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
DFAI
Dimensional ETF Tr

ETFs
39.3K
New
$34.05 - $36.55 $1.34M - $1.44M
39.3K $1.43M
SHV
Ishares Tr

ETFs
12.6K
+ 2.71%
$110.06 - $110.49 $1.38M - $1.39M
475K $52.5M
DFCF
Dimensional ETF Tr Core Fxd In

ETFs
32.5K
New
$41.8 - $43.15 $1.36M - $1.4M
32.5K $1.39M
VFQY
Vanguard Wellington Fd U S Qua

ETFs
3.37K
+ 2.74%
$142.94 - $152.69 $482K - $515K
126K $19M
AVUS
American Centy ETF Tr Avantis

ETFs
2.7K
+ 2.04%
$101.2 - $109.16 $273K - $295K
135K $14.7M
XOM
Exxon Mobil Corp

Energy
3.85K
+ 2.11%
$105.83 - $117.22 $407K - $451K
186K $20.9M
HEWJ
Ishares Currency Hedged Msci J

ETFs
27K
New
$43.72 - $50.04 $1.18M - $1.35M
27K $1.33M
PEG
Public Service Enterprise Group Inc

Utilities
16.8K
+ 12.11%
$79.99 - $90.14 $1.35M - $1.52M
156K $13M
XLV
Select Sector Spdr Fund Health

ETFs
8.01K
+ 26.96%
$129.01 - $139.72 $1.03M - $1.12M
37.7K $5.25M
AXP
American Express CO

Financial Services
2.93K
+ 15.71%
$294.27 - $342.31 $861K - $1M
21.5K $7.16M
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
23.2K
+ 25.93%
$50.82 - $51.09 $1.18M - $1.18M
113K $5.75M
T
At&T Inc.

Communication Services
53.7K
+ 11.39%
$26.94 - $29.62 $1.45M - $1.59M
525K $14.8M
CVX
Chevron Corp

Energy
2.64K
+ 4.22%
$145.57 - $161.83 $385K - $428K
65.3K $10.1M
FLDR
Fidelity Merrimack Str Tr Low

ETFs
22.9K
+ 18.66%
$50.05 - $50.36 $1.15M - $1.15M
146K $7.32M
AVSC
American Centy ETF Tr Avantis
2.31K
+ 1.27%
$51.33 - $58.63 $118K - $135K
184K $10.5M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
14.8K
+ 15.93%
$52.12 - $55.33 $772K - $819K
108K $5.96M
GLDM
World Gold Trust

ETFs
5.52K
+ 9.26%
$64.73 - $76.45 $357K - $422K
65.1K $4.98M
VICI
Vici Properties Inc.

Real Estate
31.8K
New
$31.43 - $33.93 $1M - $1.08M
31.8K $1.04M
NET
Cloudflare, Inc.

Technology
3K
+ 14.3%
$181.39 - $228.28 $544K - $684K
24K $5.14M
VFMV
Vanguard Wellington Fd

ETFs
4.61K
+ 3.3%
$126.35 - $131.95 $583K - $609K
144K $18.9M
BUFQ
First Tr Ex Tr Fd Viii Ft Cboe

ETFs
28.2K
+ 102.67%
$33.07 - $34.84 $931K - $981K
55.6K $1.94M
GBTC
Grayscale Bitcoin Trust (Btc)

ETFs
4.49K
+ 3.59%
$82.96 - $95.7 $372K - $430K
130K $11.6M
SPBO
Spdr Ser Tr Spdr Portfolio Cor

ETFs
32.5K
+ 29.73%
$28.77 - $29.79 $935K - $969K
142K $4.2M
AOM
Ishares Tr Core Moderate Alloc

ETFs
4.79K
+ 0.95%
$45.4 - $47.61 $218K - $228K
508K $24.2M
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
9.84K
+ 23.75%
$100.37 - $100.74 $988K - $991K
51.3K $5.16M
FEZ
Spdr Euro Stoxx 50 ETF

ETFs
15.7K
+ 206.01%
$57.15 - $62.12 $895K - $973K
23.3K $1.45M
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
5.75K
+ 6.85%
$84.28 - $89.46 $484K - $514K
89.7K $7.98M
LOW
Lowes Companies Inc

Consumer Cyclical
1.44K
+ 7.51%
$215.01 - $273.02 $310K - $394K
20.6K $5.19M
GILD
Gilead Sciences, Inc.

Healthcare
8.27K
+ 9.97%
$108.22 - $120.47 $895K - $996K
91.1K $10.1M
EMR
Emerson Electric CO

Industrials
8.24K
+ 11.24%
$128.6 - $149.63 $1.06M - $1.23M
81.5K $10.7M
LNG
Cheniere Energy, Inc.

Energy
6.48K
+ 8.9%
$222.68 - $244.28 $1.44M - $1.58M
79.3K $18.6M
XLG
Invesco Exchange Traded Fd Tr

ETFs
13.8K
+ 76.3%
$51.78 - $57.89 $715K - $799K
31.9K $1.83M
AMPX
Amprius Technologies, Inc.

Industrials
28.7K
+ 31.07%
$3.91 - $12.06 $112K - $346K
121K $1.27M
JNJ
Johnson & Johnson

Healthcare
1.69K
+ 9.87%
$155.17 - $185.42 $262K - $313K
18.8K $3.48M
GE
General Electric CO

Industrials
1.19K
+ 10.18%
$244.75 - $305.63 $292K - $365K
12.9K $3.88M
ABT
Abbott Laboratories

Healthcare
6.59K
+ 60.77%
$120.51 - $136.62 $794K - $900K
17.4K $2.33M
BSJQ
Invesco Etsf Fd Tr Bulletshare

ETFs
35.7K
+ 25.53%
$23.27 - $23.51 $830K - $838K
175K $4.11M
BRK-A
Berkshire Hathaway Inc

Financial Services
1
+ 33.33%
$692600.0 - $759798.0 $693K - $760K
4 $3.02M
DTD
Wisdomtree Tr U.S Total Divide

ETFs
5.47K
+ 6.62%
$79.83 - $84.0 $437K - $459K
88.1K $7.4M
AGOX
Starboard Invt Tr

ETFs
26.7K
New
$28.93 - $30.85 $774K - $825K
26.7K $820K
IDU
Ishares Tr U S Utils ETF

ETFs
7.32K
New
$103.7 - $111.17 $759K - $814K
7.32K $812K
MDT
Medtronic PLC

Healthcare
4.5K
+ 9.66%
$87.67 - $95.74 $394K - $431K
51.1K $4.86M
NVR
Nvr Inc

Consumer Cyclical
100
New
$7301.0 - $8543.0 $730K - $854K
100 $803K
BB
Blackberry LTD

Technology
164K
New
$3.58 - $5.0 $587K - $819K
164K $799K
QPX
Advisorshares Tr Q Dynamic Gro

ETFs
18.3K
New
$38.62 - $42.96 $705K - $785K
18.3K $784K
KRE
Spdr S&P Regional Banking ETF

ETFs
12.3K
New
$58.82 - $66.17 $724K - $815K
12.3K $779K
SECT
Sector 10, Inc.

ETFs
11.4K
+ 104.06%
$57.95 - $63.16 $661K - $720K
22.4K $1.41M
VCIT
Vanguard Intermediate Term Cor

ETFs
5.63K
+ 2.27%
$81.75 - $84.54 $460K - $476K
253K $21.3M
V
Visa Inc.

Financial Services
5.07K
+ 7.16%
$332.09 - $358.86 $1.68M - $1.82M
75.9K $25.9M
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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