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
DFNM
Dimensional ETF Tr Natl Mun Bd

ETFs
8.1K
New
$47.18 - $48.17 $382K - $390K
8.1K $388K
UMAR
Innovator U.S. Equity Ultra Bu

ETFs
9.77K
+ 176.49%
$37.58 - $39.01 $367K - $381K
15.3K $596K
BKH
Black Hills Corp

Utilities
6.3K
New
$55.87 - $61.62 $352K - $388K
6.3K $387K
DHI
Horton D R Inc

Consumer Cyclical
1.58K
+ 53.96%
$129.82 - $184.04 $205K - $291K
4.51K $763K
DIVB
Ishares Tr U S Divid & Buyback

ETFs
6.89K
+ 55.13%
$49.55 - $52.25 $341K - $360K
19.4K $1.01M
STWD
Starwood Property Trust, Inc.

Real Estate
19.8K
New
$19.37 - $20.97 $384K - $415K
19.8K $383K
NEE
Nextera Energy Inc

Utilities
3.57K
+ 20.39%
$69.77 - $77.54 $249K - $277K
21.1K $1.59M
DUK
Duke Energy Corp

Utilities
2.2K
+ 12.07%
$116.31 - $125.93 $255K - $276K
20.4K $2.52M
ONEQ
Fidelity Nasdaq Composite Inde

ETFs
4.2K
New
$79.52 - $89.63 $334K - $377K
4.2K $374K
ARES
Ares Management Corp

Financial Services
2.33K
New
$159.89 - $192.76 $372K - $449K
2.33K $372K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
956
+ 3.17%
$132.9 - $142.03 $127K - $136K
31.1K $4.38M
IBTF
Ishares Tr Ibonds Dec 2025 Ter

ETFs
15.6K
New
$23.29 - $23.38 $364K - $366K
15.6K $365K
VIS
Vanguard Industrial ETF

ETFs
445
+ 3.21%
$281.0 - $296.29 $125K - $132K
14.3K $4.24M
ENB
Enbridge Inc

Energy
506
+ 0.79%
$43.79 - $50.46 $22.2K - $25.5K
64.7K $3.26M
VDE
Vanguard Energy ETF

ETFs
691
+ 1.75%
$118.37 - $129.65 $81.8K - $89.6K
40.1K $5.04M
KKR
Kkr & Co. Inc.

Financial Services
2.73K
+ 114.58%
$129.95 - $152.16 $354K - $415K
5.11K $663K
BBAI
Big Bear.Ai Holdings, Inc.

Technology
52.6K
New
$4.73 - $8.22 $249K - $432K
52.6K $343K
BSJT
Invesco Self Indexed Fd Tr Bul

ETFs
15.9K
New
$21.35 - $21.7 $339K - $344K
15.9K $342K
KLAC
Kla Corp

Technology
315
New
$843.9 - $1078.6 $266K - $340K
315 $339K
VAW
Vanguard Materials ETF

ETFs
793
+ 4.54%
$193.21 - $210.15 $153K - $167K
18.3K $3.74M
ET
Energy Transfer LP

Energy
24.8K
+ 26.5%
$17.11 - $18.16 $425K - $451K
119K $2.03M
QCOM
Qualcomm Inc

Technology
1.6K
+ 16.98%
$145.84 - $173.55 $234K - $278K
11K $1.84M
FTNT
Fortinet, Inc.

Technology
3.93K
New
$74.39 - $107.65 $292K - $423K
3.93K $330K
GM
General Motors CO

Consumer Cyclical
3.75K
+ 43.58%
$48.89 - $61.24 $183K - $230K
12.4K $753K
PPA
Invesco Exchange Traded Fd Tr

ETFs
2.12K
New
$139.82 - $155.45 $296K - $329K
2.12K $328K
GLW
Corning Inc

Technology
3.99K
New
$51.6 - $82.03 $206K - $327K
3.99K $326K
BBUS
J P Morgan Exchg Traded Fd

ETFs
2.7K
New
$111.77 - $121.28 $302K - $328K
2.7K $326K
CEFS
Exchange Listed Fds Tr Saba Cl

ETFs
8.8K
+ 3.74%
$22.18 - $22.83 $195K - $201K
244K $5.56M
EXEL
Exelixis, Inc.

Healthcare
7.79K
New
$36.22 - $46.25 $282K - $360K
7.79K $321K
AMGN
Amgen Inc

Healthcare
727
+ 1.9%
$271.18 - $309.22 $197K - $225K
39.1K $11M
JNK
Spdr Bloomberg High Yield Bond

ETFs
3.2K
+ 57.48%
$96.22 - $98.19 $308K - $314K
8.77K $859K
HIMS
Hims & Hers Health, Inc.

Consumer Defensive
4.6K
+ 56.44%
$41.53 - $66.18 $191K - $305K
12.8K $723K
SCHH
Schwab Strategic U.S. Reit ETF

ETFs
14.7K
New
$20.76 - $21.78 $306K - $321K
14.7K $317K
AINV
Apollo Investment Corp

Financial Services
28.5K
+ 7.65%
N/A
400K $4.45M
ACIO
ETF Ser Solutions Aptus Collar

ETFs
7.25K
New
$41.26 - $43.63 $299K - $316K
7.25K $314K
BAC
Bank Of America Corp

Financial Services
1.75K
+ 3.37%
$44.92 - $52.42 $78.7K - $91.8K
53.8K $2.78M
LQDH
Ishares U S ETF Tr Int Rate He

ETFs
2.68K
+ 4.93%
$92.14 - $93.55 $247K - $251K
57.1K $5.34M
PEP
Pepsico Inc

Consumer Defensive
1.36K
+ 9.76%
$133.81 - $152.16 $182K - $207K
15.3K $2.14M
FNDF
Schwab Fundamental Intl Large

ETFs
7.12K
New
$39.84 - $43.15 $284K - $307K
7.12K $305K
NEM
Newmont Corp

Basic Materials
3.62K
New
$57.35 - $85.25 $208K - $309K
3.62K $305K
OKE
Oneok Inc

Energy
5.29K
+ 52.34%
$71.36 - $83.47 $378K - $442K
15.4K $1.12M
QS
Quantum Scape Corp

Consumer Cyclical
12.7K
+ 50.01%
$6.36 - $14.64 $80.9K - $186K
38.1K $469K
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
6.43K
New
$42.26 - $47.16 $272K - $303K
6.43K $297K
CI
Cigna Corp

Healthcare
1.36K
+ 61.02%
$262.23 - $334.39 $356K - $454K
3.58K $1.03M
VFH
Vanguard Financial ETF

ETFs
1.31K
+ 4.09%
$125.23 - $132.78 $164K - $174K
33.2K $4.36M
WU
Western Union CO

Financial Services
37.2K
New
$7.88 - $8.84 $293K - $329K
37.2K $297K
IWB
Ishares Tr Russell 1000 ETF

ETFs
454
+ 9.07%
$339.37 - $366.46 $154K - $166K
5.46K $2M
IBND
Spdr Bloomberg International C

ETFs
9.79K
+ 13.12%
$31.45 - $32.68 $308K - $320K
84.4K $2.73M
DNP
Dnp Select Income Fund Inc

Financial Services
20.2K
+ 4.91%
$9.65 - $10.02 $195K - $203K
432K $4.32M
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