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
NEE
Nextera Energy Inc

Utilities
9.63K
+ 131.64%
$69.77 - $85.43 $672K - $823K
16.9K $1.22M
NVS
Novartis Ag

Healthcare
18.9K
+ 26.92%
$96.78 - $117.18 $1.83M - $2.21M
89.1K $8.67M
FNDA
Schwab Fundamental U S Small C

ETFs
61.2K
+ 149.28%
$29.26 - $59.11 $1.79M - $3.62M
102K $3.03M
AVDE
American Centy ETF Tr Avantis

ETFs
42.7K
+ 11.87%
$60.9 - $66.69 $2.6M - $2.85M
403K $24.7M
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
16.5K
+ 66.4%
$33.92 - $36.6 $561K - $605K
41.4K $1.43M
WFC
Wells Fargo & Company

Financial Services
3.4K
+ 15.82%
$54.98 - $77.35 $187K - $263K
24.9K $1.75M
AXP
American Express CO

Financial Services
456
+ 2.95%
$267.35 - $305.57 $122K - $139K
15.9K $4.72M
DIS
Walt Disney CO

Communication Services
1.44K
+ 5.9%
$92.39 - $117.6 $133K - $170K
25.9K $2.88M
AVUS
American Centy ETF Tr Avantis

ETFs
3.25K
+ 2.68%
$94.36 - $102.06 $306K - $331K
124K $12.1M
AMGN
Amgen Inc

Healthcare
5.96K
+ 35.78%
$258.78 - $328.31 $1.54M - $1.96M
22.6K $5.89M
QQQM
Invesco Exchange Traded Fd Tr

ETFs
724
+ 1.92%
$198.04 - $221.51 $143K - $160K
38.4K $8.07M
MRK
Merck & Co., Inc.

Healthcare
13.5K
+ 22.75%
$96.31 - $114.76 $1.3M - $1.55M
73.1K $7.27M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
10.7K
+ 13.79%
$50.37 - $50.6 $537K - $539K
88K $4.43M
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
9.82K
+ 77.01%
$50.73 - $51.08 $498K - $502K
22.6K $1.15M
FDLO
Fidelity Covington Tr Low Vola

ETFs
8.24K
+ 91.5%
$60.24 - $63.08 $496K - $520K
17.2K $1.04M
BDX
Becton Dickinson & CO

Healthcare
2.24K
+ 142.18%
$220.02 - $243.75 $492K - $545K
3.81K $863K
XLG
Invesco Exchange Traded Fd Tr

ETFs
8.37K
+ 36.8%
$46.94 - $51.62 $393K - $432K
31.1K $1.56M
MOAT
Vaneck Morningstar Wide Moat E

ETFs
5.39K
+ 13.8%
N/A
44.5K $3.82M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
9.4K
+ 94.18%
$49.79 - $51.14 $468K - $481K
19.4K $971K
QTWO
Q2 Holdings, Inc.

Technology
1.81K
+ 13.9%
$77.81 - $110.85 $141K - $201K
14.8K $1.49M
SPMD
Spdr Portfolio

ETFs
8.28K
+ 5.97%
$54.13 - $59.56 $448K - $493K
147K $8.04M
KR
Kroger CO

Consumer Defensive
870
+ 0.84%
$55.21 - $63.3 $48K - $55.1K
105K $6.39M
PGR
Progressive Corp

Financial Services
1.91K
+ 227.6%
$239.6 - $268.88 $456K - $512K
2.74K $657K
RSP
Invesco S&P 500 Equal Weight E

ETFs
2.94K
+ 15.46%
$174.22 - $187.62 $513K - $552K
22K $3.85M
ENB
Enbridge Inc

Energy
8.15K
+ 17.09%
$40.4 - $43.92 $329K - $358K
55.8K $2.37M
TFC
Truist Financial Corp

Financial Services
9.48K
+ 29.73%
$41.51 - $48.1 $394K - $456K
41.4K $1.8M
SECT
Sector 10, Inc.

ETFs
7.51K
+ 80.65%
$53.17 - $57.82 $400K - $434K
16.8K $922K
CCI
Crown Castle International Corp

Real Estate
15K
+ 44.12%
$89.78 - $119.11 $1.34M - $1.78M
48.9K $4.44M
IWF
Ishares Russell 1000 Gr ETF

ETFs
394
+ 4.18%
$370.24 - $418.94 $146K - $165K
9.82K $3.94M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
102K
+ 245.1%
$26.93 - $84.95 $2.73M - $8.62M
143K $3.9M
DFAS
Dimensional ETF Tr U S Small C

ETFs
5.74K
+ 17.18%
$63.58 - $71.15 $365K - $408K
39.1K $2.55M
VBK
Vanguard Small Cap Growth ETF

ETFs
1.29K
+ 85.68%
$264.18 - $304.19 $341K - $393K
2.8K $784K
XLRE
Select Sector Spdr Tr Real Est

ETFs
10.7K
+ 69.4%
$40.06 - $45.21 $428K - $483K
26.1K $1.06M
DKNG
Draft Kings Inc.

Consumer Cyclical
12.1K
+ 30.44%
$35.32 - $44.84 $426K - $541K
51.7K $1.92M
IUSG
Ishares Core S&P U.S Growth Et

ETFs
2.51K
+ 119.17%
$129.96 - $144.97 $326K - $364K
4.62K $643K
AVSC
American Centy ETF Tr Avantis
5.69K
+ 3.54%
$52.7 - $59.57 $300K - $339K
166K $9.04M
VLO
Valero Energy Corp

Energy
6.6K
+ 18.34%
$118.59 - $144.02 $783K - $951K
42.6K $5.22M
OEF
Ishares S&P 100 ETF

ETFs
1.34K
+ 4.85%
N/A
29K $7.7M
VCIT
Vanguard Intermediate Term Cor

ETFs
13.1K
+ 6.42%
$80.13 - $83.77 $1.05M - $1.09M
216K $17.4M
ET
Energy Transfer LP

Energy
2.35K
+ 2.92%
$16.05 - $19.86 $37.7K - $46.7K
82.7K $1.62M
ISRG
Intuitive Surgical Inc

Healthcare
570
+ 96.61%
$471.27 - $550.62 $269K - $314K
1.16K $605K
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
5.14K
+ 18.82%
$69.58 - $74.87 $358K - $385K
32.5K $2.27M
DDOG
Datadog, Inc.

Technology
1.11K
+ 20.46%
$113.98 - $168.65 $126K - $187K
6.52K $931K
VGIT
Vanguard Intermediate Term Tre

ETFs
19.6K
+ 5.73%
$57.78 - $60.4 $1.13M - $1.18M
362K $21M
GLDM
World Gold Trust

ETFs
5.99K
+ 15.62%
$50.76 - $55.23 $304K - $331K
44.3K $2.3M
SGOL
Abrdn Gold ETF Trust

ETFs
12.3K
+ 20.99%
$24.46 - $26.62 $302K - $329K
71.2K $1.78M
IEF
Ishares Barclays

ETFs
5.23K
+ 16.04%
$92.08 - $98.18 $481K - $513K
37.8K $3.5M
KMI
Kinder Morgan, Inc.

Energy
2.4K
+ 5.65%
$22.59 - $28.54 $54.2K - $68.5K
44.9K $1.23M
BAC
Bank Of America Corp

Financial Services
1.6K
+ 3.26%
$39.22 - $47.77 $62.7K - $76.4K
50.7K $2.23M
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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