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
SPMD
Spdr Portfolio

ETFs
409
+ 8.11%
$54.43 - $58.29 $22.3K - $23.8K
5.45K $311K
BSX
Boston Scientific Corp

Healthcare
789
+ 18.88%
$97.03 - $108.14 $76.6K - $85.3K
4.97K $484K
LVHI
Franklin International Low Vol

ETFs
550
+ 7.01%
$32.69 - $35.19 $18K - $19.4K
8.4K $291K
VXF
Vanguard Extended Market ETF

ETFs
15
+ 0.8%
$193.58 - $213.07 $2.9K - $3.2K
1.89K $394K
PCG
Pg&E Corp

Utilities
869
+ 4.94%
$13.0 - $15.73 $11.3K - $13.7K
18.5K $278K
TY
Tri Continental Corp

Financial Services
91
+ 0.78%
$31.7 - $34.11 $2.88K - $3.1K
11.8K $400K
JCI
Johnson Controls International PLC

Industrials
174
+ 6.14%
$103.24 - $111.73 $18K - $19.4K
3.01K $330K
POOL
Pool Corp

Industrials
6
+ 0.41%
$292.13 - $333.62 $1.75K - $2K
1.49K $461K
HTGC
Hercules Capital, Inc.

Financial Services
732
+ 2.91%
$18.34 - $19.53 $13.4K - $14.3K
25.9K $489K
PFXF
Vaneck ETF Tr Preferred Securi

ETFs
1.04K
+ 7.73%
$17.13 - $17.98 $17.8K - $18.7K
14.5K $257K
BR
Broadridge Financial Solutions, Inc.

Technology
137
+ 10.84%
$233.75 - $266.89 $32K - $36.6K
1.4K $333K
SPFF
Global X Superincome Preferred

ETFs
1.94K
+ 7.47%
$8.98 - $9.52 $17.4K - $18.4K
27.9K $257K
PFFD
Global X Fds U S Pfd ETF (De)

ETFs
689
+ 4.42%
$18.82 - $19.8 $13K - $13.6K
16.3K $316K
GLPI
Gaming & Leisure Properties, Inc.

Real Estate
504
+ 6.29%
$45.54 - $48.43 $23K - $24.4K
8.51K $396K
PCAR
Paccar Inc

Industrials
108
+ 3.06%
$92.91 - $102.86 $10K - $11.1K
3.64K $357K
DON
Wisdomtree Tr U.S. Midcap Divi

ETFs
167
+ 3.05%
$50.02 - $53.28 $8.35K - $8.9K
5.64K $294K
PFLD
ETF Ser Solutions Aam Low Dura

ETFs
894
+ 7.94%
$19.5 - $19.83 $17.4K - $17.7K
12.1K $239K
COKE
Coca Cola Consolidated, Inc.

Consumer Defensive
50
+ 2.21%
$109.55 - $124.15 $5.48K - $6.21K
2.31K $270K
PFF
Ishares Trust Ishares Pfd And

ETFs
188
+ 1.56%
$30.67 - $32.13 $5.77K - $6.04K
12.3K $387K
ICE
Intercontinental Exchange, Inc.

Financial Services
261
+ 14.5%
$167.28 - $188.45 $43.7K - $49.2K
2.06K $347K
PGX
Invesco ETF Tr Ii Pfd ETF

ETFs
256
+ 1.0%
$11.15 - $11.87 $2.85K - $3.04K
25.8K $299K
BSCP
Invesco Et Seld Idxd Fd Tr Bul

ETFs
636
+ 1.8%
$20.66 - $20.74 $13.1K - $13.2K
36K $744K
PMAY
Innovator Etfs Tr S&P 500 Pwr

ETFs
139
+ 2.11%
$37.73 - $38.9 $5.24K - $5.41K
6.71K $261K
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
211
+ 4.76%
$52.39 - $53.11 $11.1K - $11.2K
4.64K $246K
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
38
+ 2.36%
$136.48 - $142.97 $5.19K - $5.43K
1.65K $230K
BXSL
Blackstone Secured Lending Fund

Financial Services
1.96K
+ 23.28%
$26.07 - $32.55 $51.1K - $63.9K
10.4K $270K
SPYD
Spdr Portfolio S&P 500 High Di

ETFs
17
+ 0.33%
$42.43 - $45.05 $721 - $766
5.1K $224K
PFLT
Pennant Park Floating Rate Capital Ltd.

Financial Services
3K
+ 18.03%
$8.89 - $10.82 $26.7K - $32.5K
19.7K $174K
PGR
Progressive Corp

Financial Services
109
+ 8.5%
$238.61 - $264.3 $26K - $28.8K
1.39K $343K
EMN
Eastman Chemical CO

Basic Materials
575
+ 19.15%
$58.79 - $81.56 $33.8K - $46.9K
3.58K $225K
AWK
American Water Works Company, Inc.

Utilities
5
+ 0.31%
$135.05 - $147.0 $675 - $735
1.62K $226K
USEP
Innovator U.S. Equity Ultra Bu
10.7K
+ 170.37%
N/A
17K $0
AFLG
First Tr Exchange Traded Fd Vi
1.13K
+ 4.63%
N/A
25.4K $0
AZBO
Aim ETF Prods Tr Allianzim Us

ETFs
5.35K
+ 73.42%
N/A
12.6K $0
CLTL
Invesco ETF Tr Ii Treas Collat

ETFs
1.58K
+ 14.92%
N/A
12.2K $0
SFLR
Innovator Etfs Tr Equity Manag
9.5K
+ 28.78%
N/A
42.5K $0
Innovator Etfs Trust
268
+ 1.41%
N/A
19.2K $0
Invesco Actively Managed Exc
298
+ 4.44%
N/A
7.01K $0
BAUG
Innovator U.S. Equity Buffer E
7.74K
+ 73.15%
N/A
18.3K $0
Ishares Bitcoin Trust ETF
90.4K
+ 23.93%
N/A
468K $0
PSEP
Innovator U.S. Equity Power Bu
7.16K
+ 29.91%
N/A
31.1K $0
Annaly Capital Management In
353
+ 2.92%
N/A
12.5K $0
FSCO
Fs Cr Opportunities Corp Com
16.7K
+ 54.34%
N/A
47.4K $0
PNOV
Innovator U.S. Equity Power Bu
837
+ 2.23%
N/A
38.3K $0
Ftai Aviation LTD
76
+ 3.51%
N/A
2.24K $0
Innovator Etfs Trust
17.5K
+ 12.09%
N/A
162K $0
First Tr Exchng Traded Fd Vi
5.37K
+ 17.08%
N/A
36.8K $0
Vanguard Malvern Fds
12.5K
+ 6.66%
N/A
200K $0
First Tr Exchng Traded Fd Vi
494
+ 7.46%
N/A
7.12K $0
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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