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
VEEV
Veeva Systems Inc

Healthcare
266
+ 16.13%
$269.2 - $297.91 $71.6K - $79.2K
1.92K $570K
IDA
Idacorp Inc

Utilities
18
+ 0.32%
$115.16 - $132.15 $2.07K - $2.38K
5.57K $735K
FJUL
First Tr Exch Trd Fd Viii Ft C

Technology
1.43K
+ 30.34%
$51.7 - $54.73 $74K - $78.4K
6.15K $336K
VBR
Vanguard Small Cap Value ETF

ETFs
319
+ 17.66%
$195.41 - $212.37 $62.3K - $67.7K
2.13K $443K
BXP
Boston Properties Inc

Real Estate
847
+ 21.49%
$62.11 - $78.93 $52.6K - $66.9K
4.79K $355K
TAXF
American Centy ETF Tr Diversif

ETFs
1.53K
+ 16.7%
$48.42 - $50.27 $74.2K - $77K
10.7K $537K
WBS
Webster Financial Corp

Financial Services
98
+ 0.61%
$55.19 - $62.92 $5.41K - $6.17K
16.3K $968K
PHM
Pultegroup Inc

Consumer Cyclical
203
+ 9.37%
$108.0 - $141.42 $21.9K - $28.7K
2.37K $313K
ADME
ETF Ser Solutions Aptus Drawnd

ETFs
188
+ 0.78%
$48.07 - $51.26 $9.04K - $9.64K
24.4K $1.24M
UEC
Uranium Energy Corp

Energy
491
+ 4.45%
$5.92 - $13.89 $2.91K - $6.82K
11.5K $153K
CB
Chubb LTD

Financial Services
302
+ 23.61%
$265.99 - $289.59 $80.3K - $87.5K
1.58K $446K
FITB
Fifth Third Bancorp

Financial Services
554
+ 3.72%
$40.91 - $46.28 $22.7K - $25.6K
15.4K $687K
DDOG
Datadog, Inc.

Technology
407
+ 23.07%
$124.52 - $155.15 $50.7K - $63.1K
2.17K $309K
LRGF
Ishares Tr

ETFs
443
+ 5.28%
$64.13 - $69.24 $28.4K - $30.7K
8.84K $610K
OGE
Oge Energy Corp.

Utilities
933
+ 6.08%
$43.46 - $46.27 $40.5K - $43.2K
16.3K $753K
VTWO
Vanguard Russell 2000 ETF

ETFs
194
+ 3.96%
$86.92 - $99.32 $16.9K - $19.3K
5.09K $497K
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
856
+ 18.63%
$78.96 - $80.04 $67.6K - $68.5K
5.45K $435K
EDIV
Spdr S&P Emerging Dividends Et

ETFs
1.49K
+ 12.95%
$37.98 - $39.81 $56.5K - $59.2K
13K $504K
AIQ
Global X Funds Global X Artifi

ETFs
678
+ 11.39%
$43.2 - $49.66 $29.3K - $33.7K
6.63K $327K
BSJR
Invesco Indx Tr

ETFs
2.86K
+ 4.7%
$22.64 - $22.85 $64.8K - $65.4K
63.8K $1.45M
TSCO
Tractor Supply CO

Consumer Cyclical
734
+ 12.02%
$54.08 - $62.65 $39.7K - $46K
6.84K $389K
SLYG
Spdr S&P 600 Small Cap Growth

ETFs
520
+ 16.83%
$87.69 - $96.0 $45.6K - $49.9K
3.61K $340K
CW
Curtiss Wright Corp

Industrials
44
+ 5.88%
$472.43 - $542.94 $20.8K - $23.9K
792 $430K
ARCC
Ares Capital Corp

Financial Services
23.2K
+ 8.8%
$20.41 - $23.25 $474K - $540K
287K $5.85M
PLD
Prologis, Inc.

Real Estate
309
+ 12.0%
$104.08 - $115.35 $32.2K - $35.6K
2.88K $330K
PSK
Spdr Ser Tr Spdr Ice Pfd Sec E

ETFs
1.52K
+ 21.86%
$31.78 - $33.69 $48.2K - $51.1K
8.46K $279K
ECL
Ecolab Inc.

Basic Materials
198
+ 21.43%
$259.39 - $285.47 $51.4K - $56.5K
1.12K $307K
TRMB
Trimble Inc.

Technology
494
+ 17.3%
$76.46 - $85.24 $37.8K - $42.1K
3.35K $273K
VONV
Vanguard Russell 1000 Value Et

ETFs
516
+ 19.41%
$84.55 - $89.54 $43.6K - $46.2K
3.17K $283K
CL
Colgate Palmolive CO

Consumer Defensive
1.38K
+ 27.6%
$79.36 - $93.33 $109K - $128K
6.36K $508K
XPND
First Tr Exchange Traded Fd Vi
897
+ 9.93%
$33.19 - $36.75 $29.8K - $33K
9.93K $358K
BSJP
Invesco Et Sf Idxd Fd Tr Bulle

ETFs
2.32K
+ 3.08%
$23.03 - $23.12 $53.5K - $53.7K
77.7K $1.79M
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
62
+ 1.99%
$301.44 - $365.84 $18.7K - $22.7K
3.18K $1.03M
WTRG
Essential Utilities, Inc.

Utilities
34
+ 0.19%
$36.73 - $39.9 $1.25K - $1.36K
17.9K $712K
CCL
Carnival Corp

Consumer Cyclical
1.34K
+ 9.82%
$28.37 - $32.49 $38.1K - $43.6K
15K $434K
IWS
Ishares Russell Midcap Value E

ETFs
26
+ 0.44%
$132.83 - $140.61 $3.45K - $3.66K
5.98K $835K
DTE
Dte Energy CO

Utilities
157
+ 5.25%
$130.26 - $141.49 $20.5K - $22.2K
3.15K $445K
AGNC
Agnc Investment Corp.

Real Estate
3.12K
+ 12.4%
$9.2 - $10.37 $28.7K - $32.4K
28.3K $277K
MNST
Monster Beverage Corp

Consumer Defensive
447
+ 12.96%
$58.65 - $67.31 $26.2K - $30.1K
3.9K $262K
ORCC
Owl Rock Capital Corp

Financial Services
3.39K
+ 17.05%
N/A
23.3K $311K
UNP
Union Pacific Corp

Industrials
108
+ 4.07%
$214.91 - $237.16 $23.2K - $25.6K
2.76K $652K
FDX
Fedex Corp

Industrials
141
+ 13.56%
$217.1 - $243.2 $30.6K - $34.3K
1.18K $278K
SPOT
Spotify Technology S.A.

Communication Services
129
+ 18.8%
$620.01 - $738.53 $80K - $95.3K
815 $568K
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
326
+ 11.87%
$79.76 - $85.78 $26K - $28K
3.07K $260K
VTR
Ventas, Inc.

Real Estate
144
+ 3.35%
$62.76 - $69.99 $9.04K - $10.1K
4.45K $311K
ASTS
Ast Space Mobile, Inc.

Communication Services
489
+ 6.96%
$36.91 - $60.06 $18K - $29.4K
7.51K $368K
FPE
First Tr Pfd Secs & Income ETF

ETFs
1.7K
+ 9.64%
$17.81 - $18.39 $30.2K - $31.2K
19.3K $351K
BKLN
Invesco ETF Tr Ii Sr Ln ETF

ETFs
1.57K
+ 0.31%
$20.84 - $21.03 $32.7K - $33K
514K $10.8M
MGV
Vanguard Mega Cap Value

ETFs
171
+ 8.27%
$129.46 - $137.85 $22.1K - $23.6K
2.24K $308K
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
Track This Portfolio

Track Foundations Investment Advisors, LLC Portfolio

Follow Foundations Investment Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Foundations Investment Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Foundations Investment Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email