Foundations Investment Advisors, LLC Sells in Q3 2024

Foundations Investment Advisors, LLC

  • $4.46 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
-621K
- 41.02%
$91.42 - $91.82 $56.8M - $57M
893K $82M
IVV
Ishares Core S&P 500 ETF

ETFs
-47.4K
- 17.33%
$520.18 - $576.82 $24.7M - $27.4M
226K $130M
TDSC
Exchange Listed Fds Tr Cabana

ETFs
-842K
- 14.23%
$23.52 - $25.43 $19.8M - $21.4M
5.08M $129M
HEFA
Ishares Currency Hedged Msci E

ETFs
-399K
- 83.84%
$32.34 - $35.85 $12.9M - $14.3M
77K $2.73M
XLY
Select Sector Spdr Consumer Di

ETFs
-80.2K
- 76.76%
$170.05 - $200.86 $13.6M - $16.1M
24.3K $4.86M
VGSH
Vanguard

ETFs
-225K
- 34.65%
$57.74 - $59.13 $13M - $13.3M
425K $25.1M
TIP
Ishares Tr Tips Bd ETF

ETFs
-113K
- 93.22%
$105.92 - $110.83 $12M - $12.5M
8.23K $909K
XLF
Financial Sector Spdr

ETFs
-348K
- 30.33%
$40.84 - $45.74 $14.2M - $15.9M
800K $36.2M
BA
Boeing CO

Industrials
-55.8K
- 82.01%
$152.04 - $190.6 $8.48M - $10.6M
12.2K $1.86M
TDSB
Exchange Listed Fds Tr Cabana

ETFs
-513K
- 15.21%
$21.85 - $22.94 $11.2M - $11.8M
2.86M $64.9M
MDYG
Spdr S&P 400 Mid Cap Growth Et

ETFs
-96.1K
- 94.26%
$81.1 - $89.18 $7.8M - $8.57M
5.85K $513K
VGLT
Vanguard Long Term Treasury Et

ETFs
-122K
- 90.72%
$56.52 - $63.23 $6.89M - $7.71M
12.5K $767K
XLRE
Select Sector Spdr Tr Real Est

ETFs
-151K
- 90.73%
$38.04 - $45.36 $5.73M - $6.83M
15.4K $687K
MGK
Vanguard Mega Cap Growth ETF

ETFs
-15.9K
- 20.84%
$285.48 - $330.24 $4.55M - $5.26M
60.6K $19.5M
XMMO
Invesco Exchange Traded Fd Tr

ETFs
-47.5K
- 21.99%
$110.22 - $120.89 $5.23M - $5.74M
168K $20.3M
ALB
Albemarle Corp

Basic Materials
-45.1K
- 94.35%
$72.85 - $100.09 $3.29M - $4.51M
2.7K $255K
PJUN
Innovator U.S. Equity Power Bu

ETFs
-118K
- 90.33%
$34.72 - $36.88 $4.1M - $4.35M
12.6K $465K
VUG
Vanguard Growth ETF

ETFs
-11.7K
- 14.54%
$341.08 - $391.94 $3.99M - $4.58M
68.7K $26.4M
SHV
Ishares Tr

ETFs
-27.4K
- 5.57%
$110.05 - $110.63 $3.01M - $3.03M
464K $51.3M
CALF
Pacer Fds Tr Pacer Us Small Ca

ETFs
-72.4K
- 41.92%
$42.22 - $48.62 $3.05M - $3.52M
100K $4.66M
PJUL
Innovator U.S. Equity Power Bu

ETFs
-74.6K
- 56.76%
$37.89 - $40.48 $2.83M - $3.02M
56.9K $2.3M
IWO
Ishares Russell 2000 Gwt ETF

ETFs
-9.18K
- 86.61%
$256.4 - $289.78 $2.35M - $2.66M
1.42K $402K
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
-35.1K
- 85.11%
$63.28 - $70.06 $2.22M - $2.46M
6.14K $430K
BMY
Bristol Myers Squibb CO

Healthcare
-55.2K
- 78.52%
$39.66 - $51.75 $2.19M - $2.85M
15.1K $780K
CVX
Chevron Corp

Energy
-2.65K
- 2.08%
$137.88 - $161.97 $365K - $428K
124K $18.3M
IEMG
Ishares Inc

ETFs
-29.2K
- 7.21%
$53.64 - $53.64 $1.57M - $1.57M
375K $20.1M
CRWD
Crowd Strike Holdings, Inc.

Technology
-1.92K
- 26.07%
$217.89 - $392.15 $418K - $753K
5.44K $1.53M
RPHS
Two Rds Shared Tr Regents Pk H

ETFs
-295K
- 5.83%
$9.7 - $10.36 $2.86M - $3.05M
4.76M $49.3M
TELL
Tellurian Inc.

Energy
-1.37M
- 94.93%
$0.57 - $0.97 $779K - $1.33M
72.9K $70K
DXJ
Wisdomtree Trust Japan Hedged

ETFs
-626
- 0.5%
$91.43 - $117.51 $57.2K - $73.6K
125K $13.2M
EEM
Ishares Msci Emerging Markets

ETFs
-21.3K
- 63.65%
$40.42 - $46.7 $862K - $996K
12.2K $558K
ZS
Zscaler, Inc.

Technology
-3.6K
- 35.07%
$155.9 - $204.47 $561K - $736K
6.67K $1.14M
FTSM
First Tr Enhanced Traded Fd Iv

ETFs
-14.5K
- 12.02%
$59.61 - $60.15 $862K - $870K
106K $6.34M
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
-7.14K
- 65.72%
$100.3 - $100.74 $716K - $719K
3.72K $375K
IWF
Ishares Russell 1000 Gr ETF

ETFs
-2.01K
- 17.58%
$332.02 - $382.76 $668K - $770K
9.43K $3.54M
GOOG
Alphabet Inc.

Communication Services
-1.54K
- 7.56%
$149.54 - $192.66 $230K - $296K
18.8K $3.14M
QTEC
First Trust Nasdaq 100 Technol

ETFs
-1.96K
- 12.44%
$169.92 - $205.38 $333K - $402K
13.8K $2.64M
VDE
Vanguard Energy ETF

ETFs
-2.25K
- 6.33%
$117.44 - $131.06 $264K - $294K
33.3K $4.07M
CVS
Cvs Health Corp

Healthcare
-6.79K
- 45.98%
$55.81 - $63.18 $379K - $429K
7.97K $501K
EPI
Wisdomtree Tr India Earnings F

ETFs
-7.73K
- 37.33%
$47.41 - $50.82 $367K - $393K
13K $655K
IYY
Ishares Tr

ETFs
-2.89K
- 31.63%
$125.77 - $139.59 $363K - $403K
6.25K $872K
SMIN
Ishares Msci India Small Cap I

ETFs
-4.6K
- 38.33%
$79.48 - $86.97 $365K - $400K
7.4K $635K
PMAY
Innovator Etfs Tr S&P 500 Pwr

ETFs
-9.92K
- 51.37%
$33.3 - $35.24 $330K - $350K
9.39K $330K
XLE
Energy Sector Spdr

ETFs
-2.27K
- 7.0%
$84.35 - $93.39 $191K - $212K
30.1K $2.65M
VTV
Vanguard Value ETF

ETFs
-4.08K
- 13.93%
$159.75 - $174.57 $652K - $712K
25.2K $4.4M
CLF
Cleveland Cliffs Inc.

Basic Materials
-11.8K
- 21.13%
$10.91 - $16.21 $129K - $191K
44K $562K
PFE
Pfizer Inc

Healthcare
-13.3K
- 13.85%
$27.7 - $31.39 $369K - $418K
82.9K $2.4M
XSD
Spdr Tr Ser Spdr S&P Semicondu

ETFs
-1.04K
- 27.15%
$201.42 - $273.98 $209K - $285K
2.79K $670K
EWN
Ishares Msci Netherlnds ETF

ETFs
-5.48K
- 30.65%
$46.22 - $52.65 $253K - $288K
12.4K $629K
Activity Summary
Buys All Purchases 591 New Holdings 123 Increased Positions 468 Sells All Sells 193 Reductions 193 Sold out 0 Options Calls 0 Puts 0
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