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
NNN
National Retail Properties, Inc.

Real Estate
6.25K
New
$40.68 - $44.1 $254K - $276K
6.25K $266K
AGGH
Simp Exch.Tra.Fds Simplify Agg

ETFs
12.7K
New
$20.0 - $20.97 $255K - $267K
12.7K $263K
MNDY
Monday.Com Ltd.

Technology
1.36K
New
$171.46 - $309.62 $232K - $420K
1.36K $262K
IGRO
Ishares Tr International Divid

ETFs
3.21K
New
$75.97 - $80.24 $244K - $257K
3.21K $255K
KURA
Kura Oncology, Inc.

Healthcare
28.8K
New
$5.54 - $9.05 $159K - $260K
28.8K $254K
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
2.07K
New
$117.65 - $120.08 $244K - $249K
2.07K $247K
NDSN
Nordson Corp

Industrials
1.07K
New
$209.25 - $227.98 $224K - $244K
1.07K $242K
SKYY
First Trust Cloud Computing Et

ETFs
1.78K
New
$118.24 - $138.53 $210K - $246K
1.78K $238K
RY
Royal Bank Of Canada

Financial Services
1.6K
New
$128.46 - $148.6 $206K - $238K
1.6K $235K
STZ
Constellation Brands, Inc.

Consumer Defensive
1.73K
New
$131.78 - $176.09 $228K - $305K
1.73K $233K
ES
Eversource Energy

Utilities
3.22K
New
$62.86 - $71.14 $202K - $229K
3.22K $228K
BOND
Pimco Active Bond Exchange Tra

ETFs
2.43K
New
$90.83 - $93.81 $221K - $228K
2.43K $226K
AEM
Agnico Eagle Mines LTD

Basic Materials
1.34K
New
$116.14 - $168.56 $155K - $225K
1.34K $225K
NRG
Nrg Energy, Inc.

Utilities
1.39K
New
$144.77 - $173.91 $201K - $242K
1.39K $225K
EQIX
Equinix Inc

Real Estate
286
New
$756.7 - $811.13 $216K - $232K
286 $224K
HYEM
Vaneck ETF Tr Emerging Markets

ETFs
11.1K
New
$19.7 - $20.2 $219K - $225K
11.1K $223K
OKTA
Okta, Inc.

Technology
2.43K
New
$88.51 - $101.1 $215K - $246K
2.43K $222K
MDYV
Spdr S&P 400 Mid Cap Value ETF

ETFs
2.63K
New
$78.88 - $85.2 $207K - $224K
2.63K $219K
INTF
Ishares Tr

ETFs
6.11K
New
$33.72 - $36.17 $206K - $221K
6.11K $219K
TOST
Toast, Inc.

Technology
5.95K
New
$36.51 - $49.3 $217K - $293K
5.95K $217K
XSOE
Wisdomtree Tr Emerging Mkts Ex

ETFs
5.6K
New
$34.31 - $38.09 $192K - $213K
5.6K $212K
DUHP
Dimensional ETF Tr Dimensional

ETFs
5.59K
New
$35.76 - $37.93 $200K - $212K
5.59K $210K
FNDX
Schwab Fundamental U S Large C

ETFs
7.96K
New
$24.38 - $26.34 $194K - $210K
7.96K $209K
BOCT
Innovator U.S. Equity Buffer E

ETFs
4.32K
New
$45.37 - $48.42 $196K - $209K
4.32K $208K
XBOC
Innovator Etfs Tr Us Equity Ac

ETFs
6.26K
New
$31.78 - $32.8 $199K - $205K
6.26K $205K
MFDX
Pimco Rafi Dynamic Multi Facto

ETFs
5.46K
New
$34.97 - $37.43 $191K - $205K
5.46K $203K
CDAY
Ceridian Hcm Holding Inc.

Technology
3.12K
New
N/A
3.12K $201K
CEF
Sprott Physical Gold & Silver Trust

Financial Services
5.47K
New
$30.06 - $36.69 $164K - $201K
5.47K $200K
HQY
Healthequity, Inc.

Healthcare
2.11K
New
$87.42 - $103.12 $185K - $218K
2.11K $200K
XBJA
Innovator Etfs Tr Us Equity Ac

ETFs
6.41K
New
$30.16 - $31.29 $193K - $201K
6.41K $200K
CDE
Coeur Mining, Inc.

Basic Materials
10.5K
New
$8.68 - $18.76 $91.6K - $198K
10.5K $197K
TLRY
Tilray Brands, Inc.

Healthcare
104K
New
$0.42 - $1.85 $43.8K - $193K
104K $180K
RIVN
Rivian Automotive, Inc.

Consumer Cyclical
11.8K
New
$11.64 - $15.79 $137K - $186K
11.8K $173K
AG
First Majestic Silver Corp

Basic Materials
12.5K
New
$7.83 - $12.41 $97.9K - $155K
12.5K $153K
PATH
Ui Path, Inc.

Technology
11.2K
New
$10.44 - $13.38 $117K - $150K
11.2K $149K
BRCC
Brc Inc.

Consumer Defensive
91.2K
New
$1.29 - $2.03 $118K - $185K
91.2K $142K
LPL
Lg Display Co., Ltd.

Technology
25K
New
$3.31 - $5.23 $82.8K - $131K
25K $130K
BBDC
Barings Bdc, Inc.

Financial Services
12.3K
New
$8.76 - $9.9 $108K - $122K
12.3K $107K
Zacks Trust
7.21K
New
N/A
7.21K $0
Tidal Trust I
215K
New
N/A
215K $0
Strategy Shs
7.64K
New
N/A
7.64K $0
Strategy Shs
12.4K
New
N/A
12.4K $0
Webull Corp
21.3K
New
N/A
21.3K $0
BUCK
Simplify Exchange Traded Fds S
10.1K
New
N/A
10.1K $0
Circle Internet Group Inc
2.63K
New
N/A
2.63K $0
Innovator Etfs Trust
7.53K
New
N/A
7.53K $0
Volatility Shs Tr
3.57K
New
N/A
3.57K $0
SMOT
Vaneck ETF Tr Morningstar Smid
6.77K
New
N/A
6.77K $0
Global X Fds
4.73K
New
N/A
4.73K $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
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