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
VBK
Vanguard Small Cap Growth ETF

ETFs
-229
- 8.18%
$247.97 - $296.33 $56.8K - $67.9K
2.57K $647K
LGH
Northern Lts Fd Tr Iii Hcm Def

ETFs
-137
- 0.41%
$48.0 - $54.24 $6.58K - $7.43K
33.3K $1.61M
DOW
Dow Inc.

Basic Materials
-1.38K
- 8.58%
$34.36 - $41.92 $47.3K - $57.7K
14.7K $511K
PEP
Pepsico Inc

Consumer Defensive
-653
- 4.37%
$142.64 - $156.42 $93.1K - $102K
14.3K $2.14M
VTWO
Vanguard Russell 2000 ETF

ETFs
-1.03K
- 19.05%
$80.08 - $92.93 $82.3K - $95.5K
4.37K $352K
ELV
Elevance Health, Inc.

Healthcare
-1.07K
- 20.65%
$365.9 - $436.25 $391K - $466K
4.11K $1.79M
PYPL
Pay Pal Holdings, Inc.

Financial Services
-448
- 10.11%
$65.15 - $91.81 $29.2K - $41.1K
3.98K $259K
PMAY
Innovator Etfs Tr S&P 500 Pwr

ETFs
-3.3K
- 34.91%
$35.29 - $36.56 $116K - $121K
6.15K $220K
DBA
Invesco Db Agriculture Fund

ETFs
-4.12K
- 16.87%
$26.05 - $28.38 $107K - $117K
20.3K $534K
VEEV
Veeva Systems Inc

Healthcare
-770
- 26.13%
$210.58 - $246.8 $162K - $190K
2.18K $504K
SBUX
Starbucks Corp

Consumer Cyclical
-2.59K
- 12.22%
$91.75 - $115.81 $237K - $299K
18.6K $1.82M
HON
Honeywell International Inc

Industrials
-31
- 0.45%
$202.75 - $226.52 $6.29K - $7.02K
6.93K $1.47M
ARKK
Ark ETF Tr Innovation ETF (De)

ETFs
-432
- 5.11%
$47.25 - $67.02 $20.4K - $29K
8.02K $381K
TFC
Truist Financial Corp

Financial Services
-120
- 0.29%
$39.48 - $48.15 $4.74K - $5.78K
41.3K $1.7M
INTU
Intuit Inc

Technology
-136
- 20.42%
$555.63 - $630.23 $75.6K - $85.7K
530 $325K
LULU
Lululemon Athletica Inc.

Consumer Cyclical
-45
- 5.77%
$283.06 - $421.16 $12.7K - $19K
735 $208K
SRLN
Ssga Active Trust

ETFs
-1.39K
- 2.64%
$41.02 - $41.99 $57.1K - $58.5K
51.4K $2.11M
SNPS
Synopsys Inc

Technology
-27
- 2.0%
$428.58 - $551.54 $11.6K - $14.9K
1.32K $566K
CATH
Global X Fds Global X S&P 500

ETFs
-653
- 4.95%
$66.14 - $74.2 $43.2K - $48.5K
12.5K $846K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-2.91K
- 7.58%
$42.5 - $46.71 $124K - $136K
35.5K $1.61M
FJUN
First Tr Ex Trd Viii Cboe Vest

Technology
-724
- 2.23%
$49.36 - $53.08 $35.7K - $38.4K
31.8K $1.59M
HPQ
Hp Inc

Technology
-1.17K
- 10.9%
$27.69 - $34.72 $32.3K - $40.4K
9.52K $263K
LAMR
Lamar Advertising CO

Real Estate
-482
- 13.14%
$110.65 - $132.9 $53.3K - $64.1K
3.19K $362K
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
-1.54K
- 26.45%
$59.28 - $66.1 $91.3K - $102K
4.28K $272K
PDBC
Invesco Act Mge Et Cmdt Fd Tr

ETFs
-7.71K
- 19.04%
$13.05 - $13.97 $101K - $108K
32.8K $446K
NKE
Nike, Inc.

Consumer Cyclical
-204
- 3.84%
$63.29 - $81.72 $12.9K - $16.7K
5.11K $324K
FGD
First Tr Exchange Trd Fd Ii Fi

ETFs
-4.54K
- 26.86%
$21.95 - $24.74 $99.5K - $112K
12.3K $298K
GIS
General Mills Inc

Consumer Defensive
-8
- 0.04%
$57.56 - $65.3 $460 - $522
19.1K $1.14M
TBT
Proshares Ultrashort 20+Year T

ETFs
-1.26K
- 11.8%
$32.51 - $38.65 $40.9K - $48.6K
9.41K $316K
DFUS
Dimensional ETF Tr U S Equity

ETFs
-847
- 14.69%
$59.61 - $66.71 $50.5K - $56.5K
4.92K $297K
GSY
Invesco Actively Mngd ETF Tr U

ETFs
-1.39K
- 21.15%
$50.03 - $50.27 $69.3K - $69.7K
5.17K $259K
GRID
First Tr Nasdaq Clean Edge Sma

ETFs
-474
- 20.95%
$113.13 - $127.79 $53.6K - $60.6K
1.79K $202K
PH
Parker Hannifin Corp

Industrials
-39
- 2.57%
$591.65 - $707.05 $23.1K - $27.6K
1.48K $897K
BLV
Vanguard Bd Index Fd Inc Long

ETFs
-1.07K
- 22.4%
$66.9 - $71.57 $71.8K - $76.8K
3.72K $261K
BSCP
Invesco Et Seld Idxd Fd Tr Bul

ETFs
-3.19K
- 8.6%
$20.64 - $20.73 $65.9K - $66.2K
33.9K $701K
ECL
Ecolab Inc.

Basic Materials
-364
- 24.48%
$229.72 - $269.82 $83.6K - $98.2K
1.12K $284K
DHR
Danaher Corp

Healthcare
-37
- 1.59%
$201.62 - $250.59 $7.46K - $9.27K
2.28K $468K
TIP
Ishares Tr Tips Bd ETF

ETFs
-945
- 10.21%
$106.22 - $111.09 $100K - $105K
8.31K $923K
GE
General Electric CO

Industrials
-2.27K
- 19.18%
$168.59 - $212.13 $383K - $481K
9.56K $1.91M
VOOG
Vanguard S&P 500 Growth ETF

ETFs
-4
- 0.21%
$333.37 - $384.99 $1.33K - $1.54K
1.87K $624K
BB
Blackberry LTD

Technology
-15K
- 59.7%
$3.68 - $6.07 $55.1K - $91K
10.1K $38K
RYLD
Global X Fds Russell 2000 Cove

ETFs
-1.38K
- 4.94%
$14.93 - $16.85 $20.7K - $23.3K
26.6K $402K
TRP
Tc Energy Corp

Energy
-1.27K
- 14.36%
$44.29 - $49.27 $56.2K - $62.6K
7.57K $357K
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
-496
- 8.63%
$67.03 - $74.61 $33.2K - $37K
5.25K $357K
GLPI
Gaming & Leisure Properties, Inc.

Real Estate
-1.44K
- 17.58%
$45.62 - $51.12 $65.5K - $73.4K
6.73K $342K
NXPI
Nxp Semiconductors N.V.

Technology
-74
- 3.88%
$189.99 - $245.86 $14.1K - $18.2K
1.83K $348K
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
-984
- 19.23%
$51.52 - $52.37 $50.7K - $51.5K
4.13K $216K
IJT
Ishares S&P Small Cap 600 Grow

ETFs
-185
- 7.99%
$121.0 - $142.28 $22.4K - $26.3K
2.13K $265K
IGLD
First Tr Cboe Vest Gold Strate

Communication Services
-12.9K
- 12.01%
$18.75 - $20.97 $242K - $271K
94.6K $1.98M
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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