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
ASIX
Advan Six Inc.

Basic Materials
17.3K
+ 221.52%
$22.57 - $32.31 $391K - $559K
25.1K $569K
VDE
Vanguard Energy ETF

ETFs
463
+ 1.35%
$119.14 - $132.76 $55.2K - $61.5K
34.7K $4.5M
EMB
Ishares Tr

ETFs
3.67K
+ 40.18%
$88.64 - $92.03 $325K - $337K
12.8K $1.16M
OSK
Oshkosh Corp

Industrials
3.6K
+ 130.63%
$89.56 - $116.4 $322K - $418K
6.35K $597K
STAG
Stag Industrial, Inc.

Real Estate
8.38K
+ 73.45%
$32.39 - $37.07 $271K - $311K
19.8K $714K
UDEC
Innovator U.S. Equity Ultra Bu

ETFs
9.59K
+ 150.59%
$34.08 - $35.99 $327K - $345K
16K $547K
SPSB
Spdr Portfolio Short Term Corp

ETFs
10.4K
+ 23.07%
$29.82 - $30.1 $309K - $312K
55.3K $1.66M
ABT
Abbott Laboratories

Healthcare
1.01K
+ 10.72%
$111.1 - $140.22 $113K - $142K
10.5K $1.39M
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
12.7K
+ 146.92%
$25.58 - $29.24 $324K - $370K
21.3K $557K
DTD
Wisdomtree Tr U.S Total Divide

ETFs
3.08K
+ 4.27%
$74.87 - $79.99 $230K - $246K
75.2K $5.79M
CAPE
Barclays Bank PLC

ETFs
6.41K
+ 2.3%
$29.41 - $31.62 $189K - $203K
286K $8.68M
EXP
Eagle Materials Inc

Basic Materials
1.5K
+ 173.56%
$207.49 - $262.13 $312K - $394K
2.37K $525K
CI
Cigna Corp

Healthcare
578
+ 25.73%
$274.49 - $329.0 $159K - $190K
2.82K $929K
INCY
Incyte Corp

Healthcare
5.55K
+ 171.65%
$60.0 - $75.26 $333K - $417K
8.78K $531K
MGV
Vanguard Mega Cap Value

ETFs
1.82K
+ 9.9%
$123.61 - $133.01 $225K - $242K
20.2K $2.61M
VIOO
Vanguard S&P Small Cap 600 ETF

ETFs
4.51K
+ 33.36%
$94.32 - $110.46 $426K - $498K
18K $1.74M
ESQ
Esquire Financial Holdings, Inc.

Financial Services
4.19K
+ 152.45%
$70.74 - $89.0 $297K - $373K
6.95K $523K
AINV
Apollo Investment Corp

Financial Services
27.3K
+ 6.84%
N/A
427K $4.75M
BNDW
Vanguard Scottsdale Fds Vangua

ETFs
4.15K
+ 23.82%
$67.41 - $69.37 $279K - $288K
21.5K $1.48M
RE
Everest Re Group LTD

Financial Services
779
+ 117.85%
N/A
1.44K $533K
UBER
Uber Technologies, Inc

Technology
2.65K
+ 35.28%
$63.17 - $81.49 $167K - $216K
10.2K $740K
BND
Vanguard Bd Index Fd Inc Total

ETFs
3.03K
+ 7.42%
$71.17 - $73.66 $216K - $223K
43.8K $3.22M
VRT
Vertiv Holdings CO

Industrials
3.28K
+ 1.77%
N/A
189K $16.4M
BALT
Innovator Etfs Tr
9.17K
+ 4.61%
$31.31 - $31.89 $287K - $292K
208K $6.53M
VPU
Vanguard Utilities ETF

ETFs
478
+ 1.81%
$161.24 - $173.33 $77.1K - $82.9K
26.9K $4.59M
FLRN
Spdr Bloomberg Investment Grad

ETFs
8.37K
+ 40.79%
$30.71 - $30.87 $257K - $258K
28.9K $890K
MAIN
Main Street Capital Corp

Financial Services
5.42K
+ 23.31%
$54.71 - $63.1 $296K - $342K
28.7K $1.62M
MDT
Medtronic PLC

Healthcare
1.18K
+ 7.76%
$79.84 - $94.5 $94.4K - $112K
16.4K $1.47M
AFL
Aflac Inc

Financial Services
1.89K
+ 31.44%
$100.99 - $111.19 $190K - $210K
7.88K $876K
SKX
Skechers Usa Inc

Consumer Cyclical
5.05K
+ 153.37%
$54.98 - $78.24 $278K - $395K
8.34K $473K
PCG
Pg&E Corp

Utilities
17.3K
+ 100.68%
$15.16 - $20.4 $262K - $353K
34.5K $592K
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
5.96K
+ 42.08%
$51.45 - $58.51 $307K - $349K
20.1K $1.04M
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
8.27K
+ 7.76%
$22.46 - $23.26 $186K - $192K
115K $2.66M
MAR
Marriott International Inc

Consumer Cyclical
1.36K
+ 67.19%
$237.01 - $304.45 $322K - $413K
3.38K $804K
PHYS
Sprott Physical Gold Trust

Financial Services
5.3K
+ 19.45%
$20.25 - $24.06 $107K - $128K
32.6K $783K
RSP
Invesco S&P 500 Equal Weight E

ETFs
1.57K
+ 7.15%
$169.43 - $182.84 $266K - $287K
23.5K $4.08M
MOAT
Vaneck Morningstar Wide Moat E

ETFs
2.58K
+ 5.79%
N/A
47.1K $4.04M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
2.63K
+ 23.79%
$77.7 - $78.94 $204K - $207K
13.7K $1.08M
DFIC
Dimensional ETF Tr Dimensional

ETFs
3.67K
+ 6.1%
$25.54 - $28.79 $93.6K - $106K
63.7K $1.77M
CSCO
Cisco Systems, Inc.

Technology
2.39K
+ 8.82%
$58.74 - $64.87 $140K - $155K
29.5K $1.82M
WEC
Wec Energy Group, Inc.

Utilities
261
+ 2.14%
$92.12 - $108.98 $24K - $28.4K
12.5K $1.36M
OUNZ
Van Eck Merk Gold Trust

ETFs
1.7K
+ 5.28%
$25.41 - $30.14 $43.1K - $51.1K
33.8K $1.02M
CRWD
Crowd Strike Holdings, Inc.

Technology
432
+ 8.55%
$308.86 - $455.36 $133K - $197K
5.49K $1.93M
IWD
Ishares Russell 1000 Val ETF

ETFs
1.01K
+ 24.93%
$182.82 - $196.21 $185K - $199K
5.08K $956K
JKHY
Henry Jack & Associates Inc

Technology
1.06K
+ 81.27%
$166.47 - $191.28 $177K - $203K
2.37K $432K
CVS
Cvs Health Corp

Healthcare
279
+ 3.51%
$44.22 - $68.64 $12.3K - $19.2K
8.24K $558K
AVDV
American Centy ETF Tr Avantis

ETFs
380
+ 1.03%
$63.74 - $71.96 $24.2K - $27.3K
37.2K $2.59M
WELL
Welltower Inc.

Real Estate
381
+ 7.52%
$124.05 - $156.86 $47.3K - $59.8K
5.45K $834K
SFM
Sprouts Farmers Market, Inc.

Consumer Defensive
107
+ 1.61%
$132.75 - $177.12 $14.2K - $19K
6.76K $1.03M
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
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