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
MGK
Vanguard Mega Cap Growth ETF

ETFs
5.63K
+ 9.3%
$316.94 - $357.88 $1.79M - $2.02M
66.2K $22.7M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
24.6K
+ 68.16%
$126.68 - $134.74 $3.12M - $3.32M
60.8K $7.75M
XLI
Industrial Sector Spdr

ETFs
26.4K
+ 17.29%
$131.76 - $143.99 $3.47M - $3.79M
179K $23.6M
PLTR
Palantir Technologies Inc.

Technology
6.81K
+ 10.98%
$36.46 - $82.38 $248K - $561K
68.8K $5.2M
VTI
Vanguard Total Stock Market Et

ETFs
8.18K
+ 10.44%
$280.04 - $302.45 $2.29M - $2.47M
86.5K $25.1M
VIG
Vanguard Dividend Appreciation

ETFs
15.8K
+ 140.47%
N/A
27.1K $4.94M
FLRT
Pacer Fds Tr Pacific Asset Flt

ETFs
57.2K
+ 7.01%
$47.5 - $47.86 $2.72M - $2.74M
874K $41.5M
CWB
Spdr Bloomberg Convertible Sec

ETFs
35.1K
+ 502.25%
$76.21 - $82.24 $2.67M - $2.88M
42K $3.27M
IMCG
Ishare Morningstar Mid Cap Gro

ETFs
35.2K
+ 1240.6%
$72.18 - $81.41 $2.54M - $2.86M
38K $2.87M
MS
Morgan Stanley

Financial Services
10.6K
+ 17.21%
$104.42 - $134.99 $1.1M - $1.43M
71.9K $9.04M
COIN
Coinbase Global, Inc.

Technology
9.05K
+ 197.96%
$163.17 - $343.62 $1.48M - $3.11M
13.6K $3.38M
IAU
Ishares Gold Trust

ETFs
53.7K
+ 9.85%
$48.37 - $52.65 $2.6M - $2.83M
599K $29.6M
PANW
Palo Alto Networks Inc

Technology
36K
+ 137.2%
$181.96 - $405.9 $6.54M - $14.6M
62.2K $11.3M
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
103K
+ 17.23%
$55.45 - $61.08 $5.72M - $6.3M
702K $38.9M
WMB
Williams Companies, Inc.

Energy
19.8K
+ 13.83%
$46.37 - $59.74 $917K - $1.18M
163K $8.81M
XLV
Select Sector Spdr Fund Health

ETFs
54.6K
+ 17.03%
$136.28 - $154.74 $7.45M - $8.45M
375K $51.7M
IEMG
Ishares Inc

ETFs
41.4K
+ 11.02%
N/A
417K $22.4M
ASML
Asml Holding Nv

Technology
7.07K
+ 36.74%
$658.43 - $872.27 $4.66M - $6.17M
26.3K $18.2M
VOE
Vanguard Mid Cap Value Index F

ETFs
13.4K
+ 523.41%
$160.89 - $176.18 $2.16M - $2.37M
16K $2.59M
IWY
Ishares Tr Russell 200 Growth

ETFs
8.3K
+ 61.19%
$216.72 - $244.71 $1.8M - $2.03M
21.9K $5.14M
CVX
Chevron Corp

Energy
16.7K
+ 13.43%
$141.15 - $162.53 $2.36M - $2.72M
141K $20.4M
BX
Blackstone Inc.

Financial Services
7.45K
+ 17.64%
$148.45 - $199.05 $1.11M - $1.48M
49.7K $8.56M
COST
Costco Wholesale Corp

Consumer Defensive
1.8K
+ 12.31%
$873.59 - $994.69 $1.58M - $1.79M
16.4K $15.1M
MO
Altria Group, Inc.

Consumer Defensive
34.4K
+ 15.36%
$49.06 - $57.74 $1.69M - $1.99M
259K $13.5M
SCHX
Schwab Strategic Tr Us Large C

ETFs
563K
+ 227.33%
$22.4 - $68.28 $12.6M - $38.4M
810K $18.8M
ICVT
Ishares Tr Convertible Bond Et

ETFs
22.5K
+ 41.53%
$83.09 - $89.28 $1.87M - $2.01M
76.8K $6.52M
SRE
Sempra Energy

Utilities
19.3K
+ 28.71%
$80.81 - $94.77 $1.56M - $1.83M
86.4K $7.58M
FBND
Fidelity Merrimack Str Tr Tota

ETFs
49.6K
+ 21.62%
$44.87 - $46.86 $2.23M - $2.32M
279K $12.5M
AOM
Ishares Tr Core Moderate Alloc

ETFs
53K
+ 17.42%
$43.44 - $45.05 $2.3M - $2.39M
357K $15.5M
ADBE
Adobe Inc.

Technology
8.51K
+ 30.94%
$437.39 - $552.96 $3.72M - $4.7M
36K $16M
XOM
Exxon Mobil Corp

Energy
39.7K
+ 15.26%
$105.51 - $125.37 $4.19M - $4.98M
300K $32.3M
BTI
British American Tobacco P.L.C.

Consumer Defensive
48.9K
+ 32.64%
$34.25 - $37.94 $1.67M - $1.85M
199K $7.22M
RTX
Raytheon Technologies Corp

Industrials
17.6K
+ 30.77%
$114.45 - $127.21 $2.01M - $2.23M
74.6K $8.63M
TT
Trane Technologies PLC

Industrials
4.73K
+ 323.53%
$369.35 - $419.14 $1.75M - $1.98M
6.19K $2.29M
EFV
Msci Eafe Value ETF

ETFs
166K
+ 11.97%
$51.78 - $57.15 $8.61M - $9.5M
1.55M $81.6M
IBM
International Business Machines Corp

Technology
7.82K
+ 25.79%
$204.9 - $238.04 $1.6M - $1.86M
38.1K $8.38M
GILD
Gilead Sciences, Inc.

Healthcare
13.4K
+ 27.02%
$83.95 - $97.9 $1.13M - $1.31M
63.1K $5.83M
VGT
Vanguard Information Technolog

ETFs
2.19K
+ 26.75%
$571.78 - $647.97 $1.25M - $1.42M
10.4K $6.44M
SLV
I Shares Silver Trust

ETFs
94.3K
+ 22.9%
$26.33 - $31.74 $2.48M - $2.99M
506K $13.3M
XLSR
Ssga Active Tr Spdr Ssga Us Se

ETFs
25.1K
+ 16.08%
$51.31 - $55.61 $1.29M - $1.4M
181K $9.69M
PG
Procter & Gamble CO

Consumer Defensive
11.1K
+ 21.22%
$161.05 - $179.7 $1.79M - $1.99M
63.3K $10.6M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
51.3K
+ 72.85%
$34.13 - $37.35 $1.75M - $1.92M
122K $4.16M
WMT
Walmart Inc.

Consumer Defensive
9.3K
+ 13.59%
$79.1 - $95.7 $736K - $890K
77.8K $7.02M
T
At&T Inc.

Communication Services
55.3K
+ 18.9%
$21.22 - $23.88 $1.17M - $1.32M
348K $7.92M
SCHG
Schwab Strategic Tr Us Large C

ETFs
282K
+ 336.53%
$25.93 - $105.3 $7.32M - $29.7M
366K $10.2M
ARCC
Ares Capital Corp

Financial Services
55.6K
+ 23.25%
$20.74 - $22.27 $1.15M - $1.24M
295K $6.45M
AOR
Ishares Tr Core Growth Allocat

ETFs
31.5K
+ 15.4%
$57.32 - $59.66 $1.8M - $1.88M
236K $13.5M
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
3.28K
+ 123.71%
$417.69 - $450.94 $1.37M - $1.48M
5.93K $2.52M
PEG
Public Service Enterprise Group Inc

Utilities
18.6K
+ 27.0%
$81.87 - $94.51 $1.52M - $1.76M
87.6K $7.4M
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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