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
FDLO
Fidelity Covington Tr Low Vola

ETFs
9K
New
$56.38 - $61.35 $507K - $552K
9K $552K
OEF
Ishares S&P 100 ETF

ETFs
1.9K
+ 7.37%
$266.03 - $266.03 $504K - $504K
27.6K $7.35M
PAUG
Innovator U.S. Equity Power Bu

ETFs
13.8K
+ 76.77%
$35.57 - $37.86 $492K - $523K
31.8K $1.2M
FLBL
Franklin Templeton ETF Tr Libe

ETFs
23.4K
+ 14.45%
$24.05 - $24.42 $563K - $572K
185K $4.5M
AAAU
Goldman Sachs Physical Gold ETF

ETFs
10.8K
+ 12.51%
$23.06 - $26.41 $248K - $284K
96.9K $2.52M
USIG
Ishares Tr Broad Usd Inbd Etfv

ETFs
9.23K
+ 69.77%
$49.82 - $52.8 $460K - $488K
22.5K $1.18M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
9.7K
+ 14.34%
$50.25 - $50.74 $487K - $492K
77.3K $3.92M
IDEV
Ishares Core Msci Intl Develop

ETFs
7.12K
New
$63.46 - $71.43 $452K - $509K
7.12K $504K
K
Kellogg CO

Consumer Defensive
6.04K
New
$56.19 - $80.81 $339K - $488K
6.04K $487K
UITB
Usaa ETF Tr Core Intermediate

ETFs
9.54K
+ 69.86%
$45.71 - $48.29 $436K - $461K
23.2K $1.11M
VIOO
Vanguard S&P Small Cap 600 ETF

ETFs
3.51K
+ 40.86%
$97.19 - $109.09 $341K - $382K
12.1K $1.31M
BIZD
Vaneck Vectors ETF Tr Bdc Inco

ETFs
35.4K
+ 15.15%
$15.5 - $16.99 $549K - $602K
269K $4.46M
ENB
Enbridge Inc

Energy
5.98K
+ 14.33%
$35.27 - $41.18 $211K - $246K
47.7K $1.94M
FSLR
First Solar, Inc.

Technology
1.77K
New
$205.36 - $255.78 $363K - $452K
1.77K $441K
SGOL
Abrdn Gold ETF Trust

ETFs
11.6K
+ 24.57%
$22.26 - $25.51 $258K - $296K
58.8K $1.48M
FIXD
First Tr ETF Viii Tcw Opportun

ETFs
7.1K
+ 14.96%
$42.87 - $45.76 $304K - $325K
54.6K $2.47M
LGLV
Spdr Ssga Us Large Cap Low Vol

ETFs
1.54K
+ 15.99%
$151.63 - $169.74 $233K - $261K
11.1K $1.88M
ICOW
Pacer Fds Tr Devel Mrkts Intl

ETFs
9.64K
+ 11.12%
$29.08 - $31.84 $280K - $307K
96.3K $3.05M
PHB
Invesco Fd Tr Ii Fundamental H

ETFs
12.2K
+ 3.72%
$17.93 - $18.61 $218K - $226K
339K $6.28M
OHI
Omega Healthcare Investors Inc

Real Estate
7.76K
+ 52.06%
$33.55 - $41.29 $260K - $320K
22.7K $921K
IP
International Paper CO

Consumer Cyclical
8.42K
New
$42.55 - $49.98 $358K - $421K
8.42K $411K
SCHQ
Schwab Strategic Tr Long Term

ETFs
10.6K
+ 67.89%
$32.17 - $35.98 $340K - $381K
26.2K $915K
IJT
Ishares S&P Small Cap 600 Grow

ETFs
2.05K
+ 20.63%
$127.29 - $141.5 $261K - $290K
12K $1.67M
WEC
Wec Energy Group, Inc.

Utilities
2.31K
+ 24.43%
$77.68 - $96.19 $179K - $222K
11.8K $1.13M
GE
General Electric CO

Industrials
513
+ 5.21%
$156.66 - $189.66 $80.4K - $97.3K
10.4K $1.95M
IWS
Ishares Russell Midcap Value E

ETFs
2.37K
+ 37.8%
$119.52 - $132.25 $284K - $314K
8.65K $1.14M
STAG
Stag Industrial, Inc.

Real Estate
9.86K
New
$35.42 - $40.98 $349K - $404K
9.86K $385K
KMI
Kinder Morgan, Inc.

Energy
14.6K
+ 52.29%
$19.72 - $22.22 $288K - $324K
42.5K $938K
PMAR
Innovator U.S. Equity Power Bu

ETFs
8.87K
+ 37.01%
$36.89 - $39.25 $327K - $348K
32.8K $1.29M
DFAS
Dimensional ETF Tr U S Small C

ETFs
3.59K
+ 12.05%
$59.25 - $65.33 $213K - $234K
33.4K $2.16M
DFIC
Dimensional ETF Tr Dimensional

ETFs
10.6K
+ 25.12%
$25.36 - $28.37 $268K - $299K
52.6K $1.48M
GIS
General Mills Inc

Consumer Defensive
3.3K
+ 27.95%
$62.5 - $75.15 $206K - $248K
15.1K $1.12M
GTO
Invesco Actively Managed ETF T

ETFs
7.62K
New
$46.22 - $48.77 $352K - $372K
7.62K $367K
CEG
Constellation Energy Corp

Utilities
687
+ 21.98%
$167.08 - $262.86 $115K - $181K
3.81K $991K
XMHQ
Invesco Exchange Traded Fd Tr

ETFs
3.53K
New
$94.31 - $103.26 $332K - $364K
3.53K $361K
OUNZ
Van Eck Merk Gold Trust

ETFs
12.5K
+ 88.2%
$22.51 - $25.83 $280K - $322K
26.6K $674K
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
7.8K
New
$41.02 - $46.01 $320K - $359K
7.8K $354K
GLDM
World Gold Trust

ETFs
2.51K
+ 7.01%
$46.2 - $53.01 $116K - $133K
38.3K $2M
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
8.81K
+ 54.75%
$31.05 - $34.29 $274K - $302K
24.9K $854K
EYLD
Cambria ETF Tr Emerging Shareh

ETFs
9.34K
New
$31.25 - $35.38 $292K - $330K
9.34K $323K
TT
Trane Technologies PLC

Industrials
707
+ 93.64%
$314.21 - $388.71 $222K - $275K
1.46K $568K
VUSE
ETF Ser Solutions

ETFs
5.59K
New
$51.81 - $57.32 $290K - $320K
5.59K $320K
XTJL
Innovator Etfs Tr Us Equity Ac
8.46K
+ 32.75%
$29.99 - $32.91 $254K - $278K
34.3K $1.13M
ADBE
Adobe Inc.

Technology
2.44K
+ 9.73%
$508.13 - $586.55 $1.24M - $1.43M
27.5K $14.2M
STLG
Ishares Factors Us Growth Styl

ETFs
6.47K
+ 65.13%
$47.04 - $54.35 $304K - $352K
16.4K $825K
PECO
Phillips Edison & Company, Inc.

Real Estate
8.15K
New
$32.1 - $38.93 $262K - $317K
8.15K $307K
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
5.84K
+ 140.85%
$49.93 - $51.15 $291K - $299K
9.98K $510K
TXN
Texas Instruments Inc

Technology
1.53K
+ 30.98%
$194.6 - $194.6 $298K - $298K
6.47K $1.26M
CZR
Caesars Entertainment, Inc.

Consumer Cyclical
7.14K
New
$33.2 - $41.73 $237K - $298K
7.14K $297K
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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