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
CCI
Crown Castle International Corp

Real Estate
140
+ 6.35%
$92.96 - $113.91 $13K - $15.9K
2.35K $226K
FSCO
Fs Cr Opportunities Corp Com
16.7K
+ 54.34%
N/A
47.4K $0
Franklin Templeton ETF Tr
5.85K
New
N/A
5.85K $0
Coreweave Inc
3.95K
+ 133.04%
N/A
6.92K $0
First Tr Exchng Traded Fd Vi
5.37K
+ 17.08%
N/A
36.8K $0
Flutter Entmt PLC
849
New
N/A
849 $0
First Tr Exchng Traded Fd Vi
10.3K
New
N/A
10.3K $0
Franklin Templeton Digital H
4.6K
New
N/A
4.6K $0
BUCK
Simplify Exchange Traded Fds S
10.1K
New
N/A
10.1K $0
Ishares Tr
15.5K
New
N/A
15.5K $0
Celestica Inc
3.78K
+ 78.85%
N/A
8.57K $0
HIGH
Simplify Exchange Traded Fds E
8.98K
New
N/A
8.98K $0
TUA
Simpl Exch Traded Fds Sht Term
9.29K
New
N/A
9.29K $0
AQN
Algonquin Power & Utilities Corp.

Utilities
14
+ 0.11%
$5.37 - $6.11 $75.2 - $85.5
13.3K $71K
LFT
Lument Finance Trust, Inc.

Real Estate
94
+ 0.2%
$2.02 - $2.41 $190 - $227
46K $93K
WAB
Westinghouse Air Brake Technologies Corp

Industrials
1
+ 0.07%
$185.65 - $214.38 $186 - $214
1.42K $284K
SNPS
Synopsys Inc

Technology
27
+ 1.97%
$387.78 - $645.35 $10.5K - $17.4K
1.4K $690K
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
2.02K
+ 37.33%
$38.58 - $58.24 $78.1K - $118K
7.45K $291K
JKHY
Henry Jack & Associates Inc

Technology
339
+ 14.01%
$148.45 - $182.09 $50.3K - $61.7K
2.76K $410K
MAR
Marriott International Inc

Consumer Cyclical
79
+ 1.98%
$255.35 - $282.87 $20.2K - $22.3K
4.07K $1.06M
TT
Trane Technologies PLC

Industrials
157
+ 2.38%
$398.96 - $472.54 $62.6K - $74.2K
6.75K $2.85M
SYK
Stryker Corp

Healthcare
48
+ 2.27%
$368.57 - $403.53 $17.7K - $19.4K
2.16K $799K
AMT
American Tower Corp

Real Estate
245
+ 7.56%
$192.32 - $232.35 $47.1K - $56.9K
3.49K $670K
TMDX
Trans Medics Group, Inc.

Healthcare
44
+ 1.72%
$103.61 - $132.04 $4.56K - $5.81K
2.61K $292K
PAYX
Paychex Inc

Industrials
19
+ 0.65%
$126.69 - $147.99 $2.41K - $2.81K
2.93K $371K
CNI
Canadian National Railway CO

Industrials
128
+ 1.86%
$92.01 - $106.6 $11.8K - $13.6K
7.01K $661K
INTU
Intuit Inc

Technology
4
+ 0.58%
$646.03 - $807.39 $2.58K - $3.23K
698 $476K
ZS
Zscaler, Inc.

Technology
112
+ 1.45%
$267.68 - $316.5 $30K - $35.4K
7.83K $2.35M
NVO
Novo Nordisk A S

Healthcare
1.92K
+ 13.05%
$45.38 - $71.7 $87.3K - $138K
16.7K $924K
BIZD
Vaneck Vectors ETF Tr Bdc Inco

ETFs
20.4K
+ 6.67%
$14.94 - $16.82 $304K - $343K
326K $4.87M
KR
Kroger CO

Consumer Defensive
1.14K
+ 1.93%
$64.52 - $74.35 $73.8K - $85.1K
60.5K $4.08M
QTWO
Q2 Holdings, Inc.

Technology
5
+ 0.04%
$72.39 - $94.97 $362 - $475
13K $942K
UPS
United Parcel Service Inc

Industrials
698
+ 3.59%
$82.58 - $105.54 $57.6K - $73.7K
20.1K $1.68M
SFM
Sprouts Farmers Market, Inc.

Consumer Defensive
167
+ 2.5%
$108.8 - $169.61 $18.2K - $28.3K
6.85K $744K
CRM
Salesforce, Inc.

Technology
10K
+ 12.76%
$231.66 - $273.65 $2.33M - $2.75M
88.7K $21M
MSTR
Microstrategy Inc

Technology
428
+ 0.39%
$300.7 - $455.9 $129K - $195K
110K $35.5M
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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