Foundations Investment Advisors, LLC Reduced Holdings in Q3 2025

Foundations Investment Advisors, LLC

  • $6.26 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
SPY
Spdr S&P 500 ETF Trust

ETFs
-129K
- 44.25%
$617.65 - $666.84 $79.7M - $86M
163K $108M
VOX
Vanguard Communication Service

ETFs
-386K
- 96.1%
$169.0 - $192.17 $65.3M - $74.2M
15.7K $2.95M
EFG
Msci Eafe Growth ETF

ETFs
-497K
- 83.17%
$106.99 - $114.46 $53.2M - $56.9M
101K $11.5M
IYW
Ishares Dj Us Tech ETF

ETFs
-290K
- 92.29%
$171.38 - $197.01 $49.7M - $57.1M
24.2K $4.75M
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
-593K
- 95.47%
$55.15 - $58.11 $32.7M - $34.5M
28.1K $1.62M
ARKW
Ark Next Generation Internet E

ETFs
-202K
- 53.13%
$144.46 - $174.76 $29.2M - $35.4M
179K $31.2M
ISRG
Intuitive Surgical Inc

Healthcare
-37.9K
- 93.31%
$433.66 - $544.47 $16.4M - $20.6M
2.72K $1.21M
XMMO
Invesco Exchange Traded Fd Tr

ETFs
-158K
- 96.73%
$128.6 - $136.01 $20.3M - $21.5M
5.35K $724K
IYC
Ishares U.S. Consumer Discreti

ETFs
-192K
- 96.22%
$98.12 - $105.85 $18.9M - $20.4M
7.55K $791K
QQQ
Invesco Qqq Trust, Series 1

ETFs
-44.4K
- 27.5%
$546.99 - $602.2 $24.3M - $26.8M
117K $70.4M
MTUM
Ishares Msci Usa Momentum Fact

ETFs
-76.7K
- 22.97%
$236.25 - $257.69 $18.1M - $19.8M
257K $65.9M
SHY
Ishares Barclays 1 3 Year Trea

ETFs
-172K
- 52.07%
$82.38 - $83.0 $14.2M - $14.3M
159K $13.2M
JEPI
J P Morgan Exchange Traded Fd

ETFs
-244K
- 72.53%
$55.61 - $57.37 $13.6M - $14M
92.5K $5.28M
FBND
Fidelity Merrimack Str Tr Tota

ETFs
-296K
- 92.32%
$45.26 - $46.63 $13.4M - $13.8M
24.7K $1.14M
TLT
Ishares Barclays 20+ Year Trea

ETFs
-155K
- 58.75%
$85.01 - $90.35 $13.1M - $14M
109K $9.7M
UNH
Unitedhealth Group Inc

Healthcare
-43.7K
- 71.57%
$237.77 - $353.61 $10.4M - $15.4M
17.4K $5.99M
APO
Apollo Global Management, Inc.

Financial Services
-82.1K
- 96.99%
$131.55 - $156.05 $10.8M - $12.8M
2.55K $339K
VDC
Vanguard Consumer Staples ETF

ETFs
-44.3K
- 43.55%
$212.64 - $225.25 $9.41M - $9.97M
57.4K $12.3M
KMI
Kinder Morgan, Inc.

Energy
-311K
- 86.13%
$26.23 - $28.5 $8.15M - $8.86M
50K $1.42M
KO
Coca Cola CO

Consumer Defensive
-121K
- 57.82%
$65.67 - $71.67 $7.95M - $8.68M
88.3K $5.86M
IYG
Ishares Tr

ETFs
-120K
- 23.68%
$85.16 - $90.57 $10.2M - $10.8M
386K $34.6M
IEF
Ishares Barclays

ETFs
-90.6K
- 52.59%
$93.91 - $97.26 $8.51M - $8.81M
81.7K $7.88M
VTI
Vanguard Total Stock Market Et

ETFs
-35.8K
- 27.32%
$303.93 - $329.86 $10.9M - $11.8M
95.3K $31.3M
TDSC
Exchange Listed Fds Tr Cabana

ETFs
-462K
- 12.63%
$24.04 - $25.31 $11.1M - $11.7M
3.2M $80.6M
MDYG
Spdr S&P 400 Mid Cap Growth Et

ETFs
-76.9K
- 92.35%
$87.07 - $93.06 $6.69M - $7.16M
6.37K $582K
XLY
Select Sector Spdr Consumer Di

ETFs
-38.1K
- 28.69%
$216.09 - $242.18 $8.22M - $9.22M
94.6K $22.7M
DFAU
Dimensional ETF Tr

ETFs
-144K
- 78.79%
$42.42 - $45.96 $6.11M - $6.62M
38.8K $1.77M
IVV
Ishares Core S&P 500 ETF

ETFs
-15.1K
- 16.93%
$620.67 - $670.08 $9.39M - $10.1M
74.3K $49.7M
WMT
Walmart Inc.

Consumer Defensive
-63.9K
- 39.74%
$94.4 - $104.27 $6.03M - $6.66M
96.9K $9.98M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
-82.3K
- 81.42%
$68.24 - $73.73 $5.61M - $6.07M
18.8K $1.38M
VCR
Vanguard Consumer Discretionar

ETFs
-18.8K
- 24.19%
$359.61 - $401.35 $6.76M - $7.55M
58.9K $23.3M
SPAB
Spdr Portfolio Aggregate Bond

ETFs
-188K
- 93.38%
$25.21 - $25.99 $4.73M - $4.88M
13.3K $344K
TQQQ
Proshares Ultrapro Qqq

ETFs
-58.8K
- 88.89%
$80.89 - $104.72 $4.76M - $6.16M
7.35K $760K
FLRT
Pacer Fds Tr Pacific Asset Flt

ETFs
-85.8K
- 10.7%
$47.36 - $47.65 $4.06M - $4.09M
716K $33.9M
TDSB
Exchange Listed Fds Tr Cabana

ETFs
-255K
- 12.35%
$22.19 - $23.33 $5.65M - $5.94M
1.81M $42.2M
DFAS
Dimensional ETF Tr U S Small C

ETFs
-58.8K
- 88.55%
$63.41 - $69.69 $3.73M - $4.1M
7.61K $520K
STOT
Spdr Doubleline Short Duration

ETFs
-70.8K
- 18.1%
$47.11 - $47.46 $3.34M - $3.36M
320K $15.2M
PM
Philip Morris International Inc.

Consumer Defensive
-11.6K
- 19.6%
$157.77 - $183.27 $1.84M - $2.13M
47.8K $7.75M
XLU
Utilities Sector Spdr

ETFs
-36.5K
- 81.07%
$81.14 - $87.32 $2.97M - $3.19M
8.54K $744K
VGIT
Vanguard Intermediate Term Tre

ETFs
-49.8K
- 12.69%
$58.97 - $60.36 $2.93M - $3M
342K $20.5M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
-50.9K
- 61.09%
$50.47 - $50.74 $2.57M - $2.58M
32.4K $1.65M
SPTS
Spdr Portfolio Short Term Trea

ETFs
-77.5K
- 44.18%
$29.12 - $29.34 $2.26M - $2.27M
97.9K $2.87M
FTCS
First Trust Capital Strength E

ETFs
-25.9K
- 44.08%
$89.72 - $93.74 $2.32M - $2.42M
32.8K $3.07M
ADFI
Two Rds Shared Tr Anfield Dyna

ETFs
-303K
- 5.85%
$8.45 - $8.68 $2.56M - $2.63M
4.88M $42M
MBB
Ishares Tr

ETFs
-26.8K
- 5.97%
$92.46 - $95.73 $2.48M - $2.57M
422K $40.2M
SGOL
Abrdn Gold ETF Trust

ETFs
-61.1K
- 86.82%
$31.18 - $36.81 $1.9M - $2.25M
9.27K $341K
VIOO
Vanguard S&P Small Cap 600 ETF

ETFs
-17.8K
- 90.05%
$100.63 - $112.27 $1.79M - $2M
1.97K $217K
NFLX
Netflix Inc

Communication Services
-651
- 12.58%
$1147.87 - $1297.18 $747K - $844K
4.52K $5.42M
COST
Costco Wholesale Corp

Consumer Defensive
-458
- 2.88%
$915.95 - $994.57 $420K - $456K
15.4K $14.3M
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