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
First Tr Exchng Traded Fd Vi
-1.89K
- 2.32%
N/A
79.4K $0
AZBO
Aim ETF Prods Tr Allianzim Us

ETFs
-1.61K
- 18.09%
N/A
7.29K $0
Ge Healthcare Technologies I
-1.22K
- 25.76%
N/A
3.53K $0
AZBA
Aim ETF Prods Tr Allianzim U S

ETFs
-1.08K
- 12.33%
N/A
7.68K $0
FSCO
Fs Cr Opportunities Corp Com
-2.82K
- 8.42%
N/A
30.7K $0
Ftai Aviation LTD
-417
- 16.15%
N/A
2.17K $0
Linde PLC
-56
- 1.2%
N/A
4.6K $0
First Tr Exchng Traded Fd Vi
-27K
- 35.12%
N/A
49.9K $0
First Tr Exchng Traded Fd Vi
-679
- 1.04%
N/A
64.8K $0
Doubleline ETF Trust
-68.9K
- 10.32%
N/A
599K $0
First Tr Exchng Traded Fd Vi
-5K
- 28.01%
N/A
12.9K $0
Grayscale Ethereum Trust ETF
-12.5K
- 32.13%
N/A
26.4K $0
NXPI
Nxp Semiconductors N.V.

Technology
-234
- 12.77%
$153.5 - $218.72 $35.9K - $51.2K
1.6K $349K
ATOM
Atomera Inc

Technology
-2.5K
- 16.67%
$3.5 - $7.63 $8.75K - $19.1K
12.5K $63K
BNDW
Vanguard Scottsdale Fds Vangua

ETFs
-97
- 0.45%
$68.11 - $69.33 $6.61K - $6.73K
21.5K $1.49M
WBD
Warner Bros. Discovery, Inc.

Communication Services
-346
- 2.37%
$7.69 - $11.46 $2.66K - $3.97K
14.3K $163K
AQN
Algonquin Power & Utilities Corp.

Utilities
-184
- 1.36%
$4.56 - $6.22 $839 - $1.14K
13.3K $76K
IWS
Ishares Russell Midcap Value E

ETFs
-219
- 3.55%
$110.58 - $132.14 $24.2K - $28.9K
5.96K $786K
MCO
Moodys Corp

Financial Services
-10
- 2.17%
$396.7 - $501.59 $3.97K - $5.02K
450 $225K
VIGI
Vanguard Whitehall Fds Intl Di

ETFs
-37
- 1.44%
$75.29 - $91.16 $2.79K - $3.37K
2.53K $227K
IMCG
Ishare Morningstar Mid Cap Gro

ETFs
-379
- 7.35%
$63.36 - $80.23 $24K - $30.4K
4.77K $383K
TDY
Teledyne Technologies Inc

Technology
-68
- 1.9%
$435.54 - $512.31 $29.6K - $34.8K
3.51K $1.8M
PAUG
Innovator U.S. Equity Power Bu

ETFs
-1.67K
- 5.27%
$35.3 - $40.46 $59K - $67.6K
30K $1.21M
ENB
Enbridge Inc

Energy
-967
- 1.48%
$41.09 - $47.16 $39.7K - $45.6K
64.2K $2.91M
IWD
Ishares Russell 1000 Val ETF

ETFs
-41
- 0.81%
$166.82 - $194.23 $6.84K - $7.96K
5.04K $979K
BUFQ
First Tr Ex Tr Fd Viii Ft Cboe

ETFs
-2.28K
- 7.66%
$27.46 - $33.2 $62.5K - $75.6K
27.4K $910K
IFRA
Ishares Tr

ETFs
-450
- 4.03%
$40.97 - $49.19 $18.4K - $22.1K
10.7K $527K
ESGU
Ishares Trust Ishares Esg Awar

ETFs
-231
- 5.22%
$108.06 - $135.3 $25K - $31.3K
4.19K $567K
TFC
Truist Financial Corp

Financial Services
-1.06K
- 2.57%
$34.79 - $42.99 $36.9K - $45.7K
40.2K $1.73M
GRID
First Tr Nasdaq Clean Edge Sma

ETFs
-106
- 5.93%
$101.69 - $139.02 $10.8K - $14.7K
1.68K $233K
SYK
Stryker Corp

Healthcare
-47
- 2.17%
$337.37 - $395.63 $15.9K - $18.6K
2.12K $836K
HON
Honeywell International Inc

Industrials
-480
- 6.93%
$182.86 - $232.88 $87.8K - $112K
6.45K $1.5M
BK
Bank Of New York Mellon Corp

Financial Services
-336
- 3.72%
$73.31 - $91.62 $24.6K - $30.8K
8.7K $792K
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
-15
- 0.35%
$57.14 - $72.68 $857 - $1.09K
4.27K $310K
NVS
Novartis Ag

Healthcare
-278
- 3.47%
$101.96 - $121.01 $28.3K - $33.6K
7.74K $936K
CW
Curtiss Wright Corp

Industrials
-229
- 23.44%
$283.18 - $488.55 $64.8K - $112K
748 $365K
XTJL
Innovator Etfs Tr Us Equity Ac
-898
- 2.69%
$28.89 - $35.93 $25.9K - $32.3K
32.4K $1.17M
JQUA
J P Morgan ETF Tr U S Quality

ETFs
-272
- 1.15%
$50.39 - $60.05 $13.7K - $16.3K
23.4K $1.4M
SFM
Sprouts Farmers Market, Inc.

Consumer Defensive
-77
- 1.14%
$144.63 - $179.53 $11.1K - $13.8K
6.68K $1.1M
SSO
Proshares Ultra S&P 500

ETFs
-759
- 7.56%
$64.8 - $97.72 $49.2K - $74.2K
9.29K $907K
QQEW
First Tr Nasdaq 100 Equal Weig

ETFs
-357
- 4.37%
$106.81 - $136.49 $38.1K - $48.7K
7.81K $1.07M
MCK
Mckesson Corp

Healthcare
-88
- 3.62%
$652.83 - $732.78 $57.4K - $64.5K
2.34K $1.72M
MPC
Marathon Petroleum Corp

Energy
-109
- 2.09%
$118.55 - $170.08 $12.9K - $18.5K
5.1K $847K
SCHW
Schwab Charles Corp

Financial Services
-1.66K
- 8.79%
$69.06 - $91.24 $115K - $151K
17.2K $1.57M
CATH
Global X Fds Global X S&P 500

ETFs
-57
- 0.45%
$59.85 - $75.45 $3.41K - $4.3K
12.5K $941K
CCL
Carnival Corp

Consumer Cyclical
-246
- 1.77%
$16.43 - $28.12 $4.04K - $6.92K
13.7K $384K
CSX
Csx Corp

Industrials
-40
- 0.1%
$26.69 - $32.91 $1.07K - $1.32K
39.5K $1.29M
LDOS
Leidos Holdings, Inc.

Technology
-66
- 1.03%
$132.9 - $160.3 $8.77K - $10.6K
6.33K $998K
DIS
Walt Disney CO

Communication Services
-3.96K
- 16.0%
$81.72 - $124.01 $323K - $491K
20.8K $2.58M
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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