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
PNNT
Pennantpark Investment Corp

Financial Services
10
+ 0.03%
$5.91 - $7.08 $59.1 - $70.8
29.5K $201K
SHW
Sherwin Williams CO

Basic Materials
10
+ 0.48%
$313.51 - $363.51 $3.14K - $3.64K
2.08K $715K
SPYD
Spdr Portfolio S&P 500 High Di

ETFs
15
+ 0.3%
$38.81 - $44.28 $582 - $664
5.08K $215K
FDX
Fedex Corp

Industrials
30
+ 2.97%
$198.07 - $245.17 $5.94K - $7.36K
1.04K $236K
AEE
Ameren Corp

Utilities
2
+ 0.06%
$94.23 - $101.68 $188 - $203
3.26K $312K
VTR
Ventas, Inc.

Real Estate
58
+ 1.37%
$62.45 - $70.08 $3.62K - $4.06K
4.3K $271K
OGE
Oge Energy Corp.

Utilities
14
+ 0.09%
$42.23 - $46.38 $591 - $649
15.4K $681K
ODFL
Old Dominion Freight Line, Inc.

Industrials
12
+ 0.13%
$146.74 - $176.07 $1.76K - $2.11K
8.92K $1.45M
TMO
Thermo Fisher Scientific Inc.

Healthcare
169
+ 15.36%
$390.26 - $489.06 $66K - $82.7K
1.27K $514K
VRTX
Vertex Pharmaceuticals Inc

Healthcare
9
+ 0.91%
$421.16 - $509.5 $3.79K - $4.59K
1K $446K
EIX
Edison International

Utilities
289
+ 4.11%
$48.32 - $59.92 $14K - $17.3K
7.32K $377K
MRK
Merck & Co., Inc.

Healthcare
2.57K
+ 10.57%
$73.47 - $87.12 $188K - $223K
26.8K $2.12M
PFE
Pfizer Inc

Healthcare
1.08K
+ 1.44%
$21.59 - $24.84 $23.3K - $26.9K
76K $1.84M
GIS
General Mills Inc

Consumer Defensive
1.79K
+ 9.4%
$50.37 - $60.97 $90.3K - $109K
20.9K $1.08M
COKE
Coca Cola Consolidated, Inc.

Consumer Defensive
2.03K
+ 869.53%
$105.72 - $1416.0 $214K - $2.87M
2.26K $252K
KMB
Kimberly Clark Corp

Consumer Defensive
117
+ 1.55%
$126.84 - $145.22 $14.8K - $17K
7.67K $988K
OKE
Oneok Inc

Energy
769
+ 8.23%
$78.71 - $100.37 $60.5K - $77.2K
10.1K $825K
ABBV
Abb Vie Inc.

Healthcare
2.35K
+ 10.4%
$170.16 - $206.27 $399K - $484K
24.9K $4.62M
JNJ
Johnson & Johnson

Healthcare
665
+ 4.05%
$146.36 - $159.82 $97.3K - $106K
17.1K $2.61M
CVX
Chevron Corp

Energy
3.5K
+ 5.93%
$133.73 - $168.51 $469K - $590K
62.6K $8.97M
BABA
Alibaba Group Holding LTD

Consumer Cyclical
15.3K
+ 9.19%
$99.37 - $134.05 $1.52M - $2.06M
182K $20.7M
AAPL
Apple Inc.

Technology
21.7K
+ 5.85%
$172.42 - $223.89 $3.74M - $4.86M
393K $80.6M
ARQQW
Arqit Quantum Inc Wt Exp 11/02
1.37M
+ 49.55%
$0.9 - $2.99 $1.24M - $4.11M
4.15M $3.73M
UNH
Unitedhealth Group Inc

Healthcare
6.66K
+ 12.24%
$274.35 - $599.47 $1.83M - $3.99M
61K $19M
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