Foundations Investment Advisors, LLC Purchases in Q3 2025

Foundations Investment Advisors, LLC

  • $6.26 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
CB
Chubb LTD

Financial Services
302
+ 23.61%
$265.99 - $289.59 $80.3K - $87.5K
1.58K $446K
FITB
Fifth Third Bancorp

Financial Services
554
+ 3.72%
$40.91 - $46.28 $22.7K - $25.6K
15.4K $687K
DDOG
Datadog, Inc.

Technology
407
+ 23.07%
$124.52 - $155.15 $50.7K - $63.1K
2.17K $309K
OGE
Oge Energy Corp.

Utilities
933
+ 6.08%
$43.46 - $46.27 $40.5K - $43.2K
16.3K $753K
LRGF
Ishares Tr

ETFs
443
+ 5.28%
$64.13 - $69.24 $28.4K - $30.7K
8.84K $610K
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
856
+ 18.63%
$78.96 - $80.04 $67.6K - $68.5K
5.45K $435K
VTWO
Vanguard Russell 2000 ETF

ETFs
194
+ 3.96%
$86.92 - $99.32 $16.9K - $19.3K
5.09K $497K
TSCO
Tractor Supply CO

Consumer Cyclical
734
+ 12.02%
$54.08 - $62.65 $39.7K - $46K
6.84K $389K
AIQ
Global X Funds Global X Artifi

ETFs
678
+ 11.39%
$43.2 - $49.66 $29.3K - $33.7K
6.63K $327K
EDIV
Spdr S&P Emerging Dividends Et

ETFs
1.49K
+ 12.95%
$37.98 - $39.81 $56.5K - $59.2K
13K $504K
SLYG
Spdr S&P 600 Small Cap Growth

ETFs
520
+ 16.83%
$87.69 - $96.0 $45.6K - $49.9K
3.61K $340K
CW
Curtiss Wright Corp

Industrials
44
+ 5.88%
$472.43 - $542.94 $20.8K - $23.9K
792 $430K
ARCC
Ares Capital Corp

Financial Services
23.2K
+ 8.8%
$20.41 - $23.25 $474K - $540K
287K $5.85M
PLD
Prologis, Inc.

Real Estate
309
+ 12.0%
$104.08 - $115.35 $32.2K - $35.6K
2.88K $330K
ECL
Ecolab Inc.

Basic Materials
198
+ 21.43%
$259.39 - $285.47 $51.4K - $56.5K
1.12K $307K
PSK
Spdr Ser Tr Spdr Ice Pfd Sec E

ETFs
1.52K
+ 21.86%
$31.78 - $33.69 $48.2K - $51.1K
8.46K $279K
TRMB
Trimble Inc.

Technology
494
+ 17.3%
$76.46 - $85.24 $37.8K - $42.1K
3.35K $273K
VONV
Vanguard Russell 1000 Value Et

ETFs
516
+ 19.41%
$84.55 - $89.54 $43.6K - $46.2K
3.17K $283K
CL
Colgate Palmolive CO

Consumer Defensive
1.38K
+ 27.6%
$79.36 - $93.33 $109K - $128K
6.36K $508K
XPND
First Tr Exchange Traded Fd Vi
897
+ 9.93%
$33.19 - $36.75 $29.8K - $33K
9.93K $358K
BSJP
Invesco Et Sf Idxd Fd Tr Bulle

ETFs
2.32K
+ 3.08%
$23.03 - $23.12 $53.5K - $53.7K
77.7K $1.79M
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
62
+ 1.99%
$301.44 - $365.84 $18.7K - $22.7K
3.18K $1.03M
WTRG
Essential Utilities, Inc.

Utilities
34
+ 0.19%
$36.73 - $39.9 $1.25K - $1.36K
17.9K $712K
CCL
Carnival Corp

Consumer Cyclical
1.34K
+ 9.82%
$28.37 - $32.49 $38.1K - $43.6K
15K $434K
IWS
Ishares Russell Midcap Value E

ETFs
26
+ 0.44%
$132.83 - $140.61 $3.45K - $3.66K
5.98K $835K
DTE
Dte Energy CO

Utilities
157
+ 5.25%
$130.26 - $141.49 $20.5K - $22.2K
3.15K $445K
MNST
Monster Beverage Corp

Consumer Defensive
447
+ 12.96%
$58.65 - $67.31 $26.2K - $30.1K
3.9K $262K
AGNC
Agnc Investment Corp.

Real Estate
3.12K
+ 12.4%
$9.2 - $10.37 $28.7K - $32.4K
28.3K $277K
ORCC
Owl Rock Capital Corp

Financial Services
3.39K
+ 17.05%
N/A
23.3K $311K
UNP
Union Pacific Corp

Industrials
108
+ 4.07%
$214.91 - $237.16 $23.2K - $25.6K
2.76K $652K
FDX
Fedex Corp

Industrials
141
+ 13.56%
$217.1 - $243.2 $30.6K - $34.3K
1.18K $278K
SPOT
Spotify Technology S.A.

Communication Services
129
+ 18.8%
$620.01 - $738.53 $80K - $95.3K
815 $568K
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
326
+ 11.87%
$79.76 - $85.78 $26K - $28K
3.07K $260K
VTR
Ventas, Inc.

Real Estate
144
+ 3.35%
$62.76 - $69.99 $9.04K - $10.1K
4.45K $311K
ASTS
Ast Space Mobile, Inc.

Communication Services
489
+ 6.96%
$36.91 - $60.06 $18K - $29.4K
7.51K $368K
FPE
First Tr Pfd Secs & Income ETF

ETFs
1.7K
+ 9.64%
$17.81 - $18.39 $30.2K - $31.2K
19.3K $351K
SPMD
Spdr Portfolio

ETFs
409
+ 8.11%
$54.43 - $58.29 $22.3K - $23.8K
5.45K $311K
BKLN
Invesco ETF Tr Ii Sr Ln ETF

ETFs
1.57K
+ 0.31%
$20.84 - $21.03 $32.7K - $33K
514K $10.8M
MGV
Vanguard Mega Cap Value

ETFs
171
+ 8.27%
$129.46 - $137.85 $22.1K - $23.6K
2.24K $308K
LVHI
Franklin International Low Vol

ETFs
550
+ 7.01%
$32.69 - $35.19 $18K - $19.4K
8.4K $291K
BSX
Boston Scientific Corp

Healthcare
789
+ 18.88%
$97.03 - $108.14 $76.6K - $85.3K
4.97K $484K
VXF
Vanguard Extended Market ETF

ETFs
15
+ 0.8%
$193.58 - $213.07 $2.9K - $3.2K
1.89K $394K
PCG
Pg&E Corp

Utilities
869
+ 4.94%
$13.0 - $15.73 $11.3K - $13.7K
18.5K $278K
TY
Tri Continental Corp

Financial Services
91
+ 0.78%
$31.7 - $34.11 $2.88K - $3.1K
11.8K $400K
JCI
Johnson Controls International PLC

Industrials
174
+ 6.14%
$103.24 - $111.73 $18K - $19.4K
3.01K $330K
POOL
Pool Corp

Industrials
6
+ 0.41%
$292.13 - $333.62 $1.75K - $2K
1.49K $461K
HTGC
Hercules Capital, Inc.

Financial Services
732
+ 2.91%
$18.34 - $19.53 $13.4K - $14.3K
25.9K $489K
PFXF
Vaneck ETF Tr Preferred Securi

ETFs
1.04K
+ 7.73%
$17.13 - $17.98 $17.8K - $18.7K
14.5K $257K
LAMR
Lamar Advertising CO

Real Estate
192
+ 6.0%
$114.98 - $128.82 $22.1K - $24.7K
3.39K $415K
Activity Summary
Buys All Purchases 637 New Holdings 186 Increased Positions 451 Sells All Sells 377 Reductions 377 Sold out 0 Options Calls 6 Puts 0
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