Foundations Investment Advisors, LLC Purchases in Q2 2025

Foundations Investment Advisors, LLC

  • $5.88 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
EFV
Msci Eafe Value ETF

ETFs
819K
+ 68.29%
$52.4 - $64.65 $42.9M - $52.9M
2.02M $128M
IVW
Ishares S&P 500 Growth ETF

ETFs
213K
+ 13.19%
$82.96 - $110.1 $17.7M - $23.5M
1.83M $201M
NVDA
Nvidia Corp

Technology
33.9K
+ 4.73%
$94.31 - $157.99 $3.19M - $5.35M
749K $118M
IEMG
Ishares Inc

ETFs
685K
+ 97.24%
N/A
1.39M $74.5M
QQQ
Invesco Qqq Trust, Series 1

ETFs
47.4K
+ 41.49%
$416.06 - $551.64 $19.7M - $26.1M
162K $89.2M
SPY
Spdr S&P 500 ETF Trust

ETFs
29.3K
+ 11.16%
$496.48 - $617.85 $14.5M - $18.1M
291K $180M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
346K
+ 41.92%
$91.43 - $91.74 $31.7M - $31.8M
1.17M $108M
IAGG
Ishares Tr Core Intl Aggregate

ETFs
566K
New
$50.09 - $51.09 $28.4M - $28.9M
566K $28.9M
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
296K
+ 13.47%
$43.53 - $54.46 $12.9M - $16.1M
2.49M $136M
QUAL
Ishares Msci Usa Quality Facto

ETFs
102K
+ 13.61%
$152.42 - $182.82 $15.6M - $18.7M
854K $156M
IVE
Ishares S&P 500 Value ETF

ETFs
103K
+ 18.79%
$168.34 - $195.42 $17.4M - $20.2M
654K $128M
HOOD
Robinhood Markets, Inc.

Technology
29.9K
+ 7.91%
$34.17 - $93.63 $1.02M - $2.8M
408K $38.2M
ARKW
Ark Next Generation Internet E

ETFs
404
+ 0.11%
$82.77 - $147.9 $33.4K - $59.8K
381K $56.3M
ORCL
Oracle Corp

Technology
21.8K
+ 11.44%
$122.82 - $218.63 $2.68M - $4.77M
213K $46.5M
IAU
Ishares Gold Trust

ETFs
209K
+ 31.94%
$56.1 - $64.74 $11.7M - $13.6M
865K $53.9M
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
149K
+ 42.16%
$97.29 - $105.63 $14.5M - $15.8M
503K $51.1M
IYW
Ishares Dj Us Tech ETF

ETFs
28K
+ 9.8%
$122.57 - $173.27 $3.44M - $4.86M
314K $54.4M
VUG
Vanguard Growth ETF

ETFs
20.5K
+ 27.46%
$329.49 - $438.4 $6.75M - $8.98M
95K $41.7M
IUSB
Ishares Core Total Usd Bond Ma

ETFs
291K
+ 9.59%
$45.12 - $46.23 $13.1M - $13.4M
3.33M $154M
EFG
Msci Eafe Growth ETF

ETFs
65.4K
+ 12.29%
$89.8 - $112.0 $5.87M - $7.32M
597K $66.9M
OEF
Ishares S&P 100 ETF

ETFs
51.1K
+ 44.52%
N/A
166K $44.2M
MSTR
Microstrategy Inc

Technology
2.73K
+ 2.55%
$237.95 - $421.61 $650K - $1.15M
110K $44.4M
SHY
Ishares Barclays 1 3 Year Trea

ETFs
158K
+ 91.6%
$82.21 - $83.12 $13M - $13.2M
331K $27.4M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
18.1K
+ 34.6%
$456.74 - $568.03 $8.27M - $10.3M
70.4K $40M
VTI
Vanguard Total Stock Market Et

ETFs
30.6K
+ 30.39%
$243.75 - $303.93 $7.45M - $9.29M
131K $39.9M
C
Citigroup Inc

Financial Services
77.8K
+ 20.23%
$58.13 - $85.12 $4.52M - $6.62M
462K $39.3M
IGV
Ishares Expanded Tech Software

ETFs
9.68K
+ 1.87%
$80.15 - $109.5 $776K - $1.06M
529K $57.9M
VOX
Vanguard Communication Service

ETFs
17.1K
+ 4.44%
$133.12 - $171.03 $2.27M - $2.92M
402K $68.7M
STOT
Spdr Doubleline Short Duration

ETFs
240K
+ 157.81%
$46.87 - $47.35 $11.2M - $11.3M
391K $18.5M
XLC
Select Sector Spdr Tr Communic

ETFs
21.4K
+ 3.04%
$86.13 - $108.53 $1.84M - $2.32M
725K $78.7M
META
Meta Platforms, Inc.

Communication Services
683
+ 1.11%
$484.66 - $738.09 $331K - $504K
62.3K $46M
MS
Morgan Stanley

Financial Services
34.5K
+ 14.99%
$99.83 - $140.86 $3.45M - $4.86M
265K $37.3M
JPM
Jpmorgan Chase & CO

Financial Services
13.3K
+ 9.15%
$210.28 - $289.91 $2.8M - $3.86M
159K $46.1M
GS
Goldman Sachs Group Inc

Financial Services
3.11K
+ 6.49%
$462.22 - $707.75 $1.44M - $2.2M
51K $36.1M
IEF
Ishares Barclays

ETFs
91K
+ 111.96%
$93.15 - $96.56 $8.48M - $8.79M
172K $16.5M
DBND
Doubleline ETF Tr Opportunisti

ETFs
176K
+ 81.1%
$45.18 - $46.32 $7.97M - $8.17M
394K $18.2M
AMZN
Amazon Com Inc

Consumer Cyclical
4.08K
+ 1.72%
$167.32 - $223.3 $683K - $912K
241K $52.9M
GOOGL
Alphabet Inc.

Communication Services
17.3K
+ 8.95%
$144.7 - $178.6 $2.51M - $3.09M
211K $37.2M
CIEN
Ciena Corp

Technology
26.5K
+ 12.35%
$53.5 - $83.89 $1.42M - $2.22M
241K $19.6M
SLV
I Shares Silver Trust

ETFs
161K
+ 29.97%
$27.08 - $33.74 $4.35M - $5.42M
696K $22.8M
PLTR
Palantir Technologies Inc.

Technology
18.3K
+ 25.39%
$74.01 - $144.25 $1.35M - $2.64M
90.4K $12.3M
ASML
Asml Holding Nv

Technology
2.48K
+ 9.05%
$595.37 - $815.24 $1.48M - $2.03M
29.9K $24M
SHV
Ishares Tr

ETFs
52K
+ 12.66%
$110.06 - $110.46 $5.72M - $5.75M
463K $51.1M
MBB
Ishares Tr

ETFs
58.9K
+ 15.08%
$91.41 - $94.22 $5.38M - $5.55M
449K $42.2M
IBM
International Business Machines Corp

Technology
12K
+ 27.25%
$221.03 - $294.78 $2.65M - $3.53M
56K $16.5M
AVGO
Broadcom Inc.

Technology
5.05K
+ 13.38%
$146.29 - $275.65 $739K - $1.39M
42.8K $11.8M
SCHX
Schwab Strategic Tr Us Large C

ETFs
124K
+ 12.75%
$19.6 - $24.44 $2.42M - $3.02M
1.09M $26.7M
PM
Philip Morris International Inc.

Consumer Defensive
24.3K
+ 69.42%
$149.23 - $184.95 $3.63M - $4.5M
59.4K $10.8M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
102K
+ 287.71%
$39.89 - $49.46 $4.08M - $5.05M
138K $6.81M
Activity Summary
Buys All Purchases 625 New Holdings 142 Increased Positions 483 Sells All Sells 272 Reductions 272 Sold out 0 Options Calls 0 Puts 0
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