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
AXON
Axon Enterprise, Inc.

Industrials
130
+ 21.38%
$496.65 - $710.01 $64.6K - $92.3K
738 $388K
OXY
Occidental Petroleum Corp

Energy
546
+ 5.08%
$45.45 - $52.7 $24.8K - $28.8K
11.3K $557K
PJUN
Innovator U.S. Equity Power Bu

ETFs
835
+ 9.52%
$36.56 - $38.35 $30.5K - $32K
9.61K $355K
USHY
Ishares Tr Broad Usd High Yiel

ETFs
679
+ 5.83%
$36.63 - $37.45 $24.9K - $25.4K
12.3K $453K
BSCS
Invesco ETF Fd Tr Invesco Bull

ETFs
919
+ 3.15%
$20.05 - $20.4 $18.4K - $18.7K
30.1K $612K
HSY
Hershey CO

Consumer Defensive
128
+ 9.1%
$144.74 - $186.36 $18.5K - $23.9K
1.53K $262K
CTRE
Care Trust Reit, Inc.

Real Estate
88
+ 0.77%
$24.93 - $29.13 $2.19K - $2.56K
11.5K $329K
BFC
Bank First Corp

Financial Services
43
+ 0.45%
$93.72 - $106.76 $4.03K - $4.59K
9.64K $970K
VIG
Vanguard Dividend Appreciation

ETFs
109
+ 0.4%
N/A
27.2K $4.96M
ITW
Illinois Tool Works Inc

Industrials
115
+ 7.83%
$244.9 - $274.48 $28.2K - $31.6K
1.58K $392K
FNDA
Schwab Fundamental U S Small C

ETFs
9.2K
+ 9.01%
$26.87 - $30.99 $247K - $285K
111K $3.05M
BSCR
Invesco Et Self Idxd Fd Tr Bul

ETFs
552
+ 1.71%
$19.43 - $19.62 $10.7K - $10.8K
32.8K $642K
PRU
Prudential Financial Inc

Financial Services
493
+ 8.08%
$105.04 - $122.33 $51.8K - $60.3K
6.59K $736K
PWR
Quanta Services, Inc.

Industrials
287
+ 29.99%
$236.71 - $358.03 $67.9K - $103K
1.24K $316K
LHX
L3 Harris Technologies, Inc.

Industrials
71
+ 3.41%
$194.65 - $222.86 $13.8K - $15.8K
2.16K $451K
GOF
Guggenheim Strategic Opportunities Fund

Financial Services
584
+ 5.74%
$15.0 - $15.91 $8.76K - $9.29K
10.8K $167K
CARR
Carrier Global Corp

Industrials
631
+ 10.54%
$62.07 - $70.55 $39.2K - $44.5K
6.62K $419K
BSCQ
Invesco Et Self Idxd Fd Tr Bul

ETFs
480
+ 1.48%
$19.42 - $19.54 $9.32K - $9.38K
32.8K $639K
AQN
Algonquin Power & Utilities Corp.

Utilities
18
+ 0.13%
$4.27 - $5.19 $76.9 - $93.4
13.5K $69K
DON
Wisdomtree Tr U.S. Midcap Divi

ETFs
309
+ 5.8%
$48.02 - $53.02 $14.8K - $16.4K
5.64K $279K
URI
United Rentals, Inc.

Industrials
101
+ 14.11%
$594.17 - $789.56 $60K - $79.7K
817 $512K
VXF
Vanguard Extended Market ETF

ETFs
169
+ 14.36%
$170.36 - $201.04 $28.8K - $34K
1.35K $231K
ESPR
Esperion Therapeutics, Inc.

Healthcare
20K
+ 66.29%
$1.44 - $2.34 $28.8K - $46.8K
50.2K $72K
WBD
Warner Bros. Discovery, Inc.

Communication Services
458
+ 3.24%
$9.47 - $11.46 $4.34K - $5.25K
14.6K $156K
VCLT
Vanguard Lg Trm Corp Bd ETF

ETFs
2
+ 0.06%
$73.11 - $77.43 $146 - $155
3.61K $273K
LFT
Lument Finance Trust, Inc.

Real Estate
99
+ 0.16%
$2.41 - $2.83 $239 - $280
60.5K $157K
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
72
+ 6.93%
$522.96 - $601.18 $37.7K - $43.3K
1.11K $592K
VIS
Vanguard Industrial ETF

ETFs
361
+ 2.78%
$243.63 - $273.99 $88K - $98.9K
13.4K $3.31M
IUSG
Ishares Core S&P U.S Growth Et

ETFs
456
+ 9.87%
$126.86 - $146.45 $57.8K - $66.8K
5.07K $644K
PNC
Pnc Financial Services Group, Inc.

Financial Services
171
+ 9.82%
$168.84 - $202.89 $28.9K - $34.7K
1.91K $336K
Two Rds Shared Tr
18.3K
+ 48.35%
N/A
56.2K $0
Two Rds Shared Tr
17.9K
+ 51.46%
N/A
52.7K $0
Two Rds Shared Tr
385K
+ 38.51%
N/A
1.38M $0
Two Rds Shared Tr
110K
+ 41.35%
N/A
377K $0
Brookfield Asset Managmt LTD
3.92K
+ 33.64%
N/A
15.6K $0
Trust For Professional Manag
13.7K
+ 93.03%
N/A
28.4K $0
Vanguard Malvern Fds
3.65K
+ 2.14%
N/A
175K $0
J P Morgan Exchange Traded F
12.1K
+ 43.01%
N/A
40.3K $0
POOL
Pool Corp

Industrials
100
+ 7.09%
$314.92 - $364.31 $31.5K - $36.4K
1.51K $480K
ALCC
Alt C Acquisition Corp.

Financial Services
6.25K
+ 13.46%
N/A
52.7K $0
Proshares Tr
1.92K
+ 37.0%
N/A
7.09K $0
Innovator Etfs Trust
3.46K
+ 2.67%
N/A
133K $0
Ftai Aviation LTD
6
+ 0.23%
N/A
2.58K $0
Hut 8 Corp
264
+ 0.52%
N/A
51K $0
Grayscale Bitcoin Mini Tr Et
548
+ 2.47%
N/A
22.7K $0
Atlanta Braves Hldgs Inc
8.62K
+ 143.54%
N/A
14.6K $0
Ge Vernova Inc
7
+ 0.29%
N/A
2.4K $0
Linde PLC
147
+ 3.26%
N/A
4.66K $0
Blackrock ETF Trust Ii
46.4K
+ 7.81%
N/A
640K $0
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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