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
VFMV
Vanguard Wellington Fd

ETFs
4.61K
+ 3.3%
$126.35 - $131.95 $583K - $609K
144K $18.9M
BUFQ
First Tr Ex Tr Fd Viii Ft Cboe

ETFs
28.2K
+ 102.67%
$33.07 - $34.84 $931K - $981K
55.6K $1.94M
GBTC
Grayscale Bitcoin Trust (Btc)

ETFs
4.49K
+ 3.59%
$82.96 - $95.7 $372K - $430K
130K $11.6M
SPBO
Spdr Ser Tr Spdr Portfolio Cor

ETFs
32.5K
+ 29.73%
$28.77 - $29.79 $935K - $969K
142K $4.2M
AOM
Ishares Tr Core Moderate Alloc

ETFs
4.79K
+ 0.95%
$45.4 - $47.61 $218K - $228K
508K $24.2M
FEZ
Spdr Euro Stoxx 50 ETF

ETFs
15.7K
+ 206.01%
$57.15 - $62.12 $895K - $973K
23.3K $1.45M
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
9.84K
+ 23.75%
$100.37 - $100.74 $988K - $991K
51.3K $5.16M
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
5.75K
+ 6.85%
$84.28 - $89.46 $484K - $514K
89.7K $7.98M
LOW
Lowes Companies Inc

Consumer Cyclical
1.44K
+ 7.51%
$215.01 - $273.02 $310K - $394K
20.6K $5.19M
GILD
Gilead Sciences, Inc.

Healthcare
8.27K
+ 9.97%
$108.22 - $120.47 $895K - $996K
91.1K $10.1M
LNG
Cheniere Energy, Inc.

Energy
6.48K
+ 8.9%
$222.68 - $244.28 $1.44M - $1.58M
79.3K $18.6M
XLG
Invesco Exchange Traded Fd Tr

ETFs
13.8K
+ 76.3%
$51.78 - $57.89 $715K - $799K
31.9K $1.83M
AMPX
Amprius Technologies, Inc.

Industrials
28.7K
+ 31.07%
$3.91 - $12.06 $112K - $346K
121K $1.27M
JNJ
Johnson & Johnson

Healthcare
1.69K
+ 9.87%
$155.17 - $185.42 $262K - $313K
18.8K $3.48M
GE
General Electric CO

Industrials
1.19K
+ 10.18%
$244.75 - $305.63 $292K - $365K
12.9K $3.88M
ABT
Abbott Laboratories

Healthcare
6.59K
+ 60.77%
$120.51 - $136.62 $794K - $900K
17.4K $2.33M
BSJQ
Invesco Etsf Fd Tr Bulletshare

ETFs
35.7K
+ 25.53%
$23.27 - $23.51 $830K - $838K
175K $4.11M
DTD
Wisdomtree Tr U.S Total Divide

ETFs
5.47K
+ 6.62%
$79.83 - $84.0 $437K - $459K
88.1K $7.4M
BRK-A
Berkshire Hathaway Inc

Financial Services
1
+ 33.33%
$692600.0 - $759798.0 $693K - $760K
4 $3.02M
MDT
Medtronic PLC

Healthcare
4.5K
+ 9.66%
$87.67 - $95.74 $394K - $431K
51.1K $4.86M
SECT
Sector 10, Inc.

ETFs
11.4K
+ 104.06%
$57.95 - $63.16 $661K - $720K
22.4K $1.41M
VCIT
Vanguard Intermediate Term Cor

ETFs
5.63K
+ 2.27%
$81.75 - $84.54 $460K - $476K
253K $21.3M
V
Visa Inc.

Financial Services
5.07K
+ 7.16%
$332.09 - $358.86 $1.68M - $1.82M
75.9K $25.9M
CELH
Celsius Holdings, Inc.

Consumer Defensive
9.85K
+ 57.36%
$42.74 - $62.88 $421K - $620K
27K $1.55M
UBER
Uber Technologies, Inc

Technology
7.2K
+ 67.15%
$86.91 - $99.57 $625K - $717K
17.9K $1.75M
IBM
International Business Machines Corp

Technology
5.16K
+ 9.22%
$234.77 - $292.47 $1.21M - $1.51M
61.2K $17.3M
CVS
Cvs Health Corp

Healthcare
9.14K
+ 97.93%
$58.75 - $76.5 $537K - $699K
18.5K $1.39M
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
11.3K
+ 42.9%
$53.81 - $57.52 $609K - $651K
37.7K $2.17M
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
12.3K
+ 32.96%
$42.67 - $46.91 $526K - $579K
49.8K $2.33M
IONQ
Ion Q, Inc.

Technology
9.79K
+ 145.57%
$36.79 - $75.14 $360K - $736K
16.5K $1.02M
NLR
Vaneck ETF Tr Uranium+Nuclear

ETFs
3.95K
+ 53.08%
$105.16 - $140.03 $415K - $553K
11.4K $1.55M
EMTL
Spdr Doubleline Emerging Marke

ETFs
14.3K
+ 12.39%
$42.91 - $44.04 $613K - $629K
130K $5.69M
AMD
Advanced Micro Devices Inc

Technology
2.82K
+ 22.4%
$134.8 - $184.42 $381K - $521K
15.4K $2.5M
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
9.01K
+ 211.6%
$76.16 - $78.59 $687K - $708K
13.3K $1.04M
XEL
Xcel Energy Inc

Utilities
7.66K
+ 137.72%
$67.56 - $80.65 $518K - $618K
13.2K $1.07M
SPYG
Spdr Portfolio

ETFs
2.98K
+ 7.33%
$94.33 - $105.31 $281K - $314K
43.6K $4.56M
FDLO
Fidelity Covington Tr Low Vola

ETFs
6.56K
+ 8.82%
$62.44 - $65.87 $410K - $432K
80.9K $5.33M
FDN
First Tr Fd Dow Jones

ETFs
2.28K
+ 254.3%
$264.06 - $287.34 $601K - $654K
3.17K $887K
O
Realty Income Corp

Real Estate
9.9K
+ 88.15%
$56.13 - $60.79 $556K - $602K
21.1K $1.28M
XLB
Select Sector Spdr Fd Material

ETFs
6.82K
+ 117.98%
$86.72 - $92.61 $591K - $631K
12.6K $1.13M
NOBL
Proshares S&P 500 Dividend Ari

ETFs
4.57K
+ 7.56%
$101.12 - $106.18 $462K - $485K
64.9K $6.69M
IWP
Ishares Russell Mid Cap Growth

ETFs
4.1K
+ 128.65%
$137.51 - $145.26 $563K - $595K
7.28K $1.04M
VPU
Vanguard Utilities ETF

ETFs
1.15K
+ 3.97%
$175.25 - $189.41 $202K - $218K
30.2K $5.72M
SPG
Simon Property Group Inc

Real Estate
318
+ 1.6%
$159.93 - $187.67 $50.9K - $59.7K
20.1K $3.78M
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
18.5K
+ 73.9%
$28.15 - $30.13 $520K - $556K
43.4K $1.29M
AGQ
Pro Shares Trust Ii

ETFs
5.75K
+ 115.0%
$47.2 - $76.88 $271K - $442K
10.8K $819K
META
Meta Platforms, Inc.

Communication Services
1.11K
+ 1.78%
$695.21 - $791.73 $770K - $876K
63.4K $46.6M
PWR
Quanta Services, Inc.

Industrials
1.3K
+ 108.08%
$372.29 - $421.68 $483K - $547K
2.5K $1.04M
FNDA
Schwab Fundamental U S Small C

ETFs
7.91K
+ 6.2%
$28.75 - $31.93 $228K - $253K
136K $4.22M
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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