Foundations Investment Advisors, LLC Incresed Positions in Q4 2024

Foundations Investment Advisors, LLC

  • $4.87 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
MTUM
Ishares Msci Usa Momentum Fact

ETFs
160K
+ 245.58%
$201.32 - $217.44 $32.2M - $34.8M
225K $46.6M
QQQ
Invesco Qqq Trust, Series 1

ETFs
30.6K
+ 18.5%
$481.22 - $538.17 $14.7M - $16.5M
196K $100M
NVDA
Nvidia Corp

Technology
59.9K
+ 11.31%
$117.0 - $148.88 $7.01M - $8.92M
590K $79.2M
SPY
Spdr S&P 500 ETF Trust

ETFs
21.2K
+ 11.01%
$567.81 - $607.81 $12.1M - $12.9M
214K $125M
VUG
Vanguard Growth ETF

ETFs
30.7K
+ 44.7%
$378.79 - $428.11 $11.6M - $13.2M
99.4K $40.8M
XLC
Select Sector Spdr Tr Communic

ETFs
87.2K
+ 12.91%
$89.66 - $102.16 $7.82M - $8.9M
762K $73.8M
EFG
Msci Eafe Growth ETF

ETFs
205K
+ 30.35%
$96.83 - $106.88 $19.9M - $21.9M
881K $85.4M
AMZN
Amazon Com Inc

Consumer Cyclical
27.9K
+ 15.13%
$180.88 - $232.93 $5.05M - $6.51M
213K $46.6M
AAPL
Apple Inc.

Technology
21.5K
+ 6.3%
$221.69 - $259.02 $4.77M - $5.57M
363K $90.9M
MDYG
Spdr S&P 400 Mid Cap Growth Et

ETFs
128K
+ 2181.78%
$86.65 - $94.9 $11.1M - $12.1M
134K $11.6M
MSFT
Microsoft Corp

Technology
27.8K
+ 19.4%
$406.35 - $454.46 $11.3M - $12.6M
171K $72M
IVW
Ishares S&P 500 Growth ETF

ETFs
14.9K
+ 1.04%
$94.43 - $105.47 $1.41M - $1.57M
1.44M $147M
XLK
Technology Sector Spdr

ETFs
32.9K
+ 13.65%
$220.26 - $241.44 $7.24M - $7.94M
274K $63.6M
IVV
Ishares Core S&P 500 ETF

ETFs
11.1K
+ 4.89%
$570.51 - $610.59 $6.31M - $6.76M
237K $140M
IWM
Ishares Russell 2000 ETF

ETFs
38.2K
+ 169.59%
$216.13 - $242.4 $8.25M - $9.25M
60.7K $13.4M
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
32.8K
+ 20.79%
$238.25 - $261.28 $7.82M - $8.58M
191K $46.2M
XLF
Financial Sector Spdr

ETFs
98.4K
+ 12.31%
$44.89 - $51.34 $4.42M - $5.05M
898K $43.4M
IVE
Ishares S&P 500 Value ETF

ETFs
52K
+ 11.79%
$189.5 - $206.17 $9.86M - $10.7M
493K $94.2M
ITOT
Ishares Core S&P Total U.S. St

ETFs
53.3K
+ 538.88%
$124.26 - $134.12 $6.63M - $7.16M
63.2K $8.14M
JPM
Jpmorgan Chase & CO

Financial Services
15K
+ 13.2%
$205.18 - $250.29 $3.07M - $3.75M
128K $30.8M
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
134K
+ 20.21%
$56.06 - $61.35 $7.52M - $8.23M
798K $45.1M
BUFR
First Tr Ex Td Viii Ft Cboe Ve

ETFs
207K
+ 34.87%
$29.73 - $30.81 $6.14M - $6.37M
799K $24.3M
XMMO
Invesco Exchange Traded Fd Tr

ETFs
48K
+ 28.48%
$119.61 - $136.3 $5.74M - $6.54M
216K $26.7M
C
Citigroup Inc

Financial Services
58.2K
+ 22.26%
$61.31 - $72.5 $3.57M - $4.22M
320K $22.5M
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
50K
+ 2.62%
$49.03 - $53.35 $2.45M - $2.67M
1.96M $101M
IWO
Ishares Russell 2000 Gwt ETF

ETFs
19.5K
+ 1376.81%
$278.19 - $315.36 $5.43M - $6.16M
21K $6.03M
TSLA
Tesla, Inc.

Consumer Cyclical
1.41K
+ 4.06%
$213.65 - $479.86 $301K - $675K
36.1K $14.6M
VTV
Vanguard Value ETF

ETFs
32.4K
+ 128.5%
$168.32 - $181.87 $5.45M - $5.89M
57.6K $9.75M
BKLN
Invesco ETF Tr Ii Sr Ln ETF

ETFs
238K
+ 57.04%
$20.98 - $21.19 $4.99M - $5.04M
655K $13.8M
QUAL
Ishares Msci Usa Quality Facto

ETFs
32.6K
+ 4.93%
$176.42 - $186.91 $5.75M - $6.09M
693K $123M
ORCL
Oracle Corp

Technology
32.7K
+ 24.81%
$165.41 - $192.43 $5.41M - $6.3M
165K $27.4M
GBTC
Grayscale Bitcoin Trust (Btc)

ETFs
29.4K
+ 25.68%
$47.29 - $84.74 $1.39M - $2.49M
144K $10.7M
SSO
Proshares Ultra S&P 500

ETFs
52.1K
+ 312.28%
$87.92 - $99.73 $4.58M - $5.19M
68.8K $6.36M
XLY
Select Sector Spdr Consumer Di

ETFs
18.5K
+ 76.39%
$194.8 - $239.43 $3.61M - $4.44M
42.8K $9.6M
V
Visa Inc.

Financial Services
7.72K
+ 15.45%
$273.87 - $320.91 $2.12M - $2.48M
57.7K $18.2M
HYDB
Ishares Tr Edge High Yield Def

ETFs
92.2K
+ 893.57%
$46.68 - $47.95 $4.31M - $4.42M
103K $4.82M
MMM
3 M CO

Industrials
33.2K
+ 792.3%
$124.74 - $137.12 $4.15M - $4.56M
37.4K $4.83M
LNG
Cheniere Energy, Inc.

Energy
10.2K
+ 17.53%
$181.07 - $225.92 $1.85M - $2.31M
68.7K $14.8M
CAPE
Barclays Bank PLC

ETFs
139K
+ 99.06%
$29.04 - $32.05 $4.04M - $4.45M
279K $8.37M
META
Meta Platforms, Inc.

Communication Services
5.63K
+ 10.98%
$554.08 - $632.68 $3.12M - $3.56M
56.9K $33.5M
AVGO
Broadcom Inc.

Technology
11.4K
+ 43.93%
$159.67 - $250.0 $1.82M - $2.85M
37.3K $8.65M
MCK
Mckesson Corp

Healthcare
4.32K
+ 21.28%
$482.27 - $628.5 $2.08M - $2.72M
24.6K $14M
GS
Goldman Sachs Group Inc

Financial Services
6.51K
+ 360.92%
$486.1 - $608.57 $3.16M - $3.96M
8.32K $4.76M
MA
Mastercard Inc

Financial Services
5.17K
+ 20.34%
$491.3 - $536.15 $2.54M - $2.77M
30.6K $16.1M
AESR
Two Rds Shared Tranfield Us Eq

ETFs
124K
+ 2.56%
$16.85 - $18.09 $2.09M - $2.24M
4.96M $85.7M
CRM
Salesforce, Inc.

Technology
4.75K
+ 14.98%
$270.87 - $367.87 $1.29M - $1.75M
36.5K $12.2M
RWJ
Invesco Exchange Traded Fd Tr

ETFs
74.6K
+ 228.62%
$44.2 - $49.46 $3.3M - $3.69M
107K $4.91M
MBB
Ishares Tr

ETFs
51.5K
+ 16.17%
$91.26 - $95.82 $4.7M - $4.94M
370K $33.9M
GLD
Spdr Gold Trust

ETFs
14.7K
+ 5.69%
$236.59 - $257.5 $3.48M - $3.78M
273K $66.1M
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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