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
EMGF
Ishares Msci Emerging Markets

ETFs
-52.1K
- 28.37%
$44.18 - $48.23 $2.3M - $2.51M
132K $6.15M
AMD
Advanced Micro Devices Inc

Technology
-13.9K
- 52.94%
$96.63 - $129.55 $1.34M - $1.8M
12.3K $1.27M
PSA
Public Storage

Real Estate
-6.19K
- 36.41%
$288.99 - $313.98 $1.79M - $1.94M
10.8K $3.23M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
-35.1K
- 29.16%
$49.78 - $53.19 $1.75M - $1.87M
85.3K $4.35M
ALL
Allstate Corp

Financial Services
-11.3K
- 29.3%
$180.99 - $210.18 $2.05M - $2.38M
27.4K $5.67M
DGRO
Ishares Core Dividend Growth E

ETFs
-30.1K
- 20.19%
$60.46 - $64.42 $1.82M - $1.94M
119K $7.35M
MCD
Mcdonalds Corp

Consumer Cyclical
-8.04K
- 25.1%
$279.74 - $321.29 $2.25M - $2.58M
24K $7.49M
DVY
Ishares Tr

ETFs
-13.5K
- 80.62%
$128.58 - $138.1 $1.74M - $1.87M
3.25K $435K
COST
Costco Wholesale Corp

Consumer Defensive
-2.25K
- 13.7%
$890.62 - $1076.86 $2.01M - $2.43M
14.2K $13.4M
HD
Home Depot, Inc.

Consumer Cyclical
-3.21K
- 15.81%
$347.25 - $424.87 $1.11M - $1.36M
17.1K $6.25M
FTSM
First Tr Enhanced Traded Fd Iv

ETFs
-25.2K
- 43.63%
$59.78 - $60.03 $1.51M - $1.51M
32.6K $1.95M
MMM
3 M CO

Industrials
-14.5K
- 38.78%
$129.7 - $155.12 $1.88M - $2.25M
22.9K $3.37M
LQD
Ishares Iboxx $ Investment Gra

ETFs
-13.5K
- 75.13%
$105.1 - $109.61 $1.41M - $1.47M
4.45K $483K
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
-3.27K
- 55.13%
$408.78 - $448.82 $1.34M - $1.47M
2.66K $1.12M
PFE
Pfizer Inc

Healthcare
-44K
- 37.0%
$25.01 - $27.13 $1.1M - $1.19M
75K $1.9M
HYG
Ishares Tr

ETFs
-15.3K
- 64.18%
$78.51 - $80.11 $1.2M - $1.22M
8.53K $672K
SCHG
Schwab Strategic Tr Us Large C

ETFs
-2.46K
- 0.67%
$24.91 - $29.02 $61.4K - $71.5K
364K $9.11M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
-1.6K
- 6.33%
$165.25 - $224.62 $264K - $358K
23.6K $3.92M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-13.1K
- 35.17%
$57.21 - $65.8 $748K - $860K
24.1K $1.41M
KNG
Ft Cboe Vest S&P 500 Dividend

ETFs
-16.7K
- 27.3%
$49.22 - $51.73 $823K - $865K
44.5K $2.25M
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
-33.7K
- 9.0%
$22.25 - $23.0 $750K - $776K
341K $7.84M
GOOG
Alphabet Inc.

Communication Services
-83
- 0.38%
$156.06 - $207.71 $13K - $17.2K
21.9K $3.43M
XLE
Energy Sector Spdr

ETFs
-10.5K
- 34.75%
$85.7 - $93.96 $898K - $985K
19.7K $1.84M
FTCS
First Trust Capital Strength E

ETFs
-9.46K
- 15.47%
$86.39 - $91.35 $817K - $864K
51.7K $4.63M
SPYD
Spdr Portfolio S&P 500 High Di

ETFs
-16.6K
- 76.67%
$42.18 - $45.16 $702K - $752K
5.07K $224K
QQQM
Invesco Exchange Traded Fd Tr

ETFs
-92
- 0.24%
$192.82 - $222.1 $17.7K - $20.4K
38.3K $7.39M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
-10.4K
- 15.15%
$87.68 - $94.52 $910K - $981K
58.1K $5.44M
VGSH
Vanguard

ETFs
-14K
- 3.89%
$58.07 - $58.69 $810K - $819K
345K $20.3M
BKNG
Booking Holdings Inc.

Consumer Cyclical
-105
- 26.85%
$4295.4 - $5141.88 $451K - $540K
286 $1.32M
QCOM
Qualcomm Inc

Technology
-4K
- 28.31%
$151.94 - $175.86 $608K - $703K
10.1K $1.56M
SPHY
Spdr Ser Tr Spdr Portfolio Hig

ETFs
-25.7K
- 23.55%
$23.32 - $23.84 $600K - $613K
83.5K $1.96M
QTEC
First Trust Nasdaq 100 Technol

ETFs
-2.18K
- 15.22%
$173.56 - $210.67 $379K - $459K
12.1K $2.11M
QQEW
First Tr Nasdaq 100 Equal Weig

ETFs
-4.09K
- 33.36%
$119.84 - $136.1 $490K - $557K
8.17K $987K
ZROZ
Pimco ETF Tr 25+ Yr Zero Cpn U

ETFs
-7.64K
- 52.44%
$65.49 - $74.67 $500K - $570K
6.93K $496K
AXP
American Express CO

Financial Services
-142
- 0.89%
$255.39 - $325.87 $36.3K - $46.3K
15.8K $4.24M
FIXD
First Tr ETF Viii Tcw Opportun

ETFs
-11.7K
- 30.66%
$42.4 - $44.11 $497K - $517K
26.5K $1.16M
IWP
Ishares Russell Mid Cap Growth

ETFs
-3.07K
- 26.05%
$114.9 - $139.6 $353K - $428K
8.71K $1.02M
SHY
Ishares Barclays 1 3 Year Trea

ETFs
-7.3K
- 4.05%
$81.83 - $82.73 $597K - $604K
173K $14.3M
IQV
Iqvia Holdings Inc.

Healthcare
-1.94K
- 33.56%
$176.3 - $209.96 $342K - $407K
3.84K $676K
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
-9.03K
- 46.58%
$49.25 - $50.66 $445K - $457K
10.4K $513K
QTWO
Q2 Holdings, Inc.

Technology
-1.82K
- 12.3%
$71.37 - $102.68 $130K - $187K
13K $1.04M
IWX
Ishares Tr Russell 200 Value E

ETFs
-6.32K
- 30.29%
$78.54 - $84.86 $496K - $536K
14.5K $1.19M
ITOT
Ishares Core S&P Total U.S. St

ETFs
-185
- 0.29%
$120.29 - $134.6 $22.3K - $24.9K
63.1K $7.69M
DIS
Walt Disney CO

Communication Services
-1.14K
- 4.39%
$96.87 - $114.0 $110K - $130K
24.7K $2.44M
AFIF
Two Rds Shared Tr

ETFs
-57K
- 4.01%
$9.15 - $9.25 $521K - $527K
1.36M $12.6M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-1.32K
- 5.12%
$102.49 - $119.96 $135K - $158K
24.3K $2.55M
NEE
Nextera Energy Inc

Utilities
-5.29K
- 31.21%
$66.96 - $76.16 $354K - $403K
11.7K $826K
SHV
Ishares Tr

ETFs
-4.76K
- 1.15%
$110.11 - $110.51 $524K - $526K
411K $45.4M
DEO
Diageo PLC

Consumer Defensive
-1.87K
- 26.07%
$104.79 - $126.12 $196K - $236K
5.3K $555K
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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