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
FSTA
Fidelity Covington Tr Msci Con

ETFs
8.52K
+ 9.43%
$47.94 - $52.5 $409K - $447K
98.9K $5.06M
IP
International Paper CO

Consumer Cyclical
10.5K
+ 119.08%
$43.89 - $54.46 $461K - $572K
19.3K $905K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
3.58K
+ 12.84%
$483.48 - $539.8 $1.73M - $1.93M
31.5K $15.3M
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
1.34K
+ 1.63%
$71.28 - $83.74 $95.7K - $112K
83.9K $7.03M
FDMO
Fidelity Covington Tr Momentum

ETFs
2.79K
+ 14.2%
$58.0 - $75.86 $162K - $211K
22.4K $1.7M
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
424
+ 15.74%
$177.93 - $313.14 $75.4K - $133K
3.12K $976K
SPIP
Spdr Ser Tr Spdr Portfolio Tip

ETFs
16.5K
+ 69.16%
$25.57 - $26.34 $421K - $434K
40.3K $1.05M
CYBR
Cyber Ark Software Ltd.

Technology
510
+ 16.64%
$305.98 - $406.88 $156K - $208K
3.57K $1.45M
AVDV
American Centy ETF Tr Avantis

ETFs
780
+ 2.1%
$61.76 - $79.32 $48.2K - $61.9K
38K $3.01M
VFH
Vanguard Financial ETF

ETFs
1.39K
+ 4.54%
$104.87 - $127.3 $146K - $177K
31.9K $4.07M
SCHR
Schwab Intermediate Term Us Tr

ETFs
15.2K
+ 9.53%
$24.54 - $25.07 $373K - $381K
175K $4.37M
WM
Waste Management Inc

Industrials
1.83K
+ 43.38%
$216.47 - $242.1 $395K - $442K
6.03K $1.38M
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
6.26K
+ 31.1%
$45.88 - $54.4 $287K - $340K
26.4K $1.43M
NEE
Nextera Energy Inc

Utilities
5.84K
+ 50.06%
$64.11 - $75.0 $374K - $438K
17.5K $1.21M
BAC
Bank Of America Corp

Financial Services
2.12K
+ 4.24%
$34.39 - $47.46 $72.8K - $101K
52.1K $2.46M
SCHA
Schwab Strategic Tr Us Small C

ETFs
12.4K
+ 37.62%
$20.42 - $25.3 $254K - $315K
45.5K $1.15M
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
7.39K
+ 9.0%
$50.1 - $51.02 $370K - $377K
89.4K $4.56M
MELI
Mercadolibre Inc

Consumer Cyclical
112
+ 102.75%
$1794.73 - $2613.63 $201K - $293K
221 $577K
FDVV
Fidelity High Dividend ETF

ETFs
6.1K
+ 34.25%
$43.6 - $52.02 $266K - $317K
23.9K $1.24M
BSJS
Invesco Exc Self Ind Tr Bullet

ETFs
16.1K
+ 143.52%
$20.93 - $22.05 $337K - $355K
27.3K $601K
CELH
Celsius Holdings, Inc.

Consumer Defensive
4.85K
+ 39.3%
$33.89 - $46.39 $164K - $225K
17.2K $796K
FQAL
Fidelity Covington Tr Quality

ETFs
3.95K
+ 28.42%
$57.29 - $69.63 $226K - $275K
17.9K $1.24M
EXC
Exelon Corp

Utilities
8.94K
+ 54.39%
$42.2 - $47.37 $377K - $423K
25.4K $1.1M
NVO
Novo Nordisk A S

Healthcare
4.96K
+ 50.79%
$58.08 - $81.05 $288K - $402K
14.7K $1.02M
ETN
Eaton Corp PLC

Industrials
100
+ 2.89%
$246.52 - $356.99 $24.7K - $35.7K
3.56K $1.27M
VLUE
Ishares Msci Usa Value Factor

ETFs
1.71K
+ 8.43%
$93.5 - $113.21 $160K - $193K
22K $2.49M
CNI
Canadian National Railway CO

Industrials
2.88K
+ 71.72%
$92.66 - $108.13 $266K - $311K
6.89K $716K
USMV
Ishares Msci Usa Min Vol Facto

ETFs
3.35K
+ 5.76%
$85.42 - $94.39 $286K - $316K
61.4K $5.77M
EPD
Enterprise Products Partners L.P.

Energy
32.4K
+ 14.77%
$28.95 - $34.22 $939K - $1.11M
252K $7.81M
SHOP
Shopify Inc.

Technology
1.19K
+ 13.86%
$76.89 - $115.35 $91.7K - $138K
9.8K $1.13M
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
4.48K
+ 13.59%
$34.72 - $42.74 $155K - $191K
37.4K $1.6M
PSX
Phillips 66

Energy
2.71K
+ 52.01%
$92.87 - $125.73 $252K - $341K
7.93K $945K
JNK
Spdr Bloomberg High Yield Bond

ETFs
2.99K
+ 115.78%
$91.23 - $97.27 $273K - $291K
5.57K $541K
AXON
Axon Enterprise, Inc.

Industrials
81
+ 10.98%
$497.13 - $827.94 $40.3K - $67.1K
819 $678K
SPOT
Spotify Technology S.A.

Communication Services
256
+ 59.53%
$503.3 - $775.9 $129K - $199K
686 $526K
CSCO
Cisco Systems, Inc.

Technology
865
+ 2.93%
$53.19 - $69.38 $46K - $60K
30.3K $2.11M
MAR
Marriott International Inc

Consumer Cyclical
607
+ 17.96%
$211.12 - $274.14 $128K - $166K
3.99K $1.09M
VAW
Vanguard Materials ETF

ETFs
921
+ 5.56%
$163.82 - $196.64 $151K - $181K
17.5K $3.41M
GME
Game Stop Corp.

Consumer Cyclical
8.34K
+ 22.69%
$21.1 - $35.01 $176K - $292K
45.1K $1.1M
SCHJ
Schwab Strategic Tr 1 5 Yr C

ETFs
10.5K
+ 11.8%
$24.32 - $24.81 $255K - $260K
99.3K $2.46M
VONG
Vanguard Russell 1000 Growth E

ETFs
2.13K
+ 85.99%
$82.51 - $109.2 $176K - $233K
4.61K $503K
IOT
Samsara Inc.

Technology
6.03K
+ 26.09%
$33.46 - $47.74 $202K - $288K
29.2K $1.16M
VIOO
Vanguard S&P Small Cap 600 ETF

ETFs
1.74K
+ 9.65%
$83.8 - $101.39 $146K - $177K
19.8K $2M
UBER
Uber Technologies, Inc

Technology
560
+ 5.51%
$64.62 - $93.3 $36.2K - $52.2K
10.7K $999K
PSLV
Sprott Physical Silver Trust

Financial Services
20.4K
+ 171.45%
$9.98 - $12.51 $204K - $256K
32.4K $396K
HWM
Howmet Aerospace Inc.

Industrials
462
+ 15.09%
$112.33 - $186.13 $51.9K - $86K
3.52K $655K
SRLN
Ssga Active Trust

ETFs
5.49K
+ 10.68%
$39.47 - $41.59 $217K - $228K
56.9K $2.37M
MUST
Columbia ETF Tr I Multi Sector

ETFs
12.4K
+ 46.72%
$19.47 - $20.4 $241K - $253K
38.9K $783K
AOK
Ishares Tr Core Conservative A

ETFs
3.55K
+ 4.68%
$36.09 - $39.07 $128K - $139K
79.4K $3.1M
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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