Foundations Investment Advisors, LLC Incresed Positions in Q3 2025

Foundations Investment Advisors, LLC

  • $6.26 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
SOXX
Ishares Semiconductor ETF

ETFs
330K
+ 27470.83%
$236.93 - $271.12 $78.1M - $89.4M
331K $89.7M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
570K
+ 48.68%
$91.44 - $91.77 $52.2M - $52.4M
1.74M $160M
OEF
Ishares S&P 100 ETF

ETFs
179K
+ 107.95%
N/A
345K $91.8M
XLC
Select Sector Spdr Tr Communic

ETFs
283K
+ 39.01%
$105.99 - $119.41 $30M - $33.8M
1.01M $119M
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
475K
+ 19.04%
$54.35 - $59.32 $25.8M - $28.2M
2.97M $176M
IGV
Ishares Expanded Tech Software

ETFs
276K
+ 52.24%
$105.96 - $117.79 $29.3M - $32.5M
805K $92.5M
GLD
Spdr Gold Trust

ETFs
54.6K
+ 23.07%
$300.96 - $355.47 $16.4M - $19.4M
292K $104M
IVW
Ishares S&P 500 Growth ETF

ETFs
58.2K
+ 3.18%
$108.97 - $121.65 $6.34M - $7.08M
1.89M $228M
HOOD
Robinhood Markets, Inc.

Technology
26.9K
+ 6.61%
$91.27 - $143.18 $2.46M - $3.86M
435K $62.2M
IVE
Ishares S&P 500 Value ETF

ETFs
70.6K
+ 10.8%
$194.44 - $206.51 $13.7M - $14.6M
725K $150M
XLI
Industrial Sector Spdr

ETFs
137K
+ 406.67%
$147.94 - $154.99 $20.2M - $21.2M
170K $26.2M
HYG
Ishares Tr

ETFs
251K
+ 865.24%
$79.85 - $81.32 $20M - $20.4M
280K $22.7M
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
479K
+ 218.31%
$36.04 - $38.78 $17.3M - $18.6M
699K $27M
ORCL
Oracle Corp

Technology
13.9K
+ 6.53%
$218.96 - $328.33 $3.04M - $4.56M
227K $63.7M
CIEN
Ciena Corp

Technology
5.66K
+ 2.35%
$77.75 - $145.67 $440K - $824K
247K $36M
GOOGL
Alphabet Inc.

Communication Services
8.49K
+ 4.02%
$174.36 - $254.72 $1.48M - $2.16M
219K $53.3M
BABA
Alibaba Group Holding LTD

Consumer Cyclical
15.2K
+ 8.35%
$103.83 - $179.9 $1.58M - $2.74M
198K $35.3M
SLV
I Shares Silver Trust

ETFs
170K
+ 24.48%
$32.73 - $42.5 $5.58M - $7.24M
867K $36.7M
VUG
Vanguard Growth ETF

ETFs
20K
+ 21.08%
$433.97 - $484.08 $8.69M - $9.7M
115K $55.2M
EFV
Msci Eafe Value ETF

ETFs
57.5K
+ 2.85%
$62.79 - $68.42 $3.61M - $3.93M
2.08M $141M
C
Citigroup Inc

Financial Services
44.7K
+ 9.66%
$85.57 - $103.49 $3.82M - $4.62M
507K $51.4M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
150K
+ 319.59%
$72.65 - $78.68 $10.9M - $11.8M
196K $15.4M
LQD
Ishares Iboxx $ Investment Gra

ETFs
81K
+ 381.19%
$107.66 - $112.36 $8.73M - $9.11M
102K $11.4M
BALT
Innovator Etfs Tr
267K
+ 99.44%
$32.11 - $32.82 $8.57M - $8.76M
535K $17.6M
JPM
Jpmorgan Chase & CO

Financial Services
14.5K
+ 9.1%
$282.78 - $316.06 $4.1M - $4.58M
174K $54.7M
MSFT
Microsoft Corp

Technology
9.7K
+ 5.65%
$491.09 - $535.64 $4.77M - $5.2M
182K $94.1M
MS
Morgan Stanley

Financial Services
21.7K
+ 8.19%
$139.09 - $161.16 $3.02M - $3.5M
287K $45.6M
GS
Goldman Sachs Group Inc

Financial Services
4.59K
+ 9.0%
$696.56 - $806.32 $3.2M - $3.7M
55.6K $44.3M
IEMG
Ishares Inc

ETFs
145K
+ 10.41%
N/A
1.53M $82.3M
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
62.4K
+ 12.4%
$98.52 - $103.93 $6.15M - $6.49M
566K $58.3M
ASML
Asml Holding Nv

Technology
2.07K
+ 6.92%
$689.63 - $968.09 $1.43M - $2M
32K $31M
DBND
Doubleline ETF Tr Opportunisti

ETFs
147K
+ 37.3%
$45.57 - $46.76 $6.69M - $6.87M
541K $25.2M
QQQM
Invesco Exchange Traded Fd Tr

ETFs
20K
+ 51.63%
$225.11 - $247.9 $4.5M - $4.95M
58.7K $14.5M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
4.17K
+ 5.91%
$567.77 - $614.76 $2.37M - $2.56M
74.6K $45.7M
CAPE
Barclays Bank PLC

ETFs
162K
+ 45.78%
$31.31 - $32.86 $5.06M - $5.31M
514K $16.8M
IREN
Iris Energy LTD

Financial Services
106K
+ 1055.23%
$15.1 - $47.14 $1.6M - $4.98M
116K $5.3M
DFIC
Dimensional ETF Tr Dimensional

ETFs
153K
+ 236.1%
$30.76 - $33.01 $4.69M - $5.04M
217K $7.12M
AVGO
Broadcom Inc.

Technology
6.75K
+ 15.78%
$264.74 - $369.57 $1.79M - $2.5M
49.6K $16.4M
SPMO
Invesco ETF Tr Ii S&P 500 Mome

ETFs
35.1K
+ 1583.63%
$110.74 - $122.12 $3.89M - $4.29M
37.3K $4.52M
QBTS
D Wave Quantum Inc.

Technology
1.76K
+ 0.43%
$14.81 - $27.72 $26K - $48.7K
411K $10.2M
KBWB
Invesco ETF Tr Ii Kbw Bank ETF

ETFs
36K
+ 17.57%
$71.75 - $79.74 $2.58M - $2.87M
241K $18.8M
RDVY
First Trust Rising Dividend Ac

ETFs
41.5K
+ 14.95%
$62.38 - $67.29 $2.59M - $2.79M
319K $21.5M
RTX
Raytheon Technologies Corp

Industrials
9.99K
+ 9.44%
$144.19 - $167.33 $1.44M - $1.67M
116K $19.4M
AOA
Ishares Tr Core Aggressive All

ETFs
37.9K
+ 33.36%
$82.71 - $88.14 $3.14M - $3.34M
152K $13.4M
AMZN
Amazon Com Inc

Consumer Cyclical
16.8K
+ 6.98%
$211.65 - $238.24 $3.56M - $4.01M
258K $56.7M
AVEM
American Centy ETF Tr Avantis

ETFs
33.2K
+ 17.75%
$68.33 - $75.41 $2.27M - $2.51M
220K $16.6M
AVDE
American Centy ETF Tr Avantis

ETFs
20.2K
+ 4.67%
$73.24 - $79.04 $1.48M - $1.6M
453K $35.7M
SDVY
First Tr ETF Vi Smid Cap Risin

ETFs
83.7K
+ 46.14%
$35.42 - $38.65 $2.96M - $3.23M
265K $10.1M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
75.9K
+ 45.32%
$39.8 - $42.86 $3.02M - $3.25M
243K $10.4M
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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