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
PYPL
Pay Pal Holdings, Inc.

Financial Services
3.22K
+ 92.95%
$65.64 - $78.22 $211K - $252K
6.68K $447K
TPHD
Timothy Plan High Divid Stk Et

ETFs
4.47K
+ 61.46%
$38.0 - $39.42 $170K - $176K
11.7K $462K
PAPR
Innovator U.S. Equity Power Bu

ETFs
525
+ 0.34%
$37.32 - $38.38 $19.6K - $20.1K
157K $6.02M
EIX
Edison International

Utilities
2.85K
+ 38.85%
$50.42 - $56.35 $143K - $160K
10.2K $562K
FXL
First Tr Exchange Traded Fd Fi

ETFs
937
+ 38.34%
$155.79 - $172.55 $146K - $162K
3.38K $567K
ARDC
Ares Dynamic Credit Allocation Fund, Inc.

Financial Services
17.7K
+ 5.03%
$13.99 - $14.88 $248K - $264K
370K $5.19M
VST
Vistra Corp.

Utilities
807
+ 14.68%
$182.0 - $217.92 $147K - $176K
6.3K $1.23M
FLIA
Franklin Templeton ETF Tr Libe

ETFs
8.11K
+ 6.29%
$20.38 - $20.61 $165K - $167K
137K $2.81M
TGT
Target Corp

Consumer Defensive
2.14K
+ 66.44%
$86.56 - $107.43 $186K - $230K
5.37K $481K
MOAT
Vaneck Morningstar Wide Moat E

ETFs
1.87K
+ 3.33%
N/A
57.9K $4.97M
SCHJ
Schwab Strategic Tr 1 5 Yr C

ETFs
5.82K
+ 5.85%
$24.65 - $24.98 $143K - $145K
105K $2.62M
CWB
Spdr Bloomberg Convertible Sec

ETFs
1.22K
+ 20.15%
$82.29 - $90.77 $100K - $110K
7.26K $656K
MUST
Columbia ETF Tr I Multi Sector

ETFs
6.88K
+ 17.67%
$19.87 - $20.65 $137K - $142K
45.8K $940K
AEP
American Electric Power CO Inc

Utilities
500
+ 4.44%
$103.26 - $115.0 $51.6K - $57.5K
11.8K $1.32M
DKNG
Draft Kings Inc.

Consumer Cyclical
12.5K
+ 21.86%
$37.4 - $48.23 $469K - $604K
69.9K $2.61M
ETN
Eaton Corp PLC

Industrials
245
+ 6.88%
$342.99 - $392.76 $84K - $96.2K
3.81K $1.42M
IWD
Ishares Russell 1000 Val ETF

ETFs
518
+ 10.28%
$192.76 - $203.86 $99.8K - $106K
5.56K $1.13M
VIGI
Vanguard Whitehall Fds Intl Di

ETFs
1.69K
+ 66.76%
$86.07 - $90.74 $145K - $153K
4.21K $377K
FDVV
Fidelity High Dividend ETF

ETFs
1.07K
+ 4.48%
$52.42 - $55.71 $56.2K - $59.7K
25K $1.39M
TRV
Travelers Companies, Inc.

Financial Services
398
+ 12.65%
$250.62 - $279.43 $99.7K - $111K
3.54K $989K
HYDB
Ishares Tr Edge High Yield Def

ETFs
2.66K
+ 4.81%
$47.03 - $47.97 $125K - $127K
57.8K $2.77M
BSJS
Invesco Exc Self Ind Tr Bullet

ETFs
6.62K
+ 24.27%
$21.89 - $22.2 $145K - $147K
33.9K $748K
ILDR
First Tr Exchange Traded Fd Vi
3.91K
+ 55.86%
$28.95 - $33.25 $113K - $130K
10.9K $353K
GOF
Guggenheim Strategic Opportunities Fund

Financial Services
9.66K
+ 74.87%
$14.8 - $15.15 $143K - $146K
22.6K $338K
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
2.7K
+ 25.82%
$48.5 - $50.19 $131K - $136K
13.2K $659K
TIPX
Spdr Bloomberg 1 10 Year Tips

ETFs
6.97K
+ 11.43%
$19.01 - $19.39 $133K - $135K
68K $1.31M
AXON
Axon Enterprise, Inc.

Industrials
324
+ 39.56%
$698.02 - $870.97 $226K - $282K
1.14K $820K
FQAL
Fidelity Covington Tr Quality

ETFs
673
+ 3.77%
$69.69 - $74.72 $46.9K - $50.3K
18.5K $1.38M
CRWD
Crowd Strike Holdings, Inc.

Technology
526
+ 8.47%
$412.46 - $514.1 $217K - $270K
6.74K $3.3M
TTD
Trade Desk, Inc.

Technology
4.45K
+ 118.48%
$43.93 - $89.76 $195K - $399K
8.2K $402K
GME
Game Stop Corp.

Consumer Cyclical
52
+ 0.12%
$22.1 - $27.28 $1.15K - $1.42K
45.1K $1.23M
BLV
Vanguard Bd Index Fd Inc Long

ETFs
1.74K
+ 50.17%
$67.48 - $71.55 $118K - $125K
5.22K $369K
EXPE
Expedia Group, Inc.

Consumer Cyclical
94
+ 3.99%
$171.01 - $228.24 $16.1K - $21.5K
2.45K $524K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
857
+ 4.14%
$62.09 - $66.51 $53.2K - $57K
21.6K $1.41M
FVAL
Fidelity Covington Tr Value Fa

ETFs
667
+ 4.43%
$63.74 - $69.18 $42.5K - $46.1K
15.7K $1.08M
AOK
Ishares Tr Core Conservative A

ETFs
793
+ 1.0%
$38.64 - $40.17 $30.6K - $31.9K
80.2K $3.22M
MCO
Moodys Corp

Financial Services
268
+ 59.56%
$472.69 - $521.32 $127K - $140K
718 $342K
LNT
Alliant Energy Corp

Utilities
1.05K
+ 16.76%
$60.76 - $67.41 $63.8K - $70.8K
7.31K $493K
DDWM
Wisdomtree Tr Currency Hedged

ETFs
2.4K
+ 41.51%
$39.39 - $42.09 $94.4K - $101K
8.17K $341K
NOW
Service Now, Inc.

Technology
212
+ 27.25%
$850.86 - $1044.69 $180K - $221K
990 $911K
NKE
Nike, Inc.

Consumer Cyclical
1.7K
+ 32.28%
$69.24 - $79.24 $118K - $135K
6.97K $486K
WPM
Wheaton Precious Metals Corp.

Basic Materials
300
+ 8.59%
$86.72 - $111.84 $26K - $33.6K
3.79K $423K
ARE
Alexandria Real Estate Equities, Inc.

Real Estate
685
+ 13.9%
$71.86 - $87.45 $49.2K - $59.9K
5.61K $467K
MMM
3 M CO

Industrials
593
+ 10.54%
$144.41 - $160.2 $85.6K - $95K
6.22K $965K
CTRE
Care Trust Reit, Inc.

Real Estate
1.26K
+ 8.29%
$30.29 - $34.8 $38K - $43.7K
16.4K $569K
URA
Global X Uranium ETF

ETFs
500
+ 5.92%
$36.45 - $50.4 $18.2K - $25.2K
8.94K $426K
JD
Jd.Com, Inc.

Consumer Cyclical
2.19K
+ 24.57%
$30.39 - $35.64 $66.5K - $78K
11.1K $388K
EPAM
Epam Systems, Inc.

Technology
520
+ 23.92%
N/A
2.69K $499K
SCHQ
Schwab Strategic Tr Long Term

ETFs
2.5K
+ 6.89%
$30.81 - $32.63 $77K - $81.5K
38.8K $1.25M
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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