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
TSLX
Sixth Street Specialty Lending, Inc.

Financial Services
42.1K
New
$19.16 - $23.81 $807K - $1M
42.1K $1M
VFMV
Vanguard Wellington Fd

ETFs
6.05K
+ 4.53%
$114.53 - $128.23 $693K - $776K
140K $17.9M
PALC
Pacer Fds Tr Lunt Large Cap Mu

Technology
18.9K
+ 208.35%
$43.45 - $49.4 $821K - $933K
28K $1.38M
FNOV
First Tr ETF Viii Ft Cboe Vest

ETFs
18.3K
New
$42.85 - $50.11 $786K - $919K
18.3K $919K
FDEC
First Tr Ex Tr Fd Viii Ft Cboe

ETFs
19.7K
New
$39.93 - $46.67 $787K - $920K
19.7K $919K
DKNG
Draft Kings Inc.

Consumer Cyclical
9.93K
+ 20.96%
$31.67 - $42.89 $315K - $426K
57.3K $2.46M
WBS
Webster Financial Corp

Financial Services
16.2K
New
$41.76 - $54.91 $676K - $889K
16.2K $883K
EFA
Ishares Tr Msci Eafe ETF

ETFs
9.3K
+ 152.38%
$72.96 - $90.39 $678K - $840K
15.4K $1.38M
EMGF
Ishares Msci Emerging Markets

ETFs
3.41K
+ 2.59%
$41.37 - $52.07 $141K - $177K
135K $7.03M
IYZ
Ishares Tr Us Telecommunicatio

ETFs
28.8K
New
$24.53 - $29.78 $705K - $856K
28.8K $856K
IYF
Ishares Tr

ETFs
6.67K
New
$99.23 - $120.99 $662K - $807K
6.67K $807K
XLI
Industrial Sector Spdr

ETFs
1.9K
+ 6.0%
$116.42 - $147.52 $221K - $280K
33.6K $4.95M
GOOG
Alphabet Inc.

Communication Services
1.9K
+ 8.66%
$146.58 - $180.01 $278K - $342K
23.8K $4.23M
VRT
Vertiv Holdings CO

Industrials
9.23K
+ 4.89%
N/A
198K $17.2M
FRDM
Ea Ser Tr Freedom 100 Emerging

ETFs
9.33K
+ 11.9%
$30.96 - $40.6 $289K - $379K
87.7K $3.54M
SPSB
Spdr Portfolio Short Term Corp

ETFs
25.9K
+ 46.83%
$29.82 - $30.19 $772K - $782K
81.2K $2.45M
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
5.85K
New
$104.23 - $134.39 $609K - $786K
5.85K $785K
DTD
Wisdomtree Tr U.S Total Divide

ETFs
7.43K
+ 9.89%
$68.45 - $79.52 $509K - $591K
82.6K $6.57M
LMT
Lockheed Martin Corp

Industrials
1.49K
+ 28.82%
$430.82 - $486.45 $642K - $725K
6.67K $3.09M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
1.05K
+ 1.05%
$55.54 - $69.09 $58.3K - $72.5K
101K $6.98M
MOAT
Vaneck Morningstar Wide Moat E

ETFs
8.97K
+ 19.06%
N/A
56K $4.81M
WFC
Wells Fargo & Company

Financial Services
5.61K
+ 14.67%
$60.98 - $80.12 $342K - $449K
43.8K $3.51M
BA
Boeing CO

Industrials
1.45K
+ 12.21%
$136.59 - $217.51 $198K - $315K
13.3K $2.79M
KR
Kroger CO

Consumer Defensive
7.59K
+ 14.68%
$64.62 - $74.0 $491K - $562K
59.3K $4.26M
VST
Vistra Corp.

Utilities
2.8K
+ 103.71%
$98.07 - $195.04 $274K - $546K
5.5K $1.07M
BSCS
Invesco ETF Fd Tr Invesco Bull

ETFs
36.3K
+ 120.63%
$20.16 - $20.49 $732K - $744K
66.4K $1.36M
CGDV
Capital Group Divid Value ETF

ETFs
18.7K
New
$31.93 - $39.49 $597K - $738K
18.7K $737K
APP
App Lovin Corp

Technology
385
+ 5.71%
$219.37 - $417.89 $84.5K - $161K
7.12K $2.49M
FTCS
First Trust Capital Strength E

ETFs
6.97K
+ 13.49%
$81.6 - $92.39 $569K - $644K
58.7K $5.33M
SPHY
Spdr Ser Tr Spdr Portfolio Hig

ETFs
27.7K
+ 33.19%
$22.4 - $23.8 $621K - $660K
111K $2.65M
TT
Trane Technologies PLC

Industrials
84
+ 1.29%
$315.21 - $437.41 $26.5K - $36.7K
6.59K $2.88M
IEFA
Ishares Tr

ETFs
6.91K
+ 48.55%
$67.83 - $84.09 $469K - $581K
21.1K $1.76M
FJUN
First Tr Ex Trd Viii Cboe Vest

Technology
10.4K
+ 32.56%
$46.04 - $53.67 $477K - $556K
42.2K $2.26M
FDLO
Fidelity Covington Tr Low Vola

ETFs
8.48K
+ 12.88%
$54.44 - $62.8 $462K - $533K
74.4K $4.67M
PAPR
Innovator U.S. Equity Power Bu

ETFs
11.6K
+ 8.02%
$33.22 - $37.29 $386K - $433K
157K $5.84M
PG
Procter & Gamble CO

Consumer Defensive
8.93K
+ 13.12%
$157.66 - $172.39 $1.41M - $1.54M
77K $12.3M
IWC
Russell Micro Cap ETF

ETFs
5.22K
New
$97.43 - $127.66 $508K - $666K
5.22K $665K
BSCV
Invesco ETF Self Indexed Fd Tr
39.9K
New
$15.97 - $16.53 $638K - $660K
39.9K $660K
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
21.9K
+ 30.86%
$17.76 - $22.1 $389K - $484K
92.8K $2.05M
BALL
Ball Corp

Consumer Cyclical
11.5K
New
$44.94 - $56.99 $519K - $658K
11.5K $647K
IWY
Ishares Tr Russell 200 Growth

ETFs
943
+ 8.13%
$187.5 - $246.51 $177K - $232K
12.5K $3.09M
DIVB
Ishares Tr U S Divid & Buyback

ETFs
12.5K
New
$42.56 - $50.32 $532K - $629K
12.5K $629K
DE
Deere & CO

Industrials
972
+ 30.96%
$412.99 - $531.48 $401K - $517K
4.11K $2.09M
FNDA
Schwab Fundamental U S Small C

ETFs
16.3K
+ 14.62%
$23.85 - $28.69 $388K - $467K
128K $3.66M
EQWL
Invesco Exchange Traded Fd Tr

ETFs
5.01K
+ 63.38%
$91.62 - $109.97 $459K - $551K
12.9K $1.42M
NOCT
Innovator Growth 100 Power Buf

ETFs
11K
New
$46.13 - $54.5 $507K - $598K
11K $598K
FLDR
Fidelity Merrimack Str Tr Low

ETFs
11.9K
+ 10.7%
$49.82 - $50.25 $592K - $597K
123K $6.15M
SPTL
Spdr Portfolio Long Term Treas

ETFs
23.2K
+ 49.88%
$25.48 - $27.78 $591K - $644K
69.7K $1.85M
FAPR
First Ex Tr Fd Viii Ft Cboe Ve

ETFs
13.8K
New
$37.32 - $42.19 $517K - $584K
13.8K $583K
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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