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
CEG
Constellation Energy Corp

Utilities
-1.32K
- 34.24%
$201.63 - $347.44 $266K - $458K
2.53K $510K
USIG
Ishares Tr Broad Usd Inbd Etfv

ETFs
-7.2K
- 38.16%
$49.67 - $51.43 $358K - $370K
11.7K $595K
DKNG
Draft Kings Inc.

Consumer Cyclical
-4.35K
- 8.41%
$33.21 - $53.49 $144K - $233K
47.4K $1.57M
VEA
Vanguard Ftse Developed Market

ETFs
-12.7K
- 12.82%
$47.4 - $52.99 $603K - $674K
86.5K $4.4M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-3.17K
- 5.21%
$126.11 - $135.06 $399K - $427K
57.6K $7.43M
QLD
Proshares Ultra Qqq

ETFs
-1.18K
- 10.52%
$88.88 - $119.12 $105K - $141K
10.1K $893K
TQQQ
Proshares Ultrapro Qqq

ETFs
-46
- 0.32%
$57.3 - $90.39 $2.64K - $4.16K
14.5K $828K
AMAT
Applied Materials Inc

Technology
-1.09K
- 12.61%
$145.06 - $195.51 $159K - $214K
7.57K $1.1M
ETN
Eaton Corp PLC

Industrials
-303
- 8.05%
$271.83 - $371.23 $82.4K - $112K
3.46K $940K
KMX
Carmax Inc

Consumer Cyclical
-3.29K
- 27.46%
$69.25 - $89.19 $228K - $293K
8.69K $676K
VGLT
Vanguard Long Term Treasury Et

ETFs
-5.45K
- 47.9%
$53.99 - $58.43 $294K - $319K
5.93K $341K
IYY
Ishares Tr

ETFs
-1.74K
- 24.3%
$134.05 - $149.75 $233K - $260K
5.41K $736K
UPS
United Parcel Service Inc

Industrials
-65
- 0.38%
$109.66 - $136.26 $7.13K - $8.86K
17K $1.87M
PGR
Progressive Corp

Financial Services
-1.41K
- 51.53%
$235.61 - $291.22 $333K - $411K
1.33K $376K
OMC
Omnicom Group Inc.

Communication Services
-3.05K
- 38.42%
$79.43 - $88.34 $242K - $270K
4.89K $405K
QQH
Northern Lts Fd Tr Iii Hcm Def

ETFs
-159
- 0.52%
$58.23 - $69.12 $9.26K - $11K
30.5K $1.78M
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
-7.01K
- 11.82%
$44.68 - $46.49 $313K - $326K
52.2K $2.42M
VV
Vanguard Large Cap ETF

ETFs
-807
- 17.77%
$253.32 - $282.66 $204K - $228K
3.73K $959K
XSW
Spdr S&P Software & Services E

ETFs
-981
- 26.48%
$159.76 - $197.42 $157K - $194K
2.72K $435K
XITK
Spdr Ser Tr Factset Innovative

ETFs
-1.22K
- 31.11%
$159.89 - $195.54 $195K - $239K
2.7K $432K
ABC
Amerisourcebergen Corp

Healthcare
-1.34K
- 30.77%
N/A
3.01K $557K
DHI
Horton D R Inc

Consumer Cyclical
-1.51K
- 34.17%
$125.29 - $147.65 $189K - $223K
2.91K $369K
RF
Regions Financial Corp

Financial Services
-9.61K
- 43.92%
$20.84 - $24.77 $200K - $238K
12.3K $266K
TMO
Thermo Fisher Scientific Inc.

Healthcare
-413
- 27.3%
$497.6 - $606.74 $206K - $251K
1.1K $547K
PAPR
Innovator U.S. Equity Power Bu

ETFs
-2.37K
- 1.61%
$35.21 - $37.69 $83.4K - $89.3K
145K $5.17M
BUFD
First Tr Exc Trd Fd Viii Ft Cb

ETFs
-7.88K
- 12.24%
$24.66 - $26.1 $194K - $206K
56.5K $1.41M
SCHW
Schwab Charles Corp

Financial Services
-4.21K
- 18.24%
$71.24 - $83.64 $300K - $352K
18.9K $1.48M
GM
General Motors CO

Consumer Cyclical
-3.04K
- 23.44%
$45.22 - $54.92 $137K - $167K
9.93K $466K
SECT
Sector 10, Inc.

ETFs
-3.1K
- 18.43%
$50.98 - $57.8 $158K - $179K
13.7K $701K
PJUL
Innovator U.S. Equity Power Bu

ETFs
-3.91K
- 6.59%
$39.81 - $42.17 $156K - $165K
55.4K $2.23M
ESGU
Ishares Trust Ishares Esg Awar

ETFs
-1.36K
- 23.55%
$120.24 - $134.3 $164K - $183K
4.42K $539K
EIX
Edison International

Utilities
-565
- 7.44%
$50.06 - $80.01 $28.3K - $45.2K
7.03K $414K
SUB
Ishares Short Term National Mu

ETFs
-1.77K
- 38.55%
$105.3 - $106.24 $186K - $188K
2.82K $297K
IWS
Ishares Russell Midcap Value E

ETFs
-1.28K
- 17.16%
$122.59 - $135.24 $157K - $173K
6.17K $777K
APD
Air Products & Chemicals, Inc.

Basic Materials
-679
- 19.96%
$283.24 - $338.07 $192K - $230K
2.72K $803K
WHR
Whirlpool Corp

Consumer Cyclical
-664
- 13.47%
$88.58 - $133.14 $58.8K - $88.4K
4.27K $384K
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-5.56K
- 14.44%
$37.07 - $40.63 $206K - $226K
32.9K $1.3M
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
-1.4K
- 13.06%
$47.79 - $59.89 $66.8K - $83.7K
9.31K $467K
ADSK
Autodesk, Inc.

Technology
-716
- 25.9%
N/A
2.05K $503K
CHKP
Check Point Software Technologies LTD

Technology
-1.53K
- 35.21%
$179.88 - $231.31 $275K - $354K
2.81K $641K
USB
Us Bancorp \De\

Financial Services
-1.85K
- 12.03%
$40.92 - $50.9 $75.7K - $94.2K
13.5K $571K
DE
Deere & CO

Industrials
-719
- 18.63%
$408.57 - $509.27 $294K - $366K
3.14K $1.47M
USFR
Wisdomtree Floating Rate Treas

ETFs
-3.17K
- 38.74%
$50.29 - $50.5 $159K - $160K
5.01K $252K
CSX
Csx Corp

Industrials
-1.37K
- 3.35%
$29.11 - $33.67 $39.9K - $46.2K
39.6K $1.16M
QJUN
First Tr ETF
-2K
- 3.08%
$26.45 - $29.15 $52.9K - $58.3K
62.9K $1.66M
MARA
Marathon Digital Holdings, Inc.

Financial Services
-6.85K
- 6.12%
N/A
105K $2.37M
BAC
Bank Of America Corp

Financial Services
-760
- 1.5%
$39.61 - $47.74 $30.1K - $36.3K
49.9K $2.08M
CB
Chubb LTD

Financial Services
-614
- 37.19%
$257.71 - $301.99 $158K - $185K
1.04K $313K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-5.18K
- 15.67%
$442.66 - $534.52 $2.29M - $2.77M
27.9K $14.8M
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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