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
D
Dominion Energy, Inc

Utilities
4.3K
+ 40.0%
$49.66 - $58.0 $213K - $249K
15K $849K
VOOG
Vanguard S&P 500 Growth ETF

ETFs
328
+ 17.57%
$299.15 - $396.54 $98.1K - $130K
2.2K $870K
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
10.1K
+ 8.77%
$22.68 - $23.28 $228K - $234K
125K $2.9M
BSJQ
Invesco Etsf Fd Tr Bulletshare

ETFs
9.56K
+ 7.35%
$22.66 - $23.41 $217K - $224K
140K $3.26M
DFIC
Dimensional ETF Tr Dimensional

ETFs
875
+ 1.37%
$24.94 - $31.15 $21.8K - $27.3K
64.6K $2.01M
SOFI
So Fi Technologies, Inc.

Financial Services
5.22K
+ 24.07%
$9.5 - $18.21 $49.6K - $95.1K
26.9K $490K
NOW
Service Now, Inc.

Technology
70
+ 9.89%
$721.65 - $1040.18 $50.5K - $72.8K
778 $799K
NOC
Northrop Grumman Corp

Industrials
504
+ 29.65%
$456.3 - $540.39 $230K - $272K
2.2K $1.1M
FLIA
Franklin Templeton ETF Tr Libe

ETFs
9.17K
+ 7.66%
$20.21 - $20.59 $185K - $189K
129K $2.65M
CSWC
Capital Southwest Corp

Financial Services
11.5K
+ 10.8%
$17.99 - $22.44 $207K - $259K
118K $2.61M
IDXX
Idexx Laboratories Inc

Healthcare
256
+ 38.91%
$361.04 - $536.34 $92.4K - $137K
914 $490K
IWB
Ishares Tr Russell 1000 ETF

ETFs
133
+ 2.73%
$272.36 - $339.57 $36.2K - $45.2K
5.01K $1.7M
IWR
Ishares Russell Mid Cap ETF

ETFs
1.48K
+ 16.04%
$74.88 - $91.97 $111K - $136K
10.7K $982K
OUNZ
Van Eck Merk Gold Trust

ETFs
4.25K
+ 12.57%
$28.68 - $33.09 $122K - $141K
38K $1.21M
VDE
Vanguard Energy ETF

ETFs
4.72K
+ 13.6%
$105.87 - $130.56 $499K - $616K
39.4K $4.69M
SPG
Simon Property Group Inc

Real Estate
1.78K
+ 9.84%
$140.37 - $171.44 $249K - $304K
19.8K $3.19M
PMAR
Innovator U.S. Equity Power Bu

ETFs
2.39K
+ 6.69%
$37.18 - $42.23 $89K - $101K
38.2K $1.61M
CL
Colgate Palmolive CO

Consumer Defensive
2.11K
+ 73.29%
$87.57 - $96.0 $185K - $202K
4.98K $452K
ADP
Automatic Data Processing Inc

Industrials
550
+ 12.35%
$276.76 - $326.81 $152K - $180K
5K $1.54M
F
Ford Motor CO

Consumer Cyclical
9.25K
+ 9.82%
$8.69 - $10.85 $80.4K - $100K
104K $1.12M
FEZ
Spdr Euro Stoxx 50 ETF

ETFs
2.5K
+ 48.84%
$48.22 - $60.41 $120K - $151K
7.6K $454K
FVAL
Fidelity Covington Tr Value Fa

ETFs
1.84K
+ 13.88%
$52.8 - $63.87 $96.9K - $117K
15.1K $961K
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
3.67K
+ 7.03%
$45.2 - $46.6 $166K - $171K
55.9K $2.59M
EDIV
Spdr S&P Emerging Dividends Et

ETFs
3.9K
+ 51.3%
$32.61 - $38.62 $127K - $150K
11.5K $437K
ZROZ
Pimco ETF Tr 25+ Yr Zero Cpn U

ETFs
2.79K
+ 40.33%
$62.08 - $73.58 $173K - $206K
9.72K $652K
PAYX
Paychex Inc

Industrials
1.17K
+ 66.99%
$137.01 - $159.78 $160K - $186K
2.91K $423K
VGSH
Vanguard

ETFs
2.01K
+ 0.58%
$58.32 - $58.95 $117K - $118K
347K $20.4M
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
3.71K
+ 17.46%
$22.92 - $28.05 $85.1K - $104K
25K $700K
TAXF
American Centy ETF Tr Diversif

ETFs
2.97K
+ 47.82%
$47.8 - $49.79 $142K - $148K
9.17K $448K
PH
Parker Hannifin Corp

Industrials
12
+ 0.81%
$517.23 - $700.54 $6.21K - $8.41K
1.49K $1.04M
PVI
Invesco Vrdo Tax Free ETF

ETFs
5.71K
+ 46.02%
$24.64 - $24.97 $141K - $143K
18.1K $449K
PNC
Pnc Financial Services Group, Inc.

Financial Services
630
+ 32.93%
$149.76 - $186.42 $94.3K - $117K
2.54K $474K
PJUN
Innovator U.S. Equity Power Bu

ETFs
2.81K
+ 29.19%
$34.48 - $39.76 $96.7K - $112K
12.4K $493K
SNPS
Synopsys Inc

Technology
50
+ 3.78%
$380.9 - $517.66 $19K - $25.9K
1.37K $703K
ADI
Analog Devices Inc

Technology
175
+ 6.94%
$164.6 - $238.02 $28.8K - $41.7K
2.7K $642K
CTRE
Care Trust Reit, Inc.

Real Estate
3.62K
+ 31.41%
$26.65 - $30.69 $96.6K - $111K
15.2K $463K
QYLD
Global X Fdsnasdaq 100 Covered

ETFs
7.68K
+ 14.26%
$14.97 - $16.79 $115K - $129K
61.5K $1.03M
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
1.29K
+ 24.51%
$60.34 - $74.89 $77.7K - $96.4K
6.54K $489K
XLRE
Select Sector Spdr Tr Real Est

ETFs
3.41K
+ 13.81%
$37.08 - $42.26 $127K - $144K
28.1K $1.17M
ITW
Illinois Tool Works Inc

Industrials
531
+ 33.52%
$218.41 - $252.43 $116K - $134K
2.12K $522K
VXF
Vanguard Extended Market ETF

ETFs
525
+ 39.0%
$150.43 - $192.71 $79K - $101K
1.87K $360K
LHX
L3 Harris Technologies, Inc.

Industrials
149
+ 6.91%
$200.21 - $256.99 $29.8K - $38.3K
2.3K $577K
TRV
Travelers Companies, Inc.

Financial Services
438
+ 16.17%
$233.83 - $276.34 $102K - $121K
3.15K $841K
SHEL
Shell PLC

Energy
1.89K
+ 46.7%
$59.75 - $73.05 $113K - $138K
5.94K $418K
DGX
Quest Diagnostics Inc

Healthcare
867
+ 59.59%
N/A
2.32K $318K
MCD
Mcdonalds Corp

Consumer Cyclical
2.06K
+ 8.61%
$285.55 - $321.23 $589K - $663K
26K $7.61M
URI
United Rentals, Inc.

Industrials
20
+ 2.45%
$551.94 - $753.4 $11K - $15.1K
837 $630K
RSG
Republic Services, Inc.

Industrials
435
+ 47.8%
$227.2 - $258.07 $98.8K - $112K
1.35K $331K
CARR
Carrier Global Corp

Industrials
593
+ 8.96%
$55.55 - $75.83 $32.9K - $45K
7.21K $527K
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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