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
O
Realty Income Corp

Real Estate
1.92K
+ 20.66%
$52.27 - $58.52 $101K - $113K
11.2K $646K
SCHV
Schwab Strategic Tr Us Large C

ETFs
3.23K
+ 21.43%
$23.55 - $27.67 $76.2K - $89.5K
18.3K $507K
HSY
Hershey CO

Consumer Defensive
689
+ 44.92%
$151.29 - $173.13 $104K - $119K
2.22K $368K
VHT
Vanguard Health Care ETF

ETFs
498
+ 47.52%
$236.71 - $261.92 $118K - $130K
1.55K $383K
KHC
Kraft Heinz CO

Consumer Defensive
7.63K
+ 38.17%
$25.61 - $30.81 $195K - $235K
27.6K $713K
AMT
American Tower Corp

Real Estate
433
+ 15.42%
$203.96 - $228.19 $88.3K - $98.8K
3.24K $716K
BP
Bp PLC

Energy
4.88K
+ 43.3%
$26.11 - $33.81 $127K - $165K
16.1K $483K
SPGI
S&P Global Inc.

Financial Services
95
+ 3.53%
$438.31 - $527.29 $41.6K - $50.1K
2.78K $1.47M
GD
General Dynamics Corp

Industrials
182
+ 7.2%
$247.68 - $291.66 $45.1K - $53.1K
2.71K $790K
SCHB
Schwab Strategic Tr Us Broad M

ETFs
2.33K
+ 12.36%
$19.1 - $23.83 $44.5K - $55.5K
21.2K $504K
XEL
Xcel Energy Inc

Utilities
1.6K
+ 40.24%
$65.65 - $72.39 $105K - $116K
5.56K $378K
TPIF
Timothy Plan Intl ETF (De)

ETFs
1.66K
+ 13.52%
$26.0 - $32.29 $43.1K - $53.5K
13.9K $448K
NSC
Norfolk Southern Corp

Industrials
47
+ 1.07%
$206.34 - $257.46 $9.7K - $12.1K
4.46K $1.14M
IHI
Ishares Tr Dow Jones Us Medica

ETFs
1.29K
+ 21.79%
$54.27 - $63.01 $70K - $81.2K
7.2K $451K
UPS
United Parcel Service Inc

Industrials
2.43K
+ 14.27%
$91.92 - $110.2 $223K - $267K
19.4K $1.96M
USB
Us Bancorp \De\

Financial Services
1.12K
+ 8.26%
$36.4 - $45.76 $40.7K - $51.2K
14.6K $662K
ABT
Abbott Laboratories

Healthcare
377
+ 3.6%
$123.95 - $138.08 $46.7K - $52.1K
10.8K $1.47M
BSX
Boston Scientific Corp

Healthcare
579
+ 16.09%
$89.7 - $107.41 $51.9K - $62.2K
4.18K $448K
CVS
Cvs Health Corp

Healthcare
1.1K
+ 13.31%
$60.04 - $70.18 $65.8K - $76.9K
9.33K $643K
USIG
Ishares Tr Broad Usd Inbd Etfv

ETFs
1.51K
+ 12.93%
$49.73 - $51.44 $75K - $77.6K
13.2K $677K
CTVA
Corteva, Inc.

Basic Materials
305
+ 6.28%
$55.52 - $74.53 $16.9K - $22.7K
5.17K $384K
SUB
Ishares Short Term National Mu

ETFs
704
+ 24.96%
$104.77 - $106.34 $73.8K - $74.9K
3.52K $374K
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
71
+ 6.39%
$468.22 - $566.51 $33.2K - $40.2K
1.18K $669K
CMCSA
Comcast Corp

Communication Services
3.54K
+ 8.46%
$32.84 - $36.72 $116K - $130K
45.3K $1.62M
TPLC
Timothy Plan U S Large/Mid Cap

ETFs
1.4K
+ 26.57%
$37.78 - $44.9 $52.7K - $62.6K
6.65K $298K
VTWO
Vanguard Russell 2000 ETF

ETFs
529
+ 12.11%
$70.56 - $87.22 $37.3K - $46.1K
4.9K $427K
DNP
Dnp Select Income Fund Inc

Financial Services
11.6K
+ 2.9%
$8.89 - $9.88 $103K - $114K
412K $4.03M
WHR
Whirlpool Corp

Consumer Cyclical
221
+ 5.18%
$75.71 - $101.42 $16.7K - $22.4K
4.49K $455K
IJK
Ishares S&P Midcap 400 Growth

ETFs
530
+ 19.2%
$73.7 - $90.98 $39.1K - $48.2K
3.29K $299K
WPM
Wheaton Precious Metals Corp.

Basic Materials
336
+ 10.65%
$70.56 - $92.75 $23.7K - $31.2K
3.49K $313K
RF
Regions Financial Corp

Financial Services
1.98K
+ 16.11%
$18.34 - $23.52 $36.3K - $46.5K
14.2K $335K
SLYG
Spdr S&P 600 Small Cap Growth

ETFs
555
+ 21.89%
$72.61 - $88.75 $40.3K - $49.3K
3.09K $274K
SCHQ
Schwab Strategic Tr Long Term

ETFs
2.92K
+ 8.74%
$30.46 - $33.4 $88.8K - $97.4K
36.3K $1.16M
PHYS
Sprott Physical Gold Trust

Financial Services
791
+ 2.43%
$22.82 - $26.29 $18.1K - $20.8K
33.4K $845K
HII
Huntington Ingalls Industries, Inc.

Industrials
94
+ 9.11%
$183.31 - $241.46 $17.2K - $22.7K
1.13K $271K
MTB
M&T Bank Corp

Financial Services
130
+ 5.73%
$156.58 - $193.99 $20.4K - $25.2K
2.4K $465K
LYG
Lloyds Banking Group PLC

Financial Services
6.45K
+ 8.97%
$3.32 - $4.29 $21.4K - $27.7K
78.4K $333K
PRU
Prudential Financial Inc

Financial Services
798
+ 12.11%
$95.12 - $112.71 $75.9K - $89.9K
7.39K $793K
CB
Chubb LTD

Financial Services
242
+ 23.34%
$274.32 - $302.46 $66.4K - $73.2K
1.28K $370K
ONON
On Holding Ag

Consumer Cyclical
200
+ 3.79%
$37.65 - $60.68 $7.53K - $12.1K
5.48K $285K
XYL
Xylem Inc.

Industrials
33
+ 0.66%
$102.86 - $129.5 $3.39K - $4.27K
5.06K $654K
DAL
Delta Air Lines, Inc.

Industrials
196
+ 2.56%
$35.88 - $52.99 $7.03K - $10.4K
7.84K $385K
KKR
Kkr & Co. Inc.

Financial Services
84
+ 3.66%
$92.79 - $134.29 $7.79K - $11.3K
2.38K $316K
AVUV
American Centy ETF Tr Avantis

ETFs
326
+ 6.47%
$75.17 - $91.21 $24.5K - $29.7K
5.36K $488K
NKE
Nike, Inc.

Consumer Cyclical
159
+ 3.11%
$53.27 - $72.04 $8.47K - $11.5K
5.27K $374K
DVY
Ishares Tr

ETFs
403
+ 12.42%
$118.37 - $134.86 $47.7K - $54.3K
3.65K $484K
BSJP
Invesco Et Sf Idxd Fd Tr Bulle

ETFs
2.02K
+ 2.76%
$22.87 - $23.14 $46.3K - $46.8K
75.3K $1.74M
TPHD
Timothy Plan High Divid Stk Et

ETFs
1.27K
+ 21.07%
$32.99 - $38.01 $41.8K - $48.1K
7.28K $274K
FGD
First Tr Exchange Trd Fd Ii Fi

ETFs
225
+ 1.82%
$21.8 - $27.71 $4.91K - $6.23K
12.6K $346K
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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