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
WRB
Berkley W R Corp

Financial Services
148
+ 3.55%
$56.48 - $64.94 $8.36K - $9.61K
4.32K $252K
PCG
Pg&E Corp

Utilities
402
+ 2.39%
$19.2 - $21.63 $7.72K - $8.7K
17.2K $346K
SNX
Td Synnex Corp

Technology
172
+ 9.76%
$114.71 - $125.79 $19.7K - $21.6K
1.93K $226K
EOG
Eog Resources Inc

Energy
113
+ 6.15%
$118.22 - $136.54 $13.4K - $15.4K
1.95K $239K
VDC
Vanguard Consumer Staples ETF

ETFs
126
+ 6.7%
$210.96 - $223.62 $26.6K - $28.2K
2.01K $424K
RE
Everest Re Group LTD

Financial Services
37
+ 5.93%
N/A
661 $245K
PSX
Phillips 66

Energy
721
+ 18.12%
$110.35 - $138.93 $79.6K - $100K
4.7K $535K
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
349
+ 7.32%
$51.54 - $52.55 $18K - $18.3K
5.12K $264K
FMB
First Tr Exchange Traded Fd Ii

ETFs
386
+ 5.18%
$50.62 - $52.07 $19.5K - $20.1K
7.84K $399K
CTVA
Corteva, Inc.

Basic Materials
323
+ 7.34%
$55.21 - $64.13 $17.8K - $20.7K
4.73K $269K
DOX
Amdocs LTD

Technology
194
+ 7.49%
$82.94 - $92.86 $16.1K - $18K
2.78K $236K
GBDC
Golub Capital Bdc, Inc.

Financial Services
618
+ 3.95%
$14.69 - $15.67 $9.08K - $9.68K
16.3K $246K
RYLD
Global X Fds Russell 2000 Cove

ETFs
351
+ 1.27%
$15.97 - $16.79 $5.61K - $5.89K
28K $457K
UL
Unilever PLC

Consumer Defensive
1.06K
+ 17.6%
$56.7 - $64.64 $60K - $68.4K
7.07K $400K
TY
Tri Continental Corp

Financial Services
732
+ 6.99%
$31.01 - $34.67 $22.7K - $25.4K
11.2K $354K
PMAY
Innovator Etfs Tr S&P 500 Pwr

ETFs
54
+ 0.58%
$35.07 - $36.08 $1.89K - $1.95K
9.45K $339K
FTHI
First Trust Exchange Traded Fd

ETFs
239
+ 1.96%
$22.89 - $24.02 $5.47K - $5.74K
12.4K $288K
TTE
Total Energies Se

Energy
107
+ 1.83%
N/A
5.97K $409K
AZZ
Azz Inc

Industrials
101
+ 3.64%
$75.86 - $96.0 $7.66K - $9.7K
2.88K $235K
STLG
Ishares Factors Us Growth Styl

ETFs
135
+ 0.82%
N/A
16.5K $831K
VLUE
Ishares Msci Usa Value Factor

ETFs
528
+ 3.48%
$104.01 - $115.38 $54.9K - $60.9K
15.7K $1.66M
CHCO
City Holding CO

Financial Services
13
+ 0.68%
$113.37 - $134.35 $1.47K - $1.75K
1.94K $229K
LEN
Lennar Corp

Consumer Cyclical
480
+ 39.54%
$136.2 - $188.96 $65.4K - $90.7K
1.69K $231K
ARW
Arrow Electronics Inc

Technology
343
+ 18.95%
$112.44 - $137.23 $38.6K - $47.1K
2.15K $243K
AMRN
Amarin Corp Plcuk

Healthcare
5.66K
+ 54.95%
$0.44 - $0.63 $2.49K - $3.57K
16K $7K
BP
Bp PLC

Energy
676
+ 6.22%
$28.16 - $33.14 $19K - $22.4K
11.5K $341K
Linde PLC
29
+ 0.65%
N/A
4.51K $0
OAIM
Unified Ser Tr Oneascent Intl
148
+ 1.7%
N/A
8.84K $0
STAG
Stag Industrial, Inc.

Real Estate
1.54K
+ 15.66%
$33.22 - $39.1 $51.3K - $60.4K
11.4K $385K
Blackrock ETF Trust Ii
73.8K
+ 14.21%
N/A
593K $0
Grayscale Ethereum Trust ETF
18.5K
+ 84.46%
N/A
40.4K $0
Two Rds Shared Tr
953K
+ 2047.48%
N/A
999K $0
Direxion Shs ETF Tr
8.95K
+ 5.13%
N/A
183K $0
Trust For Professional Manag
2.58K
+ 21.31%
N/A
14.7K $0
Doubleline ETF Trust
80.2K
+ 15.01%
N/A
615K $0
Doubleline ETF Trust
73.5K
+ 173.21%
N/A
116K $0
Brookfield Corp
915
+ 3.93%
N/A
24.2K $0
Brookfield Asset Managmt LTD
5K
+ 75.08%
N/A
11.7K $0
Atlanta Braves Hldgs Inc
645
+ 12.03%
N/A
6.01K $0
Doubleline ETF Trust
6.05K
+ 6.05%
N/A
106K $0
Gsk PLC
1.6K
+ 15.76%
N/A
11.7K $0
Sila Realty Trust Inc
750
+ 8.23%
N/A
9.86K $0
Reddit Inc
155
+ 3.0%
N/A
5.33K $0
PNOV
Innovator U.S. Equity Power Bu
7.81K
+ 33.62%
N/A
31.1K $0
J P Morgan Exchange Traded F
5.48K
+ 24.1%
N/A
28.2K $0
Innovator Etfs Trust
5.42K
+ 56.19%
N/A
15.1K $0
Innovator Etfs Trust
378
+ 3.58%
N/A
10.9K $0
CLTL
Invesco ETF Tr Ii Treas Collat

ETFs
5.97K
+ 75.26%
N/A
13.9K $0
Ishares Bitcoin Trust ETF
44.8K
+ 17.73%
N/A
298K $0
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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