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
BNDX
Vanguard Total International B

ETFs
-924
- 3.82%
$48.77 - $49.55 $45.1K - $45.8K
23.2K $1.15M
ONDS
Ondas Holdings Inc.

Technology
-40.5K
- 69.83%
$0.75 - $1.92 $30.4K - $77.8K
17.5K $33K
AWK
American Water Works Company, Inc.

Utilities
-107
- 6.2%
$133.82 - $151.96 $14.3K - $16.3K
1.62K $225K
K
Kellogg CO

Consumer Defensive
-129
- 2.15%
$77.85 - $82.88 $10K - $10.7K
5.87K $466K
AJG
Arthur J. Gallagher & Co.

Financial Services
-1
- 0.09%
$310.86 - $348.77 $311 - $349
1.11K $356K
WST
West Pharmaceutical Services Inc

Healthcare
-9
- 0.18%
$190.39 - $227.7 $1.71K - $2.05K
5.03K $1.1M
RPM
Rpm International Inc

Basic Materials
-125
- 4.94%
$96.97 - $117.58 $12.1K - $14.7K
2.4K $264K
DBA
Invesco Db Agriculture Fund

ETFs
-824
- 4.06%
$25.27 - $27.68 $20.8K - $22.8K
19.5K $509K
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
-368
- 7.95%
$75.05 - $77.34 $27.6K - $28.5K
4.26K $329K
BR
Broadridge Financial Solutions, Inc.

Technology
-106
- 7.74%
$217.22 - $246.25 $23K - $26.1K
1.26K $307K
ESPR
Esperion Therapeutics, Inc.

Healthcare
-15
- 0.03%
$0.73 - $1.41 $11 - $21.2
50.2K $49K
OMF
One Main Holdings, Inc.

Financial Services
-1.02K
- 22.42%
$40.42 - $57.0 $41.1K - $58K
3.52K $200K
BLV
Vanguard Bd Index Fd Inc Long

ETFs
-243
- 6.54%
$66.5 - $71.25 $16.2K - $17.3K
3.47K $241K
FCX
Freeport Mcmoran Inc

Basic Materials
-1.78K
- 16.6%
$29.15 - $44.46 $51.9K - $79.2K
8.95K $387K
EBAY
Ebay Inc

Consumer Cyclical
-652
- 14.66%
$59.52 - $79.36 $38.8K - $51.7K
3.8K $282K
CAC
Camden National Corp

Financial Services
-450
- 6.86%
$36.35 - $41.49 $16.4K - $18.7K
6.11K $247K
RYLD
Global X Fds Russell 2000 Cove

ETFs
-470
- 1.76%
$13.37 - $15.25 $6.28K - $7.17K
26.2K $390K
PHM
Pultegroup Inc

Consumer Cyclical
-164
- 7.04%
$92.02 - $106.54 $15.1K - $17.5K
2.17K $228K
TTWO
Take Two Interactive Software Inc

Communication Services
-245
- 17.23%
$194.58 - $243.05 $47.7K - $59.5K
1.18K $285K
GPC
Genuine Parts CO

Consumer Cyclical
-149
- 3.25%
$105.54 - $129.09 $15.7K - $19.2K
4.43K $537K
CCI
Crown Castle International Corp

Real Estate
-41
- 1.83%
$94.83 - $107.06 $3.89K - $4.39K
2.21K $226K
NVG
Nuveen Amt Free Municipal Credit Income Fund

Financial Services
-26
- 0.21%
$11.35 - $12.45 $295 - $324
12.5K $148K
DON
Wisdomtree Tr U.S. Midcap Divi

ETFs
-167
- 2.96%
$43.28 - $50.37 $7.23K - $8.41K
5.47K $274K
PYPL
Pay Pal Holdings, Inc.

Financial Services
-522
- 13.11%
$57.41 - $74.81 $30K - $39.1K
3.46K $257K
FIXD
First Tr ETF Viii Tcw Opportun

ETFs
-75
- 0.28%
$42.72 - $44.24 $3.2K - $3.32K
26.4K $1.16M
AAAU
Goldman Sachs Physical Gold ETF

ETFs
-4.21K
- 5.55%
$29.44 - $33.91 $124K - $143K
71.8K $2.35M
MNTSW
Momentus Inc Wt Exp 05/15/26(D
-50K
- 50.0%
$0.02 - $0.03 $1K - $1.5K
50K $1K
GSY
Invesco Actively Mngd ETF Tr U

ETFs
-17
- 0.33%
$49.98 - $50.26 $850 - $854
5.15K $258K
Super Micro Computer Inc
-2.83K
- 7.33%
N/A
35.8K $0
XHLF
Bondbloxx ETF Tr Bloomberg 6 M
-204
- 4.56%
N/A
4.27K $0
RDVI
First Tr Exc Tr Fd Iv Cboe Vst
-45.4K
- 72.67%
N/A
17.1K $0
FTGS
First Tr Exchange Traded Fd Gr
-1.94K
- 6.87%
N/A
26.2K $0
Exchange Listed Fds Tr
-470K
- 12.05%
N/A
3.43M $0
Blackrock Inc
-306
- 22.19%
N/A
1.07K $0
Brookfield Corp
-1.03K
- 4.6%
N/A
21.5K $0
Annaly Capital Management In
-593
- 4.67%
N/A
12.1K $0
FMIL
Fidelity Covington Tr New Mill
-12.1K
- 64.1%
N/A
6.76K $0
Innovator Etfs Trust
-771
- 4.32%
N/A
17.1K $0
XTJA
Innovator Etfs Tr Us Equity Ac
-1.63K
- 13.85%
N/A
10.2K $0
IWX
Ishares Tr Russell 200 Value E

ETFs
-348
- 2.39%
$73.26 - $84.19 $25.5K - $29.3K
14.2K $1.19M
PSEP
Innovator U.S. Equity Power Bu
-1.61K
- 6.28%
N/A
24K $0
OAIM
Unified Ser Tr Oneascent Intl
-131
- 1.57%
N/A
8.21K $0
CLTL
Invesco ETF Tr Ii Treas Collat

ETFs
-5.75K
- 35.14%
N/A
10.6K $0
TLTW
Ishares Tr 20+ Yr Treas Bd Buy
-16.2K
- 22.19%
N/A
56.9K $0
USEP
Innovator U.S. Equity Ultra Bu
-15.6K
- 71.19%
N/A
6.29K $0
BAUG
Innovator U.S. Equity Buffer E
-2.32K
- 18.02%
N/A
10.6K $0
HEIA
Heico Crp Cl A
-11
- 1.03%
N/A
1.06K $0
AZAA
Aim ETF Prods Tr Allianzim U S

ETFs
-939
- 12.63%
N/A
6.5K $0
First Tr Exchng Traded Fd Vi
-47.6K
- 6.06%
N/A
737K $0
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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