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
RIOT
Riot Blockchain, Inc.

Technology
5.69K
+ 7.2%
$7.08 - $14.97 $40.3K - $85.2K
84.7K $864K
HON
Honeywell International Inc

Industrials
700
+ 11.19%
$202.84 - $236.0 $142K - $165K
6.96K $1.57M
TJX
Tjx Companies Inc

Consumer Cyclical
1.03K
+ 2.24%
$112.15 - $127.2 $116K - $131K
47K $5.68M
NOBL
Proshares S&P 500 Dividend Ari

ETFs
5.91K
+ 13.41%
$99.2 - $108.47 $586K - $641K
50K $4.97M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
2.67K
+ 11.6%
$113.92 - $127.38 $304K - $340K
25.7K $2.96M
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
61.2K
+ 134.86%
$22.63 - $47.53 $1.38M - $2.91M
107K $2.42M
FRDM
Ea Ser Tr Freedom 100 Emerging

ETFs
13.7K
+ 22.45%
$32.68 - $36.28 $446K - $495K
74.5K $2.43M
LMBS
First Tr ETF Fd Iv First Tr Lo

ETFs
8.89K
+ 3.64%
$48.48 - $49.47 $431K - $440K
253K $12.3M
ORLY
O Reilly Automotive Inc

Consumer Cyclical
208
+ 116.85%
$1146.59 - $1270.6 $238K - $264K
386 $457K
WM
Waste Management Inc

Industrials
1.32K
+ 45.49%
$201.79 - $228.46 $266K - $301K
4.21K $849K
AMAT
Applied Materials Inc

Technology
2.9K
+ 50.16%
$161.44 - $213.89 $467K - $619K
8.67K $1.41M
FLIA
Franklin Templeton ETF Tr Libe

ETFs
14.5K
+ 14.88%
$20.11 - $20.99 $292K - $304K
112K $2.27M
SUB
Ishares Short Term National Mu

ETFs
2.3K
+ 100.57%
$104.94 - $106.2 $241K - $244K
4.59K $484K
EMR
Emerson Electric CO

Industrials
1.44K
+ 34.81%
$108.13 - $134.33 $156K - $194K
5.59K $692K
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
3.62K
+ 51.09%
$55.73 - $66.16 $202K - $240K
10.7K $645K
BNDW
Vanguard Scottsdale Fds Vangua

ETFs
3.95K
+ 29.33%
$68.01 - $70.67 $268K - $279K
17.4K $1.19M
CSCO
Cisco Systems, Inc.

Technology
1.39K
+ 5.4%
$52.45 - $60.02 $72.7K - $83.2K
27.1K $1.6M
SRLN
Ssga Active Trust

ETFs
5.64K
+ 11.96%
$41.48 - $42.08 $234K - $237K
52.8K $2.2M
DAL
Delta Air Lines, Inc.

Industrials
3.17K
+ 78.41%
$47.46 - $65.77 $150K - $208K
7.21K $436K
SHOP
Shopify Inc.

Technology
202
+ 2.57%
$78.14 - $119.49 $15.8K - $24.1K
8.06K $856K
XYLD
Global X Fds S&P 500 Covered C

ETFs
5.25K
+ 29.56%
$40.86 - $43.42 $214K - $228K
23K $963K
SDVY
First Tr ETF Vi Smid Cap Risin

ETFs
8.89K
+ 5.05%
$35.45 - $40.33 $315K - $358K
185K $6.63M
RF
Regions Financial Corp

Financial Services
9.37K
+ 74.92%
$22.45 - $27.47 $210K - $257K
21.9K $514K
UNH
Unitedhealth Group Inc

Healthcare
7.96K
+ 16.48%
$485.52 - $625.25 $3.87M - $4.98M
56.3K $28.5M
SCHJ
Schwab Strategic Tr 1 5 Yr C

ETFs
46.6K
+ 126.39%
$24.31 - $49.53 $1.13M - $2.31M
83.4K $2.03M
VONG
Vanguard Russell 1000 Growth E

ETFs
1.76K
+ 53.65%
$95.27 - $107.82 $168K - $190K
5.05K $521K
VO
Vanguard Mid Cap ETF

ETFs
754
+ 27.53%
$261.5 - $284.63 $197K - $215K
3.49K $922K
QLD
Proshares Ultra Qqq

ETFs
1.13K
+ 11.19%
$97.85 - $120.25 $111K - $136K
11.2K $1.22M
PM
Philip Morris International Inc.

Consumer Defensive
1.79K
+ 8.68%
$118.38 - $133.06 $212K - $238K
22.4K $2.7M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
9.79K
+ 14.66%
$58.88 - $64.8 $576K - $634K
76.5K $4.51M
LQD
Ishares Iboxx $ Investment Gra

ETFs
2.57K
+ 16.77%
$106.56 - $113.11 $274K - $291K
17.9K $1.91M
PAPR
Innovator U.S. Equity Power Bu

ETFs
1.92K
+ 1.32%
$35.71 - $37.1 $68.5K - $71.2K
147K $5.4M
OGE
Oge Energy Corp.

Utilities
4.33K
+ 41.56%
$39.65 - $44.08 $172K - $191K
14.7K $608K
SPGI
S&P Global Inc.

Financial Services
433
+ 19.43%
$480.36 - $529.17 $208K - $229K
2.66K $1.33M
QYLD
Global X Fdsnasdaq 100 Covered

ETFs
8.97K
+ 21.02%
$17.93 - $18.8 $161K - $169K
51.6K $941K
CYBR
Cyber Ark Software Ltd.

Technology
175
+ 6.41%
$274.1 - $333.15 $48K - $58.3K
2.91K $968K
INTU
Intuit Inc

Technology
264
+ 65.67%
$602.01 - $706.25 $159K - $186K
666 $418K
USB
Us Bancorp \De\

Financial Services
2.99K
+ 24.16%
$43.98 - $53.66 $132K - $161K
15.4K $735K
USFR
Wisdomtree Floating Rate Treas

ETFs
3.21K
+ 64.53%
$50.23 - $50.46 $161K - $162K
8.17K $411K
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
2.55K
+ 21.96%
$53.94 - $58.15 $137K - $148K
14.2K $798K
IFRA
Ishares Tr

ETFs
5.93K
+ 3.52%
$45.94 - $51.71 $273K - $307K
175K $8.08M
CSWC
Capital Southwest Corp

Financial Services
20.1K
+ 24.78%
$20.85 - $25.85 $419K - $520K
101K $2.21M
TQQQ
Proshares Ultrapro Qqq

ETFs
816
+ 5.96%
$69.42 - $93.29 $56.6K - $76.1K
14.5K $1.15M
SIVR
Abrdn Silver ETF Trust

ETFs
10.5K
+ 16.48%
$27.61 - $33.22 $290K - $349K
74.2K $2.05M
IYY
Ishares Tr

ETFs
902
+ 14.44%
$138.14 - $149.13 $125K - $135K
7.15K $1.02M
EMTL
Spdr Doubleline Emerging Marke

ETFs
4.69K
+ 13.15%
$42.03 - $43.34 $197K - $203K
40.4K $1.7M
ESGU
Ishares Trust Ishares Esg Awar

ETFs
1.05K
+ 22.15%
$124.61 - $133.96 $131K - $141K
5.78K $745K
SPTS
Spdr Portfolio Short Term Trea

ETFs
5.94K
+ 9.05%
$28.88 - $29.33 $172K - $174K
71.6K $2.08M
JQUA
J P Morgan ETF Tr U S Quality

ETFs
2.32K
+ 17.19%
$55.86 - $60.21 $130K - $140K
15.8K $906K
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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