Foundations Investment Advisors, LLC New Holdings in Q4 2024

Foundations Investment Advisors, LLC

  • $4.87 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
UUP
Invesco Db Us Dollar Index Bullish Fund

ETFs
644K
New
$28.3 - $30.67 $18.2M - $19.8M
644K $18.9M
MDYV
Spdr S&P 400 Mid Cap Value ETF

ETFs
141K
New
$78.43 - $87.17 $11M - $12.3M
141K $11.3M
APO
Apollo Global Management, Inc.

Financial Services
51.6K
New
$131.36 - $178.61 $6.78M - $9.22M
51.6K $8.53M
ARQQW
Arqit Quantum Inc Wt Exp 11/02
933K
New
$0.07 - $4.13 $65.3K - $3.85M
933K $2.49M
ONEQ
Fidelity Nasdaq Composite Inde

ETFs
32.5K
New
$70.54 - $79.61 $2.29M - $2.59M
32.5K $2.47M
VBR
Vanguard Small Cap Value ETF

ETFs
11.6K
New
$197.36 - $217.3 $2.3M - $2.53M
11.6K $2.31M
MGV
Vanguard Mega Cap Value

ETFs
18.4K
New
$124.06 - $133.48 $2.28M - $2.46M
18.4K $2.3M
AVLV
American Centy ETF Tr Avantis
31.2K
New
$65.51 - $71.22 $2.04M - $2.22M
31.2K $2.08M
JMOM
J P Morgan ETF Tr U S Momentum

ETFs
34.5K
New
$56.7 - $62.15 $1.95M - $2.14M
34.5K $2.01M
NET
Cloudflare, Inc.

Technology
17.3K
New
$78.11 - $117.56 $1.35M - $2.03M
17.3K $1.86M
STIP
Ishares Barclays 0 5 Year Tips

ETFs
10.1K
New
$100.24 - $101.35 $1.01M - $1.02M
10.1K $1.01M
GME
Game Stop Corp.

Consumer Cyclical
28K
New
$20.5 - $32.99 $574K - $924K
28K $877K
IYC
Ishares U.S. Consumer Discreti

ETFs
7.57K
New
$85.96 - $101.28 $650K - $766K
7.57K $727K
XSW
Spdr S&P Software & Services E

ETFs
3.7K
New
$156.76 - $204.72 $581K - $758K
3.7K $699K
XITK
Spdr Ser Tr Factset Innovative

ETFs
3.93K
New
$151.89 - $190.48 $596K - $748K
3.93K $684K
VNLA
Janus Henderson Short Duration

ETFs
13.6K
New
$48.82 - $49.11 $663K - $667K
13.6K $664K
TFLO
Ishares Treasury Floating Rate

ETFs
13K
New
$50.37 - $50.63 $654K - $658K
13K $655K
AGGY
Wisdomtree Yield Enhanced U.S.

ETFs
14.5K
New
$42.79 - $44.9 $621K - $651K
14.5K $622K
SPIP
Spdr Ser Tr Spdr Portfolio Tip

ETFs
21.9K
New
$25.25 - $26.34 $553K - $576K
21.9K $553K
ICSH
Blackrock Ultra Short Term Bon

ETFs
10.9K
New
$50.35 - $50.69 $547K - $550K
10.9K $547K
BSCT
Invesco Index Fd Tr Bulletshar

ETFs
29.7K
New
$18.28 - $18.87 $542K - $560K
29.7K $543K
HYLS
First Tr Tactical High Yield L

ETFs
12.9K
New
$41.29 - $42.03 $535K - $544K
12.9K $535K
SCHB
Schwab Strategic Tr Us Broad M

ETFs
18.3K
New
$22.01 - $66.82 $402K - $1.22M
18.3K $414K
BNOV
Innovator U.S. Equity Buffer E

ETFs
10.5K
New
$38.08 - $39.98 $401K - $421K
10.5K $413K
BUFQ
First Tr Ex Tr Fd Viii Ft Cboe

ETFs
12.8K
New
$30.04 - $32.01 $383K - $409K
12.8K $401K
SPXS
Direxion Shs ETF Tr Daily S&P

ETFs
59.7K
New
$5.71 - $6.89 $341K - $411K
59.7K $375K
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
3.54K
New
$100.22 - $100.73 $354K - $356K
3.54K $354K
FDMO
Fidelity Covington Tr Momentum

ETFs
5.05K
New
$65.49 - $73.33 $331K - $370K
5.05K $351K
MRVL
Marvell Technology, Inc.

Technology
3.07K
New
$70.31 - $124.78 $216K - $383K
3.07K $339K
PULS
Pgim ETF Tr

ETFs
6.49K
New
$49.51 - $49.79 $321K - $323K
6.49K $321K
BSX
Boston Scientific Corp

Healthcare
3.31K
New
$83.62 - $91.5 $277K - $303K
3.31K $295K
TIPX
Spdr Bloomberg 1 10 Year Tips

ETFs
15.4K
New
$18.41 - $18.97 $284K - $292K
15.4K $284K
CAC
Camden National Corp

Financial Services
6.56K
New
$38.75 - $49.57 $254K - $325K
6.56K $280K
GRID
First Tr Nasdaq Clean Edge Sma

ETFs
2.26K
New
$119.34 - $127.78 $270K - $289K
2.26K $270K
VCLT
Vanguard Lg Trm Corp Bd ETF

ETFs
3.61K
New
$74.68 - $81.45 $269K - $294K
3.61K $269K
WAB
Westinghouse Air Brake Technologies Corp

Industrials
1.41K
New
$180.39 - $205.43 $254K - $290K
1.41K $267K
TPIF
Timothy Plan Intl ETF (De)

ETFs
9.71K
New
$26.38 - $28.72 $256K - $279K
9.71K $258K
AIRR
First Tr Vi Rba Amern Indl Ren

ETFs
3.32K
New
$73.49 - $86.09 $244K - $286K
3.32K $255K
YUM
Yum Brands Inc

Consumer Cyclical
1.89K
New
$130.36 - $139.54 $246K - $264K
1.89K $253K
AFRM
Affirm Holdings, Inc.

Technology
4.05K
New
$38.48 - $72.86 $156K - $295K
4.05K $246K
MET
Metlife Inc

Financial Services
2.91K
New
$78.15 - $88.25 $227K - $257K
2.91K $238K
FDVV
Fidelity High Dividend ETF

ETFs
4.77K
New
$49.66 - $52.63 $237K - $251K
4.77K $238K
FQAL
Fidelity Covington Tr Quality

ETFs
3.6K
New
$64.43 - $68.47 $232K - $247K
3.6K $235K
SPMB
Spdr Ser Tr Spdr Portfolio Mor

ETFs
10.8K
New
$21.43 - $22.55 $232K - $244K
10.8K $232K
JKHY
Henry Jack & Associates Inc

Technology
1.31K
New
$171.12 - $186.18 $224K - $244K
1.31K $229K
UDEC
Innovator U.S. Equity Ultra Bu

ETFs
6.37K
New
$34.96 - $35.65 $223K - $227K
6.37K $223K
ASIX
Advan Six Inc.

Basic Materials
7.82K
New
$27.85 - $32.87 $218K - $257K
7.82K $222K
UCTT
Ultra Clean Holdings, Inc.

Technology
6.16K
New
$33.45 - $40.93 $206K - $252K
6.16K $221K
SKX
Skechers Usa Inc

Consumer Cyclical
3.29K
New
$59.24 - $72.0 $195K - $237K
3.29K $221K
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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