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
TXN
Texas Instruments Inc

Technology
723
+ 11.17%
N/A
7.2K $1.4M
PGX
Invesco ETF Tr Ii Pfd ETF

ETFs
15.7K
+ 32.16%
$11.42 - $12.5 $180K - $197K
64.6K $744K
AXON
Axon Enterprise, Inc.

Industrials
56
+ 10.14%
$399.22 - $689.78 $22.4K - $38.6K
608 $361K
PJUL
Innovator U.S. Equity Power Bu

ETFs
2.46K
+ 4.32%
$40.12 - $41.68 $98.6K - $102K
59.3K $2.44M
PHYS
Sprott Physical Gold Trust

Financial Services
7.18K
+ 35.75%
$19.66 - $21.66 $141K - $155K
27.3K $549K
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
6.55K
+ 5.76%
$51.09 - $55.27 $335K - $362K
120K $6.16M
WST
West Pharmaceutical Services Inc

Healthcare
5
+ 0.1%
$285.69 - $344.0 $1.43K - $1.72K
5.01K $1.64M
VB
Vanguard Small Cap ETF

ETFs
525
+ 13.51%
$233.76 - $261.58 $123K - $137K
4.41K $1.06M
OUNZ
Van Eck Merk Gold Trust

ETFs
5.53K
+ 20.82%
$24.72 - $26.9 $137K - $149K
32.1K $812K
QQH
Northern Lts Fd Tr Iii Hcm Def

ETFs
230
+ 0.76%
$61.63 - $71.89 $14.2K - $16.5K
30.7K $2.06M
ALL
Allstate Corp

Financial Services
51
+ 0.13%
$181.25 - $208.2 $9.24K - $10.6K
38.7K $7.46M
VOOG
Vanguard S&P 500 Growth ETF

ETFs
273
+ 17.08%
$340.59 - $380.5 $93K - $104K
1.87K $684K
OKE
Oneok Inc

Energy
598
+ 7.81%
$92.28 - $117.05 $55.2K - $70K
8.26K $829K
SPG
Simon Property Group Inc

Real Estate
155
+ 0.49%
$167.23 - $183.84 $25.9K - $28.5K
31.6K $5.45M
VIOO
Vanguard S&P Small Cap 600 ETF

ETFs
1.44K
+ 11.94%
$105.45 - $117.99 $152K - $170K
13.5K $1.43M
SFM
Sprouts Farmers Market, Inc.

Consumer Defensive
90
+ 1.37%
$110.69 - $154.48 $9.96K - $13.9K
6.65K $844K
OZ
Belpointe Prep, LLC

Real Estate
1.08K
+ 23.51%
$63.55 - $80.07 $68.4K - $86.2K
5.66K $436K
OHI
Omega Healthcare Investors Inc

Real Estate
4.83K
+ 21.31%
$37.51 - $42.56 $181K - $205K
27.5K $1.04M
UITB
Usaa ETF Tr Core Intermediate

ETFs
3.59K
+ 15.46%
$45.83 - $48.07 $164K - $172K
26.8K $1.23M
CAT
Caterpillar Inc

Industrials
856
+ 12.53%
$360.37 - $416.88 $308K - $357K
7.69K $2.79M
BSCP
Invesco Et Seld Idxd Fd Tr Bul

ETFs
5.46K
+ 17.25%
$20.6 - $20.71 $112K - $113K
37.1K $766K
DUK
Duke Energy Corp

Utilities
2.24K
+ 13.16%
$105.76 - $120.76 $237K - $270K
19.2K $2.07M
DGRO
Ishares Core Dividend Growth E

ETFs
4.86K
+ 3.37%
$60.73 - $64.94 $295K - $316K
149K $9.15M
BUFD
First Tr Exc Trd Fd Viii Ft Cb

ETFs
2.89K
+ 4.69%
$24.94 - $25.74 $72K - $74.3K
64.4K $1.64M
IWD
Ishares Russell 1000 Val ETF

ETFs
630
+ 18.32%
$183.23 - $199.79 $115K - $126K
4.07K $753K
GIS
General Mills Inc

Consumer Defensive
3.96K
+ 26.16%
$62.78 - $74.62 $248K - $295K
19.1K $1.22M
TRV
Travelers Companies, Inc.

Financial Services
349
+ 16.9%
$225.97 - $266.66 $78.9K - $93.1K
2.41K $581K
CCL
Carnival Corp

Consumer Cyclical
791
+ 6.56%
$17.34 - $26.8 $13.7K - $21.2K
12.9K $320K
CALF
Pacer Fds Tr Pacer Us Small Ca

ETFs
7.88K
+ 7.86%
$43.84 - $48.76 $345K - $384K
108K $4.76M
TDY
Teledyne Technologies Inc

Technology
2
+ 0.06%
$436.59 - $489.24 $873 - $978
3.57K $1.66M
USHY
Ishares Tr Broad Usd High Yiel

ETFs
2.76K
+ 31.1%
$36.54 - $37.53 $101K - $104K
11.6K $428K
SCHV
Schwab Strategic Tr Us Large C

ETFs
12K
+ 298.04%
$25.79 - $80.4 $310K - $967K
16.1K $418K
VEEV
Veeva Systems Inc

Healthcare
439
+ 17.5%
$201.81 - $250.45 $88.6K - $110K
2.95K $619K
IHI
Ishares Tr Dow Jones Us Medica

ETFs
1.62K
+ 37.35%
$57.38 - $61.11 $93.2K - $99.2K
5.97K $348K
PRU
Prudential Financial Inc

Financial Services
864
+ 16.5%
$114.59 - $129.52 $99K - $112K
6.1K $722K
HEFA
Ishares Currency Hedged Msci E

ETFs
4.04K
+ 5.24%
$34.42 - $35.88 $139K - $145K
81K $2.82M
VIS
Vanguard Industrial ETF

ETFs
629
+ 5.08%
$254.39 - $279.7 $160K - $176K
13K $3.31M
BMY
Bristol Myers Squibb CO

Healthcare
265
+ 1.76%
$51.92 - $59.94 $13.8K - $15.9K
15.4K $868K
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
5.34K
+ 11.77%
$99.04 - $109.59 $529K - $585K
50.7K $5.05M
DFUS
Dimensional ETF Tr U S Equity

ETFs
1.13K
+ 24.24%
$61.52 - $66.5 $69.2K - $74.8K
5.77K $367K
ADI
Analog Devices Inc

Technology
537
+ 26.58%
$206.35 - $236.48 $111K - $127K
2.56K $543K
TMO
Thermo Fisher Scientific Inc.

Healthcare
368
+ 32.14%
$501.29 - $612.85 $184K - $226K
1.51K $787K
MSI
Motorola Solutions, Inc.

Technology
142
+ 14.72%
$449.08 - $504.6 $63.8K - $71.7K
1.11K $511K
VDE
Vanguard Energy ETF

ETFs
960
+ 2.89%
$116.67 - $136.78 $112K - $131K
34.2K $4.15M
TIP
Ishares Tr Tips Bd ETF

ETFs
1.03K
+ 12.48%
$106.33 - $110.69 $109K - $114K
9.26K $986K
DHR
Danaher Corp

Healthcare
684
+ 41.78%
$226.16 - $274.52 $155K - $188K
2.32K $532K
SYK
Stryker Corp

Healthcare
214
+ 12.21%
$345.14 - $392.15 $73.9K - $83.9K
1.97K $708K
IP
International Paper CO

Consumer Cyclical
616
+ 7.32%
$46.64 - $59.57 $28.7K - $36.7K
9.04K $486K
DFIC
Dimensional ETF Tr Dimensional

ETFs
7.51K
+ 14.27%
$25.61 - $28.0 $192K - $210K
60.1K $1.55M
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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