Foundations Investment Advisors, LLC New Holdings in Q3 2024

Foundations Investment Advisors, LLC

  • $4.46 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
VRT
Vertiv Holdings CO

Industrials
172K
New
$86.66 - $86.66 $14.9M - $14.9M
172K $14.9M
SPG
Simon Property Group Inc

Real Estate
31.5K
New
$146.09 - $170.11 $4.6M - $5.35M
31.5K $5.32M
AINV
Apollo Investment Corp

Financial Services
312K
New
N/A
312K $3.46M
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
JQUA
J P Morgan ETF Tr U S Quality

ETFs
13.5K
New
$51.29 - $56.57 $693K - $764K
13.5K $763K
FLDR
Fidelity Merrimack Str Tr Low

ETFs
14.8K
New
$49.88 - $50.45 $739K - $748K
14.8K $743K
IYR
Ishares Tr

ETFs
6.88K
New
$86.93 - $103.61 $598K - $713K
6.88K $700K
HYD
Vaneck High Yield Muni ETF

ETFs
12.6K
New
$51.46 - $53.07 $650K - $671K
12.6K $670K
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
12.7K
New
$50.63 - $51.11 $645K - $652K
12.7K $650K
UAUG
Innovator U.S. Equity Ultra Bu

ETFs
15.9K
New
$33.02 - $35.03 $523K - $555K
15.9K $555K
FDLO
Fidelity Covington Tr Low Vola

ETFs
9K
New
$56.38 - $61.35 $507K - $552K
9K $552K
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
FSLR
First Solar, Inc.

Technology
1.77K
New
$205.36 - $255.78 $363K - $452K
1.77K $441K
IP
International Paper CO

Consumer Cyclical
8.42K
New
$42.55 - $49.98 $358K - $421K
8.42K $411K
STAG
Stag Industrial, Inc.

Real Estate
9.86K
New
$35.42 - $40.98 $349K - $404K
9.86K $385K
GTO
Invesco Actively Managed ETF T

ETFs
7.62K
New
$46.22 - $48.77 $352K - $372K
7.62K $367K
XMHQ
Invesco Exchange Traded Fd Tr

ETFs
3.53K
New
$94.31 - $103.26 $332K - $364K
3.53K $361K
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
7.8K
New
$41.02 - $46.01 $320K - $359K
7.8K $354K
EYLD
Cambria ETF Tr Emerging Shareh

ETFs
9.34K
New
$31.25 - $35.38 $292K - $330K
9.34K $323K
VUSE
ETF Ser Solutions

ETFs
5.59K
New
$51.81 - $57.32 $290K - $320K
5.59K $320K
PECO
Phillips Edison & Company, Inc.

Real Estate
8.15K
New
$32.1 - $38.93 $262K - $317K
8.15K $307K
CZR
Caesars Entertainment, Inc.

Consumer Cyclical
7.14K
New
$33.2 - $41.73 $237K - $298K
7.14K $297K
ADM
Archer Daniels Midland CO

Consumer Defensive
4.82K
New
$57.96 - $65.72 $279K - $317K
4.82K $287K
IUSG
Ishares Core S&P U.S Growth Et

ETFs
2.11K
New
$116.79 - $133.54 $246K - $281K
2.11K $277K
BSJS
Invesco Exc Self Ind Tr Bullet

ETFs
12.4K
New
$21.49 - $22.22 $267K - $276K
12.4K $274K
AVAV
Aero Vironment Inc

Industrials
1.35K
New
$164.14 - $204.5 $222K - $276K
1.35K $271K
AEE
Ameren Corp

Utilities
2.94K
New
$70.45 - $87.46 $207K - $257K
2.94K $257K
RL
Ralph Lauren Corp

Consumer Cyclical
1.32K
New
$158.53 - $197.61 $209K - $260K
1.32K $255K
FLEX
Flex Ltd.

Technology
7.48K
New
$28.1 - $34.0 $210K - $254K
7.48K $249K
PRGS
Progress Software Corp

Technology
3.68K
New
$53.37 - $67.37 $197K - $248K
3.68K $248K
SNY
Sanofi

Healthcare
4.3K
New
$48.54 - $58.53 $209K - $251K
4.3K $247K
VTR
Ventas, Inc.

Real Estate
3.83K
New
$50.88 - $65.33 $195K - $250K
3.83K $245K
BSJR
Invesco Indx Tr

ETFs
10.8K
New
$22.08 - $22.75 $239K - $246K
10.8K $245K
VGK
Vanguard Ftse Europe ETF Ftse

ETFs
3.43K
New
$65.06 - $71.72 $223K - $246K
3.43K $243K
SUB
Ishares Short Term National Mu

ETFs
2.29K
New
$104.3 - $106.3 $239K - $243K
2.29K $242K
BSJQ
Invesco Etsf Fd Tr Bulletshare

ETFs
10.3K
New
$23.08 - $23.52 $239K - $243K
10.3K $242K
JBL
Jabil Inc

Technology
2.01K
New
$97.55 - $126.65 $196K - $255K
2.01K $241K
FNDX
Schwab Fundamental U S Large C

ETFs
3.31K
New
$65.36 - $71.76 $216K - $237K
3.31K $237K
WRB
Berkley W R Corp

Financial Services
4.17K
New
$51.54 - $79.62 $215K - $332K
4.17K $236K
PLAB
Photronics Inc

Technology
9.5K
New
$20.78 - $27.99 $197K - $266K
9.5K $235K
RE
Everest Re Group LTD

Financial Services
624
New
N/A
624 $231K
AZZ
Azz Inc

Industrials
2.78K
New
$72.09 - $86.75 $200K - $241K
2.78K $229K
SSNC
Ss&C Technologies Holdings Inc

Technology
3.08K
New
$61.42 - $76.46 $189K - $235K
3.08K $228K
IXC
Ishares Tr Global Energy ETF

ETFs
5.65K
New
$38.94 - $42.35 $220K - $239K
5.65K $228K
CAKE
Cheesecake Factory Inc

Consumer Cyclical
5.6K
New
$34.24 - $41.13 $192K - $230K
5.6K $227K
ITRN
Ituran Location & Control Ltd.

Technology
8.59K
New
$24.28 - $29.87 $208K - $256K
8.59K $227K
LEN
Lennar Corp

Consumer Cyclical
1.21K
New
$142.5 - $192.45 $173K - $234K
1.21K $227K
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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