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
DKNG
Draft Kings Inc.

Consumer Cyclical
12.5K
+ 21.86%
$37.4 - $48.23 $469K - $604K
69.9K $2.61M
AG
First Majestic Silver Corp

Basic Materials
12.5K
New
$7.83 - $12.41 $97.9K - $155K
12.5K $153K
IWD
Ishares Russell 1000 Val ETF

ETFs
518
+ 10.28%
$192.76 - $203.86 $99.8K - $106K
5.56K $1.13M
VIGI
Vanguard Whitehall Fds Intl Di

ETFs
1.69K
+ 66.76%
$86.07 - $90.74 $145K - $153K
4.21K $377K
PATH
Ui Path, Inc.

Technology
11.2K
New
$10.44 - $13.38 $117K - $150K
11.2K $149K
FDVV
Fidelity High Dividend ETF

ETFs
1.07K
+ 4.48%
$52.42 - $55.71 $56.2K - $59.7K
25K $1.39M
TRV
Travelers Companies, Inc.

Financial Services
398
+ 12.65%
$250.62 - $279.43 $99.7K - $111K
3.54K $989K
HYDB
Ishares Tr Edge High Yield Def

ETFs
2.66K
+ 4.81%
$47.03 - $47.97 $125K - $127K
57.8K $2.77M
BSJS
Invesco Exc Self Ind Tr Bullet

ETFs
6.62K
+ 24.27%
$21.89 - $22.2 $145K - $147K
33.9K $748K
ILDR
First Tr Exchange Traded Fd Vi
3.91K
+ 55.86%
$28.95 - $33.25 $113K - $130K
10.9K $353K
GOF
Guggenheim Strategic Opportunities Fund

Financial Services
9.66K
+ 74.87%
$14.8 - $15.15 $143K - $146K
22.6K $338K
TIPX
Spdr Bloomberg 1 10 Year Tips

ETFs
6.97K
+ 11.43%
$19.01 - $19.39 $133K - $135K
68K $1.31M
AXON
Axon Enterprise, Inc.

Industrials
324
+ 39.56%
$698.02 - $870.97 $226K - $282K
1.14K $820K
BRCC
Brc Inc.

Consumer Defensive
91.2K
New
$1.29 - $2.03 $118K - $185K
91.2K $142K
FQAL
Fidelity Covington Tr Quality

ETFs
673
+ 3.77%
$69.69 - $74.72 $46.9K - $50.3K
18.5K $1.38M
CRWD
Crowd Strike Holdings, Inc.

Technology
526
+ 8.47%
$412.46 - $514.1 $217K - $270K
6.74K $3.3M
TTD
Trade Desk, Inc.

Technology
4.45K
+ 118.48%
$43.93 - $89.76 $195K - $399K
8.2K $402K
GME
Game Stop Corp.

Consumer Cyclical
52
+ 0.12%
$22.1 - $27.28 $1.15K - $1.42K
45.1K $1.23M
LPL
Lg Display Co., Ltd.

Technology
25K
New
$3.31 - $5.23 $82.8K - $131K
25K $130K
BLV
Vanguard Bd Index Fd Inc Long

ETFs
1.74K
+ 50.17%
$67.48 - $71.55 $118K - $125K
5.22K $369K
EXPE
Expedia Group, Inc.

Consumer Cyclical
94
+ 3.99%
$171.01 - $228.24 $16.1K - $21.5K
2.45K $524K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
857
+ 4.14%
$62.09 - $66.51 $53.2K - $57K
21.6K $1.41M
FVAL
Fidelity Covington Tr Value Fa

ETFs
667
+ 4.43%
$63.74 - $69.18 $42.5K - $46.1K
15.7K $1.08M
AOK
Ishares Tr Core Conservative A

ETFs
793
+ 1.0%
$38.64 - $40.17 $30.6K - $31.9K
80.2K $3.22M
MCO
Moodys Corp

Financial Services
268
+ 59.56%
$472.69 - $521.32 $127K - $140K
718 $342K
LNT
Alliant Energy Corp

Utilities
1.05K
+ 16.76%
$60.76 - $67.41 $63.8K - $70.8K
7.31K $493K
NOW
Service Now, Inc.

Technology
212
+ 27.25%
$850.86 - $1044.69 $180K - $221K
990 $911K
DDWM
Wisdomtree Tr Currency Hedged

ETFs
2.4K
+ 41.51%
$39.39 - $42.09 $94.4K - $101K
8.17K $341K
NKE
Nike, Inc.

Consumer Cyclical
1.7K
+ 32.28%
$69.24 - $79.24 $118K - $135K
6.97K $486K
WPM
Wheaton Precious Metals Corp.

Basic Materials
300
+ 8.59%
$86.72 - $111.84 $26K - $33.6K
3.79K $423K
ARE
Alexandria Real Estate Equities, Inc.

Real Estate
685
+ 13.9%
$71.86 - $87.45 $49.2K - $59.9K
5.61K $467K
MMM
3 M CO

Industrials
593
+ 10.54%
$144.41 - $160.2 $85.6K - $95K
6.22K $965K
BBDC
Barings Bdc, Inc.

Financial Services
12.3K
New
$8.76 - $9.9 $108K - $122K
12.3K $107K
CTRE
Care Trust Reit, Inc.

Real Estate
1.26K
+ 8.29%
$30.29 - $34.8 $38K - $43.7K
16.4K $569K
URA
Global X Uranium ETF

ETFs
500
+ 5.92%
$36.45 - $50.4 $18.2K - $25.2K
8.94K $426K
JD
Jd.Com, Inc.

Consumer Cyclical
2.19K
+ 24.57%
$30.39 - $35.64 $66.5K - $78K
11.1K $388K
SCHQ
Schwab Strategic Tr Long Term

ETFs
2.5K
+ 6.89%
$30.81 - $32.63 $77K - $81.5K
38.8K $1.25M
VEEV
Veeva Systems Inc

Healthcare
266
+ 16.13%
$269.2 - $297.91 $71.6K - $79.2K
1.92K $570K
EPAM
Epam Systems, Inc.

Technology
520
+ 23.92%
N/A
2.69K $499K
IDA
Idacorp Inc

Utilities
18
+ 0.32%
$115.16 - $132.15 $2.07K - $2.38K
5.57K $735K
FJUL
First Tr Exch Trd Fd Viii Ft C

Technology
1.43K
+ 30.34%
$51.7 - $54.73 $74K - $78.4K
6.15K $336K
VBR
Vanguard Small Cap Value ETF

ETFs
319
+ 17.66%
$195.41 - $212.37 $62.3K - $67.7K
2.13K $443K
BXP
Boston Properties Inc

Real Estate
847
+ 21.49%
$62.11 - $78.93 $52.6K - $66.9K
4.79K $355K
TAXF
American Centy ETF Tr Diversif

ETFs
1.53K
+ 16.7%
$48.42 - $50.27 $74.2K - $77K
10.7K $537K
WBS
Webster Financial Corp

Financial Services
98
+ 0.61%
$55.19 - $62.92 $5.41K - $6.17K
16.3K $968K
PHM
Pultegroup Inc

Consumer Cyclical
203
+ 9.37%
$108.0 - $141.42 $21.9K - $28.7K
2.37K $313K
UEC
Uranium Energy Corp

Energy
491
+ 4.45%
$5.92 - $13.89 $2.91K - $6.82K
11.5K $153K
ADME
ETF Ser Solutions Aptus Drawnd

ETFs
188
+ 0.78%
$48.07 - $51.26 $9.04K - $9.64K
24.4K $1.24M
PVI
Invesco Vrdo Tax Free ETF

ETFs
3.09K
+ 17.03%
$24.68 - $24.97 $76.2K - $77.1K
21.2K $526K
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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