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
PAUG
Innovator U.S. Equity Power Bu

ETFs
-576
- 1.79%
$37.4 - $39.42 $21.5K - $22.7K
31.7K $1.2M
VO
Vanguard Mid Cap ETF

ETFs
-93
- 2.66%
$251.87 - $277.95 $23.4K - $25.8K
3.4K $879K
BDX
Becton Dickinson & CO

Healthcare
-217
- 5.7%
$222.79 - $249.08 $48.3K - $54.1K
3.59K $822K
IJK
Ishares S&P Midcap 400 Growth

ETFs
-191
- 6.47%
$81.62 - $96.63 $15.6K - $18.5K
2.76K $229K
WDIV
Spdr S&P Global Dividend ETF

ETFs
-835
- 14.44%
$60.51 - $66.3 $50.5K - $55.4K
4.95K $322K
DIV
Global X Superdividend Us ETF

ETFs
-2.18K
- 10.74%
N/A
18.1K $311K
MTB
M&T Bank Corp

Financial Services
-81
- 3.45%
$170.47 - $201.98 $13.8K - $16.4K
2.27K $405K
ADI
Analog Devices Inc

Technology
-34
- 1.33%
$201.56 - $243.82 $6.85K - $8.29K
2.52K $508K
UL
Unilever PLC

Consumer Defensive
-913
- 12.92%
$54.72 - $60.29 $50K - $55K
6.16K $366K
CMCSA
Comcast Corp

Communication Services
-157
- 0.37%
$33.19 - $38.23 $5.21K - $6K
41.8K $1.54M
TXN
Texas Instruments Inc

Technology
-160
- 2.22%
N/A
7.04K $1.37M
EDIV
Spdr S&P Emerging Dividends Et

ETFs
-966
- 11.29%
$34.23 - $36.9 $33.1K - $35.6K
7.59K $271K
UEC
Uranium Energy Corp

Energy
-1.2K
- 9.8%
$4.77 - $8.2 $5.71K - $9.82K
11K $52K
OMF
One Main Holdings, Inc.

Financial Services
-225
- 4.73%
$45.35 - $58.06 $10.2K - $13.1K
4.54K $221K
DFS
Discover Financial Services

Financial Services
-132
- 6.79%
$152.99 - $203.25 $20.2K - $26.8K
1.81K $309K
GPC
Genuine Parts CO

Consumer Cyclical
-318
- 6.49%
$115.91 - $129.02 $36.9K - $41K
4.58K $545K
XLRE
Select Sector Spdr Tr Real Est

ETFs
-1.36K
- 5.21%
$39.18 - $43.52 $53.2K - $59.1K
24.7K $1.03M
FNF
Fidelity National Financial, Inc.

Financial Services
-1.42K
- 19.31%
$54.25 - $65.27 $77.2K - $92.9K
5.95K $387K
UNP
Union Pacific Corp

Industrials
-206
- 6.87%
$225.21 - $254.42 $46.4K - $52.4K
2.79K $659K
DFAT
Dimensional ETF Tr U S Target

ETFs
-35
- 0.72%
$50.44 - $58.1 $1.77K - $2.03K
4.85K $249K
BSJS
Invesco Exc Self Ind Tr Bullet

ETFs
-917
- 7.57%
$21.64 - $22.08 $19.8K - $20.2K
11.2K $242K
LUMN
Lumen Technologies, Inc.

Communication Services
-15
- 0.11%
$3.92 - $5.92 $58.8 - $88.8
13.3K $52K
SYY
Sysco Corp

Consumer Defensive
-51
- 0.51%
$70.0 - $77.13 $3.57K - $3.93K
10K $750K
SCHV
Schwab Strategic Tr Us Large C

ETFs
-964
- 6.0%
$25.77 - $27.6 $24.8K - $26.6K
15.1K $401K
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
-182
- 9.4%
$114.57 - $118.14 $20.9K - $21.5K
1.76K $207K
IP
International Paper CO

Consumer Cyclical
-212
- 2.35%
$49.38 - $60.09 $10.5K - $12.7K
8.82K $470K
USO
United States Oil Fund, LP

ETFs
-250
- 8.62%
$70.89 - $84.34 $17.7K - $21.1K
2.65K $204K
WAB
Westinghouse Air Brake Technologies Corp

Industrials
-10
- 0.71%
$175.5 - $209.86 $1.76K - $2.1K
1.4K $253K
IRT
Independence Realty Trust, Inc.

Real Estate
-1.73K
- 10.29%
$18.23 - $21.8 $31.5K - $37.7K
15.1K $319K
BR
Broadridge Financial Solutions, Inc.

Technology
-158
- 10.34%
$221.46 - $244.83 $35K - $38.7K
1.37K $332K
K
Kellogg CO

Consumer Defensive
-241
- 3.86%
$81.06 - $82.9 $19.5K - $20K
6K $494K
MNTSW
Momentus Inc Wt Exp 05/15/26(D
-25K
- 20.0%
$0.02 - $0.09 $500 - $2.25K
100K $2K
MPC
Marathon Petroleum Corp

Energy
-258
- 4.72%
$134.72 - $159.03 $34.8K - $41K
5.21K $758K
HII
Huntington Ingalls Industries, Inc.

Industrials
-104
- 9.15%
$159.75 - $208.61 $16.6K - $21.7K
1.03K $210K
EA
Electronic Arts Inc.

Communication Services
-2
- 0.12%
$116.53 - $146.29 $233 - $293
1.63K $235K
FISV
Fiserv Inc

Technology
-18
- 0.39%
N/A
4.56K $570K
First Tr Exchng Traded Fd Vi
-1.55K
- 1.87%
N/A
81.2K $0
AZBA
Aim ETF Prods Tr Allianzim U S

ETFs
-105
- 1.18%
N/A
8.77K $0
OAIM
Unified Ser Tr Oneascent Intl
-500
- 5.66%
N/A
8.34K $0
FTGS
First Tr Exchange Traded Fd Gr
-14.1K
- 33.35%
N/A
28.2K $0
First Tr Exchng Traded Fd Vi
-366
- 2.19%
N/A
16.4K $0
First Tr Exchange Traded Fd
-8.4K
- 39.13%
N/A
13.1K $0
AZBO
Aim ETF Prods Tr Allianzim Us

ETFs
-3.32K
- 27.17%
N/A
8.9K $0
First Tr Exchng Traded Fd Vi
-952
- 3.24%
N/A
28.4K $0
First Tr Exchng Traded Fd Vi
-1.14K
- 5.78%
N/A
18.5K $0
First Tr Exchng Traded Fd Vi
-5.5K
- 7.74%
N/A
65.5K $0
First Tr Exchng Traded Fd Vi
-2.11K
- 2.67%
N/A
77K $0
First Tr Exchng Traded Fd Vi
-333
- 1.71%
N/A
19.1K $0
American Healthcare Reit Inc
-1.25K
- 13.38%
N/A
8.07K $0
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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