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
PEP
Pepsico Inc

Consumer Defensive
1.36K
+ 9.76%
$133.81 - $152.16 $182K - $207K
15.3K $2.14M
OKE
Oneok Inc

Energy
5.29K
+ 52.34%
$71.36 - $83.47 $378K - $442K
15.4K $1.12M
QS
Quantum Scape Corp

Consumer Cyclical
12.7K
+ 50.01%
$6.36 - $14.64 $80.9K - $186K
38.1K $469K
VFH
Vanguard Financial ETF

ETFs
1.31K
+ 4.09%
$125.23 - $132.78 $164K - $174K
33.2K $4.36M
CI
Cigna Corp

Healthcare
1.36K
+ 61.02%
$262.23 - $334.39 $356K - $454K
3.58K $1.03M
IWB
Ishares Tr Russell 1000 ETF

ETFs
454
+ 9.07%
$339.37 - $366.46 $154K - $166K
5.46K $2M
IBND
Spdr Bloomberg International C

ETFs
9.79K
+ 13.12%
$31.45 - $32.68 $308K - $320K
84.4K $2.73M
DNP
Dnp Select Income Fund Inc

Financial Services
20.2K
+ 4.91%
$9.65 - $10.02 $195K - $203K
432K $4.32M
VONG
Vanguard Russell 1000 Growth E

ETFs
1.99K
+ 43.15%
$108.08 - $121.73 $215K - $242K
6.6K $794K
JBBB
Janus Detroit Str Tr Henderson

ETFs
6.04K
+ 5.93%
$48.04 - $48.61 $290K - $293K
108K $5.19M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
9.33K
+ 44.04%
$23.82 - $25.84 $222K - $241K
30.5K $784K
MAIN
Main Street Capital Corp

Financial Services
1.76K
+ 4.73%
$59.28 - $67.54 $104K - $119K
38.9K $2.48M
USFR
Wisdomtree Floating Rate Treas

ETFs
5.55K
+ 109.3%
$50.23 - $50.48 $279K - $280K
10.6K $533K
GD
General Dynamics Corp

Industrials
414
+ 15.27%
$293.92 - $341.0 $122K - $141K
3.13K $1.07M
HYGH
Ishares U S ETF Tr Int Rate He

ETFs
2.94K
+ 4.91%
$85.71 - $86.94 $252K - $256K
62.8K $5.46M
URI
United Rentals, Inc.

Industrials
109
+ 13.02%
$774.14 - $975.23 $84.4K - $106K
946 $903K
SEIX
Virtus ETF Tr Ii Seix Sr Ln Et

ETFs
11K
+ 5.27%
$23.53 - $23.75 $259K - $261K
220K $5.18M
FLBL
Franklin Templeton ETF Tr Libe

ETFs
12.5K
+ 5.94%
$24.02 - $24.28 $300K - $304K
223K $5.35M
TPIF
Timothy Plan Intl ETF (De)

ETFs
7.25K
+ 52.14%
$31.81 - $33.66 $231K - $244K
21.2K $705K
OHI
Omega Healthcare Investors Inc

Real Estate
1.51K
+ 4.4%
$36.29 - $43.34 $54.8K - $65.4K
35.8K $1.51M
SOFI
So Fi Technologies, Inc.

Financial Services
1.19K
+ 4.41%
$17.64 - $29.81 $20.9K - $35.4K
28.1K $742K
FSMD
Fidelity Covington Tr Small Mi

ETFs
3.9K
+ 12.88%
$41.29 - $44.71 $161K - $174K
34.2K $1.5M
SCHA
Schwab Strategic Tr Us Small C

ETFs
4.59K
+ 10.09%
$25.29 - $28.33 $116K - $130K
50.1K $1.4M
CSWC
Capital Southwest Corp

Financial Services
12.2K
+ 10.31%
$21.86 - $23.33 $266K - $284K
130K $2.85M
NOCT
Innovator Growth 100 Power Buf

ETFs
3.84K
+ 34.96%
$54.27 - $56.81 $208K - $218K
14.8K $841K
DASH
Door Dash, Inc.

Communication Services
673
+ 28.52%
$234.5 - $272.5 $158K - $183K
3.03K $824K
EEM
Ishares Msci Emerging Markets

ETFs
2.51K
+ 11.82%
$48.07 - $53.4 $121K - $134K
23.8K $1.27M
BK
Bank Of New York Mellon Corp

Financial Services
787
+ 9.05%
$90.65 - $109.75 $71.3K - $86.4K
9.49K $1.03M
ARKK
Ark ETF Tr Innovation ETF (De)

ETFs
1.43K
+ 19.38%
$68.94 - $86.3 $98.5K - $123K
8.8K $759K
IEFA
Ishares Tr

ETFs
1.82K
+ 8.62%
$81.7 - $87.53 $149K - $159K
23K $2M
BSEP
Innovator U.S. Equity Buffer E

ETFs
4.67K
+ 97.74%
$45.13 - $48.29 $211K - $225K
9.44K $455K
GPC
Genuine Parts CO

Consumer Cyclical
1.14K
+ 25.7%
$122.23 - $142.77 $139K - $163K
5.57K $772K
IWC
Russell Micro Cap ETF

ETFs
806
+ 15.46%
$127.86 - $151.39 $103K - $122K
6.02K $897K
AFL
Aflac Inc

Financial Services
1.59K
+ 20.89%
$98.09 - $111.7 $156K - $177K
9.19K $1.03M
OXY
Occidental Petroleum Corp

Energy
3.44K
+ 31.07%
$42.54 - $48.1 $146K - $166K
14.5K $686K
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
2.26K
+ 34.52%
$74.93 - $80.73 $169K - $182K
8.8K $709K
SPIP
Spdr Ser Tr Spdr Portfolio Tip

ETFs
7.92K
+ 19.66%
$25.83 - $26.47 $205K - $210K
48.2K $1.27M
PSLV
Sprott Physical Silver Trust

Financial Services
6.79K
+ 20.97%
$12.24 - $15.73 $83.1K - $107K
39.2K $614K
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
8.01K
+ 6.41%
$22.9 - $23.58 $183K - $189K
133K $3.12M
EQWL
Invesco Exchange Traded Fd Tr

ETFs
1.32K
+ 10.24%
$108.47 - $114.7 $143K - $152K
14.2K $1.63M
MRVL
Marvell Technology, Inc.

Technology
2.22K
+ 58.68%
$62.31 - $84.07 $138K - $186K
5.99K $503K
TROW
Price T Rowe Group Inc

Financial Services
203
+ 0.66%
$98.67 - $111.52 $20K - $22.6K
31K $3.18M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
1.68K
+ 4.44%
$97.75 - $100.75 $164K - $169K
39.5K $3.96M
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
3.98K
+ 24.75%
$49.78 - $50.75 $198K - $202K
20K $1.01M
STLG
Ishares Factors Us Growth Styl

ETFs
4.07K
+ 27.69%
N/A
18.8K $943K
TPLC
Timothy Plan U S Large/Mid Cap

ETFs
4.14K
+ 62.32%
$44.8 - $46.43 $186K - $192K
10.8K $499K
DFAT
Dimensional ETF Tr U S Target

ETFs
3.08K
+ 63.04%
$53.36 - $59.69 $164K - $184K
7.96K $463K
VOOG
Vanguard S&P 500 Growth ETF

ETFs
254
+ 11.57%
$393.18 - $439.39 $99.9K - $112K
2.45K $1.07M
PJAN
Innovator U.S. Equity Power Bu

ETFs
4.04K
+ 75.84%
$43.95 - $45.8 $178K - $185K
9.37K $428K
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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