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
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
39.1K
+ 135.78%
$18.41 - $40.87 $720K - $1.6M
67.9K $1.26M
KO
Coca Cola CO

Consumer Defensive
9.52K
+ 17.54%
$61.74 - $71.71 $588K - $682K
63.8K $3.97M
LMT
Lockheed Martin Corp

Industrials
3.73K
+ 21.05%
$479.66 - $614.62 $1.79M - $2.29M
21.4K $10.4M
MAR
Marriott International Inc

Consumer Cyclical
11
+ 0.55%
$246.06 - $292.59 $2.71K - $3.22K
2.02K $563K
DELL
Dell Technologies Inc.

Technology
653
+ 17.48%
$111.96 - $144.21 $73.1K - $94.2K
4.39K $505K
QTEC
First Trust Nasdaq 100 Technol

ETFs
549
+ 3.98%
$185.87 - $204.12 $102K - $112K
14.3K $2.7M
LGH
Northern Lts Fd Tr Iii Hcm Def

ETFs
378
+ 1.14%
$49.97 - $54.88 $18.9K - $20.7K
33.4K $1.74M
IRT
Independence Realty Trust, Inc.

Real Estate
3.48K
+ 26.14%
$18.78 - $22.01 $65.4K - $76.6K
16.8K $333K
COF
Capital One Financial Corp

Financial Services
13
+ 0.64%
$145.19 - $192.01 $1.89K - $2.5K
2.04K $363K
MTB
M&T Bank Corp

Financial Services
183
+ 8.44%
$172.48 - $221.95 $31.6K - $40.6K
2.35K $441K
SCHQ
Schwab Strategic Tr Long Term

ETFs
4.64K
+ 17.73%
$31.33 - $35.13 $145K - $163K
30.8K $968K
PNC
Pnc Financial Services Group, Inc.

Financial Services
198
+ 12.82%
$178.39 - $215.0 $35.3K - $42.6K
1.74K $335K
IXC
Ishares Tr Global Energy ETF

ETFs
1.65K
+ 29.11%
$36.95 - $43.06 $60.8K - $70.9K
7.3K $278K
HBAN
Huntington Bancshares Inc

Financial Services
428
+ 1.53%
$14.18 - $18.2 $6.07K - $7.79K
28.3K $460K
GTO
Invesco Actively Managed ETF T

ETFs
1.35K
+ 17.76%
$46.33 - $48.41 $62.7K - $65.5K
8.97K $416K
PYPL
Pay Pal Holdings, Inc.

Financial Services
188
+ 4.43%
$77.25 - $91.3 $14.5K - $17.2K
4.43K $378K
SYY
Sysco Corp

Consumer Defensive
786
+ 8.48%
$73.63 - $81.77 $57.9K - $64.3K
10.1K $768K
ROIC
Retail Opportunity Investments Corp

Real Estate
1.42K
+ 11.46%
$15.41 - $17.47 $21.9K - $24.8K
13.8K $239K
SPYD
Spdr Portfolio S&P 500 High Di

ETFs
2.1K
+ 10.73%
$43.02 - $47.32 $90.5K - $99.5K
21.7K $938K
KKR
Kkr & Co. Inc.

Financial Services
41
+ 1.94%
$129.87 - $162.87 $5.32K - $6.68K
2.15K $318K
LFT
Lument Finance Trust, Inc.

Real Estate
14.7K
+ 32.24%
$2.38 - $2.76 $35K - $40.6K
60.4K $154K
OMF
One Main Holdings, Inc.

Financial Services
320
+ 7.21%
$45.27 - $57.43 $14.5K - $18.4K
4.76K $248K
RNR
Renaissancere Holdings LTD

Financial Services
222
+ 29.25%
$241.97 - $287.47 $53.7K - $63.8K
981 $244K
CB
Chubb LTD

Financial Services
200
+ 13.78%
$271.57 - $301.89 $54.3K - $60.4K
1.65K $456K
PAUG
Innovator U.S. Equity Power Bu

ETFs
446
+ 1.4%
$37.61 - $38.92 $16.8K - $17.4K
32.3K $1.24M
COP
Conocophillips

Energy
1.13K
+ 9.24%
$95.12 - $114.72 $108K - $130K
13.4K $1.33M
TRP
Tc Energy Corp

Energy
916
+ 11.55%
$44.03 - $50.23 $40.3K - $46K
8.84K $411K
ABT
Abbott Laboratories

Healthcare
358
+ 3.94%
$111.93 - $119.39 $40.1K - $42.7K
9.45K $1.07M
ESPR
Esperion Therapeutics, Inc.

Healthcare
9.87K
+ 48.63%
$1.61 - $3.83 $15.9K - $37.8K
30.2K $66K
FLRN
Spdr Bloomberg Investment Grad

ETFs
1.05K
+ 5.41%
$30.67 - $30.84 $32.3K - $32.5K
20.5K $630K
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
54
+ 5.48%
$563.99 - $620.12 $30.5K - $33.5K
1.04K $591K
IEFA
Ishares Tr

ETFs
1.65K
+ 14.56%
$70.06 - $77.43 $116K - $128K
13K $914K
APD
Air Products & Chemicals, Inc.

Basic Materials
183
+ 5.68%
$285.5 - $335.62 $52.2K - $61.4K
3.4K $986K
BR
Broadridge Financial Solutions, Inc.

Technology
52
+ 3.52%
$209.64 - $236.44 $10.9K - $12.3K
1.53K $345K
CW
Curtiss Wright Corp

Industrials
6
+ 0.62%
$335.08 - $389.49 $2.01K - $2.34K
977 $346K
PH
Parker Hannifin Corp

Industrials
33
+ 2.23%
$621.74 - $709.46 $20.5K - $23.4K
1.52K $963K
BNDX
Vanguard Total International B

ETFs
1.03K
+ 5.12%
$48.91 - $50.61 $50.1K - $51.9K
21K $1.03M
BXSL
Blackstone Secured Lending Fund

Financial Services
73
+ 0.95%
$29.25 - $33.27 $2.14K - $2.43K
7.76K $250K
FTGC
First Trust Global Tactical CO

ETFs
941
+ 10.63%
$23.23 - $24.25 $21.9K - $22.8K
9.79K $234K
AVB
Avalonbay Communities Inc

Real Estate
132
+ 14.19%
$216.28 - $237.81 $28.5K - $31.4K
1.06K $233K
HPQ
Hp Inc

Technology
1.65K
+ 18.21%
$32.46 - $39.3 $53.4K - $64.7K
10.7K $348K
KEY
Keycorp

Financial Services
1.02K
+ 9.33%
$16.21 - $19.97 $16.5K - $20.3K
11.9K $204K
GE
General Electric CO

Industrials
1.47K
+ 14.15%
$159.95 - $194.23 $234K - $285K
11.8K $1.97M
EA
Electronic Arts Inc.

Communication Services
94
+ 6.11%
$140.69 - $167.97 $13.2K - $15.8K
1.63K $238K
SSNC
Ss&C Technologies Holdings Inc

Technology
171
+ 5.56%
$69.93 - $77.36 $12K - $13.2K
3.25K $246K
PWR
Quanta Services, Inc.

Industrials
1
+ 0.1%
$296.05 - $346.6 $296 - $347
957 $302K
K
Kellogg CO

Consumer Defensive
196
+ 3.25%
$80.34 - $81.29 $15.7K - $15.9K
6.24K $504K
ICOW
Pacer Fds Tr Devel Mrkts Intl

ETFs
8.62K
+ 8.95%
$28.89 - $31.63 $249K - $273K
105K $3.06M
WEC
Wec Energy Group, Inc.

Utilities
438
+ 3.73%
$92.94 - $101.82 $40.7K - $44.6K
12.2K $1.15M
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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