Foundations Investment Advisors, LLC Reduced Holdings in Q2 2025

Foundations Investment Advisors, LLC

  • $5.88 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
IVV
Ishares Core S&P 500 ETF

ETFs
-173K
- 65.96%
$498.8 - $620.9 $86.4M - $108M
89.4K $55.5M
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
-673K
- 95.33%
$50.08 - $63.14 $33.7M - $42.5M
33K $2.08M
HEFA
Ishares Currency Hedged Msci E

ETFs
-568K
- 88.05%
$32.11 - $38.21 $18.2M - $21.7M
77K $2.92M
TDSC
Exchange Listed Fds Tr Cabana

ETFs
-489K
- 11.8%
$22.02 - $25.06 $10.8M - $12.3M
3.66M $88.5M
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
-217K
- 94.3%
$59.24 - $71.39 $12.9M - $15.5M
13.1K $936K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
-499K
- 77.61%
$24.32 - $27.87 $12.1M - $13.9M
144K $3.82M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-121K
- 76.19%
$96.84 - $99.46 $11.7M - $12M
37.8K $3.75M
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
-150K
- 97.76%
$68.13 - $74.77 $10.2M - $11.2M
3.45K $250K
IWF
Ishares Russell 1000 Gr ETF

ETFs
-31.9K
- 77.16%
$320.42 - $424.58 $10.2M - $13.5M
9.44K $4.01M
FLRT
Pacer Fds Tr Pacific Asset Flt

ETFs
-149K
- 15.65%
$45.89 - $47.6 $6.83M - $7.08M
801K $38.1M
TDSB
Exchange Listed Fds Tr Cabana

ETFs
-285K
- 12.13%
$20.93 - $22.32 $5.96M - $6.35M
2.06M $45.9M
GLD
Spdr Gold Trust

ETFs
-33.8K
- 12.49%
$273.71 - $316.29 $9.26M - $10.7M
237K $72.2M
BKLN
Invesco ETF Tr Ii Sr Ln ETF

ETFs
-231K
- 31.12%
$20.12 - $21.0 $4.66M - $4.86M
512K $10.7M
HYDB
Ishares Tr Edge High Yield Def

ETFs
-89K
- 61.72%
$44.64 - $47.48 $3.97M - $4.22M
55.2K $2.62M
MDYG
Spdr S&P 400 Mid Cap Growth Et

ETFs
-57.6K
- 40.9%
$70.44 - $86.87 $4.06M - $5.01M
83.3K $7.23M
XOM
Exxon Mobil Corp

Energy
-14.7K
- 7.46%
$99.93 - $119.04 $1.47M - $1.75M
182K $19.6M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-27.5K
- 47.7%
$114.78 - $133.31 $3.15M - $3.66M
30.1K $4.01M
IWM
Ishares Russell 2000 ETF

ETFs
-16.9K
- 51.21%
$174.82 - $215.79 $2.95M - $3.64M
16.1K $3.47M
UUP
Invesco Db Us Dollar Index Bullish Fund

ETFs
-104K
- 84.46%
$26.88 - $28.57 $2.79M - $2.97M
19.1K $513K
XLK
Technology Sector Spdr

ETFs
-27.7K
- 31.39%
$179.73 - $253.23 $4.98M - $7.01M
60.5K $15.3M
VIG
Vanguard Dividend Appreciation

ETFs
-15.8K
- 57.91%
N/A
11.5K $2.09M
TJX
Tjx Companies Inc

Consumer Cyclical
-23.1K
- 81.37%
$119.13 - $135.03 $2.75M - $3.12M
5.3K $654K
XLG
Invesco Exchange Traded Fd Tr

ETFs
-62.9K
- 77.68%
$40.94 - $52.1 $2.58M - $3.28M
18.1K $942K
XLV
Select Sector Spdr Fund Health

ETFs
-15.2K
- 33.85%
$128.77 - $144.3 $1.96M - $2.19M
29.7K $4M
MMM
3 M CO

Industrials
-17.3K
- 75.45%
$126.09 - $154.15 $2.18M - $2.67M
5.63K $856K
PSA
Public Storage

Real Estate
-8.24K
- 76.29%
$266.31 - $309.77 $2.19M - $2.55M
2.56K $751K
MGV
Vanguard Mega Cap Value

ETFs
-18.2K
- 89.78%
$114.87 - $131.25 $2.09M - $2.38M
2.07K $271K
AFIF
Two Rds Shared Tr

ETFs
-260K
- 19.08%
$9.07 - $9.31 $2.36M - $2.42M
1.1M $10.3M
VOE
Vanguard Mid Cap Value Index F

ETFs
-13.8K
- 86.01%
$141.87 - $164.49 $1.96M - $2.27M
2.25K $369K
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
-43.5K
- 73.05%
$49.57 - $50.27 $2.16M - $2.19M
16.1K $807K
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
-41.3K
- 33.15%
$50.36 - $50.68 $2.08M - $2.09M
83.3K $4.22M
VBR
Vanguard Small Cap Value ETF

ETFs
-11.1K
- 86.04%
$162.76 - $195.77 $1.81M - $2.18M
1.81K $352K
CHDN
Churchill Downs Inc

Consumer Cyclical
-10.8K
- 24.43%
$87.99 - $111.79 $953K - $1.21M
33.5K $3.38M
MARA
Marathon Digital Holdings, Inc.

Financial Services
-67.5K
- 64.19%
N/A
37.6K $848K
ADFI
Two Rds Shared Tr Anfield Dyna

ETFs
-186K
- 3.47%
$8.32 - $8.55 $1.55M - $1.59M
5.19M $44.2M
XLF
Financial Sector Spdr

ETFs
-36.7K
- 21.24%
$43.92 - $52.37 $1.61M - $1.92M
136K $7.13M
SGOL
Abrdn Gold ETF Trust

ETFs
-51.3K
- 42.19%
$28.39 - $32.75 $1.46M - $1.68M
70.3K $2.22M
ITOT
Ishares Core S&P Total U.S. St

ETFs
-15.5K
- 24.51%
$108.12 - $135.04 $1.67M - $2.09M
47.6K $6.43M
XLE
Energy Sector Spdr

ETFs
-11.2K
- 56.75%
$76.44 - $94.13 $854K - $1.05M
8.51K $721K
SIVR
Abrdn Silver ETF Trust

ETFs
-38.5K
- 34.41%
$28.36 - $35.37 $1.09M - $1.36M
73.5K $2.53M
ANGL
Vaneck ETF Tr Fallen Angel Hig

ETFs
-38.1K
- 79.6%
$27.29 - $29.28 $1.04M - $1.12M
9.76K $285K
ARCC
Ares Capital Corp

Financial Services
-45.6K
- 14.74%
$18.91 - $22.43 $862K - $1.02M
264K $5.79M
RPHS
Two Rds Shared Tr Regents Pk H

ETFs
-391K
- 8.66%
$9.38 - $10.43 $3.67M - $4.08M
4.12M $43M
FTC
First Tr Lge Cap Growth

ETFs
-7.02K
- 79.23%
$116.97 - $150.97 $821K - $1.06M
1.84K $277K
BIZD
Vaneck Vectors ETF Tr Bdc Inco

ETFs
-41.3K
- 11.92%
$13.96 - $16.51 $577K - $682K
305K $4.97M
JBBB
Janus Detroit Str Tr Henderson

ETFs
-15.1K
- 12.91%
$46.79 - $48.56 $706K - $732K
102K $4.91M
LQDH
Ishares U S ETF Tr Int Rate He

ETFs
-8.32K
- 13.26%
$88.49 - $92.4 $736K - $768K
54.4K $5.02M
ARDC
Ares Dynamic Credit Allocation Fund, Inc.

Financial Services
-56.1K
- 13.72%
$12.34 - $14.3 $692K - $802K
353K $5.01M
SEIX
Virtus ETF Tr Ii Seix Sr Ln Et

ETFs
-31.5K
- 13.1%
$23.03 - $23.59 $725K - $742K
209K $4.92M
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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