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
INTU
Intuit Inc

Technology
164
+ 30.94%
$544.07 - $787.63 $89.2K - $129K
694 $546K
PSK
Spdr Ser Tr Spdr Ice Pfd Sec E

ETFs
6.94K
New
$31.07 - $32.25 $216K - $224K
6.94K $220K
PFLD
ETF Ser Solutions Aam Low Dura

ETFs
11.3K
New
$19.39 - $20.21 $218K - $227K
11.3K $220K
GAIN
Gladstone Investment Corporation\De

Financial Services
15.4K
New
$11.77 - $15.26 $181K - $235K
15.4K $219K
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
2.75K
New
$65.84 - $80.81 $181K - $222K
2.75K $219K
MNST
Monster Beverage Corp

Consumer Defensive
3.45K
New
$55.01 - $64.24 $190K - $222K
3.45K $216K
TRMB
Trimble Inc.

Technology
2.86K
New
$55.12 - $75.98 $157K - $217K
2.86K $216K
BSEP
Innovator U.S. Equity Buffer E

ETFs
4.77K
New
$38.32 - $45.16 $183K - $216K
4.77K $215K
IDXX
Idexx Laboratories Inc

Healthcare
256
+ 38.91%
$361.04 - $536.34 $92.4K - $137K
914 $490K
HIG
Hartford Financial Services Group, Inc.

Financial Services
1.69K
New
$109.83 - $131.67 $185K - $222K
1.69K $213K
DNOV
First Tr ETF Viii Ft Cboe Vest

ETFs
4.68K
New
$39.59 - $44.69 $185K - $209K
4.68K $209K
VRSK
Verisk Analytics, Inc.

Industrials
672
New
$277.03 - $321.33 $186K - $216K
672 $209K
UMAR
Innovator U.S. Equity Ultra Bu

ETFs
5.53K
New
$33.82 - $37.61 $187K - $208K
5.53K $208K
ILDR
First Tr Exchange Traded Fd Vi
7.01K
New
$20.6 - $29.43 $144K - $206K
7.01K $206K
IWB
Ishares Tr Russell 1000 ETF

ETFs
133
+ 2.73%
$272.36 - $339.57 $36.2K - $45.2K
5.01K $1.7M
AVAV
Aero Vironment Inc

Industrials
713
New
$111.65 - $284.95 $79.6K - $203K
713 $203K
XT
Ishares Tr Exponential Technol

ETFs
3.12K
New
$49.86 - $65.25 $155K - $203K
3.12K $203K
FSK
Fs Kkr Capital Corp

Financial Services
9.74K
New
$17.95 - $21.5 $175K - $209K
9.74K $202K
IWR
Ishares Russell Mid Cap ETF

ETFs
1.48K
+ 16.04%
$74.88 - $91.97 $111K - $136K
10.7K $982K
OUNZ
Van Eck Merk Gold Trust

ETFs
4.25K
+ 12.57%
$28.68 - $33.09 $122K - $141K
38K $1.21M
VDE
Vanguard Energy ETF

ETFs
4.72K
+ 13.6%
$105.87 - $130.56 $499K - $616K
39.4K $4.69M
SPG
Simon Property Group Inc

Real Estate
1.78K
+ 9.84%
$140.37 - $171.44 $249K - $304K
19.8K $3.19M
PR
Permian Resources Corporation

Energy
13.7K
New
$10.36 - $14.93 $142K - $205K
13.7K $187K
APLD
Applied Blockchain, Inc.

Financial Services
18.6K
New
$3.53 - $13.86 $65.8K - $258K
18.6K $187K
PMAR
Innovator U.S. Equity Power Bu

ETFs
2.39K
+ 6.69%
$37.18 - $42.23 $89K - $101K
38.2K $1.61M
CL
Colgate Palmolive CO

Consumer Defensive
2.11K
+ 73.29%
$87.57 - $96.0 $185K - $202K
4.98K $452K
ADP
Automatic Data Processing Inc

Industrials
550
+ 12.35%
$276.76 - $326.81 $152K - $180K
5K $1.54M
F
Ford Motor CO

Consumer Cyclical
9.25K
+ 9.82%
$8.69 - $10.85 $80.4K - $100K
104K $1.12M
FEZ
Spdr Euro Stoxx 50 ETF

ETFs
2.5K
+ 48.84%
$48.22 - $60.41 $120K - $151K
7.6K $454K
FVAL
Fidelity Covington Tr Value Fa

ETFs
1.84K
+ 13.88%
$52.8 - $63.87 $96.9K - $117K
15.1K $961K
PFLT
Pennant Park Floating Rate Capital Ltd.

Financial Services
16.7K
New
$9.18 - $11.13 $153K - $185K
16.7K $172K
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
3.67K
+ 7.03%
$45.2 - $46.6 $166K - $171K
55.9K $2.59M
QS
Quantum Scape Corp

Consumer Cyclical
25.4K
New
$3.47 - $7.65 $88.2K - $195K
25.4K $170K
EDIV
Spdr S&P Emerging Dividends Et

ETFs
3.9K
+ 51.3%
$32.61 - $38.62 $127K - $150K
11.5K $437K
ZROZ
Pimco ETF Tr 25+ Yr Zero Cpn U

ETFs
2.79K
+ 40.33%
$62.08 - $73.58 $173K - $206K
9.72K $652K
PAYX
Paychex Inc

Industrials
1.17K
+ 66.99%
$137.01 - $159.78 $160K - $186K
2.91K $423K
VGSH
Vanguard

ETFs
2.01K
+ 0.58%
$58.32 - $58.95 $117K - $118K
347K $20.4M
IREN
Iris Energy LTD

Financial Services
10K
New
$5.3 - $14.57 $53.1K - $146K
10K $145K
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
3.71K
+ 17.46%
$22.92 - $28.05 $85.1K - $104K
25K $700K
TAXF
American Centy ETF Tr Diversif

ETFs
2.97K
+ 47.82%
$47.8 - $49.79 $142K - $148K
9.17K $448K
PH
Parker Hannifin Corp

Industrials
12
+ 0.81%
$517.23 - $700.54 $6.21K - $8.41K
1.49K $1.04M
PVI
Invesco Vrdo Tax Free ETF

ETFs
5.71K
+ 46.02%
$24.64 - $24.97 $141K - $143K
18.1K $449K
PJUN
Innovator U.S. Equity Power Bu

ETFs
2.81K
+ 29.19%
$34.48 - $39.76 $96.7K - $112K
12.4K $493K
PNC
Pnc Financial Services Group, Inc.

Financial Services
630
+ 32.93%
$149.76 - $186.42 $94.3K - $117K
2.54K $474K
SNPS
Synopsys Inc

Technology
50
+ 3.78%
$380.9 - $517.66 $19K - $25.9K
1.37K $703K
CTRE
Care Trust Reit, Inc.

Real Estate
3.62K
+ 31.41%
$26.65 - $30.69 $96.6K - $111K
15.2K $463K
ADI
Analog Devices Inc

Technology
175
+ 6.94%
$164.6 - $238.02 $28.8K - $41.7K
2.7K $642K
QYLD
Global X Fdsnasdaq 100 Covered

ETFs
7.68K
+ 14.26%
$14.97 - $16.79 $115K - $129K
61.5K $1.03M
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
1.29K
+ 24.51%
$60.34 - $74.89 $77.7K - $96.4K
6.54K $489K
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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