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
GOOG
Alphabet Inc.

Communication Services
1.9K
+ 8.66%
$146.58 - $180.01 $278K - $342K
23.8K $4.23M
VRT
Vertiv Holdings CO

Industrials
9.23K
+ 4.89%
N/A
198K $17.2M
FRDM
Ea Ser Tr Freedom 100 Emerging

ETFs
9.33K
+ 11.9%
$30.96 - $40.6 $289K - $379K
87.7K $3.54M
SPSB
Spdr Portfolio Short Term Corp

ETFs
25.9K
+ 46.83%
$29.82 - $30.19 $772K - $782K
81.2K $2.45M
DTD
Wisdomtree Tr U.S Total Divide

ETFs
7.43K
+ 9.89%
$68.45 - $79.52 $509K - $591K
82.6K $6.57M
LMT
Lockheed Martin Corp

Industrials
1.49K
+ 28.82%
$430.82 - $486.45 $642K - $725K
6.67K $3.09M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
1.05K
+ 1.05%
$55.54 - $69.09 $58.3K - $72.5K
101K $6.98M
MOAT
Vaneck Morningstar Wide Moat E

ETFs
8.97K
+ 19.06%
N/A
56K $4.81M
WFC
Wells Fargo & Company

Financial Services
5.61K
+ 14.67%
$60.98 - $80.12 $342K - $449K
43.8K $3.51M
BA
Boeing CO

Industrials
1.45K
+ 12.21%
$136.59 - $217.51 $198K - $315K
13.3K $2.79M
VST
Vistra Corp.

Utilities
2.8K
+ 103.71%
$98.07 - $195.04 $274K - $546K
5.5K $1.07M
BSCS
Invesco ETF Fd Tr Invesco Bull

ETFs
36.3K
+ 120.63%
$20.16 - $20.49 $732K - $744K
66.4K $1.36M
APP
App Lovin Corp

Technology
385
+ 5.71%
$219.37 - $417.89 $84.5K - $161K
7.12K $2.49M
FTCS
First Trust Capital Strength E

ETFs
6.97K
+ 13.49%
$81.6 - $92.39 $569K - $644K
58.7K $5.33M
SPHY
Spdr Ser Tr Spdr Portfolio Hig

ETFs
27.7K
+ 33.19%
$22.4 - $23.8 $621K - $660K
111K $2.65M
TT
Trane Technologies PLC

Industrials
84
+ 1.29%
$315.21 - $437.41 $26.5K - $36.7K
6.59K $2.88M
IEFA
Ishares Tr

ETFs
6.91K
+ 48.55%
$67.83 - $84.09 $469K - $581K
21.1K $1.76M
FJUN
First Tr Ex Trd Viii Cboe Vest

Technology
10.4K
+ 32.56%
$46.04 - $53.67 $477K - $556K
42.2K $2.26M
FDLO
Fidelity Covington Tr Low Vola

ETFs
8.48K
+ 12.88%
$54.44 - $62.8 $462K - $533K
74.4K $4.67M
PAPR
Innovator U.S. Equity Power Bu

ETFs
11.6K
+ 8.02%
$33.22 - $37.29 $386K - $433K
157K $5.84M
PG
Procter & Gamble CO

Consumer Defensive
8.93K
+ 13.12%
$157.66 - $172.39 $1.41M - $1.54M
77K $12.3M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
21.9K
+ 30.86%
$17.76 - $22.1 $389K - $484K
92.8K $2.05M
IWY
Ishares Tr Russell 200 Growth

ETFs
943
+ 8.13%
$187.5 - $246.51 $177K - $232K
12.5K $3.09M
DE
Deere & CO

Industrials
972
+ 30.96%
$412.99 - $531.48 $401K - $517K
4.11K $2.09M
FNDA
Schwab Fundamental U S Small C

ETFs
16.3K
+ 14.62%
$23.85 - $28.69 $388K - $467K
128K $3.66M
EQWL
Invesco Exchange Traded Fd Tr

ETFs
5.01K
+ 63.38%
$91.62 - $109.97 $459K - $551K
12.9K $1.42M
FLDR
Fidelity Merrimack Str Tr Low

ETFs
11.9K
+ 10.7%
$49.82 - $50.25 $592K - $597K
123K $6.15M
SPTL
Spdr Portfolio Long Term Treas

ETFs
23.2K
+ 49.88%
$25.48 - $27.78 $591K - $644K
69.7K $1.85M
COF
Capital One Financial Corp

Financial Services
2.39K
+ 112.36%
$150.57 - $212.76 $360K - $508K
4.52K $961K
MAIN
Main Street Capital Corp

Financial Services
8.53K
+ 29.75%
$49.15 - $59.32 $419K - $506K
37.2K $2.2M
IUSG
Ishares Core S&P U.S Growth Et

ETFs
3.04K
+ 59.97%
$113.67 - $150.4 $346K - $458K
8.12K $1.22M
VIS
Vanguard Industrial ETF

ETFs
506
+ 3.79%
$220.04 - $280.07 $111K - $142K
13.9K $3.88M
VGIT
Vanguard Intermediate Term Tre

ETFs
6.86K
+ 1.78%
$58.63 - $59.9 $402K - $411K
392K $23.4M
FLRN
Spdr Bloomberg Investment Grad

ETFs
18.1K
+ 62.73%
$30.29 - $30.83 $549K - $559K
47K $1.45M
CEG
Constellation Energy Corp

Utilities
739
+ 29.17%
$170.96 - $322.76 $126K - $239K
3.27K $1.06M
NOBL
Proshares S&P 500 Dividend Ari

ETFs
6.18K
+ 11.41%
$90.85 - $102.31 $562K - $632K
60.4K $6.08M
NLR
Vaneck ETF Tr Uranium+Nuclear

ETFs
3.53K
+ 90.14%
$66.89 - $111.18 $236K - $392K
7.44K $827K
GLDM
World Gold Trust

ETFs
5.18K
+ 9.52%
$58.96 - $67.97 $306K - $352K
59.6K $3.9M
VPU
Vanguard Utilities ETF

ETFs
2.16K
+ 8.01%
$158.36 - $178.82 $341K - $386K
29.1K $5.13M
FXU
First Tr Exchange Traded Fd Ut

ETFs
8.76K
+ 7.59%
$37.86 - $43.29 $331K - $379K
124K $5.26M
AMD
Advanced Micro Devices Inc

Technology
260
+ 2.11%
$78.21 - $143.81 $20.3K - $37.4K
12.6K $1.79M
EEM
Ishares Msci Emerging Markets

ETFs
9.55K
+ 81.41%
$38.52 - $48.28 $368K - $461K
21.3K $1.03M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
7.63K
+ 8.95%
$45.11 - $52.34 $344K - $399K
92.9K $4.86M
FBND
Fidelity Merrimack Str Tr Tota

ETFs
10.2K
+ 3.29%
$44.68 - $45.96 $457K - $470K
321K $14.7M
VO
Vanguard Mid Cap ETF

ETFs
1.52K
+ 44.79%
$228.54 - $279.83 $348K - $426K
4.92K $1.38M
FSMD
Fidelity Covington Tr Small Mi

ETFs
10.9K
+ 55.94%
$34.67 - $41.47 $377K - $450K
30.3K $1.26M
PFEB
Innovator U.S. Equity Power Bu

ETFs
11.2K
+ 44.47%
$33.46 - $38.01 $375K - $426K
36.4K $1.38M
KNG
Ft Cboe Vest S&P 500 Dividend

ETFs
10.8K
+ 24.21%
$45.3 - $50.64 $489K - $546K
55.3K $2.72M
MU
Micron Technology Inc

Technology
1.71K
+ 26.11%
$64.72 - $127.91 $111K - $219K
8.27K $1.02M
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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