Foundations Investment Advisors, LLC New Holdings in Q3 2025

Foundations Investment Advisors, LLC

  • $6.26 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
DBEF
Xtrackers Msci Eafe Hedged Equ

ETFs
10.9K
New
$43.65 - $46.42 $474K - $504K
10.9K $504K
IVZ
Invesco Ltd.

Financial Services
21.9K
New
$16.17 - $23.0 $354K - $504K
21.9K $502K
FICS
First Tr Exchange Traded Fd Vi

ETFs
12.9K
New
$37.37 - $39.97 $481K - $514K
12.9K $490K
APH
Amphenol Corp

Technology
3.91K
New
$97.39 - $125.4 $381K - $490K
3.91K $483K
XDSQ
Innovator Etfs Tr Us Equity Ac
12.1K
New
$37.5 - $39.86 $453K - $482K
12.1K $481K
UMAY
Innovator U.S. Equity Ultra Bu

ETFs
13.1K
New
$34.91 - $35.87 $456K - $468K
13.1K $468K
RECS
Columbia ETF Tr I

ETFs
11.2K
New
$36.82 - $40.35 $414K - $453K
11.2K $453K
SDS
Proshares Tr Ultrashort S&P 50

ETFs
31.4K
New
$14.45 - $16.7 $453K - $524K
31.4K $453K
MKL
Markel Corp

Financial Services
232
New
$1898.34 - $2031.8 $440K - $471K
232 $443K
BNS
Bank Of Nova Scotia

Financial Services
6.82K
New
$54.5 - $64.93 $372K - $443K
6.82K $440K
XDQQ
Innovator Etfs Tr Growth Accel
11.6K
New
$34.77 - $37.81 $405K - $440K
11.6K $440K
EWG
Ishares Msci Germany ETF

ETFs
10.5K
New
$40.75 - $43.26 $430K - $456K
10.5K $438K
UNOV
Earth Science Tech, Inc.

ETFs
11.7K
New
$36.04 - $37.48 $421K - $438K
11.7K $437K
CPRT
Copart Inc

Consumer Cyclical
9.6K
New
$44.6 - $49.97 $428K - $480K
9.6K $431K
UITB
Usaa ETF Tr Core Intermediate

ETFs
8.61K
New
$46.38 - $47.74 $400K - $411K
8.61K $409K
BEN
Franklin Resources Inc

Financial Services
17.7K
New
$23.13 - $26.03 $408K - $460K
17.7K $408K
UFEB
Innovator U.S. Equity Ultra Bu

ETFs
11.3K
New
$34.26 - $35.77 $387K - $404K
11.3K $404K
UJUN
Innovator U.S. Equity Ultra Bu

ETFs
10.9K
New
$35.56 - $36.69 $386K - $398K
10.9K $398K
XEMD
Bondbloxx ETF Tr Jp Morgan Usd

ETFs
9.03K
New
$42.8 - $44.0 $386K - $397K
9.03K $394K
VGK
Vanguard Ftse Europe ETF Ftse

ETFs
4.88K
New
$75.26 - $80.19 $367K - $391K
4.88K $389K
DFNM
Dimensional ETF Tr Natl Mun Bd

ETFs
8.1K
New
$47.18 - $48.17 $382K - $390K
8.1K $388K
BKH
Black Hills Corp

Utilities
6.3K
New
$55.87 - $61.62 $352K - $388K
6.3K $387K
STWD
Starwood Property Trust, Inc.

Real Estate
19.8K
New
$19.37 - $20.97 $384K - $415K
19.8K $383K
ONEQ
Fidelity Nasdaq Composite Inde

ETFs
4.2K
New
$79.52 - $89.63 $334K - $377K
4.2K $374K
ARES
Ares Management Corp

Financial Services
2.33K
New
$159.89 - $192.76 $372K - $449K
2.33K $372K
UVV
Universal Corp

Consumer Defensive
6.6K
New
$51.66 - $58.83 $341K - $388K
6.6K $368K
IBTF
Ishares Tr Ibonds Dec 2025 Ter

ETFs
15.6K
New
$23.29 - $23.38 $364K - $366K
15.6K $365K
BBAI
Big Bear.Ai Holdings, Inc.

Technology
52.6K
New
$4.73 - $8.22 $249K - $432K
52.6K $343K
BSJT
Invesco Self Indexed Fd Tr Bul

ETFs
15.9K
New
$21.35 - $21.7 $339K - $344K
15.9K $342K
KLAC
Kla Corp

Technology
315
New
$843.9 - $1078.6 $266K - $340K
315 $339K
FTNT
Fortinet, Inc.

Technology
3.93K
New
$74.39 - $107.65 $292K - $423K
3.93K $330K
PPA
Invesco Exchange Traded Fd Tr

ETFs
2.12K
New
$139.82 - $155.45 $296K - $329K
2.12K $328K
BBUS
J P Morgan Exchg Traded Fd

ETFs
2.7K
New
$111.77 - $121.28 $302K - $328K
2.7K $326K
GLW
Corning Inc

Technology
3.99K
New
$51.6 - $82.03 $206K - $327K
3.99K $326K
EXEL
Exelixis, Inc.

Healthcare
7.79K
New
$36.22 - $46.25 $282K - $360K
7.79K $321K
SCHH
Schwab Strategic U.S. Reit ETF

ETFs
14.7K
New
$20.76 - $21.78 $306K - $321K
14.7K $317K
ACIO
ETF Ser Solutions Aptus Collar

ETFs
7.25K
New
$41.26 - $43.63 $299K - $316K
7.25K $314K
FNDF
Schwab Fundamental Intl Large

ETFs
7.12K
New
$39.84 - $43.15 $284K - $307K
7.12K $305K
NEM
Newmont Corp

Basic Materials
3.62K
New
$57.35 - $85.25 $208K - $309K
3.62K $305K
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
6.43K
New
$42.26 - $47.16 $272K - $303K
6.43K $297K
WU
Western Union CO

Financial Services
37.2K
New
$7.88 - $8.84 $293K - $329K
37.2K $297K
VEU
Vanguard Ftse All World Ex Us

ETFs
4.08K
New
$66.38 - $71.68 $271K - $293K
4.08K $291K
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
3.22K
New
$79.39 - $90.39 $255K - $291K
3.22K $285K
PFG
Principal Financial Group Inc

Financial Services
3.36K
New
$75.53 - $82.95 $253K - $278K
3.36K $278K
AVIG
American Centy ETF Tr Avantis

ETFs
6.43K
New
$41.02 - $42.32 $264K - $272K
6.43K $270K
JEF
Jefferies Financial Group Inc.

Financial Services
4.1K
New
$54.67 - $70.36 $224K - $288K
4.1K $268K
BJUL
Innovator U.S. Equity Buffer E

ETFs
5.4K
New
$47.14 - $49.66 $255K - $268K
5.4K $268K
AIRR
First Tr Vi Rba Amern Indl Ren

ETFs
2.77K
New
$82.22 - $96.68 $228K - $268K
2.77K $267K
XBAP
Innovator ETF Tr Us Equity Acc
7.07K
New
$36.72 - $37.86 $260K - $268K
7.07K $267K
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