Foundations Investment Advisors, LLC New Holdings in Q2 2025

Foundations Investment Advisors, LLC

  • $5.88 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
IAGG
Ishares Tr Core Intl Aggregate

ETFs
566K
New
$50.09 - $51.09 $28.4M - $28.9M
566K $28.9M
EXR
Extra Space Storage Inc.

Real Estate
20.3K
New
$126.61 - $152.99 $2.56M - $3.1M
20.3K $2.99M
TROW
Price T Rowe Group Inc

Financial Services
30.8K
New
$80.27 - $98.06 $2.47M - $3.02M
30.8K $2.97M
IJS
Ishares S&P Smallcap 600 Value

ETFs
26.8K
New
$83.54 - $100.04 $2.24M - $2.68M
26.8K $2.66M
IBND
Spdr Bloomberg International C

ETFs
74.6K
New
$29.46 - $32.59 $2.2M - $2.43M
74.6K $2.43M
SMR
Nuscale Power Corp

Industrials
34.1K
New
$12.6 - $43.24 $429K - $1.47M
34.1K $1.35M
VT
Vanguard Total World Stk Index

ETFs
9.33K
New
$103.16 - $128.52 $963K - $1.2M
9.33K $1.2M
TSLX
Sixth Street Specialty Lending, Inc.

Financial Services
42.1K
New
$19.16 - $23.81 $807K - $1M
42.1K $1M
FNOV
First Tr ETF Viii Ft Cboe Vest

ETFs
18.3K
New
$42.85 - $50.11 $786K - $919K
18.3K $919K
FDEC
First Tr Ex Tr Fd Viii Ft Cboe

ETFs
19.7K
New
$39.93 - $46.67 $787K - $920K
19.7K $919K
IYZ
Ishares Tr Us Telecommunicatio

ETFs
28.8K
New
$24.53 - $29.78 $705K - $856K
28.8K $856K
IYF
Ishares Tr

ETFs
6.67K
New
$99.23 - $120.99 $662K - $807K
6.67K $807K
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
5.85K
New
$104.23 - $134.39 $609K - $786K
5.85K $785K
CGDV
Capital Group Divid Value ETF

ETFs
18.7K
New
$31.93 - $39.49 $597K - $738K
18.7K $737K
IWC
Russell Micro Cap ETF

ETFs
5.22K
New
$97.43 - $127.66 $508K - $666K
5.22K $665K
BSCV
Invesco ETF Self Indexed Fd Tr
39.9K
New
$15.97 - $16.53 $638K - $660K
39.9K $660K
BALL
Ball Corp

Consumer Cyclical
11.5K
New
$44.94 - $56.99 $519K - $658K
11.5K $647K
DIVB
Ishares Tr U S Divid & Buyback

ETFs
12.5K
New
$42.56 - $50.32 $532K - $629K
12.5K $629K
NOCT
Innovator Growth 100 Power Buf

ETFs
11K
New
$46.13 - $54.5 $507K - $598K
11K $598K
FAPR
First Ex Tr Fd Viii Ft Cboe Ve

ETFs
13.8K
New
$37.32 - $42.19 $517K - $584K
13.8K $583K
DASH
Door Dash, Inc.

Communication Services
2.36K
New
$163.16 - $246.51 $385K - $582K
2.36K $581K
LRGF
Ishares Tr

ETFs
8.39K
New
$51.37 - $64.13 $431K - $538K
8.39K $538K
PPC
Pilgrims Pride Corp

Consumer Defensive
11K
New
$44.55 - $56.26 $492K - $621K
11K $496K
PAVE
Global X Fds Us Infrastructure

ETFs
10.5K
New
$33.78 - $43.68 $354K - $458K
10.5K $457K
VFMF
Vanguard Wellington Fd Us Mult

ETFs
3.3K
New
$111.3 - $134.5 $368K - $444K
3.3K $444K
STX
Seagate Technology Holdings PLC

Technology
3.02K
New
$66.54 - $144.33 $201K - $436K
3.02K $436K
FSEP
First Tr ETF Viii Cboe Vest Us

ETFs
9.07K
New
$41.22 - $48.01 $374K - $435K
9.07K $435K
HIMS
Hims & Hers Health, Inc.

Consumer Defensive
8.16K
New
$25.35 - $64.65 $207K - $527K
8.16K $406K
EPAM
Epam Systems, Inc.

Technology
2.17K
New
N/A
2.17K $403K
HPE
Hewlett Packard Enterprise CO

Technology
19.6K
New
$12.51 - $20.45 $246K - $402K
19.6K $401K
PKW
Invesco Exchange Traded Fd Tr

ETFs
3.23K
New
$98.58 - $123.6 $319K - $399K
3.23K $399K
AMPX
Amprius Technologies, Inc.

Industrials
92.4K
New
$2.07 - $4.27 $191K - $395K
92.4K $389K
FXL
First Tr Exchange Traded Fd Fi

ETFs
2.44K
New
$115.28 - $157.36 $282K - $385K
2.44K $384K
LNT
Alliant Energy Corp

Utilities
6.26K
New
$58.79 - $64.85 $368K - $406K
6.26K $378K
FOCT
First Tr Ex Trad Fd Viii Cboe

ETFs
8.31K
New
$38.29 - $44.77 $318K - $372K
8.31K $372K
PFF
Ishares Trust Ishares Pfd And

ETFs
12.1K
New
$29.0 - $30.68 $350K - $370K
12.1K $370K
ARE
Alexandria Real Estate Equities, Inc.

Real Estate
4.93K
New
$67.83 - $92.33 $334K - $455K
4.93K $357K
TMDX
Trans Medics Group, Inc.

Healthcare
2.56K
New
$67.67 - $143.04 $173K - $367K
2.56K $343K
ICE
Intercontinental Exchange, Inc.

Financial Services
1.8K
New
$151.62 - $183.47 $273K - $330K
1.8K $330K
ASTS
Ast Space Mobile, Inc.

Communication Services
7.02K
New
$20.07 - $51.83 $141K - $364K
7.02K $328K
URA
Global X Uranium ETF

ETFs
8.44K
New
$20.26 - $38.81 $171K - $328K
8.44K $327K
RIO
Rio Tinto PLC

Basic Materials
5.52K
New
$52.32 - $62.75 $289K - $347K
5.52K $322K
TSCO
Tractor Supply CO

Consumer Cyclical
6.11K
New
$47.86 - $55.77 $292K - $341K
6.11K $322K
IXUS
Ishares Tr

ETFs
4.05K
New
$62.37 - $77.63 $253K - $315K
4.05K $313K
FPE
First Tr Pfd Secs & Income ETF

ETFs
17.6K
New
$16.93 - $17.81 $298K - $313K
17.6K $313K
DELL
Dell Technologies Inc.

Technology
2.55K
New
$71.63 - $125.98 $183K - $321K
2.55K $312K
XPND
First Tr Exchange Traded Fd Vi
9.04K
New
$25.1 - $33.68 $227K - $304K
9.04K $304K
FMAY
First Tr Exch Tr Fd Viii Cboe

Technology
6.09K
New
$42.44 - $50.03 $259K - $305K
6.09K $304K
JCI
Johnson Controls International PLC

Industrials
2.83K
New
$71.14 - $105.62 $202K - $299K
2.83K $299K
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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