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
DOX
Amdocs LTD

Technology
2.59K
New
$78.13 - $87.85 $202K - $227K
2.59K $226K
EXPE
Expedia Group, Inc.

Consumer Cyclical
1.53K
New
$112.12 - $149.09 $171K - $228K
1.53K $225K
BXSL
Blackstone Secured Lending Fund

Financial Services
7.69K
New
$28.75 - $31.59 $221K - $243K
7.69K $225K
LEA
Lear Corp

Consumer Cyclical
2.06K
New
$103.43 - $123.95 $213K - $255K
2.06K $224K
CBT
Cabot Corp

Basic Materials
2K
New
$86.96 - $111.73 $174K - $223K
2K $223K
ALV
Autoliv Inc

Consumer Cyclical
2.38K
New
$89.98 - $111.1 $214K - $264K
2.38K $222K
SF
Stifel Financial Corp

Financial Services
2.37K
New
$78.91 - $93.87 $187K - $222K
2.37K $222K
AXON
Axon Enterprise, Inc.

Industrials
552
New
$286.16 - $399.6 $158K - $221K
552 $220K
ONON
On Holding Ag

Consumer Cyclical
4.38K
New
$36.63 - $51.57 $160K - $226K
4.38K $219K
INCY
Incyte Corp

Healthcare
3.33K
New
$57.33 - $68.61 $191K - $228K
3.33K $219K
TTD
Trade Desk, Inc.

Technology
1.99K
New
$83.08 - $110.79 $165K - $220K
1.99K $217K
EXP
Eagle Materials Inc

Basic Materials
755
New
$212.39 - $292.18 $160K - $221K
755 $217K
SNA
Snap On Inc

Industrials
752
New
$255.35 - $289.77 $192K - $218K
752 $217K
KBH
Kb Home

Consumer Cyclical
2.53K
New
$65.35 - $89.63 $165K - $227K
2.53K $216K
VST
Vistra Corp.

Utilities
1.82K
New
$69.0 - $119.06 $126K - $217K
1.82K $216K
ESQ
Esquire Financial Holdings, Inc.

Financial Services
3.3K
New
$46.16 - $65.21 $152K - $215K
3.3K $214K
PGR
Progressive Corp

Financial Services
837
New
$209.46 - $259.24 $175K - $217K
837 $212K
NXST
Nexstar Media Group, Inc.

Communication Services
1.29K
New
$154.25 - $184.79 $199K - $238K
1.29K $212K
SNX
Td Synnex Corp

Technology
1.76K
New
$109.37 - $122.34 $193K - $216K
1.76K $211K
CIVI
Civitas Resources, Inc.

Energy
4.16K
New
$49.47 - $72.73 $206K - $303K
4.16K $210K
DKL
Delek Logistics Partners, LP

Energy
4.82K
New
$37.98 - $44.03 $183K - $212K
4.82K $210K
AEM
Agnico Eagle Mines LTD

Basic Materials
2.6K
New
$65.04 - $84.24 $169K - $219K
2.6K $209K
AVIG
American Centy ETF Tr Avantis

ETFs
4.93K
New
$40.41 - $42.73 $199K - $211K
4.93K $209K
AVB
Avalonbay Communities Inc

Real Estate
930
New
$200.95 - $234.65 $187K - $218K
930 $209K
MGPI
Mgp Ingredients Inc

Consumer Defensive
2.5K
New
$69.79 - $91.87 $175K - $230K
2.5K $208K
RNR
Renaissancere Holdings LTD

Financial Services
759
New
$211.47 - $272.21 $161K - $207K
759 $206K
AMP
Ameriprise Financial Inc

Financial Services
439
New
$391.53 - $469.81 $172K - $206K
439 $206K
SANM
Sanmina Corp

Technology
3.02K
New
$62.98 - $75.33 $190K - $227K
3.02K $206K
IMCG
Ishare Morningstar Mid Cap Gro

ETFs
2.84K
New
$65.15 - $72.97 $185K - $207K
2.84K $206K
ORLY
O Reilly Automotive Inc

Consumer Cyclical
178
New
$1015.62 - $1159.62 $181K - $206K
178 $205K
DAL
Delta Air Lines, Inc.

Industrials
4.04K
New
$37.32 - $51.8 $151K - $209K
4.04K $205K
MTDR
Matador Resources CO

Energy
4.08K
New
$47.4 - $65.22 $194K - $266K
4.08K $201K
ROIC
Retail Opportunity Investments Corp

Real Estate
12.4K
New
$12.29 - $15.98 $152K - $198K
12.4K $195K
BRX
Brixmor Property Group Inc.

Real Estate
8.34K
New
$22.73 - $22.73 $190K - $190K
8.34K $189K
EQBK
Equity Bancshares Inc

Financial Services
4.96K
New
$34.9 - $34.9 $173K - $173K
4.96K $173K
RKLB
Rocket Lab Usa, Inc.

Industrials
14.4K
New
$4.54 - $9.78 $65.2K - $140K
14.4K $139K
SOFI
So Fi Technologies, Inc.

Financial Services
17.4K
New
$6.32 - $8.19 $110K - $143K
17.4K $136K
MNKD
Mannkind Corp

Healthcare
14.7K
New
$5.01 - $6.7 $73.7K - $98.6K
14.7K $92K
PHK
Pimco High Income Fund

Financial Services
13.1K
New
$4.76 - $5.0 $62.3K - $65.4K
13.1K $65K
GGN
Gamco Global Gold, Natural Resources & Income Trust

Financial Services
15.1K
New
$3.99 - $4.33 $60.4K - $65.5K
15.1K $64K
OXLC
Oxford Lane Capital Corp.

Financial Services
12.2K
New
$5.15 - $5.67 $62.6K - $68.9K
12.2K $63K
CLOV
Clover Health Investments, Corp.

Healthcare
19.5K
New
$1.2 - $3.5 $23.5K - $68.4K
19.5K $54K
REFR
Research Frontiers Inc

Technology
13.8K
New
$1.79 - $2.35 $24.7K - $32.4K
13.8K $30K
BFB
Brown Forman Corp Cl B
4.44K
New
N/A
4.44K $0
Grayscale Ethereum Tr Eth
21.9K
New
N/A
21.9K $0
Innovator Etfs Trust
22.3K
New
N/A
22.3K $0
Innovator Etfs Trust
9.65K
New
N/A
9.65K $0
Te Connectivity PLC
1.34K
New
N/A
1.34K $0
TLTW
Ishares Tr 20+ Yr Treas Bd Buy
56K
New
N/A
56K $0
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
Track This Portfolio

Track Foundations Investment Advisors, LLC Portfolio

Follow Foundations Investment Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Foundations Investment Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Foundations Investment Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email