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
CB
Chubb LTD

Financial Services
242
+ 23.34%
$274.32 - $302.46 $66.4K - $73.2K
1.28K $370K
PRU
Prudential Financial Inc

Financial Services
798
+ 12.11%
$95.12 - $112.71 $75.9K - $89.9K
7.39K $793K
ONON
On Holding Ag

Consumer Cyclical
200
+ 3.79%
$37.65 - $60.68 $7.53K - $12.1K
5.48K $285K
XYL
Xylem Inc.

Industrials
33
+ 0.66%
$102.86 - $129.5 $3.39K - $4.27K
5.06K $654K
DAL
Delta Air Lines, Inc.

Industrials
196
+ 2.56%
$35.88 - $52.99 $7.03K - $10.4K
7.84K $385K
KKR
Kkr & Co. Inc.

Financial Services
84
+ 3.66%
$92.79 - $134.29 $7.79K - $11.3K
2.38K $316K
AVUV
American Centy ETF Tr Avantis

ETFs
326
+ 6.47%
$75.17 - $91.21 $24.5K - $29.7K
5.36K $488K
NKE
Nike, Inc.

Consumer Cyclical
159
+ 3.11%
$53.27 - $72.04 $8.47K - $11.5K
5.27K $374K
DVY
Ishares Tr

ETFs
403
+ 12.42%
$118.37 - $134.86 $47.7K - $54.3K
3.65K $484K
TPHD
Timothy Plan High Divid Stk Et

ETFs
1.27K
+ 21.07%
$32.99 - $38.01 $41.8K - $48.1K
7.28K $274K
BSJP
Invesco Et Sf Idxd Fd Tr Bulle

ETFs
2.02K
+ 2.76%
$22.87 - $23.14 $46.3K - $46.8K
75.3K $1.74M
ACN
Accenture PLC

Technology
252
+ 12.21%
$279.23 - $323.21 $70.4K - $81.4K
2.32K $692K
SPMD
Spdr Portfolio

ETFs
574
+ 12.84%
$44.89 - $54.38 $25.8K - $31.2K
5.04K $274K
MET
Metlife Inc

Financial Services
555
+ 16.67%
$68.42 - $82.49 $38K - $45.8K
3.89K $312K
ETR
Entergy Corp

Utilities
840
+ 8.23%
$79.01 - $86.61 $66.4K - $72.8K
11K $917K
WAB
Westinghouse Air Brake Technologies Corp

Industrials
16
+ 1.14%
$160.22 - $209.35 $2.56K - $3.35K
1.42K $296K
ET
Energy Transfer LP

Energy
4.48K
+ 5.02%
$15.65 - $18.93 $70.1K - $84.8K
93.7K $1.7M
EVLV
Evolv Technologies Holdings, Inc.

Industrials
249
+ 2.08%
$2.85 - $6.24 $710 - $1.55K
12.2K $76K
USHY
Ishares Tr Broad Usd High Yiel

ETFs
818
+ 6.64%
$35.3 - $37.51 $28.9K - $30.7K
13.1K $492K
TDG
Trans Digm Group Inc

Industrials
9
+ 5.08%
$1231.75 - $1520.64 $11.1K - $13.7K
186 $282K
OHI
Omega Healthcare Investors Inc

Real Estate
2.27K
+ 7.09%
$35.55 - $39.05 $80.7K - $88.7K
34.3K $1.26M
PSEC
Prospect Capital Corp

Financial Services
11.8K
New
$3.14 - $4.06 $37.2K - $48K
11.8K $37K
SPAB
Spdr Portfolio Aggregate Bond

ETFs
981
+ 0.49%
$24.98 - $25.66 $24.5K - $25.2K
201K $5.15M
WDIV
Spdr S&P Global Dividend ETF

ETFs
125
+ 2.53%
$59.84 - $71.44 $7.48K - $8.93K
5.07K $357K
IJT
Ishares S&P Small Cap 600 Grow

ETFs
115
+ 5.4%
$108.87 - $133.04 $12.5K - $15.3K
2.25K $298K
DOW
Dow Inc.

Basic Materials
5.91K
+ 40.35%
$25.81 - $34.89 $153K - $206K
20.6K $544K
GLPI
Gaming & Leisure Properties, Inc.

Real Estate
1.28K
+ 19.03%
$45.92 - $50.78 $58.8K - $65K
8.01K $373K
TXN
Texas Instruments Inc

Technology
160
+ 2.27%
N/A
7.2K $1.4M
FITB
Fifth Third Bancorp

Financial Services
61
+ 0.41%
$33.32 - $41.51 $2.03K - $2.53K
14.9K $612K
BSCP
Invesco Et Seld Idxd Fd Tr Bul

ETFs
1.4K
+ 4.14%
$20.66 - $20.74 $29K - $29.1K
35.3K $730K
GWW
W.W. Grainger, Inc.

Industrials
16
+ 6.53%
$919.93 - $1101.66 $14.7K - $17.6K
261 $271K
PMAY
Innovator Etfs Tr S&P 500 Pwr

ETFs
427
+ 6.95%
$33.11 - $37.79 $14.1K - $16.1K
6.58K $248K
EA
Electronic Arts Inc.

Communication Services
12
+ 0.74%
$132.53 - $159.7 $1.59K - $1.92K
1.64K $262K
AGNC
Agnc Investment Corp.

Real Estate
3.79K
+ 17.73%
$8.12 - $9.49 $30.8K - $36K
25.2K $231K
LAMR
Lamar Advertising CO

Real Estate
12
+ 0.38%
$102.35 - $121.67 $1.23K - $1.46K
3.2K $388K
UL
Unilever PLC

Consumer Defensive
240
+ 3.9%
$57.9 - $65.43 $13.9K - $15.7K
6.4K $391K
GOF
Guggenheim Strategic Opportunities Fund

Financial Services
2.14K
+ 19.93%
$13.74 - $15.66 $29.5K - $33.6K
12.9K $192K
MSI
Motorola Solutions, Inc.

Technology
105
+ 9.17%
$394.72 - $440.39 $41.4K - $46.2K
1.25K $525K
TY
Tri Continental Corp

Financial Services
385
+ 3.41%
$27.37 - $31.84 $10.5K - $12.3K
11.7K $369K
ADM
Archer Daniels Midland CO

Consumer Defensive
33
+ 0.77%
$41.79 - $54.16 $1.38K - $1.79K
4.34K $229K
IDA
Idacorp Inc

Utilities
227
+ 4.27%
$111.01 - $119.72 $25.2K - $27.2K
5.55K $640K
DFSD
Dimensional ETF Tr Short Durat

ETFs
345
+ 3.19%
$47.09 - $48.01 $16.2K - $16.6K
11.2K $535K
UEC
Uranium Energy Corp

Energy
15
+ 0.14%
$4.0 - $7.05 $60 - $106
11K $74K
MFC
Manulife Financial Corp

Financial Services
472
+ 7.17%
$26.93 - $32.44 $12.7K - $15.3K
7.06K $225K
PJAN
Innovator U.S. Equity Power Bu

ETFs
151
+ 2.92%
$38.7 - $44.05 $5.84K - $6.65K
5.33K $234K
SBUX
Starbucks Corp

Consumer Cyclical
1.52K
+ 8.2%
$79.69 - $99.41 $121K - $151K
20.1K $1.84M
FTHI
First Trust Exchange Traded Fd

ETFs
250
+ 1.97%
$19.66 - $22.85 $4.92K - $5.71K
12.9K $295K
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
297
+ 7.18%
$51.68 - $52.76 $15.3K - $15.7K
4.43K $233K
XYLD
Global X Fds S&P 500 Covered C

ETFs
761
+ 2.98%
$35.62 - $39.64 $27.1K - $30.2K
26.3K $1.02M
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
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