Foundations Investment Advisors, LLC Purchases in Q3 2024

Foundations Investment Advisors, LLC

  • $4.46 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
TJX
Tjx Companies Inc

Consumer Cyclical
42.7K
+ 1283.81%
$107.93 - $120.23 $4.61M - $5.13M
46K $5.41M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
6.82K
+ 14.2%
$475.2 - $527.7 $3.24M - $3.6M
54.9K $29M
ZROZ
Pimco ETF Tr 25+ Yr Zero Cpn U

ETFs
58.3K
+ 1219.14%
$72.41 - $86.76 $4.22M - $5.06M
63.1K $5.2M
JPM
Jpmorgan Chase & CO

Financial Services
18.2K
+ 19.11%
$194.9 - $224.8 $3.54M - $4.09M
113K $23.9M
AVUS
American Centy ETF Tr Avantis

ETFs
43.3K
+ 55.6%
$86.27 - $95.15 $3.74M - $4.12M
121K $11.5M
PAPR
Innovator U.S. Equity Power Bu

ETFs
124K
+ 582.43%
$33.61 - $35.94 $4.17M - $4.46M
145K $5.22M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
81.9K
+ 257.04%
$48.51 - $52.86 $3.97M - $4.33M
114K $6.02M
SO
Southern CO

Utilities
39.8K
+ 61.14%
$77.0 - $90.52 $3.07M - $3.61M
105K $9.47M
BKLN
Invesco ETF Tr Ii Sr Ln ETF

ETFs
201K
+ 92.9%
$20.69 - $21.17 $4.16M - $4.25M
417K $8.77M
SDVY
First Tr ETF Vi Smid Cap Risin

ETFs
110K
+ 166.21%
$32.65 - $36.69 $3.59M - $4.03M
176K $6.41M
SCHX
Schwab Strategic Tr Us Large C

ETFs
51K
+ 25.92%
$61.11 - $67.85 $3.11M - $3.46M
248K $16.8M
SCHG
Schwab Strategic Tr Us Large C

ETFs
38.1K
+ 83.14%
$92.63 - $105.69 $3.53M - $4.03M
83.9K $8.74M
XAR
Spdr S&P Aerospace & Defense E

ETFs
24.9K
+ 416.06%
$139.03 - $157.34 $3.46M - $3.91M
30.9K $4.85M
HD
Home Depot, Inc.

Consumer Cyclical
8.08K
+ 66.63%
$333.64 - $405.2 $2.69M - $3.27M
20.2K $8.18M
MSTR
Microstrategy Inc

Technology
109K
+ 915.19%
$114.3 - $1800.09 $12.5M - $196M
121K $20.4M
RDVY
First Trust Rising Dividend Ac

ETFs
50K
+ 21.78%
$53.68 - $59.24 $2.68M - $2.96M
279K $16.5M
BALT
Innovator Etfs Tr
126K
+ 136.45%
$29.76 - $30.83 $3.76M - $3.9M
219K $6.75M
ADFI
Two Rds Shared Tr Anfield Dyna

ETFs
293K
+ 6.3%
$8.45 - $8.86 $2.48M - $2.6M
4.95M $43.4M
STOT
Spdr Doubleline Short Duration

ETFs
78.4K
+ 453.96%
$46.63 - $47.52 $3.66M - $3.73M
95.7K $4.54M
TLT
Ishares Barclays 20+ Year Trea

ETFs
12.8K
+ 3.49%
$89.91 - $101.33 $1.15M - $1.29M
378K $37.1M
ACN
Accenture PLC

Technology
155
+ 0.23%
$295.44 - $355.81 $45.8K - $55.2K
68.9K $24.4M
AINV
Apollo Investment Corp

Financial Services
312K
New
N/A
312K $3.46M
SCHA
Schwab Strategic Tr Us Small C

ETFs
32.8K
+ 7.71%
$46.9 - $51.96 $1.54M - $1.7M
457K $23.6M
IWM
Ishares Russell 2000 ETF

ETFs
13.1K
+ 140.06%
$200.87 - $224.6 $2.64M - $2.95M
22.5K $4.97M
MBB
Ishares Tr

ETFs
19.1K
+ 6.39%
$90.85 - $96.66 $1.74M - $1.85M
319K $30.5M
VTI
Vanguard Total Stock Market Et

ETFs
6.25K
+ 8.67%
$255.18 - $283.2 $1.59M - $1.77M
78.4K $22.2M
RSP
Invesco S&P 500 Equal Weight E

ETFs
15.4K
+ 428.43%
$162.83 - $179.16 $2.51M - $2.76M
19K $3.41M
CAPE
Barclays Bank PLC

ETFs
88.8K
+ 172.16%
$27.05 - $29.64 $2.4M - $2.63M
140K $4.15M
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
39.4K
+ 594.11%
$61.47 - $67.36 $2.42M - $2.65M
46K $3.1M
NOBL
Proshares S&P 500 Dividend Ari

ETFs
22.4K
+ 103.26%
$95.1 - $106.76 $2.13M - $2.39M
44.1K $4.7M
FBND
Fidelity Merrimack Str Tr Tota

ETFs
48.7K
+ 26.95%
$44.65 - $47.21 $2.17M - $2.3M
229K $10.7M
MA
Mastercard Inc

Financial Services
2.82K
+ 12.46%
$429.6 - $500.99 $1.21M - $1.41M
25.4K $12.6M
LMT
Lockheed Martin Corp

Industrials
1.02K
+ 6.08%
$460.3 - $584.56 $467K - $593K
17.7K $10.3M
TSLA
Tesla, Inc.

Consumer Cyclical
1.58K
+ 4.76%
$191.76 - $263.26 $302K - $415K
34.7K $9.08M
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
27.5K
+ 77.09%
$75.88 - $83.21 $2.08M - $2.29M
63.1K $5.25M
DTD
Wisdomtree Tr U.S Total Divide

ETFs
28.8K
+ 85.06%
$70.02 - $76.68 $2.02M - $2.21M
62.7K $4.8M
V
Visa Inc.

Financial Services
6.61K
+ 15.22%
$253.74 - $291.56 $1.68M - $1.93M
50K $13.7M
SPBO
Spdr Ser Tr Spdr Portfolio Cor

ETFs
77.5K
+ 909.07%
$28.45 - $30.18 $2.21M - $2.34M
86.1K $2.58M
SPHY
Spdr Ser Tr Spdr Portfolio Hig

ETFs
95.6K
+ 576.93%
$23.04 - $24.06 $2.2M - $2.3M
112K $2.7M
AVSC
American Centy ETF Tr Avantis
32K
+ 24.88%
$49.07 - $56.13 $1.57M - $1.8M
161K $8.68M
SLV
I Shares Silver Trust

ETFs
55.3K
+ 15.53%
$24.33 - $29.38 $1.35M - $1.63M
412K $11.7M
QQQM
Invesco Exchange Traded Fd Tr

ETFs
10K
+ 36.18%
$178.94 - $207.0 $1.79M - $2.07M
37.6K $7.56M
AOR
Ishares Tr Core Growth Allocat

ETFs
24.4K
+ 13.53%
$55.15 - $59.31 $1.34M - $1.44M
204K $12.1M
AOM
Ishares Tr Core Moderate Alloc

ETFs
30.9K
+ 11.3%
$42.66 - $45.18 $1.32M - $1.39M
304K $13.7M
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
27.3K
New
$64.57 - $71.76 $1.76M - $1.96M
27.3K $1.96M
SPGP
Invesco Exchange Traded Fd Tr

ETFs
18.2K
New
$96.3 - $106.49 $1.75M - $1.93M
18.2K $1.9M
AMZN
Amazon Com Inc

Consumer Cyclical
16.4K
+ 9.75%
$161.02 - $200.0 $2.64M - $3.28M
185K $34.4M
BX
Blackstone Inc.

Financial Services
4.94K
+ 13.24%
$120.77 - $159.66 $596K - $788K
42.2K $6.46M
C
Citigroup Inc

Financial Services
32.2K
+ 14.05%
$56.11 - $67.61 $1.81M - $2.18M
261K $16.4M
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
Track This Portfolio

Track Foundations Investment Advisors, LLC Portfolio

Follow Foundations Investment Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Foundations Investment Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Foundations Investment Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email