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
SCHE
Schwab Strategic Tr Us Emergin

ETFs
15.8K
New
$30.13 - $33.37 $475K - $527K
15.8K $526K
APLD
Applied Blockchain, Inc.

Financial Services
12.4K
+ 66.56%
$9.18 - $24.67 $114K - $306K
31K $711K
CEG
Constellation Energy Corp

Utilities
1.52K
+ 46.3%
$298.82 - $354.89 $453K - $538K
4.79K $1.58M
ICSH
Blackrock Ultra Short Term Bon

ETFs
10.2K
New
$50.52 - $50.75 $514K - $517K
10.2K $516K
VBK
Vanguard Small Cap Growth ETF

ETFs
1.6K
+ 96.68%
$276.51 - $305.12 $443K - $489K
3.26K $969K
HSBC
Hsbc Holdings PLC

Financial Services
7.21K
New
$60.27 - $70.98 $434K - $512K
7.21K $511K
EPD
Enterprise Products Partners L.P.

Energy
14.2K
+ 5.64%
$30.74 - $32.14 $437K - $457K
266K $8.32M
UAUG
Innovator U.S. Equity Ultra Bu

ETFs
12.5K
+ 143.44%
$37.4 - $39.31 $468K - $492K
21.2K $834K
DFIP
Dimensional ETF Tr Inflation P

ETFs
12K
New
$41.6 - $42.66 $498K - $511K
12K $505K
DBEF
Xtrackers Msci Eafe Hedged Equ

ETFs
10.9K
New
$43.65 - $46.42 $474K - $504K
10.9K $504K
EFA
Ishares Tr Msci Eafe ETF

ETFs
4.71K
+ 30.61%
$87.29 - $93.61 $411K - $441K
20.1K $1.88M
FRDM
Ea Ser Tr Freedom 100 Emerging

ETFs
3.48K
+ 3.96%
$40.04 - $45.11 $139K - $157K
91.2K $4.04M
JQUA
J P Morgan ETF Tr U S Quality

ETFs
6.74K
+ 28.87%
$59.61 - $63.09 $402K - $425K
30.1K $1.89M
FICS
First Tr Exchange Traded Fd Vi

ETFs
12.9K
New
$37.37 - $39.97 $481K - $514K
12.9K $490K
OUNZ
Van Eck Merk Gold Trust

ETFs
7.74K
+ 20.35%
$31.49 - $37.19 $244K - $288K
45.8K $1.7M
ADM
Archer Daniels Midland CO

Consumer Defensive
7.63K
+ 175.75%
$53.54 - $64.21 $409K - $490K
12K $715K
SPSB
Spdr Portfolio Short Term Corp

ETFs
15.7K
+ 19.35%
$30.02 - $30.29 $472K - $476K
96.9K $2.94M
APH
Amphenol Corp

Technology
3.91K
New
$97.39 - $125.4 $381K - $490K
3.91K $483K
BSV
Vanguard Bd Index Fd Inc Short

ETFs
6.06K
+ 44.42%
$78.11 - $79.07 $473K - $479K
19.7K $1.55M
XDSQ
Innovator Etfs Tr Us Equity Ac
12.1K
New
$37.5 - $39.86 $453K - $482K
12.1K $481K
UMAY
Innovator U.S. Equity Ultra Bu

ETFs
13.1K
New
$34.91 - $35.87 $456K - $468K
13.1K $468K
MU
Micron Technology Inc

Technology
546
+ 6.6%
$104.88 - $168.89 $57.3K - $92.2K
8.82K $1.48M
SCHR
Schwab Intermediate Term Us Tr

ETFs
17.4K
+ 9.99%
$24.69 - $25.26 $430K - $440K
192K $4.82M
RECS
Columbia ETF Tr I

ETFs
11.2K
New
$36.82 - $40.35 $414K - $453K
11.2K $453K
SDS
Proshares Tr Ultrashort S&P 50

ETFs
31.4K
New
$14.45 - $16.7 $453K - $524K
31.4K $453K
PFFA
Etfis Ser Tr I

ETFs
10.9K
+ 4.45%
$20.94 - $22.43 $228K - $244K
256K $5.55M
VIG
Vanguard Dividend Appreciation

ETFs
2.45K
+ 21.41%
N/A
13.9K $2.53M
MKL
Markel Corp

Financial Services
232
New
$1898.34 - $2031.8 $440K - $471K
232 $443K
AMAX
Starboard Invt Tr Rh Hedged Mu
53.7K
New
$7.81 - $8.25 $420K - $443K
53.7K $440K
XDQQ
Innovator Etfs Tr Growth Accel
11.6K
New
$34.77 - $37.81 $405K - $440K
11.6K $440K
BNS
Bank Of Nova Scotia

Financial Services
6.82K
New
$54.5 - $64.93 $372K - $443K
6.82K $440K
EWG
Ishares Msci Germany ETF

ETFs
10.5K
New
$40.75 - $43.26 $430K - $456K
10.5K $438K
UNOV
Earth Science Tech, Inc.

ETFs
11.7K
New
$36.04 - $37.48 $421K - $438K
11.7K $437K
AEE
Ameren Corp

Utilities
3.92K
+ 120.35%
$95.0 - $104.38 $372K - $409K
7.18K $749K
AAAU
Goldman Sachs Physical Gold ETF

ETFs
1.11K
+ 1.54%
$32.29 - $38.12 $35.7K - $42.1K
72.9K $2.78M
PSX
Phillips 66

Energy
2.2K
+ 27.7%
$118.37 - $139.46 $260K - $306K
10.1K $1.38M
CPRT
Copart Inc

Consumer Cyclical
9.6K
New
$44.6 - $49.97 $428K - $480K
9.6K $431K
FSEP
First Tr ETF Viii Cboe Vest Us

ETFs
7.96K
+ 87.76%
$47.96 - $50.54 $382K - $402K
17K $860K
PG
Procter & Gamble CO

Consumer Defensive
5.6K
+ 7.27%
$150.47 - $161.22 $842K - $902K
82.6K $12.7M
UITB
Usaa ETF Tr Core Intermediate

ETFs
8.61K
New
$46.38 - $47.74 $400K - $411K
8.61K $409K
BEN
Franklin Resources Inc

Financial Services
17.7K
New
$23.13 - $26.03 $408K - $460K
17.7K $408K
BNDX
Vanguard Total International B

ETFs
8.26K
+ 35.56%
$49.0 - $49.51 $405K - $409K
31.5K $1.56M
UFEB
Innovator U.S. Equity Ultra Bu

ETFs
11.3K
New
$34.26 - $35.77 $387K - $404K
11.3K $404K
WST
West Pharmaceutical Services Inc

Healthcare
696
+ 13.83%
$210.08 - $279.1 $146K - $194K
5.73K $1.5M
UJUN
Innovator U.S. Equity Ultra Bu

ETFs
10.9K
New
$35.56 - $36.69 $386K - $398K
10.9K $398K
DFUS
Dimensional ETF Tr U S Equity

ETFs
5.24K
+ 157.8%
$67.01 - $72.84 $351K - $382K
8.56K $620K
TRP
Tc Energy Corp

Energy
6.64K
+ 107.5%
$46.58 - $54.41 $309K - $361K
12.8K $697K
XEMD
Bondbloxx ETF Tr Jp Morgan Usd

ETFs
9.03K
New
$42.8 - $44.0 $386K - $397K
9.03K $394K
VGK
Vanguard Ftse Europe ETF Ftse

ETFs
4.88K
New
$75.26 - $80.19 $367K - $391K
4.88K $389K
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
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