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
GME
Game Stop Corp.

Consumer Cyclical
8.34K
+ 22.69%
$21.1 - $35.01 $176K - $292K
45.1K $1.1M
MLPA
Global X Mlp ETF

ETFs
5.52K
New
$46.47 - $54.16 $256K - $299K
5.52K $277K
SCHJ
Schwab Strategic Tr 1 5 Yr C

ETFs
10.5K
+ 11.8%
$24.32 - $24.81 $255K - $260K
99.3K $2.46M
VONG
Vanguard Russell 1000 Growth E

ETFs
2.13K
+ 85.99%
$82.51 - $109.2 $176K - $233K
4.61K $503K
IOT
Samsara Inc.

Technology
6.03K
+ 26.09%
$33.46 - $47.74 $202K - $288K
29.2K $1.16M
BRO
Brown & Brown, Inc.

Financial Services
2.46K
New
$104.48 - $124.43 $256K - $305K
2.46K $272K
PECO
Phillips Edison & Company, Inc.

Real Estate
7.77K
New
$33.53 - $37.33 $261K - $290K
7.77K $272K
EMHY
Ishares J.P. Morgan Em High Yi

ETFs
6.95K
New
$36.2 - $38.97 $252K - $271K
6.95K $270K
TTD
Trade Desk, Inc.

Technology
3.76K
New
$45.27 - $79.4 $170K - $298K
3.76K $270K
SAP
Sap Se

Technology
878
New
$237.53 - $309.8 $209K - $272K
878 $266K
BXP
Boston Properties Inc

Real Estate
3.94K
New
$56.86 - $74.12 $224K - $292K
3.94K $265K
VIOO
Vanguard S&P Small Cap 600 ETF

ETFs
1.74K
+ 9.65%
$83.8 - $101.39 $146K - $177K
19.8K $2M
AIQ
Global X Funds Global X Artifi

ETFs
5.95K
New
$31.5 - $43.69 $188K - $260K
5.95K $260K
UBER
Uber Technologies, Inc

Technology
560
+ 5.51%
$64.62 - $93.3 $36.2K - $52.2K
10.7K $999K
BXSL
Blackstone Secured Lending Fund

Financial Services
8.43K
New
$26.88 - $32.74 $227K - $276K
8.43K $259K
PSLV
Sprott Physical Silver Trust

Financial Services
20.4K
+ 171.45%
$9.98 - $12.51 $204K - $256K
32.4K $396K
HWM
Howmet Aerospace Inc.

Industrials
462
+ 15.09%
$112.33 - $186.13 $51.9K - $86K
3.52K $655K
LVHI
Franklin International Low Vol

ETFs
7.85K
New
$28.91 - $33.28 $227K - $261K
7.85K $255K
SOXL
Direxion Daily Semiconductor B

ETFs
10K
New
$8.25 - $25.2 $82.8K - $253K
10K $252K
SRLN
Ssga Active Trust

ETFs
5.49K
+ 10.68%
$39.47 - $41.59 $217K - $228K
56.9K $2.37M
MUST
Columbia ETF Tr I Multi Sector

ETFs
12.4K
+ 46.72%
$19.47 - $20.4 $241K - $253K
38.9K $783K
AOK
Ishares Tr Core Conservative A

ETFs
3.55K
+ 4.68%
$36.09 - $39.07 $128K - $139K
79.4K $3.1M
D
Dominion Energy, Inc

Utilities
4.3K
+ 40.0%
$49.66 - $58.0 $213K - $249K
15K $849K
VOOG
Vanguard S&P 500 Growth ETF

ETFs
328
+ 17.57%
$299.15 - $396.54 $98.1K - $130K
2.2K $870K
FJUL
First Tr Exch Trd Fd Viii Ft C

Technology
4.72K
New
$43.86 - $51.74 $207K - $244K
4.72K $244K
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
10.1K
+ 8.77%
$22.68 - $23.28 $228K - $234K
125K $2.9M
BSJQ
Invesco Etsf Fd Tr Bulletshare

ETFs
9.56K
+ 7.35%
$22.66 - $23.41 $217K - $224K
140K $3.26M
FENY
Fidelity Covington Tr Msci Ene

ETFs
10.3K
New
$20.83 - $25.75 $214K - $265K
10.3K $241K
FDN
First Tr Fd Dow Jones

ETFs
895
New
$200.29 - $269.33 $179K - $241K
895 $241K
DINO
Hf Sinclair Corp

Energy
5.87K
New
$25.91 - $41.85 $152K - $246K
5.87K $241K
DFIC
Dimensional ETF Tr Dimensional

ETFs
875
+ 1.37%
$24.94 - $31.15 $21.8K - $27.3K
64.6K $2.01M
SONY
Sony Group Corp

Technology
9.22K
New
$21.24 - $26.88 $196K - $248K
9.22K $239K
SOFI
So Fi Technologies, Inc.

Financial Services
5.22K
+ 24.07%
$9.5 - $18.21 $49.6K - $95.1K
26.9K $490K
AGQ
Pro Shares Trust Ii

ETFs
5K
New
$33.07 - $50.62 $165K - $253K
5K $237K
BMAY
Innovator U.S. Equity Buffer E

ETFs
5.6K
New
$36.09 - $42.2 $202K - $236K
5.6K $236K
DDOG
Datadog, Inc.

Technology
1.76K
New
$87.0 - $134.33 $153K - $237K
1.76K $236K
NOW
Service Now, Inc.

Technology
70
+ 9.89%
$721.65 - $1040.18 $50.5K - $72.8K
778 $799K
SPFF
Global X Superincome Preferred

ETFs
25.9K
New
$8.34 - $8.97 $216K - $232K
25.9K $232K
SCHP
Schwab Strategic Us Tips ETF

ETFs
8.69K
New
$26.18 - $26.93 $228K - $234K
8.69K $231K
NOC
Northrop Grumman Corp

Industrials
504
+ 29.65%
$456.3 - $540.39 $230K - $272K
2.2K $1.1M
PFXF
Vaneck ETF Tr Preferred Securi

ETFs
13.5K
New
$15.52 - $17.13 $209K - $231K
13.5K $230K
WAL
Western Alliance Bancorporation

Financial Services
2.96K
New
$61.0 - $79.94 $181K - $237K
2.96K $230K
DDWM
Wisdomtree Tr Currency Hedged

ETFs
5.78K
New
$32.86 - $40.05 $190K - $231K
5.78K $229K
FLIA
Franklin Templeton ETF Tr Libe

ETFs
9.17K
+ 7.66%
$20.21 - $20.59 $185K - $189K
129K $2.65M
MTZ
Mastec Inc

Industrials
1.34K
New
$106.07 - $171.99 $142K - $230K
1.34K $227K
VONV
Vanguard Russell 1000 Value Et

ETFs
2.66K
New
$73.19 - $85.21 $195K - $226K
2.66K $226K
CSWC
Capital Southwest Corp

Financial Services
11.5K
+ 10.8%
$17.99 - $22.44 $207K - $259K
118K $2.61M
EMN
Eastman Chemical CO

Basic Materials
3K
New
$72.7 - $88.29 $218K - $265K
3K $224K
TMFC
Rbb Rf Inc Motley Fool 100 Ind

ETFs
3.45K
New
$49.85 - $64.51 $172K - $223K
3.45K $222K
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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