Foundations Investment Advisors, LLC Sells in Q4 2024

Foundations Investment Advisors, LLC

  • $4.87 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
ADME
ETF Ser Solutions Aptus Drawnd

ETFs
-589K
- 95.74%
$45.72 - $48.37 $26.9M - $28.5M
26.2K $1.23M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-179K
- 91.88%
$96.64 - $101.23 $17.3M - $18.1M
15.8K $1.53M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
-189K
- 21.19%
$91.29 - $91.8 $17.3M - $17.4M
704K $64.4M
TDSC
Exchange Listed Fds Tr Cabana

ETFs
-506K
- 9.97%
$24.43 - $26.01 $12.4M - $13.2M
4.57M $112M
IUSB
Ishares Core Total Usd Bond Ma

ETFs
-233K
- 7.57%
$45.07 - $47.1 $10.5M - $11M
2.84M $128M
SHY
Ishares Barclays 1 3 Year Trea

ETFs
-191K
- 51.49%
$81.68 - $82.93 $15.6M - $15.9M
180K $14.8M
ELV
Elevance Health, Inc.

Healthcare
-24K
- 82.24%
$365.96 - $514.62 $8.77M - $12.3M
5.18K $1.91M
ABBV
Abb Vie Inc.

Healthcare
-44.1K
- 68.03%
$164.99 - $203.87 $7.28M - $9M
20.7K $3.69M
TDSB
Exchange Listed Fds Tr Cabana

ETFs
-283K
- 9.9%
$21.64 - $22.94 $6.13M - $6.5M
2.58M $55.9M
SHV
Ishares Tr

ETFs
-48.5K
- 10.45%
$109.92 - $110.57 $5.33M - $5.36M
416K $45.8M
ZROZ
Pimco ETF Tr 25+ Yr Zero Cpn U

ETFs
-48.6K
- 76.93%
$68.62 - $82.57 $3.33M - $4.01M
14.6K $999K
VGSH
Vanguard

ETFs
-65.4K
- 15.4%
$58.02 - $58.88 $3.79M - $3.85M
359K $20.9M
DBND
Doubleline ETF Tr Opportunisti

ETFs
-74.2K
- 28.12%
$45.15 - $47.26 $3.35M - $3.5M
190K $8.59M
RPHS
Two Rds Shared Tr Regents Pk H

ETFs
-191K
- 4.0%
$10.12 - $10.87 $1.93M - $2.07M
4.57M $46.3M
FTSM
First Tr Enhanced Traded Fd Iv

ETFs
-48.1K
- 45.44%
$59.74 - $60.03 $2.87M - $2.89M
57.8K $3.45M
SPYG
Spdr Portfolio

ETFs
-23.6K
- 43.4%
$81.74 - $91.38 $1.93M - $2.16M
30.8K $2.71M
XAR
Spdr S&P Aerospace & Defense E

ETFs
-12.2K
- 39.43%
$153.8 - $176.52 $1.87M - $2.15M
18.7K $3.1M
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
-23.6K
- 51.21%
$65.67 - $69.79 $1.55M - $1.65M
22.5K $1.51M
IJT
Ishares S&P Small Cap 600 Grow

ETFs
-9.65K
- 80.65%
$134.53 - $150.65 $1.3M - $1.45M
2.32K $313K
SPTL
Spdr Portfolio Long Term Treas

ETFs
-40.9K
- 49.72%
$26.05 - $29.17 $1.07M - $1.19M
41.4K $1.08M
PSA
Public Storage

Real Estate
-106
- 0.62%
$289.33 - $360.21 $30.7K - $38.2K
17K $5.09M
SPBO
Spdr Ser Tr Spdr Portfolio Cor

ETFs
-32.2K
- 37.42%
$28.56 - $30.02 $920K - $967K
53.9K $1.54M
DNP
Dnp Select Income Fund Inc

Financial Services
-49.7K
- 11.53%
$8.82 - $9.96 $438K - $495K
381K $3.36M
XLU
Utilities Sector Spdr

ETFs
-9.53K
- 21.05%
$74.89 - $82.93 $713K - $790K
35.7K $2.7M
FIXD
First Tr ETF Viii Tcw Opportun

ETFs
-16.4K
- 30.0%
$42.84 - $45.38 $701K - $743K
38.2K $1.64M
FTCS
First Trust Capital Strength E

ETFs
-5.91K
- 8.82%
$87.62 - $94.03 $518K - $556K
61.1K $5.37M
EFA
Ishares Tr Msci Eafe ETF

ETFs
-7.3K
- 55.0%
$75.1 - $82.99 $548K - $605K
5.97K $451K
IJK
Ishares S&P Midcap 400 Growth

ETFs
-6.77K
- 69.65%
$90.66 - $99.46 $614K - $674K
2.95K $268K
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
-11K
- 18.06%
$50.62 - $50.97 $556K - $560K
49.8K $2.53M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
-8.46K
- 14.98%
$66.77 - $71.52 $565K - $605K
48K $3.31M
BALT
Innovator Etfs Tr
-20K
- 9.14%
$30.76 - $31.55 $616K - $632K
199K $6.25M
AOK
Ishares Tr Core Conservative A

ETFs
-10.9K
- 16.44%
$37.3 - $38.64 $408K - $422K
55.6K $2.07M
CI
Cigna Corp

Healthcare
-870
- 27.92%
$265.59 - $358.58 $231K - $312K
2.25K $620K
SLQD
Ishares 0 5 Year Investment Gr

ETFs
-8.55K
- 63.65%
$49.58 - $50.28 $424K - $430K
4.88K $242K
HYG
Ishares Tr

ETFs
-4.54K
- 16.01%
$78.09 - $80.04 $354K - $363K
23.8K $1.87M
BDTX
Black Diamond Therapeutics, Inc.

Healthcare
-71.3K
- 69.7%
$2.14 - $4.17 $153K - $297K
31K $66K
ACN
Accenture PLC

Technology
-650
- 0.94%
$343.9 - $376.86 $224K - $245K
68.2K $24M
AAAU
Goldman Sachs Physical Gold ETF

ETFs
-12.6K
- 12.98%
$25.33 - $27.57 $318K - $347K
84.3K $2.19M
SBUX
Starbucks Corp

Consumer Cyclical
-1.87K
- 8.13%
$87.44 - $102.5 $164K - $192K
21.2K $1.93M
VV
Vanguard Large Cap ETF

ETFs
-1.24K
- 21.45%
$260.27 - $280.65 $323K - $348K
4.54K $1.22M
SHYG
Ishares 0 5 Year High Yield CO

ETFs
-5.68K
- 12.15%
$42.33 - $43.3 $240K - $246K
41.1K $1.75M
DBA
Invesco Db Agriculture Fund

ETFs
-11K
- 31.06%
$24.81 - $27.83 $273K - $306K
24.4K $649K
IQV
Iqvia Holdings Inc.

Healthcare
-159
- 2.68%
$190.97 - $236.63 $30.4K - $37.6K
5.78K $1.13M
CSX
Csx Corp

Industrials
-5.12K
- 11.12%
$31.58 - $36.88 $162K - $189K
41K $1.32M
AMT
American Tower Corp

Real Estate
-442
- 11.83%
$179.4 - $232.01 $79.3K - $103K
3.29K $604K
IRM
Iron Mountain Inc

Real Estate
-1.18K
- 12.06%
$101.62 - $128.14 $120K - $151K
8.61K $904K
GPC
Genuine Parts CO

Consumer Cyclical
-1K
- 16.98%
$113.11 - $143.63 $113K - $144K
4.9K $572K
IWX
Ishares Tr Russell 200 Value E

ETFs
-2.52K
- 10.78%
$78.25 - $85.17 $197K - $215K
20.9K $1.65M
TMUS
T Mobile Us, Inc.

Communication Services
-1.4K
- 33.98%
$206.1 - $246.94 $288K - $345K
2.72K $599K
Activity Summary
Buys All Purchases 583 New Holdings 96 Increased Positions 487 Sells All Sells 228 Reductions 228 Sold out 0 Options Calls 1 Puts 0
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