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
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
-9.06K
- 66.36%
$77.94 - $79.5 $706K - $721K
4.59K $365K
XLB
Select Sector Spdr Fd Material

ETFs
-8.1K
- 58.35%
$74.27 - $88.92 $601K - $720K
5.78K $507K
FLBL
Franklin Templeton ETF Tr Libe

ETFs
-29.4K
- 12.28%
$23.13 - $24.23 $681K - $713K
210K $5.1M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
-8.69K
- 38.9%
$77.74 - $78.78 $675K - $684K
13.6K $1.07M
HYGH
Ishares U S ETF Tr Int Rate He

ETFs
-8.44K
- 12.35%
$79.41 - $86.53 $670K - $730K
59.9K $5.18M
ALL
Allstate Corp

Financial Services
-2.38K
- 8.7%
$180.53 - $212.64 $430K - $506K
25K $5.03M
AINV
Apollo Investment Corp

Financial Services
-55.6K
- 13.0%
N/A
372K $4.13M
PFFA
Etfis Ser Tr I

ETFs
-24.3K
- 9.05%
$19.49 - $21.31 $475K - $519K
245K $5.1M
CEFS
Exchange Listed Fds Tr Saba Cl

ETFs
-37.4K
- 13.7%
$19.33 - $22.25 $722K - $832K
235K $5.24M
IWP
Ishares Russell Mid Cap Growth

ETFs
-5.53K
- 63.46%
$104.34 - $138.68 $577K - $767K
3.18K $441K
PTNQ
Pacer Fds Tr Trendpliot 100 Et

ETFs
-7.82K
- 61.5%
$65.75 - $71.57 $514K - $559K
4.89K $349K
SLB
Schlumberger Limited

Energy
-10.6K
- 61.56%
$31.95 - $42.2 $339K - $448K
6.63K $224K
RIOT
Riot Blockchain, Inc.

Technology
-75K
- 88.07%
$6.29 - $11.3 $472K - $848K
10.2K $114K
TIP
Ishares Tr Tips Bd ETF

ETFs
-4.17K
- 50.16%
$107.93 - $110.97 $450K - $463K
4.14K $456K
SHYG
Ishares 0 5 Year High Yield CO

ETFs
-11.7K
- 17.48%
$40.82 - $43.14 $476K - $503K
55K $2.37M
WRB
Berkley W R Corp

Financial Services
-6.48K
- 56.87%
$64.28 - $75.17 $417K - $487K
4.92K $361K
STAG
Stag Industrial, Inc.

Real Estate
-12.1K
- 61.06%
$30.08 - $37.02 $363K - $447K
7.7K $279K
ELV
Elevance Health, Inc.

Healthcare
-608
- 14.8%
$372.27 - $452.69 $226K - $275K
3.5K $1.36M
DTE
Dte Energy CO

Utilities
-2.65K
- 46.99%
$127.39 - $139.49 $338K - $370K
2.99K $396K
PCG
Pg&E Corp

Utilities
-16.9K
- 49.05%
$13.55 - $17.87 $229K - $302K
17.6K $245K
AEP
American Electric Power CO Inc

Utilities
-2.58K
- 18.6%
$98.59 - $109.11 $254K - $281K
11.3K $1.17M
FTSM
First Tr Enhanced Traded Fd Iv

ETFs
-5.3K
- 16.26%
$59.8 - $60.07 $317K - $318K
27.3K $1.63M
ILF
Ishares Latin America 40 ETF

ETFs
-16.7K
- 36.13%
$21.35 - $26.21 $357K - $438K
29.5K $774K
PEP
Pepsico Inc

Consumer Defensive
-362
- 2.54%
$128.02 - $151.37 $46.3K - $54.8K
13.9K $1.84M
BMY
Bristol Myers Squibb CO

Healthcare
-1.15K
- 6.84%
$44.12 - $59.6 $50.6K - $68.4K
15.6K $723K
IQV
Iqvia Holdings Inc.

Healthcare
-1.33K
- 34.69%
$137.0 - $174.37 $182K - $232K
2.51K $394K
IRM
Iron Mountain Inc

Real Estate
-4.74K
- 37.86%
$76.93 - $105.25 $364K - $499K
7.78K $797K
KMX
Carmax Inc

Consumer Cyclical
-2.73K
- 31.43%
$62.27 - $82.77 $170K - $226K
5.96K $400K
XLU
Utilities Sector Spdr

ETFs
-5.06K
- 10.09%
$73.09 - $82.77 $370K - $419K
45.1K $3.68M
COP
Conocophillips

Energy
-442
- 3.18%
$82.66 - $106.1 $36.5K - $46.9K
13.5K $1.21M
EXPE
Expedia Group, Inc.

Consumer Cyclical
-1.48K
- 38.55%
$136.63 - $176.62 $202K - $261K
2.36K $397K
BDX
Becton Dickinson & CO

Healthcare
-152
- 4.23%
$165.15 - $226.42 $25.1K - $34.4K
3.44K $592K
HTGC
Hercules Capital, Inc.

Financial Services
-10.5K
- 29.53%
$16.24 - $19.1 $171K - $201K
25.2K $460K
LMBS
First Tr ETF Fd Iv First Tr Lo

ETFs
-4.93K
- 1.95%
$48.5 - $49.35 $239K - $243K
248K $12.2M
TIPX
Spdr Bloomberg 1 10 Year Tips

ETFs
-11.1K
- 15.4%
$18.83 - $19.22 $209K - $213K
61K $1.17M
CHKP
Check Point Software Technologies LTD

Technology
-879
- 31.24%
$204.26 - $233.47 $180K - $205K
1.94K $428K
SPXS
Direxion Shs ETF Tr Daily S&P

ETFs
-16.7K
- 31.12%
$4.69 - $9.84 $78.1K - $164K
36.9K $172K
VV
Vanguard Large Cap ETF

ETFs
-1.08K
- 28.95%
$228.25 - $285.3 $247K - $308K
2.65K $756K
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
-583
- 21.93%
$376.48 - $440.65 $219K - $257K
2.08K $914K
CI
Cigna Corp

Healthcare
-600
- 21.25%
$301.89 - $340.04 $181K - $204K
2.22K $735K
FISV
Fiserv Inc

Technology
-1.54K
- 33.71%
N/A
3.02K $378K
VBK
Vanguard Small Cap Growth ETF

ETFs
-914
- 35.55%
$219.76 - $276.94 $201K - $253K
1.66K $458K
CWB
Spdr Bloomberg Convertible Sec

ETFs
-2.94K
- 32.71%
$71.86 - $82.66 $211K - $243K
6.04K $499K
FIS
Fidelity National Information Services, Inc.

Technology
-2.53K
- 41.75%
$68.14 - $82.13 $173K - $208K
3.54K $287K
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
-3.89K
- 41.76%
$45.98 - $56.15 $179K - $218K
5.42K $304K
UAUG
Innovator U.S. Equity Ultra Bu

ETFs
-5.42K
- 38.34%
$32.66 - $37.42 $177K - $203K
8.72K $326K
DEO
Diageo PLC

Consumer Defensive
-1.36K
- 25.58%
$99.86 - $115.75 $136K - $157K
3.95K $398K
CMS
Cms Energy Corp

Utilities
-1.8K
- 38.44%
$68.57 - $75.51 $124K - $136K
2.89K $200K
IWO
Ishares Russell 2000 Gwt ETF

ETFs
-719
- 39.44%
$224.16 - $285.86 $161K - $206K
1.1K $315K
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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