Foundations Investment Advisors, LLC New Holdings in Q1 2025

Foundations Investment Advisors, LLC

  • $5.1 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
VOX
Vanguard Communication Service

ETFs
385K
New
$147.73 - $169.24 $56.8M - $65.1M
385K $57.1M
IYG
Ishares Tr

ETFs
485K
New
$74.6 - $84.81 $36.2M - $41.1M
485K $38.1M
ARKW
Ark Next Generation Internet E

ETFs
381K
New
$91.59 - $125.64 $34.9M - $47.8M
381K $36M
VCR
Vanguard Consumer Discretionar

ETFs
74.3K
New
$318.51 - $391.75 $23.7M - $29.1M
74.3K $24.2M
SMLF
Ishares Msci Usa Small Cap Mul

ETFs
256K
New
$60.91 - $71.4 $15.6M - $18.3M
256K $15.9M
HOOD
Robinhood Markets, Inc.

Technology
378K
New
$35.63 - $65.28 $13.5M - $24.7M
378K $15.7M
CIEN
Ciena Corp

Technology
215K
New
$60.43 - $98.18 $13M - $21.1M
215K $13M
KBWB
Invesco ETF Tr Ii Kbw Bank ETF

ETFs
195K
New
$60.05 - $72.21 $11.7M - $14.1M
195K $12.3M
LGLV
Spdr Ssga Us Large Cap Low Vol

ETFs
64.2K
New
$162.48 - $175.37 $10.4M - $11.3M
64.2K $11.2M
EFAV
Ishares Msci Eafe Min Vol Fact

ETFs
134K
New
$69.81 - $78.9 $9.34M - $10.6M
134K $10.4M
FSTA
Fidelity Covington Tr Msci Con

ETFs
90.4K
New
$48.3 - $52.85 $4.36M - $4.78M
90.4K $4.62M
QBTS
D Wave Quantum Inc.

Technology
370K
New
$3.83 - $11.18 $1.42M - $4.14M
370K $2.81M
APP
App Lovin Corp

Technology
6.74K
New
$238.08 - $510.13 $1.6M - $3.44M
6.74K $1.79M
FTEC
Fidelity Covington Tr Msci Inf

ETFs
6.99K
New
$161.27 - $192.3 $1.13M - $1.34M
6.99K $1.13M
ILF
Ishares Latin America 40 ETF

ETFs
46.2K
New
$20.87 - $24.43 $965K - $1.13M
46.2K $1.09M
RKLB
Rocket Lab Usa, Inc.

Industrials
54.4K
New
$17.12 - $31.57 $932K - $1.72M
54.4K $973K
DSI
Ishares Msci Kld 400 Social Et

ETFs
9.28K
New
$101.98 - $115.66 $946K - $1.07M
9.28K $950K
STPZ
Pimco ETF Tr 1 5 Yr Us Tips In

ETFs
17.5K
New
$52.31 - $54.02 $915K - $945K
17.5K $945K
PTNQ
Pacer Fds Tr Trendpliot 100 Et

ETFs
12.7K
New
$70.83 - $76.62 $900K - $974K
12.7K $902K
IOT
Samsara Inc.

Technology
23.1K
New
$34.06 - $60.96 $788K - $1.41M
23.1K $886K
LDOS
Leidos Holdings, Inc.

Technology
6.4K
New
$126.82 - $161.11 $811K - $1.03M
6.4K $863K
QEFA
Spdr Index Shs Fds Msci Eafe S

ETFs
11.1K
New
N/A
11.1K $830K
QGRO
American Centy ETF Tr Stoxx Us

ETFs
8.2K
New
$91.68 - $109.93 $752K - $901K
8.2K $767K
ALTL
Pacer Lunt Large Cap Altenator

Technology
17.7K
New
$33.5 - $39.69 $593K - $702K
17.7K $615K
FITB
Fifth Third Bancorp

Financial Services
14.8K
New
$37.48 - $44.96 $556K - $666K
14.8K $581K
EWH
Ishares Msci Hong Kong ETF

ETFs
30K
New
$15.8 - $18.39 $475K - $552K
30K $525K
EWJ
Ishares Msci Japan ETF

ETFs
7.62K
New
$65.24 - $71.7 $497K - $546K
7.62K $522K
EWG
Ishares Msci Germany ETF

ETFs
13.9K
New
$31.57 - $39.31 $440K - $547K
13.9K $516K
DFSD
Dimensional ETF Tr Short Durat

ETFs
10.8K
New
$46.74 - $47.55 $505K - $514K
10.8K $513K
EWS
Ishares Inc Msci Singapore ETF

ETFs
21.5K
New
$21.65 - $24.17 $466K - $520K
21.5K $511K
SAIC
Science Applications International Corp

Technology
4.41K
New
$95.77 - $119.82 $423K - $529K
4.41K $495K
EWN
Ishares Msci Netherlnds ETF

ETFs
10.5K
New
$44.27 - $49.49 $464K - $519K
10.5K $489K
CXSE
Wisdomtree Tr China Ex State O

ETFs
14.2K
New
$27.92 - $36.23 $398K - $516K
14.2K $484K
EWT
Ishares Inc Msci Taiwan ETF

ETFs
9.72K
New
$47.48 - $53.82 $462K - $523K
9.72K $461K
XSD
Spdr Tr Ser Spdr S&P Semicondu

ETFs
2.3K
New
$200.77 - $270.08 $462K - $621K
2.3K $461K
CELH
Celsius Holdings, Inc.

Consumer Defensive
12.3K
New
$21.28 - $35.62 $262K - $439K
12.3K $439K
PALC
Pacer Fds Tr Lunt Large Cap Mu

Technology
9.07K
New
$46.71 - $52.3 $424K - $474K
9.07K $434K
XNTK
Spdr Series Trust Spdr Nyse Te

ETFs
2.25K
New
$191.06 - $228.87 $431K - $516K
2.25K $432K
FNDX
Schwab Fundamental U S Large C

ETFs
18.2K
New
$23.03 - $25.01 $420K - $456K
18.2K $430K
CNI
Canadian National Railway CO

Industrials
4.01K
New
$95.46 - $106.79 $383K - $428K
4.01K $390K
FDG
American Centy ETF Tr Focused

ETFs
3.98K
New
$89.22 - $109.96 $355K - $437K
3.98K $361K
CMS
Cms Energy Corp

Utilities
4.69K
New
$64.99 - $75.11 $305K - $352K
4.69K $352K
PINS
Pinterest, Inc.

Communication Services
11.2K
New
$29.79 - $40.0 $332K - $446K
11.2K $345K
SNY
Sanofi

Healthcare
6.11K
New
$48.15 - $59.42 $294K - $363K
6.11K $339K
SPMO
Invesco ETF Tr Ii S&P 500 Mome

ETFs
3.66K
New
$91.76 - $103.26 $336K - $378K
3.66K $338K
HEDJ
Wisdomtree Europe Hedged Equit

ETFs
7.11K
New
$43.6 - $49.84 $310K - $354K
7.11K $337K
EME
Emcor Group, Inc.

Industrials
892
New
$361.16 - $535.99 $322K - $478K
892 $329K
TTWO
Take Two Interactive Software Inc

Communication Services
1.42K
New
$178.61 - $217.95 $254K - $310K
1.42K $294K
GRMN
Garmin LTD

Technology
1.36K
New
$204.55 - $241.93 $278K - $328K
1.36K $294K
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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