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
EQIX
Equinix Inc

Real Estate
286
New
$756.7 - $811.13 $216K - $232K
286 $224K
HYEM
Vaneck ETF Tr Emerging Markets

ETFs
11.1K
New
$19.7 - $20.2 $219K - $225K
11.1K $223K
OKTA
Okta, Inc.

Technology
2.43K
New
$88.51 - $101.1 $215K - $246K
2.43K $222K
OXY
Occidental Petroleum Corp

Energy
3.44K
+ 31.07%
$42.54 - $48.1 $146K - $166K
14.5K $686K
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
2.26K
+ 34.52%
$74.93 - $80.73 $169K - $182K
8.8K $709K
SPIP
Spdr Ser Tr Spdr Portfolio Tip

ETFs
7.92K
+ 19.66%
$25.83 - $26.47 $205K - $210K
48.2K $1.27M
MDYV
Spdr S&P 400 Mid Cap Value ETF

ETFs
2.63K
New
$78.88 - $85.2 $207K - $224K
2.63K $219K
INTF
Ishares Tr

ETFs
6.11K
New
$33.72 - $36.17 $206K - $221K
6.11K $219K
PSLV
Sprott Physical Silver Trust

Financial Services
6.79K
+ 20.97%
$12.24 - $15.73 $83.1K - $107K
39.2K $614K
TOST
Toast, Inc.

Technology
5.95K
New
$36.51 - $49.3 $217K - $293K
5.95K $217K
EQWL
Invesco Exchange Traded Fd Tr

ETFs
1.32K
+ 10.24%
$108.47 - $114.7 $143K - $152K
14.2K $1.63M
XSOE
Wisdomtree Tr Emerging Mkts Ex

ETFs
5.6K
New
$34.31 - $38.09 $192K - $213K
5.6K $212K
MRVL
Marvell Technology, Inc.

Technology
2.22K
+ 58.68%
$62.31 - $84.07 $138K - $186K
5.99K $503K
TROW
Price T Rowe Group Inc

Financial Services
203
+ 0.66%
$98.67 - $111.52 $20K - $22.6K
31K $3.18M
DUHP
Dimensional ETF Tr Dimensional

ETFs
5.59K
New
$35.76 - $37.93 $200K - $212K
5.59K $210K
FNDX
Schwab Fundamental U S Large C

ETFs
7.96K
New
$24.38 - $26.34 $194K - $210K
7.96K $209K
BOCT
Innovator U.S. Equity Buffer E

ETFs
4.32K
New
$45.37 - $48.42 $196K - $209K
4.32K $208K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
1.68K
+ 4.44%
$97.75 - $100.75 $164K - $169K
39.5K $3.96M
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
3.98K
+ 24.75%
$49.78 - $50.75 $198K - $202K
20K $1.01M
XBOC
Innovator Etfs Tr Us Equity Ac

ETFs
6.26K
New
$31.78 - $32.8 $199K - $205K
6.26K $205K
STLG
Ishares Factors Us Growth Styl

ETFs
4.07K
+ 27.69%
N/A
18.8K $943K
MFDX
Pimco Rafi Dynamic Multi Facto

ETFs
5.46K
New
$34.97 - $37.43 $191K - $205K
5.46K $203K
TPLC
Timothy Plan U S Large/Mid Cap

ETFs
4.14K
+ 62.32%
$44.8 - $46.43 $186K - $192K
10.8K $499K
CDAY
Ceridian Hcm Holding Inc.

Technology
3.12K
New
N/A
3.12K $201K
DFAT
Dimensional ETF Tr U S Target

ETFs
3.08K
+ 63.04%
$53.36 - $59.69 $164K - $184K
7.96K $463K
CEF
Sprott Physical Gold & Silver Trust

Financial Services
5.47K
New
$30.06 - $36.69 $164K - $201K
5.47K $200K
HQY
Healthequity, Inc.

Healthcare
2.11K
New
$87.42 - $103.12 $185K - $218K
2.11K $200K
XBJA
Innovator Etfs Tr Us Equity Ac

ETFs
6.41K
New
$30.16 - $31.29 $193K - $201K
6.41K $200K
CDE
Coeur Mining, Inc.

Basic Materials
10.5K
New
$8.68 - $18.76 $91.6K - $198K
10.5K $197K
VOOG
Vanguard S&P 500 Growth ETF

ETFs
254
+ 11.57%
$393.18 - $439.39 $99.9K - $112K
2.45K $1.07M
PJAN
Innovator U.S. Equity Power Bu

ETFs
4.04K
+ 75.84%
$43.95 - $45.8 $178K - $185K
9.37K $428K
PYPL
Pay Pal Holdings, Inc.

Financial Services
3.22K
+ 92.95%
$65.64 - $78.22 $211K - $252K
6.68K $447K
TPHD
Timothy Plan High Divid Stk Et

ETFs
4.47K
+ 61.46%
$38.0 - $39.42 $170K - $176K
11.7K $462K
PAPR
Innovator U.S. Equity Power Bu

ETFs
525
+ 0.34%
$37.32 - $38.38 $19.6K - $20.1K
157K $6.02M
EIX
Edison International

Utilities
2.85K
+ 38.85%
$50.42 - $56.35 $143K - $160K
10.2K $562K
FXL
First Tr Exchange Traded Fd Fi

ETFs
937
+ 38.34%
$155.79 - $172.55 $146K - $162K
3.38K $567K
TLRY
Tilray Brands, Inc.

Healthcare
104K
New
$0.42 - $1.85 $43.8K - $193K
104K $180K
ARDC
Ares Dynamic Credit Allocation Fund, Inc.

Financial Services
17.7K
+ 5.03%
$13.99 - $14.88 $248K - $264K
370K $5.19M
RIVN
Rivian Automotive, Inc.

Consumer Cyclical
11.8K
New
$11.64 - $15.79 $137K - $186K
11.8K $173K
VST
Vistra Corp.

Utilities
807
+ 14.68%
$182.0 - $217.92 $147K - $176K
6.3K $1.23M
TGT
Target Corp

Consumer Defensive
2.14K
+ 66.44%
$86.56 - $107.43 $186K - $230K
5.37K $481K
FLIA
Franklin Templeton ETF Tr Libe

ETFs
8.11K
+ 6.29%
$20.38 - $20.61 $165K - $167K
137K $2.81M
ADP
Automatic Data Processing Inc

Industrials
803
+ 16.05%
$288.69 - $310.94 $232K - $250K
5.81K $1.7M
MOAT
Vaneck Morningstar Wide Moat E

ETFs
1.87K
+ 3.33%
N/A
57.9K $4.97M
SCHJ
Schwab Strategic Tr 1 5 Yr C

ETFs
5.82K
+ 5.85%
$24.65 - $24.98 $143K - $145K
105K $2.62M
CWB
Spdr Bloomberg Convertible Sec

ETFs
1.22K
+ 20.15%
$82.29 - $90.77 $100K - $110K
7.26K $656K
MUST
Columbia ETF Tr I Multi Sector

ETFs
6.88K
+ 17.67%
$19.87 - $20.65 $137K - $142K
45.8K $940K
AEP
American Electric Power CO Inc

Utilities
500
+ 4.44%
$103.26 - $115.0 $51.6K - $57.5K
11.8K $1.32M
ETN
Eaton Corp PLC

Industrials
245
+ 6.88%
$342.99 - $392.76 $84K - $96.2K
3.81K $1.42M
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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