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
VEU
Vanguard Ftse All World Ex Us

ETFs
4.08K
New
$66.38 - $71.68 $271K - $293K
4.08K $291K
VONG
Vanguard Russell 1000 Growth E

ETFs
1.99K
+ 43.15%
$108.08 - $121.73 $215K - $242K
6.6K $794K
JBBB
Janus Detroit Str Tr Henderson

ETFs
6.04K
+ 5.93%
$48.04 - $48.61 $290K - $293K
108K $5.19M
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
5.35K
+ 9.57%
$45.72 - $47.27 $245K - $253K
61.3K $2.88M
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
3.22K
New
$79.39 - $90.39 $255K - $291K
3.22K $285K
SCHB
Schwab Strategic Tr Us Broad M

ETFs
9.33K
+ 44.04%
$23.82 - $25.84 $222K - $241K
30.5K $784K
MAIN
Main Street Capital Corp

Financial Services
1.76K
+ 4.73%
$59.28 - $67.54 $104K - $119K
38.9K $2.48M
PFG
Principal Financial Group Inc

Financial Services
3.36K
New
$75.53 - $82.95 $253K - $278K
3.36K $278K
USFR
Wisdomtree Floating Rate Treas

ETFs
5.55K
+ 109.3%
$50.23 - $50.48 $279K - $280K
10.6K $533K
GD
General Dynamics Corp

Industrials
414
+ 15.27%
$293.92 - $341.0 $122K - $141K
3.13K $1.07M
URI
United Rentals, Inc.

Industrials
109
+ 13.02%
$774.14 - $975.23 $84.4K - $106K
946 $903K
AVIG
American Centy ETF Tr Avantis

ETFs
6.43K
New
$41.02 - $42.32 $264K - $272K
6.43K $270K
BJUL
Innovator U.S. Equity Buffer E

ETFs
5.4K
New
$47.14 - $49.66 $255K - $268K
5.4K $268K
JEF
Jefferies Financial Group Inc.

Financial Services
4.1K
New
$54.67 - $70.36 $224K - $288K
4.1K $268K
AIRR
First Tr Vi Rba Amern Indl Ren

ETFs
2.77K
New
$82.22 - $96.68 $228K - $268K
2.77K $267K
XBAP
Innovator ETF Tr Us Equity Acc
7.07K
New
$36.72 - $37.86 $260K - $268K
7.07K $267K
NNN
National Retail Properties, Inc.

Real Estate
6.25K
New
$40.68 - $44.1 $254K - $276K
6.25K $266K
SEIX
Virtus ETF Tr Ii Seix Sr Ln Et

ETFs
11K
+ 5.27%
$23.53 - $23.75 $259K - $261K
220K $5.18M
AGGH
Simp Exch.Tra.Fds Simplify Agg

ETFs
12.7K
New
$20.0 - $20.97 $255K - $267K
12.7K $263K
MNDY
Monday.Com Ltd.

Technology
1.36K
New
$171.46 - $309.62 $232K - $420K
1.36K $262K
TPIF
Timothy Plan Intl ETF (De)

ETFs
7.25K
+ 52.14%
$31.81 - $33.66 $231K - $244K
21.2K $705K
FLBL
Franklin Templeton ETF Tr Libe

ETFs
12.5K
+ 5.94%
$24.02 - $24.28 $300K - $304K
223K $5.35M
IGRO
Ishares Tr International Divid

ETFs
3.21K
New
$75.97 - $80.24 $244K - $257K
3.21K $255K
OHI
Omega Healthcare Investors Inc

Real Estate
1.51K
+ 4.4%
$36.29 - $43.34 $54.8K - $65.4K
35.8K $1.51M
KURA
Kura Oncology, Inc.

Healthcare
28.8K
New
$5.54 - $9.05 $159K - $260K
28.8K $254K
SOFI
So Fi Technologies, Inc.

Financial Services
1.19K
+ 4.41%
$17.64 - $29.81 $20.9K - $35.4K
28.1K $742K
FSMD
Fidelity Covington Tr Small Mi

ETFs
3.9K
+ 12.88%
$41.29 - $44.71 $161K - $174K
34.2K $1.5M
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
2.07K
New
$117.65 - $120.08 $244K - $249K
2.07K $247K
SCHA
Schwab Strategic Tr Us Small C

ETFs
4.59K
+ 10.09%
$25.29 - $28.33 $116K - $130K
50.1K $1.4M
CSWC
Capital Southwest Corp

Financial Services
12.2K
+ 10.31%
$21.86 - $23.33 $266K - $284K
130K $2.85M
DASH
Door Dash, Inc.

Communication Services
673
+ 28.52%
$234.5 - $272.5 $158K - $183K
3.03K $824K
NOCT
Innovator Growth 100 Power Buf

ETFs
3.84K
+ 34.96%
$54.27 - $56.81 $208K - $218K
14.8K $841K
EEM
Ishares Msci Emerging Markets

ETFs
2.51K
+ 11.82%
$48.07 - $53.4 $121K - $134K
23.8K $1.27M
NDSN
Nordson Corp

Industrials
1.07K
New
$209.25 - $227.98 $224K - $244K
1.07K $242K
ARKK
Ark ETF Tr Innovation ETF (De)

ETFs
1.43K
+ 19.38%
$68.94 - $86.3 $98.5K - $123K
8.8K $759K
BK
Bank Of New York Mellon Corp

Financial Services
787
+ 9.05%
$90.65 - $109.75 $71.3K - $86.4K
9.49K $1.03M
IEFA
Ishares Tr

ETFs
1.82K
+ 8.62%
$81.7 - $87.53 $149K - $159K
23K $2M
BSEP
Innovator U.S. Equity Buffer E

ETFs
4.67K
+ 97.74%
$45.13 - $48.29 $211K - $225K
9.44K $455K
SKYY
First Trust Cloud Computing Et

ETFs
1.78K
New
$118.24 - $138.53 $210K - $246K
1.78K $238K
RY
Royal Bank Of Canada

Financial Services
1.6K
New
$128.46 - $148.6 $206K - $238K
1.6K $235K
GPC
Genuine Parts CO

Consumer Cyclical
1.14K
+ 25.7%
$122.23 - $142.77 $139K - $163K
5.57K $772K
STZ
Constellation Brands, Inc.

Consumer Defensive
1.73K
New
$131.78 - $176.09 $228K - $305K
1.73K $233K
IWC
Russell Micro Cap ETF

ETFs
806
+ 15.46%
$127.86 - $151.39 $103K - $122K
6.02K $897K
FHLC
Fidelity Covington Tr Msci Hea

ETFs
3.45K
New
$61.56 - $66.95 $212K - $231K
3.45K $230K
ES
Eversource Energy

Utilities
3.22K
New
$62.86 - $71.14 $202K - $229K
3.22K $228K
BOND
Pimco Active Bond Exchange Tra

ETFs
2.43K
New
$90.83 - $93.81 $221K - $228K
2.43K $226K
AEM
Agnico Eagle Mines LTD

Basic Materials
1.34K
New
$116.14 - $168.56 $155K - $225K
1.34K $225K
NRG
Nrg Energy, Inc.

Utilities
1.39K
New
$144.77 - $173.91 $201K - $242K
1.39K $225K
AFL
Aflac Inc

Financial Services
1.59K
+ 20.89%
$98.09 - $111.7 $156K - $177K
9.19K $1.03M
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
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