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
BA
Boeing CO

Industrials
165
+ 1.41%
$148.15 - $186.25 $24.4K - $30.7K
11.9K $2.02M
CCL
Carnival Corp

Consumer Cyclical
1.06K
+ 8.25%
$19.08 - $28.49 $20.2K - $30.2K
13.9K $271K
SSB
South State Corp

Financial Services
3
+ 0.04%
$89.4 - $108.33 $268 - $325
7.51K $696K
KKR
Kkr & Co. Inc.

Financial Services
142
+ 6.59%
$108.17 - $167.07 $15.4K - $23.7K
2.3K $265K
ATOM
Atomera Inc

Technology
5K
+ 50.0%
$4.0 - $16.55 $20K - $82.8K
15K $60K
GME
Game Stop Corp.

Consumer Cyclical
8.73K
+ 31.15%
$21.73 - $33.37 $190K - $291K
36.7K $819K
XLSR
Ssga Active Tr Spdr Ssga Us Se

ETFs
8.35K
+ 4.61%
$49.85 - $56.22 $416K - $469K
190K $9.63M
ASML
Asml Holding Nv

Technology
1.12K
+ 4.25%
$662.63 - $776.99 $742K - $870K
27.4K $18.2M
NOW
Service Now, Inc.

Technology
119
+ 20.2%
$783.83 - $1170.39 $93.3K - $139K
708 $563K
ODFL
Old Dominion Freight Line, Inc.

Industrials
45
+ 0.51%
$161.13 - $209.29 $7.25K - $9.42K
8.91K $1.47M
DAL
Delta Air Lines, Inc.

Industrials
435
+ 6.03%
$43.6 - $69.06 $19K - $30K
7.65K $333K
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
446
+ 0.93%
$64.88 - $72.1 $28.9K - $32.2K
48.5K $3.19M
TGT
Target Corp

Consumer Defensive
61
+ 1.39%
$103.65 - $142.5 $6.32K - $8.69K
4.46K $465K
ARDC
Ares Dynamic Credit Allocation Fund, Inc.

Financial Services
14.1K
+ 3.58%
$14.1 - $15.62 $199K - $221K
409K $5.77M
IYW
Ishares Dj Us Tech ETF

ETFs
32.8K
+ 12.93%
$140.44 - $166.79 $4.6M - $5.46M
286K $40.2M
RIOT
Riot Blockchain, Inc.

Technology
499
+ 0.59%
$7.12 - $13.54 $3.55K - $6.76K
85.2K $606K
AVUS
American Centy ETF Tr Avantis

ETFs
3K
+ 2.41%
$90.7 - $101.57 $272K - $305K
127K $11.8M
VFQY
Vanguard Wellington Fd U S Qua

ETFs
3.46K
+ 3.07%
$131.8 - $147.86 $457K - $512K
116K $15.5M
MDYG
Spdr S&P 400 Mid Cap Growth Et

ETFs
7.34K
+ 5.5%
$77.91 - $92.26 $572K - $677K
141K $11.2M
SDVY
First Tr ETF Vi Smid Cap Risin

ETFs
306
+ 0.17%
$32.49 - $37.99 $9.94K - $11.6K
185K $6.21M
SRE
Sempra Energy

Utilities
13.7K
+ 15.8%
$67.85 - $87.67 $926K - $1.2M
100K $7.14M
WST
West Pharmaceutical Services Inc

Healthcare
34
+ 0.68%
$199.11 - $347.87 $6.77K - $11.8K
5.04K $1.13M
COIN
Coinbase Global, Inc.

Technology
2.44K
+ 17.92%
$172.23 - $301.3 $420K - $735K
16.1K $2.76M
ORCL
Oracle Corp

Technology
26.3K
+ 15.97%
$139.81 - $186.47 $3.68M - $4.9M
191K $26.7M
AVSC
American Centy ETF Tr Avantis
4.77K
+ 2.87%
$48.08 - $56.12 $229K - $268K
171K $8.28M
CHDN
Churchill Downs Inc

Consumer Cyclical
138
+ 0.31%
$106.5 - $132.91 $14.7K - $18.3K
44.3K $4.92M
AESR
Two Rds Shared Tranfield Us Eq

ETFs
168K
+ 3.39%
$16.08 - $18.37 $2.71M - $3.09M
5.13M $84.6M
GBTC
Grayscale Bitcoin Trust (Btc)

ETFs
621
+ 0.43%
$62.43 - $84.12 $38.8K - $52.2K
144K $9.41M
AMZN
Amazon Com Inc

Consumer Cyclical
24.6K
+ 11.57%
$190.26 - $242.06 $4.68M - $5.95M
237K $45.1M
NVDA
Nvidia Corp

Technology
126K
+ 21.29%
$106.98 - $149.43 $13.4M - $18.8M
715K $77.5M
AVGO
Broadcom Inc.

Technology
468
+ 1.26%
$167.43 - $244.7 $78.4K - $115K
37.8K $6.32M
TSLA
Tesla, Inc.

Consumer Cyclical
2.59K
+ 7.18%
$222.15 - $428.22 $576K - $1.11M
38.7K $10M
GOOGL
Alphabet Inc.

Communication Services
10.4K
+ 5.67%
$154.33 - $206.19 $1.6M - $2.14M
194K $29.9M
AAPL
Apple Inc.

Technology
8.04K
+ 2.21%
$209.68 - $247.1 $1.68M - $1.99M
371K $82.4M
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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