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
SPBO
Spdr Ser Tr Spdr Portfolio Cor

ETFs
5.63K
+ 10.45%
$28.27 - $29.28 $159K - $165K
59.5K $1.73M
GBDC
Golub Capital Bdc, Inc.

Financial Services
12.1K
+ 74.27%
$14.46 - $15.96 $175K - $193K
28.3K $429K
SPTL
Spdr Portfolio Long Term Treas

ETFs
5.11K
+ 12.35%
$25.54 - $27.64 $131K - $141K
46.5K $1.27M
OHI
Omega Healthcare Investors Inc

Real Estate
4.57K
+ 16.64%
$35.7 - $38.33 $163K - $175K
32K $1.22M
ICSH
Blackrock Ultra Short Term Bon

ETFs
3.49K
+ 32.17%
$50.44 - $50.7 $176K - $177K
14.3K $727K
ZS
Zscaler, Inc.

Technology
311
+ 4.96%
$181.66 - $216.87 $56.5K - $67.4K
6.59K $1.31M
CSWC
Capital Southwest Corp

Financial Services
5.44K
+ 5.37%
$21.69 - $23.81 $118K - $129K
107K $2.38M
IRM
Iron Mountain Inc

Real Estate
3.91K
+ 45.38%
$82.79 - $111.31 $323K - $435K
12.5K $1.08M
IEFA
Ishares Tr

ETFs
1.22K
+ 9.33%
$69.57 - $78.65 $84.5K - $95.6K
14.2K $1.08M
SCHJ
Schwab Strategic Tr 1 5 Yr C

ETFs
5.47K
+ 6.56%
$24.29 - $24.65 $133K - $135K
88.9K $2.19M
MDYV
Spdr S&P 400 Mid Cap Value ETF

ETFs
7.76K
+ 5.52%
$75.47 - $84.24 $586K - $654K
148K $11.4M
NET
Cloudflare, Inc.

Technology
574
+ 3.32%
$110.71 - $176.5 $63.5K - $101K
17.9K $2.01M
FLIA
Franklin Templeton ETF Tr Libe

ETFs
7.75K
+ 6.92%
$20.04 - $20.39 $155K - $158K
120K $2.42M
APO
Apollo Global Management, Inc.

Financial Services
11.7K
+ 22.72%
$126.01 - $172.06 $1.48M - $2.02M
63.4K $8.68M
BIZD
Vaneck Vectors ETF Tr Bdc Inco

ETFs
6.23K
+ 1.83%
$16.18 - $17.82 $101K - $111K
347K $5.81M
BNDX
Vanguard Total International B

ETFs
3.13K
+ 14.87%
$48.33 - $49.5 $151K - $155K
24.2K $1.18M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
3.01K
+ 4.43%
$18.36 - $20.51 $55.3K - $61.7K
70.9K $1.4M
TMUS
T Mobile Us, Inc.

Communication Services
74
+ 2.72%
$211.3 - $272.83 $15.6K - $20.2K
2.79K $744K
VRTX
Vertex Pharmaceuticals Inc

Healthcare
149
+ 17.65%
$402.49 - $513.76 $60K - $76.6K
993 $481K
FIS
Fidelity National Information Services, Inc.

Technology
2.17K
+ 55.46%
$68.12 - $83.42 $147K - $181K
6.07K $453K
TRV
Travelers Companies, Inc.

Financial Services
294
+ 12.18%
$232.43 - $265.13 $68.3K - $77.9K
2.71K $716K
AVUV
American Centy ETF Tr Avantis

ETFs
1.9K
+ 60.4%
$84.95 - $100.62 $161K - $191K
5.04K $438K
PMAR
Innovator U.S. Equity Power Bu

ETFs
3.55K
+ 11.02%
$39.51 - $41.0 $140K - $146K
35.8K $1.43M
VB
Vanguard Small Cap ETF

ETFs
962
+ 21.81%
$217.89 - $252.64 $210K - $243K
5.37K $1.19M
XYL
Xylem Inc.

Industrials
987
+ 24.43%
$114.02 - $132.04 $113K - $130K
5.03K $600K
COP
Conocophillips

Energy
510
+ 3.81%
$88.6 - $105.85 $45.2K - $54K
13.9K $1.46M
CAT
Caterpillar Inc

Industrials
1.16K
+ 15.05%
$326.75 - $407.63 $378K - $472K
8.84K $2.92M
TDY
Teledyne Technologies Inc

Technology
9
+ 0.25%
$455.51 - $518.84 $4.1K - $4.67K
3.58K $1.78M
SCHQ
Schwab Strategic Tr Long Term

ETFs
2.55K
+ 8.28%
$30.72 - $33.22 $78.4K - $84.8K
33.4K $1.09M
LQDH
Ishares U S ETF Tr Int Rate He

ETFs
1.65K
+ 2.71%
$92.03 - $93.95 $152K - $155K
62.7K $5.78M
AVLV
American Centy ETF Tr Avantis
2.65K
+ 8.49%
$63.51 - $70.42 $168K - $186K
33.8K $2.21M
BSJP
Invesco Et Sf Idxd Fd Tr Bulle

ETFs
5.33K
+ 7.84%
$23.03 - $23.17 $123K - $123K
73.3K $1.69M
NOC
Northrop Grumman Corp

Industrials
97
+ 6.05%
$433.45 - $513.82 $42K - $49.8K
1.7K $870K
VAW
Vanguard Materials ETF

ETFs
525
+ 3.27%
$185.71 - $202.46 $97.5K - $106K
16.6K $3.13M
UCTT
Ultra Clean Holdings, Inc.

Technology
9.45K
+ 153.35%
$21.41 - $39.15 $202K - $370K
15.6K $334K
IDA
Idacorp Inc

Utilities
672
+ 14.45%
$105.58 - $119.04 $70.9K - $80K
5.32K $618K
PSX
Phillips 66

Energy
516
+ 10.98%
$113.93 - $131.55 $58.8K - $67.9K
5.22K $644K
IWB
Ishares Tr Russell 1000 ETF

ETFs
569
+ 13.22%
$302.31 - $337.54 $172K - $192K
4.87K $1.5M
ORLY
O Reilly Automotive Inc

Consumer Cyclical
9
+ 2.33%
$1187.71 - $1432.58 $10.7K - $12.9K
395 $565K
THG
Hanover Insurance Group, Inc.

Financial Services
1
+ 0.02%
$147.13 - $174.61 $147 - $175
5.43K $945K
JBBB
Janus Detroit Str Tr Henderson

ETFs
3.29K
+ 2.9%
$48.34 - $49.66 $159K - $163K
117K $5.69M
EQWL
Invesco Exchange Traded Fd Tr

ETFs
965
+ 13.91%
$100.56 - $108.28 $97K - $104K
7.9K $814K
VBR
Vanguard Small Cap Value ETF

ETFs
1.3K
+ 11.13%
$183.02 - $207.75 $237K - $269K
12.9K $2.41M
FLBL
Franklin Templeton ETF Tr Libe

ETFs
6.05K
+ 2.59%
$23.9 - $24.43 $145K - $148K
240K $5.77M
OKE
Oneok Inc

Energy
1.09K
+ 13.16%
$89.57 - $109.85 $97.4K - $119K
9.35K $927K
O
Realty Income Corp

Real Estate
1.03K
+ 12.46%
$51.67 - $58.49 $53.3K - $60.3K
9.31K $539K
COKE
Coca Cola Consolidated, Inc.

Consumer Defensive
60
+ 34.68%
$1227.6 - $1458.46 $73.7K - $87.5K
233 $314K
SYK
Stryker Corp

Healthcare
195
+ 9.91%
$355.18 - $399.9 $69.3K - $78K
2.16K $804K
OGE
Oge Energy Corp.

Utilities
593
+ 4.02%
$39.76 - $46.32 $23.6K - $27.5K
15.3K $704K
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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