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
DASH
Door Dash, Inc.

Communication Services
2.36K
New
$163.16 - $246.51 $385K - $582K
2.36K $581K
COF
Capital One Financial Corp

Financial Services
2.39K
+ 112.36%
$150.57 - $212.76 $360K - $508K
4.52K $961K
MAIN
Main Street Capital Corp

Financial Services
8.53K
+ 29.75%
$49.15 - $59.32 $419K - $506K
37.2K $2.2M
VIS
Vanguard Industrial ETF

ETFs
506
+ 3.79%
$220.04 - $280.07 $111K - $142K
13.9K $3.88M
IUSG
Ishares Core S&P U.S Growth Et

ETFs
3.04K
+ 59.97%
$113.67 - $150.4 $346K - $458K
8.12K $1.22M
VGIT
Vanguard Intermediate Term Tre

ETFs
6.86K
+ 1.78%
$58.63 - $59.9 $402K - $411K
392K $23.4M
FLRN
Spdr Bloomberg Investment Grad

ETFs
18.1K
+ 62.73%
$30.29 - $30.83 $549K - $559K
47K $1.45M
CEG
Constellation Energy Corp

Utilities
739
+ 29.17%
$170.96 - $322.76 $126K - $239K
3.27K $1.06M
NOBL
Proshares S&P 500 Dividend Ari

ETFs
6.18K
+ 11.41%
$90.85 - $102.31 $562K - $632K
60.4K $6.08M
NLR
Vaneck ETF Tr Uranium+Nuclear

ETFs
3.53K
+ 90.14%
$66.89 - $111.18 $236K - $392K
7.44K $827K
GLDM
World Gold Trust

ETFs
5.18K
+ 9.52%
$58.96 - $67.97 $306K - $352K
59.6K $3.9M
VPU
Vanguard Utilities ETF

ETFs
2.16K
+ 8.01%
$158.36 - $178.82 $341K - $386K
29.1K $5.13M
FXU
First Tr Exchange Traded Fd Ut

ETFs
8.76K
+ 7.59%
$37.86 - $43.29 $331K - $379K
124K $5.26M
AMD
Advanced Micro Devices Inc

Technology
260
+ 2.11%
$78.21 - $143.81 $20.3K - $37.4K
12.6K $1.79M
EEM
Ishares Msci Emerging Markets

ETFs
9.55K
+ 81.41%
$38.52 - $48.28 $368K - $461K
21.3K $1.03M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
7.63K
+ 8.95%
$45.11 - $52.34 $344K - $399K
92.9K $4.86M
FBND
Fidelity Merrimack Str Tr Tota

ETFs
10.2K
+ 3.29%
$44.68 - $45.96 $457K - $470K
321K $14.7M
VO
Vanguard Mid Cap ETF

ETFs
1.52K
+ 44.79%
$228.54 - $279.83 $348K - $426K
4.92K $1.38M
PPC
Pilgrims Pride Corp

Consumer Defensive
11K
New
$44.55 - $56.26 $492K - $621K
11K $496K
FSMD
Fidelity Covington Tr Small Mi

ETFs
10.9K
+ 55.94%
$34.67 - $41.47 $377K - $450K
30.3K $1.26M
PFEB
Innovator U.S. Equity Power Bu

ETFs
11.2K
+ 44.47%
$33.46 - $38.01 $375K - $426K
36.4K $1.38M
KNG
Ft Cboe Vest S&P 500 Dividend

ETFs
10.8K
+ 24.21%
$45.3 - $50.64 $489K - $546K
55.3K $2.72M
PAVE
Global X Fds Us Infrastructure

ETFs
10.5K
New
$33.78 - $43.68 $354K - $458K
10.5K $457K
MU
Micron Technology Inc

Technology
1.71K
+ 26.11%
$64.72 - $127.91 $111K - $219K
8.27K $1.02M
VFMF
Vanguard Wellington Fd Us Mult

ETFs
3.3K
New
$111.3 - $134.5 $368K - $444K
3.3K $444K
FSTA
Fidelity Covington Tr Msci Con

ETFs
8.52K
+ 9.43%
$47.94 - $52.5 $409K - $447K
98.9K $5.06M
STX
Seagate Technology Holdings PLC

Technology
3.02K
New
$66.54 - $144.33 $201K - $436K
3.02K $436K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
3.58K
+ 12.84%
$483.48 - $539.8 $1.73M - $1.93M
31.5K $15.3M
FSEP
First Tr ETF Viii Cboe Vest Us

ETFs
9.07K
New
$41.22 - $48.01 $374K - $435K
9.07K $435K
IP
International Paper CO

Consumer Cyclical
10.5K
+ 119.08%
$43.89 - $54.46 $461K - $572K
19.3K $905K
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
1.34K
+ 1.63%
$71.28 - $83.74 $95.7K - $112K
83.9K $7.03M
FDMO
Fidelity Covington Tr Momentum

ETFs
2.79K
+ 14.2%
$58.0 - $75.86 $162K - $211K
22.4K $1.7M
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
424
+ 15.74%
$177.93 - $313.14 $75.4K - $133K
3.12K $976K
SPIP
Spdr Ser Tr Spdr Portfolio Tip

ETFs
16.5K
+ 69.16%
$25.57 - $26.34 $421K - $434K
40.3K $1.05M
CYBR
Cyber Ark Software Ltd.

Technology
510
+ 16.64%
$305.98 - $406.88 $156K - $208K
3.57K $1.45M
AVDV
American Centy ETF Tr Avantis

ETFs
780
+ 2.1%
$61.76 - $79.32 $48.2K - $61.9K
38K $3.01M
VFH
Vanguard Financial ETF

ETFs
1.39K
+ 4.54%
$104.87 - $127.3 $146K - $177K
31.9K $4.07M
HPQ
Hp Inc

Technology
18K
+ 188.7%
$21.88 - $29.32 $393K - $527K
27.5K $672K
SCHR
Schwab Intermediate Term Us Tr

ETFs
15.2K
+ 9.53%
$24.54 - $25.07 $373K - $381K
175K $4.37M
WM
Waste Management Inc

Industrials
1.83K
+ 43.38%
$216.47 - $242.1 $395K - $442K
6.03K $1.38M
HIMS
Hims & Hers Health, Inc.

Consumer Defensive
8.16K
New
$25.35 - $64.65 $207K - $527K
8.16K $406K
EPAM
Epam Systems, Inc.

Technology
2.17K
New
N/A
2.17K $403K
HPE
Hewlett Packard Enterprise CO

Technology
19.6K
New
$12.51 - $20.45 $246K - $402K
19.6K $401K
PKW
Invesco Exchange Traded Fd Tr

ETFs
3.23K
New
$98.58 - $123.6 $319K - $399K
3.23K $399K
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
6.26K
+ 31.1%
$45.88 - $54.4 $287K - $340K
26.4K $1.43M
AMPX
Amprius Technologies, Inc.

Industrials
92.4K
New
$2.07 - $4.27 $191K - $395K
92.4K $389K
NEE
Nextera Energy Inc

Utilities
5.84K
+ 50.06%
$64.11 - $75.0 $374K - $438K
17.5K $1.21M
FXL
First Tr Exchange Traded Fd Fi

ETFs
2.44K
New
$115.28 - $157.36 $282K - $385K
2.44K $384K
BAC
Bank Of America Corp

Financial Services
2.12K
+ 4.24%
$34.39 - $47.46 $72.8K - $101K
52.1K $2.46M
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
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