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
LNT
Alliant Energy Corp

Utilities
6.26K
New
$58.79 - $64.85 $368K - $406K
6.26K $378K
SCHA
Schwab Strategic Tr Us Small C

ETFs
12.4K
+ 37.62%
$20.42 - $25.3 $254K - $315K
45.5K $1.15M
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
7.39K
+ 9.0%
$50.1 - $51.02 $370K - $377K
89.4K $4.56M
FOCT
First Tr Ex Trad Fd Viii Cboe

ETFs
8.31K
New
$38.29 - $44.77 $318K - $372K
8.31K $372K
PFF
Ishares Trust Ishares Pfd And

ETFs
12.1K
New
$29.0 - $30.68 $350K - $370K
12.1K $370K
MELI
Mercadolibre Inc

Consumer Cyclical
112
+ 102.75%
$1794.73 - $2613.63 $201K - $293K
221 $577K
FDVV
Fidelity High Dividend ETF

ETFs
6.1K
+ 34.25%
$43.6 - $52.02 $266K - $317K
23.9K $1.24M
BSJS
Invesco Exc Self Ind Tr Bullet

ETFs
16.1K
+ 143.52%
$20.93 - $22.05 $337K - $355K
27.3K $601K
CELH
Celsius Holdings, Inc.

Consumer Defensive
4.85K
+ 39.3%
$33.89 - $46.39 $164K - $225K
17.2K $796K
ARE
Alexandria Real Estate Equities, Inc.

Real Estate
4.93K
New
$67.83 - $92.33 $334K - $455K
4.93K $357K
EXC
Exelon Corp

Utilities
8.94K
+ 54.39%
$42.2 - $47.37 $377K - $423K
25.4K $1.1M
TMDX
Trans Medics Group, Inc.

Healthcare
2.56K
New
$67.67 - $143.04 $173K - $367K
2.56K $343K
NVO
Novo Nordisk A S

Healthcare
4.96K
+ 50.79%
$58.08 - $81.05 $288K - $402K
14.7K $1.02M
ICE
Intercontinental Exchange, Inc.

Financial Services
1.8K
New
$151.62 - $183.47 $273K - $330K
1.8K $330K
ETN
Eaton Corp PLC

Industrials
100
+ 2.89%
$246.52 - $356.99 $24.7K - $35.7K
3.56K $1.27M
ASTS
Ast Space Mobile, Inc.

Communication Services
7.02K
New
$20.07 - $51.83 $141K - $364K
7.02K $328K
VLUE
Ishares Msci Usa Value Factor

ETFs
1.71K
+ 8.43%
$93.5 - $113.21 $160K - $193K
22K $2.49M
URA
Global X Uranium ETF

ETFs
8.44K
New
$20.26 - $38.81 $171K - $328K
8.44K $327K
CNI
Canadian National Railway CO

Industrials
2.88K
+ 71.72%
$92.66 - $108.13 $266K - $311K
6.89K $716K
USMV
Ishares Msci Usa Min Vol Facto

ETFs
3.35K
+ 5.76%
$85.42 - $94.39 $286K - $316K
61.4K $5.77M
RIO
Rio Tinto PLC

Basic Materials
5.52K
New
$52.32 - $62.75 $289K - $347K
5.52K $322K
TSCO
Tractor Supply CO

Consumer Cyclical
6.11K
New
$47.86 - $55.77 $292K - $341K
6.11K $322K
EPD
Enterprise Products Partners L.P.

Energy
32.4K
+ 14.77%
$28.95 - $34.22 $939K - $1.11M
252K $7.81M
IXUS
Ishares Tr

ETFs
4.05K
New
$62.37 - $77.63 $253K - $315K
4.05K $313K
FPE
First Tr Pfd Secs & Income ETF

ETFs
17.6K
New
$16.93 - $17.81 $298K - $313K
17.6K $313K
DELL
Dell Technologies Inc.

Technology
2.55K
New
$71.63 - $125.98 $183K - $321K
2.55K $312K
SHOP
Shopify Inc.

Technology
1.19K
+ 13.86%
$76.89 - $115.35 $91.7K - $138K
9.8K $1.13M
FMAY
First Tr Exch Tr Fd Viii Cboe

Technology
6.09K
New
$42.44 - $50.03 $259K - $305K
6.09K $304K
XPND
First Tr Exchange Traded Fd Vi
9.04K
New
$25.1 - $33.68 $227K - $304K
9.04K $304K
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
4.48K
+ 13.59%
$34.72 - $42.74 $155K - $191K
37.4K $1.6M
PSX
Phillips 66

Energy
2.71K
+ 52.01%
$92.87 - $125.73 $252K - $341K
7.93K $945K
JCI
Johnson Controls International PLC

Industrials
2.83K
New
$71.14 - $105.62 $202K - $299K
2.83K $299K
AFRM
Affirm Holdings, Inc.

Technology
4.31K
New
$35.75 - $69.14 $154K - $298K
4.31K $297K
JNK
Spdr Bloomberg High Yield Bond

ETFs
2.99K
+ 115.78%
$91.23 - $97.27 $273K - $291K
5.57K $541K
PFFD
Global X Fds U S Pfd ETF (De)

ETFs
15.6K
New
$18.11 - $18.97 $283K - $296K
15.6K $293K
MRVL
Marvell Technology, Inc.

Technology
3.78K
New
$49.38 - $79.97 $186K - $302K
3.78K $292K
AXON
Axon Enterprise, Inc.

Industrials
81
+ 10.98%
$497.13 - $827.94 $40.3K - $67.1K
819 $678K
JD
Jd.Com, Inc.

Consumer Cyclical
8.91K
New
$31.44 - $41.32 $280K - $368K
8.91K $290K
SPOT
Spotify Technology S.A.

Communication Services
256
+ 59.53%
$503.3 - $775.9 $129K - $199K
686 $526K
IONQ
Ion Q, Inc.

Technology
6.73K
New
$20.68 - $48.04 $139K - $323K
6.73K $289K
MPWR
Monolithic Power Systems Inc

Technology
395
New
$455.19 - $737.73 $180K - $291K
395 $288K
CSCO
Cisco Systems, Inc.

Technology
865
+ 2.93%
$53.19 - $69.38 $46K - $60K
30.3K $2.11M
SOXX
Ishares Semiconductor ETF

ETFs
1.2K
New
$154.86 - $239.07 $186K - $287K
1.2K $286K
MAR
Marriott International Inc

Consumer Cyclical
607
+ 17.96%
$211.12 - $274.14 $128K - $166K
3.99K $1.09M
FBCG
Fidelity Covington Tr Blue Chi

ETFs
5.93K
New
$35.12 - $48.24 $208K - $286K
5.93K $285K
PGX
Invesco ETF Tr Ii Pfd ETF

ETFs
25.6K
New
$10.78 - $11.28 $276K - $288K
25.6K $284K
SHAK
Shake Shack Inc.

Consumer Cyclical
2.01K
New
$75.85 - $140.6 $153K - $283K
2.01K $282K
VAW
Vanguard Materials ETF

ETFs
921
+ 5.56%
$163.82 - $196.64 $151K - $181K
17.5K $3.41M
EMLP
First Tr Exchange Traded Iv

ETFs
7.48K
New
$33.62 - $37.89 $252K - $283K
7.48K $280K
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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