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
VLUE
Ishares Msci Usa Value Factor

ETFs
2.45K
+ 11.12%
$111.55 - $125.05 $273K - $306K
24.4K $3.06M
SCHV
Schwab Strategic Tr Us Large C

ETFs
18.1K
+ 98.88%
$27.61 - $29.15 $500K - $528K
36.4K $1.06M
PAUG
Innovator U.S. Equity Power Bu

ETFs
11.2K
+ 37.3%
$40.45 - $42.49 $453K - $476K
41.2K $1.75M
CYBR
Cyber Ark Software Ltd.

Technology
538
+ 15.05%
$374.8 - $491.1 $202K - $264K
4.11K $1.99M
APLD
Applied Blockchain, Inc.

Financial Services
12.4K
+ 66.56%
$9.18 - $24.67 $114K - $306K
31K $711K
CEG
Constellation Energy Corp

Utilities
1.52K
+ 46.3%
$298.82 - $354.89 $453K - $538K
4.79K $1.58M
VBK
Vanguard Small Cap Growth ETF

ETFs
1.6K
+ 96.68%
$276.51 - $305.12 $443K - $489K
3.26K $969K
EPD
Enterprise Products Partners L.P.

Energy
14.2K
+ 5.64%
$30.74 - $32.14 $437K - $457K
266K $8.32M
UAUG
Innovator U.S. Equity Ultra Bu

ETFs
12.5K
+ 143.44%
$37.4 - $39.31 $468K - $492K
21.2K $834K
EFA
Ishares Tr Msci Eafe ETF

ETFs
4.71K
+ 30.61%
$87.29 - $93.61 $411K - $441K
20.1K $1.88M
JQUA
J P Morgan ETF Tr U S Quality

ETFs
6.74K
+ 28.87%
$59.61 - $63.09 $402K - $425K
30.1K $1.89M
OUNZ
Van Eck Merk Gold Trust

ETFs
7.74K
+ 20.35%
$31.49 - $37.19 $244K - $288K
45.8K $1.7M
ADM
Archer Daniels Midland CO

Consumer Defensive
7.63K
+ 175.75%
$53.54 - $64.21 $409K - $490K
12K $715K
SPSB
Spdr Portfolio Short Term Corp

ETFs
15.7K
+ 19.35%
$30.02 - $30.29 $472K - $476K
96.9K $2.94M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
6.06K
+ 44.42%
$78.11 - $79.07 $473K - $479K
19.7K $1.55M
MU
Micron Technology Inc

Technology
546
+ 6.6%
$104.88 - $168.89 $57.3K - $92.2K
8.82K $1.48M
SCHR
Schwab Intermediate Term Us Tr

ETFs
17.4K
+ 9.99%
$24.69 - $25.26 $430K - $440K
192K $4.82M
PFFA
Etfis Ser Tr I

ETFs
10.9K
+ 4.45%
$20.94 - $22.43 $228K - $244K
256K $5.55M
VIG
Vanguard Dividend Appreciation

ETFs
2.45K
+ 21.41%
N/A
13.9K $2.53M
AEE
Ameren Corp

Utilities
3.92K
+ 120.35%
$95.0 - $104.38 $372K - $409K
7.18K $749K
AAAU
Goldman Sachs Physical Gold ETF

ETFs
1.11K
+ 1.54%
$32.29 - $38.12 $35.7K - $42.1K
72.9K $2.78M
PSX
Phillips 66

Energy
2.2K
+ 27.7%
$118.37 - $139.46 $260K - $306K
10.1K $1.38M
FSEP
First Tr ETF Viii Cboe Vest Us

ETFs
7.96K
+ 87.76%
$47.96 - $50.54 $382K - $402K
17K $860K
PG
Procter & Gamble CO

Consumer Defensive
5.6K
+ 7.27%
$150.47 - $161.22 $842K - $902K
82.6K $12.7M
BNDX
Vanguard Total International B

ETFs
8.26K
+ 35.56%
$49.0 - $49.51 $405K - $409K
31.5K $1.56M
WST
West Pharmaceutical Services Inc

Healthcare
696
+ 13.83%
$210.08 - $279.1 $146K - $194K
5.73K $1.5M
DFUS
Dimensional ETF Tr U S Equity

ETFs
5.24K
+ 157.8%
$67.01 - $72.84 $351K - $382K
8.56K $620K
TRP
Tc Energy Corp

Energy
6.64K
+ 107.5%
$46.58 - $54.41 $309K - $361K
12.8K $697K
UMAR
Innovator U.S. Equity Ultra Bu

ETFs
9.77K
+ 176.49%
$37.58 - $39.01 $367K - $381K
15.3K $596K
DHI
Horton D R Inc

Consumer Cyclical
1.58K
+ 53.96%
$129.82 - $184.04 $205K - $291K
4.51K $763K
DIVB
Ishares Tr U S Divid & Buyback

ETFs
6.89K
+ 55.13%
$49.55 - $52.25 $341K - $360K
19.4K $1.01M
NEE
Nextera Energy Inc

Utilities
3.57K
+ 20.39%
$69.77 - $77.54 $249K - $277K
21.1K $1.59M
DUK
Duke Energy Corp

Utilities
2.2K
+ 12.07%
$116.31 - $125.93 $255K - $276K
20.4K $2.52M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
956
+ 3.17%
$132.9 - $142.03 $127K - $136K
31.1K $4.38M
VIS
Vanguard Industrial ETF

ETFs
445
+ 3.21%
$281.0 - $296.29 $125K - $132K
14.3K $4.24M
ENB
Enbridge Inc

Energy
506
+ 0.79%
$43.79 - $50.46 $22.2K - $25.5K
64.7K $3.26M
VDE
Vanguard Energy ETF

ETFs
691
+ 1.75%
$118.37 - $129.65 $81.8K - $89.6K
40.1K $5.04M
KKR
Kkr & Co. Inc.

Financial Services
2.73K
+ 114.58%
$129.95 - $152.16 $354K - $415K
5.11K $663K
VAW
Vanguard Materials ETF

ETFs
793
+ 4.54%
$193.21 - $210.15 $153K - $167K
18.3K $3.74M
ET
Energy Transfer LP

Energy
24.8K
+ 26.5%
$17.11 - $18.16 $425K - $451K
119K $2.03M
QCOM
Qualcomm Inc

Technology
1.6K
+ 16.98%
$145.84 - $173.55 $234K - $278K
11K $1.84M
GM
General Motors CO

Consumer Cyclical
3.75K
+ 43.58%
$48.89 - $61.24 $183K - $230K
12.4K $753K
CEFS
Exchange Listed Fds Tr Saba Cl

ETFs
8.8K
+ 3.74%
$22.18 - $22.83 $195K - $201K
244K $5.56M
AMGN
Amgen Inc

Healthcare
727
+ 1.9%
$271.18 - $309.22 $197K - $225K
39.1K $11M
JNK
Spdr Bloomberg High Yield Bond

ETFs
3.2K
+ 57.48%
$96.22 - $98.19 $308K - $314K
8.77K $859K
AINV
Apollo Investment Corp

Financial Services
28.5K
+ 7.65%
N/A
400K $4.45M
HIMS
Hims & Hers Health, Inc.

Consumer Defensive
4.6K
+ 56.44%
$41.53 - $66.18 $191K - $305K
12.8K $723K
BAC
Bank Of America Corp

Financial Services
1.75K
+ 3.37%
$44.92 - $52.42 $78.7K - $91.8K
53.8K $2.78M
LQDH
Ishares U S ETF Tr Int Rate He

ETFs
2.68K
+ 4.93%
$92.14 - $93.55 $247K - $251K
57.1K $5.34M
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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