTL
Spdr Doubleline Emerging Marke

ETFs
12.5K
+ 30.95%
$42.13 - $43.1 $527K - $539K
52.9K $2.28M
FVAL
Fidelity Covington Tr Value Fa

ETFs
9.81K
+ 287.6%
$58.79 - $65.0 $577K - $638K
13.2K $787K
NOBL
Proshares S&P 500 Dividend Ari

ETFs
4.22K
+ 8.46%
$97.38 - $104.52 $411K - $441K
54.2K $5.54M
WRB
Berkley W R Corp

Financial Services
7.08K
+ 164.11%
$56.7 - $71.27 $402K - $505K
11.4K $811K
NSC
Norfolk Southern Corp

Industrials
2.34K
+ 112.67%
$227.69 - $259.76 $532K - $607K
4.41K $1.05M
FSMD
Fidelity Covington Tr Small Mi

ETFs
14.4K
+ 285.77%
$38.04 - $43.22 $547K - $622K
19.4K $760K
STIP
Ishares Barclays 0 5 Year Tips

ETFs
5.03K
+ 49.89%
$100.59 - $103.47 $506K - $520K
15.1K $1.56M
ENB
Enbridge Inc

Energy
9.3K
+ 16.65%
$41.54 - $45.45 $386K - $423K
65.1K $2.89M
DFAS
Dimensional ETF Tr U S Small C

ETFs
12K
+ 30.71%
$58.81 - $68.2 $706K - $819K
51.1K $3.05M
VLUE
Ishares Msci Usa Value Factor

ETFs
4.58K
+ 29.19%
$104.89 - $113.56 $481K - $520K
20.3K $2.16M
EXC
Exelon Corp

Utilities
9.6K
+ 140.53%
$37.3 - $46.08 $358K - $442K
16.4K $757K
MUB
Ishares National Muni Bond ETF

ETFs
4.96K
+ 19.12%
$104.71 - $107.69 $519K - $534K
30.9K $3.25M
BUFQ
First Tr Ex Tr Fd Viii Ft Cboe

ETFs
16.9K
+ 132.76%
$29.68 - $32.59 $503K - $552K
29.7K $886K
PANW
Palo Alto Networks Inc

Technology
6.96K
+ 11.19%
$167.82 - $208.28 $1.17M - $1.45M
69.1K $11.8M
DTE
Dte Energy CO

Utilities
3.05K
+ 117.33%
$117.6 - $138.27 $358K - $421K
5.64K $780K
HTGC
Hercules Capital, Inc.

Financial Services
23.2K
+ 185.39%
$18.01 - $22.0 $418K - $510K
35.7K $686K
JQUA
J P Morgan ETF Tr U S Quality

ETFs
7.8K
+ 49.31%
$55.41 - $60.74 $432K - $474K
23.6K $1.33M
SCHR
Schwab Intermediate Term Us Tr

ETFs
13.2K
+ 9.03%
$24.05 - $24.86 $317K - $328K
159K $3.96M
ARCC
Ares Capital Corp

Financial Services
14.6K
+ 4.97%
$21.28 - $23.81 $312K - $349K
309K $6.85M
EXPE
Expedia Group, Inc.

Consumer Cyclical
2.52K
+ 192.23%
$157.11 - $206.52 $397K - $521K
3.84K $644K
MDLZ
Mondelez International, Inc.

Consumer Defensive
5.38K
+ 132.34%
$56.12 - $68.15 $302K - $366K
9.44K $640K
FLEX
Flex Ltd.

Technology
12.7K
+ 209.04%
$32.92 - $44.46 $417K - $563K
18.7K $619K
GPN
Global Payments Inc

Industrials
4.27K
+ 188.06%
$92.18 - $113.03 $393K - $482K
6.54K $640K
SF
Stifel Financial Corp

Financial Services
4.33K
+ 194.26%
$91.62 - $117.6 $397K - $510K
6.57K $618K
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
1.15K
+ 37.53%
$208.48 - $244.03 $240K - $281K
4.21K $1.03M
SLB
Schlumberger Limited

Energy
8.31K
+ 92.83%
$38.4 - $43.74 $319K - $363K
17.3K $721K
ITRN
Ituran Location & Control Ltd.

Technology
9.44K
+ 130.69%
$31.47 - $43.91 $297K - $415K
16.7K $602K
WTRG
Essential Utilities, Inc.

Utilities
8.74K
+ 96.12%
$33.49 - $40.57 $293K - $355K
17.8K $704K
AZZ
Azz Inc

Industrials
4.35K
+ 151.11%
$82.13 - $99.01 $357K - $430K
7.22K $603K
BX
Blackstone Inc.

Financial Services
14.2K
+ 28.62%
$136.53 - $186.74 $1.94M - $2.65M
63.9K $8.93M
INGR
Ingredion Inc

Consumer Defensive
2.74K
+ 133.87%
$125.6 - $137.36 $344K - $376K
4.79K $646K
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
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