Foundations Investment Advisors, LLC Reduced Holdings in Q1 2025

Foundations Investment Advisors, LLC

  • $5.1 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
QQQ
Invesco Qqq Trust, Series 1

ETFs
-81.9K
- 41.77%
$468.34 - $539.52 $38.4M - $44.2M
114K $53.6M
XLK
Technology Sector Spdr

ETFs
-185K
- 67.77%
$206.38 - $242.18 $38.3M - $44.9M
88.2K $18.2M
XLV
Select Sector Spdr Fund Health

ETFs
-331K
- 88.04%
$137.61 - $149.68 $45.5M - $49.5M
44.9K $6.55M
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
-185K
- 97.18%
$211.47 - $267.17 $39.2M - $49.5M
5.38K $1.14M
XLF
Financial Sector Spdr

ETFs
-725K
- 80.76%
$47.32 - $52.19 $34.3M - $37.9M
173K $8.61M
EFG
Msci Eafe Growth ETF

ETFs
-349K
- 39.64%
$96.1 - $106.37 $33.6M - $37.2M
532K $53.2M
SCHA
Schwab Strategic Tr Us Small C

ETFs
-914K
- 96.51%
$23.16 - $27.04 $21.2M - $24.7M
33.1K $774K
ACN
Accenture PLC

Technology
-66.2K
- 96.98%
$300.91 - $398.25 $19.9M - $26.4M
2.06K $644K
XLI
Industrial Sector Spdr

ETFs
-147K
- 82.28%
$128.78 - $141.67 $18.9M - $20.8M
31.7K $4.15M
UUP
Invesco Db Us Dollar Index Bullish Fund

ETFs
-521K
- 80.89%
$28.25 - $29.85 $14.7M - $15.6M
123K $3.51M
XLP
Consumer Staples Sector Spdr

ETFs
-195K
- 96.71%
N/A
6.62K $503K
ADBE
Adobe Inc.

Technology
-32.2K
- 89.47%
$377.84 - $464.11 $12.2M - $15M
3.79K $1.45M
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
-217K
- 27.18%
$53.6 - $58.97 $11.6M - $12.8M
581K $31.8M
VUG
Vanguard Growth ETF

ETFs
-24.9K
- 25.02%
$369.1 - $427.61 $9.18M - $10.6M
74.6K $27.6M
NVO
Novo Nordisk A S

Healthcare
-145K
- 93.67%
$69.3 - $90.95 $10M - $13.2M
9.77K $678K
MGK
Vanguard Mega Cap Growth ETF

ETFs
-33.3K
- 50.24%
$307.43 - $357.48 $10.2M - $11.9M
32.9K $10.2M
MCK
Mckesson Corp

Healthcare
-22.2K
- 90.13%
$566.21 - $672.99 $12.6M - $14.9M
2.43K $1.64M
MSFT
Microsoft Corp

Technology
-9.52K
- 5.57%
$375.39 - $447.2 $3.57M - $4.26M
161K $60.6M
EFV
Msci Eafe Value ETF

ETFs
-356K
- 22.87%
$51.88 - $60.73 $18.4M - $21.6M
1.2M $70.7M
CVX
Chevron Corp

Energy
-82K
- 58.11%
$146.71 - $167.97 $12M - $13.8M
59.1K $9.89M
XOM
Exxon Mobil Corp

Energy
-103K
- 34.46%
$105.44 - $118.93 $10.9M - $12.3M
197K $23.4M
TDSC
Exchange Listed Fds Tr Cabana

ETFs
-424K
- 9.28%
$24.36 - $25.91 $10.3M - $11M
4.15M $103M
XMMO
Invesco Exchange Traded Fd Tr

ETFs
-54.1K
- 24.99%
$110.9 - $132.93 $6M - $7.19M
162K $18.5M
LMT
Lockheed Martin Corp

Industrials
-16.3K
- 75.86%
$423.19 - $506.29 $6.88M - $8.23M
5.17K $2.31M
SPMD
Spdr Portfolio

ETFs
-142K
- 96.96%
$50.21 - $57.73 $7.15M - $8.23M
4.47K $228K
NVS
Novartis Ag

Healthcare
-81.1K
- 91.0%
$97.14 - $115.57 $7.87M - $9.37M
8.01K $893K
IFRA
Ishares Tr

ETFs
-163K
- 93.6%
$44.8 - $49.25 $7.32M - $8.05M
11.2K $503K
FCX
Freeport Mcmoran Inc

Basic Materials
-191K
- 94.68%
$34.5 - $43.01 $6.59M - $8.22M
10.7K $406K
IWM
Ishares Russell 2000 ETF

ETFs
-27.7K
- 45.72%
$198.1 - $229.79 $5.49M - $6.37M
32.9K $6.57M
XLC
Select Sector Spdr Tr Communic

ETFs
-58.7K
- 7.7%
$94.84 - $105.31 $5.57M - $6.18M
703K $67.8M
IWO
Ishares Russell 2000 Gwt ETF

ETFs
-19.1K
- 91.3%
$254.58 - $302.92 $4.87M - $5.8M
1.82K $465K
SSO
Proshares Ultra S&P 500

ETFs
-58.7K
- 85.39%
$80.57 - $100.21 $4.73M - $5.88M
10K $831K
MRK
Merck & Co., Inc.

Healthcare
-48.8K
- 66.79%
$83.01 - $101.02 $4.05M - $4.93M
24.3K $2.18M
CALF
Pacer Fds Tr Pacer Us Small Ca

ETFs
-96.8K
- 89.5%
$36.64 - $45.76 $3.55M - $4.43M
11.4K $425K
CCI
Crown Castle International Corp

Real Estate
-46.7K
- 95.41%
$84.33 - $106.39 $3.94M - $4.97M
2.25K $234K
TDSB
Exchange Listed Fds Tr Cabana

ETFs
-231K
- 8.97%
$21.55 - $22.51 $4.98M - $5.2M
2.35M $52.3M
RDVY
First Trust Rising Dividend Ac

ETFs
-56.2K
- 18.85%
$57.22 - $63.39 $3.21M - $3.56M
242K $14.2M
VHT
Vanguard Health Care ETF

ETFs
-12.3K
- 92.13%
$254.06 - $273.83 $3.12M - $3.36M
1.05K $277K
KR
Kroger CO

Consumer Defensive
-52.8K
- 50.51%
$58.36 - $67.72 $3.08M - $3.58M
51.7K $3.5M
CMI
Cummins Inc

Industrials
-6.91K
- 36.79%
$312.92 - $386.07 $2.16M - $2.67M
11.9K $3.72M
IWY
Ishares Tr Russell 200 Growth

ETFs
-10.2K
- 46.89%
$210.19 - $243.33 $2.15M - $2.49M
11.6K $2.45M
CWB
Spdr Bloomberg Convertible Sec

ETFs
-33.1K
- 78.65%
$75.99 - $81.58 $2.51M - $2.7M
8.98K $687K
IMCG
Ishare Morningstar Mid Cap Gro

ETFs
-32.9K
- 86.44%
$69.69 - $79.99 $2.29M - $2.63M
5.15K $368K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-2.22K
- 4.07%
$507.05 - $563.67 $1.13M - $1.25M
52.3K $26.9M
SPG
Simon Property Group Inc

Real Estate
-13.6K
- 42.95%
$159.48 - $187.78 $2.17M - $2.55M
18K $3M
LOW
Lowes Companies Inc

Consumer Cyclical
-8.82K
- 33.07%
$222.66 - $268.42 $1.96M - $2.37M
17.9K $4.16M
RPHS
Two Rds Shared Tr Regents Pk H

ETFs
-55.2K
- 1.21%
$9.75 - $10.52 $538K - $580K
4.52M $44M
TJX
Tjx Companies Inc

Consumer Cyclical
-18.6K
- 39.57%
$112.81 - $126.16 $2.1M - $2.35M
28.4K $3.46M
FDL
First Tr Morningstar Dividend

ETFs
-55.7K
- 78.68%
$39.69 - $43.83 $2.21M - $2.44M
15.1K $655K
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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