Foundations Investment Advisors, LLC Incresed Positions in Q2 2025

Foundations Investment Advisors, LLC

  • $5.88 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
T
At&T Inc.

Communication Services
64.9K
+ 15.96%
$26.33 - $28.94 $1.71M - $1.88M
471K $13.6M
VFQY
Vanguard Wellington Fd U S Qua

ETFs
6.73K
+ 5.79%
$118.46 - $143.72 $797K - $967K
123K $17.7M
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
21.2K
+ 104.59%
$100.35 - $100.71 $2.13M - $2.13M
41.4K $4.17M
KMI
Kinder Morgan, Inc.

Energy
63.1K
+ 21.21%
$25.21 - $29.4 $1.59M - $1.86M
361K $10.6M
RTX
Raytheon Technologies Corp

Industrials
5.03K
+ 4.99%
$113.75 - $148.48 $572K - $747K
106K $15.5M
NET
Cloudflare, Inc.

Technology
3.11K
+ 17.43%
$97.08 - $195.83 $302K - $609K
21K $4.11M
BALT
Innovator Etfs Tr
60.1K
+ 28.85%
$30.33 - $32.1 $1.82M - $1.93M
268K $8.61M
AVEM
American Centy ETF Tr Avantis

ETFs
7.43K
+ 4.13%
$53.08 - $68.54 $394K - $509K
187K $12.8M
XLSR
Ssga Active Tr Spdr Ssga Us Se

ETFs
19.4K
+ 10.25%
$44.58 - $54.92 $866K - $1.07M
209K $11.5M
LQD
Ishares Iboxx $ Investment Gra

ETFs
16.8K
+ 377.48%
$105.23 - $109.61 $1.77M - $1.84M
21.3K $2.33M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
1.54K
+ 6.52%
$141.37 - $228.57 $217K - $352K
25.1K $5.69M
AXP
American Express CO

Financial Services
2.85K
+ 18.07%
$231.39 - $318.98 $659K - $909K
18.6K $5.94M
DFAU
Dimensional ETF Tr

ETFs
25.5K
+ 16.19%
$34.04 - $42.36 $867K - $1.08M
183K $7.74M
HYG
Ishares Tr

ETFs
20.4K
+ 239.73%
$75.75 - $80.65 $1.55M - $1.65M
29K $2.34M
TMUS
T Mobile Us, Inc.

Communication Services
7.23K
+ 259.1%
$220.99 - $268.54 $1.6M - $1.94M
10K $2.39M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
25K
+ 17.54%
$32.66 - $40.75 $816K - $1.02M
168K $6.78M
AVUS
American Centy ETF Tr Avantis

ETFs
5.07K
+ 3.97%
$81.38 - $100.82 $412K - $511K
133K $13.4M
MUB
Ishares National Muni Bond ETF

ETFs
15.4K
+ 49.87%
$102.31 - $105.8 $1.58M - $1.63M
46.3K $4.83M
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
66.6K
+ 19.53%
$22.54 - $23.17 $1.5M - $1.54M
407K $9.36M
LNG
Cheniere Energy, Inc.

Energy
2.65K
+ 3.77%
$197.25 - $244.33 $522K - $646K
72.9K $17.7M
TLT
Ishares Barclays 20+ Year Trea

ETFs
24.4K
+ 10.22%
$83.97 - $92.85 $2.05M - $2.27M
263K $23.2M
VZ
Verizon Communications Inc

Communication Services
45.8K
+ 18.92%
$41.67 - $45.62 $1.91M - $2.09M
288K $12.5M
SPBO
Spdr Ser Tr Spdr Portfolio Cor

ETFs
49.9K
+ 83.81%
$28.18 - $29.22 $1.41M - $1.46M
109K $3.2M
QQQM
Invesco Exchange Traded Fd Tr

ETFs
417
+ 1.09%
$171.4 - $227.1 $71.5K - $94.7K
38.7K $8.79M
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
22.9K
+ 11.61%
$29.12 - $35.84 $665K - $819K
220K $7.87M
MA
Mastercard Inc

Financial Services
1.46K
+ 4.48%
$479.92 - $590.74 $699K - $860K
33.9K $19.1M
FTEC
Fidelity Covington Tr Msci Inf

ETFs
5.13K
+ 73.45%
$139.8 - $197.22 $717K - $1.01M
12.1K $2.39M
CRWD
Crowd Strike Holdings, Inc.

Technology
728
+ 13.27%
$321.63 - $509.31 $234K - $371K
6.21K $3.16M
DFAS
Dimensional ETF Tr U S Small C

ETFs
15.3K
+ 29.89%
$52.31 - $63.72 $799K - $974K
66.4K $4.23M
VDC
Vanguard Consumer Staples ETF

ETFs
5.13K
+ 5.31%
$204.89 - $224.73 $1.05M - $1.15M
102K $22.3M
VLO
Valero Energy Corp

Energy
7.66K
+ 16.47%
$104.69 - $141.77 $802K - $1.09M
54.2K $7.28M
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
22K
+ 12.18%
$49.79 - $50.75 $1.1M - $1.12M
203K $10.3M
ZS
Zscaler, Inc.

Technology
1.13K
+ 17.19%
$174.67 - $315.32 $198K - $357K
7.72K $2.42M
DGRO
Ishares Core Dividend Growth E

ETFs
13.5K
+ 11.31%
$55.22 - $63.94 $743K - $860K
132K $8.47M
BSJR
Invesco Indx Tr

ETFs
48.5K
+ 390.72%
$21.81 - $22.71 $1.06M - $1.1M
60.9K $1.38M
ICOW
Pacer Fds Tr Devel Mrkts Intl

ETFs
17.2K
+ 8.68%
$27.79 - $34.16 $478K - $587K
215K $7.32M
GE
General Electric CO

Industrials
2.16K
+ 22.59%
$166.81 - $257.39 $360K - $556K
11.7K $3.02M
AVSC
American Centy ETF Tr Avantis
10.7K
+ 6.25%
$42.39 - $51.76 $453K - $553K
182K $9.38M
RWJ
Invesco Exchange Traded Fd Tr

ETFs
15.7K
+ 10.28%
$34.78 - $43.42 $546K - $681K
168K $7.28M
QUBT
Quantum Computing Inc.

Technology
36.5K
+ 109.3%
$5.87 - $21.22 $214K - $775K
69.9K $1.34M
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
2.47K
+ 45.95%
$179.95 - $278.88 $445K - $689K
7.85K $2.19M
XLP
Consumer Staples Sector Spdr

ETFs
13.5K
+ 203.47%
N/A
20.1K $1.53M
VFMV
Vanguard Wellington Fd

ETFs
6.05K
+ 4.53%
$114.53 - $128.23 $693K - $776K
140K $17.9M
PALC
Pacer Fds Tr Lunt Large Cap Mu

Technology
18.9K
+ 208.35%
$43.45 - $49.4 $821K - $933K
28K $1.38M
DKNG
Draft Kings Inc.

Consumer Cyclical
9.93K
+ 20.96%
$31.67 - $42.89 $315K - $426K
57.3K $2.46M
EFA
Ishares Tr Msci Eafe ETF

ETFs
9.3K
+ 152.38%
$72.96 - $90.39 $678K - $840K
15.4K $1.38M
EMGF
Ishares Msci Emerging Markets

ETFs
3.41K
+ 2.59%
$41.37 - $52.07 $141K - $177K
135K $7.03M
FVD
First Tr Value Line Divid Inde

ETFs
18.4K
+ 76.03%
$40.62 - $45.12 $747K - $829K
42.6K $1.9M
XLI
Industrial Sector Spdr

ETFs
1.9K
+ 6.0%
$116.42 - $147.52 $221K - $280K
33.6K $4.95M
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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