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
CELH
Celsius Holdings, Inc.

Consumer Defensive
9.85K
+ 57.36%
$42.74 - $62.88 $421K - $620K
27K $1.55M
UBER
Uber Technologies, Inc

Technology
7.2K
+ 67.15%
$86.91 - $99.57 $625K - $717K
17.9K $1.75M
IBM
International Business Machines Corp

Technology
5.16K
+ 9.22%
$234.77 - $292.47 $1.21M - $1.51M
61.2K $17.3M
CVS
Cvs Health Corp

Healthcare
9.14K
+ 97.93%
$58.75 - $76.5 $537K - $699K
18.5K $1.39M
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
11.3K
+ 42.9%
$53.81 - $57.52 $609K - $651K
37.7K $2.17M
OPEN
Opendoor Technologies Inc.

Real Estate
91.7K
New
$0.56 - $10.52 $51.4K - $965K
91.7K $731K
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
12.3K
+ 32.96%
$42.67 - $46.91 $526K - $579K
49.8K $2.33M
IBHE
Ishares Ibonds 2025 Term High

ETFs
31.4K
New
$23.14 - $23.23 $726K - $729K
31.4K $728K
IONQ
Ion Q, Inc.

Technology
9.79K
+ 145.57%
$36.79 - $75.14 $360K - $736K
16.5K $1.02M
NLR
Vaneck ETF Tr Uranium+Nuclear

ETFs
3.95K
+ 53.08%
$105.16 - $140.03 $415K - $553K
11.4K $1.55M
EMTL
Spdr Doubleline Emerging Marke

ETFs
14.3K
+ 12.39%
$42.91 - $44.04 $613K - $629K
130K $5.69M
TNA
Direxion Daily Small Cap Bull

ETFs
15.7K
New
$32.54 - $47.12 $510K - $739K
15.7K $709K
AMD
Advanced Micro Devices Inc

Technology
2.82K
+ 22.4%
$134.8 - $184.42 $381K - $521K
15.4K $2.5M
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
9.01K
+ 211.6%
$76.16 - $78.59 $687K - $708K
13.3K $1.04M
RGTI
Rigetti Computing, Inc.

Technology
23.6K
New
$11.33 - $32.1 $267K - $757K
23.6K $702K
POCT
Innovator U.S. Equity Power Bu

ETFs
16.3K
New
$41.27 - $43.1 $672K - $702K
16.3K $701K
UOCT
Innovator U.S. Equity Ultra Bu

ETFs
18.2K
New
$36.83 - $38.43 $670K - $699K
18.2K $699K
XEL
Xcel Energy Inc

Utilities
7.66K
+ 137.72%
$67.56 - $80.65 $518K - $618K
13.2K $1.07M
RBLX
Roblox Corp

Communication Services
4.96K
New
$100.65 - $141.56 $499K - $702K
4.96K $687K
SPYG
Spdr Portfolio

ETFs
2.98K
+ 7.33%
$94.33 - $105.31 $281K - $314K
43.6K $4.56M
AZO
Autozone Inc

Consumer Cyclical
158
New
$3649.42 - $4354.54 $577K - $688K
158 $677K
ARGT
Global X Msci Argentina ETF

ETFs
9.6K
New
$69.62 - $86.63 $668K - $831K
9.6K $669K
TXG
10x Genomics, Inc.

Healthcare
56.9K
New
$11.34 - $14.64 $645K - $833K
56.9K $665K
FDLO
Fidelity Covington Tr Low Vola

ETFs
6.56K
+ 8.82%
$62.44 - $65.87 $410K - $432K
80.9K $5.33M
UJAN
Innovator U.S. Equity Ultra Bu

ETFs
15.4K
New
$40.37 - $42.12 $622K - $649K
15.4K $648K
FDN
First Tr Fd Dow Jones

ETFs
2.28K
+ 254.3%
$264.06 - $287.34 $601K - $654K
3.17K $887K
DRI
Darden Restaurants Inc

Consumer Cyclical
3.36K
New
$184.73 - $220.27 $621K - $741K
3.36K $640K
O
Realty Income Corp

Real Estate
9.9K
+ 88.15%
$56.13 - $60.79 $556K - $602K
21.1K $1.28M
XLB
Select Sector Spdr Fd Material

ETFs
6.82K
+ 117.98%
$86.72 - $92.61 $591K - $631K
12.6K $1.13M
UJUL
Innovator U.S. Equity Ultra Bu

ETFs
16.1K
New
$36.71 - $38.11 $592K - $615K
16.1K $614K
NOBL
Proshares S&P 500 Dividend Ari

ETFs
4.57K
+ 7.56%
$101.12 - $106.18 $462K - $485K
64.9K $6.69M
IWP
Ishares Russell Mid Cap Growth

ETFs
4.1K
+ 128.65%
$137.51 - $145.26 $563K - $595K
7.28K $1.04M
VPU
Vanguard Utilities ETF

ETFs
1.15K
+ 3.97%
$175.25 - $189.41 $202K - $218K
30.2K $5.72M
SPG
Simon Property Group Inc

Real Estate
318
+ 1.6%
$159.93 - $187.67 $50.9K - $59.7K
20.1K $3.78M
SQ
Block, Inc.

Technology
10.3K
New
N/A
10.3K $590K
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
18.5K
+ 73.9%
$28.15 - $30.13 $520K - $556K
43.4K $1.29M
AGQ
Pro Shares Trust Ii

ETFs
5.75K
+ 115.0%
$47.2 - $76.88 $271K - $442K
10.8K $819K
META
Meta Platforms, Inc.

Communication Services
1.11K
+ 1.78%
$695.21 - $791.73 $770K - $876K
63.4K $46.6M
PWR
Quanta Services, Inc.

Industrials
1.3K
+ 108.08%
$372.29 - $421.68 $483K - $547K
2.5K $1.04M
UAPR
Innovator U.S. Equity Ultra Bu

ETFs
17.8K
New
$31.28 - $32.14 $558K - $574K
17.8K $573K
KBE
Spdr S&P Bank ETF

ETFs
9.64K
New
$55.26 - $61.99 $533K - $598K
9.64K $572K
FNDA
Schwab Fundamental U S Small C

ETFs
7.91K
+ 6.2%
$28.75 - $31.93 $228K - $253K
136K $4.22M
VLUE
Ishares Msci Usa Value Factor

ETFs
2.45K
+ 11.12%
$111.55 - $125.05 $273K - $306K
24.4K $3.06M
SCHV
Schwab Strategic Tr Us Large C

ETFs
18.1K
+ 98.88%
$27.61 - $29.15 $500K - $528K
36.4K $1.06M
BTI
British American Tobacco P.L.C.

Consumer Defensive
10.4K
New
$46.69 - $59.27 $487K - $618K
10.4K $553K
NUE
Nucor Corp

Basic Materials
4K
New
$133.3 - $150.33 $533K - $601K
4K $541K
PAUG
Innovator U.S. Equity Power Bu

ETFs
11.2K
+ 37.3%
$40.45 - $42.49 $453K - $476K
41.2K $1.75M
OMEX
Odyssey Marine Exploration Inc

Industrials
278K
New
$1.11 - $2.2 $308K - $611K
278K $533K
CYBR
Cyber Ark Software Ltd.

Technology
538
+ 15.05%
$374.8 - $491.1 $202K - $264K
4.11K $1.99M
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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