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
WELL
Welltower Inc.

Real Estate
77
+ 1.41%
$136.49 - $155.22 $10.5K - $12K
5.52K $849K
LUMN
Lumen Technologies, Inc.

Communication Services
1.96K
+ 14.74%
$3.07 - $4.51 $6.03K - $8.85K
15.3K $66K
DFAT
Dimensional ETF Tr U S Target

ETFs
36
+ 0.74%
$44.8 - $53.97 $1.61K - $1.94K
4.88K $263K
YUM
Yum Brands Inc

Consumer Cyclical
225
+ 10.95%
$138.36 - $161.45 $31.1K - $36.3K
2.28K $337K
PCAR
Paccar Inc

Industrials
232
+ 7.03%
$86.4 - $99.09 $20K - $23K
3.53K $335K
SYY
Sysco Corp

Consumer Defensive
74
+ 0.74%
$68.0 - $75.91 $5.03K - $5.62K
10.1K $763K
VNQ
Vanguard Specialized Funds Van

ETFs
385
+ 2.49%
$79.79 - $91.42 $30.7K - $35.2K
15.9K $1.41M
OZ
Belpointe Prep, LLC

Real Estate
49
+ 0.61%
$58.56 - $71.01 $2.87K - $3.48K
8.09K $526K
DHI
Horton D R Inc

Consumer Cyclical
21
+ 0.72%
$115.1 - $129.63 $2.42K - $2.72K
2.93K $377K
FDL
First Tr Morningstar Dividend

ETFs
756
+ 5.01%
$38.19 - $43.19 $28.9K - $32.7K
15.8K $663K
BSCR
Invesco Et Self Idxd Fd Tr Bul

ETFs
184
+ 0.56%
$19.49 - $19.66 $3.59K - $3.62K
33K $648K
DHR
Danaher Corp

Healthcare
119
+ 5.21%
$174.64 - $205.16 $20.8K - $24.4K
2.4K $474K
BSCQ
Invesco Et Self Idxd Fd Tr Bul

ETFs
214
+ 0.65%
$19.44 - $19.56 $4.16K - $4.19K
33.1K $645K
LUV
Southwest Airlines CO

Industrials
374
+ 6.06%
$24.04 - $34.36 $8.99K - $12.9K
6.55K $212K
ORLY
O Reilly Automotive Inc

Consumer Cyclical
5.93K
+ 1502.28%
$87.84 - $1441.89 $521K - $8.56M
6.33K $570K
DIV
Global X Superdividend Us ETF

ETFs
295
+ 1.63%
N/A
18.4K $316K
JKHY
Henry Jack & Associates Inc

Technology
49
+ 2.07%
$163.54 - $186.02 $8.01K - $9.11K
2.42K $436K
USFR
Wisdomtree Floating Rate Treas

ETFs
67
+ 1.34%
$50.28 - $50.47 $3.37K - $3.38K
5.07K $255K
SAIC
Science Applications International Corp

Technology
7
+ 0.16%
$100.22 - $123.41 $702 - $864
4.42K $497K
BRX
Brixmor Property Group Inc.

Real Estate
26
+ 0.31%
N/A
8.36K $190K
Blackrock ETF Trust Ii
10.1K
+ 61.11%
N/A
26.7K $0
Blackrock ETF Trust Ii
99.9K
+ 15.62%
N/A
740K $0
PNOV
Innovator U.S. Equity Power Bu
2.68K
+ 7.68%
N/A
37.5K $0
Innovator Etfs Trust
500
+ 3.87%
N/A
13.4K $0
Gsk PLC
1.01K
+ 9.52%
N/A
11.7K $0
Wisdomtree Tr
7.75K
New
N/A
7.75K $0
Ge Vernova Inc
218
+ 9.08%
N/A
2.62K $0
Bondbloxx ETF Trust
1.98K
+ 7.55%
N/A
28.1K $0
Bondbloxx ETF Trust
1.6K
+ 7.51%
N/A
22.9K $0
2023 ETF Series Trust
3.28K
+ 23.78%
N/A
17.1K $0
Invesco Actively Managed Exc
6.71K
New
N/A
6.71K $0
Blackrock ETF Trust
1.22M
+ 680.02%
N/A
1.4M $0
Aim ETF Products Trust
2.54K
+ 24.69%
N/A
12.8K $0
RYT
Invesco S&P 500 Equal Weight T

ETFs
5.88K
New
N/A
5.88K $0
Innovator Etfs Trust
13.8K
+ 108.9%
N/A
26.5K $0
Grayscale Bitcoin Mini Tr Et
11.8K
+ 51.78%
N/A
34.5K $0
Ark 21 Shares Bitcoin ETF
7.86K
+ 320.34%
N/A
10.3K $0
Ishares Bitcoin Trust ETF
66.3K
+ 21.29%
N/A
378K $0
Arista Networks Inc
4.73K
+ 66.98%
N/A
11.8K $0
Innovator Etfs Trust
9.92K
New
N/A
9.92K $0
Innovator Etfs Trust
11.8K
+ 8.88%
N/A
145K $0
PDEC
Innovator U.S. Equity Power Bu
14.7K
+ 6.0%
N/A
259K $0
American Healthcare Reit Inc
4.78K
+ 59.3%
N/A
12.9K $0
Blackrock ETF Trust
924K
New
N/A
924K $0
Bitwise Bitcoin ETF Tr
794
+ 11.89%
N/A
7.47K $0
Vanguard Malvern Fds
12.4K
+ 7.12%
N/A
187K $0
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
119
+ 1.15%
$48.13 - $49.85 $5.73K - $5.93K
10.5K $513K
Amc Entmt Hldgs Inc
41.1K
New
N/A
41.1K $0
Victory Portfolios Ii
21.4K
+ 11.73%
N/A
204K $0
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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