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
First Tr Exchng Traded Fd Vi
-930
- 10.95%
N/A
7.56K $0
First Tr Exchng Traded Fd Vi
-63.1K
- 7.45%
N/A
785K $0
TLTW
Ishares Tr 20+ Yr Treas Bd Buy
-20.1K
- 21.59%
N/A
73.2K $0
Exchange Listed Fds Tr
-377K
- 8.81%
N/A
3.9M $0
Proshares Tr
-85
- 1.74%
N/A
4.79K $0
XTJA
Innovator Etfs Tr Us Equity Ac
-823
- 6.52%
N/A
11.8K $0
Innovator Etfs Trust
-2.06K
- 10.35%
N/A
17.8K $0
XHLF
Bondbloxx ETF Tr Bloomberg 6 M
-411
- 8.41%
N/A
4.47K $0
Brookfield Corp
-1.71K
- 7.07%
N/A
22.5K $0
Innovator Etfs Trust
-2.38K
- 15.78%
N/A
12.7K $0
Gsk PLC
-1.07K
- 9.11%
N/A
10.7K $0
RDVI
First Tr Exc Tr Fd Iv Cboe Vst
-4.44K
- 6.63%
N/A
62.5K $0
Pimco ETF Tr
-13.5K
- 39.14%
N/A
21.1K $0
Innovator Etfs Trust
-33K
- 61.9%
N/A
20.3K $0
Proshares Tr
-1.07K
- 9.24%
N/A
10.5K $0
PSEP
Innovator U.S. Equity Power Bu
-930
- 3.51%
N/A
25.6K $0
Direxion Shs ETF Tr
-3.11K
- 1.7%
N/A
180K $0
MELI
Mercadolibre Inc

Consumer Cyclical
-16
- 12.8%
$1739.0 - $2260.0 $27.8K - $36.2K
109 $212K
Annaly Capital Management In
-9.59K
- 43.04%
N/A
12.7K $0
Lam Research Corp
-3.15K
- 4.44%
N/A
67.8K $0
EBAY
Ebay Inc

Consumer Cyclical
-392
- 8.1%
$61.61 - $70.93 $24.2K - $27.8K
4.45K $301K
SPXS
Direxion Shs ETF Tr Daily S&P

ETFs
-6.22K
- 10.42%
$5.57 - $7.6 $34.6K - $47.3K
53.5K $380K
FVD
First Tr Value Line Divid Inde

ETFs
-368
- 1.5%
$42.61 - $45.51 $15.7K - $16.7K
24.2K $1.08M
AMT
American Tower Corp

Real Estate
-486
- 14.75%
$173.46 - $217.6 $84.3K - $106K
2.81K $611K
EEM
Ishares Msci Emerging Markets

ETFs
-328
- 2.72%
$40.81 - $45.34 $13.4K - $14.9K
11.7K $512K
IHI
Ishares Tr Dow Jones Us Medica

ETFs
-57
- 0.95%
$58.32 - $65.09 $3.32K - $3.71K
5.92K $356K
FTGC
First Trust Global Tactical CO

ETFs
-95
- 0.97%
$23.95 - $25.86 $2.28K - $2.46K
9.7K $247K
BMRN
Biomarin Pharmaceutical Inc

Healthcare
-97
- 2.39%
$61.25 - $72.83 $5.94K - $7.06K
3.97K $280K
UNH
Unitedhealth Group Inc

Healthcare
-1.87K
- 3.33%
$461.52 - $548.18 $865K - $1.03M
54.4K $28.5M
KMB
Kimberly Clark Corp

Consumer Defensive
-429
- 5.38%
$124.46 - $147.4 $53.4K - $63.2K
7.55K $1.07M
BP
Bp PLC

Energy
-268
- 2.32%
$29.93 - $35.31 $8.02K - $9.46K
11.3K $380K
INTC
Intel Corp

Technology
-1.96K
- 6.13%
$19.1 - $27.39 $37.4K - $53.6K
30K $680K
LYG
Lloyds Banking Group PLC

Financial Services
-10.1K
- 12.27%
$2.58 - $3.9 $26K - $39.2K
71.9K $274K
ETR
Entergy Corp

Utilities
-179
- 1.72%
$75.26 - $87.89 $13.5K - $15.7K
10.2K $872K
CAH
Cardinal Health Inc

Healthcare
-122
- 2.2%
$118.02 - $137.77 $14.4K - $16.8K
5.41K $745K
LMBS
First Tr ETF Fd Iv First Tr Lo

ETFs
-443
- 0.18%
$48.31 - $49.23 $21.4K - $21.8K
252K $12.4M
WM
Waste Management Inc

Industrials
-2
- 0.05%
$200.54 - $233.78 $401 - $468
4.21K $973K
AAAU
Goldman Sachs Physical Gold ETF

ETFs
-8.33K
- 9.88%
$26.05 - $30.88 $217K - $257K
76K $2.35M
ED
Consolidated Edison Inc

Utilities
-31
- 0.38%
$88.0 - $110.59 $2.73K - $3.43K
8.16K $902K
DUK
Duke Energy Corp

Utilities
-567
- 2.95%
$105.87 - $121.97 $60K - $69.2K
18.7K $2.28M
JNJ
Johnson & Johnson

Healthcare
-161
- 0.97%
$142.06 - $167.7 $22.9K - $27K
16.4K $2.72M
MO
Altria Group, Inc.

Consumer Defensive
-14.6K
- 5.64%
$50.81 - $60.02 $742K - $876K
244K $14.6M
GLD
Spdr Gold Trust

ETFs
-2.13K
- 0.78%
$243.19 - $288.14 $518K - $613K
271K $78M
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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