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
USIG
Ishares Tr Broad Usd Inbd Etfv

ETFs
-3.6K
- 16.04%
$50.14 - $52.56 $181K - $189K
18.9K $948K
EIX
Edison International

Utilities
-1.95K
- 20.44%
$77.93 - $88.36 $152K - $172K
7.6K $606K
ODFL
Old Dominion Freight Line, Inc.

Industrials
-98
- 1.09%
$176.4 - $231.84 $17.3K - $22.7K
8.86K $1.56M
BBY
Best Buy CO Inc

Consumer Cyclical
-1.04K
- 15.32%
$85.2 - $101.35 $88.2K - $105K
5.72K $491K
URI
United Rentals, Inc.

Industrials
-162
- 18.45%
$704.44 - $880.32 $114K - $143K
716 $504K
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
-1.81K
- 2.96%
$45.17 - $47.23 $81.6K - $85.3K
59.2K $2.69M
LHX
L3 Harris Technologies, Inc.

Industrials
-576
- 21.65%
$208.94 - $264.22 $120K - $152K
2.08K $438K
IWS
Ishares Russell Midcap Value E

ETFs
-1.19K
- 13.81%
$128.08 - $140.32 $153K - $168K
7.45K $963K
UBER
Uber Technologies, Inc

Technology
-884
- 10.53%
$59.93 - $86.34 $53K - $76.3K
7.51K $452K
ABC
Amerisourcebergen Corp

Healthcare
-935
- 17.68%
N/A
4.35K $805K
IDEV
Ishares Core Msci Intl Develop

ETFs
-1.84K
- 25.83%
$64.18 - $70.42 $118K - $130K
5.28K $340K
PHB
Invesco Fd Tr Ii Fundamental H

ETFs
-399
- 0.12%
$18.04 - $18.54 $7.2K - $7.4K
338K $6.11M
PLD
Prologis, Inc.

Real Estate
-739
- 19.81%
$101.4 - $126.96 $74.9K - $93.8K
2.99K $316K
AVUV
American Centy ETF Tr Avantis

ETFs
-1.53K
- 32.8%
$94.37 - $106.41 $145K - $163K
3.14K $303K
CVS
Cvs Health Corp

Healthcare
-15
- 0.19%
$43.78 - $67.46 $657 - $1.01K
7.96K $357K
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-778
- 1.98%
$38.37 - $42.82 $29.9K - $33.3K
38.5K $1.48M
MU
Micron Technology Inc

Technology
-165
- 2.5%
$84.16 - $113.41 $13.9K - $18.7K
6.42K $540K
VGLT
Vanguard Long Term Treasury Et

ETFs
-1.09K
- 8.74%
$55.1 - $61.74 $60.1K - $67.3K
11.4K $630K
UAUG
Innovator U.S. Equity Ultra Bu

ETFs
-4.05K
- 25.51%
$34.78 - $35.99 $141K - $146K
11.8K $419K
PJUN
Innovator U.S. Equity Power Bu

ETFs
-3.86K
- 30.53%
$36.63 - $37.8 $141K - $146K
8.77K $329K
DEO
Diageo PLC

Consumer Defensive
-291
- 3.9%
$118.0 - $139.88 $34.3K - $40.7K
7.17K $912K
SPHY
Spdr Ser Tr Spdr Portfolio Hig

ETFs
-2.84K
- 2.53%
$23.29 - $23.93 $66.1K - $68K
109K $2.56M
TGT
Target Corp

Consumer Defensive
-242
- 5.22%
$121.59 - $160.69 $29.4K - $38.9K
4.4K $594K
O
Realty Income Corp

Real Estate
-644
- 7.22%
$51.76 - $64.71 $33.3K - $41.7K
8.28K $442K
EQWL
Invesco Exchange Traded Fd Tr

ETFs
-1.16K
- 14.34%
$101.22 - $107.72 $118K - $125K
6.94K $709K
F
Ford Motor CO

Consumer Cyclical
-4.2K
- 4.37%
$9.69 - $11.4 $40.7K - $47.9K
92K $910K
VUSE
ETF Ser Solutions

ETFs
-1.82K
- 32.62%
$56.9 - $62.14 $104K - $113K
3.77K $220K
DVY
Ishares Tr

ETFs
-235
- 1.38%
$129.55 - $143.41 $30.4K - $33.7K
16.8K $2.2M
HII
Huntington Ingalls Industries, Inc.

Industrials
-30
- 2.57%
$184.96 - $264.65 $5.55K - $7.94K
1.14K $214K
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
-734
- 11.19%
$60.13 - $67.31 $44.1K - $49.4K
5.82K $353K
FTC
First Tr Lge Cap Growth

ETFs
-787
- 26.1%
$130.13 - $149.09 $102K - $117K
2.23K $306K
FANG
Diamondback Energy, Inc.

Energy
-237
- 4.58%
$153.06 - $199.5 $36.3K - $47.3K
4.94K $809K
ADM
Archer Daniels Midland CO

Consumer Defensive
-727
- 15.09%
$49.38 - $59.52 $35.9K - $43.3K
4.09K $206K
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
-752
- 10.8%
$74.5 - $78.37 $56K - $58.9K
6.21K $464K
XYL
Xylem Inc.

Industrials
-22
- 0.54%
$116.02 - $137.45 $2.55K - $3.02K
4.04K $468K
IWR
Ishares Russell Mid Cap ETF

ETFs
-827
- 8.97%
$87.25 - $95.52 $72.2K - $79K
8.4K $742K
NXPI
Nxp Semiconductors N.V.

Technology
-31
- 1.6%
$207.27 - $255.58 $6.43K - $7.92K
1.91K $396K
XLB
Select Sector Spdr Fd Material

ETFs
-375
- 12.7%
$83.8 - $97.58 $31.4K - $36.6K
2.58K $216K
ECL
Ecolab Inc.

Basic Materials
-145
- 8.88%
$234.32 - $261.43 $34K - $37.9K
1.49K $348K
ZTS
Zoetis Inc.

Healthcare
-85
- 5.07%
$162.24 - $194.42 $13.8K - $16.5K
1.59K $259K
CZR
Caesars Entertainment, Inc.

Consumer Cyclical
-19
- 0.27%
$32.82 - $45.55 $624 - $865
7.12K $237K
CHKP
Check Point Software Technologies LTD

Technology
-169
- 3.75%
$170.18 - $209.01 $28.8K - $35.3K
4.34K $810K
PEY
Invesco Exchange Traded Fd Tr

ETFs
-67
- 0.08%
$21.1 - $23.08 $1.41K - $1.55K
84.4K $1.79M
PDBC
Invesco Act Mge Et Cmdt Fd Tr

ETFs
-3.04K
- 6.99%
$12.74 - $14.23 $38.8K - $43.3K
40.5K $526K
VRTX
Vertex Pharmaceuticals Inc

Healthcare
-5
- 0.59%
$396.64 - $516.74 $1.98K - $2.58K
844 $339K
EEM
Ishares Msci Emerging Markets

ETFs
-130
- 1.07%
$41.82 - $47.36 $5.44K - $6.16K
12.1K $504K
LAMR
Lamar Advertising CO

Real Estate
-76
- 2.03%
$121.37 - $138.11 $9.22K - $10.5K
3.67K $446K
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
-92
- 2.92%
$209.89 - $233.24 $19.3K - $21.5K
3.06K $650K
XMHQ
Invesco Exchange Traded Fd Tr

ETFs
-395
- 11.21%
$98.47 - $109.35 $38.9K - $43.2K
3.13K $308K
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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