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
ACN
Accenture PLC

Technology
252
+ 12.21%
$279.23 - $323.21 $70.4K - $81.4K
2.32K $692K
SPMD
Spdr Portfolio

ETFs
574
+ 12.84%
$44.89 - $54.38 $25.8K - $31.2K
5.04K $274K
MET
Metlife Inc

Financial Services
555
+ 16.67%
$68.42 - $82.49 $38K - $45.8K
3.89K $312K
ETR
Entergy Corp

Utilities
840
+ 8.23%
$79.01 - $86.61 $66.4K - $72.8K
11K $917K
WAB
Westinghouse Air Brake Technologies Corp

Industrials
16
+ 1.14%
$160.22 - $209.35 $2.56K - $3.35K
1.42K $296K
ET
Energy Transfer LP

Energy
4.48K
+ 5.02%
$15.65 - $18.93 $70.1K - $84.8K
93.7K $1.7M
EVLV
Evolv Technologies Holdings, Inc.

Industrials
249
+ 2.08%
$2.85 - $6.24 $710 - $1.55K
12.2K $76K
USHY
Ishares Tr Broad Usd High Yiel

ETFs
818
+ 6.64%
$35.3 - $37.51 $28.9K - $30.7K
13.1K $492K
TDG
Trans Digm Group Inc

Industrials
9
+ 5.08%
$1231.75 - $1520.64 $11.1K - $13.7K
186 $282K
SPAB
Spdr Portfolio Aggregate Bond

ETFs
981
+ 0.49%
$24.98 - $25.66 $24.5K - $25.2K
201K $5.15M
WDIV
Spdr S&P Global Dividend ETF

ETFs
125
+ 2.53%
$59.84 - $71.44 $7.48K - $8.93K
5.07K $357K
IJT
Ishares S&P Small Cap 600 Grow

ETFs
115
+ 5.4%
$108.87 - $133.04 $12.5K - $15.3K
2.25K $298K
DOW
Dow Inc.

Basic Materials
5.91K
+ 40.35%
$25.81 - $34.89 $153K - $206K
20.6K $544K
FITB
Fifth Third Bancorp

Financial Services
61
+ 0.41%
$33.32 - $41.51 $2.03K - $2.53K
14.9K $612K
GLPI
Gaming & Leisure Properties, Inc.

Real Estate
1.28K
+ 19.03%
$45.92 - $50.78 $58.8K - $65K
8.01K $373K
TXN
Texas Instruments Inc

Technology
160
+ 2.27%
N/A
7.2K $1.4M
GWW
W.W. Grainger, Inc.

Industrials
16
+ 6.53%
$919.93 - $1101.66 $14.7K - $17.6K
261 $271K
BSCP
Invesco Et Seld Idxd Fd Tr Bul

ETFs
1.4K
+ 4.14%
$20.66 - $20.74 $29K - $29.1K
35.3K $730K
PMAY
Innovator Etfs Tr S&P 500 Pwr

ETFs
427
+ 6.95%
$33.11 - $37.79 $14.1K - $16.1K
6.58K $248K
AGNC
Agnc Investment Corp.

Real Estate
3.79K
+ 17.73%
$8.12 - $9.49 $30.8K - $36K
25.2K $231K
EA
Electronic Arts Inc.

Communication Services
12
+ 0.74%
$132.53 - $159.7 $1.59K - $1.92K
1.64K $262K
LAMR
Lamar Advertising CO

Real Estate
12
+ 0.38%
$102.35 - $121.67 $1.23K - $1.46K
3.2K $388K
GOF
Guggenheim Strategic Opportunities Fund

Financial Services
2.14K
+ 19.93%
$13.74 - $15.66 $29.5K - $33.6K
12.9K $192K
UL
Unilever PLC

Consumer Defensive
240
+ 3.9%
$57.9 - $65.43 $13.9K - $15.7K
6.4K $391K
MSI
Motorola Solutions, Inc.

Technology
105
+ 9.17%
$394.72 - $440.39 $41.4K - $46.2K
1.25K $525K
ADM
Archer Daniels Midland CO

Consumer Defensive
33
+ 0.77%
$41.79 - $54.16 $1.38K - $1.79K
4.34K $229K
TY
Tri Continental Corp

Financial Services
385
+ 3.41%
$27.37 - $31.84 $10.5K - $12.3K
11.7K $369K
DFSD
Dimensional ETF Tr Short Durat

ETFs
345
+ 3.19%
$47.09 - $48.01 $16.2K - $16.6K
11.2K $535K
IDA
Idacorp Inc

Utilities
227
+ 4.27%
$111.01 - $119.72 $25.2K - $27.2K
5.55K $640K
UEC
Uranium Energy Corp

Energy
15
+ 0.14%
$4.0 - $7.05 $60 - $106
11K $74K
PJAN
Innovator U.S. Equity Power Bu

ETFs
151
+ 2.92%
$38.7 - $44.05 $5.84K - $6.65K
5.33K $234K
SBUX
Starbucks Corp

Consumer Cyclical
1.52K
+ 8.2%
$79.69 - $99.41 $121K - $151K
20.1K $1.84M
MFC
Manulife Financial Corp

Financial Services
472
+ 7.17%
$26.93 - $32.44 $12.7K - $15.3K
7.06K $225K
FTHI
First Trust Exchange Traded Fd

ETFs
250
+ 1.97%
$19.66 - $22.85 $4.92K - $5.71K
12.9K $295K
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
297
+ 7.18%
$51.68 - $52.76 $15.3K - $15.7K
4.43K $233K
XYLD
Global X Fds S&P 500 Covered C

ETFs
761
+ 2.98%
$35.62 - $39.64 $27.1K - $30.2K
26.3K $1.02M
WELL
Welltower Inc.

Real Estate
77
+ 1.41%
$136.49 - $155.22 $10.5K - $12K
5.52K $849K
PCAR
Paccar Inc

Industrials
232
+ 7.03%
$86.4 - $99.09 $20K - $23K
3.53K $335K
DFAT
Dimensional ETF Tr U S Target

ETFs
36
+ 0.74%
$44.8 - $53.97 $1.61K - $1.94K
4.88K $263K
YUM
Yum Brands Inc

Consumer Cyclical
225
+ 10.95%
$138.36 - $161.45 $31.1K - $36.3K
2.28K $337K
LUMN
Lumen Technologies, Inc.

Communication Services
1.96K
+ 14.74%
$3.07 - $4.51 $6.03K - $8.85K
15.3K $66K
SYY
Sysco Corp

Consumer Defensive
74
+ 0.74%
$68.0 - $75.91 $5.03K - $5.62K
10.1K $763K
VNQ
Vanguard Specialized Funds Van

ETFs
385
+ 2.49%
$79.79 - $91.42 $30.7K - $35.2K
15.9K $1.41M
OZ
Belpointe Prep, LLC

Real Estate
49
+ 0.61%
$58.56 - $71.01 $2.87K - $3.48K
8.09K $526K
DHI
Horton D R Inc

Consumer Cyclical
21
+ 0.72%
$115.1 - $129.63 $2.42K - $2.72K
2.93K $377K
FDL
First Tr Morningstar Dividend

ETFs
756
+ 5.01%
$38.19 - $43.19 $28.9K - $32.7K
15.8K $663K
BSCT
Invesco Index Fd Tr Bulletshar

ETFs
124
+ 0.39%
$18.28 - $18.7 $2.27K - $2.32K
31.8K $594K
BSCR
Invesco Et Self Idxd Fd Tr Bul

ETFs
184
+ 0.56%
$19.49 - $19.66 $3.59K - $3.62K
33K $648K
DHR
Danaher Corp

Healthcare
119
+ 5.21%
$174.64 - $205.16 $20.8K - $24.4K
2.4K $474K
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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