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
TPIF
Timothy Plan Intl ETF (De)

ETFs
2.54K
+ 26.12%
$26.06 - $29.44 $66.1K - $74.7K
12.2K $352K
HWM
Howmet Aerospace Inc.

Industrials
264
+ 9.44%
$110.79 - $139.39 $29.2K - $36.8K
3.06K $397K
LEN
Lennar Corp

Consumer Cyclical
1.11K
+ 65.47%
$113.93 - $141.54 $126K - $157K
2.8K $321K
FANG
Diamondback Energy, Inc.

Energy
665
+ 13.45%
$139.9 - $180.18 $93K - $120K
5.61K $896K
AJG
Arthur J. Gallagher & Co.

Financial Services
61
+ 5.79%
$275.89 - $345.24 $16.8K - $21.1K
1.11K $384K
ADP
Automatic Data Processing Inc

Industrials
97
+ 2.23%
$286.85 - $318.64 $27.8K - $30.9K
4.45K $1.36M
OZ
Belpointe Prep, LLC

Real Estate
2.39K
+ 42.16%
$60.5 - $78.04 $144K - $186K
8.05K $518K
PLD
Prologis, Inc.

Real Estate
520
+ 17.39%
$103.59 - $124.04 $53.9K - $64.5K
3.51K $392K
SPIP
Spdr Ser Tr Spdr Portfolio Tip

ETFs
1.94K
+ 8.86%
$25.21 - $26.38 $48.9K - $51.2K
23.8K $628K
VST
Vistra Corp.

Utilities
930
+ 52.6%
$108.49 - $191.89 $101K - $178K
2.7K $316K
YUM
Yum Brands Inc

Consumer Cyclical
165
+ 8.73%
$123.25 - $162.53 $20.3K - $26.8K
2.05K $323K
VFH
Vanguard Financial ETF

ETFs
229
+ 0.76%
$114.07 - $127.34 $26.1K - $29.2K
30.5K $3.65M
UAUG
Innovator U.S. Equity Ultra Bu

ETFs
2.34K
+ 19.81%
$34.28 - $36.43 $80.2K - $85.2K
14.1K $489K
BSX
Boston Scientific Corp

Healthcare
288
+ 8.7%
$89.38 - $106.18 $25.7K - $30.6K
3.6K $363K
CYBR
Cyber Ark Software Ltd.

Technology
158
+ 5.44%
$312.8 - $414.31 $49.4K - $65.5K
3.06K $1.04M
MUST
Columbia ETF Tr I Multi Sector

ETFs
3.53K
+ 15.31%
$20.08 - $20.62 $70.8K - $72.7K
26.5K $534K
IDXX
Idexx Laboratories Inc

Healthcare
148
+ 29.02%
$406.29 - $469.04 $60.1K - $69.4K
658 $276K
BK
Bank Of New York Mellon Corp

Financial Services
40
+ 0.44%
$75.42 - $88.95 $3.02K - $3.56K
9.03K $757K
AEE
Ameren Corp

Utilities
325
+ 11.09%
$86.87 - $103.67 $28.2K - $33.7K
3.26K $326K
PVI
Invesco Vrdo Tax Free ETF

ETFs
2.54K
+ 25.75%
$24.73 - $24.89 $62.9K - $63.3K
12.4K $308K
SEIX
Virtus ETF Tr Ii Seix Sr Ln Et

ETFs
5.87K
+ 2.5%
$23.58 - $24.02 $138K - $141K
240K $5.67M
GD
General Dynamics Corp

Industrials
141
+ 5.9%
$241.94 - $272.58 $34.1K - $38.4K
2.53K $689K
PFEB
Innovator U.S. Equity Power Bu

ETFs
2.25K
+ 9.81%
$35.54 - $37.44 $80.1K - $84.4K
25.2K $902K
SHW
Sherwin Williams CO

Basic Materials
97
+ 4.91%
$330.16 - $365.55 $32K - $35.5K
2.07K $724K
AWK
American Water Works Company, Inc.

Utilities
82
+ 4.99%
$121.01 - $149.31 $9.92K - $12.2K
1.73K $254K
VTR
Ventas, Inc.

Real Estate
109
+ 2.64%
$56.9 - $70.47 $6.2K - $7.68K
4.25K $291K
EFA
Ishares Tr Msci Eafe ETF

ETFs
130
+ 2.18%
$74.85 - $84.89 $9.73K - $11K
6.1K $498K
STLG
Ishares Factors Us Growth Styl

ETFs
901
+ 5.45%
N/A
17.4K $877K
SHEL
Shell PLC

Energy
61
+ 1.53%
$62.84 - $73.29 $3.83K - $4.47K
4.05K $296K
XYLD
Global X Fds S&P 500 Covered C

ETFs
2.56K
+ 11.14%
$39.02 - $42.89 $99.9K - $110K
25.6K $1.01M
KHC
Kraft Heinz CO

Consumer Defensive
1.64K
+ 8.94%
$28.51 - $32.22 $46.8K - $52.9K
20K $608K
BSV
Vanguard Bd Index Fd Inc Short

ETFs
293
+ 1.33%
$76.94 - $78.28 $22.5K - $22.9K
22.3K $1.75M
BSCT
Invesco Index Fd Tr Bulletshar

ETFs
2.02K
+ 6.82%
$18.18 - $18.58 $36.8K - $37.6K
31.7K $587K
CL
Colgate Palmolive CO

Consumer Defensive
384
+ 15.42%
$85.68 - $97.5 $32.9K - $37.4K
2.88K $269K
BSJR
Invesco Indx Tr

ETFs
1.89K
+ 17.97%
$22.4 - $22.69 $42.3K - $42.9K
12.4K $277K
SPGI
S&P Global Inc.

Financial Services
27
+ 1.01%
$478.26 - $543.77 $12.9K - $14.7K
2.69K $1.37M
IWR
Ishares Russell Mid Cap ETF

ETFs
808
+ 9.62%
$82.81 - $92.93 $66.9K - $75.1K
9.2K $782K
ET
Energy Transfer LP

Energy
6.53K
+ 7.89%
$17.26 - $21.08 $113K - $138K
89.3K $1.66M
CTVA
Corteva, Inc.

Basic Materials
134
+ 2.84%
$55.94 - $66.15 $7.5K - $8.86K
4.86K $305K
TAXF
American Centy ETF Tr Diversif

ETFs
800
+ 14.8%
$49.19 - $50.86 $39.4K - $40.7K
6.2K $306K
F
Ford Motor CO

Consumer Cyclical
2.29K
+ 2.49%
$9.12 - $10.43 $20.9K - $23.9K
94.2K $945K
AGNC
Agnc Investment Corp.

Real Estate
3.04K
+ 16.56%
$9.12 - $10.54 $27.7K - $32K
21.4K $204K
HYGH
Ishares U S ETF Tr Int Rate He

ETFs
1.28K
+ 1.9%
$85.06 - $87.69 $109K - $112K
68.3K $5.82M
ZTS
Zoetis Inc.

Healthcare
169
+ 10.61%
$156.48 - $175.67 $26.4K - $29.7K
1.76K $290K
MU
Micron Technology Inc

Technology
138
+ 2.15%
$86.89 - $109.38 $12K - $15.1K
6.56K $570K
MET
Metlife Inc

Financial Services
420
+ 14.43%
$77.7 - $87.0 $32.6K - $36.5K
3.33K $267K
EYLD
Cambria ETF Tr Emerging Shareh

ETFs
754
+ 7.84%
$30.59 - $33.02 $23.1K - $24.9K
10.4K $329K
TTE
Total Energies Se

Energy
404
+ 6.77%
N/A
6.37K $437K
TDG
Trans Digm Group Inc

Industrials
5
+ 2.91%
$1251.32 - $1394.11 $6.26K - $6.97K
177 $244K
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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